Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

berylrb

berylrb
Send Message
View as an RSS Feed
View berylrb's Comments BY TICKER:
Latest  |  Highest rated
  • In Summary, The Tesla Model S Is A Dirty Car [View article]
    Nathan's right they did find a clunk. ... After 10:30 of singing the praises of MS, in fact in the beginning they said of all the wonderful attributes it was hard to pick which to start out with. It still comes down to 19 minutes justifying their 99/100!
    May 13 05:23 PM | 2 Likes Like |Link to Comment
  • In Summary, The Tesla Model S Is A Dirty Car [View article]
    Just curious, are you advising your clients to avoid or short because the Model S "is a dirty car", or because Tesla is a bad investment compared to other auto companies and or technology companies?

    On the surface these seem to me to be mutually exclusive reasons!?
    May 13 12:44 PM | 7 Likes Like |Link to Comment
  • Shares of Tesla Motors (TSLA) move up 2.3% premarket as last week's earning report euphoria doesn't show any early signs of fading. Pacific Crest may have seen enough of the momentum/short squeeze run, warning that over the long term the automaker needs to ramp up gross margins to 25% from 5% and demonstrate sustainable demand. [View news story]
    Individual importers? Wow, how does that work? Is Tesla selling to car brokers? What does that do for software updates, warranty, etc.?

    Haven't thought of that yet, a used car market for Model S, ... already!
    May 13 12:02 PM | Likes Like |Link to Comment
  • Shares of Tesla Motors (TSLA) move up 2.3% premarket as last week's earning report euphoria doesn't show any early signs of fading. Pacific Crest may have seen enough of the momentum/short squeeze run, warning that over the long term the automaker needs to ramp up gross margins to 25% from 5% and demonstrate sustainable demand. [View news story]
    I think what was reported was that there was some aggressive phone calls to get some who were sitting on the fence to commit and that led to closed deals and delivered cars.

    Which is consistent w dropping the reporting of reservation numbers, Tesla is implementing strategies to get rid of dead weight on the reservation lists.
    May 13 11:29 AM | Likes Like |Link to Comment
  • Call it momentum or call it a short squeeze, but one way or another shares of Tesla Motors (TSLA +11.8%) are putting in their routine double-digit gain and cleared $80 before settling back. The trading puts Tesla's share price at nearly 80X 2014 earnings estimates, meaning buying the EV automaker today is a bet that its technology will be truly transformative. One company in harm's way from the Tesla juggernaut could be Toyota (TM +2.2%) if Tesla stays ahead in battery development. It's an apples-to-oranges comparison (cost), but today the Prius claims a limited driving range of 11 miles/charge compared to the Model S's range of 260 miles. [View news story]
    ... to be fair, that's sort of a misquote, the Prius does not come in an all EV model.

    The Prius plug-in has an EV only mode of 11 miles, but it is a Hybrid, PHEV. Just like the Fisker, and the Volt, and the C-Max, yada, yada ... so for a 50 mile commute one can expect a 72mpg, for 11-50 mile commute at least 51mpg, just like a regular Prius HEV. and between 5-11 mile commute 99+ mpge.

    Now the Leaf on the other hand is a pure EV range 110 miles range, and the EV RAV4 comes in at 103 miles.

    Disclosure: your actual miles may vary! Ha
    May 11 01:09 PM | Likes Like |Link to Comment
  • Expect Tesla To Lose Its After-Hours Gains [View article]
    @Paulo, you mean 4,900 per quarter , eh?
    May 11 01:03 PM | Likes Like |Link to Comment
  • Tesla Motors - Spectacular First Quarter Report Is A Game Changer [View article]
    Good point Glenn, but if you run the numbers for a 4 sec luxury car, getting maybe 20mpg, that equates to 1,500 miles per month. I drive the San Francisco to San Jose corridor and put in 2,000 miles per month.

    Hence, 1,500 miles per month, is only 60-75 miles per day, roundtrip.

    Same thing goes with insurance comparing apples to apples. We're talking a 4 sec luxury car to a 4 sec luxury car. Recently there was a SA article comparing cost of ownership to a, what, Honda Civic, ... really?
    May 11 01:00 PM | 1 Like Like |Link to Comment
  • Tesla Motors (TSLA +14.6%) tightens its grip on the shorts, now up 43% in 2 days following Wednesday's earnings. Ivan Hoff extrapolates into the future and suggests Tesla could be a $100B company in 10 years (that's all?). Musk's SolarCity (SCTY +9.4%) gains as well. [View news story]
    Right on, I just wanted to point out that TSLA is flying high and this with the big boys already having a foot in the game. I think Randy said it best, with their ICE production being their main source of profit, there's not much incentive to go heavy into EV.

    The reality is that the big dogs have plenty of profit from their niche luxury brands as is, I don't see the need to squeeze Tesla out of the niche. Now they will certainly hinder Tesla's entry into the consumer class vehicles. We will see what the Mercedes B-Class does soon.
    May 11 12:51 PM | 1 Like Like |Link to Comment
  • Tesla Motors (TSLA +14.6%) tightens its grip on the shorts, now up 43% in 2 days following Wednesday's earnings. Ivan Hoff extrapolates into the future and suggests Tesla could be a $100B company in 10 years (that's all?). Musk's SolarCity (SCTY +9.4%) gains as well. [View news story]
    Mercedes already has the B-Class is coming to America, it appears to be the size of a Ford C-Max (sp), and it does have a Tesla powertrain.
    May 11 12:47 PM | 2 Likes Like |Link to Comment
  • Tesla Motors - Spectacular First Quarter Report Is A Game Changer [View article]
    I think the idea is to value TSLA like a tech stock not a car stock.
    May 10 10:59 PM | 1 Like Like |Link to Comment
  • Tesla Motors (TSLA +14.6%) tightens its grip on the shorts, now up 43% in 2 days following Wednesday's earnings. Ivan Hoff extrapolates into the future and suggests Tesla could be a $100B company in 10 years (that's all?). Musk's SolarCity (SCTY +9.4%) gains as well. [View news story]
    and Porsche at least since 2012, sees the EV future as well rolling out the Hybrid Panamera and Cayenne, (to mixed reviews),
    http://bit.ly/ZO3jIj
    May 10 04:27 PM | Likes Like |Link to Comment
  • Tesla Motors (TSLA +14.6%) tightens its grip on the shorts, now up 43% in 2 days following Wednesday's earnings. Ivan Hoff extrapolates into the future and suggests Tesla could be a $100B company in 10 years (that's all?). Musk's SolarCity (SCTY +9.4%) gains as well. [View news story]
    keep in mind, Tesla does not need a "national infrastructure", Musk is building a Tesla infrastructure.

    http://bit.ly/13L2zat
    May 10 04:22 PM | 2 Likes Like |Link to Comment
  • Tesla Motors - Spectacular First Quarter Report Is A Game Changer [View article]
    you mean on the road in a mass market way, eh?
    May 10 04:18 PM | Likes Like |Link to Comment
  • Tesla Motors - Spectacular First Quarter Report Is A Game Changer [View article]
    I see the Google self-drive cars everyday, which is different than autopilot, but you know I've never seen them during true rush-hour, I mean bumper to bumper.

    That would be something, to be in bumper-to-bumper and be able to surf and nap.
    May 10 01:39 PM | 1 Like Like |Link to Comment
  • Call it momentum or call it a short squeeze, but one way or another shares of Tesla Motors (TSLA +11.8%) are putting in their routine double-digit gain and cleared $80 before settling back. The trading puts Tesla's share price at nearly 80X 2014 earnings estimates, meaning buying the EV automaker today is a bet that its technology will be truly transformative. One company in harm's way from the Tesla juggernaut could be Toyota (TM +2.2%) if Tesla stays ahead in battery development. It's an apples-to-oranges comparison (cost), but today the Prius claims a limited driving range of 11 miles/charge compared to the Model S's range of 260 miles. [View news story]
    If you're only talking about the Toyota Prius, if Tesla can make an EV with a 120 mile range for $30K, with space for a dog and a car seat, yeah the Prius plug-in is in harm's way!
    May 10 01:36 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,587 Comments
988 Likes