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bbor55

bbor55
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  • 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, 2013. 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, 2013. 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, 2013. 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, 2013. 03:23 PM | 1 Like Like |Link to Comment
  • Should Tesla Buy Fiat? [View article]
    I agree.. so if Tesla buys Fiat, then the owner (CEO) of the 500e is all in.

    I would love if the CEO behind the 500e was all in, I was just reading about them and would love a $199/month lease on one of those, too bad they don't expect them out of CA.. Ever.
    May 16, 2013. 03:21 PM | 2 Likes Like |Link to Comment
  • Shares of Tesla Motors (TSLA) rip 12.9% higher premarket to $95.75 after the company files its mixed shelf and Elon Musk pours in some more capital. Reality check: Tesla now trades with a market cap just under 20% of Ford's valuation while selling only a fraction of the cars Ford sells indicating investors are betting either Tesla will become a "major" automaker or claim the highest margins in the industry. [View news story]
    And by CRAZY I mean, I just look at fundamentals and weigh them way more than emotions, which I would say is driving this huge rally.
    May 16, 2013. 09:19 AM | 1 Like Like |Link to Comment
  • Shares of Tesla Motors (TSLA) rip 12.9% higher premarket to $95.75 after the company files its mixed shelf and Elon Musk pours in some more capital. Reality check: Tesla now trades with a market cap just under 20% of Ford's valuation while selling only a fraction of the cars Ford sells indicating investors are betting either Tesla will become a "major" automaker or claim the highest margins in the industry. [View news story]
    I do agree that it is a positive to pay back to govt loan because the insane number of people who only hate the company because they took "handouts" but these reasons still don't seem significant enough to reverse any dilution at all into a 12% gain.

    But then again, I still think the stock is worth $60 so I must just be CRAZY.
    May 16, 2013. 09:18 AM | Likes Like |Link to Comment
  • Tesla: Interpreting The Model S Sales Figures [View article]
    Tesla stopped providing numbers for reservations, I think at 2012Q4. So, a big hole in trying to determine current demand was created.

    Interestingly enough, Solar City just stopped publishing their backlog number as well.
    May 16, 2013. 08:46 AM | Likes Like |Link to Comment
  • Shares of Tesla Motors (TSLA) rip 12.9% higher premarket to $95.75 after the company files its mixed shelf and Elon Musk pours in some more capital. Reality check: Tesla now trades with a market cap just under 20% of Ford's valuation while selling only a fraction of the cars Ford sells indicating investors are betting either Tesla will become a "major" automaker or claim the highest margins in the industry. [View news story]
    Ha, I am sorry, I freaking love Tesla, but how does a secondary offering, diluting the shares by 8% (800M/10B) increase share price by 12%? What am I missing?

    Musk already owns 30% of the shares at 115 million shares, this will actually lower the overall percentage of the business owned by Musk, so I don't see how him buying $100M is that great of a thing.
    May 16, 2013. 08:30 AM | 7 Likes Like |Link to Comment
  • What Tesla's Share Price Is Really Implying [View article]
    90% sure that Gen III will happen in 5 years and sell 180k per year by that time.. damn I hope so.
    May 13, 2013. 04:27 PM | Likes Like |Link to Comment
  • What Tesla's Share Price Is Really Implying [View article]
    I generally agree with what this author is saying and don't see how he can be accused of being a short when it is true that the share price is well ahead of itself.

    I have held Tesla 4 times now and sold each at a great profit, this last time at $60 because that is hwere I saw the company valued at 20,000 sales. So with the recent increase to 21,000 I guess I would say $63 is a fair price.. (not that my analysis holds any value what so ever other than for myself).

    What does need to be considered which is missed in the article is the difference in profit margins. Ford and Toyota operate at 5-7% I think... Porsche leads the industry at 10-11%. (Operating margin numbers)

    I would contend that 1-2 years from now Tesla will be breaking operating margin numbers seen by the other autos. I think the fact is being overlooked by most analysts that the Teslas will not follow the standard cost models of an auto.. because it is more of a tech device than a car, and obviously on the high end (like Porsche) gaining higher margins. I would liken this to how Apple holds ~25% of the phone market but 75% of the profits.

    It may not become this drastic but it is possible that the cost of components and the effort to manufacture something like the Model S will be much diminished (by percent of final sale price) than your average auto.
    May 13, 2013. 01:55 PM | 8 Likes Like |Link to Comment
  • Tesla Motors Earnings Beat Changes Everything [View article]
    Would be hilarious to see a relation between TSLA share price and the number of orders placed by their shareholders.

    I would assume this 1 year 124% increase in TSLA price would highly benefit those of us who have been in this thing long, because of our major interest in the car itself.
    May 9, 2013. 01:34 PM | 3 Likes Like |Link to Comment
  • Is The Tesla Model S Green? [View article]
    Look at the bottom of the article, they advise their clients to go short. Wonder how that is going.
    May 9, 2013. 11:17 AM | 8 Likes Like |Link to Comment
  • Is The Tesla Model S Green? [View article]
    The falacy that DOE and other energy related federal programs only duty is to reduce CO2 emissions is laughable.

    Above all, these programs should increase the use of electric vehicles because of the reduction of oil that comes with it. Green or not, these cars are great for America.

    $323 billion dollars are sent over seas, on average, per year to purchase oil from other countries. That is 2-3% of GDP. If this money would stay in the country, we will be better off.
    May 9, 2013. 11:15 AM | 6 Likes Like |Link to Comment
  • Will There Be Big Waves From Tesla's Earnings Announcement? [View article]
    Yes, if we can get a current Gross Margin number and if it is anywhere close to 20%, or the 25% expected from Elon... this will be very positive.

    If we can get an Operating margin and it is positive, and moving upward, this will be very good as well.
    May 8, 2013. 01:11 PM | 4 Likes Like |Link to Comment
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