Recent content by tslafan123

"Raymond James upgraded SolarCity due recent share weakness, expectations for an asset-backed bond secularization of at least $100M, and potential margin upside from lower PV module prices. Price target is $75" Stock Market & Financial Investment News: Educated Investors Get Live Stock Market...

Addressed in previous page last post. Here

I understand you have an installation business. I have deep respect for what you are doing for the consumer, the society and the overall humanity. Having said that, people may not care as such about freedom from utility so to speak. Most people have no intention of owning or maintaining or...

I wonder how growth will stall to 0 if they have cash in hand for next 12 months of planned activities?! The 10K document clearly spells it out. The growth will be as planned for 12 months with no issues. Financing doesn't dry out overnight. They may end up paying a bit more for capital. That...

futureproof made some amazing points about solarcity's vulnerability in a recession the scty thread. If you are interested in better understanding the risks in solarcity, you might want to check it out.

Those are some amazing points about solarcity in recession! Much appreciated!!

Thanks futureproof I will check it out. Really enjoyed your commentary on Grrenberg. Made me chuckle couple of times :) Please keep it coming. Separately, in the Alternative Energy thread, a risk of what would happen to SCTY's financing if a recession were to happen came up. I posted some notes...

The topic of what will happen to SCTY's financing if there is a recession came up here. So I though this snippet from the 10K document is relevant: "We finance our operations, including the costs of acquisition and installation of solar energy systems, mainly through a variety offinancing fund...

futureproof, Yes there were three different calls this earnings cycle. Seeking Alpha has transcripts for only two. On top of this they have a ROTH conference presentation plus there is this Lyndon Rive video from December. So I am all mixed up in terms of what I heard where. I distinctly...

futureproof, Thanks for the excellent analysis. This far beats the blind bashing of - the powers that be. If and when you have some time, can you please post any links related to the points you made. Thanks and appreciate it! - - - Updated - - - SolarCity's CEO Discusses Q4 2013 Operating...

FYI, this is what I wrote earlier today. Seems like you missed it: We treat Elon Musk as God himself on this forum. Anything he says is set in stone for us. Lyndon Rive's words deserve some respect too. (After all they come from the same gene pool, Musk's mom and Lyndon's mom are twins.) Musk...

Lets take a checkpoint: - I gave an elaborate response to risks posed by killer_model_s in post 96 - Regarding SolarWorld that is all I heard from management. For me personally that was good enough, especially given that I am long term oriented. I heartily welcome your or anyone's detailed...

Addressed it in Post #96. You missed it. - - - Updated - - - If you are referring to their protectionist initiatives, I trust Lyndon's word on it. It's a nuisance in the short term, irrelevant in the long term. If you are referring to something else, maybe you can enlighten us. - - - Updated...

You are welcome. They did an entire call about it. You can check it out at investors.solarcity.com if you are interested. I didn't listen to it. Also, it came up once or twice in the subsequent call as well. From all I can tell a) Key metrics weren't affected, especially Retained Value b) Some...

Yes, I hope the media doesn't screw it up again. In a shareholder perspective though, higher the asp better it is. I think $50K will be the average, just as $100K is the current average.