Recent content by HenryF

@futureproof Do you remember how much of the planned 50GWhs from the giga-factory is sort of allocated for stationary storage?

Tesla Plans at Least Two Battery as Musk Emphasizes Speed - Bloomberg

It's a fallacy that solarcity's operations will seize up in a recession due to lack of funds. It's thoroughly rebuked by someone here by directly referring to the official 10K document. Pasting here for convenience. *** The topic of what will happen to SCTY's financing if there is a recession...

Are you talking about the same agency which rated sub-prime mortgages as AAA? To top it off they lowered US rating from AAA only to see Treasuries take off. Data is firmly on my side of the argument. Default rates on solar leases are lower than on prime-mortgages. Take a look at: SolarCity -...

This depends on the level of maturity of the ABS market at the time of recession. If ABS market evolves enough, there will always be a market. The rates may go higher but that's about it. In a normal recession Markets don't completely seize the way you are imagining. 2008 was an anomaly. Even in...

Here is the deal on SCTY's stock price. Elon Musk bought 214,869 shares and Lyndon Rive bought 107,434 shares at a price of $46.54 per share in Oct 2013, in the secondary offering. Most definitively, these two guys know of the company's prospects and vision than anyone else on the planet...

I haven't paid much attention to EPS numbers in the past as I thought they are sort of irrelavent. As I take a close look now, the ship has already turned!! These are the GAAP numbers (including some restatements): Q4 13 -> 0.280 Q3 13 -> 0.040 Q2 13 -> -0.310 Q1 13 -> -0.410 Q4 12 ->...

Given that SCTY is a recent IPO, it has limited 200-day-moving-average history. It only spans last two ERs actually. ER Date Price 200-day-MA %Away %Fall Next Day 3/18/14 77.10 51.20 50 -5.71% 11/6/13 59.65 32.65 82 -16.70% So you might be...

Taking another close look at the ownership in the proxy statement: **** John H. N. Fisher (7) --> 14,367,790 Draper Fisher Jurvetson (14) --> 14,967,241 **** (7) 7,440,718 shares held of record by Draper Fisher Jurvetson Fund IX, L.P., 70 shares held of record by Draper Fisher...

I wonder if there is any double counting between John H. N. Fisher (7) --> 14,367,790 Draper Fisher Jurvetson (14) --> 14,967,241 Especially given this: (7) Includes 7,440,718 shares held of record by Draper Fisher Jurvetson Fund IX, L.P., 70 shares held of record by...

@futureproof Thanks for the proxy link. I was looking at some tool which has outdated info.

@futureproof I see about 30% shares owned by Insiders and Jurvetson's fund owning 16%. That makes it 45% outstanding. Curious, where are you seeing 71%?

I appreciate your optimism. But as a general rule SCTY always falls after ER. Here are the price changes on each of the post ER days (starting from the latest): -5.71% -16.70% -10.80% -12.37% -14.43% The issue here is, faster they grow, the bigger the loss they show. As I said many times in...

@futureproof Thanks for the updates. Appreciate it. Will check the transcript once it's out on SA. Quite weird that they won't talk about it, after such a big PR splash. From news it wasn't even clear if Google will own the system/lease or if SPWR will. Google initiative will lease solar...

Here is a well informed report on China deliveries. Tesla CEO Makes Smooth Drive Into China - Forbes