Seeking Alpha

Christopher Cowan

 
View as an RSS Feed
View Christopher Cowan's Comments BY TICKER:
Latest  |  Highest rated
  • Toyota's Boss Confirms My Point [View article]
    Then we will hear for several years about the availability of hydrogen fuel stations just like we heard about charging stations. Will Toyota build hydrogen fueling stations across the US? Doubt it.
    Oct 2 04:12 PM | 1 Like Like |Link to Comment
  • Toyota's Boss Confirms My Point [View article]
    What will happen when the fuel cell car from Toyota priced at $50,000 has to compete with the $35,000 Gen III from Tesla? Is there a premium to electric cars? Yes. Although, I don't see how you can argue the fuel savings versus the premium cost of an electric car and then justify a $50,000 fuel cell car. Are you claiming that the premium for a fuel cell car will pay for itself with gas savings in 2015?
    "The car is expected to be sold for about $50,000 and it is likely to attract those that love long road trips"
    Doesn't the Super Charger network attract those that love long road trips also? Drive across the country for FREE.
    " For those that are looking for commuter cars, current hybrids and electric cars such as Volt and Leaf will do fine."
    Do you know the percentage of trips that are under 50 miles? 95%
    Range is not an issue with the Model S, due to the Super Chargers.
    Oct 2 01:32 PM | 1 Like Like |Link to Comment
  • August Auto Sales: Ford's C-Max Outselling Tesla's Model S [View article]
    I thought they had editors on this site...
    Sep 27 01:36 PM | 1 Like Like |Link to Comment
  • Putting Tesla Motor's Gargantuan Battery Supply Problem Into Perspective [View article]
    "at least twice" as expensive based on what?
    Sep 7 02:08 AM | Likes Like |Link to Comment
  • Don't Rush To Short Tesla - Its Profit Potential May Surprise You [View article]
    The advantage of an EV is that the cost savings that come from fuel, less maintenance, and lower depreciation alone will allow people to purchase a car with a higher sticker price. A person in the market for a $50,000 car might be able to afford a $65,000 Model S if they factor in cost savings. These savings would be even more if they have Solar energy coming from their house. The market for a Model S would actually be larger then the current market for comparable ICEs.
    Aug 21 02:34 PM | 2 Likes Like |Link to Comment
  • Tesla's Non-GAAP Fairy Tale [View article]
    If you are referring to Sal's articles as "sweet hopium dreams" then I suggest you actually go read them. He has been dead on with the predictions. You could learn a thing or two about TSLA.
    Aug 9 12:57 PM | 7 Likes Like |Link to Comment
  • Tesla's Non-GAAP Fairy Tale [View article]
    Apples growth and margin stopping increasing at the same pace. Tesla is still growing and margins are still increasing. Tesla hasn't gotten to that "Apple $700" level.
    Aug 9 12:53 PM | 4 Likes Like |Link to Comment
  • Tesla's Non-GAAP Fairy Tale [View article]
    Demand levels? Give an example of a comparable product that had demand peak within the first year of its production. The automotive industry hasn't seen anything like the Model S from the big automakers.
    Aug 9 12:51 PM | 3 Likes Like |Link to Comment
  • Tesla's Non-GAAP Fairy Tale [View article]
    His arguments when applied to other companies or industries just don't make any sense at all. Like this gem, "Based on an unsustainable resource." The next article should be about why gasoline cars are the best way to move forward and how gasoline is a sustainable resource.
    Aug 9 12:48 PM | 4 Likes Like |Link to Comment
  • Tesla's Non-GAAP Fairy Tale [View article]
    Why isn't that the case with ALL other automakers then? Why bother making an A7 when the A5 is cheaper? Just because you would rather spend less doesn't mean people that regularly purchase 70-100k cars would drop down to a 40k car.
    Aug 9 12:44 PM | 8 Likes Like |Link to Comment
  • Tesla's Non-GAAP Fairy Tale [View article]
    Any facts to back that up? How many miles is significantly?
    Aug 9 12:40 PM | 2 Likes Like |Link to Comment
  • Highlights from Tesla Motors' earnings conference call [View news story]
    I noticed that also and they addressed it on the call. They are still guiding for Q4 margin to be 25% without ZEV credits. Potentially 30% with the ZEV credits(my thoughts). After all, Elon needs 4 Quarters of 30% gross margin to unlock more stock for himself.
    Aug 8 09:27 AM | 1 Like Like |Link to Comment
  • GM CEO Dan Akerson has created a small team to study Tesla (TSLA) and the potential threat it poses to the auto giant. Vice chairman Steve Girsky: "[Akerson] thinks Tesla could be a big disrupter if we’re not careful ... History is littered with big companies that ignored innovation that was coming their way." Akerson has been busy trying to speed up the pace at GM implements new technologies, and promised in March GM would launch an EV with a 200-mile range. Meanwhile, Tesla is working on lowering charging times at its supercharging stations to 5-10 minutes from 20. CTO J.B. Straubel cautions "it’s not going to happen in a year from now." [View news story]
    Elon Musk said over the weekend that they could produce a 500-mile range car but it would be widely expensive.
    Jul 18 04:11 PM | Likes Like |Link to Comment
  • Why Tesla Is Grossly Overvalued, Even If Everything Goes Terrifically [View article]
    Added to the disclosure section of Tesla Motors articles should be either:
    1. I have driven a Model S
    2. I have never used the product but I feel the need to give an opinion on it anyway.
    Jul 14 02:15 PM | 10 Likes Like |Link to Comment
  • Why Tesla Won't Be Able To Profitably Build A BMW 3-Series Competitor [View article]
    " if Tesla is currently probably making no more than $1000 at a $70,000"
    I think the words "currently probably" should be left out when attempting to make calculations. The Model S is still in the early stages of it's production cycle. It will only get less expensive from here by removing inefficiencies in manufacturing and with the cost of the battery dropping. Say the cost of the batteries just in the Model S drop by $3000 over the next few years. That is $3000 more money they make PER car. Valuing a future car to the early stages of a current car is widely overreaching.

    As far as the "Model S 48" goes, they are not just making a Model S with a smaller battery for the Gen III. It is a completely different car. That is like saying putting a smaller engine in a 7 series won't drop the price by half, well obviously. They would need to make the 3 series smaller and include less features on top of having a less expensive engine.
    Jul 12 03:39 PM | 9 Likes Like |Link to Comment
COMMENTS STATS
150 Comments
284 Likes