AFAIR Silevo panels have a lot less steep efficiency dropoff profile as they heat up.
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AFAIR Silevo panels have a lot less steep efficiency dropoff profile as they heat up.
Do you have technical links to tech sheets and compare to SPWR and SolarWorld?
Now, sure - maybe a roof shingle made with Silevo differs from Dow and Certainteed original junky shingles. But how does it compare with Solar modules from the top suppliers or even their own Silevo? I guess solar shingles is the next power-wall style "place your order, we will count up reservations and publish some sort of big number" thing. Where's the order page? Will they limit the # of entries per IP address?
They tend to build the most expensive models first then do the lower options models, could they have been backloading all those cheaper 5 seaters? Also regarding demand, I haven't been tracking the numbers or anything so take this with a grain of salt, but it seems possible that X demand is higher than S right now and maybe as a permanent trend if you think of how much the market has gone toward SUVs over time and since the quality issues should be pretty much figured out now which probably kept some reservation holders from configuring.
At this point I'm not too keen on digging in the details and I'm fine to concede that I don't know but if they started talking about this to public they probably have something in at least prototype form that is working well enough. Maybe they combine with heating system, maybe active cooling, we just don't know. What we do know is they're confident enough to hint on product reveal. Good enough for me.
mmd
Active Member
In other news, short interest in TSLA down sharply.
Settlement Date Short Interest Avg Daily Share Volume Days To Cover
7/29/2016 26,963,483 3,240,977 8.319554
7/15/2016 29,325,178 4,179,943 7.015688
6/30/2016 30,951,082 7,170,311 4.316561
Read more: Tesla Motors, Inc. (TSLA) Short Interest
Settlement Date Short Interest Avg Daily Share Volume Days To Cover
7/29/2016 26,963,483 3,240,977 8.319554
7/15/2016 29,325,178 4,179,943 7.015688
6/30/2016 30,951,082 7,170,311 4.316561
Read more: Tesla Motors, Inc. (TSLA) Short Interest
RobStark
Well-Known Member
How about we wait for the tech sheets and price per installed kW before we take a dump on them?
larmor
Active Member
What would be the fun in that? Plus what about all the Charmin shareholders....
tinm
2020 Model S LR+ Owner
Solar shingles makes a lot of sense in Tesla stores. As oposed, say, to SunPower panels, which are big, industrial-looking, and unwieldy. Shingles are things people understand, they don't take up a lot of space, and they can be creatively arranged in merchandising displays that are pleasing to consumers.
I've always had this pet theory that one reason Apple never got into flat-panel TVs is they're too big, and they'd wreak havoc on the store design of Apple's stores. (Plus, people couldn't walk out of the store with a huge 80" TV in a trendy Apple bag.)
Bottom line: I believe solar shingles will fit in well with Tesla's stores; they have the room for them, and they comprise a key part of what's becoming a compelling "we're here to save the planet by transforming energy into sustainable methods that protect our climate and your kids' lives" narrative.
I've always had this pet theory that one reason Apple never got into flat-panel TVs is they're too big, and they'd wreak havoc on the store design of Apple's stores. (Plus, people couldn't walk out of the store with a huge 80" TV in a trendy Apple bag.)
Bottom line: I believe solar shingles will fit in well with Tesla's stores; they have the room for them, and they comprise a key part of what's becoming a compelling "we're here to save the planet by transforming energy into sustainable methods that protect our climate and your kids' lives" narrative.
I would love to see all new homes built with say 3KW of "pre-installed, pre-configured and simple" Solar PV. But the overall issue is who gets the ITC 30%? The builder? And who gets the SRECs? Homeowner, most likely. The result is more new homes having less impact on the grid resources already in place as new areas are built-out or new apartment complexes are setup. The less a homeowner has to do, the less paperwork, the less they have to "do", the better. But builders want low low pricing. They will work with a supplier if the price is to their advantage.
racer26
Active Member
To me, the thing with solar shingles, is that they have to be designed in such a way that they are easily installed by people with limited electrical know-how.
I think that in order to maximize adoption, you have to make it so its essentially a plug and play thing for existing roofing companies to just pick up boxes of Tesla Solar Shingles, instead of whatever make of shingles they use today. I'm not sure what creative way you can package the technology to make it easy to use, but there's got to be a way.
I think that in order to maximize adoption, you have to make it so its essentially a plug and play thing for existing roofing companies to just pick up boxes of Tesla Solar Shingles, instead of whatever make of shingles they use today. I'm not sure what creative way you can package the technology to make it easy to use, but there's got to be a way.
tinm
2020 Model S LR+ Owner
I'm hoping they're just like a roof full of oversized SD cards, and you just slide each into a slot, and move on to the next one.
What's better than homes installing solar shingles would be for the farmer in the community to convert 10 acres to high-density solar arrays in their fields and not producing corn for ethanol fuel for car engines. It is always by-far more efficient to do large scale, push-in racking installations of many acres of solar than to go and do thousands of homes to equal the same MW output. Easier to maintain, fewer people to "satisfy" and more.
A farmer can farm sunshine 12 months a year. Crops? Not so - only one or two crops can be done per year.
A farmer can farm sunshine 12 months a year. Crops? Not so - only one or two crops can be done per year.
racer26
Active Member
And ideally, you should be able to build a roof with a mix of whatever the solar shingle product is, and traditional asphalt shingles. Otherwise, the edges and peaks and stuff where you need an asphalt shingle's flexibility will be difficult.
adiggs
Well-Known Member
I can't speak to plausibility, but my limited financial engineering brain is thinking that hedging the position via short shares of Tesla sounds outrageously expensive. Recent Fidelity rates have been in the 16% range to borrow TSLA to short. I know I wouldn't want to own that hedge for very long
4MM share delta here. 4MM times the original exercise price of 161.88 = just under $650M. The value their bonds went up would be against the net loss of the short shares. In the end, they may get cash plus shares they can close out their short positions with. I guess it could be a cause of some short interest evaporating.
Now, does the next 2.8 Billion in bonds also get backed by short shares? They booked the Feb 2014 bonds when pps was $250 follownig a lot of pumping by Adam Jonas. So they are up on share value by $20 and slight loss on bond value. That would be roughly 11.2 milion shares @ 250/share. Look back at short interest history and if you can find it, was it much less prior to February of 2014? Nasdaq only goes back to 2015. But someone would know.
MitchJi
Trying to learn kindness, patience & forgiveness
Profitability-Quote-1 said:
Last year Julian made a very convincing case that last summer and fall the following things would happen (simplified list):Profitability-Quote-2 said:
1. MS and MX would both be produced in sufficient numbers to produce much higher income than the MS by itself.
2. TE production would provide an additional, substantial source of income.
3. Due additional two sources of income listed above (MX and TE) and the fact that M3 CapEx wouldn't be required Tesla would be cash flow positive. He thought the combination of these factors would trigger a squeeze.
I think that the first two items on the list are imminent (Q3...Q1). But we've got two dampers on the SP. The SCTY merger, which I think or hope when TE starts producing cash, the market will figure out is a huge plus and the M3 accelerated ramp.
My question is:
Given your (all opinions are wanted) expected situation over the next six month's, what is your opinion (a consensus would be great if possible) on the effect on the SP of Tesla announcing in Q3 or Q4 that they are "profitable excluding the Model 3 CapExX", or OpEx if Elon made a mistake.
I don't even care what the name of the accounting bucket is where the money ends up.
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