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GaltMachine

GaltMachine
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  • Tesla's Battery: No Thanks [View article]
    zorrow,

    "Maybe people (and some companies) will just pay more"

    True but that's not the issue that matters when it comes to TSLA the stock. The size of the addressable market is what matters and the market you describe has a much smaller revenue potential than the company has described in its kickoff.
    May 2, 2015. 12:09 PM | 1 Like Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    ken,

    How dare you make so much sense?
    May 2, 2015. 11:12 AM | 5 Likes Like |Link to Comment
  • Net Metering Leaves Tesla Home Battery Storing A Lot Of Hype [View article]
    Vulpine,

    "By the way, a mere $3500 is NOT a "once in a lifetime vacation" unless you're already living in the poor house."

    Setting aside the rudeness of your comment, that's because it doesn't cost $3500. At the very least it is about $7k for 1 Powerwall unit with inverter and install and then you have to add the solar panels as well. One of those units won't run a house like mine.

    More like $30,000 for the batteries alone plus the additional cost of the solar panels for a house like mine. That ain't worth it!

    Like I said there are better ways to spend money including on improving the energy efficiency of my home that will give me more pleasure and far greater ROI.

    Good luck with your decision!
    May 2, 2015. 10:44 AM | 3 Likes Like |Link to Comment
  • FP: Keystone or not, Canada’s heavy oil will find its way to the Texas coast [View news story]
    Canadian oil = "Ethical Oil"

    Middle East, Venezuelan,etc. is like "conflict diamond" oil.

    I wish I could remember the name of the analyst who came up with this idea - it's brilliant.
    May 2, 2015. 09:14 AM | 9 Likes Like |Link to Comment
  • Net Metering Leaves Tesla Home Battery Storing A Lot Of Hype [View article]
    jMint,

    This was a quote from a Forbes article on the subject today:

    http://onforb.es/1EIPfHC
    "Musk said Tesla’s 7 kwh capacity battery would cost $3,000, while the 10 kwh capacity one would be $3,500. (That doesn’t include the cost of an AC-DC inverter – about $4,000 — plus professional installation.)"
    May 1, 2015. 03:35 PM | 3 Likes Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    numerz,

    Thanks!

    So why would anyone pay attention to non-GAAP numbers on revenue?

    It just sounds fishy to me but I guess that's the point.

    I don't have a problem with the non-GAAP approach to earnings as long as the GAAP reconciliation is provided. The fact that someone as knowledgeable as you on the subject can't give me a straight answer on this revenue question should give pause (paws) to everyone ;)
    May 1, 2015. 03:29 PM | 1 Like Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    Stephen,

    That doesn't answer the question I asked.

    Also, you could make the very reasonable assumption that the CPO program will cannibalize new Model S sales as well, especially given how good the warranty is, but that's a separate question.
    May 1, 2015. 03:22 PM | 6 Likes Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    Million,

    Not sure about the truth in advertising aspect of this car but Holy Crap! that thing is awesome.

    Interesting company to be on the lookout for if it proves to be real. That's the kind of innovation I could get behind.
    May 1, 2015. 03:19 PM | 1 Like Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    Now that Tesla has officially launched their CPO program, are these cars considered "Inventory"?

    If not, what are they?
    May 1, 2015. 02:52 PM | Likes Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    Pardon my ignorance on this subject but how is it possible to have non-GAAP REVENUE that is higher than GAAP Revenue?

    I get how you do it for earnings but I always thought revenue was revenue.

    Thanks!
    May 1, 2015. 02:50 PM | 4 Likes Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    Logical,

    What do you think the chances are of a LNKD style sell-off post earnings?

    This stock has not acted well in the last two days especially given how much short interest has grown over the past month. Seems like the pattern of sell-off after the news is continuing for this stock.
    May 1, 2015. 02:48 PM | 4 Likes Like |Link to Comment
  • Net Metering Leaves Tesla Home Battery Storing A Lot Of Hype [View article]
    shorelas,

    Read the quote, it is from Elon talking about Tesla not what you are describing.

    I stand by my comment :)
    May 1, 2015. 02:34 PM | 2 Likes Like |Link to Comment
  • Net Metering Leaves Tesla Home Battery Storing A Lot Of Hype [View article]
    Navy,

    "Would take a few months (not years) to pay for itself."

    I would be interested in seeing the math behind this statement. I have seen nothing anywhere that suggests this is even remotely possible. If it was that would be a "gamechanger".

    Please explain.

    Thanks!
    May 1, 2015. 02:32 PM | 12 Likes Like |Link to Comment
  • Net Metering Leaves Tesla Home Battery Storing A Lot Of Hype [View article]
    I see a real potential for a LNKD type sell off post earnings based upon the way this is playing out.

    With so many shorts out there you would have expected this announcement to have caused a major squeeze and yet it didn't happen (so far that is, you just never know with this stock!)
    May 1, 2015. 02:27 PM | 2 Likes Like |Link to Comment
  • Tesla Energy launches with a charge [View news story]
    Pot pie,

    He's too much of an egomaniac to allow someone else to outshine him even if it would be the best course of action.
    May 1, 2015. 02:25 PM | 3 Likes Like |Link to Comment
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