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I'm a Tesla investor, and I started increasing my position when the SolarCity deal was first talked about. The potential there with SolarCity's new panels and T

by tcoppi 10y ago

I'm a Tesla investor, and I started increasing my position when the SolarCity deal was first talked about. The potential there with SolarCity's new panels and Tesla's advantage in battery pack manufacture is pretty big, and they seem to be the only company poised to take advantage of solar + battery technology applications in the short to medium term. That alone will justify a fairly large valuation in my mind, discounting any applications to the car manufacturing side of the house.

chollida1 10y ago
I'm also an investor and love Tesla and I agree completely with this.... > The potential there with SolarCity's new panels and Tesla's advantage in battery pack manufacture is pretty big, This however is just plain old wrong.... > and they seem to be the only company poised to take advantage of solar + battery technology applications in the short to medium term. have a look at this list... http://cleantechnica.com/2015/01/15/27-battery-storage-companies-watch/ http://cleantechnica.com/2015/01/15/27-battery-storage-compa... or http://www.enfsolar.com/directory/component/battery http://www.enfsolar.com/directory/component/battery There are many companies doing solar/batteries. Some are large and very well capitalized like GE and Siemens. The only way you could consider them "the only company poised to take advantage of solar + battery" is if you didn't bother to look for any other companies:) I like Tesla's future but in terms of solar+battery they have alot of competition and its not at all clear that they are even the leader.
- tcoppi 10y ago
  Obviously there are a lot of other companies trying to do the same thing. And none of those companies will be able to compete with Tesla's pricing on the battery side as soon as the Gigafactory is fully online. They will be producing a very, very large proportion of the world's battery capacity and have the scale to bring costs down way below what anyone else is capable of for some years yet. There is risk there of not being able to meet demand between panel installs and model 3 orders, but I think that's a good problem to have. The panel side of SolarCity is a little less impressive, but the Silveo 360w panels are looking to be very competitive with other offerings in that range on price, though they will probably have lower absolute efficiency relative to the next-best offering that I know about from SunPower, and a large increase over most currently installed panel's wattage.

by tcoppi 10y ago

chollida1 10y ago

I'm also an investor and love Tesla and I agree completely with this.... > The potential there with SolarCity's new panels and Tesla's advantage in battery pack manufacture is pretty big, This however is just plain old wrong.... > and they seem to be the only company poised to take advantage of solar + battery technology applications in the short to medium term. have a look at this list... http://cleantechnica.com/2015/01/15/27-battery-storage-companies-watch/ http://cleantechnica.com/2015/01/15/27-battery-storage-compa... or http://www.enfsolar.com/directory/component/battery http://www.enfsolar.com/directory/component/battery There are many companies doing solar/batteries. Some are large and very well capitalized like GE and Siemens. The only way you could consider them "the only company poised to take advantage of solar + battery" is if you didn't bother to look for any other companies:) I like Tesla's future but in terms of solar+battery they have alot of competition and its not at all clear that they are even the leader.

tcoppi 10y ago
Obviously there are a lot of other companies trying to do the same thing. And none of those companies will be able to compete with Tesla's pricing on the battery side as soon as the Gigafactory is fully online. They will be producing a very, very large proportion of the world's battery capacity and have the scale to bring costs down way below what anyone else is capable of for some years yet. There is risk there of not being able to meet demand between panel installs and model 3 orders, but I think that's a good problem to have. The panel side of SolarCity is a little less impressive, but the Silveo 360w panels are looking to be very competitive with other offerings in that range on price, though they will probably have lower absolute efficiency relative to the next-best offering that I know about from SunPower, and a large increase over most currently installed panel's wattage.