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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:)
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    SolarCity (SCTY)

    Wow, not sure if this is social media wide, but if you type "Solarcity" or "Scty" in twitter, a Solarcity generated post pops up. You refresh the feed, and another Solarcity generated post pops up until someone tweets, then another Solarcity generated post pops up again, repeat... Used to...
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    SpaceX investor's thread

    Well, we might see the manned dragon in operation sooner then we think... Elon is a power player for sure... This Russian situation has been a Spacex boon on every level. Spacex will get military contracts and will be starting tests/production of crewed missions by probably the end of 2015...
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    SolarCity (SCTY)

    well, let's see what happens to this "interpretation" as the gigafactory negotiations wind down in the coming weeks... 6500 new jobs and $5bln wins the day every time... I think it's just a matter of Tesla keeping that carrot alive in everyone outside of Nevada... Also, keep Nevada on edge so...
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    SolarCity (SCTY)

    SolarCity Launches First-of-its-Kind Solar Service in Nevada " SolarCity can allow Nevada homeowners to go solar for as little as $30 per month, with design, installation, financing, insurance, monitoring and a performance guarantee included." $30/month? Wonder how the competition stacks...
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    SolarCity (SCTY)

    80% of all residential installs in the US are done in 5 states. California accounts for 52% of that... Solarcity appears to be where they need to be in that regard...
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    SolarCity (SCTY)

    Sounds a bit overkill, doesn't it? I could be underestimating the current rooftop market in NV. Maybe you need 400 more employees to cover it. In that case, NV is a good addition to Solarcity and bodes well for accelerating the achievement of 1mln customers by mid 2018...
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    SolarCity (SCTY)

    q4 conf call they hinted at reduced commercial projects and it sounded intentional. This could be interpreted as making room for gigafactory capacity building, but could be a stretch. They will now have 800 employees in Nevada, again expanding capacity what seems disproportionate to current...
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    SolarCity (SCTY)

    SolarCity Launches First-of-its-Kind Solar Service in Nevada hopefully, this won't tip the hat toward Nevada for the gigafactory too soon... Maybe New Mexico is next for Solarcity to do the same as it just has done in Nevada... Hint to New Mexico and others on energy incentives Solarcity has...
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    Tesla Gigafactory Investor Thread

    im thinking this is all about negotiation... I think some states might have thought Nevada had it in the bag with the permit applications, etc... So they might have started to write off their chances... However Elon is saying no, keep pushing on your offer, give us some expedited permitting and...
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    SolarCity (SCTY)

    Solar Energy Takes Over Professional Sports | EnergySage might we one day see the NFL/MLB/NBA games in Solarcity Stadium, Solarcity Field, or Solarcity Center? FYI, also read some tweet that Solarcity will make an announcement on knpr tomorrow about "new solar jobs." Not sure if this anything...
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    SolarCity (SCTY)

    you know what, this is probably it. Simple enough. And I think it's the same for the all the "insider selling." Nothing more then planned events that would've happened regardless of current stock price.
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    SolarCity (SCTY)

    That would really suck if that gift turned out to be a turd, right? Gift or not, still think it's a vote of confidence in the company. The way the notes read, it seems more as a retainer or performance bonus as long he sticks to be "issuer's service provider"...1/48th Vest each month after...
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    SolarCity (SCTY)

    Ha, I wish I knew that. I'm guessing, if all things go well, they will try to have enough to meet Solarcity demand at a minimum. So, if solarcity achieves 1mln customers by mid2018, then they will forecast from that number... My best guesstimation right now... Update: I've read some...
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    SolarCity (SCTY)

    Rive's sale was in accordance with the 10b5-1 plan. SolarCity - Statement of Changes of Beneficial Ownership The options exercise price is $52.90, so I think they hope to see the current stock price go a lot higher in the future... I'm sure they're not going into this hoping it goes down...
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    SolarCity (SCTY)

    Is an Energy Storage Tsunami About to Hit California? : Greentech Media More energy storage momentum in California... - - - Updated - - - Thanks for the info... It seems like in this case, right now is a bottom, flatline moment for the stock. One might think there is nothing to point to...
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    SolarCity (SCTY)

    +1 i wonder how far out they set their trading dates? Does anyone know 105b-1 stipulations?
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    SolarCity (SCTY)

    @thebanker, SolarCity - Definitive Proxy Statement He makes 276k.(pg37) - - - Updated - - - http://www.innov8energy.com/blog/innov8energy-solarcity-partner-to-provide-solar-energy/ looks like they might be adding more marketing power in the MD/DC area now...
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    SolarCity (SCTY)

    SolarCity - Statement of Changes of Beneficial Ownership he actually still holds over 2.6millions shares. Sold roughly 6%. Also sold at pretty much the 200 day area before earnings release... I'm thinking it is for personal reasons unrelated to health of the company. if he sells another 6%...
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    SolarCity (SCTY)

    Riverkeeper’s Annual Fishermen’s Ball | Riverkeeper solarcity will receive the Big Fish Award tonight... Riverkeeper’s Big Fish Award recognizes individuals and organizations that have had a transformative impact on the movement to protect our natural resources. Their innovative...
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    SolarCity (SCTY)

    Tesla’s Power Play | EnergyBiz STRAUBEL Stationary and mobile storage have a nice synergy involving economies of scale. The more batteries that are manufactured, the lower the unit cost. We help to drive down the cost of batteries for electric vehicles by making more stationary storage, and...
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    SolarCity (SCTY)

    Standard Poors Thinks SolarCity is Investment Worthy, Should You? "SolarCity (NASDAQ: SCTY ) got the blessing of Standard & Poor's this week. The ratings agency said that SolarCity's recent bonds are reated at a BBB+, an investment grade rating. This should actually come as a surprise for...
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    SolarCity (SCTY)

    Thebanker, they are operating at a loss only because they are scaling. Scaling takes a lot of capital as you know. Scaling will ultimately make the design/install cheaper. If the design,labor, etc, costs come down, Solarcity can keep creating competitive products. This is an industry that...
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    SolarCity (SCTY)

    Chandler adding more solar projects - Chandler - EVTNow "As with previous solar projects, Chandler will not owe more money if the panels produce more power than the contract guarantees. But SolarCity will reimburse the city if the panels under-perform, Norris said." South Central Connecticut...
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    SolarCity (SCTY)

    Net Energy Metering: Update on Key Distributed Generation Policy solarcity is hosting a webinar on May 20th about all things net metering... Should be helpful to all for understanding a very important topic to the future of DG...
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    SolarCity (SCTY)

    We Are SolarCity - YouTube Saw this video, I'm wondering if Solarcity is approaching 2 residential installs per day now... Also read a tweet from a Solarcity installer he finished installing a 7kw system by noon... My own little back of the envelop number says Solarcity average system size is...
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    SolarCity (SCTY)

    Tesla Power Light | EnergyBiz this is a recent JB interview on Solarcity/tesla energy storage. Although it could be shorter variation on this article from a few weeks ago... Tesla’s Power Play | EnergyBiz JB STRAUBEL: "Our long-term goal is to invent ways to solve storage problems to...
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    SolarCity (SCTY)

    I hear you, swings are crazy. I think it will all pan out in the end. Have to remember it was in the teens at the beginning of 2013. At the beginning of 2014 in the fifties. And in my opinion, closing in on the 100's at the beginning of 2015. I feel they will set somewhere in between...
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    SolarCity (SCTY)

    Thats a thought, but iit seems that when he, and everyone else, accumulates and holds for the long term, all long term investors win. The volatility happens but at the end of the annual production cycle, the stock should a lot higher then at the beginning(barring any material breach of...
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    SolarCity (SCTY)

    HenryF, to add, that purchase was made over six months ago... A lot has changed since then, big milestones achieved, and many more coming soon... not much company direct news put out since last ER, so to me, pure technicals at play in current stock price. Seems to me players are just shuffling...
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    SolarCity (SCTY)

    SolarCity Announces Date and Conference Call Details for First Quarter 2014 Earnings Report - Yahoo Finance this could get fun since Tesla's conf call will start a half an hour into solarcity's call!!
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    SolarCity (SCTY)

    Weak volume for Solarcity compared to many of the main solars...
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    SolarCity (SCTY)

    HenryF, Retained value will ultimately give way to traditional metrics as they hit break even and begin to self finance... Since this is a business currently expanding at 100% compounded, there needs to be a way to express the end result value to investors while they're getting to this point...
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    SolarCity (SCTY)

    Nice Grid Offers a Glimpse into the Future for Solar PV Plus Energy Storage a fascinating development in carros, France... The entire town will be run by PV+networked storage...
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    SolarCity (SCTY)

    Haven't heard any public news on this yet... anyone got anything? Also, JB Straubel is the keynote speaker at the 2014 Energy Storage Symposium May 21st... 2014 Silicon Valley Energy Storage Symposium In addition to Solarcity news coming down the pike before then, should be interesting what...
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    SolarCity (SCTY)

    VC Steve Jurvetson: Elon Musk is more capable than Steve Jobs was | VentureBeat | Entrepreneur | by Richard Byrne Reilly Interesting article into the mindset/thoughts of a significant institutional investor in Solarcity... might help to understand the type of people/entities deeply embedded in...