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  1. doggusfluffy

    SolarCity (SCTY)

    Well I think this concludes my brief investing career. Good luck everyone.
  2. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    Heh agreed. I thought AudubonB had huffed and puffed and banished him away...but I also have him blocked to try and keep this thread readable.
  3. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    Isn't VW basically the poster child for this transition? This news conference where they admit they're behind Tesla in Electric, connected cars and self driving was quite humbling I imagine. Volkswagen Shake-Up Meets With Investor Skepticism
  4. doggusfluffy

    Tesla Gigafactory Investor Thread

    Tesla Gigafactory Update: 31 new permits, 2x in size, 2170 battery 'Module Line'
  5. doggusfluffy

    SolarCity (SCTY)

    Don't forget the mysterious Tesla inverters. We'll need a thread for those too. ;) https://fortunedotcom.files.wordpress.com/2016/11/kauai-32.jpg?w=1024&h=683
  6. doggusfluffy

    SolarCity (SCTY)

    It's beginning to seem like this is the extent of the "glossing over it" bailout scenario you predicted and the brand will fade into oblivion just like this thread. 2016 has not gone at all how I envisioned. So many unanswered questions.
  7. doggusfluffy

    SolarCity (SCTY)

    I'm personally curious, are people even discussing the merits of a universal basic income? It seems like the most efficient "solution" to the fewer and fewer scraps for people to fight over is a very real problem that is going around these days. Even opening up all the mining and a couple new...
  8. doggusfluffy

    SolarCity (SCTY)

    An Exclusive Look at Tesla & SolarCity’s Battery Solar Farm in Paradise SolarCity-Tesla vote today has big stakes for Buffalo Niagara - The Buffalo News
  9. doggusfluffy

    SolarCity (SCTY)

    House of the rising solar WHITEHOUSE SLAMS TRUMP’S ENERGY TRANSITION TEAM: Donald Trump has given a “rotten signal” that he’ll follow through on his pledge to “drain the swamp” from special interests by adding lobbyists associated with the Koch Brothers to his transition team, Sen. Sheldon...
  10. doggusfluffy

    SolarCity (SCTY)

    The view of voters in West Virginia coal country Deep in Virginia’s craggy coal country, they saw Trump as their only hope Why isn't coal country asking for a universal basic income...or at least discussing it?
  11. doggusfluffy

    SolarCity (SCTY)

    Oh, Jeez As rooftop solar costs drop, utility attempts to raise barriers may not work
  12. doggusfluffy

    SolarCity (SCTY)

    Nevada approves measure to break up NV Energy's monopoly
  13. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    A nice little shout out...
  14. doggusfluffy

    SolarCity (SCTY)

    I guess we'll have to see how much was campaign rhetoric, but I'm not very optimistic. Solar, wind companies see stocks fall after Trump win
  15. doggusfluffy

    SolarCity (SCTY)

    Florida voters say no to misleading solar amendment
  16. doggusfluffy

    SolarCity (SCTY)

    Tesla merger bid for SolarCity wins key support - The Buffalo News Tucson Electric puts huge solar, wind projects out to bid
  17. doggusfluffy

    SolarCity (SCTY)

    Solar providers look to storage technology to boost industry First Solar Beats Earnings, Misses Revenue and Accelerates Move to Series 6 Module
  18. doggusfluffy

    SolarCity (SCTY)

    http://theind.com/article-24174-lus-quietly-clouds-solar%E2%80%99s-future.html Florida Supreme Court to consider taking utility-backed solar Amendment 1 off ballot
  19. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    Ever since I started lurking here the golden unicorn has always been "Wait for TSLA to show a profit."...and even Elon referenced it as "pie in the face" of wall street. I'm "puttin on the foil" Hanson brothers style. ;)
  20. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    Yeah it's weird, I've been thinking about this phenomenon recently. I think it's partially a credibility problem, but it's exasperated by the lack of detailed information Tesla provides. It reminds me of the clever Gigafactory opening slide, raw materials come in, bunch of stuff happens...
  21. doggusfluffy

    SolarCity (SCTY)

    Inside Look: SolarCity Plant Ready for Outfitting
  22. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    Is this scenario the explanation for the widening arbitrage? As 170 gets closer the odds of nulification increase?
  23. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    If you listen to some of the SolarCity earnings calls around early 2016 you will hear a much colder, sometimes even contemptuous tone.
  24. doggusfluffy

    Shorting Oil, Hedging Tesla

    Exxon Enters No Man's Land
  25. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    How about a SP capital raise for a broke ass cult member... :p
  26. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    Plus Panasonic is in that mix...and looking to be a partner with an excellent global supply and distribution efficiency strength as well as manufacturing.
  27. doggusfluffy

    SolarCity (SCTY)

    This seems like such a bleak outlook. You have no faith in any of the possible solutions and restructuring that has already taken place? From my perspective the steps are: Online ordering/Sales layoffs Tesla inverter Powerwall 2.0 (assuming a larger option co-owned and partially utilized by grid...
  28. doggusfluffy

    SolarCity (SCTY)

    Solar amendment campaign scrubs its web pages after leaked recording US energy shakeup continues as solar capacity set to triple
  29. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    I'm still trying to wrap my mind around this idea...but doesn't this signal the end of "The Demand Problem" once full auto is up and running? What I mean is any excess vehicles produced out of Fremont say 2200-2400 a week capacity that aren't sold to customers...Tesla sends off into service...
  30. doggusfluffy

    SolarCity (SCTY)

    McCarthy, uncensored: Gina McCarthy says her patience has “worn thin” for those who deny climate change: “If they haven’t figured out by now, what in God’s name could anyone say to them?” she asked. “I don’t check out flat Earth society and I’m not talking to climate deniers. That’s it. Sorry, I...
  31. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    One more ZEV wildcard to toss into the mix. Also I believe California AG was involved in the original suit against VW. U.S. judge signals likely approval of VW diesel buyback settlement
  32. doggusfluffy

    SolarCity (SCTY)

    West Virginia court orders EPA to track coal job losses from pollution regulations GREEN GROUP OFFERS NEW ELECTION TOOL: ClimateTruth.org Action today is launching a new website — NoFossilFuelMoney.org — tracking contributions from oil and gas, electric utilities, coal mining and related...
  33. doggusfluffy

    SolarCity (SCTY)

    The more I'm thinking on this partnership...couldn't this mostly be about the planned ultimate expansion of the Buffalo factory to 5 GW and quickly fleshing out the supply chain using Panasonic's existing business relationships? Panasonic and Tesla collaboration has already proven to yield great...
  34. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    It could be to help manufacture the solar roof too. SolarCity has been quiet lately.
  35. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    Tesla/SolarCity: First look at new Silevo solar panel that Musk has been boasting about for its aesthetic features
  36. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    They were both ~23% module level efficiency if I remember correctly. Silevo technology was supposed to be cost efficient and scale up well.
  37. doggusfluffy

    SolarCity (SCTY)

    Wal-Mart Leads the Nation in Corporate Solar Deployments. What Will It Do With Storage? Florida Is About to Vote On Who Controls Its Solar Power
  38. doggusfluffy

    SolarCity (SCTY)

    Tesla CTO JB Straubel presents his vision at housing innovation conference Tesla and SolarCity are holding a special shareholder meeting in November to vote on merger
  39. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    Additionally if you follow the logic, Oncor executives clearly see a benefit for themselves making a deal with Tesla and with NextEra and the PUC negotiating perhaps they have some new structural freedom to swing a deal. I called it a WAG based on the tweet criteria that it was unexpected by...
  40. doggusfluffy

    SolarCity (SCTY)

    SolarCity's CEO says to expect big growth in 2017
  41. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    How about another WAG...Next Era buying a Texas Gigafactory? I believe Tesla previously had a 2B deal in Texas with Oncor directly that was ultimately cancelled around 2014. Florida-based NextEra agrees to $18.4 billion deal to buy Texas electricity giant Oncor | Energy | Dallas News
  42. doggusfluffy

    SolarCity (SCTY)

    SolarCity CEO says more customers buying power systems Why It’s So Hard to Get Solar in Florida (That’d Be the Sunshine State)
  43. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    So much for the old a win should feel like a win...
  44. doggusfluffy

    SolarCity (SCTY)

    Goldman just dumped $205m into Altus Power, whose business sounds exactly like SolarCity so also a direct competitor now too?
  45. doggusfluffy

    SolarCity (SCTY)

    Elon Musk’s SolarCity Corp. expands into the Charleston market Zemsky sees SolarCity staying on schedule - The Buffalo News
  46. doggusfluffy

    Short-Term TSLA Price Movements - 2016

    Tesla Energy should be involved with communities looking to ultimately become energy independent. It's been frustratingly quiet for awhile now. Boulder submits plan to take over Xcel Energy electric assets
  47. doggusfluffy

    SolarCity (SCTY)

    Altus Power America Raises $205 Million for Solar Expansion
  48. doggusfluffy

    SolarCity (SCTY)

    Financial Experts Not Overly Optimistic For SolarCity's Future In WNY
  49. doggusfluffy

    SolarCity (SCTY)

    Nevada task force recommends restoring net metering as PUC welcomes 2 new regulators Mission Solar closing N-type mono cell line with 87 job losses - reports