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User 6267481

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  • Detroit Auto Show: The Good, The Bad, The Ugly And Tesla [View article]
    @surfer
    You're making some bold speculative calls.
    I would encourage you to read some other research on oil beyond Pickens. Goldman Sachs put out a piece a few days ago explaining why oil could stay at these levels for many more years.

    Regarding Model 3, by the time it launches (which nobody officially knows), there will be several other automakers with 200+ mile electrics in the $30-$40K range...and the other automakers will not need Tesla's charging network.
    Jan 19, 2015. 02:37 PM | 2 Likes Like |Link to Comment
  • Detroit Auto Show: The Good, The Bad, The Ugly And Tesla [View article]
    @surferboard,
    Are you able to tell the future?
    If you do your research on GM, you will read they are doing many things to keep them around for another 100+ years. Instead of listing the points for you, I think you should do your own homework. But, if you're only interested in believing in the Tesla cult story, then I wish you luck...there is no point in trying to have a conversation.
    Jan 19, 2015. 02:27 PM | 2 Likes Like |Link to Comment
  • Detroit Auto Show: The Good, The Bad, The Ugly And Tesla [View article]
    Are you able to list some reasonable points that support TSLA's valuation? Don't talk to me about 2025 forecasts.
    Jan 18, 2015. 04:04 PM | 2 Likes Like |Link to Comment
  • Detroit Auto Show: The Good, The Bad, The Ugly And Tesla [View article]
    Yeah, and so are 10 other automakers.
    Jan 18, 2015. 03:56 PM | 1 Like Like |Link to Comment
  • Detroit Auto Show: The Good, The Bad, The Ugly And Tesla [View article]
    TSLA has no diversity to it's portfolio or vision. Not a prudent investment for most investors, at this time.
    Jan 18, 2015. 02:54 PM | 1 Like Like |Link to Comment
  • Detroit Auto Show: The Good, The Bad, The Ugly And Tesla [View article]
    Anton, excellent article. Thank you for sharing so many observations and information. Please keep it up!

    Regarding TSLA, you're doing a great service to the investing community by articulating your doubts. For some reason, Wall Street has accepted TSLA's 2025 forecast to justify recent/current valuations. Even though TSLA is already significantly off it's highs, the continued risk to TSLA seems to be to the downside, and is probably not appropriate for most investors to buy, at this time, because looking at things objectively, the story of TSLA really does not add up, and does not make sense (especially after Musk's "press conference" last week).

    If TSLA fans are honest, they know the difficulties and competitive pressures facing TSLA in the next 2-3 years (and beyond). For current valuations to be supported over the next 2-3 years, TSLA will have to continue growing Model S, refresh Model S, launch Model X, launch gigafactory that starts producing lower cost batteries, launch Model 3, build-up distribution, build-up service, and begin leveraging a growing business to execute lower costs. All of these things need to be done flawlessly in the next 2-3 years to support current stock valuations. Maybe Musk and Tesla get half way there in the next 2-3 years?? So again, the risk to TSLA seems to be to the downside.
    Jan 18, 2015. 02:22 PM | 4 Likes Like |Link to Comment
  • I Have Concerns Regarding American Capital Agency After The Dividend Announcement [View article]
    With global capital flows continuing into U.S. gov't bonds, yields are being kept down. This could end up being a very stable and very profitable time for AGNC (for several more years).
    Jan 17, 2015. 10:34 PM | 2 Likes Like |Link to Comment
  • Tesla's Catastrophic And Contradictory Press Conference [View article]
    I think "out for now" made a good point regarding gigafactory...we will need to see if battery cost comes down as Musk has said before it is annointed as a great success. Also, we'll have to see if Tesla sticks to their price target on model 3.
    Jan 17, 2015. 02:36 PM | 1 Like Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    Old companies like GM that have been around for 100 years have paid tremendous, staggering amounts of taxes and have helped build the U.S. into the global economic powerhouse that it is today, AND have helped create/contribute to a very high standard of living that Americans enjoy today...so a little perspective helps when you try to criticize such companies.
    Jan 17, 2015. 02:16 PM | Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    I thought Musk said that because he needs the lower cost batteries that the gigafactory is supposed to supply? So the model 3 cannot come out before the gigfactory is complete, correct? And, won't the model 3 need to be tested before with the gigafactory batteries before it can be sold?
    Jan 17, 2015. 02:12 PM | 1 Like Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    Control modules inside the electrical arch of a vehicle do not crash.
    Jan 17, 2015. 02:08 PM | Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    When you normalize for price, the Volt also offers exceptional quality and longer range, but for a much lower price. Sure the Model S is a "higher class" vehicle, but it is over twice as expensive.

    If Bolt follows the lead of the Volt in terms of high quality, then Tesla will have a strong competitor.

    Musk said Model 3 will not come out until after gigafactory. And, gigafactory will not open for 2 years. When the factory is complete, Tesla will need to test batteries in the Model 3...unless you know otherwise, it seems like the Model 3 is at least 3 years away. If that is true, it is possible that the Bolt could be out a full year before the Model 3.

    So, I think the Bolt will be a force for Tesla to reckon with.
    Jan 15, 2015. 11:47 PM | 1 Like Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    Excellent points. Not a good stock for investors at this level.
    Jan 15, 2015. 11:37 PM | Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    Tesla is 1/3 of 1% the size of GM.

    Microsoft software crashes all the time. Car's computers virtually never crash. Cars are much more complex than anything Microsoft has ever made...bad analogy.

    The Volt has exceptional quality. So, if the Bolt follows suit and launches before the Model 3, then you might be wrong. Musk said the Model 3 will come out after the gigafactory...if the gigafactory opens in 2 years...then Tesla needs to do testing with the gigafactory produced batteries...seems like Model 3 could be a few more years. If Bolt comes out a year before the Model 3 with good quality, then I think that could be a serious blow to Tesla.
    Jan 15, 2015. 11:17 PM | 2 Likes Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    Careful investors. TSLA is the biggest pump and dump scheme I have ever seen. Way overvalued. People supporting TSLA on this (and other message boards) are desperate to keep the stock price high.
    The author's message is very wise. Tremendous risk for TSLA in terms of their margins potentially falling significantly starting in 2017.
    Jan 12, 2015. 10:20 PM | 5 Likes Like |Link to Comment
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