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ValueAnalyst
Investors who can see beyond the next quarter Please click through for key sentences from this important article, along with my interpretation with respect to each key sentence.
South Australia government hails success of trials of first phase of Tesla virtual power plant, saying it resulted in lower prices and greater grid security. It now seems disposed to roll-out the f…
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ValueAnalyst Jul 15
Replying to @ValueAnalyst1
"The prospects for Tesla’s proposed 250MW 'virtual power plant' in South Australia look significantly brighter after the success of its first trial and an enthusiastic response from the SA government" Interpretation: Concept proven. Both parties support the project.
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ValueAnalyst Jul 15
Replying to @ValueAnalyst1
"slashing bills for those homes by around 30 per cent" Interpretation: Consumer buy-in ensured.
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ValueAnalyst Jul 15
Replying to @ValueAnalyst1
"used to boost security and reliability on the state’s grid" Interpretation: Government buy-in ensured.
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ValueAnalyst Jul 15
Replying to @ValueAnalyst1
"An announcement on the $100 million grants for 40,000 homes is expected in coming months" Interpretation: Original project plan of 50,000 homes will nearly double to 90,000.
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ValueAnalyst Jul 15
Replying to @ValueAnalyst1
"autonomously and automatically injecting active power when the frequency (blue line) drops below the thresholds (dotted lines)." Interpretation: Software is a key part of Powerwall and Powerpack value proposition.
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ValueAnalyst Jul 15
Replying to @ValueAnalyst1
"Like its “big brother” at the Hornsdale Power Reserve, which features an array of 100kW Tesla Powerpacks, [Powewalls] also showed fast response and accuracy (unlike some traditional fossil fuel plants)." Interpretation: Fossil fuel plants are goners.
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ValueAnalyst Jul 15
Replying to @ValueAnalyst1
“This project gives South Australians huge help in paying excessive power bills as they struggle with daily cost of living expenses,” Lensink said. Interpretation: The value proposition is immediate and highly beneficial.
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ValueAnalyst Jul 15
Replying to @ValueAnalyst1
"Since its launch, the program has received over 37,000 online registrations of interest." You may read through more information on this key project here:
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Walter MacVane Jul 16
Replying to @ValueAnalyst1
So article is from July 15th, installed Q2? and tested in July or prior?
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