Tesla Earnings Preview: Watching Model S Sales And Gross Margins [View article]
Let's see now. We'll manufacture an all electric battery powered car with a 300-mile range (What are you- nuts?) and we will build it in California (Now I know you are nuts).
I really cannot blame those who shorted the stock!
"They said it couldn't be done. But he, poor fool, didn't hear them and did it anyway." That describes Elon Musk. PayPal, Space-X, and now Tesla.
Whatever the numbers on Wednesday next, I intend to remain long on TSLA.
You write "Existing power grids are simply not built to transmit the variable power levels supplied by renewable energy sources." but everywhere I go I see wind generators and solar power plants (private and commercial) that are connected to the grid. Yes they are varying voltage devices and their output is converted to be compatible with the grid. Please get your facts straight.
Also, grid energy storage is in its infancy but it is being done.
Price Action Is Silly: Buy AT&T For Income At A Fair Price [View article]
I am nowhere in your class, Robert, when it comes to analyzing companies and their stocks. But I have been watching a couple stocks lately (T is one of them) and it appears to me that stock price is made up of (a) fundamentals and (b) emotion. Fundamentals you can calculate. Emotion often defies logic! Emotion is driven by rumors, rumors of rumors, and numerous stock blogs which may or may not know what they are talking about.
I bought T for its dividend and its century old reputation. You are right, Robert, this $2 drop is hard to explain. My guess (it really is a guess) is that after the panic wears off the $2 will be returned to the share price.
Tesla Patent Applications Reveal Next Generation EV Technology [View article]
I grew up on vacuum tubes and retired before cellphones and serious Internet, so don't tell me what "can't be done". The various metal-air batteries have a lot to offer once they get tamed (like color copiers and 3D printing and DNA and other impossible sciences).
For what lithium-air batteries could do, see the last page of my report at http://bit.ly/QmH4JF
Is This The Right Time To Short Tesla? [View article]
As you say, Ed, all those who shorted TSLA will someday have to buy it back. And most of them sold at far less than today's price. The buybacks will tend to push the stock upward.
Musk's finance option kills several birds with one stone: 1. Obviously it will make a model S affordable to many who do not have $100K in their pocket. 2. The (eventually) repurchased model S will be available for durability inspection- how is the car holding up? 3. The repurchased model S will eventually provide a source of (reconditioned?) used cars affordable to many more buyers.
Cassina, this reminds me of the many "red flag laws" enacted in the late 19th century at the dawn of the horseless carriage in an attempt to avoid scaring horses and their riders by the NOISE of the vehicle! Some of the language is a dumb as this proposal. See http://bit.ly/10e0X6c for the details on this.
Time To Buy Tesla: Cash Flows Turn Positive And Federal Probe Not An Issue [View article]
The technical side is Tesla's production of a fully featured, full sized electric automobile with the range and performance of any internal combustion engine (ICE) automobile out there. This is fascinating to watch and, if I had the price to buy one, would be fun to drive according to those who already have.
The threatening and nasty side is the effect this will have, not just to the entire petroleum industry, but to the sheiks and dictators who profit handsomely from their sales of crude oil.
It is not the 20,000 model S sedans that will do this, but the 20 million more electric cars that will follow. They will change the game.
Time To Buy Tesla: Cash Flows Turn Positive And Federal Probe Not An Issue [View article]
In many ways Tesla is a threat to all the other automakers. While the others stick their toes into the EV waters, Tesla has jumped in without a life jacket---and is swimming well, indeed very well. Tesla's cars and charging stations are a game changer for the whole automotive industry. I imagine quite a few people might have hidden agendas against Tesla. Washington bureaucrats play those games for recreation.
Personally, I have been lied about, in print, to the public on two unrelated occasions (and survived the attempts). In each case I was a threat to someone. And I am only a systems engineer, not a CEO or politician!!
I bought TSLA stock because I admire Mr. Musk's vision and his current track record. Go Tesla!
Electric vehicle roundup: 1) Fisker taps former GM chief marketing officer Joel Ewanick to be its new chief commercial officer. 2) General Motors (GM -0.6%) will debut an all-electric version of the Chevrolet Spark at the L.A. Auto Show this week. 3) The Mercedes Benz (DDAIF.PK) B-Class Electric Drive is slated to hit North America in 2014 after recording solid demand and interest abroad. The model utilizes the battery from the Tesla (TSLA -1.5%) Model S. [View news story]
I predict the future of the automobile to be electric propulsion and battery power. While the Tesla model S has proven the concept, batteries with higher energy density will come along as the market develops. The recharging infrastructure will also develop with the market. Everything from rising tides, falling water, solar, wind, and fossil fuels will be used to make that electricity.
The first 50 years of electronics was based on the vacuum tube and led to radio, color television, and infant computers. Fifty years ago the transistor showed promise but lacked performance. But today, who uses vacuum tubes?
Just months after it began shipping the Model S, Tesla (TSLA +1.4%) says it plans to raise the price of the luxury electric sedan, and might also make some features that now come standard part of optional packages. The Model S, which has a starting price of $49.9K, has received solid reviews. [View news story]
Demand exceeding supply? Wouldn't Chevy love to have this "problem" with the Volt?
The Tesla Motors (TSLA -0.1%) Model S hits Germany to public acclaim as the automaker looks to start selling in the nation sometime next year. Unlike the U.S. where the company is a bit of a political lightning rod, Tesla expects to be very well-received across Western European nations. The bigger question for its European aspirations will be how big the luxury EV market actually is with auto demand cratering across the continent. [View news story]
You say, "...how big the luxury EV market actually is ..." and I say if the luxury EV market can be judged by the size of the private yachts, the size of military vessels, I saw in Spain several years ago then the luxury EV market is huge in Europe. And, yes, high taxes double (and more) the price of petroleum fuels in Europe compared with the US. Of course, the price of electricity I saw in Germany was also double the US price!
Tesla Q3 Earnings Preview: Supply Chain Issues Cloud Near-Term Outlook [View article]
I just checked to be sure, and all my ICE cars have door handles and floor mats and sun visors. So this does not appear to be an EV issue, but a new product design issue. Heck, even Toyota had an infamous floor mat issue recently.
My TSLA stock purchase was fueled by my respect for what Mr. Musk has achieved to date. The stock price now reflects investor emotion, but real profits are expected down the road. I can wait.
Tesla Q3 Earnings Preview: Supply Chain Issues Cloud Near-Term Outlook [View article]
Glad you picked up on that door handle issue, Herman. Good specifications, good product inspection, and picking a supplier with a good reputation for quality can help a lot with "supply chain issues". Also, paying for the parts in full and on time can be a big help! Maybe Mercedes or BMW or another high-end auto maker can offer some pointers on this. But maybe that would be helping the competition?
Tesla Earnings Preview: Watching Model S Sales And Gross Margins [View article]
Tesla Earnings Preview: Watching Model S Sales And Gross Margins [View article]
I really cannot blame those who shorted the stock!
"They said it couldn't be done. But he, poor fool, didn't hear them and did it anyway." That describes Elon Musk. PayPal, Space-X, and now Tesla.
Whatever the numbers on Wednesday next, I intend to remain long on TSLA.
Tesla's Matrix Moment [View article]
Also, grid energy storage is in its infancy but it is being done.
Price Action Is Silly: Buy AT&T For Income At A Fair Price [View article]
I bought T for its dividend and its century old reputation. You are right, Robert, this $2 drop is hard to explain. My guess (it really is a guess) is that after the panic wears off the $2 will be returned to the share price.
Tesla Patent Applications Reveal Next Generation EV Technology [View article]
For what lithium-air batteries could do, see the last page of my report at http://bit.ly/QmH4JF
Tesla's Steve Jobs Trade [View article]
Is This The Right Time To Short Tesla? [View article]
Musk's finance option kills several birds with one stone:
1. Obviously it will make a model S affordable to many who do not have $100K in their pocket.
2. The (eventually) repurchased model S will be available for durability inspection- how is the car holding up?
3. The repurchased model S will eventually provide a source of (reconditioned?) used cars affordable to many more buyers.
Could This One Thing Derail Tesla? [View article]
Time To Buy Tesla: Cash Flows Turn Positive And Federal Probe Not An Issue [View article]
The threatening and nasty side is the effect this will have, not just to the entire petroleum industry, but to the sheiks and dictators who profit handsomely from their sales of crude oil.
It is not the 20,000 model S sedans that will do this, but the 20 million more electric cars that will follow. They will change the game.
Go Tesla!
Time To Buy Tesla: Cash Flows Turn Positive And Federal Probe Not An Issue [View article]
Personally, I have been lied about, in print, to the public on two unrelated occasions (and survived the attempts). In each case I was a threat to someone. And I am only a systems engineer, not a CEO or politician!!
I bought TSLA stock because I admire Mr. Musk's vision and his current track record. Go Tesla!
Electric vehicle roundup: 1) Fisker taps former GM chief marketing officer Joel Ewanick to be its new chief commercial officer. 2) General Motors (GM -0.6%) will debut an all-electric version of the Chevrolet Spark at the L.A. Auto Show this week. 3) The Mercedes Benz (DDAIF.PK) B-Class Electric Drive is slated to hit North America in 2014 after recording solid demand and interest abroad. The model utilizes the battery from the Tesla (TSLA -1.5%) Model S. [View news story]
The first 50 years of electronics was based on the vacuum tube and led to radio, color television, and infant computers. Fifty years ago the transistor showed promise but lacked performance. But today, who uses vacuum tubes?
Just months after it began shipping the Model S, Tesla (TSLA +1.4%) says it plans to raise the price of the luxury electric sedan, and might also make some features that now come standard part of optional packages. The Model S, which has a starting price of $49.9K, has received solid reviews. [View news story]
The Tesla Motors (TSLA -0.1%) Model S hits Germany to public acclaim as the automaker looks to start selling in the nation sometime next year. Unlike the U.S. where the company is a bit of a political lightning rod, Tesla expects to be very well-received across Western European nations. The bigger question for its European aspirations will be how big the luxury EV market actually is with auto demand cratering across the continent. [View news story]
Tesla Q3 Earnings Preview: Supply Chain Issues Cloud Near-Term Outlook [View article]
My TSLA stock purchase was fueled by my respect for what Mr. Musk has achieved to date. The stock price now reflects investor emotion, but real profits are expected down the road. I can wait.
Tesla Q3 Earnings Preview: Supply Chain Issues Cloud Near-Term Outlook [View article]