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smolloy1010

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  • SolarCity beats by $0.10, beats on revenue [View news story]
    This is great news, why is the stock falling in AH? I simply don't understand investing these days versus the old days.
    Mar 18 04:19 PM | 2 Likes Like |Link to Comment
  • SolarCity: No Way To Justify The High Valuation [View article]
    Article has good numbers and evaluations. The only question that is really unanswered is below.

    What is the net worth of the author?
    What is the net worth of Elon Musk?

    Let's see where SCTY is in 12 months on the numbers. Innovative companies never match up with beginning valuations.
    Aug 20 04:02 PM | Likes Like |Link to Comment
  • SolarCity's Operating Leases Will Lead To Lots Of Future Cash [View article]
    Bravo! Excellent article. What has happened to investors buying for long term growth? It seems like everyone is a day trader these days and is looking for the quick buck. When innovative companies are in the forefront, naysayers can line up around the block to tear them down. My money is on Elon Musk and his companies that are game changers in the industry.
    Aug 20 04:02 PM | 3 Likes Like |Link to Comment
  • Solar City (SCTY) - The Emperor('S Cousins) Have No Clothes [View instapost]
    There are so many comments back and forth on this SCTY article. I may be a little simple and old school, but by simply doing some background checking of how correct Copperfield Research has been on past articles with other companies that will tell a lot.

    If what they have reported on other companies in a negative light (comparable to SCTY) and it turned out true, then I think Copperfield Research is definitely worth a serious listen. If what they'd said in the past has not been on the mark, then simply hitting the delete button on this article is all the time needed. This is simply about facts, not biases.
    Jun 17 11:24 PM | Likes Like |Link to Comment
  • Dangers Of Utility Investing: An Unappreciated Risk Is Growing Bigger Every Day [View article]
    Long on SCTY. I've invested heavily in this company, times are definitely changing.
    May 22 09:17 AM | 1 Like Like |Link to Comment
  • Don't Fall For The Hype On SolarCity [View article]
    Maybe the author can tell me if I'm off base on this. If we break this down to a 10 year old child's mentality, maybe it's easier to explain how the earnings work. The company has to pay out of their pocket for the upfront equipment expense and installation costs. This model of business entices consumers to sign up because in the past the consumer had to pay this upfront out of their pocket. Hence this new way of doing business is Bringing on many new customers. Not to mention the consumers cost for electricity is lower than it use to be solely on thr grid. So SolarCity has to sign up enough customers to to actually have the consumers contract payments exceed the outgoing cost of equipment expense. When they do this, that's called cash flow positive. The company will get to this point and when the equipment and install costs are paid for then the real cash flow will be happening. One thing I would ask anyone who is talking with uncertainty about SolarCity, have you spoken directly to any of their customers? Seems silly, but real business professionals go right to the source because if you don't have happy customers you won't be in business very long. Before I invested 6 figures in this company I did just that, I spoke to over 25 customers in all the states that SolarCity services. How many customers did the author speak to about SolarCity? SolarCity is a new way of doing business and this scares people who don't know how to think outside the box. SolarCity is for the long term investor and people that actually wish to make an impact on global warming and foreign oil dependency (nobody ever really talks about this aspect of it). Long SCTY.
    May 14 10:43 PM | 9 Likes Like |Link to Comment
  • First Solar Takes A Small Step Back, But Solar Is Still Strong [View article]
    If you go back in time, almost every company that worked to create an innovative change had 100 to 1 against them that they would fail. SolarCity is doing what Tesla is doing, it's laying down the groundwork how we do things. It's been 10 years and Telsa just reported a profitable quarter. As chairman of SolarCity, my money is on Elon Musk. Sometimes in life there is no charting available, just a roll of the dice. I bought in on day one of trading at 12.05 and I've been listening to the naysayers all the way to the bank. My bet is the stock is heading over 30 after earnings.... that's my roll of the dice. Good luck to all!
    May 9 12:08 PM | 1 Like Like |Link to Comment
  • Another day, another gold miner gets hammered: Yamana Gold's (AUY -7.7%) Q1 results disappoint despite a pledge to cut costs by $100/oz. by midyear and $150/oz. by year-end. AUY will be tested not just by falling gold prices but also by copper prices, Cowen’s Adam Graf says, noting AUY's Q1 cash costs jumped 31% Y/Y partly on lower copper credits generated from lower copper sales volumes. [View news story]
    AUY is a solid nimble company that is MAKING money. Long AUY
    May 1 01:28 PM | Likes Like |Link to Comment
  • Investing In Yamana Gold In The Midst Of A Gold Market Crash [View article]
    Fire sale pricing is available right before earnings, I'm in!!
    Apr 30 09:08 AM | 3 Likes Like |Link to Comment
  • The Anatomy Of A Gold Mining Crash - And Recovery [View article]
    Author - Do you have any thoughts on AUY stock?
    Apr 25 01:05 PM | 1 Like Like |Link to Comment
  • More on SolarCity: Expectations were high following a big run-up. 48MW of capacity installed in Q4, +129% Y/Y. Total customers +192% to 8,557, energy contracts +190% to 6,810. Transactions for other products/services +350% to 4,992. $151.3M in system investments (panel installations), well above the $64.7M in operating cash flow generated from selling electricity. $104.5M in funds raised to finance investments. Gross margin of 55.3%, up from 40% a year ago. Opex +70% Y/Y to $37.9M, above revenue of $25.3M. SCTY -9.2% AH. CC at 5PM ET (webcast). (PR[View news story]
    What is this huge sell off?? This company is setting a rock solid foundation and will be a cash cow in the future. Is anyone reading the numbers? Remember they have to carry all the cost upfront. They are building a pipeline of cash and customers. This is not day trading 101 class, this is an innovative company for the mid to long term.
    Mar 7 05:12 AM | Likes Like |Link to Comment
  • 10 Reasons Why The Sun Won't Shine On SolarCity's IPO [View article]
    Looks like Bank of America-Merrill, Goldman Sachs, Roth Capital and Credit Suisse didn't review this newsletter since they all initiated a BUY rating on this stock today. Stock is skyrocketing!

    Being a company that forges a new path is always met with the most resistance. Go SolarCity!
    Jan 7 03:44 PM | Likes Like |Link to Comment
  • 10 Reasons Why The Sun Won't Shine On SolarCity's IPO [View article]
    Looks like Bank of America-Merrill, Goldman Sachs, Roth Capital and Credit Suisse didn't get the same analysis based on their initiated BUY coverage today.

    Being the company that forges the path where nobody has gone before is always the hardest - go SolarCity!
    Jan 7 03:07 PM | Likes Like |Link to Comment
  • SolarCity (SCTY) +2.8% AH after: 1) Announcing it deployed 156MW of solar panels (+117% Y/Y), above the company's expectation of 146MW. 85MW of the deployments involved residential installations, and 76MW commercial installations. 2) Guiding for 2013 deployments of 250MW (190MW residential, 60MW commercial). Shares are now at $13.38, well above SolarCity's (lowered) December IPO price of $8. (PR[View news story]
    Being an innovator is the hardest, it's always much easier to copycat the company that forged the trail first. My money is with SolarCity for the long term!
    Jan 4 02:31 AM | 3 Likes Like |Link to Comment
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