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markwbrooks

markwbrooks
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  • General Motors: Will New Investments Be Fruitful For The Company? [View article]
    Fix you mis information. The charts ARE NOT from inside EV and are built using only partial (us only) sales info.
    Seriously? You have some good points but you blew it with the over the top chartng , what is the point of the volt chart? Are you trying show a dramatic increase in EV sales, thanks to over a dozen new models, or are you trying to show that volt sales are not keeping pace with the overall Plug in market? Pick one, doing both at the same time makes it look like Sales are going down, when the opposite is true.
    Apr 15 03:06 PM | 1 Like Like |Link to Comment
  • Tesla Shorts Are Running Away [View article]
    It has become very clear that TESLA as a business is here to stay. They have the volume, the profit margin, and the ability to bring new products to market faster than any other large car company. A good example is the Cadillac plug in, which was first show in prototype form 9 months before the Tesla Model S was announced, and just got to market this January, 12 months after the model S.

    Only shorts with deep pockets and a multi year horizon are going to be able to stay and play this stock.
    Apr 10 08:48 AM | 3 Likes Like |Link to Comment
  • Reuters: GM to launch cheaper 2016 Volt [View news story]
    The vast majority of Volt owners use only a normal 120Volt plug in, as I do with my Toronto based Volt. Not special wiring required. And just for your info, the Oshawa plant lost big time when the GM moved their jobs to Hamtramck. Big bun fight with the Canadian Auto workers ( as usual ) getting the short end of the stick.

    So just a small conflict of interest with your "source".
    Apr 9 01:05 AM | Likes Like |Link to Comment
  • Reuters: GM to launch cheaper 2016 Volt [View news story]
    Come on, at least get your numbers right. Total volt sales to date is north of 70,000 world wide. The 58K number is US only from December 2013. If you don't want to bother looking at the GM press release them just use the nice totals from WIKI.
    If you would like some pictures of the new model on the road, plus some real discussion of how GM is struggling to incent its dealer network to sell EVs ( the dealers make money from service not sales, so they really don't like solid state cars like the Volt that only need service every two years) go have a look at GM-Volt dot com.
    Apr 9 12:58 AM | 1 Like Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    To use this authors primary word of the day : "probably"

    Nothing brightens my day more than idle speculation!
    Apr 8 10:52 AM | 4 Likes Like |Link to Comment
  • Tesla - Driven By Noise, But High-Quality Noise [View article]
    You almost figured it out. You enticed us by mentioning the volt ( which btw is one of the best cars Gm has ever built at any price) but then you missed the key reason why Gm can not sell the volt or any other electric car.: its dealers have it by the shorts, and they make money from service, not sales.

    It's the sales channel, not just the product that is Teslas key advantage.
    Apr 5 08:39 AM | 9 Likes Like |Link to Comment
  • Tesla Needs To Capture 14% U.S. Market Share To Justify Valuation [View article]
    It's about profit! Gross, net, or how ever else you want to cut it, Not market share or cap. GM has Big liabilities and low profit margins , tesla has low liability and big (25%) profit margins.

    Which company do you wish to own long term?
    Apr 3 10:33 AM | 2 Likes Like |Link to Comment
  • GM halts Chevrolet Cruze sales at many dealers [View news story]
    Don't read much into the tone of this sort of thing. There is a lot of tension between the dealers and GM these days. GM wants to find a way around the old style dealerships focus on parts and repairs, and have them refocus more effort on sales, or find away around them to sell directly to the consumers.

    Expect a lot of normal announcements to take on much more sinister overtones as GM continues to try and fight past its own sales channels to reach consumers.
    Mar 28 12:55 PM | 1 Like Like |Link to Comment
  • New Jersey gives Tesla two more weeks to direct sell [View news story]
    And meanwhile GM is scrambling trying to get ready to test a direct sales model of its own, even as it publically applauds New Jerseys move, and privately try's to find a path that will reduce the cost and huge profit drag from its own dealers.
    Any bets that GM can do this without a company killing/ messy lawsuit from its own dealers?

    Not likely without a massive fight right? Thus the primary reason why Tesla and its sales model will destroy the old fashion auto manufactures.

    At least GM is awake and trying to do something about it! Ford looks like it is just sleep walking into oblivion.

    Mar 28 09:04 AM | 3 Likes Like |Link to Comment
  • Ford Motor: This Ridiculous Valuation Can't Last Forever [View article]
    If ford can get some traction with its EV technology, I will give it some mind share, but right now it has a number of boat anchors hanging arounds its neck, not the least of which is a large and inflexible dealership chain that is unable to focus beyond service center profits.
    Mar 17 10:36 PM | Likes Like |Link to Comment
  • Tesla: An Investment Based On Optionality And The Genius Of Elon Musk [View article]
    a good start at listing Teslas First mover advantages, but you are only telling half the story. You are missing the KEY Tesla advantage, its Sales and service Model, a model that leaps over the dealer, and the dealers main business, his service center.

    Consider the Chevy Volt. An amazing technical achievement that GM soon found it was unable to Move through its existing dealer network. IN 2012 and 2013 Consumers wanted the car, many waiting months for it even as it remains the target of relentless and well funded political attacks. But the MAJORITY of dealers refuse to carry/sell it, and those that do, simply use it as a show piece spending a tremendous amount of effort "steering" consumers onto other GM models.

    Why? Follow the money! A GM dealer makes thousands of dollars from SERVICE over a cars lifespan, and only a few hundred dollars on the actual sale of a new car.
    The Volt is almost a solid state car, it needs a oil change once ever two years, rarely needs brake, belts/hoses or other "tune up" items. The dealer views a new car sale as adding a SERVICE customer that brings in thousands of dollars to that dealer over the lifespan of the car.

    Another example is Toyotas EV4, same story.

    Existing car companies simply are unable to sell a Tesla like product via existing dealers, and they are unable to bypass those dealers.

    Result? TESLA in front for years to come until it starts to ship millions of EVs and the good old boys over at your local GM dealer are finally forced out of the loop.
    Mar 5 10:01 PM | 3 Likes Like |Link to Comment
  • A Shift In The Fueling Paradigm Is Coming, Driven By Tesla Motors [View article]
    That's what they said about the chevy volt back in 2011,remember? Remember the congress hearings, the well paid experts who appeared out of the woodwork, the millions spent by self appointed safety groups such as the "national legal policy centre", and its single large backer who just also happened to be a chevron shareholder ?

    60,000 volts on the road, and 400 million miles later not one owner has even been hurt in a fire. If those owners had instead bought a nice safe jeep Cherokee , a dozen of then would have already died in horrible gasoline feed fires.
    Just like the volt, the Tesla is safer than any gasoline car on the road today.

    Just amazing how easily some people's souls can be bought with a bit of coin.
    Mar 1 03:31 PM | 2 Likes Like |Link to Comment
  • A Shift In The Fueling Paradigm Is Coming, Driven By Tesla Motors [View article]
    I Take exactly 10 seconds to recharge my Chevy Volt, 5 secs to unplug it from a normal 120v receptacle in the morning and another 5 secs to plug it in at night. If I run out of juice during the day I auto-magically burn a bit of gas.

    After 2 years and 29,000 I am driving 86% electric, do north of 220 mpg and refuel every two months.
    This is the car everyone should own and drive, as according to Edmunds it has the cheapest TOC of anything on the road.
    Welcome to the new economy, where TOC ( Total cost of ownership), luxury and efficiency merge into an new driving experience.
    Or you could ignore logic and luxury and listen to the FUD ( fear, uncertainty, death) spread by well funded naysays telling you how cool you look rattling around guzzling gas in a cardboard box on wheels.
    Feb 28 06:24 PM | 4 Likes Like |Link to Comment
  • Tesla Considerations [View article]
    It's important to remember that one of the reasons Mercedes invested in Tesla to begin with was to get around the constraints of THIER own dealership obligations. At some point when the dealers stop whining about the lack of service requirements of a solid state car, they will be in a prime position to switch to electric models. But profit drives the wagon!
    Feb 28 08:53 AM | Likes Like |Link to Comment
  • When Is Tesla Going To $1000? [View article]
    The stock is clearly in another short squeeze, caused yet again by the political bias of many investors against tesla. Thankyou Sarah Palin !
    Feb 27 01:03 PM | 7 Likes Like |Link to Comment
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