Honest Jonno

Honest Jonno
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  • Notes On The Tesla Q3 2015 Earnings Report  [View article]
    Paulo you have been on the bearish thesis several years now. It must be disheartening to get paid a pittance to write these articles only to see the price move from 40 to 250. Sadly you keep focusing on a demand issue that you cannot defend.
    Nov 4, 2015. 07:57 AM | 1 Like Like |Link to Comment
  • Tesla's April Sales Begin Flowing In  [View article]
    What happened to your previous theory on weakening US demand as per your previous article. Tesla confirmed on it quarter call that US orders are up 10%.
    May 13, 2014. 08:57 PM | Likes Like |Link to Comment
  • Going Through The Tesla Deliveries Oddity  [View article]
    Simple response: Per CC: "There will be unmet demand in China in FY14". This destroys your thesis. Write all you want
    Feb 21, 2014. 08:11 AM | Likes Like |Link to Comment
  • SolarCity: A Black Box Of Mystery  [View article]
    A very balanced and rounded thesis ... NOT! "we believe SolarCity is the equivalent of a commonplace equipment leasing company that combines questionable accounting with aggressive financial assumptions to maximize government subsidiaries."
    Oct 18, 2013. 02:22 AM | Likes Like |Link to Comment
  • Nam Tai Electronics (NTE): Q4 EPS of $0.80. Revenue of $468.5M (+263% Y/Y). (PR[View news story]
    Great Q4 results. Price looks cheap vs. earnings and potential. Shame on you if you bought today on the back of strong earnings. Unusual activity in share price over the past few weeks .. Look it up. Profit taking or insider play?
    Jan 29, 2013. 02:10 AM | Likes Like |Link to Comment
  • Deutsche's U.S. team follows up on an overnight note from the firm's Japanese unit about iPhone production cuts by declaring Apple's (AAPL -2%) stock "has digested this supply chain issue and likely has lower unit production already priced in." Notable Calls is encouraged by this due to the track record of the analyst in question (presumably Chris Whitmore). Apple has bounced a little off its session lows. Cirrus Logic (CRUS -3.8%) and Skyworks (SWKS -2.9%) are faring worse.  [View news story]
    Earnings season is upon us. It will soon be time for Analysts to stop their manipulation of share price with their latest and greatest reports from "trusted sources". They cannot manipulate earnings reports! Time to shut up for a month
    Jan 10, 2013. 02:48 AM | Likes Like |Link to Comment
  • Feltl and Needham offer contrasting opinions on Cirrus Logic (CRUS -10.2%) in response to its FQ2 report and FQ3/FQ4 guidance (I, II, III). Feltl, downgrading to Hold, is worried product mix is contributing to margin pressure, not just Apple. Needham, upgrading to Strong Buy, now thinks Cirrus is getting $3.25 per iPhone thanks to higher iPhone 5 dollar content - that's $0.50 above a prior forecast, and responsible for a surging ASP. Needham believes Apple made up 79% of FQ2 sales. (transcript[View news story]
    Why is Jeff Schreiner @ Feltl the lone doom and gloom merchant on Crus. Is something else at play?
    Nov 2, 2012. 01:52 AM | 1 Like Like |Link to Comment