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  • Tesla's India Expansion: Opportunities And Risks [View article]
    Tesla's evaluation of India is reasonable:

    Power issues for superchargers: tesla anyway prefers solar. The sun is abundant in India.

    Size of market: projected at 2%, that is approx 20 m people which is sizable

    Spreading too thin: most luxury brands spread "thin" globally to create scale. You can sell only so many units in a given market annually-ask Mercedes S, BMW 7, Audi 7,8; Lexus LS - this is who tesla currently competes with. And in the future its competition is the C, 3, 4 and ES respectively. Not the accord or Camry.

    Govt support: the current govt is progressive and is committed to embracing alternate solutions to oil which is the biggest drain on forex

    India is projected to be one of the fastest growing economies in the next few years. This will create enough individual wealth for a company such as Tesla - and other luxury brands - to be successful.
    Dec 10, 2014. 09:20 AM | 2 Likes Like |Link to Comment
  • Is LinkedIn A Better Buy Than Facebook? [View article]
    The power of any social network is its size and ability to grow its MAU. The day either start charging will start an irreversible downward spiral for them.

    At this stage I think the trade is to be long both. Unless you want to hedge against an overall market decline in which case I actually believe that Lnkd will have a steeper drop.

    A better hedge trade is long baba short amzn.
    Dec 6, 2014. 03:13 PM | 2 Likes Like |Link to Comment
  • Update: Tesla Motors' Road To India Won't Be Easy [View article]
    Let's think this one through. As a S85D owner and an Indian who goes to India often every year, I think I have some insights/credibility.

    1. There is a large population of upper middle class Indians which regularly buy cars in that price range. Not even counting the rich.

    2. Gas in India double that in the US

    3. Tesla doesn't need the Govt to provide a subsidy. Only to remove/reduce excise on EVs. The Govt has a motivation to reduce their oil import bill

    4. Tesla range is more than enough for most of the daily diving in India

    5. Typical road trips also are relatively small - Delhi to Agra; Mumbai to Pune; Chennai to Blore. A SC network targeting only these is not a big deal. solar powered given the adequate sun in India year round.

    6. Indians LOVE a superior class symbol

    I could go on. I would posit that it's worth Tesla's while to evaluate particularly if they can get an excise reduction and possibly a decent Indian partner - Anand Mahindra would be a good option actually. He is progressive enough.
    Dec 6, 2014. 02:57 PM | 15 Likes Like |Link to Comment
  • Tesla's Strategic Advantage [View article]
    Very well said. I am an A7 owner who just bought an S85D for all the above reasons. Not coz I think "green" or am concerned about oil sourced from the Middle East. But after honest comparison of cost, features, convenience and looks. What most consumers buy any product for. Which is why Tesla will be the Aapl of the auto industry.
    Dec 6, 2014. 01:34 PM | 6 Likes Like |Link to Comment
  • Tesla's New Leasing Program And Its Implications [View article]
    As I remember options are about 15k. Residual is exactly 51.
    Dec 5, 2014. 08:17 AM | Likes Like |Link to Comment
  • Tesla's New Leasing Program And Its Implications [View article]
    Not base. Sticker without Fed credit applied was 97k. Lease 1240 pm.
    Dec 5, 2014. 08:09 AM | Likes Like |Link to Comment
  • Tesla's New Leasing Program And Its Implications [View article]
    That's like saying aapl should have ramped up production for the 6 so that they customers had no wait time. There are supply chain issues which don't allow that.
    Dec 5, 2014. 07:47 AM | Likes Like |Link to Comment
  • Tesla's New Leasing Program And Its Implications [View article]
    Really?? I ordered last week and it was a March delivery. You must be special.
    Dec 5, 2014. 07:43 AM | Likes Like |Link to Comment
  • Tesla's New Leasing Program And Its Implications [View article]
    I just bought an S85D. The residual on a 36 month 15K lease is 51%.
    Dec 5, 2014. 07:38 AM | 1 Like Like |Link to Comment
  • Properly Treating Costs: Re-Evaluating The MannKind And Sanofi Partnership [View article]
    Finally we have the right perspective on how to view this partnership agreement in the short term with the profit sharing really a long term value.

    In the short term due to the criterion of "making the partners whole", MNKD will actually get a bulk of the GROSS MARGIN (after production costs). The deal actually front loads disbursement to MNKD vs back ending it as most seem to think.

    As a percentage this works out to substantially more than the typical 20% royalty. And I believe is a better long term bet than an outright sale which some have asked for as any immediate sale would significantly undervalue the Technosphere platform.
    Aug 13, 2014. 05:05 PM | 22 Likes Like |Link to Comment
  • What Can The Deerfield Conversion Tell Us About MannKind Going Into ADCOM? [View article]
    I am not sure I understand this argument.

    As a way to hedge their risk, all Deerfield had to do was sell deep ITM calls for a later date. These would have effectively been "covered" by the convertible shares and given them a premium. It is a standard ploy by PE/Hedge funds who own warrants or convertible debt. Or shares under current lock-ups.

    It would have also given them more flexibility on how they wanted to play this depending on how events unfolded.
    Mar 13, 2014. 09:18 AM | 12 Likes Like |Link to Comment
  • Is Ballard Power Systems Another House Of Cards? [View article]
    BLDP is definitely a better bet than PLUG. They at least own their IP and as such will be a strong player if this segment takes off.

    I would not count much on China. It will only be a matter of time when BLDP sees knock offs of their technology. We saw that with Solar Panels and then an ensuing glut which killed the US industry.

    The market will be US, Europe, India in the long run. China for the near futurw.
    Mar 12, 2014. 05:23 PM | 5 Likes Like |Link to Comment
  • The Top 5 Reasons For Why I'm Short Plug Power [View article]
    Good article.

    This company and its management is incompetent.

    Even after 15 years they are still running the company through multiple secondaries.

    And have created no IP. Essentially an assembly shop.

    Cant understand how you lose money just assembling unless you are grossly overpaying staff.

    This was always a pump an dump to essentially tee up the secondary offering.

    And a bunch of people got burnt in the process.
    Mar 11, 2014. 10:23 PM | Likes Like |Link to Comment
  • MannKind: Follow The Smart Money [View article]
    Agree with your thesis. MNKD management has consistently been above board, transparent and followed the highest corporate governance and disclosure standards in an industry which if rife with pump & dump plays.
    Mar 10, 2014. 01:33 PM | 12 Likes Like |Link to Comment
  • Tesla Is Fully Priced, With More Risk Than Opportunity [View article]
    Michael - understand your comment on "better entry point". I achieved this by selling Jan 15 300 puts a couple of weeks back giving me an effective purchase point of 200.

    I am now selling reasonably OTM calls on a monthly rolling basis which is helping me further reduce my purchase price point. And generating income.

    This way I dont have to sit it out.

    And this is outside the shares I purchased in my 401 account last year. Where again I sell covered calls. These should make me enough money by June of next year to be able to buy the S (after taxes) when my A7 lease is up!!
    Mar 6, 2014. 01:32 PM | Likes Like |Link to Comment
COMMENTS STATS
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