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  • How To Build A Generation 3 Tesla  [View article]
    Well, if you're comparing the vehicles then the Model S would be more in line with an M5 than a Prius or Volt. In fact yes, the center of gravity, horsepower, torque, 0-60 and 1/4 mile times are nearly identical to an LS3 Corvette. You have a valid point, though. The Model S may take some business from wealthy individuals that just want the best "green" car. My point is that the Model S will see more consumers from people that just want an amazing car. Currently, I have a Mercedes and a Corvette. I'm about as far from "green" as they get, but I do love cars. Every time I see an S on the street, I get a little lustful. If my place had a garage to charge it in, I would own an S, too. The fact that it's electric would have little to do with my decision. Has anyone ever looked at a Leaf and said, "Wow, what a machine?" Of course not. Drawing comparisons to other EV's is pointless. There is not another one out today that compares to the S. Also, while the Gen III does fall in the line with "future crap" - though I'd be hesitant to label it crap given how great the S is, the P85 Model S is current tech and readily available at TeslaMotors.Com. If you have any interest in automobiles whatsoever, you would probably be impressed by it, too.
    Jun 25, 2013. 08:27 AM | Likes Like |Link to Comment
  • How To Build A Generation 3 Tesla  [View article]
    You need to forfeit your man card for comparing a Tesla to a Volt. They aren't just taking the granola crowd's business - they're building cars that people really WANT to drive and own. If I blacked out the windows of a Volt or a Prius and wore a ski mask, I still would be too afraid someone would see me driving that nonsense. The Tesla is in a completely different league than these guys.
    Jun 20, 2013. 01:55 PM | 10 Likes Like |Link to Comment
  • How To Build A Generation 3 Tesla  [View article]
    If they make a 59k P85 Gen III that specs out like you've guestemated, then nobody in their right mind will every buy another BMW M3 - or even just a 3 series/C Class every again.
    Jun 20, 2013. 01:26 PM | 9 Likes Like |Link to Comment
  • Shares of Tesla Motors (TSLA) are off 2.9% premarket with a cover story in Barron's (I, II) firing up passionate reactions from both TSLA longs and shorts. The action is relatively minor considering the dizzying +200% YTD run in Tesla shares and the strong slap from a publication that is known as a Monday stock mover[View news story]
    Manipulation at it's best. Absolutely no new information in the article. Just motivation for shorts to hop in. Historically, it has not ended well for the shorts chasing a Barron's story. Not that I believe everything I read, but I just read that 3/3 times Barron's wrote a negative piece on Tesla, the stock ended the day with 1%-2% gains. May be a good opportunity to grab a couple calls early in the day.
    Jun 10, 2013. 09:01 AM | 3 Likes Like |Link to Comment
  • Tesla Q2 Preview: Huge Upside Potential For Results And Guidance  [View article]
    What is the ASP for a high end luxury performance car? M5, Panamera, Vantage, AMG Mercedes, Audi S8? When you start comparing this car to other cars with similar performance, seating, and novel luxury features, it paints a different story. In every industry there is a high end product, low end product, performance, etc. The Model S falls into the high end category and so it is priced to take market share of that category. It's not meant to take customers away from buying a $28k car, nor do they depend on demand from that market. Pointing out that the average sales price of a house is $120k doesn't imply that there is no demand for $250k homes. Just that the majority of people don't own them. Home builders still successfully build and sell homes two and three times that average price in many neighborhoods. If you want the granite counter tops and three bathrooms - or 17" infotainment system with 21" wheels - you're going to pay it.
    Jun 6, 2013. 08:44 AM | 8 Likes Like |Link to Comment
  • Tesla Q2 Preview: Huge Upside Potential For Results And Guidance  [View article]
    For a community of business and finance professionals, people sure do gripe a lot about the price of the car. How many of you drive BMW, Merc, and Porsche's? Weighing this sedan against the competition it's priced against - it really is the best value. Honestly, if you can spend 100k on a Porsche Panamera, a car that is so ugly kids cry as it passes, then 100k on a zero-to-sixty in 3.9 (DragTimes.com) P85 is a no brainer. Calling it "extremely" expensive is ridiculous. Extremely expensive when compared to a Prius maybe. Though one could say an F-16 fighter jet is extreme expensive when compared to a Cessna 152, as well.
    Jun 6, 2013. 08:05 AM | 12 Likes Like |Link to Comment
  • Shares of Tesla Motors (TSLA +3.8%) move higher after CEO/founder Elon Musk tweets that he will be making an announcement on Thursday about putting his money where his mouth is. One idea being floating around is that Musk will fire up a secondary offering of which he takes a big chunk and uses the proceeds to pay back the automaker's outstanding DOE loan.  [View news story]
    George Blankenship outright said that they likely broke a record last week. I'm more inclined to think that they've either broken into profitability, upped production again or delivered a record number of vehicles last week. Though I agree with wigit.. If this is another secondary, my April calls won't look so pretty on Friday.
    Mar 25, 2013. 05:31 PM | 1 Like Like |Link to Comment
  • Bank of America downgrades Tesla Motors (TSLA) to an Underperform rating with a $30 price objective following the automaker's Q4 report. TSLA -7.9% premarket to $35.50.  [View news story]
    "Oh, I see you moving up to being profitable two quarters ahead of schedule. Allow us to let the shorts cover their behinds."
    Feb 21, 2013. 08:17 AM | 1 Like Like |Link to Comment
  • An editor with The New York Times backs up Elon Musk's claims that a reporter's test drive of a Tesla Motors (TSLA) was flawed, saying "casual and imprecise notes" were taken during the trip. Though falling short of saying the reporter sabotaged the drive intentionally, it's a major win for Musk and the company in the high-profile PR battle[View news story]
    Well, in the real world if you own a 90k performance sedan it likely isn't your only car. If you plan on going hundreds of miles in a hurry, you're going to take your Porsche or an airplane. You could take the Tesla, but you'll need to be prepared to grab a cup of coffee while the thing charges. Fortunately, this is only once every four+ hours of highway driving, which falls in line with what a reasonable person would want to do at a single stretch. However, if you're going to take a high performance luxury sedan to work and around town everyday, I don't see a better competitor than the Tesla.
    Feb 19, 2013. 08:24 AM | 9 Likes Like |Link to Comment
  • The NYT's John Broder takes Tesla's (TSLA) Model S up and down the East Coast from Washington on Interstate 95, where the company has installed Supercharger stations 200 miles apart. Things start dandily enough, but then the weather cools, and Broder has to endure freezing feet and white knuckles because he has to turn the heating off to preserve power. Eventually, he needs a tow truck to pick him up because the car runs out of juice[View news story]
    “It takes more planning than a typical gasoline car, no way around it."

    Oh really? The completely disruptive automobile technology might take some getting used to? Well count me out then! I've got to question the timing of this article with earnings released Monday afternoon.
    This is ridiculous. Tesla is still creating the infrastructure to support road trips. In the meanwhile, use your car for committing to work and generally making performance BMW and Mercedes owners want to jump off a bridge. If you're spending $85-$100k on a luxury performance machine than you own another car. Use the other car to get across country until the infrastructure is fully built.
    Feb 10, 2013. 08:00 PM | Likes Like |Link to Comment
  • EV Investors Can Learn From Boeing's Battery  [View article]
    Ford's closest answer to the Model S would be Taurus SHO. In every measurable metric the Tesla destroys it. Having been a car guy much longer than an investor, I view the Model S as a luxury performance machine akin to the BMW M5, Porsche Panamera, etc. The fact that it's an EV is ancillary to me. Many others may not share that viewpoint, but I suspect more gear heads out there may be like minded.
    Comparing one of the Tesla products to a Leaf or a Volt is akin to comparing an Xbox 360 to an Atari. The Model S and the Roadster are performance vehicles. They're made so you won't need to cover your face while driving them like you would in a Nissan Leaf, and if you actually enjoy driving - you've got the option.
    Feb 7, 2013. 08:22 AM | 2 Likes Like |Link to Comment
  • Electric vehicle/Hybrid roundup: 1) Boeing's battery issues shines a light back on the EV industry, with the initial read-through being that manufacturers opting to use tech outside of lithium batteries may have an edge. 2) Ford (F) expects to set a record for hybrid sales in Jan. with its slate of new vehicles seeing solid demand. The automaker has chipped away at Toyota's (TM) hybrid share lead, gaining 7 percentage points to 16%. 3) Consumer Reports has its hands on a Tesla (TSLA) Model S for detailed testing. In an initial review. CR said the electric vehicle "shatters every myth" about EV cars.  [View news story]
    I keep seeing the price of the Model S being brought up as a negative. It's my opinion the vehicle is priced perfectly against the competition. The car isn't just an alternative to the Prius or the Leaf. This thing is actually something people will WANT to drive. It just so happens to be an EV. The center of gravity is about the same as my Corvette, it makes around the same amount of power, and seats five adults with two kids. It's far more aesthetically pleasing than that awful Porsche Panamera, performs beyond the level of an M5, and costs nothing for fuel. The interior might be par, but even that has it's unique positive qualities like the 17" touch screen. My $.02. I'm rooting for these guys to pull it off.
    Jan 31, 2013. 04:21 PM | 4 Likes Like |Link to Comment