Short-Term TSLA Price Movements - 2016

[vgrinshpun]

"Solar deployable shield". Gimme a break.

Is that...
fuzzy jacket??

 

[Johan]

Is that...
fuzzy jacket??

We don't love Elon for his sense of personal style now do we? Who cares what jacket he wears, his ideas and their results are his extremely attractive features But "deployable solar shield". So what, you're going to park in the middle of the desert? Or in a parking space where it's just dandy to unfold something that would have to cover at least 10x the surface area of the car in order to make any sense at all? Nah.

 

[SunCatcher]

You are significantly over-estimating how much electricity can be gleaned from the square footage an automobile occupies.

Yes, but not if the Model 3 turns out to have a "Falcon Wing Unfolding Giant Solar Array". You know, like the Space Station? Provides shade in the parking lot, so other car owners don't mind, while it collects PV energy on the scale of an average size home's rooftop?

I hear they're secretly working on it...

 

[woof]

 

[trils0n]

"Falcon Wing Unfolding Giant Solar Array"

FWUGSA just rolls right off the tongue. I like it.

 

[vgrinshpun]

Another sign of falling demand - P90D is gone. If one wants higher performance, it will require adding $40K+,by upgrading to P100D.

 

[Intl Professor]

Completely agree. Also, I don't see why this technology couldn't be sold to every other Automobile Manufacturer. The total addressable market is potentially infinite since it can likely be used in most vehicles, buildings, and devices.

Why not pave the streets and have wireless transmission to the car? Only Oil4AsphaultOnly would be disappointed. Oh wait, there would be advantage to those who could corner the market for silicon!

 

[anon]

Another sign of falling demand - P90D is gone. If one wants higher performance, it will require adding $40K+,by upgrading to P100D.

Furthermore, Ludicrous is no longer optional on P100D!

 

[RobStark]

 

[AudubonB]

For those of you not familiar with Woof's pic in his latest post, that's ASU Professor Joe "Solar Man" Hui's Roadster. He really does drive it around...the array folds up, but the massive mast that makes calling his Roadster a 2-seater a laugh is ever-present.

He has tried for years to be known solely as Solar Man. He really is...quite entertaining. Facebook page here: Solar Man | Facebook

 

[larmor]

Another sign of falling demand - P90D is gone. If one wants higher performance, it will require adding $40K+,by upgrading to P100D.

View attachment 201227

This is a great development, if you want performance and want the best, get it one go. Clearly this is a reflection of what the market wants. Why would anyone want a P90 vs. P100, when the later has more range and is faster?

 

[Johan]

Another sign of falling demand - P90D is gone. If one wants higher performance, it will require adding $40K+,by upgrading to P100D.

View attachment 201227

Don't forget the Deployable Solar Shield™

I was only able to find one instance of the word "deplopable" in use before my use of it, this was in the scientific publicion from 2007: "Finite Element Analysis of Deplopable Cable-truss Structures" where it's abundantly clear it's a typing error for "deployable".

 

[Lump]

Glass Lewis has a pretty good pie throwing arm...

Tesla-SolarCity deal: ‘Thinly veiled bailout’ or ‘necessary step’? Proxy services disagree

Glass Lewis & Co. blasted the combination as a “thinly veiled bailout” for SolarCity.

Glass Lewis deemed the deal’s review effort “slipshod” and “hastily managed by a board room rife with conflicts and seemingly limited interest in moderating the apparently ardent strategic and financial preferences” of Tesla

The bulk of Glass Lewis’ case to vote against the deal “relates to the rather uncomfortable relationship between SolarCity’s near-crippled financial position and Mr. Musk’s personal interest—both direct and indirect—in preventing the rather pronounced, public collapse of an affiliate enterprise,” it said.

Glass Lewis went on to call SolarCity a “debt-addled solar enterprise” whose proposed consolidation with Tesla“is likely to be significantly value destructive” and a “high-risk distraction” for the car maker.

The “no” recommendation was the polar opposite of ISS’s statement, which described the merger as a “necessary step” for Tesla to become an integrated sustainable-energy company. ISS said it appears “reasonable to assume that (Tesla) is paying a low to no premium to take over” SolarCity.

 

[Green Pete]

So what time in the morning do they fill up "that pipeline with electrons" Personally I try to use no more than several electrons each day ( I may sin on the week-ends).

Ronnie is over his head. He thinks the grid is akin to a fluid (liquid) system rather than an electrical circuit.

I don't think thats the case, I think he just knows how to talk to stupid people on TV whereas musk talks like an alien to most people.

 

[MP3Mike]

Furthermore, Ludicrous is no longer optional on P100D!

Unless I am mistaken the P100D has always been Ludicrous, there was no option.

 

[AlMc]

Glass Lewis has a pretty good pie throwing arm...

Tesla-SolarCity deal: ‘Thinly veiled bailout’ or ‘necessary step’? Proxy services disagree

Glass Lewis & Co. blasted the combination as a “thinly veiled bailout” for SolarCity.

Glass Lewis deemed the deal’s review effort “slipshod” and “hastily managed by a board room rife with conflicts and seemingly limited interest in moderating the apparently ardent strategic and financial preferences” of Tesla

The bulk of Glass Lewis’ case to vote against the deal “relates to the rather uncomfortable relationship between SolarCity’s near-crippled financial position and Mr. Musk’s personal interest—both direct and indirect—in preventing the rather pronounced, public collapse of an affiliate enterprise,” it said.

Glass Lewis went on to call SolarCity a “debt-addled solar enterprise” whose proposed consolidation with Tesla“is likely to be significantly value destructive” and a “high-risk distraction” for the car maker.

The “no” recommendation was the polar opposite of ISS’s statement, which described the merger as a “necessary step” for Tesla to become an integrated sustainable-energy company. ISS said it appears “reasonable to assume that (Tesla) is paying a low to no premium to take over” SolarCity.

So, we have the two big proxy firms on opposite sides of this merger.
Since we are divided on this forum it is only proper that they can't agree as well.

Anyone with good knowledge of M&A have an opinion on if one of these firms is considered *better* than the other?

 

[drinkerofkoolaid]

Another sign of falling demand - P90D is gone. If one wants higher performance, it will require adding $40K+,by upgrading to P100D.

View attachment 201227

Maybe a sign that demand for the P100D is very high?

Also, by removing the P90D, Tesla just increased the re-sale value of every Model S, massively increased the re-sale value of all P90D and P100D.

 

[dennis]

Karma was a car designed to kabosh the EV field. Tesla blew right through it. Doing everything different from Karma would be mandatory.

I saw a Karma behind the Palo Alto SC. Besides looking awful, extremely poorly built, and disgusting, it also had a solar panel. The panel was about 2 square FEET, and looked like it was an off-the-shelf housing panel that was about 4" tall, shoe-horned into the body of an ICE or something. It was completely hokey and dumb. No innovation at all. No imagination at all. Everything ever written about the Karma said that it was meant to be a joke from the start. Karma is an example of nothing except a pile of crap at the sewer treatment facility, at BEST, and that's too much of a compliment, I think.

In no way will I defend the Fisker Karma, but almost all the statements you made are just wrong. The solar panel covered the entire roof and was not an off the shelf housing panel. The company was a serious but off-the-mark effort to do a beautiful car that was also "green". They raised over $1B in risk capital. Execution was terrible, in part because the focus was on design (Henrik's background) and not engineering. Most everything except design was outsourced, like the current Big Auto model. There are enough ways to indict Fisker Inc. with truth - no exaggeration necessary.

http://i.bnet.com/blogs/fisker-karma-solar-roof.jpg

 

[FredTMC]

Glass Lewis has a pretty good pie throwing arm...

Tesla-SolarCity deal: ‘Thinly veiled bailout’ or ‘necessary step’? Proxy services disagree

Glass Lewis & Co. blasted the combination as a “thinly veiled bailout” for SolarCity.

Glass Lewis deemed the deal’s review effort “slipshod” and “hastily managed by a board room rife with conflicts and seemingly limited interest in moderating the apparently ardent strategic and financial preferences” of Tesla

The bulk of Glass Lewis’ case to vote against the deal “relates to the rather uncomfortable relationship between SolarCity’s near-crippled financial position and Mr. Musk’s personal interest—both direct and indirect—in preventing the rather pronounced, public collapse of an affiliate enterprise,” it said.

Glass Lewis went on to call SolarCity a “debt-addled solar enterprise” whose proposed consolidation with Tesla“is likely to be significantly value destructive” and a “high-risk distraction” for the car maker.

The “no” recommendation was the polar opposite of ISS’s statement, which described the merger as a “necessary step” for Tesla to become an integrated sustainable-energy company. ISS said it appears “reasonable to assume that (Tesla) is paying a low to no premium to take over” SolarCity.

Glass Lewis seems very unprofessional. Crazy language and quotes used above. Only 13 year old firm. changed owners many times.

ISS since 80s

 

[Johan]

So, we have the two big proxy firms on opposite sides of this merger.
Since we are divided on this forum it is only proper that they can't agree as well.

Anyone with good knowledge of M&A have an opinion on if one of these firms is considered *better* than the other?

The ISS (Institutional Shareholder Services) is a very influential organization for the large mutual funds.

Institutional Shareholder Services - Wikipedia

Now, Glass Lewis & Co is basically the other big firm in the world in this field, so... How much do you pay them to take the opposite position?

Glass Lewis - Wikipedia