ValueAnalyst
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I agree. I like all ideas, even those I might consider extreme IF they are based on analysis or even good speculation. Keep posting here.
Also... freedom of speech.
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I agree. I like all ideas, even those I might consider extreme IF they are based on analysis or even good speculation. Keep posting here.
One point, Young Jedi, the right to freedom of speech is based upon the government shall not restrict freedom of speech. There is no prohibition on employers, websites etc. It is a common misunderstanding. Forgive my technical focus.Also... freedom of speech.
If they sell 10,000 panels they can reinvest that money to make more/better panels immediately.
If they deploy them on the gigafactory it'll take some twenty years? to see returns on that purchase.
Yes, the value of solar roofs for Tesla is that it removes an obstacle for buying their cars. If there aren't compelling solar options then people will be slow to adopt solar and that will make it slower to adopt EVs. One example is with Model 3 ramp, lots of new owners are going to be surprised with how much their electric bill will go up, especially in California (one of Tesla's biggest markets and a market that penalizes high electric usage). So, it's imperative for these new M3 owners to have compelling and easy options to adopt cheaper solar energy. Solar roofs is one of those options. And even if it doesn't make Tesla much money, ever, it still provides immense value if it redefines the solar landscape. But after other competitors release their own solar roof products and if they are competitive to Tesla's, then the need for Tesla to keep making solar roofs is reduced.
One point, Young Jedi, the right to freedom of speech is based upon the government shall not restrict freedom of speech. There is no prohibition on employers, websites etc. It is a common misunderstanding. Forgive my technical focus.
Total stranger, eh? That's a bit rich coming from an anonymous poster on the internets who offers "premium" paid subscription on a website (seeking alpha) where the editors have a definite anti Tesla bias.You may not, but I'll definitely ask you next time I need advice from a total stranger. You seem cool.
I estimate that the Model 3 reservations have exceeded 600k mark as of May 15, 2017. I expect this number to exceed 1.0 million by end-17, and 1.5 million by end-18 as the number of orders continues to exceed the number of cars delivered throughout 2018.
Based on this, I continue to expect Tesla to once-again significantly accelerate its production plan for the next three years, in-line with my previous prediction.
LOL. Very good post.
Also, no one has a right to an audience though speakers often admonish crowds for booing.
Any merit to the claims that the storage business dropped in this latest quarter? If true, whats the explanation behind the drop?
Total stranger, eh? That's a bit rich coming from an anonymous poster on the internets who offers "premium" paid subscription on a website (seeking alpha) where the editors have a definite anti Tesla bias.
Ok, I'm way late to this thread and certainly haven't read 700+ pages, so I'm not sure if this has been answered already. In looking at their recent SEC filings at Tesla - Quarterly Report, I'm wondering about page 37 "In the three months ended March 31, 2017 we used cash of $276.6 million towards Gigafactory construction..."
From what I can figure, little or not none of that shows up on the statement on page 5 as either operating expenses nor loss from operations, correct? (And, if that's the case, little or none of that $276.6 million contributed to Tesla's ~$330 million loss in Q1 2017.)
I'm not an accountant and don't know how this is handled.
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I don't know what claims you speak of but revenue is up 62% over last quarter.