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Recent content by futureproof

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    Understanding Trump

    The worst case was 1933 coup attempt to oust FDR (by JP Morgan and friends) and install a military fascist dictator in the vein of Mussolini and Hitler. (The Business Plot)
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    Public Medium post about unionizing..

    Spot on about employees rights and having the ability to have representation in negotiating working conditions and compensation. The issue here is that the UAW represents overwhelmingly the big autos which predominately produce gas motored vehicles. This union inherently is not designed to...
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    SolarCity (SCTY)

    Wow, where do I start... I guess I'll start by saying this is the last bit I will post on this particular debate and move on to keep the conversation moving forward... so, this whole thing started when I said Solarcity has a competitive advantage over competitors in the Solar business because...
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    SolarCity (SCTY)

    HECO pursues energy storage system so it can take more PV - Hawaii News - Honolulu Star-Advertiser "Energy Storage is one of the key missing elements in integrating high levels of renewable energy from variable sources like solar and wind," said Colton Ching, HECO vice president for electricity...
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    SolarCity (SCTY)

    First off, don't know what made you think I was referring to your system, but in the system Solarcity and what Sunpower is looking to do, does most certainly rely on software in the function/management of their PV+storage systems. Not sure what quote I made you are referring to, but here's a...
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    SolarCity (SCTY)

    I think solarcity is module brand agnostic, so panel efficiencies are probably welcomed. If less panels have to be put on roofs, labor costs/time to complete will go down as well. Would be interesting to know what the ratio of panel efficiency to install costs is? If there is a strong and...
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    SolarCity (SCTY)

    I'd have to disagree with you... management system/operating system is what makes the entire PV+storage work. Even in the article @kenliles posted above, Sunpower CEO relates the current Pv business to the landline/mobile phone transformation... in fact, Mr. Werner sounded like he was reading...
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    SolarCity (SCTY)

    Does Apple have a patent/copyright on iOS? Does Goggle have a patent/copyright on Android? Might Solarcity have protection on its energy management systems??? I know they own plenty of patents on mounting systems thanks to Zep... Again, I think everyone can go off grid soon as energy storage...
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    SolarCity (SCTY)

    @thebanker, like I've said before, net metering will evolve. Utilities will buy and sell your energy from DG sources. The major complaint from utilities with DG is they have no way to aggregate it. If they had a way to aggregate it they would love to go full tilt into it. Economic, scaled...
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    SolarCity (SCTY)

    @thebanker, see, regardless of lifestyle or political views, Elon and crew are creating a future that's better for all of us. I believe Solarcity with Tesla energy storage will get you to that off grid reality sooner then anyone else. That's why I say, you can go off grid, but you'll have to...
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    SolarCity (SCTY)

    What's their product? Can you elaborate on where they are currently implementing this product in commercial or residential DG? - - - Updated - - - NigelM, you can go off grid. Just have to forgo selling your excess energy or buying when you need it.
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    SolarCity (SCTY)

    @thebanker, the way I see Solarcity backlog is people don't want to wait for install, so customer satisfaction problems if backlog. However, I see what you're saying. What's hot, people want. But since the untapped market is so big, I think demand is huge now. So the more customers you can...
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    SolarCity (SCTY)

    @thebanker, the accounting error wasn't related to performance, it was an overhead allocation equation error. If it was material, the stock would've plummeted the instant it hit the wire. It actually stayed in the 80's for a few days after... I have to disagree on backlog. The less the better.
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    SolarCity (SCTY)

    @Thebanker, the volume is low across the board for a while now... It's about the guidance, if great, should see a lot of people jump in at that time... Feels like people are waiting for some kind of number to be leaked or pre-announced. There is a lot news coming out this summer, so it might...
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    SpaceX investor's thread

    I wish. I'm thinking they will IPO when they are fully rapid and reusable with a full schedule on flights to Hilton's moon resort! Hope I can buy in before 2035:)