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bbor55

bbor55
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  • Tesla: Sober Judgment [View article]
    Slowly.. for the next 9 years.
    May 29 07:36 PM | 1 Like Like |Link to Comment
  • Tesla: Sober Judgment [View article]
    Did you know that you can be 100% correct with everything you said and still completely agree with everything in the article? He actually shows why Tesla should NOT be compared to a ICE company.. because they will have 12% greater margin.. always..
    May 29 07:34 PM | 2 Likes Like |Link to Comment
  • Tesla: Sober Judgment [View article]
    Where in the article does it say Tesla is facing a sure demise? I think he is saying the stock is overpriced.. and that is all.
    May 29 07:30 PM | Likes Like |Link to Comment
  • How The Better Place Bankruptcy Is Relevant To Tesla's Achilles' Heel: Lack Of Charging Infrastructure [View article]
    My home has like 14 different dedicated breakers... and like 46 outlets... I could charge a whole damn parking lot of Teslas with really long extension cords... Ha.

    Lack of charging infrastructure doesn't even begin to make sense. Lack of quick charging.. yes. Otherwise, no.
    May 27 08:45 PM | 5 Likes Like |Link to Comment
  • Tesla's Glory Days Will Be Few As Bigger Competitors Are Already Catching Up [View article]
    Literally, in a freshman level college economics class, when you learn what barriers to entry are... I feel like the single classic example used is a car company!
    May 22 11:05 AM | 2 Likes Like |Link to Comment
  • Tesla's Glory Days Will Be Few As Bigger Competitors Are Already Catching Up [View article]
    Saying there are no barriers to entry in the car industry is just asinine. If that is true, how has it that 0 new companies in about 100 years have been created and been successful in the United States. Even the newer competitors, like Hyundai, have been operating in some form for almost 70 years.

    Selling an App in the iTunes store has almost zero barriers to entry. Buying a factory, developing a concept, creating the IP to have a better and cheaper battery pack then others.. these are HUGE barriers.

    Just this one statement "no barriers to entry" questions your entire thesis. Please explain why you think there are no barriers to what Tesla has done, and if that is true, why no auto manufacturer has been created and made profitable in 50+ years.
    May 22 10:59 AM | 4 Likes Like |Link to Comment
  • Tesla's Glory Days Will Be Few As Bigger Competitors Are Already Catching Up [View article]
    "If I had asked the customer what they wanted they would have said a faster horse." - Right?
    May 22 10:47 AM | 3 Likes Like |Link to Comment
  • Tesla's Glory Days Will Be Few As Bigger Competitors Are Already Catching Up [View article]
    Yup, 2 car households, what is great for Tesla is they can make a ton of money selling 20-40k cars a year, which requires like .009% of Americans to buy their car each year, or .00006% of the humans on earth to buy their car each year.
    May 22 09:19 AM | 3 Likes Like |Link to Comment
  • Tesla's Glory Days Will Be Few As Bigger Competitors Are Already Catching Up [View article]
    Ha, yea, it only took competition 10-13 years to catch up to that prius.. And now they are in endless lawsuits because of the underperformance. Hilarious.
    May 22 09:17 AM | 1 Like Like |Link to Comment
  • Tesla's Glory Days Will Be Few As Bigger Competitors Are Already Catching Up [View article]
    Your repeated defense is that companies will one day create something on the same level as Tesla... Isn't that assuming Tesla's technology (it's current competitive advantage) has plateaued and will no longer advance past its current state, which in your statement clearly think is well ahead of these other autos.

    Even the cars planned to release in 2013 and into 2014 by the major auto (.75-1.5 years after Tesla release) are still below par when compared to Tesla on a price to performance comparison. As stated in another comment, the greatest effect on price is battery capacity which then determines range:

    "Currently, Nissan is closest with a cost kwhr of ~$625 (/kwh)
    Tesla's is around <$400 (/kwh)
    Ford and GM are around ~$1000 (/kwh)
    "

    Also, from what I understand in general, Nissan, Ford, and others at maybe breaking even on these cars, not turning a profit. Which means Nissan would, for example, have to find a way to reduce cost by 36% and another 10% in profit margin just to catch up to the current state of Tesla. Even if you can gain 20% price reduction and efficiency per year it would take over 2 years to catch up, again with the assumption that Tesla costs do not fall at all, which is nearly impossible to suggest.
    May 22 09:11 AM | 7 Likes Like |Link to Comment
  • Tesla's Glory Days Will Be Few As Bigger Competitors Are Already Catching Up [View article]
    No barriers to entry? It took them 9-10 years to turn a profit... everyone in the industry thought it would take 30... every other attempt to date to do what Tesla did essentially failed.

    Major companies may catch up... to what Tesla is doing today, so yes, if Tesla does not continue to improve, they are dead. But isn't that true of most companies?
    May 22 08:59 AM | 3 Likes Like |Link to Comment
  • Tesla May Be The Last One Standing [View article]
    Yea.. look at the list.. 97% of the loans will be fully paid back.. with interest.

    I think 3% is right around the normal rate for consumer and commercial loan defaults in the U.S. according to a few google searches... Meaning that the government is just about as good at determining risk than a private industry bank?
    May 20 03:52 PM | 8 Likes Like |Link to Comment
  • Tesla: 1999 Revisited [View article]
    Lol $500 million was about 3 months of cash outflows for Tesla In Q4 2012 when they had very little $$ comming in from sales. The $500M loan was only a drop in the bucket.
    May 17 09:28 AM | Likes Like |Link to Comment
  • Tesla: 1999 Revisited [View article]
    40% were short before the short squeeze ~April 1 - ~May 1, I think this is what he is referring to
    May 17 09:26 AM | Likes Like |Link to Comment
  • Should Tesla Buy Fiat? [View article]
    There is an engine, and a transmission... they are just very very different, only a few moving parts, so you are right, there will be very few problems with the functioning of the car. The engines also last 300-500k miles.
    May 16 03:23 PM | 1 Like Like |Link to Comment
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