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  1. T

    Short-Term TSLA Price Movements - 2014

    TSLA is down thanks to oil. It will get back over the 200 DMA once oil stabilizes.
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    SolarCity (SCTY)

    Cramer is starting to flip flop on his momentum stock recommendations. Now he's calling FSLR a "Deep Value Play". Earlier today he recommended SCTY as a buy. What is a momentum stock? Can a stock that has fallen 45% in 2 months still be considered a momentum stock that everyone is afraid of...
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    SolarCity (SCTY)

    TSLA hit $180 and bounced higher fast. A lot of people were looking for it to hit $180. I hope they all had their limit orders in place to catch it! Now they will expect $170. I see $200 before $170.
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    SolarCity (SCTY)

    I posted earlier and still agree with my assumption that today was all about short sellers ganging up on the stock during the day while the longs sat back patiently waiting for earnings to hit. Some daredevils bought today and did well. It's going to be interesting to see what type of short...
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    SolarCity (SCTY)

    I wish I was available for the conf call today. Don't forget they raised guidance for the rest of the year as well so no signs of slowing down anytime soon. If anyone could tell from the report what % of revenue came from sales vs. lease that would be great. It looked like 66% roughly was lease...
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    SolarCity (SCTY)

    Sentiment poll: If you had to go long or short 100 shares of SCTY at today's closing price and hold it until the next earnings report release, which direction would you bet?
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    SolarCity (SCTY)

    Both TSLA and SCTY report at 4pm so there is no news. I wish there was news cause I hate seeing SCTY down 12% while TSLA is only down 3% and neither company has any news out today. The good news is SCTY filled a gap on the chart for 11/29/2013 at ~$49. The August high of $45.60 was hit too as...
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    SolarCity (SCTY)

    Are you speculating that the insiders are dumping the stock today? TSLA is only down 3% so I highly doubt that is the case. We'd see both stocks down big if insiders were dumping stock. It would be nice to know the reason the stock is down 11% on no news at all.
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    SolarCity (SCTY)

    Down 11% is definitely overblown. I hope this drop in price has nothing to do with the earnings coming out. The shorts are probably just standing tall while the longs sit on the sidelines trying to buy more cheap after ER.
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    SolarCity (SCTY)

    Does anyone have any thoughts why SCTY is down 8% today with earnings coming out after the close? I can't find any news that would make me want to sell the stock today?
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    SolarCity (SCTY)

    I am not here to recreate SCTY's retained value model. I was asking for someone else who thought they had a better one to show it to everyone. I agree with the way SCTY is calculating their retained value as well as the cost of capital figures they use. Until we are farther into the future no...
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    SolarCity (SCTY)

    I agree with their model so I'm not about to try to improve it. There are a ton of people who disagree with the retained value model but I think I've only seen one revised model of what they felt was better and it didn't have many numbers supporting it. It's amazing how people feel retained...
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    SolarCity (SCTY)

    Come out with a model for retained value and educate us all. You must have not read my entire post. Until someone comes out with a better one I'm sticking with the companies model, which I completely understand and agree with. I think they have been conservative with their numbers and I believe...
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    SolarCity (SCTY)

    You're correct Auzie. Elon said on tv that the stock was fairly priced if not a little overprice. I've never seen or read anything where he hyped up the stock price of SCTY or TSLA stating it was undervalued. It's ok to bash a stock here and have it posted but the moment you come to defend the...
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    SolarCity (SCTY)

    The market was down quite a bit today so I wouldn't expect FSLR to jump above the high of the day but it obviously surprised to the upside which was my point. It took the sector higher in after-hours. It's a hell of a lot better than a miss or just matching expectations. I never said Elon came...
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    SolarCity (SCTY)

    FSLR earnings appear strong and stock is up nice after-hours. SCTY seems to be up too on the news. I hope SCTY beats tomorrow as well.
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    SolarCity (SCTY)

    Considering Elon is a lot smarter than all of us, I'm going to use his retained value vs. my own. Until someone comes up with something more reliable then I imagine SCTY has put a lot of energy into developing it's retained value and is probably more accurate than our models would be. I'd...
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    SolarCity (SCTY)

    Retained value is very much real for SCTY. You and 1000's of people may disagree with what retained value should be, but I'm sure the US gov/IRS has approved SCTY's method of calculating retained value. We also have no clue what products SCTY will roll out in the future to sell to these same...
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    SolarCity (SCTY)

    I agree with the economies of scale beating the competition. But having the right partner like TSLA is what makes the difference regardless of size. Let's not forget the unknowns that are still growing inside Elon's head. This guy might think of something in the future that really blows out the...
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    SolarCity (SCTY)

    If you live off the grid you probably want to add a small vertical wind generator or two for the winter and cloudy days. If you supplement with wind then the battery storage becomes less of an issue. Why spend all that extra money on storage when you can add some wind power to the mix? Off the...
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    SolarCity (SCTY)

    I'm sure SCTY can set you up with a battery before long. As TSLA engineers better batteries those are available to SCTY I'm sure. Anyone looking at just a 12 month future for SCTY is really missing the big picture. They are going to gain market share, become more efficient, keep pricing down to...
  22. T

    SolarCity (SCTY)

    The accounting error may have been just a minor error but it also delayed the release of the full earnings report and that spooks a lot of investors. You and I know it didn't mean anything substantial but we do not make up the market of average investors. A large backlog shows high demand for...
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    SolarCity (SCTY)

    Not enough is mentioned about short interest helping move the stock price. I think any positive news next week that shines a light on continued long term growth is going to send the shorts running. They are holding the stock down, not the lack of buyers. When 25% of a stock is sold short and 70%...
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    SolarCity (SCTY)

    Can you elaborate on what is bs? The stock is down and it was taken down with all the other momentum stocks that have no positive earnings. Earnings come out Wed the 7th. Assuming those come out as expected or better, SCTY should trend higher again soon. Even Cramer now admits the bloodbath...
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    SolarCity (SCTY)

    Cramer appears to be pumping up the mo-mo stocks again on CNBC in the video section. Maybe the selloff is over and it's time for all the smart money to pile back into high-growth stocks. I would not want to be a SCTY or TSLA short right now going into ER next Wed.
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    SolarCity (SCTY)

    15 states still seems pretty low. I'm surprised they haven't tried to break into even more states. Whatever it takes to stay on their path to 1m by 2018 would be nice. SCTY definitely doesn't need to be missing any targets anytime soon. I see such a huge cycle of growth for them I just can't...
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    SolarCity (SCTY)

    So you think the 800 employees hired over the next year will be doing more than just solar installations on homes?
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    SolarCity (SCTY)

    How big is launching SCTY in NV? Any idea how many homes could potentially have panels installed in NV? I'm surprised the stock is only up 1.5% today. I saw something yesterday mentioning 2 possible gigafactories in the future to reduce risk. It was an interview with Elon. News out of SCTY...
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    SolarCity (SCTY)

    I wonder what the "Automatic Sell" represents. I wonder if this was a planned sale. It would be nice to see more details about these transactions. Luckily Elon isn't selling. I don't care what reason Elon would be selling for. If he sells at this price range I'd really be concerned. Does anyone...
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    SolarCity (SCTY)

    Hopefully he's just buying a house for his mother :) Form 4: Update Filing for SolarCity Corp (SCTY) Apr 30, 2014 (Vickers Stock Research via COMTEX) -- Document Processing Date: April 29, 2014 Stock Name: SolarCity Corp Stock CUSIP: 83416T100 Filer: RIVE, LYNDON R. Position: Chief Executive...
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    SolarCity (SCTY)

    My thoughts on the hybrid pricing model based on the feedback I've seen on this thread is that some people want to take 100% of the risk (purchase panels/paying installer/future maintenance) vs. those who don't want any risk at all. I bet there are plenty of people in the middle who are willing...
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    SolarCity (SCTY)

    Does anyone have any idea how much SCTY would have to charge lease customers up front to become profitable in the first 12 months of the lease? I think it would be great if SCTY had an option where the client could pay the install/design fee and then get a reduced lease rate. It gives the...
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    SolarCity (SCTY)

    The instability of the stock stops a lot of people from investing in the first place. If it was rising and falling a lot more smoothly then a lot more investors would hold on. People do not like all this crazy volatility. 50% swings is crazy. I can deal with 25% swings easily, as can most...
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    SolarCity (SCTY)

    You probably picked the absolute most negative scenario imaginable for SCTY. What you describe would be a depression, not a recession. People buy bonds and secure investments during recessions and the SCTY ABS would be quite attractive at 5% during a low inflation environment. That settles the...
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    SolarCity (SCTY)

    I made a point in one of my posted to state SCTY is recession-proof in my opinion. Everyone needs electricity and needs to save money during a recession. How could a recession possibly hurt this company? During a recession people may not want stocks but they'll buy SCTY ABS at a fixed rate with...
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    SolarCity (SCTY)

    Anyone have any ideas why TAN is getting hit 6% today and 7% for SCTY? Seems to be a washout I'm hoping. Nasdaq is only down 1% but entire solar sector is getting hit hard and I can't seem to find any news why.
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    SolarCity (SCTY)

    Finance.Yahoo.com
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    SolarCity (SCTY)

    Shares Outstanding5:91.50M % Held by Insiders1:73.30% % Held by Institutions1:7.60% Shares Short (as of Mar 31, 2014)3:10.74M Short % of Float (as of Mar 31, 2014)3:49.90% Short 49%? That can't be right? Holy cow talk about a short squeeze.
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    SolarCity (SCTY)

    Henry, I'd love to know if SCTY stock price was ever this close to the 200 day moving average when releasing earnings? I have a feeling as long as the price holds above the 200 day MA the shorts will start bailing. They will get bored and the earnings report could easily make them rush for...
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    SolarCity (SCTY)

    With short interest so high and insider ownership at 71% the short squeeze could be brutal. That's one of the main reasons I bought the stock aggressively when I did back at $33. I wish SCTY would drop more news on us piece by piece each week to keep the shorts at bay. It seems anytime the...
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    SolarCity (SCTY)

    SCTY does not resemble a bank or any other kind of lending institution. They are more of a utility than a bank. They will never be in a position they are only growing by 10% a year until the point of near saturation in solar which is 20 years away. How does borrowing money to purchase solar...
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    SolarCity (SCTY)

    I was asking for your opinion about other women taking risks of purchasing panels vs. leasing. I wasn't asking if you leased or paid for your system. That's great you paid for your system. I would buy one as well but I don't mind the hassle if it does eventually break down. Out of the first 10...
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    SolarCity (SCTY)

    I said most women and you replied by stating you take more risks than 90% of the people reading this so you're clearly not covered by the statement I made about most women not wanting to take risks on solar panels. You're also reading posts about solar panels so it's clear there's a high chance...
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    SolarCity (SCTY)

    China rarely produces the highest quality product in the categories, especially electronics. SCTY can get away with using an average quality panel if they are also servicing it. I never referred to their panels as even remotely poor quality. Of course you are going to get different opinions...
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    SolarCity (SCTY)

    Ask 10 random women if they would buy or lease a solar panel system. Most would lease and most would say yes to leasing vs. staying with utility company. I'm sure over the course of 20 years there will be issues with all solar systems. A squirrel chews on a wire, an inverter fails, something...
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    SolarCity (SCTY)

    What did SCTY's COO have to say today? Yahoo news isn't picking anything up on his speech.
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    SolarCity (SCTY)

    Sleepyhead, I see you are from TX. Have you ever heard an oilman say that TX oil should be sold for 10-20% above the cost of getting it out of the ground or is it safe to assume they are selling it at the current market (demand) price? The truth is, SCTY has a 90-120 waiting list to get the...
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    SolarCity (SCTY)

    I think we are talking about separate things. I was talking about the backlog in terms of contract to install delay. I realize the crews are growing fast so the size of the backlog is meaningless. In terms of customer service a short backlog is excellent. If you know anything about the CA...
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    SolarCity (SCTY)

    I am not familiar with the cost of leasing in CA vs. the electric utility. Maybe someone involved with a SCTY lease in CA can chime in. Instead of looking at a 10% discount, maybe think about 10% turning to 11% into 12% and just seeing the spread widen over the next couple of years. Commodities...
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    SolarCity (SCTY)

    Does anyone know what the current spread is for the average SCTY lease vs. the average electricity rate? For example, if SCTY is charging .08/Kwh and most utilities average .14/Kwh then the "spread" is .06. Over the next year or two as the economy picks up and costs continue to decline for...