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ThomLandon

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  • You'll Be Surprised By Tesla's Q2 Earnings [View article]
    But we are trying to QUANTIFY. It's not enough to say it's "going to be fine". How many sales, and from where?
    Jul 20, 2013. 04:09 AM | 1 Like Like |Link to Comment
  • You'll Be Surprised By Tesla's Q2 Earnings [View article]
    @JRP3,

    There are cars ordered in EU that are being built and VINs are being issued. People need to read the thread I posted above. It won't be a home run at earnings time.

    There will be some increases in deliveries but the revenue will be realized more slowly due to lease uptake and cost of goods produced for cars in transit to EU (and eventually worldwide).

    Any way to calculate how many models are being purchased abroad?
    Jul 18, 2013. 02:04 AM | Likes Like |Link to Comment
  • You'll Be Surprised By Tesla's Q2 Earnings [View article]
    It may be that the missing VIN numbers are the VINs that are going to the EU (mostly Norway).

    http://bit.ly/15Oi1Vg

    You see that the cars coming off the assembly have consecutive VINs regardless of where the poster is getting delivery. Report date is day of order.
    Jul 18, 2013. 01:57 AM | Likes Like |Link to Comment
  • Tesla's Q1 Earnings, An Epic April Fools Prank [View article]
    But Nicu, I thought markets were efficient. So saith the dead hand of Adam Smith?

    The market believes Tesla will be a huge success. Kind of a self-fulfilling prophecy.
    May 10, 2013. 06:03 PM | Likes Like |Link to Comment
  • Is The Tesla Model S Green? [View article]
    I've read your article and it fails for the following reasons:

    1. It fails to recognize that cleaning the power supply is happening, localized and powerful. It fails to consider that this is likely to be accelerated due to externalities (CO2) can no longer be polluted for free. California has already demanded that its air be less polluted.

    2. It fails to address time of use incentives, smart grid and dual use battery backup from charging vehicles that is advancing.

    3. It fails to address the effects of coal plants shutting down even more quickly than in the past, while cleaner supplies are coming online through natural gas (some questions) solar, and wind. $1/watt is here.

    4. It fails to account for the fact that having battery cars for grid backup adds value. Millions of backup diesel generators sold to businesses and people each year that could be replaced by electric vehicles.
    May 10, 2013. 05:41 PM | 2 Likes Like |Link to Comment
  • Tesla Motors - Spectacular First Quarter Report Is A Game Changer [View article]
    @berylrb

    Look at the articles recently regarding Elon and driverless technology. He's calling it autopilot. He's "potentially" interested in partnering with Google. & Google says they are a "couple of years" from being on the road.
    May 10, 2013. 02:26 PM | Likes Like |Link to Comment
  • Is The Tesla Model S Green? [View article]
    @Nathan

    You are missing one of the best products ever made. Even serial EV-haters like Matt Hardigree from Jalopnick are in full bro-mance mode with the Model S.

    http://bit.ly/16mAXMu

    "I spoke with CR's Jake Fisher who explained to me that the car actually scored 110 out of a 100-point scale, but that because of the limitations still inherent in owning an electric car (range, access to charging) they regularly subtract about 10% from a car's score. It's still the best score they've ever given, tied only with the 2007 Lexus LS but that car, according to Fisher, isn't even in the same league as the Model S."

    Supercharging is going to destroy the last hiding place for the shorts.
    May 10, 2013. 01:44 PM | 3 Likes Like |Link to Comment
  • Tesla's Huge Move Is Just The Beginning [View article]
    Matt Hardigree spoke with CR's Jake Fisher who explained that the car actually scored 110 out of a 100-point scale, but that because of the limitations still inherent in owning an electric car (range, access to charging) they regularly subtract about 10% from a car's score. It's still the best score they've ever given, tied only with the 2007 Lexus LS but that car, according to Fisher, isn't even in the same league as the Model S.

    http://bit.ly/16mAXMu
    May 10, 2013. 01:30 PM | 7 Likes Like |Link to Comment
  • Tesla Motors - Spectacular First Quarter Report Is A Game Changer [View article]
    Alexia,

    I think it's fun to be able to drive whenever you WANT to and to let the car drive itself all of the rest of the times.

    I know that driving a winding road, I'd like to be able to take the wheel, but driving from Raleigh to DC, I'd love to read my email or a book. Maybe even take a quick nap ;-)
    May 10, 2013. 01:26 PM | Likes Like |Link to Comment
  • Call it momentum or call it a short squeeze, but one way or another shares of Tesla Motors (TSLA +11.8%) are putting in their routine double-digit gain and cleared $80 before settling back. The trading puts Tesla's share price at nearly 80X 2014 earnings estimates, meaning buying the EV automaker today is a bet that its technology will be truly transformative. One company in harm's way from the Tesla juggernaut could be Toyota (TM +2.2%) if Tesla stays ahead in battery development. It's an apples-to-oranges comparison (cost), but today the Prius claims a limited driving range of 11 miles/charge compared to the Model S's range of 260 miles. [View news story]
    Of course.

    Tesla is making a play for the entire transportation sector. And they aren't sharing their money with the NADA or repair shops or gas stations (and eventual taxi/limo companies).

    Removing them from the picture means Tesla gets to keep the profits.
    May 10, 2013. 12:47 PM | 2 Likes Like |Link to Comment
  • Is The Tesla Model S Green? [View article]
    Not all emissions are the same. Tailpipe emissions are terrible and cause all kinds of harm. The emissions are in CLOSE proximity to where the MOST people breath therefore causing the most harm.

    Take a look at any large global city. The air ranges from terrible to unbreathable.

    We haven't even gotten to CO2
    May 10, 2013. 12:14 PM | 1 Like Like |Link to Comment
  • Is The Tesla Model S Green? [View article]
    Glenn,

    It's a shame that you don't take the time to use facts to refute those who take issue with Mr. Weiss' writing. Resorting to ad hominem attacks of "troll" "dumping excrement" and then making totally unfounded allegations of our writing being "a few trolls with multiple handles [] employed by Tesla."

    This cannot be the best we have to hope in a rational discussion of the pros and cons of EVs.

    I'll pose a question to you. What is green?

    Less CO2 or less tailpipe emissions?

    Take a look at Beijing, Rio, London, LA. They are all dealing with the rapidly growing fleet of cars and trucks, which emit the small particles most harmful to human health.

    People live near these emissions. 75% of our citizens live in cities breathing exhaust fumes.

    We may argue around the edges of efficiency (I believe the grid is getting greener i.e. wind and solar), but we both AGREE that CO2 is dropping as time elapses. Not so much with TAR sands and deep drilling the Arctic.

    Please comment Glenn, but if you aren't a bot paid by Big Oil & Coal then keep it rational.
    May 10, 2013. 11:54 AM | 1 Like Like |Link to Comment
  • Tesla Motors - Spectacular First Quarter Report Is A Game Changer [View article]
    @pylt

    Don't forget that once Tesla installs it's autopilot system, you can share your car to make some extra money or can have it drive you around while you surf the net or take a nap.
    May 10, 2013. 11:16 AM | Likes Like |Link to Comment
  • Tesla Motors - Spectacular First Quarter Report Is A Game Changer [View article]
    @Dennisg13

    Actually Tesla calls the $580 your "effective" payment.
    May 10, 2013. 11:13 AM | 1 Like Like |Link to Comment
  • Will There Be Big Waves From Tesla's Earnings Announcement? [View article]
    @bbor55

    love your enthusiasm. Agree with everything.
    Two things:

    1. Even though the Model S costs $62k-$100k, the reduction in fuel costs alone bring it down to a Top 5%. So even larger numbers of people where the cost value makes sense (assuming that they can do simple math).

    2. X launches in 2014 or ~1 year.
    GenIII launches in 2016-1017 or ~3-4 years
    May 8, 2013. 01:50 PM | 1 Like Like |Link to Comment
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