Seeking Alpha

Tricky

Tricky
Send Message
View as an RSS Feed
View Tricky's Comments BY TICKER:
Latest  |  Highest rated
  • Tesla - 20 Key Risks That Longs Are Ignoring [View article]
    Valid point -- I should have qualified "the economics are clearly there" with "on paper"
    Apr 11 05:31 PM | Likes Like |Link to Comment
  • Tesla - 20 Key Risks That Longs Are Ignoring [View article]
    Tell me more about this H2 grid that is going to get built out.

    Press releases aside, the natgas truckers are having a very difficult time getting a network built out, and the economics are clearly there... for the truckers. But they are facing big resistance getting the private sector to pony up for the very large cost to build the stations, because they don't want to suffer thru the early days w/ little demand. And this is with very established long haul trucking corridors (e.g., "Texas triangle" of Dallas-Houston-San Antonio).
    Apr 11 03:33 PM | Likes Like |Link to Comment
  • Tesla - 20 Key Risks That Longs Are Ignoring [View article]
    Yes, it's a coincidence.
    Apr 11 03:08 PM | 1 Like Like |Link to Comment
  • Doctors group criticizes EPA's lack of disclosure in its experiments [View news story]
    Did you read your own link? I'm not disputing that it happened. I'm replying that it appears to have happened across multiple administrations. So there's nothing er "uniquely totalitarian" about the Obama Administration in this particular regard. So why only call out Obama?

    "Even worse, the EPA has openly admitted, in a now-public document detailing these bizarre medical experiments on humans, that it conducted these human experiments for the last decade:

    Over the last 10 years, the EPA has conducted 13 human exposure studies using CAPS and four studies using diesel exhaust."
    Apr 11 02:14 PM | Likes Like |Link to Comment
  • Tesla - 20 Key Risks That Longs Are Ignoring [View article]
    I don't necessarily disagree. The best pieces I've ever read on the overall topic conclude that grid-tied electrical transport is the best way to address it, on a large-scale. But I guess that would be too "Socialist" for many.
    Apr 11 02:11 PM | Likes Like |Link to Comment
  • Doctors group criticizes EPA's lack of disclosure in its experiments [View news story]
    I'm a centrist who seeks to be intellectually honest. I was going off the Current. I had never heard of the Daily Caller. Based upon an open-minded perusal just now, sorry, I can't take that source seriously (anymore than I'd take MSNBC seriously as a source). I tried Googling this, but just keep coming up with this Seeking Alpha current, the AAPS press release (which doesn't specify the timeline), and EPA (which I'm going to dismiss as non-objective on the matter).
    Apr 11 01:19 PM | Likes Like |Link to Comment
  • Doctors group criticizes EPA's lack of disclosure in its experiments [View news story]
    Well... since the doctors are citing that this practice has been in place for the last 10 years, it would appear that the Obama Administration is not the only one doing it.

    You might have had a good rant if you had generalized it to "the government".
    Apr 11 12:34 PM | Likes Like |Link to Comment
  • Tesla - 20 Key Risks That Longs Are Ignoring [View article]
    I have stated where I disagree with the author's premises. This is an area where I am more sympathetic. While some have stated that 500k cars/yr is only a small fraction of the worldwide sales of autos (~83m units), that is not the right way to look at it. 500k cars/yr would make the Gen III the 2nd best selling car in the US. So it has to have very broad appeal and be able to service a very broad market -- including lots of people who don't have an ability to charge at their residence, for one reason or another.

    I'm not saying this is an impossible thing to overcome, but it's not straightforward either. For instance, in some markets, a local utility has the monopoly on selling electricity and retailers just can't elect to get into the charging business. Also, so far, by itself, charging hasn't proved to be all that lucrative (I know of research institutes who have done private studies for utilities -- the economics are "meh"), so it will rely on someone being willing to subsidize that cost for one reason or another.
    Apr 11 12:11 PM | 2 Likes Like |Link to Comment
  • Tesla - 20 Key Risks That Longs Are Ignoring [View article]
    From that article: "researchers warn it will be at least a decade before US ships are able to produce their own fuel on board."

    The Navy is going to be willing to pay a higher cost to produce onboard than us landlubber civilians will be willing to buy it at. This is several decades away from being economically viable for large-scale usage for civilian purposes.
    Apr 11 10:23 AM | Likes Like |Link to Comment
  • Tesla - 20 Key Risks That Longs Are Ignoring [View article]
    Indeed. Furthermore, these autocratic OPEC countries and Russia need a price that is higher than just pure production costs, in order to continue funding programs that "keep the internal peace" (e.g., subsidies, social welfare programs). I doubt we'll even see $60/bbl oil ever again, some analysts would put that at $80.
    Apr 11 09:44 AM | 1 Like Like |Link to Comment
  • Tesla - 20 Key Risks That Longs Are Ignoring [View article]
    @Goldenboy,

    Indeed. I am no Teslamaniac. But I have to chuckle when someone cites building a charging network for electricity (something with an existing baseline grid that already delivers to practically every "structure" in the developed world) as a massive challenge to EV's, but somehow a H2 or natgas network is going to magically spring up?
    Apr 11 09:36 AM | 2 Likes Like |Link to Comment
  • Will food companies sweat organic push from Bentonville? [View news story]
    Fair point on WFM being competitive on prices for "staples".

    For other stuff (e.g., container of cookies from the bakery), they can be downright silly expensive.
    Apr 10 10:57 AM | 3 Likes Like |Link to Comment
  • Will food companies sweat organic push from Bentonville? [View news story]
    Good morning wam350,

    I'm a little bit skeptical they'll be able to do much traffic poaching. Whole Foods (while carrying some ridiculous prices, especially on bakery items) does provide a "lifestyle" that their clientele finds attractive. Also, they provide a pleasant atmosphere, food variety and food quality for eat-in or take-out that Walmart won't even try to match.

    But there might be some "picking off" for households that already shop in both places -- maybe those people will buy some of the organic staples (dairy, basic produce) while they're at Walmart.

    We shall see. Cheers.
    Apr 10 09:34 AM | 3 Likes Like |Link to Comment
  • Will food companies sweat organic push from Bentonville? [View news story]
    This isn't Walmart's first foray into organic food. The first was quietly dumped because their clientele wouldn't buy the (premium priced) food. But maybe if the prices are more competitive with "conventional" food, the product will move.
    Apr 10 09:07 AM | 2 Likes Like |Link to Comment
  • Facebook buying VR headset maker Oculus for up to $2.3B [View news story]
    Yep, time to un-follow.
    Apr 5 11:06 AM | 1 Like Like |Link to Comment
COMMENTS STATS
1,583 Comments
2,962 Likes