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Oz_Rob

Oz_Rob
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  • Why A Profitable $35,000 Tesla Model E Is A Pipe Dream [View article]
    It's pointless discussing commerce with someone who can't recognise the difference between a stock diluting capital raise for non-capital expenses and a stock enhancing capital raise for a major capital investment. I perform plenty of my own due diligence, I am merely pointing out that your position is now not only at odds with mine but also at odds with Morgan Stanley's professional analysts, I know which side of that pairing I'm happier being on.

    Once again sidestepping points though, Lithium batteries are uneconomical to extract lithium from despite having a lithium to waste ratio hundreds of times higher than raw lithium ore which it is profitable to extract lithium from? Who's brainwashed again?
    Feb 25, 2014. 09:34 PM | 2 Likes Like |Link to Comment
  • Why A Profitable $35,000 Tesla Model E Is A Pipe Dream [View article]
    They raise capital, but in return they get a huge capital value item, that is not dilution. The partnership allows them to share both the capital costs and the production value, if they do indeed partner with Panasonic for example then they share the cost and the return proportionally to their investment.

    If it is profitable to extract lithium from massively lower fractional percentage containing ore then what on earth makes you think it is unprofitable to extract it from used batteries where the lithium to waste content is hundreds of times higher than it is for raw ore? You have been fed and accepted a lie on the value of lithium battery recycling.

    Finally it's quite telling that you completely side stepped the main point of my comment which is that your entire position is now totally at odds with Morgan Stanley's far more qualified analysts. You have certainly proven the point that some indeed don't understand stock trading and investment analysis, you are just confused about who it is lacking understanding on this one, here's a hint, it's not Morgan Stanley.
    Feb 25, 2014. 08:40 PM | 1 Like Like |Link to Comment
  • Why A Profitable $35,000 Tesla Model E Is A Pipe Dream [View article]
    There is no dilution from a capital raise if you add massive new capital value in the form of the worlds largest battery factory. The hilarious thing is you have gone from opposing the view of SA commenters to now opposing the view of Morgan Stanley's analysts. You are way out of your league. When you say "Some just don't understand stock trading and investment." you are now including all of Morgan Stanley's analysts in that "some"....staggering hubris.
    Feb 25, 2014. 08:21 PM | 1 Like Like |Link to Comment
  • New Models From Honda And Audi Will Consign Tesla And Its Superchargers To A Smaller Niche [View article]
    Joenjensen, sorry to burst your bubble but vehicle integrated solar will not give you limitless range, these film and organic dye type solar panels are significantly less efficient then standard PV panels which are around 17% efficient. If you covered the upper surface of the car with standard efficiency panels and left it in full sunlight all day you would add about 4 miles of charge. Such designs would be enough to prevent charge loss from various systems including pre warming and pre cooling your vehicle before use however the area available is just too small to meaningfully contribute to the energy needed to get around. Much better to put the panels on the roof of your home to offset your vehicle charging where space and weight are far less of an issue.
    Feb 24, 2014. 03:05 PM | 4 Likes Like |Link to Comment
  • Why A Profitable $35,000 Tesla Model E Is A Pipe Dream [View article]
    An assumption he openly acknowledged was a pure guess. The entire rest of his illogical thought process falls apart if that guess is wrong.
    Feb 24, 2014. 01:50 AM | Likes Like |Link to Comment
  • Why A Profitable $35,000 Tesla Model E Is A Pipe Dream [View article]
    You do realise they gave every 40kWh reservation holder a 60kWh battery at no extra cost? Do you really think they would have taken a $5-$10,000 hit on those vehicles if there were a large number of them? There was tiny demand for the 40kWh vehicle, so low that it was cheaper to give the small number of reservation holders a 60kWh battery at no extra cost then tool up the factory to make a third model S type. If you wish to directly contradict a claim then your going to have to do a hell of a lot better than flicking through old forum posts as "proof"
    Feb 23, 2014. 11:32 PM | 4 Likes Like |Link to Comment
  • Why A Profitable $35,000 Tesla Model E Is A Pipe Dream [View article]
    "If we were to guess that on all upgrades from there"

    Your entire "thesis" rests on that phrase and renders the remainder of this article after that totally baseless junk, incredible SA published it really. The article starts with an acknowledged baseless guess and only goes downhill from there with ridiculous assumptions like a gen 3 glider costing $40,000 when other can do a quality glider of the size planned for the gen 3 for $20-22k.
    With 5% of your fund short on Tesla I can fully understand your desire to see your thesis come true, wishing and making up numbers to "prove" will unfortunately for you not make it true.
    Feb 23, 2014. 06:56 PM | 5 Likes Like |Link to Comment
  • Exxon CEO joins lawsuit against tower that would provide water for fracking [View news story]
    Wait for the class actions from the millions of property owners who have been affected by the property value loss he has just admitted occurs near fracking sites... $50 million is going to seem like chump change.
    Feb 22, 2014. 06:56 PM | 1 Like Like |Link to Comment
  • Exxon CEO joins lawsuit against tower that would provide water for fracking [View news story]
    The hypocrisy still stands because they have long denied that fracking damages property in any way including diminishing it's value. If they now acknowledge fracking damages property values they are leaving themselves open to a MASSIVE class action suit.
    Feb 22, 2014. 06:55 PM | Likes Like |Link to Comment
  • New Models From Honda And Audi Will Consign Tesla And Its Superchargers To A Smaller Niche [View article]
    It's not sustainable, but fortunately it doesn't need to be sustained because solar costs have fallen over 90% in those ten years. Here in Australia solar now generates power at ~6-8c/kwh and no longer needs any subsidy. Sunpower just announced they shaved another 20% off their costs in 2013, new coal or nuclear will take 8-10 years to plan and build, gas 4-6 years, solar 0.5-2 years. With 20+% price cuts annually no one with two brain cells will be willing to gamble against what solar may cost in 6 years time.
    Feb 17, 2014. 05:59 PM | 3 Likes Like |Link to Comment
  • Will Tesla Design New Vehicles In Time To Prevent More Devastating Battery Fires? [View article]
    Well nobody could ever accuse you of letting facts get in the way of your disinformation campaign PN, I'm sure in your own deluded brain Tesla is responsible for the wiring and circuit breakers in an owners home, the rest of us and the market clearly see the truth of this incident, hence the $200 share price.
    Feb 15, 2014. 10:26 PM | 6 Likes Like |Link to Comment
  • New Models From Honda And Audi Will Consign Tesla And Its Superchargers To A Smaller Niche [View article]
    You pointed it out in your article but seem to be ignoring the fact in your comments that Tesla have a Chademo adapter which means Tesla's will be able to use Chademo chargers, J1772 AND their own superchargers whereas others will be limited to just Chademo. Therefore Tesla owners have access to the additional Tesla superchargers which are substantially faster than Chademo, are being progressivley upgraded as technology improves, and are being placed in locations targeted for long distance travel as opposed to Chademo which are almost exclusively placed in cities because even with fast chargers the vehicles they are being targeted at are still not practical for long distance travel. The fact that Tesla can use all the other vast number of chargers AND have exclusive access to an expanding (now 74 in the US after a new opening in Arizona today) number of long distance travel enabling superchargers is absolutely a selling point to encourage people to stick with Tesla.
    Feb 5, 2014. 02:37 AM | 3 Likes Like |Link to Comment
  • The Real Natural Gas Production Decline [View article]
    That's because despite a small lift in coal use for power generation in 2013 after the near collapse in 2012 actual coal production in 2013 was down even further on 2012. 2013 was the first time in over 25 years that coal production in the US was below 1,000,000 short tons, the US hasn't produced that little coal since 1987. This has all the hallmarks of a dying industry, can you point to any other industry worth investing in whose sales can't even match those of the late 1980s? I'd suggest if you wish to invest in coal, do it as a short position. His unbridled belief in this emaciated industry has either bankrupted MA or revealed him as a massive liar, try not to end up in the same position.
    Feb 5, 2014. 02:15 AM | 1 Like Like |Link to Comment
  • Another 'Typical' Tesla PR Stunt [View article]
    "You do realize that this Tesla "road trip promotion" is a team effort with two drivers per car, don't you?"

    You do realise this is a test of the car's ability to cross the country in under three days on superchargers alone not of driver attention span don't you?
    Feb 1, 2014. 02:00 AM | 4 Likes Like |Link to Comment
  • Another 'Typical' Tesla PR Stunt [View article]
    And any previous electric car would be stranded by the side of the road somewhere between LA and the Ca-Arizona border. I would also point out in that 28 hours they have passed through the Rocky Mountains despite a storm which dumped over 30 inches of snow and resulted in the breakdown and stranding of hundreds of ICE vehicles, It's pretty churlish to have a go at them for being slightly behind schedule given the conditions they have just handled admirably. They have also spent a grand total of $0 on the fuel for the trip whereas an ICE would have spent several hundred dollars on gas so far.

    It's ok if you are blinded to the progress obviously on display here, the rest of us can see it clearly.
    Feb 1, 2014. 01:58 AM | 7 Likes Like |Link to Comment
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