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  1. M

    SolarCity (SCTY)

    I remember that the booking was 130+MW last quarter
  2. M

    NADA Chief Economist;New CAFE standards to raise ICE MSRP $3k-$7k between 2018-25

    Even if we add in the current cost of inverters, e motors, and other EV specific equipment, the cost of an EV Powertrain should be well below $5500," he added. -------So excluding the battery pack, the cost for rest of an EV Powertrain(inverters+Motor+others) is less than (5500-4800)=$700...
  3. M

    Tesla Gigafactory Investor Thread

    Elon talked about the >30% cost reduction from the Gig, so anybody what's the current material cost per KWH for the NCA battery pack? In addition, it is forecasted that the cost will be $100 per KWH or lower in 10  years. Conceptually speaking, do we need  new technologies like ...
  4. M

    Expiration of $7,500 federal tax credit w/Model 3

    This law needs be updated in a few years:) By the way, I guess the total delivery of S&X will surpass 120K in year 2016 so we will have this issue pretty soon...
  5. M

    Tesla Gigafactory Investor Thread

    The gig factory will employ more than 6000 people. With a population of ~230 and not much manufacturing industry, I am wondering if TM will be able to find enough qualified people in a 2-3 years? Here're the major employers in Reno: Reno, Nevada - Wikipedia, the free encyclopedia # Employer #...
  6. M

    The 500-mile Tesla?

    Hi Guys, Elon said that TM will be able to do 500 miles soon. This indicates the technology is already available. Potentially, there are two possible options for doing this, let's exam them: 1. Use a big battery, from 300 to 500miles, this will roughly double the number of cells in Model S and...
  7. M

    SolarCity (SCTY)

    cool! Similarly, chemical engineers should be able to find a way to produce jet fuel etc economically and more environmental- friendly...
  8. M

    The 500-mile Tesla?

    Cool, thanks! Yes, we need to think about #2, the cost , when talking about "need", I have re-phrased my original question
  9. M

    SolarCity (SCTY)

    I have to agree with David. There's just so much things that cheap electricity can do so demand won't be an issue. For example, there're many places in the world that have severe water problem. With cheap electricity, we can simply produce fresh water from sea.
  10. M

    The 500-mile Tesla?

    Elon said:"It will be possible to have a 500-mile range car. In fact we could do it quite soon, but it would increase the price. Over time you could expect to have that kind of range." Elon Musk: Tesla boss on EVs with 500-mile range and colonies on Mars | Auto Express We know that BMW and...
  11. M

    SolarCity (SCTY)

    The whole state of NY needs lots of manufacturing jobs!
  12. M

    SolarCity (SCTY)

    According to reports from GTM research, third party ownership accounts for 2/3 of all residential solar installations in year 2013. The ratio stays the same in 2014 so far.
  13. M

    SolarCity (SCTY)

    Thanks a lot, I'm indeed in the Oncor service area. A few questions for you: 1. Any idea why Oncor is so generous? 2. At cost of around $3/W,who is the manufacturer of your panels? 3. how often do you need to wash the panels? 4. Any other maintenance so far?
  14. M

    SolarCity (SCTY)

    l - - - Updated - - - looks like little maintenance work is needed in many parts of CA and FL. This is great!
  15. M

    SolarCity (SCTY)

    Thanks a lot! Your electricity bill is exceedingly low. I got a house+pool without any heater in Dallas, and my annual bill is more than $4K. So the ROI is really impressive. So how often do you need to wash the panels to get rid of dirt and dust and how much does it cost to hire some one to do it?
  16. M

    SolarCity (SCTY)

    - - - Updated - - - Fantastic! so how big is your solar system and how much savings do you realize on your monthly electricity bill? Also, what type of maintenance work does SCTY need to...
  17. M

    SolarCity (SCTY)

    Interesting, how does Yelp decide which reviews are hidden or don't count?
  18. M

    SolarCity (SCTY)

    The majority of the YELP reviews on solarcity is pretty negative: SolarCity - Westchester - Los Angeles, CA | Yelp Anybody has 1st hand experience?
  19. M

    Stolen Model S crashes after police pursuit. 7/4/14

    Model S accident in LA Split in half: Tesla crash bolsters safety claims
  20. M

    China Market situation and outlook

    looks great! any idea on the model S' reservation?
  21. M

    100 Tesla Model S Convertibles Are Headed To China

    100 Tesla Model S Convertibles Are Headed To China | TechCrunch Hold on to your hat. The Tesla Model S is about to get more breezy thanks to a drop-top conversion by Newport Convertible Engineering. Both hard and soft top conversions are now available — they don’t come cheap, though. A...
  22. M

    China Market situation and outlook

    I know quite a few people in China bought TSLA when it was in the 30's, including one guy who bought some 200K shares. Additionally, I heard that a fund based in China bought 2 million shares of tsla in April/May last year.
  23. M

    Short-Term TSLA Price Movements - 2013

    Bloomberg: Tesla told Bloomberg in a statement that the fire was caused by the direct impact of a large metal object on one of the 16 battery packs Tesla Model S on Fire: Safety Questions, Stock Down: Video - Bloomberg
  24. M

    Model S Accident/Fire

    Bloomberg: Tesla told Bloomberg in s statement that , the fire was caused by the direct impact of a large metal object on one of the 16 battery packs Tesla Model S on Fire: Safety Questions, Stock Down: Video - Bloomberg
  25. M

    Long-Term Fundamentals of Tesla Motors (TSLA)

    Quality of products and service is of critical importance in the car business. Need to track this closely.
  26. M

    Internal Alcoa mailing re: Tesla

    Great to see this! Questions: 1. how many pounds of aluminum does a model S use? 2. When an accident happens, how much more expensive it is to fix than a car with steel body?
  27. M

    Model S: the best-seller in Norway in the 1st week of September

    Here's the list of gas prices in some 60 countries: Highest & Cheapest Gas Prices by Country: Gasoline Prices - Bloomberg Highest & Cheapest Gas Prices by Country By Tom Randall - Feb 13, 2013 7:11 AM CT This Bloomberg Ranking lists countries by gas price...
  28. M

    Model S: the best-seller in Norway in the 1st week of September

    Yes, we need to track this. On the other hand: 1. Many cars have Al bodies, e.g., Audi A8 2. The suppliers like Alcoa should also have done tons of R&D and should have good idea about how to deal with corrosion
  29. M

    Model S: the best-seller in Norway in the 1st week of September

    The key indicator for forecasting sales volume is the price: - P85: $ 101 000 - Panamera GTS: $ 313 000 - Golf GTI: $ 81 000 - BMW 750xi: $ 266 000 Here's the comparison for EVs and Plug-in EVs:
  30. M

    Model S: the best-seller in Norway in the 1st week of September

    Great to see that you are from Norway, the heaven for EVs! Prices for comparison: - P85: $ 101 000 - Panamera GTS: $ 313 000 - Golf GTI: $ 81 000 - BMW 750xi: $ 266 000 The logical conclusion is that Model S is likely to be the best seller in Norway, selling 10K cars annually. How do you...
  31. M

    Model S: the best-seller in Norway in the 1st week of September

    Speaking with Tesla Motors Europe Sales and Marketing Director Espen Pedersen, I learnt today that the Model S was the best-selling model overall in Norway during the first week of September, selling 134 units vs. 117 for the VW Golf (#1 year-to-date)! Best Selling Cars Norway
  32. M

    Tesla Gigafactory Investor Thread

    sure, $35K is nice but $40K with better equipment and interior could be better for most people:)
  33. M

    NYU professor on TSLA valuation

    The professor is simply wrong. Comparing Tesla with Audi and Porsche doesn't make sense at all. Why? 1.Both Audi and Porsche have tons of competitors while TSLA is ahead of its competition at least 5 years. 2. None of them have changed the world. Audi and Porsche are just insignificant...
  34. M

    Tesla Gigafactory Investor Thread

    The most important part of the Panasonic turn-around strategy is to dominate the battery market for the autos. That's why they spent multi billion $$$ to acquire Sanyo. Now Tesla is the runaway leader in EV and the biggest boy in town. Obviously,Tesla and Panasonic will likely to find a way to...
  35. M

    NYU professor on TSLA valuation

    it's just noise. the guy wrote a few books on valuation, that's it. lots of professors can do that
  36. M

    Google Trends looking good for Tesla

    Thanks. The data in Norway is really impressive!
  37. M

    Tesla is open for business in China

    Great! The store is not open yet but they are taking reservations. Please just send the above image to your friends in China. It contains the pertinent contact information.
  38. M

    Tesla is open for business in China

    According to a message from the head of Tesla China, TSLA has started to accept reservations in China. The person in charge used to work as the president of Bentley China. TSLA should be able to sell 10,000 Model S per year in China pretty easily:
  39. M

    NHTSA crash tests results/videos

    Great News: Tesla Model S Achieves Best Safety Rating of Any Car Ever Tested Tesla Model S Achieves Best Safety Rating of Any Car Ever Tested | Press Releases | Tesla Motors
  40. M

    Short-Term TSLA Price Movements - 2013

    If demonstrated demand in North America and Europe is matched by similar demand in Asia, annualized sales for Model S could exceed 40,000 units per year by late 2014
  41. M

    Recent Price Increase: Good Financial Play for Tesla AND Customer?

    "People are claiming that their previous fully loaded P85's now cost about ~14k more (Apples to Apples-- meaning ex Parking Sensors)" ------I went to the Model S Design site, chose P85 with every single option, the final price is $124,570. I know a person who ordered one P85 with all options...
  42. M

    Electric Mercedes-Benz SLS AMG Sportscar

    so how long/how many miles can the battery last?
  43. M

    How many percent of Tesla owners have bought TSLA shares and roughly how many shares?

    You've made my day! Guess you will get a Model S anyway:)
  44. M

    How many percent of Tesla owners have bought TSLA shares and roughly how many shares?

    Great job, guys! Guess we all have contributed a little bit to the TSLA short squeeze and help TSLA raising a cool billion dollars at $92. By the way, if you want to buy the stock but think it's a little bit too pricy now, you may simply short some long term put to help reduce the cost.
  45. M

    How many percent of Tesla owners have bought TSLA shares and roughly how many shares?

    it's ok, we bought TSLA, mostly to support the EV revolution led by Elon.
  46. M

    How many percent of Tesla owners have bought TSLA shares and roughly how many shares?

    yes, I mean a few hundred thousand shares, not dollars.
  47. M

    How many percent of Tesla owners have bought TSLA shares and roughly how many shares?

    I know 4 persons who have ordered Model S. All of them have bought TSLA shares. The number of shares is between a few thousand to a few hundred thousand shares. They are now actively recommend both the car and the stock to other people. Please share the stories you know...
  48. M

    Short-Term TSLA Price Movements - 2013

    George has done at great job in TS. But he doesn't have much background in science & tech. so I guess he may not be able to fully understand the great advantage Tesla has over its much larger rivals
  49. M

    BMW is teslas biggest fan

    Without violating Tesla's patents, it will be extremely difficult for anyone to replicate a Model S, provided that there's no significant breakthrough in battery tech.