All good questions. I hope they give some details on Silevo and where they are at. I feel like this gets way too little coverage from any analyst for something that will be so substantial to the company. Paying 250 million to get a state of the art 1 billion dollar factory is crazy and it got so little coverage. We are actually getting pretty close now to when Solar City starts installing the equipment to make the solar panels. I think Spring of this year is the timeframe with full production (10,000 panels a day) spring of 2017.
I am also very excited to hear more about the Powerwall v2. I hope Elon talks about it in the Tesla Earnings call and does not hold the details quiet until the product launch.
Ralston Live | Vegas PBS Shows | Vegas PBS
man, Bryan Miller once again represents on this PBS interview show. Says we'll hear soon on lawsuit on gov Sandavol and gave warning of another lawsuit on the PUC if they don't toss out current rate decision after reconsideration next week.
Wow, There are so many other legal and legislative actions in motion now I can't see how nv energy and the Nevada PUC will survive if they go solarcity's way:
-- A state referendum on overturning the PUC recent net metering decision is gathering signatures and looking for a state wide vote in November 2016.
-- A Nevada constitutional amendment to open electricity market and dismantle monopoly structure just filed today.
-- A class action lawsuit(anti-trust)bait and switch on nv energy by two Nevadans now in motion.
-- Also, the current federal energy bill has a supported amendment to prohibit non grandfathering of net metering customers under agreement terms at time of signing up, and also to ensure commissions assess all benefits before changing retail net metering (senator reid&King).
This is a clear battle ground now. I feel nv energy not only burned solar industry but they have also messed with the casino/gaming industry. Change will happen and nv energy will not like it at all.
I feel there is such a large movement, such a momentum now that we ought to take this as a sign Solarcity and rooftop solar is going to have a winning result after all is said and done over this next year.
I read on more and more Solarcity employees social media that the new mantra is to grow "as fast" as they can. With that, I feel guidance is going to emphasized at the conference call. This guidance ought to give an indication of a longer term outlook, maybe a new look at 2018 goals again. Like the million customer goal affirmation as well as growth rate expectations (40% sustained or increases).
I hope we can start to get solar+storage projections. How many sales they are going to aim for for 2016. This will really be important for breaking through in stock price because we all know this is the "holy grail" for expanding the business into a post NEM centric compensation model, such as grid services. an update on their California aggregation could be helpful here as well.
The tesla powerwall 2.0 is interesting. I'm hopeful Lyndon could give more color by addressing solar+storage sales over the 2016 year. I feel he can be general enough not to look in specific number expectations, but can be explicit enough to assure ramping product offers in applicable markets. I really really think this would impact investors in a positive way to start including energy storage goals in guidance outlooks.
