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winfield100

winfield100
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  • SolarCity: An Analysis Of Retained Value And A Price Comparison Of Its Offerings [View article]
    @RSA dude, here is a link to Dr Richard Perez, SUNY, who has done a bunch of studies on RE. (one point I liked was NE blackout of `10 yrs ago could have been avoided with 1/2gigwatt distributed PV and avoided $8-11 billion in losses.)(at that time 1/2GW PV would have cost appx $5billion)(If you could have gotten the panels and BOS that is)

    http://bit.ly/19nG7Uy

    this may not have a lot to do with SCTY and its profitability but more with RE in general. I am still cautiously optimistic SCTY but remain nimble
    Aug 20 02:22 PM | Likes Like |Link to Comment
  • SolarCity: An Analysis Of Retained Value And A Price Comparison Of Its Offerings [View article]
    /philosophy on
    "the movement for utilities to charge customers MORE for having solar is here to stay" this will probably cause a death spiral feedback loop. homeowners aren't dumb. a simple thought experiment. solar on your roof of your grid tied house. It generates LESS than you use so you still have a positive bill of some kWh and all electrons produced are used on site and none go to the grid. you are not net metering, you are just "conserving and lowering your bill". there are a few stories over the years in homepower.org related to this and hostile utilities. so perhaps SCTY comes along and says we will island or partially island your home from the grid using TSLA battery packs, homeowner pissed off at what they believe (real or not) is gouging utility and opt in. things are going to become more interesting (hopefully in a good way)(we will stave off the slow apocalypse of fossil fuel prices going up)
    this kinda fits with ?RSA? comment of will utilities even be around in a few decades vs zillions of micro and minigrids
    /philosophy off
    Aug 20 09:04 AM | 1 Like Like |Link to Comment
  • SolarCity: An Analysis Of Retained Value And A Price Comparison Of Its Offerings [View article]
    SEER 25!!! wowsers!! and all led lites and variable speed pumps!!. dude, that is really really nice. sounds like a zero net energy house.
    Aug 20 08:50 AM | 1 Like Like |Link to Comment
  • SolarCity: An Analysis Of Retained Value And A Price Comparison Of Its Offerings [View article]
    Scientific American doesn't always have the most reliable authors. they had an anti nanotech article, the author not realizing he was an example of biological nanotech that manipulated atoms and molecules to build himself from dna blueprints using rna. But the referenced article above. How do you connect to the wrong meter? was it a town house? was it a racheting meter (cannot run backwards). My system was hooked to a meter that would run backwards until the meter was replaced. there are all different kinds of meters, some have bars and a sensor that counts the dark white so if it goes backwards, it still counts up. not a lot of excuse for the company refusing for a year to fix tho.
    I really do like your very detailed analysis. another link you might like for info is homepower.org for off and on grid renewable users that has been around for 2-3 decades.
    Aug 20 08:40 AM | 1 Like Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    "Mitsubishi Outlander PHEV "•Range in Pure EV Mode : 52 km (32 miles) - look for it to get about -->20-22 miles<-- of range on US/EPA standard.
    so it will barely get 1/2 of a gm volt in electric.
    20-22 is somewhat less than 200 miles range EV.
    Aug 19 11:03 AM | 2 Likes Like |Link to Comment
  • SolarCity: An Analysis Of Retained Value And A Price Comparison Of Its Offerings [View article]
    @RSA. as an example of 20 year old technology, I have 298sqft of ASi (amorphous silicon panels) mfg by BP in Towanda, Va, installed 1999 (mfg 2-4 yrs prev). they barely put out 1kw, initially 1.375kw system or roughly around 3.5% efficient. single data point. ASi is inefficient and poly silicon is better. You might subscribe to Solar Today for blurbs on newer technology I am positive renewables but cautiously optimistic SCTY. I really like your very detailed analysis btw. I expect efficiencies to go up, tho not as fast the next 20 years as the last 20 years. closely watching govt policies is very important.
    Aug 19 09:41 AM | Likes Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    @lensman03 perhaps premature by 10-15 years, but you have to prepare, get cash, build a vision.
    Aug 17 11:09 AM | 3 Likes Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    @LT "BMW's i8 has now replaced the Model S as THE cutting edge car to own."
    seriously? BMW i8 gets -->23miles electric<--, barely more than a plug in prius or a ford fusion energi. a Volt gets in the high to mid 40s electric. But it does cost $130,000+
    Aug 17 10:58 AM | 4 Likes Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    @mario "Enthusiasm does not mean lack of qualification." regarding spacex (and tesla) there are 10's if not 100's of thousands of us out here who are enthusiastic with varying degrees of qualifications who are FINALLY seeing what we have been wishing for, for the last 80+ years, stepping off the planet somewhat safely, and following someone of vision who is making it happen, and making money and confounding the naysayers.
    Aug 17 10:46 AM | 6 Likes Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    @Frank "Somehow Musk's fascination with Mars is a bit crazy. Do Tesla fans agree with him? " you show a certain poverty of soul and a vision that encompasses only the past regarding tesla and spacex
    Aug 17 10:33 AM | 6 Likes Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    well, Regina lied to their investors, and the stock price graph when this was reviled looked like a waterfall
    Aug 17 10:21 AM | Likes Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    @Davewmart "If I had a position in Tesla, why on earth would I not simply say so? "

    well? do you? have a position in tesla? this includes equities, options all the other ilk, friends and colleagues bla bla bla.
    comments here would be more "precise" or believable if it were disclosed the commenters biases

    me i am long and long term holder, no margin and to the point of dollar cost averaging increase in my positions.
    Aug 17 10:20 AM | 1 Like Like |Link to Comment
  • Here's A Simple Explanation Of How Tesla's New Warranty Policy Affects Earnings [View article]
    http://seekingalpha.co... randy carlsons article from march 2013
    Aug 17 09:17 AM | 1 Like Like |Link to Comment
  • Here's A Simple Explanation Of How Tesla's New Warranty Policy Affects Earnings [View article]
    A simple thought experiment springboarding from randy Carlson’s March 2013 article on electricity arbitrage and such. When Tesla gigafactory comes online roughly 16% battery packs will be excess and not needed for vehicles, 50gigawatts/85kilowatts = appx 590,000 packs. Split these excess packs into 1/3rd or 1/4ths and you get between 260,000 and 350,000 20-30kwh packs. Continue integrating with SCTY (solar city) PV and islanding capabilities, grid voltage and frequency stabilization and you have homes and businesses capable of going off grid or extreme reductions of grid use or more (or less) grid stability due to a huge number of point source independent source operators. I personally see Tesla morphing into, if not already, an energy company with a sideline of making really good cars
    Aug 17 09:15 AM | 8 Likes Like |Link to Comment
  • Tesla, Fairest Welfare Queen Of All, Cracks The Whip [View article]
    @Keef "It's Keef
    That's Keef with an Eff" ..you.. really need to either learn more about battery chemistries so your comments and responses are vaguely coherent
    Aug 14 12:27 AM | Likes Like |Link to Comment
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