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GaltMachine

GaltMachine
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  • 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
  • Tesla Energy launches with a charge [View news story]
    value,

    Does it also intrude on the available parking area?

    Especially with the gull wing doors :)
    May 1, 2015. 02:21 PM | 5 Likes Like |Link to Comment
  • Net Metering Leaves Tesla Home Battery Storing A Lot Of Hype [View article]
    How many people wake up thinking "Today's the day I get off the grid!"

    When it comes to spending huge upfront money to save small amounts of potential money over a long period of time, I would say good luck with that.

    Trade a once in lifetime vacation to save $40/mth on my electricity for 10 years?

    I am pretty sure I know what the average person would say. A consumer product like this isn't bought it is sold and only to those who really, really want it. And if they do want one they will shop around given the price point.

    No offense, but the people who "want to get off the grid" sound a lot like preppers :)

    You can buy one hell of a lot of ammo and canned food for the price of one Powerwall.
    May 1, 2015. 02:18 PM | 6 Likes Like |Link to Comment
  • Net Metering Leaves Tesla Home Battery Storing A Lot Of Hype [View article]
    "Our goal is to fundamentally change the way the world uses energy," Elon Musk said in a pre-event briefing with the press. "Which sounds crazy." (link)

    Because it is!
    May 1, 2015. 02:15 PM | 7 Likes Like |Link to Comment
  • Tesla Energy launches with a charge [View news story]
    Jason,

    Good link. Nothing like a sober minded factually based takedown to deflate the hopium.

    "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. 12:46 PM | 1 Like Like |Link to Comment
  • Tesla Energy launches with a charge [View news story]
    cparm,

    "Hicks wrote "Intel. Ever hear of them? Power outages are extremely costly."

    What I find amusing about this discussion is how incredibly uninformed people are about how manufacturing and businesses work.

    They literally think a company like Intel would rely upon the grid without considering a back up solution prior to the greatest innovation in the history energy management?

    Data centers being one example are completely redundant and they would never rely upon something as ephemeral as a solar-powered, battery back up for mission critical operations. They use diesel/natgas powered turbines and generators for that purpose.

    There is no way any data center with an SLA would rely upon one of these Tesla solutions as the main back up.
    May 1, 2015. 12:08 PM | 3 Likes Like |Link to Comment
  • Tesla Energy launches with a charge [View news story]
    "Tesla’s selling price to installers is $3500 for 10kWh and $3000 for 7kWh. (Price excludes inverter and installation.) Deliveries begin in late Summer."

    I guess that means they won't make much gross margin on this as was expected. Was there anything unexpected in this event that was bullish/surprising?

    http://bit.ly/1c0Cz4a

    "Energy Innovation Company" = failure as an auto company.
    May 1, 2015. 12:48 AM | 15 Likes Like |Link to Comment
  • Tesla Motors event tonight at 11:00 p.m. ET [View news story]
    Anarchist,

    First time I have read one of your posts. No offense but I didn't know anarchists were also capitalists. Interesting irony.

    Good observation on cost.

    Break windows invest in window manufacturers!
    Apr 30, 2015. 04:46 PM | Likes Like |Link to Comment
  • Why I Bought Twitter On The 18% Drop [View article]
    WSD,

    Case in point LNKD post earnings!
    Apr 30, 2015. 04:36 PM | 1 Like Like |Link to Comment
  • LinkedIn beats estimates, but provides soft guidance; shares plunge [View news story]
    Wow the efficient market determined that this company is suddenly worth 20% less in the space of a few minutes.

    The whole EMH thing still cracks me up. Fear and Greed!
    Apr 30, 2015. 04:34 PM | 13 Likes Like |Link to Comment
  • Tesla's Battery: No Thanks [View article]
    Q: How long will it be until Elon starts his own religion?

    A: When it's subsidized.
    Apr 30, 2015. 04:21 PM | 7 Likes Like |Link to Comment
  • Tesla's Battery: No Thanks [View article]
    "Here where I live, heat is only an issue 4-5 hours a day for 2-3 months tops. "

    Not everyone lives where you live which is why you continually use assumptions that are not based upon the total picture. I have exactly the opposite conditions to what you are describing. Air conditioning runs all day 9 mths a year at a minimum. It's called living in the south.
    Apr 30, 2015. 04:17 PM | Likes Like |Link to Comment
  • Apple Watch: What Did Apple Just Roll Out Here? [View article]
    "They just look like one piece. I suspect this is the primary reason why the Apple Watch doesn't look quite like a smartwatch even though it is a rectangular piece of glass attached to a watch strap. I have definitely become more doubtful in recent days that circular smartwatch faces are anything but a calculated bet to grab sales from traditional watch owners that are familiar with a watch's circular look."

    The "rectangular" look you refer to is called "Tonneau" and has been around for at least a hundred years in mass production.

    I personally hate that shape but it's a personal thing when it comes to fashion and function.
    Apr 29, 2015. 03:56 PM | 3 Likes Like |Link to Comment
  • Coupons For Tesla [View article]
    For all shorts out there, does the prospect of raising several billion in debt versus dilutive equity weaken the bear case?

    I am short with puts so this presents an interesting conundrum. I guess it depends upon whether the market sees TSLA acting from a position of strength versus desperation. I don't think the additional cash changes anything in the operating metrics because they are not cash constrained currently but does it "brighten" the long term prospects and put a floor under the stock.

    A debt raise now would make sense given the amazing PR push that has been ongoing this month and the carefully orchestrated strategy of trying to raise the share price heading into earnings.
    Apr 29, 2015. 12:50 PM | 5 Likes Like |Link to Comment
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