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123man

123man
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  • Tesla Has A Graphite Problem [View article]
    What is interesting is that most of the Tesla bears have stayed out of this one - could it be that the assumption stated and the evidence that many "smart" suppliers have taken note and expect Tesla to do exactly as they have outlined, ergo the need to step things up - this article, if nothing else it is support for Tesla long term goals and a good investment barometer -
    Jul 2, 2015. 09:36 AM | Likes Like |Link to Comment
  • Tesla's Superior Business Model May Justify Tesla's Stock Price [View article]
    I re-post - for those who missed it above -

    The math looks something like this : using $100,000 for simple math


    Porsche Panamera - $100K x 58.5% = $58,500 (after 3 years)


    Tesla Model S - $100K x 57.2% = $57,200 (now add $7500) = $64,700 actual return to buyer


    Even without the tax credit the Model S is so much better a buy -


    fuel cost @$350 per month = $4200 annual (x3), so $57,200 + $12,600 = $69,800 - and if you add in tax credit = $77,300


    So, $58,500 (ICE) vs $77,300 (Model S) - return after 3 years - A WHOPPING $18,800 MORE and that doesn't even count the state tax credit or rebate -


    And TFTF, you say Model S owners don't care about the money !
    Jul 1, 2015. 10:30 AM | Likes Like |Link to Comment
  • Tesla's Superior Business Model May Justify Tesla's Stock Price [View article]
    The math looks something like this : using $100,000 for simple math

    Porsche Panamera - $100K x 58.5% = $58,500 (after 3 years)

    Tesla Model S - $100K x 57.2% = $57,200 (now add $7500) = $64,700 actual return to buyer

    Even without the tax credit the Model S is so much better a buy -

    fuel cost @$350 per month = $4200 annual (x3), so $57,200 + $12,600 = $69,800 - and if you add in tax credit = $77,300

    So, $58,500 (ICE) vs $77,300 (Model S) - return after 3 years - A WHOPPING $18,800 MORE and that doesn't even count the state tax credit or rebate -

    And TFTF, you say Model S owners don't care about the money !
    Jul 1, 2015. 10:26 AM | Likes Like |Link to Comment
  • Tesla owners' love for their cars implies bright future, Jefferies says [View news story]
    What is they say about homophobics - "thou dost protest to much" - what the difference between a closet liberal, a closet homosexual and a closet redneck - the closet
    Jun 26, 2015. 03:05 AM | 4 Likes Like |Link to Comment
  • Tesla owners' love for their cars implies bright future, Jefferies says [View news story]
    PCS - stop driving your ICE car, because every mile picks MY pocket - don't like electric, ride a bike - no road tax, gas tax, but also no subsidy from ME
    Jun 26, 2015. 02:58 AM | 3 Likes Like |Link to Comment
  • Tesla owners' love for their cars implies bright future, Jefferies says [View news story]
    Well PCS, you have been reaping the benefits of the oil subsidies for far longer than any Tesla owner - so how about we just do a little calculating on who got more and then the loser pays up - got any money? - oh, right, your short -
    Jun 26, 2015. 02:54 AM | 3 Likes Like |Link to Comment
  • Tesla owners' love for their cars implies bright future, Jefferies says [View news story]
    Crossed 39,000 in my P85, no new motor or battery (12V replaced proactively) - love my car -
    Jun 26, 2015. 02:47 AM | 6 Likes Like |Link to Comment
  • Tesla Announces Model S Cars Get Driven Less Than What The Average U.S. Driver Drives [View article]
    Hmmm, more Leafs, less miles (1B km x .60+/- = 600M) - not hard to figure out at all - Tesla is ahead, not just ahead, far ahead! -
    Jun 25, 2015. 11:32 AM | 2 Likes Like |Link to Comment
  • Tesla Announces Model S Cars Get Driven Less Than What The Average U.S. Driver Drives [View article]
    Then why this extraordinary article dead horse beating article on this nothing extraordinary subject? -
    Jun 25, 2015. 11:26 AM | 1 Like Like |Link to Comment
  • Tesla Announces Model S Cars Get Driven Less Than What The Average U.S. Driver Drives [View article]
    Can't speak for the Captain, but I have gotten to know every Tesla owner I come in contact with - and an obvious topic of discussion is how has your car performed, had any issues, etc - to a person NONE have claimed the infamous door handle issue, the 12 V battery issue (Tesla did replace mine procatively along with front rotors, proactively - neither I asked for), the broken motor issue or even a drive battery issue - the question isn't how many do we know personally, but rather how many do YOU know personally? - what a red herring! -
    Jun 25, 2015. 11:15 AM | 4 Likes Like |Link to Comment
  • Tesla Announces Model S Cars Get Driven Less Than What The Average U.S. Driver Drives [View article]
    I can only reply with my personal experience - my car now 25 months old has 39,000 miles on it, so two thirds of my usual annual miles are now driven in my Tesla - we also have an LX 470 and a Chevy 1 ton Dually - we always opt for the Tesla when we can and that includes picking up materials for my apartments, 10' pieces of pipe, AC's, sinks, etc - a friend with a Tesla like mine has put 25,000 miles on his in 18 months (other car is a Maserati - he like both, but prefer the fact he can drive in the carpool lane alone) and another 30,000 in 22 months (other cars are Fords) - these are folks I know personally and are not baseless conjecture - Does it matter if some people prefer to keep their pristine with less miles or like myself want to drive it for all reasons in all seasons? - not in the least - your inference is that 1 billion miles+/- is not a big deal, in some way causing a person to find Tesla less than truthful (on some sunliminal level) is truly laughable - it is a BIG deal, all these miles were driven in an EV with NO gasoline backup lawnmotor (first production released in June of 2012), not one drop of fossil fuel or oil lubrication - if it isn't such a big deal, why would someone of your stature write an article of so little importance - why indeed??
    Jun 25, 2015. 11:00 AM | 8 Likes Like |Link to Comment
  • Tesla Motors clarifies on Model 3 launch date [View news story]
    Which means what - that 45% are sold in other countries and the money comes to the US - and that's a bad plan
    Jun 22, 2015. 06:35 PM | 2 Likes Like |Link to Comment
  • Tesla's Battery Supplier Panasonic Forecasts Drastically Less Growth Than Forecast By Tesla [View article]
    Agree - you can take any set of numbers and come up with all kinds of irrelevant data - 2+2=4, 2-2=0, 2x2=4, 2./.2=1 all answers using the same numbers - without proper context and insider information (not provided) the answers concluded are as irrelevant as my number sequence is to this discussion - example, ten time what?, 84% of what? etc, etc, etc
    Jun 19, 2015. 10:00 AM | 4 Likes Like |Link to Comment
  • Tesla's Battery Supplier Panasonic Forecasts Drastically Less Growth Than Forecast By Tesla [View article]
    Mixing hard numbers with %'s doesn't cut it - example "Tesla would be well over ten times larger in units shipped than its current size, just in autos alone, yet Panasonic's battery forecast calls for yet Panasonic's battery forecast calls for revenues of only 84% greater than its shipments in FY 2015. How are the two relevant - maybe Tesla cut a heck of a deal, maybe Panasonic doesn't include the Gigafactory (not yet functional - or not to be counted because it is a JV) - maybe, maybe maybe - what is most apparent is that this is another bearish attempt to predict the future of Tesla, apparently which no one can do with any accuracy - to step outside and try and extrapolate numbers from a company who provides no data on where or when the finished product is going is beyond the most feble attempt to disparage Tesla -
    Jun 19, 2015. 09:51 AM | Likes Like |Link to Comment
  • Why Tesla's Competition Does Not Have A Lead Over Tesla [View article]
    Here are a few reason why fanboys like myself love their Model S's - I have a two year old Model S P85 with 38,500 miles on it - I drive it whenever I can, as does my wife - other than a few minor issues my car has not been in the shop except for it annual at which Tesla replaces everything that is a wear item, bulbs, wiper blades, etc (haven't needed brakes shoes, with regen they don't get much wear) - interestingly, when I bought my car I prepaid for the annuals and then bought the second 4 year bumper to bumper (to protect myself from unknown possible drive train and/or battery issues) subsequently, Musk gave ALL Model S owners 8 year, unlimited coverage on those items (who does that retroactively) - so the other day I asked Tesla why I needed the second 4 year BtoB warranty - their response was in addition to an explanation of why I might want to keep it "if you would like, we will refund the entire amount you paid, just let us know" - this is another reason why Tesla leads the pack - what other manufacturer does that? My car and my long position exceeded my expectations - My only suggestion to detractors is "try one, you'll like it" -
    Jun 17, 2015. 10:42 AM | 8 Likes Like |Link to Comment
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