Short-Term TSLA Price Movements - 2015

[ScepticMatt]

Spoilers:

Press Kit | Tesla Motors

edit: damn

 

[eloder]

Tesla’s selling price to installers is $3500 for 10kWh and $3000 for 7kWh. (Price excludes inverter and installation.) Deliveries begin in late Summer.

From the press kit.

Extremely good prices compared to the competition out there. We've got a winner!

 

[Auzie]

New company logo on the standby page: "Tesla Energy"

View attachment 79807

:love::love::love:

Tesla Energy - great name

 

[Crowded Mind]

One would think that the "Home Battery" designation doesn't bode super well for the hope of an announcement of big corporate contracts. Guess we'll see.

Nailed it

 

[MikeC]

This is pretty much what I hoped it would be and I think more than the market was expecting.

 

[Jonathan Hewitt]

Looks like a great price, great product, and they have busniess partners already lined up. Win win win. Maybe some analysts can get some numbers out of this now?

 

[Citizen-T]

$500 for 3kWh (10kWh - 7kWh). That's $167/kWh. #justsayin

 

[FluxCap]

This is pretty much what I hoped it would be and I think more than the market was expecting.

Agreed. The massive list of big-name partners in business and utilities is huge and unexpected, too. Also, Amazon Web Services (the partner mentioned) just sent AMZN stock up through the roof on their earnings call last week. Good stuff.

 

[eloder]

$500 for 3kWh (10kWh - 7kWh). That's $167/kWh. #justsayin

That's a very good point! I hope analysts catch onto it

 

[FredTMC]

Agreed. The massive list of big-name partners in business and utilities is huge and unexpected, too. Also, Amazon Web Services (the partner mentioned) just sent AMZN stock up through the roof on their earnings call last week. Good stuff.

wheres Waldo? Er Walmart... Maybe it was Target all along rather than wal mart

 

[vgrinshpun]

Spoilers:

Press Kit | Tesla Motors

edit: damn

$3500 for 10kWh means that in California this battery unit (plus inverter, and probably installation) is **FREE** after the SGIP incentive of $1752/kW, or, for a two-hour rated battery like Tesla's, $876/kWh.

Everyone in California now can get Tesla PowerWall essentially free. Anyone going to guess what it will do for the demand? I guess we will be production constrained forever...

 

[Citizen-T]

wheres Waldo? Er Walmart... Maybe it was Target all along rather than wal mart

Walmart is a SolarCity customer. I'm sure they are saving that bit for SolarCity's conference call.

 

[doggusfluffy]

I hope they have a lot of batteries sourced!

“For the first time, running your home on a battery will be affordable and easy,” says TreeHouse co-founder and president Jason Ballard. “I think in the near future, having a battery in your home will be as normal as having a water heater or a dishwasher.”

 

[Hogfighter]

Any guesses as to what the stock will do tomorrow?

 

[MikeC]

$3500 for 10kWh means that in California this battery unit (plus inverter, and probably installation) is **FREE** after the SGIP incentive of $1752/kW, or, for a two-hour rated battery like Tesla's, $876/kW.

Everyone in California now can get Tesla PowerWall essentially free. Anyone going to guess what it will do for the demand? I guess we will be production constrained forever...

I'm thinking GF2 gets announced once we reach ATHs.

 

[FluxCap]

$3500 for 10kWh means that in California this battery unit (plus inverter, and probably installation) is **FREE** after the SGIP incentive of $1752/kW, or, for a two-hour rated battery like Tesla's, $876/kW.

Everyone in California now can get Tesla PowerWall essentially free. Anyone going to guess what it will do for the demand? I guess we will be production constrained forever...

That is amazingly awesome, thanks Vladimir!

 

[FredTMC]

Walmart is a SolarCity customer. I'm sure they are saving that bit for SolarCity's conference call.

Ah. I like your thinking

 

[AlMc]

Any guesses as to what the stock will do tomorrow?

Obviously positive. I keep waiting for EM. The kicker for me will be him saying they have certified other battery manufacturers and that they are ready to roll:wink:

 

[FluxCap]

Any guesses as to what the stock will do tomorrow?

Well if I'm an analyst rebuilding my models tonight, I have to factor in years of revenue growth from not just home battery sales, but major corporate customers, and utilities as well. When I look at Tesla's brand and the Gigafactory output, I have to guess that Tesla will dominate this space they have essentially willed into existence for years to come. Whether it's tomorrow or later, there are DEFINITE upgrades going to be flying at TSLA in short order.

 

[austinEV]

$500 for 3kWh (10kWh - 7kWh). That's $167/kWh. #justsayin

That might be the most important number of the day. Why price the delta to be a loss?

167* 85=14195
167* 70=11690
167* 60=10020

Sometimes I wonder how TM's COG is as high as it is. The non-battery car cost needs cost reduction badly.