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ursf

ursf
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  • Tesla, Are We About To Be Surprised? [View article]
    L.T., seemingly starting to get very desperate at finding negative things about anything Tesla. Nothing very logically thought, in my opinion, other than trying to counteract a long and painful shorting experience. Not that I try to claim that the current valuation make a lot of "traditional" sense. But it has been there, for whatever reason, long enough to prove it's case. Unless something really bad happens to the company or its cars (which I don't expect), I don't see why the price should go much below $200 (maybe $180). Of course there will be volatility. But much more exciting news are expected to come out on a regular basis. Staying in, staying long.
    Jul 24 10:18 PM | 18 Likes Like |Link to Comment
  • Tesla: Secret Bullish Guidance In Plain Sight? [View article]
    pdb100: I agree with your arguments about necessary ranges. It is a rational argument. However, unfortunately the typical car buyer doesn't look at it that way. There are still your countless critics out there who even think the Model S range of about 265 miles is insufficient. It's called range anxiety. Every person I meet with my Model S asks me that very question: How far can you go? People seem to more often make emotional than purely rational decisions when buying a car. They want to cover the 7% as well.
    Jul 16 11:55 AM | 2 Likes Like |Link to Comment
  • What's Next For Tesla [View article]
    S&P does not rate stocks. I rates debt. A lot of people do not seem to understand that difference.
    Jun 2 08:58 AM | Likes Like |Link to Comment
  • Tesla's Q2 Earnings Will Be A Massive Disappointment [View article]
    If you have "this dreadful addition to fact", how about starting to acknowledge the facts which have actually taken place in the past, contrary to your predictions? That way we don't have to fight over the future, of which you never seem to believe anything until it actually happened, as you are admittedly very skeptical. So why don't you start a history blog instead of trying to interpret future facts which you never believe, in the case of Tesla/EM. I am sorry, but so far your outlooks on this name have not been very useful to investors.
    May 9 10:11 AM | 4 Likes Like |Link to Comment
  • Tesla's Q2 Earnings Will Be A Massive Disappointment [View article]
    Last time I checked I think they called this American capitalism, trying to get the best possible deal. Glad to be a long term shareholder.
    May 8 12:01 PM | 6 Likes Like |Link to Comment
  • Tesla's Q2 Earnings Will Be A Massive Disappointment [View article]
    "Tesla's gigafactory will ever progress beyond the trial balloon phase. It has no partners. It has none of the required technical expertise."

    Wow, that is the best one the author has written today! I will have to save this quote. How long until I can re-post it to remind everyone how utterly wrong this author has been about anything Tesla/EM so far? A few weeks? A couple of months?
    May 8 11:16 AM | 3 Likes Like |Link to Comment
  • Tesla's Q2 Earnings Will Be A Massive Disappointment [View article]
    I never said he did it alone. But he got it done. Without walking on water as I have apparently been accused of believing. Put differently, please name another person who has achieved similar feats (with the help of scientists, engineers, factories and decades of effort, if you will).
    By the way, did you see the recent video where one of Space-X rockets (grasshopper) lifts off, hoovers for 6 seconds some 500m in the air and then proceeds back to a slow, safe soft landing on the launching platform? I suggest you go to their website and recognize the writing on the wall.
    May 8 11:08 AM | 6 Likes Like |Link to Comment
  • Tesla's Q2 Earnings Will Be A Massive Disappointment [View article]
    I did the math, thanks. And I got the greatest car (which keeps getting rejuvenated, better) I ever owned as a reward of buying the shares (against your advice) and sold, some of them, at triple the price. Never said EM walks on water. What do You think we walks on, hot air? Lots of achievements to show for, and against this notion. Just one example: There are 4 unites who managed to fly payload to the international space station: The US, Russia, China, and...... Elon Musk. Did you think I said he walks on water? I did not, but it comes interestingly close.
    May 8 09:12 AM | 15 Likes Like |Link to Comment
  • Tesla's Q2 Earnings Will Be A Massive Disappointment [View article]
    Put simply, the author just does not like EM. It really seems to be personal. (And why did it take me so long to come to this conclusion?)
    No value added by this posting. Whenever something positive takes place (1Q), there is an immediate dash to predicting a bleak future by this author. Over the past years he has been very consistent about Tesla and its imminent future: Consistently wrong.
    May 8 09:03 AM | 17 Likes Like |Link to Comment
  • Tesla - 20 Key Risks That Longs Are Ignoring [View article]
    19) EV vehicles more costly to maintain than ICE vehicle? Where did you get that one. Please substantiate. This argument is certainly totally puzzling this Model S driver and I would like to understand what I am missing, in your view.
    Apr 10 11:52 AM | 17 Likes Like |Link to Comment
  • Silence On Gigafactory Partnerships Suggest Tesla Might Be A Near-Term Short [View article]
    cparmerlee: I DID call it far-fetched. Even if there is a low probability for this to happen, from an investment strategy point of view, I would not want to be caught with a short position if Apple (or Google, as mentioned by others) will be mentioned in the next press release on the Gigafactory. In my view, the potential for a material decline in share price due to non-information about the GF is much lower than the jump it will take after an update on the partners.
    Apr 10 10:18 AM | Likes Like |Link to Comment
  • Silence On Gigafactory Partnerships Suggest Tesla Might Be A Near-Term Short [View article]
    "Demand is imploding" ? Do you really totally disregard China and the rest of the world? Wow. Good luck with the short investment.
    Apr 10 10:09 AM | Likes Like |Link to Comment
  • Silence On Gigafactory Partnerships Suggest Tesla Might Be A Near-Term Short [View article]
    Yes, what I am going to say may be very far-fetched. But if the next announcement will be about Apple joining in with 1 - 3 bn (remember, they don't know what to do with their $160bn and there have been some talks between these two companies late last year), I would not want to be on the short side.
    Apr 9 11:51 AM | 5 Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    JP, really? Such as your statement "Based on my knowledge and experience I see a perfect storm brewing for Tesla." on 6/2/12?

    Or: "I don't believe in superheroes and I haven't read a graphic novel since I was an adolescent. I plan to watch this train-wreck unfold from the sidelines. I'll be the first to congratulate Tesla and Mr. Musk if they can meet their lofty goals, develop sustained product demand and build stockholder value. I won't be holding my breath over the risk of a stewed crow dinner." 6/15/12?

    Or: "With the last week's successful completion of a $196 million follow-on offering, Tesla is no longer teetering on the edge of insolvency. It is, however, trading at a dizzying 13 times book value based solely on green hype that isn't supported by the underlying facts." on 10/8/12?

    Or: "A friend of mine recently quipped, "I felt a sudden disturbance in the Force, as if a million unborn electric vehicles suddenly cried out in pain and then were silent after the State of the Union address last night." Support from the auto industry is fading fast. Politicians are backing away from electric drive like scared crawfish. The mainstream media is beginning to understand the costs and performance limitations and customers are beginning to share their personal horror stories. Meanwhile, the Iron Man is sounding more like Richard Nixon with each passing day as he monitors legions of potential enemies and launches shrill and vitriolic PR campaigns against writers who speak the inconvenient truth with clarity." 2/15/13?

    Or: "In light of Tesla's recent financing transaction, I have to update my prior conclusion. I now believe that Tesla would be an interesting speculative stock at a price of $10 to $15 per share. At prices in the $90 range it remains a sucker's bet with limited upside and unlimited risk." on 5/22/13?

    Or: "Tesla's stock has been a ton of fun for investors over the last three years as it rocketed from an IPO price of $17 in June of 2010 to a current price in the $170 range. Now the story is starting to unravel as analysts, bloggers and the financial media start pulling loose threads in the emperor s new clothes that are invisible to those unfit for their positions, stupid, or incompetent." 8/26/13

    or: "Now that the EV landscape is beginning to bear a striking resemblance to a Christo and Jeanne-Claude artwork with red flags everywhere, I think it's high time for sensible investors who care about growing their portfolios and avoiding losses to carefully weigh the huge downside risks of all those red flags against the limited upside opportunity in Tesla's common stock." 9/1/13?

    Or: From the 11/7/13 article you titled "Tesla's Painfull Journey into the Valley of Death" : "Frankly I'm amazed that it took this long for Tesla to hit the Peak of Inflated Expectations since I've been cautioning my readers about the hype cycle since Tesla's stock price was in the low $30s. I guess that just goes to show that I'm great at identifying bubble stocks but my crystal ball isn't very good at predicting when a bubble will burst."

    I could go on, but I think I may have made my point on why I do not agree with your statement that "My facts have always been spont-on accurate." Excluding from this the predicted price performance of Tesla's stock is not very helpful as I think that is what most people visiting this site actually and ultimately care for.
    Apr 8 10:58 AM | 14 Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    JP, I don't think you would. By that time you would (again) predict the company's bankruptcy.
    Apr 8 10:30 AM | 2 Likes Like |Link to Comment
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