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  • Tesla Motors roundup: Shares range-bound, supercharger network, Oxen vs. Musk [View news story]
    The Oxen Groups's thesis assumes Tesla will only sell 90,000 vehicles in 2017. There is no basis for this figure, that is the lowest sales forecast I have seen from anyone.

    My sales forecast, that I published earlier this year, unlike this arbitrary 90,000 figure, is based on facts.
    http://bit.ly/11Rs8WH
    Dec 9 01:51 PM | Likes Like |Link to Comment
  • Understanding Tesla's Life Threatening Battery Decisions [View article]
    “Because each module within the battery pack is, by design, isolated by fire barriers to limit any potential damage, the fire in the battery pack was contained to a small section in the front of the vehicle.

    What's overlooked by most news outlets is that Tesla engineered its battery pack in a way that limits/restricts the severity of a thermal event such as this.

    The Model S’ battery pack contains a gel that solidifies when heated to a certain degree. This gel seems to have prevented the thermal event from reaching the rear section of the battery pack. "

    http://bit.ly/1e6EvU6
    Nov 22 03:15 AM | 15 Likes Like |Link to Comment
  • Understanding Tesla's Life Threatening Battery Decisions [View article]
    A quick Google search is all that's needed to understand why the batteries used by Tesla are very safe, and your claim is wrong. http://bit.ly/1bHjqfU
    Nov 22 12:59 AM | 31 Likes Like |Link to Comment
  • Tesla Motors Investors Are Ignoring The Facts [View article]
    Here is the blog post Elon promised. http://bit.ly/19C7daN
    Nov 19 03:34 AM | Likes Like |Link to Comment
  • Tesla Motors Investors Are Ignoring The Facts [View article]
    Retired Securities Attorney, you are most likely correct. However, wouldn't it be incredibly stupid for Tesla to allow the stock to fall further, by not making a statement, especially since Tesla falling yesterday likely had something to do with investors waiting for the statement Elon promised was coming? I'm not an attorney, but it seems likely Tesla could get sued for not telling investors something about the current situation. Right?
    Nov 19 03:00 AM | Likes Like |Link to Comment
  • Tesla Motors Investors Are Ignoring The Facts [View article]
    I think you're partially right. Swing traders who have were riding the bullish wave up from around $130-150, are panic selling to lock in profit. Investors who aren't planning to sell in the next six months, are accumulating at these levels. Unless we hear from Tesla, or the NHTSA that something is very wrong with the Model S, that Tesla can't easily fix, nothing has changed about Tesla's future prospects, and I expect a powerful reversal to happen very soon.
    Nov 18 10:33 PM | Likes Like |Link to Comment
  • Tesla Motors Investors Are Ignoring The Facts [View article]
    The stock is falling because investors are panicking. Tesla is keeping quiet, and might be doing so because they are waiting for investors to calm down. It's also possible Tesla is not responding to this drop because the increase in bad headlines has not caused a decline in demand, and again Tesla is waiting until people calm down to make a statement. Investors didn't listen to the last blog post because they were too distracted by the doom and gloom headlines. If another statement came at the wrong time, or didn't include a substantial amount of new information, it could be viewed the wrong way.
    Nov 18 08:41 PM | Likes Like |Link to Comment
  • I Justify My Tesla Purchase With This Analogy [View article]
    I couldn't agree more!

    In my opinion, Tesla has the potential to head much higher.

    http://bit.ly/11Rs8WH

    Long Tesla!
    Nov 8 02:11 AM | 2 Likes Like |Link to Comment
  • Samsung's (SSNLF.PK) shares slide 3.95% in Seoul after its Q2 operating profit projection of 9.5T won ($8.3B) misses consensus of 10.16T won. The company expects sales of 56-58T won, up from 47.60T won a year earlier but below analyst forecasts of 58.6T. In addition to the earnings miss, analysts are concerned about slowing handset sales and falling margins due to intense competition at the lower-end of the market. Still, Samsung has lots of businesses, and prices of memory chips are expected to remain strong. [View news story]
    Hopefully the market recognizes that this data confirms that the idea that Samsung was dominating Apple in any area was a lie created by Samsung's crazy marketing. The truth is that Samsung has saturated the market held by everyone besides Apple. Significantly more people are switching to the iPhone from Samsung phones, than the other way around. Likewise, the existence of a "tablet market" is an illusion created by billions of advertising dollars. Very few people buy a Galaxy tab or Microsoft Surface instead of an iPad.

    Note: Samsung sells its phones through 4-5x more carriers than Apple. Additionally, Samsung sells the GS4 through China Mobile and NCC Docomo. (two of the largest carriers in the world.)

    Samsung is in all markets everywhere, and its growth has peaked. Apple still has plenty of growth ahead.
    Jul 5 02:42 AM | 1 Like Like |Link to Comment
  • Tesla May Be Undone By Window Undressing [View article]
    I agree that one of the main reasons Apple has sold off almost every day in June was window dressing. I was also thinking that one of the reasons Tesla has risen so much in the past week was window dressing, and wouldn't be surprised to see a sell off early Monday. However, if Tesla does fall due to "window undressing" I think it will be a great buying opportunity, and will jump back by the end of the week. http://bit.ly/11Rs8WH
    Jun 30 09:19 PM | 2 Likes Like |Link to Comment
  • Will Tesla Motors Need A Second Factory? [View article]
    I couldn't agree more. Most of Tesla's "competitors" are hobby projects at best, compliance cars at worst. If the big players don't get their act together, and begin working on competitive vehicles that can take on the Model S and Gen 3, they might find themselves in a bind come 2017 :)
    Jun 28 07:17 PM | 1 Like Like |Link to Comment
  • Will Tesla Motors Need A Second Factory? [View article]
    Building a factory requires time and money. If Tesla wants/needs another factory it will likely need to begin preparing 2-4 years in advance.
    Jun 27 07:02 PM | Likes Like |Link to Comment
  • Will Tesla Motors Need A Second Factory? [View article]
    It's impossible for Tesla to produce this many vehicles today, but it won't be by 2018. Tesla has plenty of time to prepare for this kind of demand. a
    Jun 26 12:05 AM | 1 Like Like |Link to Comment
  • Will Tesla Motors Need A Second Factory? [View article]
    We shall see. Global demand for the Model S is currently well above 21,000 per year, and is very likely to increase :)
    Jun 25 11:50 PM | 2 Likes Like |Link to Comment
  • Will Tesla Motors Need A Second Factory? [View article]
    "Longer term, Tesla Motors Inc envisions selling around 500K units through a combination of the Gen 3 sedan (around 200K units), Gen 3 SUV (about 150K units), Model S/X (roughly 90K units) and the next Gen Roadster. "

    http://bit.ly/15dOW3B

    Steve Jobs originally said he would be thrilled if Apple could hold only one percent of the mobile phone market :)

    http://bit.ly/18eXPyD
    Jun 25 09:42 PM | 5 Likes Like |Link to Comment
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87 Comments
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