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  • Apple Stock Split: 2 Theories [View article]
    Apple's presentation at the wwdc highlighted the fact that they, more than any other company, are fully committed to easy communication among all their platforms. This interconnectivity and ease of use is setting the stage for dominance in the digital age and we are witnessing the long-range plans for Apple. The next hardware announcement, coupled with an increase in the dividend post split, should garner a somewhat higher PE ratio and set the stage for inclusion of Apple in the DOW.
    Jun 5 01:14 PM | 1 Like Like |Link to Comment
  • Going Natural: The Solution To Tesla's Graphite Problem [View article]
    Interesting, especially in view of the fact the Western Lithium CEO indicated that the Tesla people were scouting around in NV for a possible site for the GIGA factory.
    Mar 25 04:47 PM | Likes Like |Link to Comment
  • Tesla Brand Is Crown Jewel To Big Automakers [View article]
    Tesla is an idea. Ideas often have legs. Routine predictive metrics don't always correlate well with ideas. Porsche is an idea, an expensive one. It has been around for some time. Its legs are long. The Porsche idea continuously morphs into new versions. But the idea remains. Their new, soon-to-be-released low-cost SUV will see how well an expensive idea migrates downward. It will give us a clue as to the viability of the proposed Gen III.
    Dec 9 11:54 AM | 1 Like Like |Link to Comment
  • Why $600 Will Soon Be In Apple's Rearview Mirror [View article]
    Not much new here, but an extremely well written survey of some of the major reasons why Apple is an extremely good buy at these levels.
    Dec 9 07:18 AM | 5 Likes Like |Link to Comment
  • Can We Estimate The Size Of Tesla's Backlog And Current Demand? [View article]
    Tesla has published a list/diagram of its subcontractors, giving special acknowledgement to those whose reliability and quality are exemplary.

    But let me not deprive you of doing your own spadework now that we have given you a clue.
    Dec 9 06:41 AM | Likes Like |Link to Comment
  • Can We Estimate The Size Of Tesla's Backlog And Current Demand? [View article]
    A little bit of research will find the Tesla subcontractors. A bit more will discover which are sole suppliers of their respective component(s). Dig deeper into the readily available information from these suppliers will get your answer. No guess work, no vague assumptions, no magic. Just old fashioned investigative spadework.
    Dec 7 07:36 AM | 3 Likes Like |Link to Comment
  • For Tesla, 3 Factors Have Shifted Momentum [View article]
    The stock market is so rife with corruption and manipulation that most explanations of pricing based on irrational exuberance versus sound fundamentals seem naive.
    Nov 24 03:26 PM | Likes Like |Link to Comment
  • Understanding Tesla's Life Threatening Battery Decisions [View article]
    The Lithium Ion batteries in the Tesla are safe. High speed undercarriage impacts can be minimized, as Tesla has done, by programming the vehicle to ride an inch or so above the ground at speed. A super high Strength deflector, in the form of a V with its point facing forward placed in front of and level with the undercarriage of the battery, can deflect objects away from the battery. This bolt on addition does not demand a recall, but is something that can be addressed during a routine service visit.
    Nov 22 04:10 AM | 5 Likes Like |Link to Comment
  • Tesla Motors sees pickup trucks in its future [View news story]
    It's time to honker down and focus on building the brand through quiet, consistent accomplishment and conservative guidance. Less is more from here on out is a good policy to follow.
    Nov 14 08:37 AM | Likes Like |Link to Comment
  • Tesla Motors sees pickup trucks in its future [View news story]
    I wonder if the #1 safe car in the US can be the only car with a fire suppression system built in without acknowledging implicitly or explicitly that their 3 fires were a real issue instead of just flukes. This would put TESLA on the forefront of safety and perhaps strongly suggest that ICE manufacturers should, at least, provide a fire suppression system along with seat belts and crumple zones, etc. to buyers interested in the maximum in safety.
    Nov 13 12:41 PM | Likes Like |Link to Comment
  • All That Matters With Tesla [View article]
    We agree fully with your observations. When the trend is up on a game-changing event, exuberance over facts dominate. Musk's comments, in all venues, while often seemingly off-the-cuff, carry great import and must be attended to carefully. For example, he describes the Gen 3 car as 'cool'. He has also described it as a 'baby S' and his chief designer has indicated that he has taken some liberties in emphasizing the electric component of the design, liberties he did not take with the S because he did not want it to be so 'cool' it might be off putting to purchasers. Now suppose that pictures of the 'cool' Gen 3 are offered to the public in late October - with indications that there is no apparent impediment to achieving the goals stated earlier. What do you think would happen to the price of the stock then?
    Sep 13 01:56 PM | 10 Likes Like |Link to Comment
  • Putting Tesla Motor's Gargantuan Battery Supply Problem Into Perspective [View article]
    Detroit must become the battery capital of the world. I remember when it was the automobile capital of the world. Create a Federal Enterprise zone, eliminate all taxes, do everything to support that venture and watch how fast things can happen.
    Sep 6 04:27 PM | Likes Like |Link to Comment
  • Tesla's Crushing Battery Supply Constraints [View article]
    All of the above assumes no breakthroughs in battery design, chemistry, etc. Major breakthroughs are bound to happen, with low-cost, light-weight, energy dense, rapid charging batteries produced with unlimited constraints. All over the globe corporations, universities, and private research facilities are at work to make that happen. It's just a matter of time.
    Aug 26 03:38 PM | 5 Likes Like |Link to Comment
  • Tesla Motors could lose some zero-emission credit revenue [View news story]
    For a number of reasons, Tesla is the only 'game in town' for many institutions who are prepared to hold long. Here are just two reasons: 1) Gen III will be a Tsunami that will roll over the 30-40K market and 2) Apple or Google will pay a premium (whatever the price is) to add Tesla to their holdings as Musk moves on to other conquests.
    Aug 5 10:35 AM | 1 Like Like |Link to Comment
  • How Tesla Has Already Built A $40,000 Electric Sedan [View article]
    Conceptually, separate the car from the battery. Buy the car, short term lease the battery.
    Jul 18 11:03 AM | 2 Likes Like |Link to Comment