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GaltMachine

GaltMachine
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  • Bond ETFs prep in case of meltdown [View news story]
    Tack,

    Good point. Does this make them more or less volatile in a panic?
    May 13, 2015. 12:12 PM | 2 Likes Like |Link to Comment
  • Turns Out A Tesla Supercharger Costs 2 Or 3 Times What Elon Musk Said [View article]
    Tim,

    Beware!

    I was just a curious observer like you and after seeing the craziness around this stock I took a short position through puts (Jan 17, LEAPS). I am not sure I would ever just short this stock. I think options are the way to play this.

    The insanity, fan-boy, cult nature of this stock makes it so enticing to short for us logically minded, cold-blooded, reptilian, bean counter types but that doesn't mean it can't stay elevated and go higher for a lot longer.
    May 13, 2015. 11:37 AM | 9 Likes Like |Link to Comment
  • Retail sales continue to slow [View news story]
    y/y number less than 1% growth, factoring in inflation and the real sales are likely negative. I don't think that happens very often statistically.

    Awaiting Bbro's ex-gasoline retail metric.
    May 13, 2015. 10:02 AM | 1 Like Like |Link to Comment
  • Turns Out A Tesla Supercharger Costs 2 Or 3 Times What Elon Musk Said [View article]
    TES,

    "I agree that the institutional owners of Tesla are just not interested in selling anything until they see the Model X in the market. "

    Wouldn't that be cutting it awfully close? By that time they could have less than $500 million in the bank or 1 quarter of burn left.

    Can they really wait that long?
    May 12, 2015. 02:59 PM | 1 Like Like |Link to Comment
  • Turns Out A Tesla Supercharger Costs 2 Or 3 Times What Elon Musk Said [View article]
    Eric,

    "split any of its energy savings"

    and

    "The winery estimates"

    Combined with "The batteries were installed free of charge" (good pun by the way) means it cost them nothing to do this pilot. Not that there is anything wrong with that necessarily as a way of getting traction. I am just pointing out that to imply that Jackson did this at arm's length is not true.

    Would they have done it unless it was free?

    Who knows but it does help with the marketing.
    May 12, 2015. 02:54 PM | 2 Likes Like |Link to Comment
  • Tesla to adapt cars to China's charging standards [View news story]
    surfer,

    "If you know what the "rules" are, you can move forward. When every thing is "vague", you do not move into an unknown. That was what the problem was in China."

    Despite this moronic management oversight you still have faith in this company?

    Seriously how much market research do you need to answer the question: Where do I plug this in?

    The whole Chinese launch was a hype campaign to raise the last round of debt. This whole battery launch has about the same smell to it.

    That doesn't mean it won't be successful - Wallstreet is just salivating at the thought of all those underwriting fees and commissions.

    Knowing your personal investment in this stock I don't wish you ill and I hope we are wrong about this... but I don't think so.
    May 12, 2015. 02:49 PM | 3 Likes Like |Link to Comment
  • Tesla: Lower Q2 Expectations, Fall In Customer Deposits [View article]
    "It's going to take years for the current body style of the Model S to go "out of style"."

    Fashion is fickle. I give it another year or two. The more of these on the road the less exclusive they become - it has reverse viral effects.

    Personally I find the interior nice but not all that different from a Nissan Maxima's interior (a fine automobile at any price) with the exception of that hideous touch interface in the Tesla.

    Once again the cost of a redesign and retool is totally ignored in the CAPEX for this stock. It will happen, just a question of when. 4 years from launch is about par for most car companies.
    May 12, 2015. 02:44 PM | 2 Likes Like |Link to Comment
  • Turns Out A Tesla Supercharger Costs 2 Or 3 Times What Elon Musk Said [View article]
    Gebby,

    " Ask the Jackson family how much they saved using TSLA batteries"

    If they gave it for free for everyone I have no doubt I would save money as well.

    What's the ROI on free?

    http://bit.ly/1cOlElT
    Tesla batteries pair well with wine-making
    By Claudia Assis

    Published: May 11, 2015 4:24 p.m. ET

    "The batteries would be installed free of charge, and the winery agreed to keep it all confidential until Tesla was ready to announce the new product."
    May 12, 2015. 12:57 PM | 10 Likes Like |Link to Comment
  • Turns Out A Tesla Supercharger Costs 2 Or 3 Times What Elon Musk Said [View article]
    It's obvious at this point, that the Investment Banks are working with the company to drive up the price of the stock to support the next equity or convertible debt offering. You have to give them credit for being so adept at the pump and eventually, the inevitable dump, but not until the potential for underwriting fees is fully exhausted.

    Pulling a rabbit out of the hat is par for the course for this company. Dilution notwithstanding raising a further $2 billion of cash would have interesting implications for those of us short the stock.

    Elon's true genius is as a manager of the stock. I ruefully give him credit for that.
    May 12, 2015. 12:46 PM | 4 Likes Like |Link to Comment
  • Turns Out A Tesla Supercharger Costs 2 Or 3 Times What Elon Musk Said [View article]
    coughlin,

    That was hilarious.

    However, never underestimate Elon's genius as you may, or may not know, he managed to cure baldness.
    May 12, 2015. 12:41 PM | 5 Likes Like |Link to Comment
  • Tesla to adapt cars to China's charging standards [View news story]
    Davewmart,

    Even funnier and straight from the Bloomberg article:

    "China hasn’t given a timetable on introducing its electric-vehicle charging standards."
    May 12, 2015. 11:17 AM | 4 Likes Like |Link to Comment
  • Tesla to adapt cars to China's charging standards [View news story]
    "a challenge exacerbated by the incompatibility of Tesla's vehicles to the charging facilities built by China's State Grid"

    How come the Genius didn't know this before he started selling cars in China?

    Doesn't TSLA do any market research/testing?

    This is "Marketing 101" ("2025" for the Tesla believers).
    May 12, 2015. 09:37 AM | 4 Likes Like |Link to Comment
  • Tesla: Pressure Increases For Big Second Half [View article]
    Gordonr,

    I did not write that - the author did.

    That was my key takeaway. You need to do some reading on the basic math of finance and accounting before making comments like this.
    May 11, 2015. 04:22 PM | 1 Like Like |Link to Comment
  • Tesla's Amazing Powerwall Reservations [View article]
    ursf,

    "Nobody claims that these reservations = sales."

    From Bloomberg:
    http://bloom.bg/1IXb5Jj
    "Tesla's Battery Grabbed $800 Million in Its First Week
    We did the math on the early reservations for Elon Musk's new batteries"
    May 11, 2015. 12:50 PM | 15 Likes Like |Link to Comment
  • Tesla's Amazing Powerwall Reservations [View article]
    surfer,

    http://bit.ly/S99OoL
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    May 11, 2015. 12:47 PM | 9 Likes Like |Link to Comment
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