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CombiMatrix Corporation Message Board

ddeboy 4 posts  |  Last Activity: Jun 25, 2014 7:38 AM Member since: Sep 13, 2012
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  • Sell.

    Sentiment: Strong Sell

  • ddeboy@sbcglobal.net ddeboy Jun 24, 2014 8:50 PM Flag

    wrong. You've been added to my ignore list. Enjoy covering your shorts.

  • Reply to

    235 to 245 ah tonight.

    by spre1975 May 7, 2014 9:30 AM
    ddeboy@sbcglobal.net ddeboy May 7, 2014 9:43 AM Flag

    To all those in doubt. Here you go-I can't disclose the number in the factory as I would get arrested but here is the publicly known numbers:
    If I remember correctly, Tesla delivered 6900 cars in the last quarter of 2013. However, their guidance for Q1 2014 was 6400 cars; they said the decrease would be due to completed cars "filling the pipeline" for China deliveries (i.e., a good number of cars would be completed, but on a cargo ship to China). Since then, I have seen analysts comment on the lower expected delivery number without realizing/remembering the reasoning....but I digress.

    I've now seen a few estimates for Q1 2014 deliveries, and while I don't know the original sources of these numbers, things look good. Here's what I've got:

    - 2000 cars delivered in Norway in Q1, with nearly 1500 in March alone (that was publicized in several places)

    - 4700 cars delivered in the US in Q1 (LA Times: http://www.latimes.com/business/autos/la-fi-hy-tesla-sales-slow-20140408...)

    - I'm guessing that there were probably at least a couple hundred deliveries in other areas of Europe, Canada, etc.

    - Total estimate, assuming the Norway and US numbers are accurate: 6900+

    Tesla should be way over their 6400 guidance.

  • Reply to

    Like I said 4 months ago

    by spre1975 Apr 23, 2014 9:50 AM
    ddeboy@sbcglobal.net ddeboy Apr 23, 2014 10:12 AM Flag

    You can try to rationalize it any way you want but the bottom line is investors what profits. Tesla can do that with Gen III and pay out about 25% of their profits with Gen III sales. Every investor should know by now that evaluation means absolutely nothing. Zip.

2.40+0.15(+6.67%)Jul 22 4:00 PMEDT

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