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They didn't ask about cash flow neutral. They didn't ask about the possibility of GAAP profitability with reducing PPAs.
But it was an interesting call with Musk present.
from what i have read, here and there Li is around 3-7% of battery, and some say recycleable and some say too expensive. you may also read .pdf of advanced battery materials (drink coffee first!) http://bmr.lbl.gov/wp-content/uploads/sites/3/2015/01/BMR-3Q-Report_Oct-19.pdf
there are very good reasons some of us have decided to wait a bit,
1) no answer yet on buying power wall with 3-4 inquiries (admittedly florida, usa so ok)
2) want PV + battery + EV plug (HPWV) + VPP capable inverter + "islanding" capable (microgrid of 1 house or more)
3) Australians seem ahead of US AGL invests in world’s largest battery storage virtual power plant
4) pretty ready to buy if get the "whole package" ( present PV array installed 1999)
i somewhat disagree. look up UniSolar ASi flexable panels that went on standing seam roofs. low power, lots of connectors to go bad. (from around 20+ or so years ago)
MitchJi
Trying to learn kindness, patience & forgiveness
You know that SCTY loses money on every panel they install?
A down day would be nice so that my limit order for TSLA options fills.
MitchJi
Trying to learn kindness, patience & forgiveness
Tesla Short Interest Falls 2.4 Million Shares
It seems like the larger and smarter shorts are starting to bail. If so that obviously reduces the chances of the acquisition triggering a squeeze. Maybe I'm better off if the orders I've placed for Mar380's don't fill.
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Mario Kadastik
Active Member
This morning SPWR and others are really getting hammered while SCTY is only marginally down. SPWR especially with -30% on the stock (happy I got out a few weeks ago). So the rest of Solar sector is in serious trouble...
There is concern of water seepage into crevices. Wiring of modules is elevated and air-space oriented. GAF lifetime shingles alone are a $10,000-15,000 roofing solution and made well. However, add in wiring, technology and try to make them 30-40 year shingles in addition and it is very hard.
A metal roof with metal-roof attachment solar pv and you have a 30+ roof off the bat. What they need to do is find ways to make metal roofs look less like metal roofs for residential communities. And perhaps use a knurled surface pattern on glass rather than flat glass as the solar surface so it looks rougher and harder to spot. Then it may catch-on as a roofing "first choice". In New Orleans, there are a lot of solar roofs out there and they look pretty bad, not even close to the typical color of roofs and were influenced by the solar rebate program so many have shading issues, poor placement, etc. Same thing happened in Australia.
MitchJi
Trying to learn kindness, patience & forgiveness
These may seem like egregious “failures” of an unsafe system—but compared with what? It’s only a failure if you’re thinking about a Tesla as a self-driving car that just isn’t up to the task. It’s not that car. Consider this: If a Toyota driver had standard cruise control set for 70 miles per hour on the highway and failed to take over and reduce speed for a 25 mph turn, would we blame the cruise control for the resulting crash? Relinquishing full control to Autopilot is no different.
That is one of the best paragraphs I read in defense of autopilot.
Got it from here: I Just Drove 8 Hours on Tesla's Autopilot and Lived to Tell
That is one of the best paragraphs I read in defense of autopilot.
Got it from here: I Just Drove 8 Hours on Tesla's Autopilot and Lived to Tell
With the pending release of the Gen 2 powerwall how do you think that would affec
Thanks for the update. Earlier he had mentioned that those would be released July-Aug. I was hoping to identify how it would affect the SP. It now sounds like it would be catalyst for Q4.
Looking at my IB news feed, it looks like the media is trying to run with the China AP accident story now...even though the news is like a week old. It's like they have a list of negative stories to run and just use them as needed to produce the best effect.
"Something AP related? Eh, let's sit on it. SCTY reports soon, let's wait to see if we can use that. No? SCTY did OK? Alright, let's go with the China AP thing. Ready, set, go!"
"Something AP related? Eh, let's sit on it. SCTY reports soon, let's wait to see if we can use that. No? SCTY did OK? Alright, let's go with the China AP thing. Ready, set, go!"
Extracted some quotes from Elon and a picture/diagram of the solar roof panels (look like standard solar panels). All of this came from articles published by Electrek on the Solar City conference call in June.
"So on the same surface area of roof you can get as much as a third more power. Aesthetically speaking, the Silevo panels look better, they look a lot better. If it’s done right, we can make your roof look better with solar panels than without."
"I really do want to emphasize that I think the Silevo technology is going to make quite a big difference. I don’t see any kind of fundamental cost issue that prevents it from being at or lower cost per watt than any other panel in the world."
"I’ve spent time in the SolarCity/Silevo factory in the Bay Area so I’m familiar with this."
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Expect that Tesla Energy products will not significantly impact stock price until Q1 2017. There are so many catalysts lined up, that one might reasonably expect a series of bumps in the stock price, starting with a big jump in revenue in Q3, followed by Auto pilot, Tesla Energy and Model 3. Could the first production Model 3 be less than a year away?
That doesn't change the big picture. We can fairly assume that the reported highest VIN is not very far from actual highest VIN.
When you have enough data points you can rather accurately estimate the highest number.
Please see German tank problem - Wikipedia, the free encyclopedia
1) Event in China happened over 1 week ago. Why is it being reported on today?
2) The Tesla brazed a Volkswagen vehicle that was parked (illegally) on the left side of the highway.
3) No-one was injured.
4) 100% probability the full event was caught on camera. There are tons of cameras everywhere on China's highways.
5) In a post online, the 33-year-old programmer (Luo Zhen or Lou Zhen depending on which article you read) admitted he was not paying attention and did not have his hands on the wheel — something that Tesla instructs its drivers to do when using the driverless mode.
6) It's nearly impossible to drive 100% safely on China's highways. There are a crazy number of old or makeshift vehicles being driven at crazy speeds. In my view, the minor accident was probably the best case scenario. The accident probably would have been a lot worse if it wasn't active.
7) I wonder who Luo Zhen or Lou Zhen is. Usually for legal reasons, with these types of events in China, newspapers don't say the full name of the person.
2) The Tesla brazed a Volkswagen vehicle that was parked (illegally) on the left side of the highway.
3) No-one was injured.
4) 100% probability the full event was caught on camera. There are tons of cameras everywhere on China's highways.
5) In a post online, the 33-year-old programmer (Luo Zhen or Lou Zhen depending on which article you read) admitted he was not paying attention and did not have his hands on the wheel — something that Tesla instructs its drivers to do when using the driverless mode.
6) It's nearly impossible to drive 100% safely on China's highways. There are a crazy number of old or makeshift vehicles being driven at crazy speeds. In my view, the minor accident was probably the best case scenario. The accident probably would have been a lot worse if it wasn't active.
7) I wonder who Luo Zhen or Lou Zhen is. Usually for legal reasons, with these types of events in China, newspapers don't say the full name of the person.
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jhm
Well-Known Member
I'll need to replace my roofing in about five years. It may as well be solar.
Point is, there's a natural re-roofing cycle, solar needs to get into it. Over the next 30 years nearly all roofs will be replaced. So the solar share of that market is a critical determinant for the long-term solar market.
Point is, there's a natural re-roofing cycle, solar needs to get into it. Over the next 30 years nearly all roofs will be replaced. So the solar share of that market is a critical determinant for the long-term solar market.
stealthology
Member
If deliveries are a dissapointment this year, what are some realistic short term catalysts we can look to? How can SP hold/do well through end of year? I'm definitely excited for next year when they things get real with Model 3.
I feel like there's a pretty low liklihood Tesla hits 50k deliveries for the second half this year. Just listening to Elon speak in the conference call, he didn't seem very excited when talking demand and 'about 2k/week' for the remainder of the year.
I feel like there's a pretty low liklihood Tesla hits 50k deliveries for the second half this year. Just listening to Elon speak in the conference call, he didn't seem very excited when talking demand and 'about 2k/week' for the remainder of the year.
3Victoria
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