Short-Term TSLA Price Movements - 2016

[CALGARYARSENAL]

I definitely agree. I wonder if he might have just come back from a long journey or some other event, perhaps explaining why he originally planned to start later.

After dealing with the BS that accompanied this week, we are all tired. Imagine if you were in his shoes! Kicked in the nut sack after having one of the best quarters ever. I have to replace my roof soon. We don't have solar city in Canada. I am hopeful that will change real quick.

 

[anon]

On a different note, here's an update on the SpaceX explosion: Anomaly Updates

Maybe that explains Elon's tiredness/distraction.

 

[Quassinoid]

So that is what Tesla Glass is. I thought it would be HUD or something like that.

Nice demo of dropping something on the various tiles. That alone will get the stock to 221. Imagine never having to replace a roof again (and dealing with broken tiles, I can tell you it is a pain)!

Did anyone else notice that they also had a really small version of the X in the driveway?! That is a signal of something!

Wasn't that just a Models S Radio Flyer Tesla?

 

[Xpert]

Did you not listen to him? He said that they wanted to make a product that was cheaper than a conventional roof. It's just like the cars. It has to be a compelling product on all levels; looks, cost etc...

My guess is it will be cheaper than equivalent roof+ solar panels. This would be enough reasons for those who want a new roof and conventional solar anyway.
Hope they can come up with a price soon.

 

[myusername]

Let's see... 100m roofs installed globally annually... Take a conservative cost of $10k/roof. So that's a new $trillion market being targeted. Just another day in the life of Tesla!

isn't most of the cost of a new roof in labor?

 

[racer26]

I thought Elon promised us a new Tesla charger, though...

 

[Yggdrasill]

I thought it was short. But I'm still wrapping my head around 14 kWh/7 kW for the powerwall and 210 kWh/50 kW for the powerpack. Those are some impressive numbers. I don't see how they can do it without a *substantial* improvement in chemistry. (On top of using 21-70s.)

 

[KLC13]

Would have really appreaciated knowing the following:

1. what the efficiency of these panels is compared to state of the art
2. how much energy you expect to generate (for one of the demo houses in LA). How many powerwalls does that energy translate into
3. how does installation of these solar tiles compare to regular shingles

Also, what was the whole deal about moving the event 1 hour early? What was the sun doing for this event?

I really enjoy Elon's presentations but man this one felt it could have been much better. Why no Q&A?

Shorts have a lot of new ammo to distribute more FUD after this I'm afraid...

But that Model 3 looked awesome as ever! Cant wait to get one of those

 

[EinSV]

After dealing with the BS that accompanied this week, we are all tired. Imagine if you were in his shoes! Kicked in the nut sack after having one of the best quarters ever. I have to replace my roof soon. We don't have solar city in Canada. I am hopeful that will change real quick.

I expect you will just order from your Tesla store eventually. Will be interesting to see how they expand the network of installers beyond the existing Solar City base. This needs to go global.

 

[FluxCap]

I'm sold. In 2013 this announcement would have been worth a billion in market cap or so. First analyst to change their tune on the SCTY acquisition gets a prize.

 

[myusername]

googling for: "average household electricity bill"

I get:

"Average Monthly Electrical Bill by State – Updated Data. According to latest release from the U.S. Department of Energy – Energy Information Administration (EIA), the average residential monthly electric bill was $110.21 in 2013"

so if I buy a Powerwall for $5500 and have a solar roof installed... then it would take me 4 years to recoup that cost... so the question would be... how long does the battery last?

 

[EinSV]

I thought it was short. But I'm still wrapping my head around 14 kWh/7 kW for the powerwall and 210 kWh/50 kW for the powerpack. Those are some impressive numbers. I don't see how they can do it without a *substantial* improvement in chemistry. (On top of using 21-70s.)

$5500 for PW 2.0 is a very good price and I expect margins will be very good with GF production. Will be interested to see how the new Powerpacks are priced.

 

[anon]

Another thing missing: the inverter. We know that Tesla is now making the industrial-scale inverter, but what about a residential inverter?I thought that would come up today.

 

[hoang51]

Did anyone else notice that they also had a really small version of the X in the driveway?! That is a signal of something!

Noticed it, but the sighting is nothing new. It's a Model S "Power Wheels" that is made from Radio Flyer. Welcome to February of this year: Tesla Model S for Kids by Radio Flyer and

 

[Value Ev]

Is Elon disallowed to share certain positive aspects of the merger in general until after it's done?

He has been very positive about the "no brainer" merger from the beginning. He hasn't been shy about sharing the vision, the plans, the reasoning, etc.

 

[anon]

Solar City website is updated, showing new PowerWall at $48/month with $0 down, 10 year warranty.

Also a new solar roof page, but not much extra detail: Our solar roof has integrated solar you can’t see | SolarCity

I wonder if Elon is doing press Q&A right now? Hopefully there will be extra details from that.

 

[Value Ev]

My thoughts exactly. The product is beautiful

It is indeed BEAUTIFUL.
I mentioned that earlier too.
It will be the differentiation.

 

[austinEV]

Late to the party. Is NO ONE going to discuss that he mentioned the "Elon's velvet Jacket" leaker?

Someone shouted something, about his sweater I guess, and he says "yeah no fuzzy jacket for me". That was not a natural response for that.

RIP "Elon's fuzzy jacket". In a shallow grave...

 

[racer26]

Solar City website is updated, showing new PowerWall at $48/month with $0 down, 10 year warranty.

Also a new solar roof page, but not much extra detail: Our solar roof has integrated solar you can’t see | SolarCity

Says production starting mid-2017.

 

[Value Ev]

Did you not listen to him? He said that they wanted to make a product that was cheaper than a conventional roof. It's just like the cars. It has to be a compelling product on all levels; looks, cost etc...

Yes, the looks, the beauty of it is really important.
It is a huge differentiation.