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Tales From The Future

 
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  • Tales From The Future
    $S: Sprint to slash pricing starting next week, report says. http://cnet.co/1oAbw3J
    Fri, 8:23 AM
    Reply (2)
    • losbronces: I saw that. Might put pressure on $T & $VZ.
      Fri, 9:11 AM
    • Tales From The Future: More details here: http://on.wsj.com/1thKa0K
      Mon, 9:34 PM
      • Tales From The Future
        LG Chem and others (Nissan, VW) will have new batteries to counter $TSLA in mass-market by around 2017: http://on.wsj.com/1mD6Sfn
        Aug 11, 7:59 PM
        Reply (4)
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        • oneglutathione: By the way, thanx for the link and your research.
          Aug 13, 4:53 PM
        • Tales From The Future: Thanks, here are some links to additional resources (battery R&D beyond current Li-Ion technology): http://seekingalpha.com/c/mtez5
          Aug 13, 6:36 PM
          • Tales From The Future
            Soon $SCTY can play with Vivint Solar: http://bit.ly/V1ImNW Who's spending more money per quarter installing panels? Sucker's bet.
            Aug 7, 4:35 PM
            Reply (2)
            • Tales From The Future: I see Vivint as a strong competitor thanks to sales force (home automation/security) cross-selling solar. But retail solar margin long-term?
              Aug 7, 4:38 PM
            • Tales From The Future: One day people will find out they mostly overpay for solar leases, especially with solar panel prices falling and uncertain subsidies.
              Aug 7, 4:41 PM
              • Tales From The Future
                Code/red: $AAPL to Hold iPhone Event on Sept. 9 (they usually have accurate sources): http://on.recode.net/1pAXsEV
                Aug 5, 1:22 PM
                Reply (2)
                • Tales From The Future: Last year was on Sept. 10 iirc. This year's should leave enough space to hold a separate event in Oct/Nov to announce a wearable device.
                  Aug 5, 1:24 PM
                • inside man 55: I think this is smart, Samsung was supposed to release their new note at around this time
                  Aug 5, 3:10 PM
                  • Tales From The Future
                    Priceless: 8 Months of Muppet Brutality: Why And Where Goldman $GS Told Clients To Buy Banco Espirito Santo: http://bit.ly/1lsUoqG
                    Aug 4, 12:29 PM
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                      • Tales From The Future
                        Note the new wording on $TSLA Model X: "Development efforts remain on track for production of Model X in the spring of 2015".
                        Jul 31, 7:00 PM
                        Reply (2)
                        • Tales From The Future: Lots of leeway when actual volume deliveries to customers will happen. Summer of 2015? We will see in Q1 2015 how Model S sales hold up...
                          Jul 31, 7:25 PM
                        • Tales From The Future: There is no indefinite demand for cars with an ASP @$100k, no matter how many times $TSLA tells the contrary, especially not in a downturn.
                          Jul 31, 9:16 PM
                          • Tales From The Future
                            $AAPL TV box update delayed until 2015? http://bit.ly/1n46kyx Apple's product launch line is stuffed anyway for H2 2014.
                            Jul 30, 5:17 PM
                            Reply (3)
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                            • inside man 55: Yeah, this is bad news, unless the content is baked into the new os, they should release a new Apple TV with iOS and games to get going.
                              Jul 30, 5:53 PM
                            • Tales From The Future: Yes, current AppleTV is getting old, but many other launches coming (Wearables, iPhone6). AppleTV is not that important revenue-wise so far.
                              Jul 30, 8:52 PM
                              • Tales From The Future
                                3 Reasons Why The US And Other Major Stock Markets Could Soon Top Out... http://seekingalpha.com/p/1ufdb
                                Jul 26, 2:38 PM
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                                  • Tales From The Future
                                    Why Have Some Gold (And Gold Miners) In A Portfolio? $GLD, $IAU, $GDX http://seekingalpha.com/p/1ufcr
                                    Jul 26, 2:21 PM
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                                      • Tales From The Future
                                        $AAPL: Apple's Quarterly Spending Points to Major Product Launches, Significant Revenue Growth: http://bit.ly/WHjDA3
                                        Jul 25, 1:36 PM
                                        Reply (8)
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                                        • Tales From The Future: Yes, all rumors, but the end of 2014 could become very stuffed in terms of launches: http://bit.ly/1o6c76W
                                          Jul 28, 10:35 AM
                                        • Tales From The Future: "Supply Chain Sources Claim December Launch for 5.5-Inch iPhone 6 and iWatch"
                                          Jul 28, 10:36 AM
                                          • Tales From The Future
                                            The latest EV programme of the Chinese government will only back domestic production: http://bit.ly/1oazRLW $TSLA
                                            Jul 23, 9:10 AM
                                            Reply (8)
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                                            • Tales From The Future: When will the Model 3 realistically be available in China? 2018, 2019? That is a long way off.
                                              Jul 23, 1:09 PM
                                            • oneglutathione: Yes, in deed.
                                              Jul 24, 3:27 PM
                                              • Tales From The Future
                                                $HLF: "Fictious Customers (in Nutrition Clubs), Fictious University Degree". See Ackman's latest presentation from today.
                                                Jul 22, 12:12 PM
                                                Reply (2)
                                                • Tales From The Future: "If you look at the greatest frauds," Ackman said using Enron's phantom trading floor as an example, ...
                                                  Jul 22, 12:39 PM
                                                • Tales From The Future: "What HLF has is they have phantom or fictitious customers." http://read.bi/UmcC5J
                                                  Jul 22, 12:39 PM
                                                  • Tales From The Future
                                                    $TSLA announces Model 3 for 2017 and bigger battery for Roadster: http://bit.ly/1qe8SSq
                                                    Jul 15, 11:58 PM
                                                    Reply (2)
                                                    • Tales From The Future: They still need to finish the Gigafactory to have batteries for this Model 3, so I will believe the date when I see it.
                                                      Jul 15, 11:59 PM
                                                    • DrGarnicus: Yup. July's halfway over and still no announcement on where the first ones will be built.
                                                      Jul 16, 11:23 AM
                                                      • Tales From The Future
                                                        It's maybe indeed time to add autonomous driving to $TSLA cars: Buyer Immediately Crashes Model S: http://bit.ly/1zBoLnO
                                                        Jul 14, 9:36 AM
                                                        Reply (3)
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                                                        • Sellinpanic: Did they even check if the buyer had a valid driver's licence? :-D
                                                          Jul 14, 11:29 AM
                                                        • Tales From The Future: If the Model S came with Falcon Wing doors, it could have flown over the sign :)
                                                          Jul 15, 1:20 AM
                                                          • Tales From The Future
                                                            A Sober Quote For All These Recent Market Highs $SPY http://seekingalpha.com/p/1t59l
                                                            Jul 3, 2:14 PM
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                                                              • Tales From The Future
                                                                GS And The Internet Of Things http://seekingalpha.com/p/1suib
                                                                Jun 27, 1:30 PM
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                                                                  • Tales From The Future
                                                                    Stock Markets In 2014: The Liquidity Bubble Pop Could Be Near (Danger Zones) $SPY http://seekingalpha.com/p/1sp9z
                                                                    Jun 25, 10:17 AM
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                                                                      • Tales From The Future
                                                                        $AAPL: WSJ: Apple Plans Multiple Designs for Smartwatch - Wrist Device Will Include More Than 10 Sensors Including Ones to Track Fitness
                                                                        Jun 20, 7:56 AM
                                                                        Reply (4)
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                                                                        • Tales From The Future: From earlier rumors, Apple might release the iWatch in different sizes. At least a Men/Women size differentiator makes sense to me.
                                                                          Jun 20, 9:38 AM
                                                                        • inside man 55: I think Apple is taking us for a ride. There will be multiple sizes and multiple band types. They are keeping everyone guessing.
                                                                          Jun 20, 10:24 AM
                                                                          • Tales From The Future
                                                                            I wonder when $SCTY will issue stock or convertibles for capex, similar playbook with $TSLA in 2014. Believers will flock in, buy at highs.
                                                                            Jun 18, 10:00 AM
                                                                            Reply (4)
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                                                                            • Tales From The Future: It's hard to prove. "Independent" analysts (likely from the same banks doing the deal) will write a report that the valuation is justified.
                                                                              Jun 19, 7:56 AM
                                                                            • Tales From The Future: In the end, the bond buyers shareholders assume the risk. S&P rated $TSLA bonds as junk, yet yield is very low, could be similat with SCTY.
                                                                              Jun 19, 7:59 AM
                                                                              • Tales From The Future
                                                                                $SCTY had a very different opinion on making solar panels...quote below (and SWPR and FSLR also have high efficiency panel tech):
                                                                                Jun 17, 7:33 PM
                                                                                Reply (3)
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                                                                                • Tales From The Future: Quote from Elon Musk. Now everything is different apparently.
                                                                                  Jun 17, 7:36 PM
                                                                                • Tales From The Future: A commodity business with price dumping and thin margins is suddenly interesting.
                                                                                  Jun 17, 8:03 PM