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I should note that I'm not against the idea, but rather the timing in my case since I'm pretty much a "permabull" holding long the only real annoyance is having to wait for liquidity events. In the event the economy takes a force majeure sh1t and falls into a brief recession the effects of that...

I will admit it leaves a bad taste in my mouth at the thought of investing further. This has poor tax implications which place me in a predicament to be liquidating anything prior to Jan 1, 2019. All I've ever bought were the stock and deep in the money calls. So the $420 buyout is not so much...

It makes far more sense to follow some mix of the Ford/Amazon model. Open the Tesla energy platform to other manufacturers. It creates selection, strengthens the network effect, and unifies the transition to sustainable energy. Splintered platforms will not enable a faster transition. Tesla may...

Some news is just click bait. Example: Most Seeking Alpha. News articles about firey electric car accidents with all living passengers and no statistics. Some is just gaslighting. Example: Articles which shape a false reality, knowingly or not. Harder to tell, but easier to see the more you...

They mated an accelerator with a dynamo. As far as I'm aware, that's just downright cheating. It'd be like GE structuring capital to help customers finance the purchase of their industrial products. They're in for some stern discourse I tell you!

It was about a 1 week period in April or March 2013 if memory serves correctly. They really didn't continue to spike to those rates post Tesla announce their first profitable quarter. It was a mix of people trying to time the peak and shorting again which then triggered another peak. Combined...

There were weeklies. SolarCity weeklies had certainly not started trading though and it was squeezed to some extent just by association. Shame they were never profitable. The possibilities. I guess we'll never know~

My vote goes for "If it the end of quarter had just shifted a few more days the number would be an exponential step higher..."

I'd prefer to get the number of existing homebuilders offering it in new homes with the roof already built using a solar roof. SolarCity was already in partnerships with several large national homebuilders. It just makes too much sense.

Yeah, effectively a big ol' FU to investors holding long or bull positions on a company that has effectively been sabotaged for longtime investors. 8 billion in assets and a paltry 2.4 billion payout. Nice Musk, real nice. Should use non-GAAP for SCTY like they did for TSLA financials. Paints a...

Thanks for the clarity, yeah, they're long, I figured as much, but I've normally always just held the contract for profit and sold that, never exercising the upside gain myself. With the case of these the liquidity is so messed up I doubt I'd ever sell the contract to anyone else. I'm in a...

With the TSLA1 options is it possible to exercise them yourself? The strike multiplier is 1x even if the share multiplier is 0.11 Shouldn't 10 SCTY calls @ 25 be equivalent to 110 shares TSLA @25?

By the time this completes it may be more merger than acquisition.

Shared partnership on the SolarCity DevCo would be a smart compromise.

As a long time investor in both I see combined value, but separate I see much more value. Combined, every Tesla owner is a likely customer. Separately, every EV owner is a likely customer. Combined, Tesla gets the potential 30% ITC on each sale. Separately solarcity manages the debt necessary...

My hunch is they want to roll out the solar loans together with storage. With both receiving the tax credit it makes sense to bundle a 10 year solar loan with a battery lease. Own the panels, but solarcity controls the arbitrage. The electron production is still just a commodity as it has been.

Why not Europe? In 2012 Silevo was expecting a trifecta: "Looking further ahead, Beitel said that a manufacturing base in Eastern Europe, Asia and the US were within its plans." http://www.pv-tech.org/editors_blog/is_silevo_the_next_sunpower Also, if that article is to be believed they'd be...

On the topic of retiring power plants it's all but a given. Anecdotally I know people who have worked on updating the boilers for coal/gas plants. Many of the coal were retired or switched to gas, but only to make it another 20-30 years. These were plants in states that will receive solar PV...

That site fluctuates more than that. I've seen nearly a giggawatt looking at it simultaneously from a server in Virginia and a laptop in NYC.

The numbers don't matter right now. They haven't since early last year. At this point it's all about driving the cost of the battery packs down. The fastest way to accomplish that is using Solar PV which has the option to use the 30% ITC on the solar storage. Tesla may crank out 40K cars this...

The only affect I see the NHTSA report having is positive or flat. Flat if the finding is that there is nothing more Tesla could do. Positive if the NHTSA considers other manufacturers should be rated more poorly or given a timeframe to comply with meeting the bar Tesla has set.