Seeking Alpha

GaltMachine

GaltMachine
Send Message
View as an RSS Feed
View GaltMachine's Comments BY TICKER:
Latest  |  Highest rated
  • Tesla's Amazing Powerwall Reservations [View article]
    surfer,

    http://bit.ly/S99OoL
    "Why moderation and oversight?

    People say one should never discuss money, politics or religion. Seeking Alpha focuses on the first of these delicate topics.

    Passionate discussions are always welcome on the site, but we expect that user posts should be genuine, helpful responses and that users should behave with—and be able to expect—high ethical and intellectual standards from other users. So we will delete posts that we believe detract from civilized conversation and repeat offenders may have their posting privileges revoked. Such material includes:

    obscenities or abusive language about another user or the topic under discussion
    personal attacks on another user or a contributor
    allegations of bad faith against another user or a contributor
    blanket dismissal of someone else’s ideas
    content that is not directly related to the context (on an article, this includes discussion of the author’s track record or credentials)
    promotion of your own business or website
    unclear or distracting formatting"
    May 11, 2015. 12:47 PM | 9 Likes Like |Link to Comment
  • History rhymes: The China tech boom [View news story]
    Amazingly, as a Dot-commer in the first bubble, I knew we were in trouble when a Vancouver Stock Exchange listed junior miner added ".com" to its name in late 1999 and saw its market cap explode as a result.

    I can't see how this ends well.
    May 11, 2015. 10:49 AM | 1 Like Like |Link to Comment
  • Tesla: Pressure Increases For Big Second Half [View article]
    "Despite Tesla really increasing its revenues, the profitability angle still is a big question. Don't forget, these are non-GAAP numbers as the company is losing hundreds of millions on a GAAP basis. The average non-GAAP EPS forecast is down by almost 98% in the past year plus a few days."
    May 11, 2015. 09:45 AM | 1 Like Like |Link to Comment
  • The Powerwall's Implication On The Electric Utility Industry [View article]
    http://bit.ly/1E0LubA
    "Top Ten Facts about Tesla’s $350/kWh (DC) PowerWall battery
    May 8, 2015 7 Comments

    Special post by Bruce Lin and Matthew Klippenstein

    There’s an MBA joke about scaring your clients by asking them “What’s your China strategy?”.

    Today, it’s “What’s your Tesla strategy?” $350/kWh (DC) retail really is that significant. In the few days since the Tesla energy storage announcement, we’ve had a half-dozen people ask what we think about it. As energy systems developers with experience in several different chemistries and system scales, we can make some well-grounded educated guesses on the design and economics.

    Here are our top ten conclusions, with plenty of links to reference information. "
    May 10, 2015. 03:00 PM | 10 Likes Like |Link to Comment
  • 500K the talk in electric vehicle industry [View news story]
    123

    "our children turn to dust sooner rather than later"

    What????
    May 9, 2015. 09:54 PM | 1 Like Like |Link to Comment
  • Bloomberg: Tesla battery grabbed $800M potential revenue in opening days [View news story]
    Johnny,

    "Why no money down???"

    Because then there would not be any "crazy off the hook" pronouncement by Elon.

    No money, no commitment, no revenue. Just hype and a reproduce-able soundbite that can repeated over and over. Personally I think this was a stupid phrase but it is memorable.

    I wouldn't be surprised if the people making reservations were paid to do it - happens all the time in social media.
    May 9, 2015. 11:43 AM | 6 Likes Like |Link to Comment
  • 500K the talk in electric vehicle industry [View news story]
    TSLA will have to raise big money to reach that goal.

    CashFlow = Revenues - Opex - Capex + Financing

    We have a pretty good handle on two of those and with $1.5 billion of cash on the balance sheet and $1.5 billion of Capex for this year, something has to give.

    Hard to imagine running a multi-billion dollar company with less than $2 billion in cash much less a sub $500 million balance by q3. Literally no room for error in that scenario.

    So will it be a convertible note or an equity offering?
    May 8, 2015. 10:48 AM | 7 Likes Like |Link to Comment
  • My Trigger For Reducing Exposure - Its All About Bonds [View article]
    Tack/WSD/RD,

    Do any of you have any thoughts on Annaly (NLY)?

    I have stayed away from it but have been tempted over the years. Now it is near its 1999-2000 low. It seems like it has been pricing in major interest rate increases that I don't think will happen.

    Thanks!
    May 8, 2015. 10:30 AM | 1 Like Like |Link to Comment
  • Tesla: Lower Q2 Expectations, Fall In Customer Deposits [View article]
    Not sure whether that source for the M3 is a credible one. The car looks great but you really think they will be able to make that one for $35k?

    I don't think so but we have no idea yet because there is literally nothing available from the company about it at this time.

    If the car looks that good and is $35k it will sell well.
    May 8, 2015. 10:25 AM | Likes Like |Link to Comment
  • Tesla: Lower Q2 Expectations, Fall In Customer Deposits [View article]
    office,

    "What about page views, bubble boy? "

    When you add in "eyeballs" the valuation is more than justified and likely very undervalued ;)
    May 7, 2015. 09:46 PM | 2 Likes Like |Link to Comment
  • My Trigger For Reducing Exposure - Its All About Bonds [View article]
    Robert,

    You should see what happens when you post an "anti" TSLA comment on SA.

    It's freaky!
    May 7, 2015. 09:42 PM | Likes Like |Link to Comment
  • What Elon Musk Is Really Selling [View article]
    sharpshin,

    "..I see Tesla bears as the chief climate deniers in this thread. "

    Should that be punishable by death?
    May 7, 2015. 09:37 PM | 1 Like Like |Link to Comment
  • What Elon Musk Is Really Selling [View article]
    JD,

    I have no idea what you are trying to say with this "rebuttal".

    I present a sourced fact about C02 levels and you present ?????

    C02 correlations with temperature are trivial over hundreds of millions of years - they just don't predict anything about the temperature of the earth in the future.
    May 7, 2015. 03:38 PM | 4 Likes Like |Link to Comment
  • What Elon Musk Is Really Selling [View article]
    I.Z.

    "Look at the second graph. CO2 level was never higher then 300 in 400,000 years. And now it is over 400. "

    Your friend Dr. Google can answer that question for you:
    http://bit.ly/1weBVpm

    "While scientists are fairly certain that a 100 million years ago carbon dioxide values were many times higher than now, the exact value is in doubt. In very general terms, long-term reconstructions of atmospheric CO2 levels going back in time show that 500 million years ago atmospheric CO2 was some 20 times higher than present values."

    Translation: C02 was as high as 5000 PPM in the past. All data is endpoint sensitive. Global Warming advocates always ignore The Inconvenient Truth.

    You need to expand your reading list given what you believe to be true.
    May 7, 2015. 03:24 PM | 7 Likes Like |Link to Comment
  • What Elon Musk Is Really Selling [View article]
    Dana,

    "The critics of Galileo were not scientists."

    You should actually study the history of which you speak of before making a statement like this but I suspect that would be unlikely.

    Same type of "proof" is used all the time by the Global Warmers.
    May 7, 2015. 03:06 PM | 7 Likes Like |Link to Comment
COMMENTS STATS
1,491 Comments
2,726 Likes