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  1. E

    2017 Investor Roundtable:General Discussion

    I wonder exactly what it is about this battery assembly that is giving them problems. If i recall correctly, they had problems with the 100 packs too.
  2. E

    Tesla Energy quote today and a question about net metering with SCE

    I reached out to Solar City for a quote to install panels on my house in Pennsylvania. They quoted me $3.10/watt for a 6.6kwh system with no powerwall. The system was at $20,462 excluding local incentives. Including local incentives and with the $500 Tesla discount they are offering, the...
  3. E

    Battery is big disappointment

    According to Elon, the AWD version won't be available at launch. Based on the Model S RWD vs AWD, the range should increase and 0-60 time should improve also. The 75 vs the 75D improves 10 miles and shaves .1 sec off of the 0-60 time.
  4. E

    2017 Investor Roundtable:General Discussion

    I see a black box on the right before putting in my credit card information. I assume that the livestream will appear in that box soon.
  5. E

    Solar + Electric boilers

    The electric boilers that i have looked at have 100% efficiency ratings. I have baseboard heat and central air in the house. I also currently have a heatpump/electric hybrid hot water heater, I don't use any oil from April-September usually. Just when it gets cold here, I go through a ton of...
  6. E

    Solar + Electric boilers

    I am considering getting panels from Solar City fairly soon. I am trying to decide the benefits of getting a large system and a Powerwall to cover the costs of switch from oil heat to an electric boiler(also eventually a Model 3). I live in Pennsylvania and spend roughly $2500 per winter on...
  7. E

    Short-Term TSLA Price Movements - 2016

    Glass Lewis Opposes Tesla (TSLA), SolarCity (SCTY) Merger - Bloomberg ^cause for the dip
  8. E

    What are the risks involved with lending out your TSLA shares?

    Is there a way to find out the lending rates without having an account through the broker?
  9. E

    SolarEdge

    IF this deal goes through for Tesla to purchase Solar City, there will only be one company left in Elon's quest for vertical integration. SolarEdge makes the inverters that connect the offerings from Solar City to the offerings from Tesla.
  10. E

    SolarCity (SCTY)

    The Jan18 30s @ 3.30 look like a deal right now, they were trading @11 as recently as April 21st
  11. E

    SolarEdge

    Tesla mentioned guidance of $44 million in revenue and 116MWh of storage in their most recent 14A filing for FY2016. SolarEdge has been reluctant to give any guidance regarding their products that supply Tesla's Powerwalls. We could see a potential boost to SolarEdge's guidance if they include...
  12. E

    SolarEdge

    jhm, From the Q4 Earnings presentation the cost per Watt was listing as: Sales $.56 Installation $1.90 G&A $.25 When Solar City acquired Silevo in June of 2014, both Lyndon Rive and Musk mentioned further acquisitions. "It’s no secret that SolarCity sees vertical...
  13. E

    SolarEdge

    Given the relationship between the PowerWalls and SolarEdge's StorEdge solution, would it make sense to bring SolarEdge into the Gigafactoy to build the units there? SolarEdge does seem to be a rather important company to Elon Musk considering it helps to link the batteries sold by Tesla Motors...
  14. E

    SolarCity (SCTY)

    A little good news out of N.H. House backs bill to expand financial solar power incentive | Regional | caledonianrecord.com House voted for a bill to double the net metering cap from 50 Megawatts to 100 Megawatts
  15. E

    How much of a deposit do you think will be required?

    Reservation cost for model 3 Currently, the reservation cost for the Model X stands at $5,000 and at $2,500 for the Model S. Are there any thoughts on what the reservation cost would be for the Model 3? The clientele for the Model 3 would presumably be younger and with less cash to put down...
  16. E

    Ideal Powers' B-TRAN Development

    Link to to the current technology of IGBTs can be found here: Bosch Automotive Electronics - IGBT half bridge for (H) EV inverters - YouTube Is this new technology a big deal regarding semiconductor power switches or just a minor improvement? From the White paper: "Semiconductor power...
  17. E

    SolarCity (SCTY)

    Will the trade be to buy stock now and take advantage of the run-up into april 30th? OR will it be to buy after the announcement when the stock takes a dive? Not saying it will 100% dive after the announcement but that seems to be the trend. Usually a quick recovery follows though.
  18. E

    Is anyone else planning around the Tesla III release?

    I wonder if we could get a poll together of people that would actually purchase the Model III. My current car will be paid off within 1.5 years and I won't buy another car that isn't a Tesla or BEV. The Model III seems to be within my price range considering I am still in my early 20s.
  19. E

    Reservation deposits

    So the money that goes towards the Model X production should be already spent at this point? I was under the assumption that they would be ramping up production similar to the Model S.
  20. E

    Reservation deposits

    well full production tooling or 50k Model Xs per year
  21. E

    Reservation deposits

    Are we? "We are going to spend staggering amounts of money on Capex" from the most recent CC(Q4)
  22. E

    Reservation deposits

    I am curious as to the amount of deposits in USD for the Model S/X and what data is available. Some have said that Tesla will need to raise cash for the tooling of the Model X line and for the gigafactory. Once the Model 3 is unveiled, Tesla will start taking deposits like for the Model S/X...
  23. E

    Tesla Stationary Storage Investors Thread

    jhm, I would argue that the selling of these packs for stationary storage allows the gigafactory to be up and running without the model 3 in full production. They could delay the Model 3 by a few months and still have a use for the battery packs that the gigafactory creates. The factory could...
  24. E

    Tesla Stationary Storage Investors Thread

    In the picture provided of the current testing system(in this thread), this system from Schneider Electric was included. You think that they are going to develop their own inverter charger even though they use one from an outside company now?
  25. E

    Tesla Stationary Storage Investors Thread

    I've been reading up a bit on Ideal Power. Are these the systems Tesla could potentially use to tie the car+storage pack+solar together?
  26. E

    Model X moving to stores

    I have a source telling me of a Model X getting detailed in West Chester, possibly for a move to a local Tesla Store. King of Prussia is the closest store. Will they roll out Model Xs in the stores first to try and help generate reservations?
  27. E

    SolarCity (SCTY)

    DaveT, Have you looked into what Silevo is planning on spending in the Buffalo Riverbend site? According to what I have read, "Silevo, also based in Silicon Valley, has also pledged to invest $750 million and create 475 jobs." I don't know if there are any details about how Silveo is planning...
  28. E

    SolarCity (SCTY)

    Is anyone expecting a capital raise soon with this surge in share price? If they are expecting to produce 1GW within two years, how much will that cost?
  29. E

    Last hurdles before mass production in 2020 (minus gigafactory)

    I always try to think of events that would cause me to sell a stock when I consider going long. The death of Elon Musk or him leaving the company has always been my biggest worry. I do expect him to leave and solely be the CEO of SpaceX after the Gen II is up and running for a few years.
  30. E

    Tesla Gigafactory

    Info from the Annual report regarding the gigafactory: "While we have not identified a final site for this facility, we currently expect that it will be located in one of the following states: Arizona, Nevada, New Mexico or Texas. We currently expect the facility to be built on a lot between...
  31. E

    Tesla Gigafactory Investor Thread

    Elon mentioned that the gigafactory will be using wind+solar. We can assume the obvious solar partner will be Solar City but are there any ideas for a wind partner?
  32. E

    Tesla - why there is no real competition and why there won't be soon

    If there is another car company that decides to start producing as many EVs as Tesla will in the coming years, where will they get the batteries from? Also, will consumers buy another brand of EV that doesn't have its own network of Superchargers?
  33. E

    Short-Term TSLA Price Movements - 2014

    Edit:I tried to correct DaveT and paid the price!
  34. E

    Tesla Gigafactory Investor Thread

    Previously Elon mentioned building Tesla Trucks in Texas. That could have just been smoke and mirrors to get anti-Tesla legislation to not pass or he could have really meant it. Texas is trying to lure SpaceX into the state(The Dallas Morning News | Options) so im sure they would try to compete...
  35. E

    Rumors- Apple May Have Considered Purchasing Tesla

    There was talk of Foxconn setting up a Factory in Pennsylvania for Tesla display screens. Would this be beneficial to Apple also?
  36. E

    Model S: Clever Vanity Plates

    Just saw a red Model S drive past me today, the plate was Electrk.
  37. E

    China and the Road to 30%+ Gross Margins

    I thought that JB was saying the cost of the battery was 25% of the "price" of the vehicles. Perhaps I could have worded it differently but that is what I meant based on what I understood from JB.
  38. E

    China and the Road to 30%+ Gross Margins

    Also mentioned in Oslo, the goal is to reduce cost/kWh by 30%. I vaguely remember JB mentioning that the battery cost was below 25% of the cost of the total vehicle. Lets use an example of a $100k car with the battery pack cost of $25k. If they can reduce that $25k down to $17.5k they will be...
  39. E

    China and the Road to 30%+ Gross Margins

    According to the recent Q&A in Germany, Elon Musk said that they would not build the factory and machines required to produce batteries until they know the makeup of the Gen III. If the Gen III is to debut at an autoshow in early 2015, they should know for the most past the battery makeup of...
  40. E

    China and the Road to 30%+ Gross Margins

    Hey guys, I just put up an article hosting on seekingalpha about Tesla and the importance of China. I figured we could have a more meaningful discussion here rather then in the comment section on seekingalpha. Let me know what you guys think! Tesla Motors Inc (TSLA) news: China And The Road...
  41. E

    Elon in Munich on Jan 30, 2014

    "right now, not looking to adapt that(AWD) into S"
  42. E

    Elon in Munich on Jan 30, 2014

    back up
  43. E

    Elon in Munich on Jan 30, 2014

    What is the average price of a luxury car lease in German? Elon said about 500 euros for the model S
  44. E

    What's going to be at the 2014 NAIAS Tesla exhibit?

    Ever been to a store? Two of the same Model Ss in different colors...so
  45. E

    What's going to be at the 2014 NAIAS Tesla exhibit?

    I was thinking it would be so cool if they drove the Model X from the factory to the NAIAS but i am not sure if all of the Super Chargers are in place to get there. Also, if something bad happened on that trip it would not be good for the Model X.
  46. E

    What's going to be at the 2014 NAIAS Tesla exhibit?

    Do we know that the Model S on the floor isn't an AWD? The car being turned off and the frunk not open leaves it a mystery as far as I know. Also, Elon Musk has driven a Model S indoors at a few events. Can he drive in a Model X this time?
  47. E

    What's going to be at the 2014 NAIAS Tesla exhibit?

    It looks like the Model S can hold the ski rack on top but the Model X can't? Is that why they put them on there?
  48. E

    What's going to be at the 2014 NAIAS Tesla exhibit?

    Your second picture would imply that people have seen it before! I said never before seen!
  49. E

    What's going to be at the 2014 NAIAS Tesla exhibit?

    Perhaps they are doing a good job of keeping it under wraps. I would love to see them tweaking the model shown above and actually putting it in the never before seen production model!