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EVfan12

EVfan12
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  • Tesla takes out $500M-$750M credit line [View news story]
    "Guess cash flow positive is out of the question." - yes, for a expanding company, planning lots of further expanding. They probably used existing cash flow to expand and now need money to replace that cash flow. If they simply chose to stop expanding tomorrow, all would be rosy immediately. But they are more forward thinking than that.
    Jun 12, 2015. 07:31 PM | 11 Likes Like |Link to Comment
  • Monsanto's move on Syngenta could mean move away from glyphosate [View news story]
    Monsanto is like a monopoly and bound to come crashing down. Sri Lanka has also just banned Roundup / glyphosate. Get out of Monsanto while you still can!!!
    Jun 9, 2015. 11:08 AM | Likes Like |Link to Comment
  • Monsanto's move on Syngenta could mean move away from glyphosate [View news story]
    How about organic, or God forbid natural pest control methods and no monoculture, oops, not much money in that!!!
    Jun 9, 2015. 11:07 AM | Likes Like |Link to Comment
  • Here's Why I'm Buying SolarCity And Selling First Solar [View article]
    Whose side, you make perfect sense and I agree. Too bad others are so short sighted they cannot understand such a simple concept. Or maybe they are just short (ing) the stock.
    Jun 5, 2015. 07:41 PM | 1 Like Like |Link to Comment
  • Here's Why I'm Buying SolarCity And Selling First Solar [View article]
    Which would you invest in? A big solar company sacrificing short term profits for long term growth, or a different big company sacrificing long term growth for short term profits. I think SolarCity hasn't been around as long as First Solar, so maybe slight disadvantage their as far as track record, history, reliability factor, but otherwise fairly low risk by now, with massive growth history and growth potential. First Dollars cadmium telluride cells run some risk of loosing the race against silicon cells technology wise as well, although they have done a kind of OK job of keeping up so far.
    Jun 5, 2015. 07:21 PM | 1 Like Like |Link to Comment
  • Here's Why I'm Buying SolarCity And Selling First Solar [View article]
    Even before buying a solar manufacturer, SolarCity was more than just an installer. They were a leaser of panels to the large majority of people who otherwise could not afford the upfront costs. Kind of like a bank, although a bank "leases" money and charges interest, while making little money short term, but a lot of money long term. Almost the same with SolarCity, except now they have diversified and become vertically integrated by buying a solar manufacturer.
    Jun 5, 2015. 07:07 PM | 1 Like Like |Link to Comment
  • Here's Why I'm Buying SolarCity And Selling First Solar [View article]
    People on the comments must also difference between real losses and those which are a result of cap ex expenditure for massive growth in a company that's relatively new. SolarCity was not a manufacturer until recently and could and do finance of solar projects, or residential solar leasing do be more precise. So they could just pick and choose which manufacturer they wanted to buy panels from and not get involved in the bloody price wars. They only recently bought a manufacturer to secure a stable supply as they are predicting a general supply problem worldwide soon as the glut is somewhat over now. They can still buy panels from anyone though.
    Jun 5, 2015. 06:41 PM | 2 Likes Like |Link to Comment
  • Here's Why I'm Buying SolarCity And Selling First Solar [View article]
    I tend to agree with is article, although not completely. The off grid abilities that solar city can offer (solar plus storage) are currently limited, although they do exist for certain customers and regions and are set to expand rapidly in e next few years with battery economy of scale and tech improvement driven price reductions. PS. Tesla does have an advantage over other battery PACK storage providers in at battery packs are a "byproduct" of their electric car business and will have the worlds biggest battery factory in just a few years.
    Jun 5, 2015. 06:34 PM | 1 Like Like |Link to Comment
  • Tesla's Powerwall Adds Unmistakable Value [View article]
    Why should Tesla stop growing right now, in order to be profitable like the bigger auto companies as you expect of them?...and then forever remain at about the same size, never big enough to really compete with them?

    Portatopia, your reasoning continues to be completely flawed even after you've been reading numerous comments that are similar to mine on here.
    Jun 4, 2015. 06:47 PM | 7 Likes Like |Link to Comment
  • Did Tesla Model S Backlog Fall By Half In The First Quarter? [View article]
    "And yet those low range cars are eating in to the whole pie." - not the luxury part of the pie.
    Jun 4, 2015. 11:35 AM | 3 Likes Like |Link to Comment
  • Debate stirred up over government incentives for Tesla Motors [View news story]
    If it is true that Musk has "...given money to the Democrat Senate Campaign Committee" as "billjac" stated above, then that could be suspicious/immoral, but then again, if all the other automakers are doing the same, or to an even larger extend, then I kinda understand not wanting to be left out in the cold. Especially when there is so much legislation that exists and should be removed which unfairly denies Tesla Motors the right to sell direct to the public by bypassing 3rd party dealerships. Maybe he's also trying to grease there wheels there a bit.

    PS - a bit off topic, but on the issue of profitability at Tesla, as many have already stated, Tesla could if it wanted to be profitable tomorrow by cutting it's CAPEX spend in company growth. So to say it's not profitable is technically correct, but a little disingenuous.
    Jun 2, 2015. 07:17 AM | 2 Likes Like |Link to Comment
  • Hewlett-Packard Should Be Avoided - Here's Why [View article]
    How strong are their laptop sales numbers? I suspect this will still be one of their strong points going forward, although to what degree I am not entirely sure. The PC may be dying fast, but the laptop not so much. Tablets have not quite convinced everyone yet.
    Jun 1, 2015. 02:22 PM | 2 Likes Like |Link to Comment
  • My Dividend Portfolio: Accumulating YUM [View article]
    "With close to 40% of YUM's operating income being derived from China"
    Too much invested in any one country for a multinational (especially a country like China) - even if scandals like this don't happen in China.
    May 29, 2015. 07:28 PM | 1 Like Like |Link to Comment
  • The Long Case For Domtar Inc. [View article]
    Super strong polymers (plastics) re-inforced with plant based fibre cellulose are the future in cheap, bioidegradable, strong and light weight materials for building anything from airplanes, to electric car chassis, to wind turbine blades.

    Mondi is taking big steps towards products like this and Domtar should be doing the same to offset the growing digitization of data and the decline of the printing industry - from newspapers to magazines, etc, although printing on paper will probably never be redundant entirely. See Mondi's new product made from plant pulp fibres here: http://bit.ly/1FjpPNC
    May 28, 2015. 04:40 PM | Likes Like |Link to Comment
  • Natcore Solar Update - Interview With President And CEO Chuck Provini And Director Of Research & Development David Levy [View article]
    Here is a newish article (this month) on a Finnish university doing the same things with black silicon:
    http://bit.ly/1FjfgKw
    May 28, 2015. 03:16 PM | Likes Like |Link to Comment
COMMENTS STATS
305 Comments
346 Likes