Seeking Alpha


Send Message
View as an RSS Feed
View 123man's Comments BY TICKER:
Latest  |  Highest rated
  • Tesla: It's Time To Accelerate [View article]
    At what price and profit Davewmart? -
    Apr 13, 2015. 06:48 PM | 1 Like Like |Link to Comment
  • A Tesla Valuation Using DCF Under 3 Scenarios [View article]
    Given the reality of climate adjustment (lets not call it change, lest we step on too many toes) - California drought being a prime example, change is in the air - I know its a silly connection, but my Tesla uses no water, but its not the water use that is at issue, it is perception of the need to make changes in how we live our daily lives - and yes, Tesla does benefit from that perception -
    Tesla is here for the long haul, bears be damned -
    Apr 6, 2015. 10:24 AM | 6 Likes Like |Link to Comment
  • Two Scenarios For Tesla's 2015 Unit Sales - 55K Vs. 39K [View article]
    I bought a Tesla for ME after following it for several years - I installed solar in preparation so as to be as green as possible - oil needs to stop - my wife thought I was crazy, but now she loves running the A/C as long as she likes in the summer here in So Cal and NOT getting a bill, and she loves my Tesla - not as much as I do, but all I hear is how I drive ALL the time and how unfair that is - was she intimidated by the "S", a little, took about one week for her comfort level to zoom, and now she uses it whenever she can - I'm not rich, comfortable, but not rich, so unless I win the lotto the Model X will have to wait until the "S" is paid off - personally, I'd buy a P85D instead and just have two "S"s - and yes, I bought mine off of the computer, after a test drive (which blew my wife's mind) - happy wife, happy life and Model S can add to the both elements -
    Apr 5, 2015. 10:54 AM | 4 Likes Like |Link to Comment
  • Tesla component part of RAV4 EV recall [View news story]
    Tesla fixed theirs - they have control - Toyota apparently didn't fix theirs - Tesla has no control - it may require bringing the Rav in, plugging in the computer and voila', problem solved - my Tesla is updated in my garage while I sleep - thinking about that, I wonder how Toyota will deal with the fuel cell defects and recalls - to compete with Tesla they will have to have a herd of little minions that sneak into peoples garages at night and swap out parts (kinda reminds one of how existing ICE dealerships problem solve)
    Mar 12, 2015. 09:15 AM | 10 Likes Like |Link to Comment
  • Pulling The Plug On Tesla [View article]
    100 - how about life after death (oil)? - oil pollutes, pollution cause loss of life expectancy, so in a way, oil = death - in a more specific example, many wars including troubles ongoing now in the middle east including the Ukraine are being fought for the control of oil, again oil = death - finally, but certainly not last, fracking is an unknown quantity and the possible damage it can reek not a known quantity, but then neither was the Exxon Valdez catastrophe know until it happened - now I can't think of a better metric for investing than prolonging life for my children's, great grand children - if you care not, then plod on -
    Mar 11, 2015. 11:27 AM | 7 Likes Like |Link to Comment
  • Pulling The Plug On Tesla [View article]
    Unless and until people start getting sick from earth moving the chemicals to the surface, at which America will become a land of vast wasted deserts - one thing we can be sure of, oil price will rise sometime, because of extreme overuse and it is not cost effective to frack for oil at or below a certain price - small thinkers think of themselves, today, damn the future - but the future cometh and cannot be stopped unless we kill ourselves first -
    Mar 11, 2015. 11:08 AM | 9 Likes Like |Link to Comment
  • Tesla: Debt Growth Chief Among Its Demons [View article]
    I guess the fact that the 60 hydrogen stations currently being built in CA are being paid for by the state doesn't count as subsidy - without it the cars go nowhere - and in states where there is no need for HFC vehicles no stations will be built - so you can drive your hydrogen car to the state filling station and stop by for some fuel for your lawnmower - other than that your not going anywhere -
    Mar 4, 2015. 09:16 PM | 5 Likes Like |Link to Comment
  • Tesla Is Not The Next iPhone [View article]
    I agree, as Tesla range improves, less need for SC"s, so more cars with the same number of SC's being used by them, Tesla maintains the advantage it has already built - ICE manufacturers like GM could put high delivery chargers at each dealership, but they close at night, and are not likely to be excited about providing chargers in the first place - GM could force the issue, but that would put the dealerships in the position of having to eat themselves, starting with their feet -
    Mar 2, 2015. 10:46 AM | 5 Likes Like |Link to Comment
  • Tesla Is Not The Next iPhone [View article]
    To add - Tesla only needs to sell 40,000 vehicles in one year to make a billion dollars - that's one followed by 9 zeros - once they reach capacity the R&D and structure expenditures will subside, sales will far exceed 40,000 cars and the profitability will stabilize some where in the stratosphere - how many Iphones does apple need to sell to make a billion dollars?
    Mar 2, 2015. 10:34 AM | 9 Likes Like |Link to Comment
  • Tesla Is Not The Next iPhone [View article]
    You only need one gas station every so many miles - so the extra gas station are mere redundancy - Tesla SC's are placed so as not to create redundancy but rather efficiency as needed - spend a couple of minutes figuring out where you want to go, unplug and take off - thats how I do it -
    Mar 2, 2015. 10:28 AM | 6 Likes Like |Link to Comment
  • Ripping The Shorts' Faces Off! [View article]
    I saw 6 of them yesterday on a 45 minute drive to the lower desert, Palm Desert
    Feb 22, 2015. 01:19 PM | 2 Likes Like |Link to Comment
  • Tesla: Key Takeaways From Recent Events [View article]
    Perhaps you compare the wrong 10 years -
    Feb 16, 2015. 09:58 AM | Likes Like |Link to Comment
  • BMW And Volkswagen Join Forces To Take On Tesla's Supercharger Network [View article]
    Anton - did you see the Utube video of the Tesla P85D against your 700hp+ Hellcat? - worth a view !!!
    Jan 26, 2015. 01:12 PM | 1 Like Like |Link to Comment
  • The Gigafactory gets a bull call [View news story]
    Did anyone notice the Mercedes concept autonomous driving car was ELECTRIC - so without saying it, Mercedes is showing it - go Tesla -
    Jan 21, 2015. 08:43 AM | 2 Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    While this may be some small competition to Tesla, it is not the end of the world - as a matter of fact it may be the beginning - when Musk opened up the patent box, who knows who peered in, maybe even GM - and it sets about accomplishing what Musk wanted to happen, a move toward the dastardly electric transportation that he envisioned - give credit where credit is due - without Tesla there would be no 200 mile EV Chevy or any other EV car for that matter (remember GM crushed ALL the EV-1's) - Tesla wins and so does everyone else!
    Jan 11, 2015. 03:12 PM | 21 Likes Like |Link to Comment