Compare this more like burning gas in ice to run cars VS burning fossil fuels to generate electricity and run electric cars. The solar + battery for residential market does seem viable for sunny Florida as beating utility will require current price to cut in half + subsidies. There are markets like California where rates are higher, but that's not to replicate everywhere.
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Excuse me, but net metering is not a subsidy. When my panels produce more than I consume during the day, my electricity goes to my neighbors house and turns their meter. The power company, who is not having to produce even more electricity with a peaker plant thanks to me, charges my neighbor full retail for the electricity I produced with my panels. Giving me the same electricity back at night when demand is down is hardly a subsidy.
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sundaymorning
Active Member
X's are everywhere in CA.
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Great post Nico.
A while back in the TSLA Short Term thread someone commented that he hoped Elon didn't die, as Tesla might not survive. After reading pages and pages of anger and venom across multiple threads these past few days, I don't think anyone needs to worry about Tesla Motors in a post-Elon world. Apparently there are at least a dozen members of this forum that know much, much more than Elon, and could do a better job of running the company.
sundaymorning
Active Member
petitions for referendum on Brexit revote.
1.6 million Brits signed a petition for another E.U. referendum. They shouldn’t hold their breath.
1.6 million Brits signed a petition for another E.U. referendum. They shouldn’t hold their breath.
If Tesla does acquire SolarCity to help it with its capital and cashflow, I hope they keep the SolarCity brand.
I think branding Tesla on that company could hurt Tesla vehicle sales significantly over the longer term or reduce the 'premiumness' of the high end vehicles.
I think branding Tesla on that company could hurt Tesla vehicle sales significantly over the longer term or reduce the 'premiumness' of the high end vehicles.
MitchJi
Trying to learn kindness, patience & forgiveness
From an Adrea James blog:
How a year on Wall Street changed his world view | Andrea S. James, Solve For X Coaching
1. Accelerated M3 ramp. Even if they miss it badly (they won't), the SP will be drastically higher when they do.
2. SCTY. Elon is very ethical, has much more understanding of the underlying facts than anyone else believes it's a no brainier. I can somewhat understand the negative reaction on Seeking Fantasies,, but everyone here should be familiar enough with his track record to give him the benefit of the doubt.
3. Counting TE as zero. Hedge for car batteries or a Ponzi scheme? Again this is understandable on Seeking FUD, but here it's unbelievable.
How a year on Wall Street changed his world view | Andrea S. James, Solve For X Coaching
IMO that's a perfect description of Tesla now (some main points):
1. Accelerated M3 ramp. Even if they miss it badly (they won't), the SP will be drastically higher when they do.
2. SCTY. Elon is very ethical, has much more understanding of the underlying facts than anyone else believes it's a no brainier. I can somewhat understand the negative reaction on Seeking Fantasies,, but everyone here should be familiar enough with his track record to give him the benefit of the doubt.
3. Counting TE as zero. Hedge for car batteries or a Ponzi scheme? Again this is understandable on Seeking FUD, but here it's unbelievable.
Most analysts and traders are insanely short-term. They reacted unreasonably negatively to the Q1 results, which were mostly due to early "hiccups" in Model X production. Q2 most likely won't have any of those "hiccups". I probably won't consider the numbers stellar, but the traders and analysts who never look past next Thursday probably will act all surprised and act as if it is stellar.
Every scenario beat analysts' expectations? Then you're likely to be correct. The reason is simple. Most financial analysts looked at Q1, which was exceptional due to particular issues with the Model X ramp-up, and acted as if it was typical and as if they could extrapolate from it.
Every scenario beat Tesla guidance? That would be less plausible.
Some more detail on those reports:
The fact that SCTY has delayed the installation of $75 million in equipment does lend credibility to the idea that they're short on liquidity. They gave no other reason for that delay.
The hiring reductions, however, appear to be permanent and long-term and seem to be due to automation. Apparently they promised NY some number of hires based on one factory design and they're now making a much more automated design -- so they're promising to make up the missing jobs with salespeople or something. (Maybe if they merge with Tesla they can build a Tesla service center in Buffalo and count those employees.)
I see new model S and model X everyday. But I don't count on my tiny sample.
At least they could be a big buyer of Model 3s and replace their fleet of Chevy Sonics and Nissan Versas.
Another synergy?
Another synergy?
Incorrect. Q4 conference call they talked about specialized equipment delay on vendor side where they will only have to utilize 1/2 scheduled capital outlays for q4 2016 and the other half when the equipment is installed in q1 2017.
Again, this has absolutely nothing to do with liquidly. Maybe better to not speculate so desperately here and research this further. You keep trying to fit square in the round hole...
So they're saying their vendors aren't supplying equipment when they're supposed to. Hmmph. That sounds like the sort of problem Tesla's been having. It's actually a rather serious problem because it delays the opening date of the factory.
They are pushing max capacity 1 to 2 quarters as revealed first in Dec 2015 analyst day, then again discussed in q4 2015 conference call.
Max capacity is over 1GW of high efficiency modules(arguably best mass scale modules on the planet).
They are already ramping 100mw Fremont factory right now, so they are already beginning the transition to the new silevo modules in select installs...
I'm venturing to speculate they could be outfitting the full scale tesla Gigafactory which would be possibly 100s of MWs of silevo panels and much of year one buffalo plant production.
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RobStark
Well-Known Member
EU referendum: The result in maps and charts - BBC News
17,410,742 Brits did in fact vote to leave the EU.
Democracy is not "keep on holding elections/referendums" until the establishment gets the result they want.
I'm pretty positive on this acquisition. It seems pretty clear to me that in the next ten years we are going to see rapid growth acceleration in solar energy, energy storage and EVs. Tesla has a leadership position in EVs, will soon have one in storage and believes that SoarCity has one in Solar. Competitors exist in each segment, but without integrated service offerings.
Without this acquisition Tesla has two businesses (EV & storage) that are mostly related by GF scale efficiencies. With the acquisition Tesla is able to go to utilities and other large power users and offer larger and, according to Elon, more compelling solutions.
I also think that the "market" under appreciates Elon's / Tesla's software skills. We see it with his history, with the cars, with the factory automation but when Elon talks about Tesla's energy software management system and how this is important to the SCTY acquisition it gets lost in the financial discussions.
In some ways I see similarities to the Cisco model. Building a network system from multiple primary equipment manufactures is clearly possible, but it is a pain the ass and dependent on the quality of your internal employees. Building a system around Cisco is more expensive but reduces risk.
I'm buying SCTY options, and expect to see some pretty compelling presentations from Elon in the coming weeks.
Without this acquisition Tesla has two businesses (EV & storage) that are mostly related by GF scale efficiencies. With the acquisition Tesla is able to go to utilities and other large power users and offer larger and, according to Elon, more compelling solutions.
I also think that the "market" under appreciates Elon's / Tesla's software skills. We see it with his history, with the cars, with the factory automation but when Elon talks about Tesla's energy software management system and how this is important to the SCTY acquisition it gets lost in the financial discussions.
In some ways I see similarities to the Cisco model. Building a network system from multiple primary equipment manufactures is clearly possible, but it is a pain the ass and dependent on the quality of your internal employees. Building a system around Cisco is more expensive but reduces risk.
I'm buying SCTY options, and expect to see some pretty compelling presentations from Elon in the coming weeks.
I would say I've seen about 200...not fair, really, as I picked up my CPO from Highland Park, Illinois and had a quick service call in Brooklyn. Both were lousy with them and Model X for delivery.
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