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R0ll1ngSt0ne

R0ll1ngSt0ne
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  • BMW's I3 Electric Car Is No Threat To Tesla's Model S [View article]
    That comment about carbon fiber helping race cars survive 200 mph crashes is absolutely ridiculous. Carbon fiber brings ABSOLUTELY no additional safety to the car constructed out of it. The main safety features of any car are a roll cage strength COMBINED with crumple zones. Roll cage protects driver from direct impact and crumple zones absorb the energy of the impact.

    Model S has extremely strong system of steel bars - it is built like a tank. It passed compression test with 3x nominal pressure - breaking the test press in the process. The crumple zones are also second to none - Model S has large frontal crumple zone due to absence of any heavy machinery under the front hood.

    On the other hand, i3 is just another potential coffin on wheels - almost no frontal crumple zone. I'm sure it will make the best of its size - but that best will not even come close to Model S in the event of frontal collision.
    Jul 31, 2013. 09:23 AM | 8 Likes Like |Link to Comment
  • Tesla Motors: Overvalued And A Strong Short Candidate [View article]
    Bigger than Fiat? Easily! You seem to be missing the point that this is a disruptive company with a product that beats all other automotive products hands down. Just read Consumers Report review.
    May 28, 2013. 10:33 AM | 3 Likes Like |Link to Comment
  • In Summary, The Tesla Model S Is A Dirty Car [View article]
    Nathan, we are not discussing solar panel cost efficiency here, are we? I thought that this was about Tesla being inherently "dirty"?

    I see you assumed about 10% efficiency of the solar panels? You definitely don't see anything wrong with skewing your numbers your way, calling them "conservative". The average efficiency is about 15% in the market. Also, Santafe didn't say whether 2000W number takes inefficiency into account already, which actually would translate into about 14,000KWh per year.

    By the way, although solar panels still cost a lot (with average solar installation paying for itself in about 8 years) - solar installation usually adds to house resale value about 2/3 of its price.
    May 13, 2013. 05:19 PM | 3 Likes Like |Link to Comment
  • Though Tesla Motors (TSLA -9.2%) CEO Elon Musk is taking the hardest loss today on the automaker's tumble in share price, Daimler (DDAIF.PK) is also suffering with its 4.7% stake in TSLA making it number two on the list while Toyota (TM -1.1%) also has a stake. Interestingly, Musk says he won't ask the big boys for more money but will fund Model X SUV production through profits. Look for issues of Tesla cash flow to be a major topic in 2013. (transcript[View news story]
    I am not sure where you are getting your facts. Did you even read the call transcript? They have about 200 million left in cash, first of all.

    Also, Q4 was the last quarter of the ramp-up expenses. It is expected that sales will double in Q1 of 2013, while expenses will be halved.

    Since Tesla is in the middle of it's first profitable quarter - continuing to short it will amount to financial suicide.
    Feb 22, 2013. 11:51 AM | Likes Like |Link to Comment
  • Though Tesla Motors (TSLA -9.2%) CEO Elon Musk is taking the hardest loss today on the automaker's tumble in share price, Daimler (DDAIF.PK) is also suffering with its 4.7% stake in TSLA making it number two on the list while Toyota (TM -1.1%) also has a stake. Interestingly, Musk says he won't ask the big boys for more money but will fund Model X SUV production through profits. Look for issues of Tesla cash flow to be a major topic in 2013. (transcript[View news story]
    Not to mention that Tesla sales for Q4 of 2012 are about HALF of the planned sales for Q1 of 2013. Twice the sales and about half the expenses with translate into a narrow profit in Q1 and significant profits through 2013.
    Feb 22, 2013. 11:51 AM | Likes Like |Link to Comment
  • Tesla Motors (TSLA) CEO Elon Musk is out with a blog post defending the range performance of the Model S. After putting out a combative series of tweets on the test drive of a Model S detailed in the New York Times, Musk goes even further with detailed charts and accusations of the objectivity of the NYT reporter. "When the facts didn’t suit his opinion, he simply changed the facts." [View news story]
    I think you are missing the point. The issues is not that he run heater or was speeding. He LIED about what he did during the review. He deliberately undercharged the car. Can you blame a GAS car for dying on you if you only fuel it half-way for a 400 mile trip, then refuse to fill up even though the gauge says you are running on vapors? How is this different? If a gas car runs out of fuel- it's driver is an idiot. If electric car- batteries are at fault?
    Feb 14, 2013. 12:05 PM | 5 Likes Like |Link to Comment
  • Why Selling Tesla Shares Makes Sense As The Model S Is Launched [View article]
    One more thing the author has missed. If you read Tesla reservation policy- it DOES NOT ALLOW "scalping" of the reservation. You cannot sell your place in line to someone else. If you cancel your order or someone else takes it over- they go back to the end of the line.

    Additionally, the number of reservations is growing "at a healthy rate" (to quote Musk) and the number of cancellations are MINIMAL. When you put down a $5000 deposit- you are very sure to proceed with the purchase.

    So, this entire article is based on a number of false premises and is thus irrelevant.
    Jul 5, 2012. 08:10 AM | 10 Likes Like |Link to Comment
  • Tesla: Model S Launch Marks The Start Of An Empire [View article]
    The large jump in production capability is due to the fact that Tesla no longer outsources Roadster body production to Lotus (which had very limited capability), but builds Model S body IN HOUSE, at NUMMY factory capable of 500,000/year output. The current production line is already capable of cranking out 5000/year- that with artificial slowdown to keep any surfacing issues in check as cars get delivered to customers.
    Jun 20, 2012. 12:50 PM | 1 Like Like |Link to Comment
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