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  • China Won't Be Faking It Much Longer [View article]
    Paulo, I hope you're right, but reform is slow and China doesn't respond well to outside pressure.
    Mar 3, 2015. 07:29 AM | 1 Like Like |Link to Comment
  • How SolarCity Sees The Future Playing Out And The S Curve [View article]
    Thanks for these insights--staying long.
    Feb 17, 2015. 09:30 AM | 3 Likes Like |Link to Comment
  • Tesla Model S Sales May Be Slowing In The U.S., But Does It Matter? [View article]
    ". . . positive publicity as well as evangelism from current Tesla owners. So far, momentum seems good on that front, although it remains to be seen if Tesla will hit a wall with that."

    Thus far Tesla has met its goals. As Musk noted in the 3Q call there are other untapped marketing and advertising possibilities Tesla has not chosen to use. Tesla, like any start-up, will begin paying for ads when production capacity exceeds demand. When they "hit a wall with that" momentum of evangelism, other marketing strategies will kick in and facilitate transition to higher productivity and profitability--not lower.
    Nov 9, 2014. 10:50 AM | 1 Like Like |Link to Comment
  • Graphite One Resources, Massive U.S., Near-Surface, High-Grade Deposit [View article]
    Thanks for a great article. I've been looking at graphite for a couple of months focusing mainly on Graphite One Resources. Your assessments are most helpful!
    May 8, 2014. 12:52 PM | 2 Likes Like |Link to Comment
  • Review Of Trina Solar's Q1 2014 Guidance [View article]
    Is there guidance on EU and Middle East orders/delivery?
    Apr 15, 2014. 06:18 PM | Likes Like |Link to Comment
  • Another 'Typical' Tesla PR Stunt [View article]
    This "stunt" is literally driving Tesla profitability. With zero advertising budget it is wise to instigate "earned" publicity.
    Jan 31, 2014. 11:40 AM | 5 Likes Like |Link to Comment
  • Tesla's Pricing In China Is A Public Relations Win, But It May Not Guarantee Success [View article]
    Interesting quote from today's China Car Times Newsletter:

    "Tesla - How the American car company will overcome the ever growing list of obstacles in its way to success will be interesting, but at the same time Tesla could become the standard to watch for other dawdling Chinese EV manufacturers that promise a lot, but deliver little."

    Obstacles outlined in this commentary:
    Jan 28, 2014. 11:36 AM | 1 Like Like |Link to Comment
  • Tesla Continues To Divide And Conquer [View article]
    All the people I've talked to about Tesla confess they'd like to own one.

    "Few people want [electric cars] at the moment" because they can't yet afford a Tesla. As the price point descends, that will quickly change. The recent 3600 mile x-country trip averaged 378 Wh per mile in winter driving. Without the free super charger stations. that still equates to less than 4 cents a mile retail electrical cost. My Ford Fusion hybrid (45 mpg) fuel costs 8 cents a mile, and my SUV costs 18 cents. Not mention the electrical advantage of "filling up" at home every night.

    I bought Tesla in the 20's. I could cash in now and buy the car, but I'll wait to buy two.
    Jan 27, 2014. 12:51 PM | 8 Likes Like |Link to Comment
  • An Open Letter To GrowLife [View article]
    Thanks for digging into these details. Good work!
    Jan 19, 2014. 01:02 PM | 8 Likes Like |Link to Comment
  • Growlife: What Are They Smoking? [View article]
    Mark Twain once said, "When everyone is looking for gold it's a good time to be in the pick and shovel business."
    Seems like good advice.
    Jan 9, 2014. 07:33 PM | 2 Likes Like |Link to Comment
  • AeroVironment: Transforming Military UAVs Into Mailmen? [View article]
    Thanks for sharing your helpful insight--I've been considering a long position.
    Dec 6, 2013. 07:30 PM | Likes Like |Link to Comment
  • Gogo Lock Up Expiration Provides Shorting Opportunity [View article]
    Thanks for the heads-up! I'll watch my long position closely.
    Dec 6, 2013. 07:07 PM | Likes Like |Link to Comment
  • What To Do With Baidu's Stock [View article]
    Why wasn't Qihoo (QIHU) included in the comparative chart of Financials of Chinese web companies? I sold Qihoo in January and bought Bidu. Qihoo is subsequently up 96% and Bidu just pasted 0--today up 11% from my entry. Trying to stay long, but not without question.
    Jul 25, 2013. 08:26 PM | Likes Like |Link to Comment
  • GM Just Curbed Tesla [View article]
    It was a long way to the bottom of these comments.
    ". . . a stock decline to $69 to $86 range. . . . "
    I got in around $23 and this is beautiful. I'd welcome a pull back to this range so I can buy more, just as I should have long ago.
    Jun 11, 2013. 09:35 PM | 1 Like Like |Link to Comment
  • Tesla's Valuation After A 12.7% Sales Decrease And Uncertain Internet Sales Model [View article]
    Don't denigrate the Chinese market. Those who can afford a Model S (there are many) will not find the 20% luxury tax to be disincentive. Chinese understand and want the best. They pay the same tax on Mercedes, BMW and Porche. Tesla is an outstanding alternative and China is an important move for Tesla.
    Jun 10, 2013. 07:07 PM | Likes Like |Link to Comment