Hey Wildbeeny old man, don't you know a wise man once said that Criticism without a solution is not valuable. The CLNE train is due for a correction and consolidation but, if (and I mean if) management comes out and say's they will be profitable in the next qtr or two you're toast if you are short.
Another vegie counterfeit ID troll which probably means df2830 is also a vegie counterfeit troll. Loser.
Celerity plus sounds good but OEMs arb't interested that much hydrogenics will hide that fact in the upcoming conference call.
Maybe 20 celerity plus pieces are sold for demonstration projects jada jada bla. ..
Keep your shares ......
Check out my schedule nice folks:
1. NASCAR from Talladega
2. Horse racing from Kentucky
3. NHRA from Texas
4. Boxing from Vegas
5. Supercross from Vegas
6. NFL draft
7. MLB baseball
8. NBA basketball playoffs
9. Weightlifting from my couch [12oz. at a time... Molson's Golden]
10. Hi Mom : )
Thank goodness there's no Formula One this weekend! Have a peaceful and joyful day folks.
There's more than 1 moronic verizon long with multiple log ins. Then they talk to themselves on the same thread! I guess they think there is confort in numbers? Even though the numbers are fake, just like Verizon's gains the last 2.5 years!!!!
Sentiment: Strong Sell
" calls us a bunch of imbeciles "
No I don't. I call you a bunch of crass monumental idiots. What else do you call a load of sheep who follow each other blindly, who don't understand this company and who have missed a 28% rise in just four months?
I like the idea of ETF,s averaging out a sector currently small in SPY and VTI and waiting for downturn to heavily add. I do like individual issues that "crash and burn" for a short to moderate length hold in conjunction with ETF. Some ETF are Cap weighted which put you too heavy into a single stock like AAPL or XOM.
There is room in the market for replication. For instance, if LG Chem or Sakti3 get rolling, Aquion gets their stuff at large scale, other firms will be in the sub $200/kWh range as well.
By saying someone is the low cost provider doesn't mean they will dominate, they are just the ice-breaker through the arctic ocean clearing a path for others to be there as well.
For instance, cell density is not patented. LG Chem, Samsung SDI and others can produce cells at lower and lower prices over time. Other Chinese vendors may be already there or gaining. Panasonic can build a GF in Japan or BYD commission one in China.
The "point" of Tesla being low cost provider also cuts deep into the company financials. They are not profitable at this point and being the low cost provider while also not being profitable requires other incomes - ZEV for cars sold and CA SGIP pass-through from Solar City (perhaps overpaying for equipment to feed project funds from the state incentive programs).
There are also headwinds. National incentives running out (at this point). Fed Tax Credits for Solar PV arrays (the hook in trying to sell Solar PV + batteries) will run out at the end of 2016. Fed tax Credits for EVs will also run out at the end of the sales volume of 200,000 per manufacturer for vehicles sold in the USA. Once those incentives run out (and if not restarted) - firms must compete on the basic economic tenants of supply and demand and contain costs accordingly.
For instance, I mentioned LG Chem above. They implemented a 32MWh battery system for SCE recently. Where's the circus around that? They can do that over and over again as they grow. How hard would it be for LGChem to offer similar 100KW commercial systems using their prismatic flat-cell architecture? By making such equipment, which I suspect will be made available, the market starts to saturate.
Tesla did something sly, they reserved lots of revenue into CA SGIP ahead of time. Then announced their intention
stable and a high-growth company....like apple in the early days. Building up steam
like a volcano-- only 20 bil cap.....fairly small.
my grand parents bought me my first shares of stock (A T & T) in 1971. Growing up my father and I would religiously watch 'Wall Street Week' with Louis Ruykeiser every Friday night on PBS. He recommended BUDD one night and I bought 800 shares with an inheritance in 1979, when it sold for $7 a share. I mowed lawns for $7 per lawn and at the end of the day I'd have some spending cash, but I looked at the Wall Street Journal and see BUDD went up $1. $800 for a 7th grader in the market, and $21 on a day that wasn't raining on a good day. Oh, the American dream. There is a lot of money to be made in the market and it brings out the Wally's and Ben Hurtax' to play. Teology was Aristotle's 'study of ends'. He said the money maker was not happy as in itself making money was not an end. Family was an end. Good health is an end. Being honest in life and profession is an end. I brought my Mom to MUSC yesterday for pre-surgery screening. She got a $100 ticket for an expired handicapped placard. The day meant more to me then the $10k I made in TASR and more I'll make on Monday. My rant. Oh yeah! We need a new batch of shorts!
"We have recently completed the first commercial launch of NetWise with Comcast. There are several additional phases in this opportunity while we expect revenues to grow over time with Comcast."
Now I will try and simplify the above paragraph.
Comcast = Signed Contract = Commercial Deal In Place = Revenue Stream Predictable
"Several Additional Phases" = Quarterly Revenue Around $1 if they repeat Q1
"Several" = More than two
"Expect revenues to INCREASE over time" - i.e. more than $1m per quarter.
Now I wonder why they can provide guidance of around $12m for both Q3 and Q4 to hit their minimum guidance?
All clear now?