Recent content by fatjohn

Could someone please answer this? And please explain further as if i'm a two year old. in addition, on the same slide what exactly is the levered project cash flow? The cash flow generated by existing projects minus operation and maintenance costs minus taxes minus debt payments? Thus if solar...

Anyone noticed that while calculating net retained value, which I have seen quoted as "cash coming to solarcity over the next thirty years" they include off course the contracts that have thirty year periods (or 20 years plus an expectation of renewals in the following ten years) minus their...

Hi, I am thinking of making my first buy in the company. I saw your table with the evolution and extrapolation of net retained value a couple of pages ago SBenson and I think the following NRV per share, if you dont account for the extensions is 22$ per share and rose about 3.5% in last...

FWIW I think the last results were very bad compared with previous quarters. Mw booked dropped! to 206. While MW deployed went to 176 meaning the backlog barely rose. If they cant pull up there sales soon, they will have to stop the acceleration of production. The 920-1000 MW for 2015 doesnt...

And an extra question: Does the tax incentive of 30% hold up until 2017 or throughout 2017?

Hi all, I am trying to wrap my head around what the value is of solarcity as a company. Could someone please explain to me what the difference is between 1) the contracted customer payments, which stands at US$5B (from the Q4 result presentation) 2) the retained value forecast of US$2.423B...