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  1. D

    Baron Capital "We believe that BMW will likely phase out ICE over the next 10 years"

    Baron funds holds 1m tsla shares, average price above $200 http://www.baronfunds.com/News-Commentary/Library/Quarterly-Reports/2014/Quarterly-Report-93014.pdf/
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    Daimler Cashes In Tesla Equity Stake For $780 Million, Praises 'Bold Partner'

    who did they sell the shares to? hopefully not on the open market ..
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    Short-Term TSLA Price Movements - 2014

    what is D? a truck?
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    SolarCity (SCTY)

    Mr Musk bought scty secondary offers at $46 .. so I assume at least $46 is a fair price for him.
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    SolarCity (SCTY)

    good timing, I think VSLR IPO tomorrow should pumps scty up, unless the oil price keeps crashing ..
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    SolarCity (SCTY)

    more info of the purchasers Purchaser Aggregate Principal Amount of Securities to be Purchased Aggregate Principal Amount of Optional Securities to be Purchased if Maximum Option Exercised Goldman, Sachs & Co. $166,666,000 $25,000,000 Credit Suisse Securities (USA) LLC $141,667,000...
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    SolarCity (SCTY)

    well... can we at least allow SCTY's direct competitor to be discussed here?
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    SolarCity (SCTY)

    Vivint Solar IPO Vivint Solar expected its IPO to be priced between $16 and $18 per share, valuing it at about $1.9b billion at the top end of the price range. Market CapMarket ShareRetained VauleRetained Vaule per wattInstallation CostVivint Solar$1.9B 9%$309.9M$2.39didn't say, seems...
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    SolarCity (SCTY)

    did Musk and his cuzzie just declared war on the grid?
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    Short-Term TSLA Price Movements - 2014

    "– Stanphyl runs a highly concentrated (three to ten “best ideas”) long-short equity strategy" dude like him is the reason Mr Musk hires a bodyguard.
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    SolarCity (SCTY)

    yes .. TSLA is much sexier than SCTY ..
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    SolarCity (SCTY)

    SCTY price action makes no sense to me, it went down with tsla yesterday, today stays down even tsla jumped.
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    Short-Term TSLA Price Movements - 2014

    glad to know that you understand more about the stock than Elon Musk
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    Short-Term TSLA Price Movements - 2014

    we all know tsla stock price is high but Mr Musk isn't supposed to come out and say it ..
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    Social Chat - Short Term TSLA Movements

    nope, Detroit auto show is my guess
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    Social Chat - Short Term TSLA Movements

    all the silicon valley companies give stock options, a method to attract the brightest.
  17. D

    Social Chat - Short Term TSLA Movements

    well.. in real life, people tend to sell stocks while exercise company stock options.
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    Social Chat - Short Term TSLA Movements

    didn't we just had a break out from a 6 months long correction?
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    Social Chat - Short Term TSLA Movements

    His employees who scheduled to exercise options must hate him for talking down the stock price. I think he said it just because he has a big mouth, anyone remember he said that Germany model S sales will exceed 10k this year?
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    SolarCity (SCTY)

    a lot of scty solar panels on the roof
  21. D

    SolarCity (SCTY)

    You are right. this "booked" number explains the retained value leap this quarter, since backlog is included in the retained value calculation.
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    SolarCity (SCTY)

    booked means backlog.
  23. D

    SolarCity (SCTY)

    yep, "MW Booked of 136 MW for an annualized run rate of 544 MW Over 80% residential", demand is shooting through the roof, literally.
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    SolarCity (SCTY)

    where is sleepyhead and his mom and pop shops will destroy Solarcity theory?
  25. D

    SolarCity (SCTY)

    "218 MW Booked", when is the last time scty release their backlog?
  26. D

    SolarCity (SCTY)

    spot on
  27. D

    China Market situation and outlook

    inaccurate report, Su Bo said Tesla is not qualified for Chinese government's alternative energy vehicle subsidies, nothing about the purchase tax.
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    SolarCity (SCTY)

    here is some bad news for my man sleepyhead. "The world trading body ruled that the U.S. improperly imposed duties on Chinese steel and solar products. " http://news.investors.com/business/071414-708616-us-steel-and-solar-firms-impacted-by-elimination-of-tariff-on-chinese-products.htm
  29. D

    Short-Term TSLA Price Movements - 2014

    JB Straubel = Nikola Tesla Elon Musk = Thomas Edison
  30. D

    China Market situation and outlook

    China to Exempt Electric Cars From 10% Purchase Tax - Bloomberg No sale tax for Tesla in China ... this is huge
  31. D

    Alternative Energy Investor Discussions

    are you shorting tsla, z, amzn, nflx too?
  32. D

    What other tech stock to consider?

    who knows .. they might sold puts to hedge the short positions.
  33. D

    What other tech stock to consider?

    Yes, Buffet was buying GM last year. Citron shorted tsla last year at $186 before the huge plunge to $120. 12 out of 15 of their short positions are profitable so far. CitronResearch.com Andrew Left, Executive Editor
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    What other tech stock to consider?

    they are still shorting tsla, down 12% so far .. one of their arguments is that Warren Buffet is buying GM ... :O CitronResearch.com t Lie
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    What other tech stock to consider?

    Blackberry is back. http://www.citronresearch.com/wp-content/uploads/2014/06/BlackBerry-and-the-Internet-of-Things-final.pdf
  36. D

    What other tech stock to consider?

    data storage sector is hot, SNDK, MU etc, maybe not cool but surely has momentum.
  37. D

    SolarCity (SCTY)

    interesting comment from VP of YGE, "Darren Thompson - Vice President, Sales and Managing Director, Yingli EuropeMaybe I will give some comments and I can ask Robert Petrina to give some supplement. So basically in post Q1 and Q2, our shipment to U.S. is very strong and even during the --...
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    SolarCity (SCTY)

    it is a bad business, labor intensive, capital intensive, low margin, high pollution. well .. just as bad as a battery business.. btw, below is what Musk said about solarcity "Everybody thought that the panel was the problem but actually - it's a problem, but it's not the most important...
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    Alternative Energy Investor Discussions

    now you just sound like a desperate short.
  40. D

    Alternative Energy Investor Discussions

    all you small cap Chinese solar stocks pumpers should be banned instead.
  41. D

    Alternative Energy Investor Discussions

    agree, I think this solar tariff is political, same with the hacking charges, a retaliation on Chinese buying Russian natural gas.
  42. D

    Alternative Energy Investor Discussions

    in fact, tariff on Chinese panels will kill all the small solar installers, which is good for long term SolarCity's business, because SolarCity has economies of scale, and will get good pricing on non-Chinese made panels.
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    Alternative Energy Investor Discussions

    "SolarCity and REC Group Sign 100 Megawatt OEM Supply Agreement With Option to Increase to 240 MW" installers are moving away from Chinese solar panels?
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    Alternative Energy Investor Discussions

    SolarCity COO said in the Q1 earning call that tariff issues is hedged. "At our scale, purchasing has not been a problem. We have not seen any increase in module costs. Again, we have a scale, which makes a big, big difference to buyers. We have got a number of very active conversations with...
  45. D

    SolarCity (SCTY)

    $400 is the same amount they used to gave out for referral, so not exactly a discount from Solarcity's perspective. Solarcity on groupon is more like a indication that Solar goes mainstream.
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    SolarCity (SCTY)

    Macy's, Nordstrom, Target, Toy R Us, Sephora, Best Buy are all on Groupon, I really don't see anything wrong with Solarcity teams up with Groupon. Besides, if demand is lagging, why did they give out a 100% growth 2015 target?
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    SolarCity (SCTY)

    Starbucks is on groupon too ..
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    SolarCity (SCTY)

    they have sold 450 so far, not too bad in three days. SolarCity Deal of the Day | Groupon
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    SolarCity (SCTY)

    Capital One Bank Invests $100 Million in SolarCity Fund http://www.solarcity.com/pressreleases/241/Capital-One-Bank-Invests-%24100-Million-in-SolarCity-Fund-to-Provide-Solar-Power-To-Thousands-of-U-S--Homeowners.aspx
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    Alternative Energy Investor Discussions

    I will not be buying Chinese small caps, too risky.