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  • EVs Winning Is Not The Same As Tesla Winning [View article]
    So you are completely ignoring that:

    1) Tesla makes a lot of parts in-house

    2) Tesla employs their own dealership network

    Also, consumer reports had only a few minor issues. On top of that, issues with first year production models is not uncommon in the automotive sector.
    Sep 25, 2014. 02:39 PM | 3 Likes Like |Link to Comment
  • Toyota: Is Picking Fuel Cell Vehicles Over EVs A Smart Move? [View article]
    One important thing to note is the 830km (515 miles) projection for the fuel cell car is JC08 test.

    To put it into perspective, the Nissan Leaf which has a 75 mile EPA range has a 141 mile range on the JC08.

    In comparison, Tesla is already going to update their roadster to 400 miles range.
    Jul 30, 2014. 03:46 PM | 1 Like Like |Link to Comment
  • Tesla's Real Problem: Energy Density [View article]
    What kind of nonsense is this?

    1) You are not factoring in efficiency into the energy density equation. Energy density is useless if almost all the energy is wasted as heat instead of mechanical energy.

    2) Tesla has been spending over 200 million a year in R&D, they have plenty of money since they FOCUS on what they are doing. They also have Panasonic contributing to the R&D as a partner.

    3) Toyota and Honda Fuel Cell vehicles are a joke compliance cars. Not only are fuel cell vehicles inferior to BEVs in almost every single way they have key issues such as:

    A) Infrastructure cost would be in the TRILLIONS.

    B) According to Toyota, an affordable FCV will come by after 2025+, compared to Tesla releasing an affordable EV in 2017.

    4) Electric Vehicles are actually doing pretty well in the commercial market. UPS has ordered 100 electric delivery vans in 2013. What limits UPS is not weight but volume of the vehicles, with low range delivery and stop and go traffic, EVs are perfect for companies like UPS.

    USPS was actually going to replace most of their vehicles with electric until congress hit them with the silly 75 year pension funding.
    Jul 25, 2014. 04:24 PM | 14 Likes Like |Link to Comment
  • Tesla Gigafactory Could Be Boon For Graphite, Lithium, Cobalt: Simon Moores [View article]
    Why is everyone so sure Tesla will use Graphite Anode? Panasonic has already moved on to Silicon Anode for their more energy dense cells. IT would not be out of the question of Tesla moves over to Silicon Anode as well.
    Jun 25, 2014. 01:24 AM | Likes Like |Link to Comment
  • Tesla Gigafactory Could Be Boon For Graphite, Lithium, Cobalt: Simon Moores [View article]
    As mentioned, LCO cathode used a lot of cobalt (actual laptop battery cells). Tesla uses 18650 form factor but NCA cathode. NCA cathode uses 10X less Cobalt than LCO. Nickel is the primary cathode material.

    18650 cells still offer the best energy density and the best cost per kwh. Eventually, custom cells will catch up but not this decade. By the time they catch up, we will already have metal-air batteries to move on to.
    Jun 25, 2014. 01:22 AM | 1 Like Like |Link to Comment
  • Panasonic Now Has An 'Option' On Tesla's Gigafactory [View article]
    The issue Panasonic is having is they want exclusivity on the gigafactory. They don't want to invest a lot of money and be "one of the many". By securing exclusivity they can secure their future in batteries. Panasonic by themselves have been hit very hard over the years, but at this point Tesla is the reason why they are profitable, so they can't afford Tesla going in with other partners.

    There has been no known delays with the gigafactory. The articles that posted about the delays have backtracked it as it was an error on their part.
    Jun 5, 2014. 05:48 PM | 2 Likes Like |Link to Comment
  • Why The CEOs Of Tesla/SolarCity And BYD Need To Have A 'Giga Factory' Chat [View article]
    It is called NCA not LCA. And no LFP will not be able to compete with NCA.

    LFP 62kwh battery is not only heavier but also requires more volume (energy density by volume). On top of that LFP is one of the lithium ion chemistry that suffers from memory effect. Putting LFP in 18650 cells also would be pointless and less efficient.

    Tesla is not going to partner with BYD, they have no reason to.
    May 20, 2014. 04:26 PM | Likes Like |Link to Comment
  • Tesla Vs. Renault: Low Cost, Not High Cost, Is The Future. [View article]
    There is a few things you are not accounting for:

    1) First of all, you can get a very good optioned out Tesla for around 80-85k (after tax credits). 100k is already 0-60 performance models.

    2) While the buyers of high end cars are less, they also buy more often. And have multiple cars.

    3) EVs are more affordable than the sticker price suggests. When you look at savings on gas and maintenance. So an 85k Tesla can be as affordable as a 40k gasoline car. And now companies are scooping up Tesla cars for taxi as they end up cheaper than a gasoline taxi after all those miles they put on them.

    4) Once the Tesla Model E comes out, it will be much more affordable. At 35k it would beat even a 15k gasoline car in TCO. And using the Prius is a poor model because EVs are selling at a rate much faster than hybrids. And 35k price tag is actually close to average new car price of 31k.

    End of the day, Renault is fighting for a dead end market, where as the EV market will end up booming. The biggest advantage of EVs is they make for better cars.
    Apr 29, 2014. 04:47 PM | 9 Likes Like |Link to Comment
  • GM Can Be The New Tesla: Distressed Ex-Cash P/E Of 4.2 With Potential To Double [View article]
    Nobody wanted cars, they wanted faster horses. Nobody wanted a touch only phone, people wanted a BB phone. End of the day people have no clue what they want until it is shown to them. The demand is high for the Tesla Model S because it was shown to them. The reason why others are not doing so well is because they are making compliance cars. Not real cars.

    Sure, GM can make anything but it is a matter of time and making the platform. Their current EV platforms are not scalable like Tesla. This can put them years behind the competition.

    As far as Tesla goes, actually Tesla will more than likely surpass expectations. Investors generally take Musk's word and make a prediction below his. the problem is Musk prefers to under promise. So chances are Tesla will over deliver.
    Sep 28, 2013. 05:12 PM | 8 Likes Like |Link to Comment
  • Tesla Motors: Dilution Is Inevitable [View article]
    I think you missed my point. I am saying the dynamics are different for EVs than they are for gasoline cars. You used gasoline cars as a basis for how expensive it will be for Tesla. But the game changes a lot when your dealing with electric. Also Tesla is set to sell 25k this year and the cost of the car is 70k-110k+, with average sale being over 90k.

    But I made it very clear above, the only time I see Tesla to raise capital is right before or right after they release the Gen III. Which means there won't be any capital raising for at least 2 years.

    Overall though, Toyota's plan is to invest into hybrids and if things go fully electric, they will just use Tesla's technology. The first one to the market with a 200 mile EV at 35k will probably be Tesla.
    Sep 23, 2013. 01:36 AM | 1 Like Like |Link to Comment
  • Tesla Motors: Dilution Is Inevitable [View article]
    I am 95% sure Tesla is not going to do another offering until at least the Gen III. They have more than enough funds for the time being. And stock prices will be higher in the future.

    Also, Tesla has some advantages the other guys don't and it is part pf what makes them a technology company. What is the price of a v8 engine today? what is the price of a v8 engine 5 years from now? 10 years from now? 20 years from now? Now see how that differs for EVs? The price of building the EV drops every quarter due to battery prices going down. In comparison the price of a gasoline car stays the same.

    On top of that other manufacturers have expenses such as dealers, unions, advertising and etc. Tesla does not have those expenses.
    Sep 22, 2013. 07:29 PM | Likes Like |Link to Comment
  • Pandora Raises Funds: What Company Is Next? [View article]
    Amazon is not going to raise money, they are more interested in buying back shares. They are growing every year at a very good rate, they don't need to raise money.

    Tesla Motors is also not going to raise money for at least 2-3 years. The limitations they are having are at supplier's end, not financial. The only time it makes sense to raise money would be for the Gen III release as they would have to output 500k cars to meet demand. But at this point raising money does nothing. They still have over 700 million cash that they raised last time and it is not even being touched.
    Sep 19, 2013. 12:12 PM | Likes Like |Link to Comment
  • Tesla: Can We Talk? [View article]
    @solucky - DBM used Lithium Metal Polymer batteries, not Lithium Ion batteries. Not to mention they were prototypes.

    Also according to reports, the cause of the fire was not the battery. It couldn't have been because the battery was removed prior to storage and only the car was in the warehouse.
    Sep 17, 2013. 03:13 PM | Likes Like |Link to Comment
  • Tesla: Can We Talk? [View article]
    @Miro - An isolated incident might get attention but it might not. But again your not going to get a Fisker like burn down. Because at end of the day, what was burning was not the battery but the gasoline.

    @Reel - The point is there is no lease. Tesla wanted to emulate a lease and did so by creating financing with buyback component. The reason why Tesla did not want to do leasing is obvious. Leases are bad for cash flow, in this way Tesla gets 100% cash upfront and while leases encourage giving back the car, financing with buyback encourages keeping it. 1) when did he say this? 2) to instill confidence 3) Well if they did that it wouldn't emulate a lease now would it?

    2) 36 service centers with around 16-17k cars on the road. That is 1 service center per 500 people. For Toyota it is like what 1 per 10,000 people? If there is a service problem, it is pretty much everyone except Tesla. Why exactly do you believe that somehow Tesla has service issues any more than anyone else?

    3) If you want to play the probability of risk X magnitude of risk. Than you have more chance of being hit by a meteor while taking a shower than a Tesla battery fire causing an issue. With no gasoline to burn the risk factor is virtually non-existent. (Gasoline has 100x more energy density than batteries). Factor in that each battery is individually sealed and in a boron steel frame. The risks are virtually non-existent. Assuming by some microscopic chance something happens.
    Sep 17, 2013. 08:14 AM | 2 Likes Like |Link to Comment
  • Tesla: Can We Talk? [View article]
    2) As I mentioned earlier, when you finance through Tesla's partners. The rates are rather higher. Tesla is trying to do a lease without doing a lease. This gives Tesla access to instant cash and makes a program similar to a lease program. Most luxury cars are leased and Tesla is capitalizing on that with minimum risk.

    3) Actually Boeing outsourced the battery to a 3rd party who had no experience with these kind of batteries.(They made consumer batteries). Boeing also pressured the FAA to not worry about testing the batteries. In comparison, the batteries Tesla uses are built in house and actually the same batteries used in the SpaceX spaceship. These batteries have been tested by both FAA and NASA. Not to mention your not going to expose the batteries to high pressure in a car like you would on a plane. There is a reason why you have to account for lithium batteries when shipping or flying.

    4) Why do you think this hasn't been addressed? See lets not make the assumption of "If I don't know about it then it has not been addressed". You said they should build service centers rather then superchargers? They have 21 superchargers right now and 36 service centers right now. With 23 more service centers coming soon. What exactly is not being fully addressed? (remember these service centers are strategically placed next to their customers)

    I am not saying that it is not the responsibility of writers and commentators to look for things that can go wrong. But for that to be done, some research needs to be done on the topic. It is easy to make random assumptions, but if your going to look for actual problems, you have to do the due diligence and do research on the topic to find potential issues. What you described has long been addressed.
    Sep 16, 2013. 07:38 PM | Likes Like |Link to Comment