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>> No.67379 [View]
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67379

>>67256
again, it depends on the scale and complexity of the system, i.e. if you add battery backups, additional panels, ect. Swanson overestimated the price/watt, meaning his models are too pessimistic. The dude is probably the smartest guy in solar and is worth listening to.

>>67254
keep in mind musk's influence on the company is somewhat muted, he's only on the board. I think it is his cousin that runs it. SCTY made a deal with TSLA to use their batteries though and the two companies are targeted by the same fan-boy type of investors to a certain extent, but it is a super cool business model. Even Goldman is looking into selling residential solar-backed bonds which could really bust the whole industry open.

SCTY is a straight residential solar play that is levered to consumer spending more so than the long-term trajectory and adoption of solar as an energy source...a lot of their future is tied up in the way net-metering legislation shakes out..

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