2017 Investor Roundtable:General Discussion

[ValueAnalyst]

Can anyone shed light on why the SA project has a power:storage ratio of nearly 1:1? Seems out of line with previous projects.

Also, is Tesla getting paid only for the storage portion?

 

[Fallenone]

According to Tesla slashes price of the Powerpack system by another 10% with new generation, it's $445/kWh.

Each power pack is 100KW, it's about 1000 power packs for 100MW, $50K per pwoer pack, it's about 50 million dollar. Plus inverts, probably 75 million.

Tesla has scrapped all pricing info for Powerpack now. I guess it's specific for each project. And since the info was out before, I doubt Tesla can charge more than that figure

 

[Drumheller]

Can anyone shed light on why the SA project has a power:storage ratio of nearly 1:1? Seems out of line with previous projects.

Also, is Tesla getting paid only for the storage portion?

I don't think Tesla is providing the wind portion. (edited: originally wrote solar)

 

[MP3Mike]

Can anyone shed light on why the SA project has a power:storage ratio of nearly 1:1? Seems out of line with previous projects.

I suspect that the reason is because it is being paired with a different energy source. The standard 1:2 ratio has been used with solar which doesn't provide much power for half the day. This system is paired with a wind farm, so it can provide a good amount of power 24x7 most of the time.

Also, is Tesla getting paid only for the storage portion?

What other portion is there? The wind portion belongs to Neoen and is already under construction.

 

[MP3Mike]

I don't think Tesla is providing the solar portion.

What solar portion? I didn't hear anything about a solar portion. I thought it was just being added to the wind farm that Neoen is currently building.

 

[Drumheller]

What solar portion? I didn't hear anything about a solar portion. I thought it was just being added to the wind farm that Neoen is currently building.

You're correct.

 

[RobStark]

Elon & Team are already half way to my 4Q17 estimate of 200 MWh for powerpack deployments.

Stop being so conservative, VA.

 

[RobStark]

Set up a valuation-based accumulation strategy and take advantage of the dips.

 

[FredTMC]

I am amazed by the combined media attack. All timed together across multiple media outlets. Very interesting.

Rupert Murdoch and Koch brothers... among others

 

[RobStark]

Rupert Murdoch and Koch brothers... among others

Who owns the Fing Guardian? It was part of the coordinated bear attack.

 

[FredTMC]

Who owns the Fing Guardian? It was part of the coordinated bear attack.

IDK, sorry

I recall that Marketwatch is Rupert and they are constantly bashing TSLA

L.A. Times is always bashing also.

I guess with most media outlets, if you follow the money it leads to advertisers and Tesla doesn't advertise

 

[erthquake]

Who owns the Fing Guardian? It was part of the coordinated bear attack.

I think it's run by a trust. But it's quite pro-union, so if they can knock the stock down, it takes one of the legs out from Musk's argument that non-union workers with stock options are better off than unionized.

 

[22522]

I had estimated Model 3 revenue at $120B in 2025 and 25% gross margin but 11% operating margin, so slightly more optimistic on revenue, but more pessimistic on margin than Gene. Same ballpark though.

I think your battery cost is likely too high.

 

[22522]

There clearly is collusion, but clearly no regulatory body cares and these a-holes get to do whatever they want.

Set up a valuation-based accumulation strategy and take advantage of the dips.

What does not kill you makes you stronger.

 

[22522]

129 MWh @ $250/kWh ~ $32M. Nice to have but not that huge actually.

The chance to meet a schedule commitment is huge!

The other stuff has fuzzy edges and statements made over time. This is crisp, clear and memorable.

 

[hobbes]

Who owns the Fing Guardian? It was part of the coordinated bear attack.

Now out with a good piece on battery deal (also placed prominently on title page):
Tesla to build world's biggest lithium ion battery in South Australia

 

[SPadival]

Elon Press conference excerpt

SA to get world's biggest lithium ion battery in 'historic' deal with Elon Musk

Can someone please find the full video?

 

[erthquake]

Elon Press conference excerpt

SA to get world's biggest lithium ion battery in 'historic' deal with Elon Musk

Can someone please find the full video?

Lump posted it here:

2017 Investor Roundtable: TSLA Market Action

 

[RobStark]

Book by Cadillac Showing Signs Of Success: Average User Age: 34, 90% New To Cadillac

How to Soothe Luxury-Car Buyers: Add Perks and Subtract Haggling

July 6, 2017

Introducing a New Luxury Vehicle Subscription Service from Cadillac
Be among the first to experience this exclusive new program that offers more possibilities for luxury drivers.
Book by Cadillac - Luxury Vehicle Subscription Service
Book by Cadillac is a monthly subscription service that gives members the opportunity to have one Cadillac in their possession at all times and the ability to exchange vehicles among a predefined set of vehicles as their needs change (for example, access to a large SUV for vacation or access to high performance cars for a thrilling weekend experience.). In short, for a single subscription, members have an entire garage of Cadillacs at their disposal. Requests for vehicle exchanges are made through a mobile application. Confirmed reservations will prompt a Concierge to deliver the desired vehicle to a member, on a specified day and time, subject to Book by Cadillac’s hours of operation, service delivery rules and vehicle availability.


Cadillac is testing a program whereby customers never buy any particular vehicle at all. Instead, they buy rights to a car and can change which one they want to drive using a mobile app.

Book by Cadillac, being tested in New York City, offers the ability to switch among Cadillac models up to 18 times per year. Using the Book app, customers can reserve a vehicle that, if it is available, will be delivered the next morning to the location of their choice.

The program costs $1,500 per month, which includes registration, insurance, service and repairs. All vehicles, including the Escalade, CT6, XT5, CTS-V and ATS-V, have high-end trims, plus a 4G LTE connection and hot spot, OnStar and satellite radio.

About 8,000 people have asked to be part of the program, the company said. And the high-tech, no-commitment approach has attracted younger drivers: Although the average age of a Cadillac owner is 62, the average age of those signing up for Book is 34, 90 percent of them first-time Cadillac drivers.

“We’re a Netflix for cars,” said Melody Lee, Cadillac’s director of brand marketing.

 

[MXWing]

Let's help the paid media with some titles for tomorrow:

Here are a few. Pls chime in with your own suggestions.

Elon scraps cars and focuses on just the batteries.

Elon loses hope on cars and the us and pivots towards international markets.

Here is what makes Elon's battery project in Austraila so bad for the stock.

Goldman analyst downgrades tesla and changes price target by $1 dollar citing general disdain for kangaroos.

Don't count your money yet Elon - 5 reasons why Tesla's desperate project in Austraila will take longer than anticipated.

Musk seeks to distract from "rolling coffin" Model S safety issues with side project in Australia.

Tesla scrambles to find market for batteries after car demand plateus.

Tesla accelerates EPS losses by taking on worlds largest batttery project.

Elon is on time as the Pope is Catholic will give Australia 50 million in free batteries.

Goldman reverses downgrade from 190 to 180. Will upgrade from 180 to 190 citing only a 45 percent loss in share value instead of 50.

Citron research states 3rd time is the charm after failed shorts of Nvidia and Mobileye.