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  • Tesla's Crushing Battery Supply Constraints [View article]
    Those of you who like to trash Mr. Petersen's comments ought to go through his articles and read exactly *why* he believes that particular stock is worth putting his money into -- which he did. (His disclaimer says so.)

    And those of us who read Zero Hedge know that during the Tesla short squeeze, institutional investors (not unlike Morgan Stanley) gleefully unloaded their shares onto retail investors, and are no doubt "predicting"/declaring a $312 future share price because they failed to unload all their Tesla shares last spring. (Why people aren't suspicious of Morgan Stanley's "expertise," or their motives, I have no idea.)

    /Axion Power is currently at $0.20, but has the support of major car manufacturers like BMW. The cars/trucks/city buses that will benefit from micro-hybrid technology are already on the road. Have we all forgotten the "buy low, sell high" part of buying stock?
    Mar 10 01:28 AM | 1 Like Like |Link to Comment
  • Understanding Tesla's Giga-Scale Battery Challenges [View article]
    The proper thing to do is call the dog ugly and the children stupid.
    Before we dismiss (OTCQB:AXPW) as a loser with no hope... consider this:

    This is a link to the share price chart for (AAPL), courtesy of Google finance. Between 2001 and 2003, the proper thing to do would have been to call the dog ugly and the children stupid.

    It is obvious that Steve Jobs developed a rational strategy to keep Apple afloat. Here is JP's summary of why AAPL has risen from the ashes:

    AXPW has support from the likes of BMW, who want to develop a partnership with it for its micro-hybrid technology. Yes, the share price is low; I have the Seeking Alpha tech app, so I can check its price every day. There is nowhere to go but up for Axion.

    Elon Musk, on the other hand, admits that he will need someone to (pretty please) build him a "gigantic" factory to build more batteries (if his hoped-for consumer demand becomes a reality). Without that giga-factory, he won't be able to manufacture the most important component of his car's propulsion system. This may present an insurmountable problem.
    Dec 2 07:46 AM | 1 Like Like |Link to Comment
  • Understanding Tesla's Giga-Scale Battery Challenges [View article]
    So for millions, is an amazing car!!!....

    Are you implying that millions of people are going to own Tesla products in the future (near or distant)? Is that supposed to fool people into thinking this car is a permanent fixture to the automotive landscape?

    There are currently between 18,000 and 19,000 Model S vehicles on the road.

    It's not our fault that Musk paid you and other Tesla employees in shares, but don't expect us to be "the bigger fool" and take them off your hands. I suggest you sell them off soon before the next battery fire brings your share value down to earth.
    Dec 2 07:30 AM | 1 Like Like |Link to Comment
  • Dissecting Tesla's ZEV Mythology [View article]
    In that case, God help us all:

    Jury indicts former Calpers CEO for fraud scheme

    Former Calpers CEO Federico Buenrostro was indicted by a San Francisco grand jury, as was Alfred Villalobos, a former member of the pension fund's board. They were charged in connection with the scheme involving fraudulent documents related to a $3 billion investment by the retirement system in funds managed by Apollo Global Management.
    Nov 18 05:48 AM | 7 Likes Like |Link to Comment
  • Why Long-Range BEVs Are An Economic, Energy And Emissions Abomination [View article]
    Not that it matters,
    but my first flip-phone looked suspiciously like a
    Star Trek communicator from The Original Series.
    And Google Glass is no doubt someone's attempt to
    make us all dress up like Commander LaForge (actor
    LeVar Burton):

    Star Trek is ALWAYS ahead of the curve... ;D
    Nov 14 09:46 AM | 3 Likes Like |Link to Comment
  • Tesla's Painful Journey Into The Valley Of Death [View article]
    You may choose differently, but the drivers in the crashed Tesla's seem to agree with me as they have all requested a replacement Model S and seem to think that the car afforded them superb protection. In the last fire the driver even stated that the car probably saved his life.

    Forgive me for not believing the fluff that Rocket Man Musk puts in his press releases. I almost LOLed when the Tesla press release "quoted" the first survivor as saying he "couldn't wait" to get his hands on his replacement Model S. That's almost as funny as Vico Cofino's story on this board.

    The third driver "stated" that the car saved his life ... by bursting into flames?! That's good news for the old Ford Pinto.
    Nov 10 09:58 AM | Likes Like |Link to Comment
  • Tesla's Painful Journey Into The Valley Of Death [View article]
    (Apologies for the late reply.)

    Firstly, I have no real qualms with people pointing out the "fire risk" in ICEs; if it takes a recall to correct a possible fire risk, then who am I to complain? I have no great love of Chrysler...

    Secondly, as this SA contributor has just pointed out --
    -- we're talking about 21,000 Model S cars on the road, and two of them caught fire after running over debris in the road in a span of five weeks. I don't have time to calculate how many of those other brands have functioning vehicles on the road, so I don't know how many actual fires they had.

    You wrote (in a later missive):
    Yawn. Wake me when there is a Model S fire that wasn't the result of an accident or collision.

    Both of the FireTrap S Models, as we have been told, ran over "foreign objects" in the road. I'm eagerly looking forward to authorities ever finding either piece of foreign "debris" that attacked those defenseless Model S sedans, because if they find said debris, that would put to rest the question of SPONTANEOUS combustion due to a design flaw in the battery or the chemistry itself, which would be an irreparable defect. ("Excuse us, we need to make another public offering to redesign a new battery... and does anyone have a gargantuan battery plant they aren't using?")

    So let's hope for those of you trying to dump your shares that there are no more "foreign objects" lurking on our streets, waiting to attack your defenseless Pride and Joy by leaping into its underbelly, and let's hope no chronic curb-hoppers get their hands on a Model S and scra-a-a-a-pe their way to a fiery death, and then we'll see whether 100% of the Teslas need to be recalled due to "fire risk."

    I have believed for a while that your car is an eco-fraud and a rip-off. I had no idea it was a deathtrap, too.

    (BTW, I'm very amused that Tesla's press releases clearly state (truthfully or otherwise) that all the drivers in the fires immediately demanded a replacement Roman Candle S, because they were so satisfied with the searing experience.)
    Nov 10 09:47 AM | 1 Like Like |Link to Comment
  • Tesla's Painful Journey Into The Valley Of Death [View article]
    Fellows, I think Consumer Reports highest ever safety score for Tesla speaks for itself.

    Really? I thought the third Tesla battery fire in five weeks speaks even louder than that.

    Zero Hedge is having the second-last laugh here (Mr. Petersen, of course, will have the last):

    "This is the third reported car fire in the past month. So much for that "best safety rating of any car ever tested" - perhaps it really is time to inquire just what the NHTSA kickbacks were in order to go with that "objective" determination?"
    Nov 8 02:35 AM | 2 Likes Like |Link to Comment
  • Dear Tesla Bulls: That's Not How You Calculate Tesla's Value [View article]
    @suegie --
    The thing I dislike about all of these valuation articles is that they are rarely about anything but number crunching in the traditional sense of the word. When I look at Tesla, and Elon Musk, I see a company that goes where others have dared not go. With that kind of ground floor vision....

    Before you get all mystical on us, kindly remember that in order to make those cars, Tesla has to compete for raw materials "in the traditional sense of the word" with companies that want to maximize profit for themselves "in the traditional sense of the word." That means his suppliers ARE evaluating this with "traditioning number crunching", whether you like it or not. They're keeping an eye on things like consumer demand, the price of battery cells, the risks of default from leases, the exorbitant costs of a supercharger network which people expect us to believe is "free" (!) and so on.

    Even if their demand hasn't peaked (see Paulo Santos' theory about that:
    ), Tesla is likely not going to keep its much-bragged about "25% margins" if companies like Panasonic demand more money to build more facilities to make lithium batteries (which are starting to look dreadfully unsafe, as you ought to be told):

    You Tesla space cadets must have a lot of free time on your hands to craft such lofty poetry. But I refuse to be the "bigger fool" for this company's shareholders.

    (BTW -- we know that the big institutional investors are dumping Tesla stock on unsuspecting neophytes like me (!): , so they don't have any faith in his Holiness St. Elon, either. But not to worry -- Tesla has Ashton Kutcher on their side: ).

    /hopefully short TSLA before it's too late.
    Nov 7 10:58 AM | Likes Like |Link to Comment
  • Did Tesla Have A Disaster Quarter? [View article]
    I think it will drop, based on a knee-jerk reaction to the
    Schaudenfraude-inducing car fire reported from Tennessee.
    This marks the third such fire since October 2nd.
    Nov 7 09:32 AM | Likes Like |Link to Comment
  • Dear Tesla Bulls: That's Not How You Calculate Tesla's Value [View article]
    Just look at how many "like" my comment above vs. how many "like" your response. There's your answer.

    Let's not insult *everyone's* intelligence. We know this board is stuffed full of (underworked) Tesla employees who are trying to dump their shares on unsuspecting fools. Every pro-Tesla comment is "liked" to death and often harmless criticism like my own is reported as abuse, just to get it off the boards.

    Tesla must be your first job out of college. Am I right?
    Nov 4 07:37 AM | Likes Like |Link to Comment
  • Tesla to triple digits: A field visit by Goldman Sachs to Tesla Motors' (TSLA) manufacturing facility in California goes very smoothly. The investment firm didn't raise any alarm bells on Tesla's production goals and notes Tesla management thinks the automaker can sell 500K units per year when next-generation models hit the market over the next few years. TSLA +6.1% to $103.01. [View news story]
    Did you really think they would say something negative on the visit to Telsa?

    No, I don't. In fact, I'm getting an idea of how this strategy plays out.

    1. Make an investment.
    2. Publicly make an announcement stating some absurd goal of production (and subsequent demand) is now within the realm of possibility.
    3. Make no further statements, but sell of chunks of Tesla stock continuously into the hands of unsuspecting greens everywhere,
    as is evinced at this link:

    Google "The Great Tesla Rotation" or find it at ZH.
    Nov 2 08:43 AM | Likes Like |Link to Comment
  • Green Mountain Coffee: One Of My Favorite Shorts [View article]
    Blogger has not replied to one single comment in 5 days. Poor form regardless of the content of his article.

    ... Isn't it possible that he is busy managing his firm, and that he isn't a full-time blogger/pundit?

    Even those of us who aren't financial advisors have dogs to walk and kids to feed. Not everyone can build up a record of 20,000 comments like John Petersen (late of the Tesla Wars here on SA).
    Nov 2 07:15 AM | Likes Like |Link to Comment
  • Axion Power: An Extraordinary Nano-Cap Opportunity [View article]
    >>> While there are many forums where one should justifiably worry about pump and dump schemes, SA isn't one of them. >>>

    I don't have anywhere near your experience, JP, but it seems the entire flotilla of Tesla defenders are a massive pump-and-dump campaign, and they are using a whole slew of dirty tricks to maintain the facade that BEVs are the wave of the future (so to speak).
    Oct 17 09:12 AM | 1 Like Like |Link to Comment
  • Putting Tesla Motor's Gargantuan Battery Supply Problem Into Perspective [View article]

    Meanwhile, as zombies on SA tout the virtues of (,
    the smart money like JP Morgan is "working two phones"
    and dumping their stock onto unsuspecting retirees
    [SFW, link goes to ZHedge]

    The second chart was prepared with data supplied by Bloomberg, not JP.

    Be careful of that wall.
    Oct 6 09:53 AM | Likes Like |Link to Comment