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Dave_M

Dave_M
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  • Tesla: The Short Of The Decade? [View article]
    augustom said "Electric cars on the other hand lose power as battery depletes, so top speed and acceleration diminished the less battery power you have. "

    Umm, no. I had to reply, because somebody might actually believe what you are saying. The Tesla Model S has the same power and the same top speed right up until you have less than about 8% of the battery remaining. Then the software reduces power to extend range. The car notifies the driver accordingly. I wish my old gasoline car did that, but it didn't. It just had an idiot light that came on the dashboard when you were low.
    Aug 20 06:04 PM | Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    Randy wrote "All it would take is for one major carmaker to sign on to the SuperCharger network "

    cparmerlee wrote "Care to predict when that will happen?"

    There are 2 automakers who could easily build a "supercharger compliant EV". Mercedes and BMW. Nobody knows if they will actually do it, but Tesla has blanketed their superchargers all over Germany, and they are quickly adding many more throughout Europe. MB and BMW have to consider if they want to partner with Tesla with regard to infrastructure, or if they want to build crippled EVs, or if they want to ignore EVs.
    Aug 20 05:58 PM | Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    cparmerlee - Remember this statement? "Other than Tesla Motors, can you name a single multi-billion dollar company who's sales revenues are growing at a 50% - 75% rate?"

    Saying you can name some examples and actually naming them are two different things. It's a fact that most billion dollar companies don't have substantial growth profiles. Semantics (substantial vs exponential vs significant) simply cloud the fact that when a multi billion dollar company like Tesla Motors is growing at a 50% - 75% rate (and not artificially by acquisition), that's special, because the rest of the auto industry hasn't seen growth like that in 75 years.

    Ironically, many of the TSLA naysayers aren't even shorting the stock. They just don't want Tesla to succeed because they have competing vested interests elsewhere. Meanwhile, more cars are delivered, more supercharger stations are opened, more showrooms, more service centers, more consumer awareness, production increases, sales revenue increases, every car produced is pre-sold, and the stock price continues it's upwards trend. It's like you're trying to stop a train by yelling at it. Good luck with that strategy.
    Aug 20 05:45 PM | 1 Like Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    Davewmart - I see it now. Pretty much the same as my numbers above. When you consider most multi-billion dollar companies have single digit growth, Tesla's 50% to 100% year on year revenue growth is impressive. Most billion dollar companies have to rely on acquisitions for double digit growth, which I consider artificial growth.
    Aug 20 04:44 PM | 1 Like Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    solucky - Have you actually driven a BMW i3?
    Aug 20 04:21 PM | Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    Randy,
    It's like that on my Windows PC, but not on my Android tablet . .
    I told SA that everyone isn't a Facebook customer.
    Aug 20 04:18 PM | 1 Like Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    Cparmerlee wrote "I don't know. Doesn't look "exponential" to me."

    But then your link goes to a web page with a blank chart. Yes, I often click on the links. Here is what exponential growth looks like:
    Tesla Revenue
    2011 - $204M (actual)
    2012 - $413M (actual)
    2013 - $2.0 Billion (actual)
    2014 - $3.0+ Billion (forecasted - 100% Model S)
    2015 - $6.0+ Billion (forecasted)

    2013 22,000 Model S produced
    2014 35,000 Model S production forecast (59% increase)
    2015 70,000 Model S & X production forecast (100% increase)
    99.9% of cars produced are pre-sold.

    It's funny - you know all of this, but pretend not to know.
    Aug 20 04:15 PM | 1 Like Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    Redrut - "What's more, BMW are apparently already profitable with their electric cars... "

    You can do that when you charge $50K for an econobox. I'm not sure how many of them will sell in the USA. Because for the same price, Toyota had difficulty selling the RAV4 EV, which had much more storage, more passenger space, and 25% more "electric only" range.
    Aug 20 02:58 PM | 1 Like Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    Lensman03 +1
    (because I'm not a Facebook customer, and cannot click the "f Like" button).
    Aug 20 02:21 PM | 1 Like Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    cparmerlee - "EVERY multi-billion company has years of huge POTENTIAL growth ahead of them."

    Let me rephrase my question: Other than Tesla Motors, can you name a single multi-billion dollar company who's sales revenues are growing at a 50% - 75% rate? Usually, once a company has billions in sales, they settle into single a digit growth pattern, and they spin off dividends, and investors compare their PE to other similar companies.

    Except Tesla has billions in sales, AND their sales are still growing exponentially. When I say "huge potential growth" I'm talking about percentages, not absolute dollars. I assumed most folks would understand that. Sorry if I wasn't clear enough.
    Aug 20 01:29 PM | Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    jj1937 - "CRM, AMZN, TWTR "

    Yup. None of these companies actually "make" a tangible product. They are either resellers, or service providers. When times get tough, consumers cut back on services first, then they cut back on discretionary products, the last thing they cut back on are products that can be used to generate income, or reduce recurring expenses (like electric cars). EVs can take you to your place of employment, and can save on fuel in the process. Tesla's Model 3 sedan will be the new "must have" product for the middle class.
    Aug 20 01:16 PM | Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    I am not aware of any other multi billion dollar growth company, which still has years of huge potential growth ahead of them. How do you accurately evaluate the value of a company like that? Does it even make sense to compare Tesla's valuation to stagnant competitors with single digit growth prospects (at best)?

    Shorting TSLA is the bigger gamble. You're betting you can paddle your boat to the shore before the current sweeps you away. Good luck with that.
    Aug 20 06:43 AM | 3 Likes Like |Link to Comment
  • Tesla, Fairest Welfare Queen Of All, Cracks The Whip [View article]
    Lensman03 said "it's not worth continuing to give up our Constitutional freedoms just because a bunch of fanatics knocked down a few buildings over a decade ago."

    I don't care about the buildings, I care about the lives.
    Aug 17 03:52 PM | Likes Like |Link to Comment
  • Tesla, Fairest Welfare Queen Of All, Cracks The Whip [View article]
    Mario said "No, I would not have traded my personal calls and emails to avoid 9/11 "

    Perhaps you don't realize that many thwarted terrorist attacks don't make the news because the discussion would create fear and panic. Security agencies are able to thwart planned attacks with surveillance information of various types (including phone calls and messages). So my question is very relevant. It's quite possible that additional information in advance of 9/11 could have thwarted that attack as well, but obviously, we didn't have the info.

    Mario also said "You have absolutely no proof that invasive spying of citizens and allies has saved one single life. "

    You're wrong. I do have proof. I've supported the defense industry for about 30 years. Intelligence information saves many lives every year, both at home, and around the world.
    Aug 17 01:39 PM | Likes Like |Link to Comment
  • Tesla, Fairest Welfare Queen Of All, Cracks The Whip [View article]
    fiwiki2 - "but NO Where will you find that individuals ( the Constitution is NOT of the collective) are required to " contribute to the common good"

    Blemishes and all, I'm pretty happy being a citizen of the USA. Right now, there are people risking their lives to come here illegally just to be a part of our imperfect society. BUT if you're not happy with the way we do things here, there are 188 other countries in this world that would love to have you join their ranks (provided you pay taxes). However, if you are dead set on not paying any Federal Taxes, you'll have to pick a new home from this list:
    Saudi Arabia
    Bahrain
    UAE
    Qatar
    Oman
    Kuwait
    Are you seeing a pattern?
    Aug 16 02:42 PM | 1 Like Like |Link to Comment
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