JPR007 Profile picture
12 Sep, 7 tweets, 3 min read
TESLA EUROPE ELECTRICITY - CASE STUDY

In the UK if you have a Tesla car, Powerwall and solar you can add sign up for a “Tesla Tariff” with Octopus Energy

This gives you 24-hour electricity @ 8p per kWh which is almost half price
If you feed electricity back into the grid you receive credit at the same 8p per kWh

Octopus Energy supplies only 100% renewable energy

Tesla also offers their Solar Roof in the UK
Here is the product offering that is in addition to the cars
It is well worth visiting the Tesla Energy Plan page on Octopus Energy’s website and reading the FAQs and answers

It will significantly improve your understanding of this program

Octopus Energy is Tesla’s retail partner

Here are a few for starters

octopus.energy/tesla-energy-p…

1/4
100% clean energy

Introductory offers

2/4
No fixed charge

Cheapest electricity purchase price in the market as of June 2020

Highest electricity selling price in the market as of June 2020 - 30% better than alternative

3/4
And lots more information . . .

. . . that goes well beyond what is shown here

4/4

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More from @jpr007

11 Sep
ELON MUSK CHALLENGES VATTENFALL AND E.ON

Tesla and Elon Musk want to start selling electricity in Europe
teknikensvarld.se/elon-musk-utma…
If Tesla becomes an electricity distributor, they can secure the supply of electricity to their car customers and push down the prices for electricity and fast charging

In the long run, Tesla can also fill home batteries with its own electricity
Tesla is being challenged by the established car manufacturers who are rolling out electric car after electric car
Read 17 tweets
10 Sep
@tortoiseanhare Maybe try a different approach

1. Let’s take your $200 per month

- although it sounds high

2. Let’s say they get 10% of all owners, for various reasons of geography and choice and competition and bundling

- and 10% makes for an easy number to multiply to higher percentages
@tortoiseanhare 4. Let’s say there are 1.4 million Teslas on the road by 2020 year end

Add :

+0.8 million in 2021 = 2.2 million

+1.2 million in 2022 = 3.4 million

+1.9 million in 2023 = 5.3 million

+3.0 million in 2024 = 8.3 million similar to your 8.4

+4.5 million in 2025 = 12.8 million
@tortoiseanhare 5. 12.8 million x 10% participation = 1.28 million x $200 premium per month = $256 million per month

6. $256 million x 12 = $3.072 billion per year

- valuation at 1.0x Price / Sales ratio = $3.1 billion
Read 7 tweets
7 Sep
TOP THREE AUTOMAKERS

This could be interpreted to mean that all three of these companies currently have similar prospects for the future . . .

. . . but that the majority of the value will flow to the Debtholders in VW’s case

- which seems reasonable under the circumstances
But it can also be taken to mean that the market is only valuing TSLA for its Automobile Business . . .

. . . and has not yet been able to get its mind around the value of all of the other business opportunities embedded in the same entity

- which I am also sympathetic with
Which creates an interesting buying opportunity for those who feel greater valuation confidence in those “emerging businesses”
Read 6 tweets
6 Sep
@Goldfiinger77 We had better start at the highest level

The world consumes 534,000 PetaJoules PJ of Energy every year

Let us assume this eventually converts to being all supplied by Electricity

In a waste-free world this shows we need 210,000 PJ of Energy to accomplish the required Work Image
@Goldfiinger77 Most of the existing Wasted Energy comes from using Fossil Fuels

So as we replace these sources with Renewable Energy the Waste will go down

So :

- let us assume real demand growth to 300,000 PJ

- and medium-term continued Waste of 100,000 PJ down from 290,000 PJ
@Goldfiinger77 This gives us annual Energy Usage of 400,000 PJ

400,000 PJ = 111.1 x 10^15 Wh = 111, 100 TWh per year

This averages out to 304 TWh per day

This chart shows peak production of Storage Batteries at around 3,500 GWh per year = 3.5 TWh per year Image
Read 6 tweets
4 Sep
SOFTBANK SPENDS BIG IN U.S. OPTIONS MARKET

SoftBank is the “Nasdaq whale” that has bought billions of dollars’ worth of US equity derivatives in a move that stoked the fevered rally in big tech stocks before a sharp pullback on Thursday
The Japanese conglomerate has been buying options in tech stocks during the past month in huge amounts, contributing to the largest trading volumes in contracts
linked to individual companies in at least 10 years, people said

One banker described it as a “dangerous” bet
The aggressive move into the options market marks a new chapter for the investment powerhouse, which in recent years has made huge bets on privately held technology
start-ups through its $100bn Vision Fund
Read 22 tweets
4 Sep
Towards the end of his visit to Germany Tesla Founder ElonMusk also visited with the competition

He landed in his jet on Thursday evening at Braunschweig

There he met with VW Chief Herbert Diess in reception who had also brought the ID.3 and ID.4 with him
This week billionaire and Tesla founder Elon Musk caused quite a stir with his visit to Germany

Among other things, Musk met with representatives of the German government and also visited the site of the new Tesla plant in Brandenburg
These parts of the trip were reported extensively and with great media impact

However, a detour on Thursday evening shortly before the Tesla boss started his journey home remained largely unknown
Read 8 tweets

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