Sharif Galal's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/2471871/comments http://seekingalpha.com/article/1448271/comments?source=feed#comment-19046311 19046311
I'm all for TSLA and the longs that have latched on to the company and are keeping it at all time phenomenal highs but fear they get quite the shock when if thing tarnishes the sterling reputation of the Model S or if reality sets in of the market cap being a nonsensical ]]> Mon, 20 May 2013 17:43:09 -0400
I'm all for TSLA and the longs that have latched on to the company and are keeping it at all time phenomenal highs but fear they get quite the shock when if thing tarnishes the sterling reputation of the Model S or if reality sets in of the market cap being a nonsensical ]]> http://seekingalpha.com/currents/post/1032061?source=feed#comment-18938571 18938571
Not to convincing]]> Fri, 17 May 2013 09:08:07 -0400
Not to convincing]]> http://seekingalpha.com/article/1442231/comments?source=feed#comment-18938231 18938231
There does indeed seem to be a lot of noise coming from different countries regarding the taxes that big companies like those you've mentioned in your article. You've raised a great point. This should definitely be an area for investors owning shares to keep an eye on. Tax havens have come under increasing scrutiny recently and it will be interesting to watch this develop.]]> Fri, 17 May 2013 09:03:39 -0400
There does indeed seem to be a lot of noise coming from different countries regarding the taxes that big companies like those you've mentioned in your article. You've raised a great point. This should definitely be an area for investors owning shares to keep an eye on. Tax havens have come under increasing scrutiny recently and it will be interesting to watch this develop.]]> http://seekingalpha.com/article/1443191/comments?source=feed#comment-18937331 18937331
I enjoyed reading your article and opinion. I liked the "Lesson learned 1 and 2" style concluding statements. I believe you've made a good point about the Elon having raised additional funds though he said he does not see it in the near future - less a risk present itself and an action be necessary. Though it EXTREMELY plausible that Elon Musk did not cast a thought in the direction of a fund raising, the move was a good one for the company given the stock price. I'd be more ready to believe that he had it in his head that if the stock were to squeeze as much as it had then he would begin "thinking" - actually executing a fundraiser. I don't believe the thought never crossed his mind.
Either way as time has shown the enormous support for this company and it's CEO is and will continue to be the driving force of the stock price, which is not a bad thing, just hard to read and understand - AND assign a number.

Thank You for your clear, short, well written article :)]]> Fri, 17 May 2013 08:48:18 -0400
I enjoyed reading your article and opinion. I liked the "Lesson learned 1 and 2" style concluding statements. I believe you've made a good point about the Elon having raised additional funds though he said he does not see it in the near future - less a risk present itself and an action be necessary. Though it EXTREMELY plausible that Elon Musk did not cast a thought in the direction of a fund raising, the move was a good one for the company given the stock price. I'd be more ready to believe that he had it in his head that if the stock were to squeeze as much as it had then he would begin "thinking" - actually executing a fundraiser. I don't believe the thought never crossed his mind.
Either way as time has shown the enormous support for this company and it's CEO is and will continue to be the driving force of the stock price, which is not a bad thing, just hard to read and understand - AND assign a number.

Thank You for your clear, short, well written article :)]]> http://seekingalpha.com/article/1443191/comments?source=feed#comment-18936751 18936751
"So if we were to do a round, it would be for the reasons that you mentioned which is to ensure that if there was some unexpected supply interruption, some sort of risk event, but should potentially protect against a portion of your event that there could be some merit to doing a round"

This should concern disciplined investors for it is possible that there is a need for these funds due to some unexpected supply interruption or risk event. If so, hopefully the new funds will allow management to solve them before the next earnings call for the sake of everyone who jumped in at 92 bucks a share.]]> Fri, 17 May 2013 08:36:29 -0400
"So if we were to do a round, it would be for the reasons that you mentioned which is to ensure that if there was some unexpected supply interruption, some sort of risk event, but should potentially protect against a portion of your event that there could be some merit to doing a round"

This should concern disciplined investors for it is possible that there is a need for these funds due to some unexpected supply interruption or risk event. If so, hopefully the new funds will allow management to solve them before the next earnings call for the sake of everyone who jumped in at 92 bucks a share.]]> http://seekingalpha.com/article/1443191/comments?source=feed#comment-18936371 18936371
Actually author George Kesarios has very kindly shared with us his opinion about a TRUTHFUL event that occurred. Elon said a week before that he was not considering raising funds then in a very short period of time, decided to raise funds. This is not rubbish but a good point. I hope this company makes it past this tumultuous and very speculative period to become a shining example of what a great American company may achieve. Until then time will tell.

FYI
I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.]]> Fri, 17 May 2013 08:28:13 -0400
Actually author George Kesarios has very kindly shared with us his opinion about a TRUTHFUL event that occurred. Elon said a week before that he was not considering raising funds then in a very short period of time, decided to raise funds. This is not rubbish but a good point. I hope this company makes it past this tumultuous and very speculative period to become a shining example of what a great American company may achieve. Until then time will tell.

FYI
I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.]]> http://seekingalpha.com/currents/post/1026801?source=feed#comment-18849891 18849891 Wed, 15 May 2013 10:56:16 -0400 http://seekingalpha.com/article/1417611/comments?source=feed#comment-18612971 18612971
I am long Tesla, for now, and as no surprise I don't think it's particularly fair to warrant the ZEV credits as "sea foam". Now I do understand that it's very easy to say my claim is one of a Tesla fan boy but hold on, hear me out. The ZEV credits are fact. Yes Tesla does not manufacture "ZEV" credits but they are indeed a sort of byproduct that comes with building and selling the electric car and as such they warrant respect as income generating.

I do agree with your sea foam approach and love the illustrative table but the ZEV credits which make a 71% of the foam are real profits. The ecosystem in which Tesla operates has allowed it to be profitable through selling of these credits that come with selling of the car. So, yes this exact scenario cannot be expected to reoccur. The guidance towards 25% gross margin was reaffirmed in the shareholder letter and it should be interesting to see how sales play out next quarter.]]> Thu, 09 May 2013 04:52:07 -0400
I am long Tesla, for now, and as no surprise I don't think it's particularly fair to warrant the ZEV credits as "sea foam". Now I do understand that it's very easy to say my claim is one of a Tesla fan boy but hold on, hear me out. The ZEV credits are fact. Yes Tesla does not manufacture "ZEV" credits but they are indeed a sort of byproduct that comes with building and selling the electric car and as such they warrant respect as income generating.

I do agree with your sea foam approach and love the illustrative table but the ZEV credits which make a 71% of the foam are real profits. The ecosystem in which Tesla operates has allowed it to be profitable through selling of these credits that come with selling of the car. So, yes this exact scenario cannot be expected to reoccur. The guidance towards 25% gross margin was reaffirmed in the shareholder letter and it should be interesting to see how sales play out next quarter.]]> http://seekingalpha.com/article/1416891/comments?source=feed#comment-18612451 18612451 Thu, 09 May 2013 03:51:00 -0400 http://seekingalpha.com/article/1360391/comments?source=feed#comment-17989651 17989651
http://bit.ly/Rq00Sr]]> Tue, 23 Apr 2013 14:16:10 -0400
http://bit.ly/Rq00Sr]]> http://seekingalpha.com/article/1360391/comments?source=feed#comment-17985191 17985191 Tue, 23 Apr 2013 12:52:57 -0400 http://seekingalpha.com/article/1360391/comments?source=feed#comment-17985031 17985031 Tue, 23 Apr 2013 12:49:48 -0400 http://seekingalpha.com/article/1360391/comments?source=feed#comment-17967931 17967931 Tue, 23 Apr 2013 06:12:41 -0400 http://seekingalpha.com/article/1346751/comments?source=feed#comment-17730821 17730821 "Forward Looking Guru"]]> Wed, 17 Apr 2013 09:27:35 -0400 "Forward Looking Guru"]]> http://seekingalpha.com/currents/post/919941?source=feed#comment-17111781 17111781
Something's up... We'll find out soon enough what.]]> Tue, 02 Apr 2013 10:50:14 -0400
Something's up... We'll find out soon enough what.]]> http://seekingalpha.com/article/1296541/comments?source=feed#comment-16702891 16702891 Sat, 23 Mar 2013 13:38:01 -0400 http://seekingalpha.com/article/1254281/comments?source=feed#comment-15964231 15964231 Thu, 07 Mar 2013 04:38:18 -0500 http://seekingalpha.com/article/1221841/comments?source=feed#comment-15530451 15530451 Tue, 26 Feb 2013 12:34:56 -0500 http://seekingalpha.com/article/1221841/comments?source=feed#comment-15492991 15492991
Remember Microsoft's bid for Yahoo? ]]> Mon, 25 Feb 2013 17:00:30 -0500
Remember Microsoft's bid for Yahoo? ]]> http://seekingalpha.com/article/1216601/comments?source=feed#comment-15367041 15367041 Fri, 22 Feb 2013 10:31:24 -0500 http://seekingalpha.com/currents/post/839971?source=feed#comment-15278041 15278041 http://bit.ly/WaZPO7

"Converting these reservations to firm, non-refundable orders increased cancellations, as expected. After deliveries and
cancellations, our net reservations at year end, were over
15,000, up from about 13,000 at the end of Q3. New
reservations continue at a steady, although slower pace in
Q1 2013, as compared to December, due in part to the pull
ahead of reservations into Q4 by customers seeking to
avoid the price increase. Q1 cancellations are likely to
remain elevated as the remaining older reservation holders
are invited to configure their vehicles within a set time frame
or pay the higher price just like new reservation holders.]]> Wed, 20 Feb 2013 17:17:12 -0500 http://bit.ly/WaZPO7

"Converting these reservations to firm, non-refundable orders increased cancellations, as expected. After deliveries and
cancellations, our net reservations at year end, were over
15,000, up from about 13,000 at the end of Q3. New
reservations continue at a steady, although slower pace in
Q1 2013, as compared to December, due in part to the pull
ahead of reservations into Q4 by customers seeking to
avoid the price increase. Q1 cancellations are likely to
remain elevated as the remaining older reservation holders
are invited to configure their vehicles within a set time frame
or pay the higher price just like new reservation holders.]]> http://seekingalpha.com/currents/post/839841?source=feed#comment-15276261 15276261 http://bit.ly/155NgcH]]> Wed, 20 Feb 2013 16:54:04 -0500 http://bit.ly/155NgcH]]> http://seekingalpha.com/currents/post/839021?source=feed#comment-15264051 15264051 Wed, 20 Feb 2013 13:17:05 -0500 http://seekingalpha.com/currents/post/834101?source=feed#comment-15243031 15243031
"In addition, Mr. Broder left himself open to valid criticism by taking what seem to be casual and imprecise notes along the journey, unaware that his every move was being monitored. A little red notebook in the front seat is no match for digitally recorded driving logs, which Mr. Musk has used, in the most damaging (and sometimes quite misleading) ways possible, as he defended his vehicle’s reputation."

The sentence you have chosen does not back Mr. Musk's claims. Nor does the paragraph give any strong feeling of Margaret Sullivan "siding" with Elon Musk, but when you read the title of the article,

"Problems With Precision and Judgment, but Not Integrity, in Tesla Test"

and read the various other paragraphs brought to light by the comment above by Oz_Rob, I think the overall gist of the article clearly shows Margaret believes that John M. Broder could have exercised better judgement - in general. ]]> Wed, 20 Feb 2013 06:13:07 -0500
"In addition, Mr. Broder left himself open to valid criticism by taking what seem to be casual and imprecise notes along the journey, unaware that his every move was being monitored. A little red notebook in the front seat is no match for digitally recorded driving logs, which Mr. Musk has used, in the most damaging (and sometimes quite misleading) ways possible, as he defended his vehicle’s reputation."

The sentence you have chosen does not back Mr. Musk's claims. Nor does the paragraph give any strong feeling of Margaret Sullivan "siding" with Elon Musk, but when you read the title of the article,

"Problems With Precision and Judgment, but Not Integrity, in Tesla Test"

and read the various other paragraphs brought to light by the comment above by Oz_Rob, I think the overall gist of the article clearly shows Margaret believes that John M. Broder could have exercised better judgement - in general. ]]> http://seekingalpha.com/article/1187511/comments?source=feed#comment-15043491 15043491 I do not understand why you are including the battery pack in the cost of "fueling" the Tesla. When you buy a gasoline car are you calculating what Ford, GM, Chrysler charge you relative to the number of gallons the vehicle can carry? When comparing the two are you depreciating the cost of the fuel tank over 8 years as to be comparable to the Tesla Model S?

Forgive me if I seem confused or am missing the strong points of your comparison due to my lack of background comparable to your own Mr. Petersen. I am not on a side here, and notice that within the comments sections of your Tesla articles you recieve a lot of "heat". I seek to understand the numbers, and reasoning behind comparison. Is a comparison even possible? Do you not feel even though the Model S is a sedan built to transport people and their junk from point A to point B that maybe the company has actually revolutionized a few of the key concepts and that comparing this vehicle to gasoline vehicles is a bit of a stretch. Kind of like comparing the filament bulb to the gas charged incandescent lighting of today. They have different uses though their function is somewhat the same. ]]> Fri, 15 Feb 2013 11:58:56 -0500 I do not understand why you are including the battery pack in the cost of "fueling" the Tesla. When you buy a gasoline car are you calculating what Ford, GM, Chrysler charge you relative to the number of gallons the vehicle can carry? When comparing the two are you depreciating the cost of the fuel tank over 8 years as to be comparable to the Tesla Model S?

Forgive me if I seem confused or am missing the strong points of your comparison due to my lack of background comparable to your own Mr. Petersen. I am not on a side here, and notice that within the comments sections of your Tesla articles you recieve a lot of "heat". I seek to understand the numbers, and reasoning behind comparison. Is a comparison even possible? Do you not feel even though the Model S is a sedan built to transport people and their junk from point A to point B that maybe the company has actually revolutionized a few of the key concepts and that comparing this vehicle to gasoline vehicles is a bit of a stretch. Kind of like comparing the filament bulb to the gas charged incandescent lighting of today. They have different uses though their function is somewhat the same. ]]> http://seekingalpha.com/article/1187511/comments?source=feed#comment-15040611 15040611
link:
http://cnnmon.ie/12RiFRH]]> Fri, 15 Feb 2013 11:15:41 -0500
link:
http://cnnmon.ie/12RiFRH]]> http://seekingalpha.com/article/1187511/comments?source=feed#comment-15040281 15040281 Fri, 15 Feb 2013 11:12:15 -0500 http://seekingalpha.com/article/1187511/comments?source=feed#comment-15039101 15039101
How/What method did you employ when depreciating the cost of the 40Kwh battery? How did you determine the cost for the battery itself?

The $0.10 cost for recharging the battery of a model S is an average? How did you factor in the free charges that an owner may incur. Is the 10 cents an average "cost to the consumer of electricity required for the vehicle to run"? ]]> Fri, 15 Feb 2013 10:54:09 -0500
How/What method did you employ when depreciating the cost of the 40Kwh battery? How did you determine the cost for the battery itself?

The $0.10 cost for recharging the battery of a model S is an average? How did you factor in the free charges that an owner may incur. Is the 10 cents an average "cost to the consumer of electricity required for the vehicle to run"? ]]> http://seekingalpha.com/currents/post/824591?source=feed#comment-14936471 14936471 Wed, 13 Feb 2013 11:55:29 -0500 http://seekingalpha.com/article/1161061/comments?source=feed#comment-14664951 14664951 Wed, 06 Feb 2013 16:52:05 -0500