Aurelien Windenberger and I sit down to discuss SolarCity's (SCTY) financial position in light of their announced acquisition by Tesla (TSLA).
Many are saying SolarCity will face significant capital needs in the near future. Is this true? If so, how much will they really need to raise?
A quick overview:
- A deep look at SolarCity's business model.
- How SolarCity makes money and the role that tax credits play.
- Why SolarCity is so hard to understand financially.
- How the tax credit extension has hurt SolarCity.
- Why SolarCity's balance sheet makes no sense.
- Will SolarCity cannabalize cash from Tesla?
- And more...