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  • If You're Selling Tesla Over 5K Cars, You're Missing The Bigger Picture [View article]
    The Big Miss by the market was with regard to the potential sales of Tesla Energy; Musk suggested $500 million for 2016, and "5 to 10 times" that in 2017. He also agreed that 30% gross margins were possible. On 126 million shares at a 25% margin, that's $12/share in operating income! Hello? And the market worries about $300 million in sales being pushed from the 4th quarter to the 1stQ2016??

    Add a second Big Miss: Regarding the Uber comment, what I heard was Adams suggesting was that rather than supplying Uber with their entire fleet - big news that that is - Tesla might consider its OWN fleet of autonomous cars in competition! Musk says, "very insightful" observation and "I guess I shouldn't comment". Can there be any question that Musk will seriously consider vertical integration right to the operating of a fleet of autonomous cars? He has sought to eliminate the middle men in every business in which he has been involved!
    Aug 7, 2015. 02:35 AM | 3 Likes Like |Link to Comment
  • Tesla: The Only Thing 'Luxury' Is The Company's Stock Price [View article]
    Ya think?? The shorts are crying uncle!, grasping at straws. Compare a mass production vehicle like the Model S or X at less than $100,000 versus a Ferrari at $750,000 plus making 250 cars a year or something? Come on, the guy is REALLY stretching his credibility, such that he had any left.
    Jul 10, 2015. 03:00 PM | 14 Likes Like |Link to Comment
  • How A Part-Time Uber Driver Can Buy A Tesla [View article]
    I have a good friend who was picked up by a taxi - maybe Uber? - in Amsterdam: brand new Tesla Model S. Driver couldn't stop talking about it!
    Jun 20, 2015. 08:29 PM | 2 Likes Like |Link to Comment
  • Apple Hit By Ongoing Disaster At Sharp [View article]
    What Apple "sells" is its ecosystem, not the hardware. Whatever Sharp does or does not do isn't going to impact Apple and its TV product. It will be a system, not hardware. My guess is that Apple hasn't been able to tie down its content suppliers on terms which make the Apple products unique and very profitable.
    May 15, 2015. 11:04 AM | 7 Likes Like |Link to Comment
  • Net Metering Leaves Tesla Home Battery Storing A Lot Of Hype [View article]
    Almost all of the utilities who provide net metering limit the amount of capacity they will tie into their grid. Many have put expirations on their agreement to net meter out five to ten years. Batteries are an ANSWER to this problem!
    May 1, 2015. 02:12 PM | 3 Likes Like |Link to Comment
  • More Proof That Tesla Is Conserving Batteries [View article]
    Your statement that battery packs are now $1,000 per kWh is far off the mark based upon recent inquiries I have been making. The standard at the moment seems to be about $400/kWh with differing technologies in beta testing at $160 per kWh. Then there is the obvious point: if $1,000 is the cost, the 85D would have $85,000 of cost in batteries alone. Tesla isn't making the batteries at this point, so there is something wrong with your math.
    Apr 21, 2015. 11:47 AM | 3 Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    Has the author heard of a company called Apple? Based upon the author's comments, he is comparing the Blackberry or Nokia phones to the iPhone 6+. That is, he is comparing Apples to Lemons. Does he REALLY think that Tesla buyers will shy away from the car because it is 3" wider?? Be gravitated TOWARDS it is more like it. And this new GM car is not a competitor and won't be a competitor for at least three years; what do you think Tesla is going to have to offer in three years? Musk has already said that they'll be at 450 miles within a couple of years, and that with a luxury car that knocks the socks off any luxury sports vehicle on the earth, in every way possible: looks, features, performance, safety, resale value, service, upgrades, improvements. You name the important factors in owning any car and Tesla is better at it than anything around. I'm not planning on cancelling my orders for 5 of the Model Xs to add to the two Model S's (a 2012 P85 and a 2015 P85D).

    But the obvious truth is that Tesla is in competition with no one. There is no one taking sales away from anyone else in the luxury car field. It represents a small fraction of the automotive business, and if price were the determinate issue, Ferrari would have never sold its first car much less become a leader in the industry.
    Jan 11, 2015. 08:43 PM | Likes Like |Link to Comment
  • If You Own A Tesla Model S, Just Don't Dent It! [View article]
    All I would say is to attach the following (was not able to attach pdf) for some repairs done on my 2012 a couple of weeks ago, after 12,000 miles; a few dings, new tires, fixed some minor body damages and did the annual maintenance. Total bill: $2,017. Hardly a rip off, and while their labor rate is somewhat high, at $175/hour, it isn't that bad.

    I was so upset and decided to show Tesla! I just took delivery of my 2014 P85D. AWESOME!!

    Dec 24, 2014. 02:28 AM | 4 Likes Like |Link to Comment
  • What Does Tesla Have In Common With Commodore International? [View article]
    There is one HUGE difference, and that's the total market for their products. Commodore dominated the market with huge market share at the beginning and thus was in a position to be the target of competition. Tesla, if it achieves 100% of its goals through 2020 will still only be less than 1% of the 80,000,000 market, a market which is likely to be closer to 100,000,000 in 2020. It will be many, many years before financial waves coming from Tesla jumping into the pool will impact or even be felt by other automakers.
    Dec 3, 2014. 01:43 PM | 5 Likes Like |Link to Comment
  • Update: Tallying Up Model S Sales Up To August And Its Implications [View article]
    Ever driven one? You'll never be found yawning again! Keep in mind, please, that initially Tesla/Musk intended to switch the Model S line over to Model X, and the Model X was supposed to come out at the end of 2013. Now why do you suppose they decided, instead, to continue to run the Model S line parallel with the Model X? No shortage of orders for the Model X, either.

    Enjoy your short positions! You must be masochists!
    Sep 16, 2014. 04:32 PM | 4 Likes Like |Link to Comment
  • Tesla And The Dilution Misconception [View article]
    You do not take into account that if new share are issued for options issued within the last year and shares to BE issued in the future will be at something greater than $200 per share. There will only be dilution if options are exercised at prices well below the tradings price. It is unlikely that we will see anything like the dilution we have seen in the past couple of years.
    Aug 31, 2014. 01:09 AM | Likes Like |Link to Comment
  • Tesla Short Interest Hits 2014 Low [View article]
    Should you not consider the fact that while the percentage of the stock float short has declined somewhat the total dollar volume of the short position has increased 500-1000%. It seems like that is a lot of DOLLARS to be short, and that's what is at risk: the MONEY they are "short", not the shares of stock.

    Also, do you take into account the fact that there are likely a large number of shares short "against the box" so to speak; that those with restricted stock - say venture capital funds or employees - have borrowed stock to sell against shares that they hold? Isn't it likely that a large number of the short interest is really not of the "float" and really doesn't represent shares that must be repurchased?
    Aug 27, 2014. 03:21 AM | 6 Likes Like |Link to Comment
  • A Sneak Peek At Apple's Earnings [View article]
    Has anyone seen whether Apple is doing any research into the use of graphene in their products?
    Apr 20, 2014. 04:18 AM | Likes Like |Link to Comment
  • Model S sales level off [View news story]
    How accurate has the AutoData been in the past?
    Apr 8, 2014. 02:35 PM | Likes Like |Link to Comment
  • Dumb Investment Of The Week: Tesla Motors Stock [View article]
    Comparing Tesla to other automobile companies and suggesting that we "know" what margins can be because they are in the same industry is like comparing Sears to Amazon: they are both in retail sales, but what does that tell you about margins?
    Mar 4, 2014. 11:39 AM | Likes Like |Link to Comment