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"Raymond James upgraded SolarCity due recent share weakness, expectations for an asset-backed bond secularization of at least $100M, and potential margin upside from lower PV module prices. Price target is $75" Stock Market & Financial Investment News: Educated Investors Get Live Stock Market...

Addressed in previous page last post. Here

I understand you have an installation business. I have deep respect for what you are doing for the consumer, the society and the overall humanity. Having said that, people may not care as such about freedom from utility so to speak. Most people have no intention of owning or maintaining or...

I wonder how growth will stall to 0 if they have cash in hand for next 12 months of planned activities?! The 10K document clearly spells it out. The growth will be as planned for 12 months with no issues. Financing doesn't dry out overnight. They may end up paying a bit more for capital. That...

futureproof made some amazing points about solarcity's vulnerability in a recession the scty thread. If you are interested in better understanding the risks in solarcity, you might want to check it out.

Those are some amazing points about solarcity in recession! Much appreciated!!

Thanks futureproof I will check it out. Really enjoyed your commentary on Grrenberg. Made me chuckle couple of times :) Please keep it coming. Separately, in the Alternative Energy thread, a risk of what would happen to SCTY's financing if a recession were to happen came up. I posted some notes...

The topic of what will happen to SCTY's financing if there is a recession came up here. So I though this snippet from the 10K document is relevant: "We finance our operations, including the costs of acquisition and installation of solar energy systems, mainly through a variety offinancing fund...

futureproof, Yes there were three different calls this earnings cycle. Seeking Alpha has transcripts for only two. On top of this they have a ROTH conference presentation plus there is this Lyndon Rive video from December. So I am all mixed up in terms of what I heard where. I distinctly...

futureproof, Thanks for the excellent analysis. This far beats the blind bashing of - the powers that be. If and when you have some time, can you please post any links related to the points you made. Thanks and appreciate it! - - - Updated - - - SolarCity's CEO Discusses Q4 2013 Operating...

FYI, this is what I wrote earlier today. Seems like you missed it: We treat Elon Musk as God himself on this forum. Anything he says is set in stone for us. Lyndon Rive's words deserve some respect too. (After all they come from the same gene pool, Musk's mom and Lyndon's mom are twins.) Musk...

Lets take a checkpoint: - I gave an elaborate response to risks posed by killer_model_s in post 96 - Regarding SolarWorld that is all I heard from management. For me personally that was good enough, especially given that I am long term oriented. I heartily welcome your or anyone's detailed...

Addressed it in Post #96. You missed it. - - - Updated - - - If you are referring to their protectionist initiatives, I trust Lyndon's word on it. It's a nuisance in the short term, irrelevant in the long term. If you are referring to something else, maybe you can enlighten us. - - - Updated...

You are welcome. They did an entire call about it. You can check it out at investors.solarcity.com if you are interested. I didn't listen to it. Also, it came up once or twice in the subsequent call as well. From all I can tell a) Key metrics weren't affected, especially Retained Value b) Some...

Yes, I hope the media doesn't screw it up again. In a shareholder perspective though, higher the asp better it is. I think $50K will be the average, just as $100K is the current average.

What about UK trip, to give keys to the prince? When was that supposed to happen? Oh wait, we are also waiting on a climate blog to debunk that Bloomberg article. Somebody please clone Elon!

I am going to assume that you didn't read Post #41 before spitting out that blurb. Let me help you. No one is saying that SCTY doesn't need to make money. It's just that they make it over time. SGA is a major component of an installation business. All of that amount is recorded here and now...

Here is another example from 18 Dec 2012 "I have purchased two separate solar systems for my house from SolarCity. It was the best service company I have ever worked with. Over several years of having solar installation companies come out to my house and give sales pitches I was frustrated as...

I agree this is a positive in terms of market opportunity. We should normalize correctly though. SolarCity says only 14 states are addressable, given the cost of competing utility electricity, sun shine and local incentives. So the 700K number may not all be addressable homes. It would be nice...

In different contexts both Bob Kelly and Lyndon Rive said that through Zep acquisition the labour productivity "doubled". This is not only lowering costs but increasing the customer satisfaction. >> Does local guy have Zep equivalent components? - - - Updated - - - What are the local guy's...

Another example of economies of scale: SolarCity Announces Major California Expansion, 10 New Operations Centers - Nov 25 2013 SolarCity will now have a location within 30 miles of more than 90 percent of the state's population. "This expansion not only allows us to spread job creation and...

Lets see, on a split adjusted basis HRB grew from $0.91 to $29 over time. Lack of education among people must be the reason they are successful.

Reasoning by analogy: I can say the same thing about the burger joint around the corner. Regardless, McDonalds - who knows, that started with one store, grew into a $95Bil company. Similarly we can look at WalMart, CVS, HomeDepot, StarBucks, pretty much any other successful brand. There are...

Sleepy, the two BIGGEST points you are missing 1) Economies of scale. 2) As you clearly see now, there are different "opinions" about Buy vs Lease. You can't speak for the whole market!

For SCTY, it's ridiculous to compare current revenues and earnings to market valuation. Please read my earlier post #41 to get a better idea. In your earlier post you said it deserves $1B market cap. You really have no idea. You need to research a lot more. You got lucky with the timing. You...

Based on all above, SolarCity is reasonably ethical for me to be an investor. Beyond that I leave it to philosophers to dissect the intricacies of ethics. ** I want to discuss about valuation/pricing model one more time. You can't value SCTY on earnings or revenues because their underlying...

In various contexts I learned that SolarCity actually started by selling systems. Only later to increase the size of addressable market they went to the financing model. I believe Musk mentioned in the Tesla Financing call or in the subsequent call as well. As many people pointed here you can...

This is my pricing model. Would love to hear all your feedback. Of all the numbers SCTY publishes I think the key number is Retained Value of the outstanding contracts. As of 2013 Q4, they say they have a Retained Value of about $1 Billion. They come up with this by discounting 6% on the...

Sleepy, you might want to watch "26th Annual ROTH Conference" webcast at SolarCity - Investor Relations That answers almost all of your questions. You might want to review the deck before listening to the presentation. He skipped a few slides when going over it, so if you know the slides in...

Yes, I agree with that. If not for high short-interest, the price would be even higher as shares will be even scarcer.

That's horrible!!

"My grandson works for a dealership as a saleman - these are some of the words he picked up in working for the dealership and the customers - "they pounded the customer", "they loaded the customer up on the back end (finance) telling them they saved $20, while in fact it cost them thousands"...

I would like to believe that. Just to put some perspective, here is Elon's exact words in the Q4 conference call. "Well, we -- I think there's probably work to do in a number of locations in Europe, mostly because we still have to sort out a number of charging issues. Because the -- even...

Yes, I know he has been short Tesla since a while. Nevertheless I think it's important to see what the other side is saying and see if we can easily refute them. If so, all the more power to us (longs). Norse's response makes it clear that there is no demand issue. Anyone know the status on...

Musk mentioned charging issues in Q4 conference call and sounded like that's constraining sales in Europe. I wonder how much of it is still an issue.

(please don't shoot the messenger) Is European demand in a bad state? Look at this guy's comments, he is making bold statements that European demand is bad: Logical Thought's Comments on TSLA: Tesla Motors - Seeking Alpha "Here, I'll help you out on that one: the sales are reported every...

Not quite yet. But highly likely.. NHTSA Reaffirms Model S 5-Star Safety Rating In All Categories For Model Year 2014 | Press Releases | Tesla Motors

NHTSA REAFFIRMS MODEL S 5-STAR SAFETY RATING IN ALL CATEGORIES FOR MODEL YEAR 2014 NHTSA Reaffirms Model S 5-Star Safety Rating In All Categories For Model Year 2014 | Press Releases | Tesla Motors

Sounds great!! Please create it..

Elon posts such an incredible video but less than 40K views. C'mon guys - lets make this a viral hit!! Forward it to every man, woman and dog you know. http://www.youtube.com/watch?v=TelUR5Bg9zE Spread it on!!!

I noticed the same and immediately came here to see if anyone knows of the plan. Very interesting..

Does anyone know what the wait time in Norway currently is? Also, any history of deliveries per month? I remember seeing something when people were trying to make Q3 delivery estimates.. Any info will be greatly appreciated. Thanks

"CEO Elon Musk says the fires are extreme cases that happened after the cars hit road debris at high speeds on two U.S. highways. He says in an interview with The Associated Press that he doesn't expect a recall, and his engineers are not working on any changes to the $70,000 cars."...

tftf, A genuine request. Can you get off this forum please? You are turning this into Seeking Alpha. I know you from there as well. You are just detractor trying to mess up this forum's appeal - where there was valuable information and insight exchanged. Please don't ruin this. - - - Updated...

Doesn't look like there will be a recall now. Statements from "the owner" From a Model S owner in Tennessee | Blog | Tesla Motors

Statement is here: from the "owner" From a Model S owner in Tennessee | Blog | Tesla Motors "This experience does not in any way make me think that the Tesla Model S is an unsafe car. I would buy another one in a heartbeat."

From the Model S owner in Tennessee fire incident It's nice short read: Will make you run and go buy the car! From a Model S owner in Tennessee | Blog | Tesla Motors

Count me in, please

DaveT, As you are frantically researching this topic (and we are thankful for your info), wanted to ask you this. Why not just increase the thickness of the armor plate? 2X, 3X, or 4X or more.. What are the implications of it? Could these incidents still happen?

Road Debris Road debris is more common than most people seem to think. This piece from wikipedia is an eye-opener. "Road debris is a hazard that can cause fishtailing and damage like a flat tire or even a traffic accident with injury or death. Road debris can cause loss of control crashes...