Seeking Alpha

Bryce_in_TX

Bryce_in_TX
Send Message
View as an RSS Feed
View Bryce_in_TX's Comments BY TICKER:
Latest  |  Highest rated
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    Marketlost,

    Not invested in Tesla in anyway. I have been attacked before by Teslaites in regards to the non-GAAP accounting. However, I am seeing the same thing with "da bears". Comparing Tesla to Enron, i.e setting up some mysterious leasing company not mentioned in their SEC reports, is over the top, IMO. Now this nonsense on the SCs, (my opinion), as being representative of a major problem.

    To keep it in perspective I think you have to look at the behavior of Tesla in seeking to remedy the problems such as drivetrain and other issues of early production of a car with that of GM. Tesla is replacing the drivetrains, not just repairing them, at their expense, not the customers. Other issues are similar. Tesla is knocking their fanny out trying to remedy the manufacturing problems at their own expense.

    Then look at GMs response to such problems. GM is not in the same league as TEsla, and if you want to compare ethics, still not in the same league, IMO. Links below to back up what I am saying.

    http://cnnmon.ie/1sAxFSm

    http://bit.ly/1sAxFSo

    Part of the reason GM went belly up, IMO. Things have changed? Uh huh. Time will be the judge of that. I am skeptical.
    Jan 14, 2015. 10:38 PM | 3 Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    "Bryce_in_TX writes: '... And a glass roof, are you joking me? How does that work in states like Texas with 100 plus degree days in the summer? A glass roof has got to lower your range, I would think, because your A/C is working harder. '

    Don't people pay a couple of $K extra for the panorama glass roof on the Model S?
    And when that $K panorama roof is opened, doesn't that lower the range even more?"

    You missed the part about there appears to be no protection in an accident in the cab from the front of the Bolt. What is going to protect you, aesthetics aside?


    Tesla's safety rating is top notch.

    http://onforb.es/1kIqEb2

    http://bit.ly/1sAnVaM
    Jan 14, 2015. 09:34 PM | Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    Yes GM has a real car that frankly is butt ugly. What I see from Tesla thus far is good design and aesthetics that appeal, as well as unmatched customer service. I would hope that to continue with its other Models. If it does, I think the Model III (granted we haven't seen it yet) will sell at a premium to the Bolt. Musk has not gotten sloppy or cut corners thus far in the design of his cars. (I can't say that for GM, either the Bolt or the Chevy Corsica I owned, whose paint chipped and ruined the resale value of the car. That was a widespread problem on some GM cars, the Corsica in particular.) He seems perfectionistic which bodes well for the customer.
    Jan 14, 2015. 09:20 PM | 2 Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    "Don't people pay a couple of $K extra for the panorama glass roof on the Model S?
    And when that $K panorama roof is opened, doesn't that lower the range even more? "

    You can get sunshades for the Model S panoramic roof which blocks most of the sun. Is that going to be an option on the Bolt also? I personally would go for a sunroof which can completely be covered, like our Accord sunroof, but I would never go for an entire glass roof, Model S or Bolt. It gets too hot in the summer for that where I live.

    http://bit.ly/1sAkn8m
    Jan 14, 2015. 09:15 PM | 1 Like Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    @tomfrompv,

    "And why are reports of problems with SuperChargers not representative?"

    AT present because there is no link provided to the quote and it is ONE person, that's why. Put up or shut up. Provide links. Why should anybody take a bear's word without statistically valid evidence? Put it in perspective for us. Show us the links where there are problems, then show what percentage that is of the overall situation. If you can't do that, then it's not representative of anything, is it, but rather just an invalid bear argument.
    Jan 14, 2015. 09:03 PM | 3 Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    "Tales like ChipDoctor describes are all over PlugShare commentary."

    I don't take your word for anything regarding Tesla because they are ALL negative. Please provide the links so we can evaluate it ourselves.

    Are PlugShare outlets provided by Tesla or some other entity? Are these charging places part of Tesla's supercharging stations or additional places one can charge? Let us all evaluate the evidence for ourselves, not just your biased (IMO) comments.

    Here's a positive link with a good report about charging a Tesla and a bad report about the Nissan Leaf. Yet I don't view the negative report about the Leaf as a widespread problem or try and poopoo the Leaf as an inferior product. My personal opinion is that you guys are over the top negative about Tesla because you aren't objective in evaluating the company.

    http://bit.ly/1sAh4xU
    Jan 14, 2015. 08:52 PM | 2 Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    "Given all the comments I reading about cold weather charging issues (on the Tesla Owner forum), it appears that charging at home is the only reliable spot to do so (assuming you have a heated garage, not outside). "

    Instead of taking your word, which I consider has a slant to the negative based on all your past comments about Tesla, how about providing links to the alleged "all the comments I reading about cold weather charging issues (on the Tesla Owner forum)" so all of us can make the assessment ourselves?

    And I agree with Peter, it seems a waste of time to go out of your way to charge for free at a SC when you can do it at home.
    Jan 14, 2015. 08:47 PM | 4 Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    chipdocotor,

    How about providing a link to your source? I think you are overplaying the negative aspect of owning a Tesla. The Leaf has had problems as well, but I view those like I view Tesla's, minor growing pains. How about a link so we can all evaluate it?
    Jan 14, 2015. 08:43 PM | 1 Like Like |Link to Comment
  • The Crude Oil Slump Is Also Temporary From A Demand Standpoint [View article]
    I think oil will go to below $40 before it starts to rise again. I see no need to jump in at this point. Production is going to continue to rise until about the middle of 2015. And when the price of oil does start to rise again, once oil hits $60 or about there will be more supply added to the market, meaning we may not see $100 a barrel oil for many years to come. There is an overabundance of supply which we have not had before thanks to fracking and new technology to extract oil and gas. It's a new paradigm as far as oil is concerned, IMO. I bought Schlumberger call options when SLB was around $88. It was too early. Hoping just to break even by Jan 2017.

    See how production is still increasing. It is expected to continue outpacing demand through first half of 2015. No rush to get into oil.

    http://1.usa.gov/SjNtRD
    Jan 14, 2015. 08:00 PM | 1 Like Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    Blue Sky & Sunshine,

    The Chevy Bolt is very ugly to me. Aesthetics count for something. And a glass roof, are you joking me? How does that work in states like Texas with 100 plus degree days in the summer? A glass roof has got to lower your range, I would think, because your A/C is working harder. And what about safety? Virtually no distance between the cab and front end. And more glass in an accident sounds like a train wreck to me.

    To me the Leaf is miles ahead in aesthetics. Assuming Musk designs a Model III that is aesthetically appealing and GM releases the Bolt as it looks now in 2017, the Model III should be able to sell at a premium to the Bolt. Other entries into this space may hamper this, but other entries are yet to be seen. By 2017 I would anticipate the battery to have at least 15 to 20% improvement in range due to increases in technology. As it stands now, I would have to give the advantage to Tesla. They have an installed base of super chargers nationwide which is increasing as time passes. By 2017, long distance travel may be an appealing feature of the lower cost EVs.
    Jan 13, 2015. 10:44 PM | 2 Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    "Bryce_in_Tx: Interesting links. Just out of curiosity, what is "pairing" of charger bays?"

    The links are from pot pie's post. It's obvious by reading them he's not that objective.

    The same juice is shared by two bays, as I understand it, so you want to be the first in to two empty bays, I would guess. But apparently if a second car begins charging after you drive in there will be some sharing of the juice. Here are some links for more info.:

    http://bit.ly/1u36pNf

    http://bit.ly/1u36osD

    http://bit.ly/1u36osF

    Tesla still faces considerable challenges. In 2008 they almost went bankrupt. A miscalculation could wind them up there again. And they are learning about manufacturing cars as they go, so naturally there are going to be mistakes and errors in judgement. But, Musk appears willing to absorb the costs of this learning process and not make Model S owners bare the costs. I hope they can generate sufficient cash flow to manufacture the Model III. Time will tell. I was more negative on Tesla at the start, but I have learned a lot from the bulls on the forum. I'm also learning from the bears. But, I am hoping that Tesla will succeed. I can't say that about the bears.
    Jan 13, 2015. 10:24 PM | 5 Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    "Post-Christmas weekend travel is typically heavier than normal. Not surprised by your report. Thanks for posting. "

    http://bit.ly/1xX0jNS

    "Oh, the horrors! Someone had to wait for a spot to open up on the weekend after Christmas. "

    http://bit.ly/1xXERs8

    The first example was during the holidays, meaning not typical everyday. Jeez.

    In the second, there was a total of 3 hours charge time. You state that you can fill 350-400 miles in less than 5 minutes, but who travels 600+ miles with one stop of 5 minutes in an ICE? Not me. I would have to stop twice for about 20 minutes just to stretch my legs and rest a little on a long drive like that. You are probably going to stop to eat as well on the trip. So, you are looking at around an hour and 5 to 15 minutes at least of rest time on the trip in an ICE. So, it takes longer, yes, but it's not as bad as what you portray. An extra hour and 45 minutes is substantially longer if you are on a 2000-4000 mile trip and you have 3-6 days to travel (like my round trip from TX to OR and back), but not that much longer for one day's travel, as in the example you cited. And there is no cost to your "fuel" versus an ICE. And trips like what I did are few. Try again.
    Jan 13, 2015. 03:31 PM | 2 Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    fiwiki2,

    I don't consider your argument credible. Tesla paid back the loan, end of story. The article you quote is junk, IMO.

    GM's Bolt, Nissans' Leaf also are partially funded by tax subsidies. What's your point about the tax subsidies for Tesla?
    Jan 13, 2015. 01:54 AM | 3 Likes Like |Link to Comment
  • Two Good Signs For Tesla At CES This Week [View article]
    cparmerlee said,

    " It is probably the case that GM will sell at a small loss or about break-even to treat this as a halo car at the outset. There just isn't any room for profit for Tesla, and no scenario that gets them to 500,000 or even 200,000."

    After seeing GM's Bolt, I am not impressed. It has an ugly shape to it. I like the Nissan Leaf a lot better, but the leaf has about half the range. I don't think the Bolt will compete well with what Tesla designs. Musk seems perfectionistic, that is he doesn't just throw something together like it appears GM has just to have a 200 mile range vehicle out for sale. I don't know what the Model III will look like but I would anticipate something much better in looks than the Bolt. I think Musk will be able to price his car at a premium to the Bolt just because I anticipate it will aesthetically look much better than the Bolt.


    "2) The premise behind the GF was economies of scale, a 30% advantage, industry dominant scale. and the ability to bully other car makers into depending on Teals for their battery supply. Every element of that strategy is now impossible. They have no partners, no funding, no customers, and no cost advantage. Just a $5 Bn liability. Meanwhile it looks like LG is becoming that dominant player with or without "giga" sized factories."

    Panasonic appears willing to provide funding as the GF is built, plus I anticipate Musk can issue stock as well. I think there will be customers for a $35 to $40K Model III because I anticipate it will look much better than the $30k bolt. Tesla is known for style, good looks, and customer satisfaction at almost any price. If the Model III is aesthetically appealing, it can sell to a premium of the ugly Bolt. As far as looks, GM has set a low bar for it to be beat.


    "3) The $30K 200-mile car clearly defines a role for EVs that is far more rational than the long-distance SC-hopping vision so many people here seem stuck on. Out in the real world virtually nobody sees EVs as long-distance vehicles. A nominal 200 mile (practical 140 mile) range is ideal for a second car, city car, or commuter car."

    I think the real world is changing. I would anticipate batteries to get 400 miles per charge in the next 5 years, maybe 3, and for the smaller battery of the Model III to be upgraded to 250 to 300 in that time frame. Having SC stations certainly doesn't hurt and I think it will help the Model III sales and hurt the Bolt sales. Having a 200 mile range Mode III would enable people from my city to travel to Ft Worth or Dallas (100 to 120 miles) for shopping for free or just a few bucks of electricity. I think you are too negative on Tesla.

    The Bolt is just ugly. Some may buy it for economy, but $30K is a lot to pay for an ugly car. Nissan's Leaf is much more aesthetically appealing. I anticipate Tesla will come up with something aesthetically appealing as well.
    Jan 13, 2015. 01:38 AM | 2 Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    "Meanwhile...Tesla updates method to close frunk because so many owners have dented it"

    No dented frunks in the link. Try again.
    Jan 12, 2015. 04:47 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
2,989 Comments
3,903 Likes