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cjcarrad

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  • Where's Tesla's Model S Competition? [View article]
    I guess the i3 might give pleasure if your eyes are closed, but it is tragically ugly. BMW's i8 is another story entirely, quite beautiful and although not a pure EV, it does have very convenient long distance range with the 3 cyl ICE running the generator. It will not compete directly with a model S though, the first year of production (about 3000 units) is sold out and it's another $50 grand more than an S. They will be in scarce supply for the foreseeable future and likely to command hefty premium pricing. Perhaps more like the Z8 or Ford's recent GT40. On technical terms and aesthetics the i8 is very compelling. But an i3? Meh. Wait for Tesla's model X and BMW will have storage lots filled with i3s.
    Apr 22 03:01 PM | 4 Likes Like |Link to Comment
  • Where's Tesla's Model S Competition? [View article]
    I see model S Teslas everywhere. Mostly pointing at me with the very recognizable front view or silently whizzing by going like Hammers (and I'm driving an M6). What I do not see are ANY new BMW 7 series, Audi 8s or Mercedes S class. In my neighborhood and nearby, a Tesla S (P85 in fact) is the obvious first choice large luxury sedan. It certainly appears that Tesla has seriously disrupted the existing luxury sedan marketplace, and as for Lexus, Acura, Equus and so forth, there are virtually none to be seen except at dealer lots. I believe Tesla is even cutting into the potential market for Quatroportes and Ghiblis. On Earth Day today, the future for Tesla is secure.
    Apr 22 12:27 PM | 5 Likes Like |Link to Comment
  • Heads Spinning Over Tesla's Tuesday News [View article]
    Interview is edited, CNBC reporters obviously biased, still working the story as a "recall", followup questions still trying to back Musk into a semantics corner. Not interested in the facts or the truth only trashing Tesla and Musk. Elon was polite and excruciatingly patient, CNBC has not backed down. The best part of the interview was Elon catching them out on when he said upgrade was sent over the air -- "more than a month ago". CNBC should have had to eat crow here but didn't. When Elon tried to change the subject to 6900 cars delivered, poof, end of segment.

    Last reading CNBC still sticking to recall dialogue and replaying it over and over. Other media picking up the false story and reporting 29,000 Tesla's recalled. It never seems to end. What is inexplicable is the constant attacks, I guess someones making money or some vested interest is under threat.
    Jan 14 05:39 PM | 10 Likes Like |Link to Comment
  • Heads Spinning Over Tesla's Tuesday News [View article]
    A Nema 14-50 is nothing more than the standard 50 amp outlet. Common to RV parks and single wide trailer parks. Sometimes used by model S owners in lieu of the Tesla proprietary devices. The recall was an abundance of caution, I have myself replaced a Nema 14-50 that had an internal arc and buzzed when a circuit was initiated. Any reporting that had magnified a very minor bit of ostensibly NOT news was obvious yellow journalism of the worst kind, but I note there have been no retractions or apologies. The media once again is attempting to take Tesla to the woodshed as they did when over-reporting the accident - caused battery fires.

    It appears cooler heads prevailed today and we longs are again rewarded for our confidence in the company, Elon Musk and the brilliance of the model S vehicle.

    Once again as Mark Twain observed a century ago, there is no law protecting us from the media.
    Jan 14 01:59 PM | 9 Likes Like |Link to Comment
  • Tesla Isn't Disruptive Nor Will It Be The Next Apple [View article]
    @Navy Man:

    Exactly

    And, first off, thank you for your service. Myself: F4J Fighter Squadron, Tonkin Gulf Yacht Club. 4 deployments, 2 Enterprise, plus Kitty and America...

    The middle east: invented countries, puppet governance, APOC from 1909 and ARAMCO from 1933.

    This really all goes back to the First Sea Lord W.S. Churchill and his oil-fired Elizabeth Class Battleships. In 1912, he led the British Government to purchase majority ownership in the Iranian oil interests. From there forward, the dominating political control wielded by big oil whether BP or Standard and the fallacious economic engine built on so-called "cheap energy" from "backward Arabs" has reached it's final chapters.

    What is left is the willful destruction of our national security, selling debt to China while the investment bankers endlessly invent new unregulated economies based on debt or robot algorhythm trading, or suspect derivatives, or carbon taxes, all the while encouraging and financing desperately tragic wars, with the bull-sh#t reasoning that we are giving "democracy" to the unwashed milllions.

    And here is Elon Musk, and Tesla as the bright shining light iluminating a possible better future. Certainly a future less reliant on the criminal natural resource cartels.

    So today, there is good reason why Tesla is regarded as "disruptive", because it is all of that and more. The disruption is to a 130 year status quo where what began as the Robber Barons monopolizing the Industrial Revolution, progressing to Edison pilfering Nicola Tesla's inventions, to the 1929 speculator market crash, and the unrecovered 2009 "Collateral Backed Securities" frauds, nevermind two recent inconclusive "Gulf Wars" ostensibly to protect big oil and their sub-contractors. While you and your shipmates risked life and limb for very modest basic pay (E5 31k annual, O5 74k annual) what did Halliburton and the rest of the Iraq contractors pay themselves in bonuses and per diem?

    The cost to young men and women in service, the daily reminders of the failures in Congress to address ANY issues of significance to We the People, all serves to explain why Tesla is seen perhaps as the only current enterprise to emerge as welcome change in America.

    Welcome and important Change. And I do not believe that GM or Ford or Toyota will ever bring meaningful change. They are in the hybrid and EV business only because of corporate CAFE average mileage constraints, the big sellers are still pickups and SUVs. And look what GM just did with the Cadillac ELR/Volt: they've priced a Chevy econobox with a Cadillac body at over $77,000.

    Aren't we taxpayers so glad we bailed out these failed luddites?

    Yes, there are those who buy and sell to gain from lucky bets in the Wall Street Casino, but they are not investing for the future, they are not part of the of the EV Revolution and few if any of the bears and shorts have ever driven a Tesla let alone would own one. Many long term investors in Elan Musk's vision, most likely could buy multiple Model S's from what they've gained just watching the shorts cover in the past 6 months.

    Tesla is the future today. And this is what some of us are invested in.

    Non sibi sed patriae
    Nov 4 07:16 PM | 14 Likes Like |Link to Comment
  • Tesla Is Grossly Overvalued... Right Here, Right Now [View article]
    Perhaps the sky fell......on him.
    Oct 25 02:18 AM | 6 Likes Like |Link to Comment
  • Will Tesla Design New Vehicles In Time To Prevent More Devastating Battery Fires? [View article]
    I guess I could just be unresponsive, but this thread has animated a lot of subscribers.

    So, indulgent? Yes, I am cheerfully enjoying an indulgent lifestyle having invested early in TSLA, AAPL, MNST, and many others.

    Self serving? Yes, I seek verifiable information to gauge my investment decisions.

    Bias? I am biased in favor of veracity, especially in journalism.

    The royal "we" ? Umm no, Patent News had referred ad hominim to those in disagreement as fanboys, in the plural. My "we" is intended as inclusive of the great majority of subscribers disagreeing with this author.

    So that's the difference as I see it. Exactly in fact.

    But we shouldn't need to exercise over form.

    However, aside from a 40 year licensed career in architecture, I also have held an airframes and powerplant certificate. I have seen and repaired enough-battle damaged 7075 T6 tempered aluminum to readily understand the force necessary to punch a 3" hole in 1/4" high strength aluminum plate. I assume Tesla uses similar high strength tempered alloy, both for structure and margin of safety and certainly not a mild flexible alloy.

    Tesla's understanding of the road hazard event in Washington state makes reasonable sense to me. Having closely viewed the Tesla Model S platform, I do not agree that there is a fundamental flaw in its engineering or assembly. The Model S in question performed very well in a freak event, one that could have caused as much or more damage to any other automobile.

    If my disagreeing with this author seems indulgent, self serving and biased, well ... as SA would prefer, you are entitled to your ideas and opinion and I to mine.

    And hopefully this discussion can go better than Boehner and Obama, which is where we actually should be focussed. Tesla is for now something of a sideshow, on that we might agree?
    Oct 8 06:38 PM | 5 Likes Like |Link to Comment
  • Will Tesla Design New Vehicles In Time To Prevent More Devastating Battery Fires? [View article]
    Factual. Facts matter more than unverifiable opinion.

    As for investigations:

    The calls for an NHTSA "investigation" of a simple freak accident, that could have happened to any automobile, anywhere, on any decaying highway system in the USA is just further unnecessary noise in the system. Almost.....except conspiracy observers will have another valuable evidence thread. If the NHTSA should investigate one simple EV incident why would they not also investigate Dick Van Dyke's NEW Jag XJ or Michael Hastings' Mercedes, both recent high profile ICE burn downs. If the govt ignores every car fire except one Tesla, that would sure smell like another Washington smear to kill off the EV threat. Sadly, it remains good political calculus to protect big oil, the ethanol cartel, the Detroit ICE culture, the dealership lobby and the too-big-to-fail banks.


    And just who might be best served by a NHTSC investigation? Well, not us. Ordinary citizen consumers and retail investors be damned. Ned Beatty said it so well in Network: ... "You (we) are f#£%ing with the prime forces of nature." But, I expect that IF the NHTSA actually finds it necessary to investigate this isolated incident, they will conclude that a large object pierced a 1/4 " plate underbody, one cell of a battery pack overheated and responding firefighters, accustomed to ICE fires, opened the top of the battery.


    I also note you are now lumping in an "unintended acceleration" story as well, to amplify your claims of the "safety risks" inherent in Tesla's, as you put it, "faulty design." Again, you could have no more information than what has been reported by the media. It doesn't appear at the moment to be an Audi problem and could very likely be simple pedal error, which does happen often. Regardless, Teslas are fitted with on board computers and software that can be remotely accessed and updated. One can conclude Tesla has read the memory and will determine the cause of that accident, as they already have with the Washington state fire.


    Finally it is worth reminding:


    "There are laws to protect freedom of the press, but hardly any worth mentioning to protect people from the press. " .. Mark Twain


    Until the last two days of your Tesla news debacle, Seeking Alpha was for the most part an intellectually rational site where smart people could exchange intelligent thought and insight. Where there was strong opinion it was supported by facts and verifiable claims. The always lively discourse between Contributors and Subscribers has heretofore been fair-minded and enjoyable, even with the occasional dolts and trolls, but it was a discussion of facts.

    Seeking Alpha now will have to recover some equilibrium, no thanks to your essay. What surprises me is that your misleading headline remains posted to the NASDAQ news column. If you won't revise your position to embrace some truth, SA really needs to take this down. It is helpful that they have removed "explosions"...

    Really. It is as wrong as would be a carbuncle on Kate Upton's back. Ugly.

    We longs are a patient lot, and we've been waiting for any responsible reply, but fully expect the fanboy tag again. Given that you don't seem to know when to give up, let me be the 300th commenter to declare you 97% insignificant.

    Long TSLA. and not in the least desperate.
    Oct 8 04:45 PM | 9 Likes Like |Link to Comment
  • Will Tesla Design New Vehicles In Time To Prevent More Devastating Battery Fires? [View article]
    @ Patent News: "the fanboys are really having a field trip here with over 200 comments of mostly musk propaganda and venom, lol."

    And just why do you think that is?

    At the risk of being taken down by SA moderators, this will not be a "blanket dismissal" of your ideas. We fanboys just don't agree with your so-called facts. You are welcome to your ideas and opinion, but when you reach outside your qualified expertise, we are entitled to disagree. If you reach 100% outside your expertise we are entitled to disagree 100%.

    More than 300 of us are actually quite outraged by a biased and largely speculative "essay", one of the worst postings in more than a year, apparently written without regard for economic damage to Tesla the company or to it's shareholders, and relying on mostly unsupported innuendo. Add to that obscure defenses where you resort to insult and name calling. Not good, really. I've followed this dog pile from the moment it sullied my iPad early Sunday morning, and it is your inaccurate, some would suggest manipulative, agenda escalated by your apparent inability to recognize or tolerate factual criticism, that has we "fanboys" so cranky.

    You haven't replied directly to my posts nor to many others, I suggest, because you appear to have no retort other than to toss out sophomoric epithets. For example, you haven't explained your Firestone tire gimmick, nor any of the rest of many unsubstantiated but conclusive statements you refuse to redact. That Firestone tire picture was supposed to signify what? We are not so naive as to not see it as a transparent attempt to equate one Model S highway debris event with the rash of fatal Ford Explorer tire failures.

    For your more grandiose proclamations of doom and gloom, you fail to offer any credentials that could qualify you to affirmatively declare the Tesla Model S design as defective. You have not demonstrated that you are either an automobile engineer, a physicist, scientist, forensic investigator, electrical engineer or similar qualified professional. Nor for that matter a personal injury attorney. Rather, at your profile, you state you are engaged in finance and investing. This may qualify you to opine on matters economic, but you should draw the line at bold statements involving the design, engineering and safety characteristics of automobiles. Unless we are missing something, in such fields aren't you unqualified? Hence your published remarks regarding a Tesla Model S debris strike and subsequent fire cannot in all honesty be taken seriously. If you are expressing the sensational opinion of an uninformed amateur, then you should qualify your opinions with an appropriate disclaimer. An example might be: "I am not qualified as an engineer thus my statements about this subject should be considered the opinion of a financial journalist and not those of an automotive professional."

    In addition, from everything you have written, we cannot see that you have personally examined the involved Model S or any similar Tesla automobile. This can be assumed from the mish mash of internet clips you copied and posted, most of which were not of a Model S. You have not interviewed the driver or firefighters, and have not corresponded with Tesla engineering or management. In fact, you have no more information or knowledge than anyone else viewing the Jalopnik video, reading or watching media, reading Tesla's press statements or surfing the internet. In short, most if not all of what you state as fact, is nothing more than opinionated speculation. You should so qualify your remarks. And we note that as widespread criticism of your mis-stated article mounts, you all the more emphatically declare your opinions to be fact.

    The fanboys, as you call us, are very much not in agreement.

    There are a lot of very intelligent investors who've thoughtfully looked into the near future. We have seen Tesla, Elon Musk and his staff supplying the one brilliant and overarching EV success demonstration that neither GM, Ford, Toyota, Honda or even Fisker could deliver. Even for a moderately well informed investor, the message is clear, free of hype and deadly honest. And that honesty is aimed squarely at the failed car companies we the American taxpayers were forced to bail out, while GM is still struggling with anything not built on a truck platform in Mexico or hand-assembled in Kentucky.

    Tesla seeks to proactively alter the automobile landscape and they are succeeding beyond the wildest short scenarios you or anyone else have been arguing. As TSLA rang up solid sales volume, and one superlative after another, short sellers were forced to cover again and again. Actually I can't thank the shorts enough for precipitating the most financially delicious squeeze since VW and Porsche.

    But I digress. Since you do seem perplexed by what you regard as "fanboy venom" and "musk propaganda" the obvious solution is to retract your factually incorrect speculations, come clean and admit you've probably committed a journalistic fraud, apologize to the fanboys and agree never to publish to Seeking Alpha again unless your articles are
    Oct 8 04:41 PM | 13 Likes Like |Link to Comment
  • Will Tesla Design New Vehicles In Time To Prevent More Devastating Battery Fires? [View article]
    How about a link to gasoline fire science? Is that any less an "explosion" subject?

    What about the Firestone SUV tire picture? Ummm.....What was your point? Underinflated ( to facty specs) tire failures on Ford Explorers is the same as hitting road debris? No loss of control, Model S issues a warning, driver exits unharmed, wants another Tesla and has been given a white loaner while he waits? A tire recall is comparable? To what? I call this dishonest sensationalizing. Applicable to your entire article.

    But we especially appreciate your attack replies to what you call 5th grade "fanboys". I'm one, for TSLA but also for AAPL (all the way from $19 to $704) and MNST (25 cents to $52) etc. Honestly "fanboy" is not an insult anymore than being a nerd was in high school. Last I checked the nerd millionaires won.

    And I don't think we're trying to make pennies off internet spam publishing. Sounds to me like a shorty who couldn't cover; maybe he could write about sour grapes?

    But you trick SA into publishing perhaps the worst, most uninformed and obviously biased article ever submitted and your response is insults? The real insult is the article itself.

    I'm with Prof126. Retract and apologize, SA should ban further articles.

    Times up Patent News, your spot under the bridge is getting cold.
    Oct 6 10:48 AM | 11 Likes Like |Link to Comment
  • Tesla's American Dream Can Turn Into A Speculator's Nightmare [View article]
    Basically, with a Volt and for the upcoming Cadillac ELR, (admittedly better looking) the premium in pricing is for the EV half of the dual drivetrain. When you can buy an econobox (46mpg) Chevy Cruze for under $20 k, the extra $15 to $20 k for the Volt electric package (38 mi range) doesn't begin to amortize in fuel savings until at least 200,000 miles. The Volts I've tested and tire kicked didn't exactly evoke my confidence in long term build quality, or that they could last longer than any recent GM product. I had company-supplied luxury GM products for nearly 30 years and none of them got past 50k without major failures.

    As for design, it is the indistinct econobox design of the Volt that has 1,000s of them languishing at dealerships nationwide; why they've repeatedly shut down the assembly lines; why they've discounted them another 5k; and why they are offered on lease for less than $299 a month. An inventory check within 50 miles of my house shows several 100's in stock.

    Aside from spectacular aesthetics, its the brazen, uncompromised and intelligent engineering of the Tesla that makes it so disruptive to the luddite mfrs in detroit. The pure EV format has been mastered by TSLA and the detroit school still doesn't know what happened, any more than they saw Honda build the high quality Accord LX.

    GM is no threat and when the Model X and the Gen III roll out of Fremont, the Volt and Cadillac's ELR will be yesterdays unsaleable news.

    Oh and btw, good looking cars, radical or not, sell faster than rental car ordinary. The Volt was originally designed to be a game changer, and what you call gangsta was actually fresh styling for GM. What was more important is that to be a success demonstration, the Volt needed to be highly visible. As a Cruze lookalike it is not.

    Long TSLA and enjoying the electrified ride.
    Aug 30 12:54 PM | 2 Likes Like |Link to Comment
  • Tesla's American Dream Can Turn Into A Speculator's Nightmare [View article]
    Watched GM assemble a red hat team to acquire and study the first Honda Accord. After an exhaustive two year process, they green lighted the Cadillac Cimarron as their answer. Especially astute GM marketing division concluded the Accord was not a competitor, and the opera roof, button tufted leatherette equipped Cimarron was the future.

    Decades later the same geniuses concluded the concept Volt didn't look like an economy car, so they scrapped the chance to build a standout design in favor of a stupidly overpriced econobox. 43 grand for a battery system that might go 40 miles? Chevy lots are full of them. Unsaleable unless they discount, lease for less than the cost of capital and swallow a 30k manufacturing loss.

    Oh yes GM is a real threat.

    Questions anyone?
    Aug 29 02:15 AM | 3 Likes Like |Link to Comment
  • Tesla May Be Undone By Window Undressing [View article]
    Great example of not pencilling was the WTC. Port Authority only wanted to bid out and build one tower and when leased up then build the second. Construction boss, a brilliant visionary, showed that he could build tower 2 by issuing change orders and not rebidding. Even if vacant for a decade, it would be an economic success. Waiting to build may have pencilled in the immediate analysis but was actually a total fail.

    It is beyond refreshing to see an equity violate all bean counter logic (and coincidentally drive incredible ROI) and see a well informed investor community supporting innovation, excellence and daring. I for one have not waited for an approved PE, I'm already building tower 2.
    Jul 1 04:13 AM | 1 Like Like |Link to Comment
  • Tesla May Be Undone By Window Undressing [View article]
    Losing old dudes? I sold AAPL near peak in Nov 2012 after holding long since 1990. Stayed mostly cash to March. Paid the taxes and then bought TSLA with net APPL gains, ahead of the Q profit and the squeeze. Ah yes, old dude indeed, but selling high buying low thank you very much. So, "kid", see a problem there?

    Oh, and my strategy is to invest in good products I would buy for myself, and my sentiment is enhanced by sound management and visionary leadership. Current long is with Mr Musk.
    Jun 30 10:22 PM | 10 Likes Like |Link to Comment
  • A Crony Capitalist For The Space Age, The Renewables Age, And For The Age Of Obama [View article]
    Are you conveniently forgetting that Musk bought NUMMI from GM and TM for about 4% of in- place value and put a trained but laid off workforce back on the payroll? This was a con?

    As for subsidizing game changing industry, it's nothing new. The SS United States, still by far the fastest and arguably the best ever transatlantic liner, was all American built and operated (no bogus Panama registries and third world crews) and was subsidized almost 65% by the government. It was a difficult grant process with ample politicking, but was believed necessary by the Truman, Eisenhower and Kennedy administrations as fundamental to a renewed merchant marine, devastated by isolationists and then WW2.

    The domestic automobile industry, with two out of three bankrupted and bailed out with treasury billions or the Italians is still in free fall manufacturing mostly unmarketable junk, but still sucking mega dollars out of Washington, ( in the name of jobs).

    Musk and Tesla have it very right, but one might observe there's a bit of the stink of Drew Pearson and Tucker lingering in the air. The model S makes the Volt instantly irrelevant which for a paltry 30 mile electric range, cost billions in bail-out cash to develop. But let's trash Tesla.

    Who is conning whom here?

    Can't cover short? Make up a story. Or two or three.
    long TSLA
    May 13 05:52 AM | 7 Likes Like |Link to Comment
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