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GaltMachine

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  • 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
  • The secret weapon from Tesla Motors may have arrived [View news story]
    "I do have a secret weapon on the demand side that will probably start to deploy later this year for demand generation," teased Musk on a conference call.

    Give him credit for being awesome at delivering memorable soundbites but if the "pop-up" store is the secret weapon described then this is like having a pop-gun vs. a howitzer in the realm of weaponology ;)
    May 27, 2015. 10:51 AM | 10 Likes Like |Link to Comment
  • Volvo Makes An SUV Out Of The BMW i8 To Compete With Tesla [View article]
    Anton,

    From that review, this was interesting (not to mention how nice and stylish the interior looks):

    "Not only does that mean the 96 Li-Ion cells aren’t taking up luggage or third-row space, it also puts them into what’s effectively the safest spot in the car. “That are never gets deformed in any accident,” Lutz Stiegler, director of powertrain engineering at Volvo points out. The inherent safety of the positioning also allowed Volvo to keep the overall battery weight down, to 265 pounds."
    May 26, 2015. 01:35 PM | 1 Like Like |Link to Comment
  • Shell CEO backs climate change warnings as well as need to keep drilling [View news story]
    PVGo,

    Although directed at me I have no clue what you are trying to say.

    The quote above was in response to the question about historical C02 levels.

    The earth has "survived" levels far higher than the current levels which are low by historical standards so rest easy the earth is not going to die (although it may do its best to get rid of us over time).
    May 26, 2015. 11:07 AM | 3 Likes Like |Link to Comment
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