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bbor55

bbor55
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  • How Good Are The Terms Of Tesla's Latest Bond Offering? [View article]
    So why not buy TSLA at $250 a share if you expect it to go to $360+? Wouldn't that be a much smarter play then to buy the bond, get jack for interest, and hope that one day you hit $360?
    Mar 5 09:12 AM | Likes Like |Link to Comment
  • How Good Are The Terms Of Tesla's Latest Bond Offering? [View article]
    So if you buy a $360 Tesla bond today, does that convert to 1 share of Tesla at some point if you so choose? Or what is the conversion rate?

    Does this question even make sense?
    Mar 3 08:00 AM | Likes Like |Link to Comment
  • How Good Are The Terms Of Tesla's Latest Bond Offering? [View article]
    I thought I was smart but perhaps I do not understand this at all.

    Who would take on the risk of holding 5 year TSLA bonds at 25 basis points (.25%) when you can easily get 3-4 times that amount in a risk free FDIC insured high yielding savings account?

    Additionally, AAPL issued bonds semi recently at 1.076% for 5 year debt. How would a TSLA bond be four times safer than AAPL?

    Perhaps I am comparing coupon rate and annual yield and these two things are not congruent?

    Some explanation would be appreciated.
    Mar 1 08:59 AM | Likes Like |Link to Comment
  • Veolia swings to greater-than-expected net loss [View news story]
    VE is the greatest stock available on the market. Anyone who doesn't own this guy should be very very sorry.
    Feb 27 08:21 AM | Likes Like |Link to Comment
  • Tesla's Crushing Battery Supply Constraints [View article]
    His use of 500-600 gallons a year is obviously in comparison to an average American vehicle which gets 22-24mpg.

    And your comment about the price of coffee has nothing to do with the conversation what-so-ever.

    You could also walk to work, not drink coffee, and work a second job on the weekends. How much would you save then?
    Aug 26 03:26 PM | 11 Likes Like |Link to Comment
  • Tesla's Crushing Battery Supply Constraints [View article]
    What do you think the stock should be valued at? And how has this changed from your evaluation 3 months ago, 6 months ago, and 12 months ago?
    Aug 26 03:20 PM | 2 Likes Like |Link to Comment
  • Musk outlines Hyperloop; Tesla wants to remove side mirrors [View news story]
    And innovative technology has never ever in the history of man ever created more prosperous humans (solving current problems in the wake of change)?

    Lol. Go read a economic history book. This is how you make the world better for everyone, transportation revolutions.
    Aug 13 12:59 PM | Likes Like |Link to Comment
  • Musk outlines Hyperloop; Tesla wants to remove side mirrors [View news story]
    Well Jake, you should check again then.

    Because you can get a Tesla that has 130% greater EPA estimated range than you just specified, at a 27% reduced price than the $100K you are quoting.

    Not sure what you comment has anything to do with what you are replying to, however.
    Aug 13 12:57 PM | 2 Likes Like |Link to Comment
  • Tesla's Non-GAAP Fairy Tale [View article]
    Lol maybe most of the comments are negative because, even if you may be providing small truths here and there in your articles, overall, you are obviously wrong. You have written multiple artiles, all saying Tesla was over valued and would lose value over time.. and every singe time, the stock has gone up.

    Yes, the fundamentals are not there to support 200x future earnings, but the market treats hyper growth stories in a completely irrational way. Contintue to say that the current price is too high.. and sooner or later it will drop, and you will be correct. But the truth is, if you were on the other side, you would have already made bundles of cash.
    Aug 9 12:11 PM | 2 Likes Like |Link to Comment
  • Tesla Motors zooms past estimates in Q2 [View news story]
    22% Gross Margin recognized Q2, 5,150 units sold... Nissan sold 6,300 in the same time frame, GM 5,611. That is at ~$27k and ~$37k a pop versus the $75k-100k we see in the Tesla.

    While everyone else struggles to make any profit at all Tesla just made 22% Gross Margin, in a quarter that started about 4 months after the company began producing (manufacturing) complete cars FOR THE FIRST TIME EVER.
    This is amazing.
    Aug 7 04:40 PM | 7 Likes Like |Link to Comment
  • Tesla Motors zooms past estimates in Q2 [View news story]
    Wow, very surprised. Loved Tesla but was really expecting a let down. Keep it up.
    Aug 7 04:18 PM | 1 Like Like |Link to Comment
  • BMW's I3 Electric Car Is No Threat To Tesla's Model S [View article]
    The i3 may be lighter, but in no way will it be quicker, than any Tesla.
    Jul 31 08:09 AM | 2 Likes Like |Link to Comment
  • BMW's I3 Electric Car Is No Threat To Tesla's Model S [View article]
    I agree that the $230k price is high, but I would assume the i8 will come out on the high end around $132k (just a month ago the i3 range extenger was quoted by a BMW spokesperson as costing $2,000, now it is $3,850 as far as I can tell, so I would assume for costs to continue to creep up). And I bet that is the base price.

    You can get a 85kwh performance with lots of options for ~$110k, a 20% discount! Oh, and you can get it today! (Well.. with a few months delay) The i3 won't even be out for 9-12 months, I bet we won't see an i8 sold to an individual in the US for 2 years. By that point there will be at least 50k Teslas manufactured, sold, and driven by happy customers, and an entire network of superchargers throughout the country. Making the range issue less and less of a concern.
    Jul 31 08:07 AM | 9 Likes Like |Link to Comment
  • BMW's I3 Electric Car Is No Threat To Tesla's Model S [View article]
    I assume he is saying he has worked inside of very ridged structures and experienced first hand how difficult it is for anyone in a major company to make a decision, no less a untested one, like throwing major weight into the EV market.

    When you CEO is paid based on stock performance, are not true visionaries, and have 100,000 people dependening on their decisions, it is much more difficult to make large moves like Elon has done over the last 5 years at Tesla.
    Jul 31 08:00 AM | 11 Likes Like |Link to Comment
  • How Tesla Has Already Built A $40,000 Electric Sedan [View article]
    I guess you never said 200 swaps per year, I thought you had, but even at 75 swaps per year, and $70/swap, that is still a cost of $437.5/month, added to the $592 payment on $40k, and the monthly expense is still higher than just buying the car and charging at home.

    Second.. what happens if someone buys for $40k and never gets a swap.. then Tesla loses $42,000 per car... and I still don't understand why anyone would ever pay $70 for a swap unless you don't have a charger at home, are on vacation, or driving over 200 miles in a day (which would amount to an average of ~10 swaps a year per customer).
    Jul 18 09:21 AM | 2 Likes Like |Link to Comment
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