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  • Is This The Beginning Of Tesla's Run To $200?  [View article]
    "I'm of the belief the people from Tesla were pushing the Germans to make a statement."

    Really? The Germans who have their own market sown up with their own vehicles and are on the brink of losing millions of dollars of business to Tesla...those Germans?

    "Its curious that all accidents occurred in the USA, yet 1000s of miles away they knew something sooner. "

    It's never curious when efficiency, common sense and general intelligence are wrapped up as one in an agency, lending it the ability to make quick, clear and concise decisions. Oh, that the rest of the world worked that way.
    Dec 5, 2013. 11:51 AM | 3 Likes Like |Link to Comment
  • Understanding Tesla's Life Threatening Battery Decisions  [View article]
    Mr. Petersen, you have no idea what information, exhaustive or otherwise, that the Germans requested to come to their conclusion. Indeed, to suggest as you have is to be extraordinarily disingenuous. (You do get accused of that often and by many, don't you?)

    So, while you have no interest in second guessing the NHTSA, you certainly have interest in making other inappropriate *suggestions and innuendos* about another automobile safety authority that is at least the equivalent in reputation as the NHTSA.
    Dec 5, 2013. 11:41 AM | 1 Like Like |Link to Comment
  • Looking At Tesla's Most Overlooked Number: Customer Deposits  [View article]
    So true, Mr. Dalal. It seems SA is an alternative universe where all sorts of things that aren't true in the real world become fact.

    The car was at Mr. Rodas' shop being fixed for a 'spontaneous stalling' issue. There's no proof, anywhere, that the car was modified lightly, heavily or anything in between.
    Dec 5, 2013. 11:33 AM | 2 Likes Like |Link to Comment
  • Looking At Tesla's Most Overlooked Number: Customer Deposits  [View article]
    Yes, the pictures, video and news reports about the Mexican accident are all just made up, Mr. Thought. Another Tesla conspiracy and it didn't actually happen at all. The car was actually parked, 15 feet of concrete curb spontaneous imploded, the concrete wall walked over to the car, leaned against it and fell to dust, then the tree had the nerve to jump right on top of the frunk.
    Dec 5, 2013. 11:30 AM | 5 Likes Like |Link to Comment
  • Looking At Tesla's Most Overlooked Number: Customer Deposits  [View article]
    "Two excellent questions."

    They are not excellent questions and they've been answered time and again.

    Why won't Tesla announce monthly sales figures:

    1. They don't have to
    2. They don't want to
    3. You can't make them
    4. Tesla does not operate as other manufacturers do, therefore the monthly numbers in and of themselves have little value. It only matters that the number of sales at the end of each quarter is more than the previous quarter, that in totality they meet yearly guidance numbers, and that GM continues to increase toward the goal of 25%.

    Why did Tesla stop giving out it's backlog numbers to investors:

    1. They never really ever advertised the numbers to the investors other than general figures in quarterly ERs to let investors know things were moving forward.

    Rather what actually happened was that someone (who may or many not have been an investor at the time) decided to track reservation numbers and broadcast them over the Internet (just so happened the running tally was kept on the Tesla Motors Website Forum - but it was NOT of Tesla's doing).

    Going forward Tesla changed how they recorded reservations to make the process less cumbersome for customers, and investors get the same assurances they ever have from Tesla - that demand is just fine. And considering that Tesla has exceeded guidance in every quarter in 2013, and sales just keep getting bigger every quarter, for even the less intelligent that should be proof enough that demand is just fine.

    If you want to be an investor in Tesla, you accept how they do things. Otherwise, if you don't like how they run things then go invest your money somewhere else rather than whining like spoiled brats because you can't control Tesla. It's still a free country last I checked and as long as Tesla follows the rules already in place, they can do whatever they want.
    Dec 5, 2013. 11:09 AM | 3 Likes Like |Link to Comment
  • Looking At Tesla's Most Overlooked Number: Customer Deposits  [View article]
    Yes, Mr. Steinberg, Tesla is just one huge conspiracy theory. Heck, they probably don't even exist.
    Dec 5, 2013. 10:53 AM | 6 Likes Like |Link to Comment
  • Looking At Tesla's Most Overlooked Number: Customer Deposits  [View article]
    "Detroit News Press indicated 1550 model S sales in November, see the article from yesterday."

    Detroit New Press pulled that figure out of thin air. NOBODY, but Tesla knows how many cars they delivered in the month of November and Tesla does NOT release the number.

    In a few places, such as a smaller country like Norway, one can find out the number of new vehicles registered in a specific month. Tesla was second on the list of new vehicles registered in the month of November with 575ish, behind only VW Golf with 666ish.

    But even that doesn't measure Model S demand because Tesla was long ago 'sold out' for the Norwegian/European market....meaning....b... of supplier constraints only a certain amount of cars were designated to be built and shipped across the ocean for 2013 (hint: it wasn't that many and far below demand levels). If Tesla wasn't supply constrained, you can bet your last dollar Tesla would have topped that Norwegian new car registration list with ease....after all, the Model S is Norway's 2014 COTY.

    Point being, because of how Tesla operates (entirely different than any other car manufacturer) it's next to impossible to tell just exactly how many cars are being sold per month. It doesn't even matter if one month it's less than another since all deliveries are 'hand done by Tesla' and it's quite easy for the company to decelerate or accelerate the delivery/sales process at will depending on numerous factors.

    The only verifiable sales figures are those that come out during ERs. You can take the following information to the bank, regardless what Detroit News Press reports: Tesla will sell more cars in Q413 than in ANY previous quarter and it will be around 6,000ish per their own guidance.
    Dec 5, 2013. 10:44 AM | 4 Likes Like |Link to Comment
  • Looking At Tesla's Most Overlooked Number: Customer Deposits  [View article]
    "- TSLA will also need to finance its Gen III car tooling, it's not "just" the batteries."

    How many die sets? How much per die set? Heck, do you even know how many dies per set?

    Hint: This is where you pull out another of your inflated figures.

    "I doubt many people are willing to spend 5k and wait for months to get a 35k USD car."

    First of all, the deposit amount for a Model S isn't even 5k, it's 2.5k. Just using common sense, the deposit amount for the Model E is NOT likely to be more than the current Model S deposit amount, it might even quite likely be less.

    Secondly, you have no idea what people are willing to spend or do (like wait) for a desirous product. And yes, the Model E is quite likely to be HIGHLY desirous.
    Dec 5, 2013. 10:25 AM | 2 Likes Like |Link to Comment
  • Looking At Tesla's Most Overlooked Number: Customer Deposits  [View article]
    It's also of note that the actual deposit amount is now only $2500, instead of $5000. Seeing that bank deposit account rise even while the deposit amount has been halved.....yeah, less than zero demand going on there. *rolling eyes*
    Dec 5, 2013. 10:06 AM | 5 Likes Like |Link to Comment
  • Is This The Beginning Of Tesla's Run To $200?  [View article]
    "The company failed to offer guidance on its 4th quarter..."

    What are you talking about? They gave guidance. What they didn't do was raise guidance for Q413 because of supplier constraints, and they didn't give guidance for 2014, but said they'd do that as part of Q114 ER.
    Dec 4, 2013. 02:12 PM | 9 Likes Like |Link to Comment
  • Understanding Tesla's Life Threatening Battery Decisions  [View article]
    I've said not one word about the NHTSA being influenced by the KBA, not one word. Didn't even suggest it or imply it. I merely spoke to your expected (by me) downplay of the KBA report. As if you're some sort of expert in this area...which we know you are not.

    And now I speak to your expected (by me) assumption that the KBA acted because of the NHTSA, as if the KBA is somehow influenced by what the NHTSA does. I can not laugh any harder at your suggestion that the NHTSA is the be all and end all of automotive authority for the planet.

    You do realize that the NHTSA has now requested that Tesla basically tell them how the accidents happened, and why the owners walked away unharmed, right?

    Entirely ironic of you to think the KBA was influenced by the NHTSA, but the NHTSA will not be influenced by the KBA. Obviously, the people that work at the NHTSA have been injected with some sort of immunity vaccine, while the poor people of the KBA are left with their butts hanging in the wind.
    Dec 3, 2013. 12:11 PM | 3 Likes Like |Link to Comment
  • The Hard Questions About Tesla's Battery Swap  [View article]
    Also include what the Model S owners had to eat prior to the accidents, as well a break down of nutritional ingredients and whether they met daily requirements or not.

    By all means, NHTSA, contact the owners of those two vehicles and read the correspondence between them and Tesla. That would be the owners that insisted the vehicle saved their lives, the owners who both wrote glowing letters to Tesla and allowed them to be posted publically by Tesla, and who wanted a new Model S asap.

    I especially loved this part, which is basically asking Tesla to tell the NHTSA what happened in the accidents and why the owners were able to walk away unharmed: “Describe in detail all possible consequences to the vehicle from an impact to the subject component that damages the battery. Describe in detail how these possible consequences were addressed in the design of the (Model S) and the limits of that design to prevent damage to the propulsion battery, stalling and fires.”
    Dec 3, 2013. 11:51 AM | 2 Likes Like |Link to Comment
  • Understanding Tesla's Life Threatening Battery Decisions  [View article]
    Entirely typical of you, sir, to try and downplay the findings of the highly reputed KBA, rather than accepting at face value. While the events of the Model S were not in Germany, the KBA most definitely has the power to start and perform investigations, as well as to issue recalls. Their stamp of approval may mean nothing to you, but you're not the only one on this planet. This is an excellent bit of news for Tesla, particularly moving forward in the German and surrounding European market.
    Dec 3, 2013. 10:08 AM | 1 Like Like |Link to Comment
  • Understanding Tesla's Life Threatening Battery Decisions  [View article]
    "The Porshe was not stock so yes, it does matter."

    Was not stock? Says who? So far *they* can't even decide what happened. Reports from street racing, to not street racing, to mechanical failure, to God pointed his finger and said, 'that's all folks, time's up'. Indeed, there's not even been an 'official' report of identification from authorities. But *you* know the car was not
    Dec 3, 2013. 08:27 AM | 2 Likes Like |Link to Comment
  • Tesla's New Battery Supply Contract - Trick Or Treat?  [View article]
    Mr. Harmon, just pretend I'm like BPC and I 'take issue' without having a reason or motive.
    Dec 2, 2013. 04:12 PM | 1 Like Like |Link to Comment