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Suncor Energy Inc. Message Board

retire_yung 380 posts  |  Last Activity: Jul 12, 2016 10:28 AM Member since: Aug 6, 2005
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  • Reply to

    This short settle the "Bashers" a bit

    by oil_philter Jul 4, 2016 1:33 PM
    retire_yung retire_yung Jul 4, 2016 7:44 PM Flag

    Tesla said they were going to sell 3000 more cars but they reported sales of just 14,370. To me that means they misplaced them. They should have sold them as they stated they were going to do. But they didn't. They put the units where they didn't intend to. They could not report the cars as sold under accounting rules so they dreamed up a good story and you bought it, hook, line and sinker...................
    Last quarter they had 2,000 in inventory now they say 5,000 .... wow...... and they missed their guidance .......... but they can dream up the stories and you buy it ................I feel sorry for you

  • Reply to

    Not a Trend? Just an anecdote?

    by n0m0renancy Jul 4, 2016 5:58 PM
    retire_yung retire_yung Jul 4, 2016 7:33 PM Flag

    I think the trend shows up on dropping model S sales. 3 quarters in a row with reduced model S sales

  • Reply to

    This short settle the "Bashers" a bit

    by oil_philter Jul 4, 2016 1:33 PM
    retire_yung retire_yung Jul 4, 2016 7:29 PM Flag

    14,370 sold .....That is what was reported

    they mention another 5,000 units in transit. They will report inventory during the quarterly report. there are accounting rules they must follow for reporting. No accounting rules are required for mentions like the extra 5000 misplaced units

    JM is truthful , you not so much...............

  • It simply amazes me how patient Tesla investors are. Why the stock price is above 200 after the solar city announcement is a surprise. Another missed forecast and the doubts about demand for the model s and the model X ....................Why so few model X?

    Maybe this time investors will pay attention to the facts. I have been expecting a mass exodus from the stock. It happened in Feb to some degree, but there is a lot of faith in Tesla to deliver. More missed guidance. The track record is terrible. No other company I know of can get away with such poor performance.

    Every time they dilute the shares, Musk ends up owning more of the company ??? This time his option payout was over 5.5 million shares, diluting everyone else's ownership by 4% ..........a billion dollar payday.......................... of course he sold some of the shares so his ownership did not increase by such a large margin this time.

    The stories are looking more and more lame as time goes on and they keep missing guidance. They are not cash flow positive, they are not selling nearly as many cars as they said they would by now. They say they don't need capital then they issue more shares. the they buy a near bankrupt solar company ...amazing......

    The governance issues are very visible now with the Tesla offer for solar city. Board independence is an illusion and a poorly crafted illusion. Yet investors don't seem to care.

    We may see some action tomorrow.............................or not......

  • Reply to

    Evaluating the 14,730 Cars Delivered

    by oil_philter Jul 3, 2016 11:33 PM
    retire_yung retire_yung Jul 4, 2016 9:37 AM Flag

    would have, could have, should have, but didn't ...........................Tesla missed another forecast, badly..........there is no other explanation. They simply did not meet their own sales forecast ..again

    Dress it up, put some paint on it but the facts are the facts and all this speculation about what Tesla should have done or could have done is simply a distraction from the facts.

    Tesla does very well at distractions..............one could say that "is the company" it defines what Tesla is all about. Yes Tesla is all about distractions from the business fundamentals................ so it can raise more of other peoples money, to create more distractions

  • CFO, Production VP, manufacturing VP .......................who's next?

  • Reply to

    Can't be very important to meet forecasts

    by retire_yung Jul 4, 2016 7:05 AM
    retire_yung retire_yung Jul 4, 2016 8:58 AM Flag

    harry, they reported 14,370 sales not 19,500................ They are not allowed to report false numbers so they reported 14,370 .............................

    Why did they report 14370 .................because that's how many cars they were able to sell. If they could have sold more, I think they would have tried.

    The bogus number of 19500 is just a number dreamed up to entertain the loons. Now they will have to ex[plain Q3...............do they already have 5130 sales for Q3? so we should see Q3 sales above 20k.

  • To have deliveries below Q1 and miss the forecast by such a large margin is a failure of management. To say you have cars in transit ...............why didn't you ship earlier? was the forecast not important? The whole story of cars in transit is bogus. If you are selling cars there are always some in transit. Will Q3 have less cars in transit?

    More BS from Tesla ..............it simply makes no sense.............they missed deliveries period. They dropped the full year guidance as they usually do at this time of year. Just a start ............more reductions to be expected

    Demand issues showing up.................desperate moves to save solar city................the house of cards is beginning to have some problems

  • retire_yung retire_yung Jun 30, 2016 1:09 PM Flag

    good thing it was a short race with no refueling. Even a great pit crew cannot help

  • Anyone know when we should receive the production or sales numbers for Q2?

  • Reply to

    bid her up please

    by retire_yung Jun 29, 2016 9:35 AM
    retire_yung retire_yung Jun 29, 2016 3:19 PM Flag

    thanks .....................211.70

  • retire_yung by retire_yung Jun 29, 2016 9:35 AM Flag

    looking to re-establish my short pos via put options. made some profit from the scty announcement and want to get some longer dated puts.............. like to add puts before they drop the guidance for 2016

  • retire_yung retire_yung Jun 28, 2016 10:47 PM Flag

    You are correct..........it is a huge business opportunity
    The smart ones will provide systems to the largest number of customers. Apple would be foolish to buy Tesla when they have multiple manufacturers they can sell to. Ones that actually sell a lot of cars. Google ....all the smart ones are lined up to serve big markets

    Tesla's battery partner Panasonic reports their automotive infotainment systems business is larger than their automotive battery business. Infotainment is becoming more technical and as you say "It’s commoditization"

    The auto ads are chock full of cameras and auto stopping features..................just the beginning.

  • Reply to

    Model X not ready for prime time

    by scumbag_cyber_terrorist Jun 27, 2016 7:18 PM
    retire_yung retire_yung Jun 28, 2016 12:22 PM Flag

    the first lawsuit ...............more to come, and then there is the recall risk

  • retire_yung retire_yung Jun 28, 2016 11:49 AM Flag

    yup they are pretty fast until it is time to refuel. Then they loose to a Volkswagen beetle from the 1960's

  • retire_yung retire_yung Jun 28, 2016 11:45 AM Flag

    two directors one of which has business relationships with Musk.

    Only one director with no ties to Tesla.....................such a joke....................................

    "we recommend SCTY shareholders accept the deal" ............ even an independent director ought to recognize the rescue.....................what are they going to say? wait until solar city goes bankrupt?

  • Reply to

    Tsla is the new amzn

    by negativeshorter Jun 28, 2016 9:12 AM
    retire_yung retire_yung Jun 28, 2016 11:23 AM Flag

    lol ..............out with logic and double down on cult arguments........so typical of the loon perspective

  • Reply to

     Global Warming’s Terrifying New Chemistry

    by oil_philter Jun 28, 2016 1:09 AM
    retire_yung retire_yung Jun 28, 2016 11:16 AM Flag

    such a load of crapola..............they understand very little about the environment and climate...........they grasp onto every #$%$ idea that bubbles to the surface. Look at all the methane from hydro reservoirs ....hydro is worse than coal for the environment..................

    What about all the natural sources that have been in play for millennium.....................

    Yes Methane is far worse than CO2 .....................but CO2 is easier to tax

    Yes the EPA is wrong, The IPCC is corrupt and Al gore is a proven liar...............may time over lie ...lie ...lie

    History will paint the picture of the corruption of data and science. Text book examples of manipulation of data and lack of due process when evaluating hypothesis.................... shame

  • Reply to

    Tsla is the new amzn

    by negativeshorter Jun 28, 2016 9:12 AM
    retire_yung retire_yung Jun 28, 2016 11:03 AM Flag

    Amazon had millions of customers out of the gate not like Tesla. They didn't manufacture the books, they resell them..............notice the difference???? Amazon built a retail selling organization Tesla is building a manufacturing company

    The two companies couldn't be more different but the loons howl at every success story in business claiming Tesla will be like them ................what a load of crapola.

    Tesla is more like blackberry than amazon. More like ford than blackberry........... more like Tucker or Delorean than Ford............

  • Reply to

    Tsla is the new amzn

    by negativeshorter Jun 28, 2016 9:12 AM
    retire_yung retire_yung Jun 28, 2016 10:55 AM Flag

    Amazon has hundreds of millions of customers. Tesla will have less than 1 million for the foreseeable future.
    Tesla is a car company with limited potential and loads of execution risk. They have to manufacture every item they sell........................................not even close to amazon ......totally different business model ......totally different business.

    The cult following are delusional ...........blind to the actual business fundamentals ..................... it is like watch a bunch of 2 yr olds make sense of the world..............kids say the strangest things so do the tesla cult following

SU
26.27Jul 27 4:02 PMEDT