Seeking Alpha

GaltMachine

GaltMachine
Send Message
View as an RSS Feed
View GaltMachine's Comments BY TICKER:
Latest  |  Highest rated
  • Did Tesla Model S Backlog Fall By Half In The First Quarter? [View article]
    Interesting pattern in trading volumes lately - very thin and price is in a tight range.

    It seems like the stock is being managed at this price in order to establish a 30 day average price for the convertible note conversion price that I expect will be forthcoming shortly.

    They need the stock at a higher price so that it doesn't get hit hard when the conversion price is announced. Heck who knows maybe it goes up when the iceberg is avoided in the short run.
    Jun 4, 2015. 01:33 PM | 3 Likes Like |Link to Comment
  • One Last Pop Before We Drop? [View article]
    contrarian,

    You know who is like an itch you can't scratch - you can ignore it but it will always reassert itself ;)

    This is what happens to you when you engage in the sacrilege of questioning the TSLA. I am not even sure if exorcism is an option for you.
    Jun 2, 2015. 04:44 PM | 1 Like Like |Link to Comment
  • Avoid Shorting Tesla [View article]
    contrarian,

    I got sucked into being short on this stock precisely because of the type of back and forth communication you are having right now.

    I began as a lurker and then became incredulous as I saw such blind devotion to the idea that the valuation and all the stuff that has been raised by bearish individuals on the stock is always discounted as some type of oil company conspiracy, fear of the future, not embracing change, being brainwashed by the fossil fuel industry, the cabal of ICE car companies that are conspiring to prevent change, GM crushing their EV1's, etc.

    As you are discovering it can continue on ad-infinitum especially with some of the people you are currently conversing with.

    Being short the stock (Put Options) in my case was never a commentary on the car (which I think is a pretty phenomenal piece of engineering) but rather a commentary on the absurdity surrounding the cult of personality of Elon (Iron Man/Tony Stark) and the inability of those same followers to believe in the eventual power of financial gravity :)

    You've been warned :)
    Jun 2, 2015. 03:34 PM | 2 Likes Like |Link to Comment
  • Debate stirred up over government incentives for Tesla Motors [View news story]
    Runiter,

    "There's some conspiracy theory hinted by Musk on the involvement of oil & gas interests in the anti-Tesla push and the incentives paid to other automakers with fewer questions raised."

    This is hilarious. For years you TSLA philes have been accusing anyone who speaks against the company as being a tin-foil hat wearing conspiracy believer but apparently the chief hat-wearer is no less than the CEO of the Company - Elon!

    I just can't believe how laugh out loud funny this is.
    Jun 1, 2015. 04:02 PM | 23 Likes Like |Link to Comment
  • Personal Income and Outlays [View news story]
    Explains why GDI is stronger than GDP at this point. I think I would more reliance on GDI as being right but it is still pretty weak growth.
    Jun 1, 2015. 08:43 AM | Likes Like |Link to Comment
  • Avoid Shorting Tesla [View article]
    pvgo,

    All I did was post the article and the opening few paragraphs. Elon is considered a Los Angeles Icon so I was really surprised by this article. I was expecting the usual hero worshiping, great-man/super genius write-up so this was somewhat notable. If indeed public perception changes and affects the legislators (who we all know are wind-vanes), this could be problematic for TSLA the company.

    Don't shoot the messenger in my case ;)
    May 31, 2015. 09:05 PM | 8 Likes Like |Link to Comment
  • Avoid Shorting Tesla [View article]
    The LATimes had a really vicious (and truthful) attack on TSLA and Elon today:

    "Elon Musk's growing empire is fueled by $4.9 billion in government subsidies"

    http://tinyurl.com/o93...
    os Angeles entrepreneur Elon Musk has built a multibillion-dollar fortune running companies that make electric cars, sell solar panels and launch rockets into space.

    And he's built those companies with the help of billions in government subsidies.

    Tesla Motors Inc., SolarCity Corp. and Space Exploration Technologies Corp., known as SpaceX, together have benefited from an estimated $4.9 billion in government support, according to data compiled by The Times. The figure underscores a common theme running through his emerging empire: a public-private financing model underpinning long-shot start-ups.

    "He definitely goes where there is government money," said Dan Dolev, an analyst at Jefferies Equity Research. "That's a great strategy, but the government will cut you off one day."
    May 31, 2015. 12:55 PM | 35 Likes Like |Link to Comment
  • Q1 Corporate Profits (Preliminary) [View news story]
    And we are at all time highs in the market!

    Fascinating times.
    May 29, 2015. 09:12 AM | Likes Like |Link to Comment
  • Yields fall after U.S. and Canadian economies contract in Q1 [View news story]
    "U.S. corporate profits in Q1 fell 5.9%, the largest quarterly decline since 2008."

    And yet we are at all-time highs in the market!
    May 29, 2015. 09:11 AM | 3 Likes Like |Link to Comment
  • BuzzFeed plans IPO following massive growth [View news story]
    This sounds promising and not really that overvalued by today's bubblicious standards. I recently discovered it and now read it every day.
    May 28, 2015. 12:31 PM | 2 Likes Like |Link to Comment
  • Shell CEO backs climate change warnings as well as need to keep drilling [View news story]
    "only 7% of CO2 produced each year comes from humans!"
    May 28, 2015. 12:25 PM | 1 Like Like |Link to Comment
  • The secret weapon from Tesla Motors may have arrived [View news story]
    Peter,

    "So a luxury carmaker should never use a mobile store?"

    No, didn't say that.

    You can set up all the strawmen you want but it doesn't change the fact that the first time perception of the brand will be established by these econo-box, plastic looking, diners with cars in them. For people who are unfamiliar with Tesla which probably is one heck of a large number of people despite the fact that no company I know of has had this much free publicity and push marketing so it is doubly important that the first impression be the right impression - AAPL understands this and everyone knows who they are.

    I think I was pretty clear and I do want to reach you so let me be as clear as I can. Porsche & BMW probably have near universal brand awareness and well defined brands among their target markets. Nothing they do from a marketing standpoint is likely to change these established perceptions in the minds of the potential buyers of their cars.

    TSLA does not have a well-defined brand identity yet, so it needs to be sure that everything it does conveys the image and brand that it is aspiring to create.

    In short, Boca Raton store - thumbs up, very good experience!

    Pop-up store - thumbs down, cartoon like experience.

    Pop-up sounds just like the word - temporary and without substance - are not good brand positioning statements for an aspirational luxury product.

    However, as you note we are overstating this given how small its impact will be so if this is the "secret-weapon" Elon is referring to that says more than anything about where this company is going in any event.

    Good luck!
    May 27, 2015. 10:25 PM | 2 Likes Like |Link to Comment
  • The secret weapon from Tesla Motors may have arrived [View news story]
    Peter,

    How about you "Show us evidence that the mobile stores are" working?

    For early adopters and believers and the people like you it does but for the luxury buyer of which I am one, no way.

    For the record, the Boca Raton store is in one of the toniest malls in the city and it does look actually quite nicely designed meriting the luxury branding. That's what a store should look like - it brings potential buyers in. I found it impressive and visually interesting and right across from the Apple Store you couldn't pick a better location.

    That pop-up on the other hand screams cheap and I am sorry if you can't see it.

    I stand by the Brand Image Positioning concept which is paramount in creating a brand promise for a potential buyer and the public.

    This is Marketing 101!
    May 27, 2015. 04:13 PM | 8 Likes Like |Link to Comment
  • Southern Co. in agreement with Tesla to test battery storage, CEO says [View news story]
    "During the meeting, Fanning announced that Southern Company has reached an agreement with Tesla to test commercial-scale battery storage. Bringing together two companies with a shared commitment to innovation, the agreement will provide for the examination of potential applications for the energy storage technology in helping meet customers' energy needs."

    What's the revenue impact of "the examination of potential applications for the energy storage technology"?

    Sounds vaguely like the weasel words you would hear in an infomercial. Good for PR purposes which is basically all we are hearing from TSLA these days.
    May 27, 2015. 04:09 PM | 16 Likes Like |Link to Comment
  • The secret weapon from Tesla Motors may have arrived [View news story]
    Out,

    I didn't get your hilarious point until I clicked on the link:

    http://bit.ly/1BpyCMc

    Nothing screams luxury and prestige like a tear-down plasticky looking hot-box!

    Might work for a Kia but a $100k car? Not so much. They should stick with tradeshows.

    You just may have caused some of the Teslaphiles to give you a thumbs up. Now that's truly sooper genius.

    http://bit.ly/1BpyCMg
    May 27, 2015. 03:17 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
1,531 Comments
2,880 Likes