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  • Tesla's Overlooked Synergism With SolarCity [View article]
    However, the benefit to SolarCity as Tesla's most synergistic and perhaps exclusive partner may help to drive the cost of their storage solution lower than competitors while integrating seamlessly with Tesla's lithium ion battery pack. Tesla's cost of production for the single biggest automotive expense is also decreased from these large battery production volumes. Go outside and count the number of driveways that don't have a Tesla and count the number of roofs without solar panels and you begin to understand the size of the market opportunity for these two companies.
    Mar 17, 2015. 11:31 AM | 9 Likes Like |Link to Comment
  • VIN Data Shows A Tesla Q3 Blowout Coming [View article]
    Thanks for the article. However, I'm not sure I'm following your revenue assumptions in the chart above.This is a challenging to model but worth the effort. Do you expect the high end Model S and Model X to plateau in about 3 years when Model E is scheduled to drive sales? I'm using bullish estimates but revenues in 2017 should be much higher, even $12-15 billion I think is very attainable, yet 2x your $6-7 billion estimate. Here's my bullish 2018 projection which serves to highlight how it will take fantastic execution to reach $500 a share in the next several years. I think they do $16 billion in 2017 using the same product mix and price points as below.
    Nov 5, 2013. 12:18 PM | Likes Like |Link to Comment