EVfan12

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  • Tesla Motors (TSLA) Elon Reeve Musk on Q4 2015 Results - Earnings Call Transcript  [View article]
    Not the best public speaker, but he damn well knows how to make cars!!!
    Feb 11, 2016. 02:46 AM | 10 Likes Like |Link to Comment
  • Tesla Motors aims high with 2016 guidance  [View news story]
    PS - Model S deliveries increased 76% year on year in Q4
    2015. It would appear the X is not cannabilizing S sales, although the number of X models sold last year was small and began late in the year.
    Feb 10, 2016. 05:25 PM | 3 Likes Like |Link to Comment
  • Tesla Motors aims high with 2016 guidance  [View news story]
    Cloister, try not to be so sarcastic. You hold a masters in Biomedical Engineering, I certainly hope you don't consider the exclusion of X in "X-chromosome" a minor mistake as well.
    Feb 10, 2016. 05:12 PM | 7 Likes Like |Link to Comment
  • Tesla Motors aims high with 2016 guidance  [View news story]
    59.1% Y/Y revenue growth for 2015!!!
    Nearly 60%, NICE!!!

    Next year this time it will be another 50% on top of that, or higher due to the new Model X picking up...
    Feb 10, 2016. 05:08 PM | 13 Likes Like |Link to Comment
  • Tesla Motors aims high with 2016 guidance  [View news story]
    SA editor - your made a typo when you wrote above:
    "Tesla Motors (NASDAQ:TSLA) announces that it expects to deliver between 80K and 90K Model S and Model vehicles in 2016."

    You left out the letter "X".
    Feb 10, 2016. 05:00 PM | 7 Likes Like |Link to Comment
  • Tesla misses by $0.99, misses on revenue  [View news story]
    59.1% Y/Y revenue growth!!! Nice!!!

    Next year this time it will be closer to 100%, or higher due to the new Model X picking up...
    Feb 10, 2016. 04:58 PM | 2 Likes Like |Link to Comment
  • Tesla misses by $0.99, misses on revenue  [View news story]
    59.1% Y/Y revenue growth!!! Nice!!!

    Next year this time it will be closer to 100%, or higher due to the new Model X picking up.
    Feb 10, 2016. 04:53 PM | 10 Likes Like |Link to Comment
  • The Tesla Bubble Bursts  [View article]
    The spending on Tesla's charging network is now almost complete. This also frees up cash for other CAPEX spending instead. Not many people have factored that in to the complete picture.
    Feb 9, 2016. 05:13 AM | 4 Likes Like |Link to Comment
  • The Tesla Bubble Bursts  [View article]
    PS - 4 Billion in backorder = approximately 1 billion in profit margins (before further CAPEX spending of course).
    Feb 8, 2016. 05:48 PM | 7 Likes Like |Link to Comment
  • The Tesla Bubble Bursts  [View article]
    "Deposits do not equal conversions" - maybe not 100%, but to a large extent they do. A lot of buyers waited for their model S order patiently, WHICH THEY EVENTUALLY TOOK DELIVERY OF.

    Even if you wanna call Tesla buyers a cult following, cult followers want their "stuff".
    Feb 8, 2016. 05:44 PM | 6 Likes Like |Link to Comment
  • The Tesla Bubble Bursts  [View article]
    If I understand a revolving credit plan loan correctly, then he can draw again on it - up to the amount he has already paid back (kind of like a credit card, but at a lower interest rate and no need to "re-apply" for new credit from scratch each time). Correct me if I am wrong though.
    Feb 8, 2016. 05:37 PM | 3 Likes Like |Link to Comment
  • The Tesla Bubble Bursts  [View article]
    I agree.
    His analysis is also short on detail / facts.

    Furthermore, his analysis does not take developments like this into account:

    Lithium Sulfur batteries have now been commercialised by Oxis Energy in the UK and Sion Power in the US. Up to five (5) times the energy density of regular lithium ion batteries.

    Elon Musk should dedicate a portion of the battery Gigafactory to producing them under license. In this way, if they have real life problems, it will be limited to a smaller amount of vehicles. Then, over time, they can make less regular batteries and more and more of these ones as they prove themselves...

    Even if it's the same energy density now, the price is significantly cheaper because of how cheap sulphur is compared to the current materials used. I believe it uses less less lithium as well.

    Regarding Oxis lithium sulfur batteries:
    "An energy density of 400 Wh/kg is forecast for 2016."
    See: http://bit.ly/1W7qQBs
    (As of 2014-10-19 - the cells in Model S currently offer a specific energy of 233 Wh/kg due to the NCA chemistry and high-density electrodes. This is roughly 50% greater than the current industry standard, exemplified by the LEAF at 155 Wh/kg. - See: http://bit.ly/1zvtAM3)...

    I believe the battery has been tested inside a high altitude UAV already. Between now and 2019 they are doing a lot of tweaking to further improve the energy density. Airbus and other big players are also involved. Oxis Energy website: http://bit.ly/1W7Abt8
    Sion Power: http://www.sionpower.com
    Feb 8, 2016. 05:33 PM | 11 Likes Like |Link to Comment
  • Credit Suisse positive on Tesla production progress  [View news story]
    My thoughts exactly Bizlike!
    Feb 8, 2016. 05:15 PM | 1 Like Like |Link to Comment
  • Credit Suisse positive on Tesla production progress  [View news story]
    The people waiting for their X waited much longer at that stage, than those waiting for the S, due to the x being so delayed, so (if I remember correctly) that is why Musk went full steam on the X for a while, even at the (temporary) expense of the S. (I think due to them sharing production line - 50 percent X was not enough in his mind, since X was so far behind S in deliveries - he really values loyal customers and wants them to know that)
    Feb 8, 2016. 05:13 PM | Likes Like |Link to Comment
  • Tesla Motors partners with Swedish utility  [View news story]
    Maybe for EV's yes, but they have already made working prototypes which have passed real life testing. Their EV version is not far off.

    The point is they are further than ever before.
    Basically at the point of commercialization for some types of their battery.
    Feb 8, 2016. 05:08 PM | 1 Like Like |Link to Comment
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