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I see that the sell-side is still pitching the delusional “cash generation” narrative at my favorite financial science project, Sunrun. $RUN https://t.co/XwydkwBv8A (2) So we are clear here, in the LTM $RUN had NEGATIVE OCF of $(811)M, Capex of $2,902M and NEGATIVE FCF of $(3,713)M! Negative FCF of $(3.7)B is not positive “cash generation” by any stretch of the imagination. And they only raised $2.2B net, of non-recourse ABS debt in the LTM. https://t.co/pVj33JgTP0