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EVfan12

EVfan12
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  • Duke Energy to convert North Carolina coal plant to nat gas for $1.1B [View news story]
    Actually we can run on 100 percent renewables, MIT proved it using current prices in their models. But truth is natural gas will still be around for a while, but I think it will become far less profitable and eventually almost obsolete within 20 years.
    May 22, 2015. 01:18 PM | Likes Like |Link to Comment
  • Westmoreland Coal, Cabot JV to double carbon manufacturing capacity [View news story]
    This is good for the environment, but probably not a growth industry as solar and wind are replacing coal power generation at a rapid rate now and the rate is only going to increase. Good to see Cabot is partnering with graphene maker XG Sciences though. Graphene will play a big role in battery and solar technology goong foreward. I'd like to read more articles on seeking alpha that discuss this division within Cabot.
    May 22, 2015. 08:35 AM | Likes Like |Link to Comment
  • First Solar - The Trough Is In [View article]
    Remember cost per watt is not always linked to efficiency, the chinese mass production flooding of the market with lower efficiency, lower cost per watt panels is proof of that.
    May 22, 2015. 08:16 AM | Likes Like |Link to Comment
  • Tesla's Share Price Means That Everyone Else Is The Winner [View article]
    how much will hydrogen cost compared to electricity?
    May 21, 2015. 11:03 AM | 1 Like Like |Link to Comment
  • 10 Global Wind Power Companies [View article]
    "You might as well burn the dirty coal, capture the emissions, feed the CO2 to algae under cultivation and make clean liquid biofuels in the process." - - - - waaaaay too much of a hassle my man!!!
    May 19, 2015. 08:05 PM | Likes Like |Link to Comment
  • Tesla Vs. Porsche - Tales Of Growth [View article]
    How about ongoing loan repayments to repay loans taken out for CAPEX needs earlier on? Can you cut CAPEX debt repayments tomorrow?
    May 19, 2015. 07:48 PM | Likes Like |Link to Comment
  • Tesla Vs. Porsche - Tales Of Growth [View article]
    Alberto, in addition to hypothetically freezing capex spend to test would-be profitability at this present moment, you should also factor in the debt they owe which was initially taken out to fund CAPEX. I don't have the numbers at my finger tips right now, but that number should be included too if it was also used to fund CAPEX (as opposed to just what they used from revenue to fund CAPEX).
    May 19, 2015. 07:45 PM | Likes Like |Link to Comment
  • Tesla Vs. Porsche - Tales Of Growth [View article]
    Surfer, how about a modified Nissan Leaf while you wait for Tesla's truck? :-)
    May 19, 2015. 05:48 PM | 1 Like Like |Link to Comment
  • Tesla Vs. Porsche - Tales Of Growth [View article]
    Frank, you can't compare the Prius to Tesla model S as they are in completely different segments, the model S is more luxury and has a much further all electric range, thus being more expensive and selling less models than Prius. The upcoming Tesla model 3 will be a far better comparison to the Prius, but I'm sure you knew that didn't you?!!! (PS - the year 2000? So you admit the Prius had a four head start over Tesla?)
    May 19, 2015. 05:34 PM | Likes Like |Link to Comment
  • Tesla Vs. Porsche - Tales Of Growth [View article]
    Frank, Porsche may be growing, but at much slower rate than Tesla as they have been around much longer and are more established.
    May 19, 2015. 05:31 PM | 1 Like Like |Link to Comment
  • Tesla Vs. Porsche - Tales Of Growth [View article]
    "What single move could Porche do to best compete with Tesla?" - Become fully electric too!!!

    Tesla has executed on it's plans - and good plans - almost ever since it was created as a company. I too would have build the roadster and model S first (maybe skipped the roadster if possible).

    The only thing I would have done differently if I was Musk, up to now, would have been to build the giga-factory instead of (and with the money used for) the model X - and then build the model 3 instead of the current timeline for the giga-factory (as completion of giga-fac may have already been completed by then in place of model X). Then build model X last. This would have made it a stronger competitor to the Nissan Leaf and also allowed the model S to still compete well in the luxury sedan segment as it is currently doing.
    May 19, 2015. 05:20 PM | 1 Like Like |Link to Comment
  • 2 Incremental Positives For Tesla In California [View article]
    Finally Logical Thought, something you said that actually makes sense. On a different topic, yes there will be more competition for Teslas newer cheaper electric car that will be coming out soon, and their technology may even be as good as Tesla, but they will.be limited to only MAKING a set amount. Why you ask. So as to produce just enough to put Tesla under pressure, but not enough to canibalise their own non-electric ICE vehicle sales. Can they produce enough, or rather the perfect amount to succeed at this tricky task is the question. I don't think they can. Especially because all Tesla will have to do to counter them is produce more cheap electric vehicles than them, which cant be the difficult as they only produce those types of cars for a start and are set to massively ramp up production with help from the upcoming giga factory. Plus the minimized the risk of the giga factory by selling battery packs now as well which should also grow massively with the g.factory. It will take some time, but there's no stopping Tesla now!!!
    May 15, 2015. 04:41 PM | 4 Likes Like |Link to Comment
  • First Solar: Prospects Remain Bright Despite Disappointing Quarter [View article]
    jayvie, investors think that way (at least some if them), but electricity prices depend on coal prices, not oil prices in reality. Oil prices have more of an affect on electric car sales, but in the same way the affect is not as much as mist people think because even a lower oil price is still 'high' in historical terms...
    May 13, 2015. 05:08 PM | Likes Like |Link to Comment
  • Tesla: 3 Drivers Of Long-Term Powerwall Sales Growth [View article]
    Natural gas, and destroy the environment and ground water through fracking chipdoctor???
    May 11, 2015. 06:43 PM | 9 Likes Like |Link to Comment
  • How Are The CPO Sales Going For Tesla? [View article]
    Who in their right mind would sell a Tesla model S in any case, unless they wanted a better one from Tesla!!! :-)
    May 4, 2015. 06:34 PM | 3 Likes Like |Link to Comment
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