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Tesla Motors, Inc. Message Board

justthefactsmaam_ok 326 posts  |  Last Activity: Aug 21, 2015 11:51 PM Member since: Feb 2, 1999
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  • justthefactsmaam_ok justthefactsmaam_ok Jul 18, 2015 1:14 PM Flag

    montanaskeptic

    No comments on a cap raise? Back when the stock was something like 20-30% lower you posted numerous times that it was coming. It still hasn't happened.

    Sentiment: Buy

  • justthefactsmaam_ok justthefactsmaam_ok Jul 18, 2015 12:42 PM Flag

    Coyote Ugly is better than ballcoach dumb.

    Tesla hasn't been production constrained for a few quarters. They haven't used that term but you, Mr. 2013, can't remember where you are. The funny thing is most people can figure out that spending $1.5 billion to increase production capacity...actually results in greater production capacity!

    Even if sales flatline from here, Tesla will deliver around 40,000 MS in 2015. Disappointing and well below forecasts to be sure but still an increase of ~25% over 2014 which would once again prove that your predictions, forecasts and self-aggrandizing posts are worthless.

    Sentiment: Buy

  • justthefactsmaam_ok justthefactsmaam_ok Jul 17, 2015 6:38 PM Flag

    ballcoach

    Follow your own advice. Not only did I directly quote from one blog, I just looked at the one droidboy quoted from. Look at what freestyle posted. Look at what droidboy tried to imply despite what he posted. Then look at what I posted.

    Suggesting they're the same says a lot about either your honesty or intelligence. Actually, I'm wrong. In your case it says a lot about both since you have the full quote.

    Sentiment: Buy

  • Before posting he was out, he also claimed to be short puts. Which was after another big runup in tsla. Which is still odd since nearly every post about Tesla is negative. But remember, he just wants the truth...

    "jmcvicker
    Wouldn't touch this right now. Closed out my short put for 7/24 today and just watching to see reaction."

    "jmcvicker • Jul 4, 2015 11:50 AM

    I had to look twice at this to see if I had written it. Agreed that on an uptrend, selling junk puts is comfortable earnings for someone even if they have a bear bias. Doesn't mean sell 270 puts. Means sell 200-220 puts out a few months and managing them."

    "jmcvicker • Jun 26, 2015 7:53 AM

    The most endangered species ... the honest man

    I'm done trading the name. Not done analyzing it. But imagine, just imagine, that I'm right? All icebergs have tips."

    "jmcvicker • Jun 23, 2015 4:20 PM

    I'm not short. I was long shares, short options (both sides) until yesterday except still short 235 puts until 7/2. Then I'm done. I could close them out now for ten cents but why bother. There is really no reason to be involved in this mess. Yes, it is rocketing up but it's done so on a whole stack of (insert the proper word here). Enjoy the riches."

    Sentiment: Buy

  • Here's what freestyle posted: Note the replies are similar in tone and suggest that Elon has no idea how Tesla's sales are going:

    "freestyledesign2015

    Elon -"On sales, I have no idea. We're just trying to make awesome cars."
    Exactly..."

    Here's what Claudia Assis live blog posted:

    "What hopes does Musk have for additional sales with these tweaks?

    “I have no idea. We are just trying to make awesome cars.”

    Freestyle, you put Elon's comments in quotes so what's your source?

    Sentiment: Buy

  • justthefactsmaam_ok justthefactsmaam_ok Jul 16, 2015 7:59 AM Flag

    I also looked at the Careers page and was underwhelmed to be sure but otherwise they appear to be more substantial than what their website suggests. Check out some of the articles that have been written about them.

    Sentiment: Buy

  • They have very ambitious plans and have a very impressive list of talent already. Some are already saying they're a threat to Tesla even though very little is known about their car. We'll see but I think they're more likely a threat to comparable ICEs. We'll see if/when they launch their first car in 2017.

    Sentiment: Buy

  • justthefactsmaam_ok justthefactsmaam_ok Jul 16, 2015 12:26 AM Flag

    ahoykapitan

    Here's another from the state of Colorado:

    "Electric vehicle charging systems. State law prohibits a landlord from preventing a tenant from installing an electric vehicle (EV) charging system on the leased premises, at the tenant's own cost. The charging system must be for the tenant's own use and comply with design specifications and certain other restrictions."

    Sentiment: Buy

  • justthefactsmaam_ok justthefactsmaam_ok Jul 16, 2015 12:23 AM Flag

    ahoykapitan

    Appreciate you being so polite but no need to tread lightly if you think I'm wrong.

    I don't know all of the ins and outs but here's the basis for my post:

    "Last month Governor Brown signed AB 2565, which gives residential and commercial tenants new rights to install electric vehicle (EV) charging stations, and AB 2188, which directs cities and counties to streamline permitting for residential solar projects.

    AB 2565

    AB 2565 provides that for a residential lease executed, extended, or renewed after July 1, 2015, “a lessor of a dwelling shall approve a written request of a lessee to install an electric vehicle charging station at a parking space allotted for the lessee that meets the requirements of this section and complies with the lessor’s procedural approval process for modification to the property.”

    I'm sure there are various conditions and exclusions but the point was that non-homeowners shouldn't be excluded as potential EV owners.

    BTW I'm part of a test program that uses a submeter to measure my Volt's usage. Usage data is transmitted via wifi. If something like this becomes widely adopted, it will greatly ease issues such as billing when installing an EV charger in a multi-unit complex.

    Sentiment: Buy

  • justthefactsmaam_ok justthefactsmaam_ok Jul 15, 2015 11:48 PM Flag

    hollytigerino

    "It Tesla ran on natural gas it would be environmentally much cleaner than electric, run further..."

    How exactly did you come with that? You do know that NGV require a fair amount of power to compress nat gas into CNG or LNG, right? And that power comes from...electricity, the same power that's used to directly power a Tesla.

    Yes, you can refuel your CNG vehicle at home but do you know how much the compressor costs? Do you know how long it takes to refuel? Do you know how much power (electric power, same as an EV) it takes to refuel?

    Yes, CLNE is doing a good job building nat gas refueling stations but there aren't as many of them as there are public EV charging stations and they cost more than Tesla's Superchargers to recharge and to build. I'm not against NGVs, they just aren't as practical as EVs. For semis on the other hand, LNG is great.

    The other stuff about forest fires, mud slides, farming and the benefit from NGVs? Not so sure...

    Sentiment: Buy

  • Reply to

    HOW TSLA BATTERY STORAGE WILL CHANGE UTILITIES.

    by el0ver Jul 14, 2015 10:39 AM
    justthefactsmaam_ok justthefactsmaam_ok Jul 15, 2015 11:34 PM Flag

    ballcoach, YOU of all people is calling me arrogant? Now that's funny!

    "I'll try again to dumb this down for you, JTF. The Roadster was initially priced at $100,000. It was a kit car. No average person could sit in the car comfortably."

    You just made my case-again! The MS is less expensive yet is far larger, more comfortable, has more features, comes with Supercharging, etc.

    "The 4dr was supposed to be 1/2 the price of the Roadster. Musk hinted at $50,000. Well, we all know that didn't happen."

    The very short-lived 40kw started at around $59,000 before gov't incentives.

    "If you can't behave like an adult..."

    That means absolutely nothing coming from someone like you. With your blustery, bullying persona and extreme arrogance, you belong nowhere near the management suite nor children as a coach.

    Sentiment: Buy

  • justthefactsmaam_ok justthefactsmaam_ok Jul 15, 2015 11:19 PM Flag

    temagami67

    To be honest, your reply is baffling, especially after my other posts.

    Comparing a $45,000 car to a $80,000 car is invalid and seems to veer off course from where we started:

    "What I'm saying is that if you can buy a Lexus or Cadillac for $45,000, why would you pay $80,000 for a Tesla?"

    One answer: for the same reason you'd pay $45,000 for a Lexus or Cadillac instead of paying less for a used one or buying a $30,000 Kia or Honda.

    Neither the average person looking to buy a $45,000 car nor those who would stretch by spending $80,000 vs. $45,000 for environmental reasons are or ever have been part of my thesis. I don't expect, nor does Tesla need to sell 300,00 MS/MX globally per year to be successful although I do think they might be able to eventually hit 200,000/year.

    "In other words, Tesla's market is limited to those predisposed to buying an EV."

    That's true to some extent but a good part of that is because they're uninformed about EVs and Teslas. I talk to people all the time about this and even in this LA suburb and environs you'd be surprised at how many people know little to nothing about EVs or worse they believe many of the myths. As that changes, sales will increase.

    Sentiment: Buy

  • justthefactsmaam_ok justthefactsmaam_ok Jul 15, 2015 7:06 PM Flag

    "For example, what do you do if you don't park in a private garage? Or the garage at your apartment complex doesn't have 240V outlets?"

    After the market from the 100 million+ homes in the U.S. and the apartment residents who can get 240V outlets installed has modest market penetration, we'll worry about these other potential customers-if nothing has been figured out over the next few years. BTW here in CA, landlords can't prohibit residents from installing EV outlets as long as they pay for them.

    "What if you don't enjoy the challenge of planning long distance travel around the availability of charging locations?"

    It's not an issue for everyone, even today, and will be much less of an issue every year in the future. 100% of the driving I've done in at least the past 10 years can be easily done with an MS and the current SC network. Ditto that for many of my friends and family.

    "What do you do if you're visiting Temagami over New Year's and it's 30 below?"

    I thought you close after Labor Day and don't reopen until Punxsutawney Phil fails to see his shadow. ;-)

    Sentiment: Buy

  • justthefactsmaam_ok justthefactsmaam_ok Jul 15, 2015 6:54 PM Flag

    chasdfw

    If you've never driven one, own one, or even talked to an owner you don't know what you're talking about. If all you know is what you read on a message board, get out of the basement and find out for yourself.

    Signed,

    A straight non-environmentalist Volt owning EV loving Republican.

    Sentiment: Buy

  • justthefactsmaam_ok justthefactsmaam_ok Jul 15, 2015 6:49 PM Flag

    C'mon temagami, are you really suggesting that what most people will spend on a car vs the price of an MS is similar to comparing an MS to an equivalently priced car?

    I got a laugh out of the dooming the planet comment and hope that was your intent otherwise I owe you an apology.

    Sentiment: Buy

  • justthefactsmaam_ok justthefactsmaam_ok Jul 15, 2015 6:42 PM Flag

    "What I'm saying is that if you can buy a Lexus or Cadillac for $45,000, why would you pay $80,000 for a Tesla?"

    Depends which Lexus or Cadillac you're talking about and I don't think that using the $45,000 models is a fair comparison to an $80,000 MS. The Cadillac CTS-V starts at $84,000; the 85D with Autopilot starts at $87,500. It has slightly better performance while also offering superior handling in rain/snow by virtue of it's AWD which the CTS doesn't have. The MS has far more cargo space:

    "Total cargo volume 31.6 cu ft
    Rear cargo volume 26.3 cu ft
    Front trunk cargo volume 5.3 cu ft"

    The Caddy? 13.7 cu ft. This comparison leaves out the utility and additional space offered when the MS' rear seats are down. Not sure you can do this with the Caddy.

    I don't know if you think it's a fair comparison but by virtue of not having an ICE in front, the MS' frontal crash protection is far superior to the Cadillac due to a much larger crumple zone. It's the ultimate "feature" that you can't purchase in any ICE for any price but comes standard in the MS.

    I could go one but I'm sure it's already ad nauseum for you. I'll finish with my personal experience: after owning a Volt, I'll never buy an ICE again. I'll pay a premium if needed to own an EV because they are superior to ICEs in many ways. The operational savings, convenience, domestic energy support and environmental concerns for some only add to their superiority.

    If you and others disagree, that's ok. My long thesis on Tesla only requires 4 out of 100 U.S. car buyers or 2 out of every 300 of global buyers in 2020 to agree. And even at it's lowest over the last few years, the sentiment on this thread suggests it's the skeptics that have the odds against them.

    Sentiment: Buy

  • While factually correct, be careful of those who bring up greater losses without mentioning:

    Transcript from SA-as poor as it is:

    "Deepak Ahuja - Chief Financial Officer
    So to answer your first question, when assets are put to use for production and delivery of cars, that’s when depreciation kicks off, so a lot of our spend this year is on production capacity expansion and Model X tooling. Those the assets saw depreciation when Model X starts producing. The Gigafactory assets clearly will go into -- would be depreciated when we start producing cells that are being used for production and it depends on our revenue growth."

    The cash has already been spent but until MX production gets up to decent volume, expenses will not only show up in the financials but will be disproportionately large due to low initial volumes.

    On the other hand, if MS orders don't pick up from the slower pace they've been at for the last month or so, the losses will probably be dwarfed by the reaction to weak orders and a lowered 2015 delivery forecast. IMO for now, demand is more important than profits or losses.

    Sentiment: Buy

  • justthefactsmaam_ok justthefactsmaam_ok Jul 15, 2015 4:06 PM Flag

    That's one conclusion.

    My conclusion: EVs are better cars. Spending more than many owners otherwise would have on any car supports this, excluding those who bought for environmental considerations. Buying an MS over a similarly priced car also supports the thesis. Adding in the trepidation of buyers to purchase an expensive product from a company that's new and unprofitable further adds to the perceived value proposition.

    Premium for an EV like the MS? Which models are you comparing?

    My friend's brother just ordered a 70D. He does a lot of driving. He looked at other cars in a similar price range but liked the 70D the best when comparing the car itself, the gas savings and convenience of not having to go to gas stations.

    Sentiment: Buy

  • Reply to

    HOW TSLA BATTERY STORAGE WILL CHANGE UTILITIES.

    by el0ver Jul 14, 2015 10:39 AM
    justthefactsmaam_ok justthefactsmaam_ok Jul 14, 2015 11:13 PM Flag

    ballcoach

    "I said it long ago, JTF. Tesla will NEVER lower prices."

    How can that be if demand is so weak according to you?

    "Not a single instance of price reductions has ever once happened in the auto industry."

    Really? So prices have never been lowered even on poorly selling vehicles? And incentives aren't the equivalent of a price reduction?

    You might want to check on the price of the original Chevy Volt then compare it to the specs on the Gen 2 Volt to be released later this year. And don't forget to look at it's price too. Then again, you think that $85,000 isn't less than $120,000 so there's that.

    Sentiment: Buy

  • Reply to

    HOW TSLA BATTERY STORAGE WILL CHANGE UTILITIES.

    by el0ver Jul 14, 2015 10:39 AM
    justthefactsmaam_ok justthefactsmaam_ok Jul 14, 2015 11:08 PM Flag

    I'm ok being called stupid by a guy who posts this:

    "Improvement in cost? LOL! Average selling price of the 4dr is just a bit over $100,000. the Roadster, $120,000. THIS is an improvement?"

    I'll ask again: Is $100,000 less than $120,000? I assume others can help you out here.

    So what if Tesla bought the frames from Lotus? Is the $100,000 less than $120,000? Is the $85,000 less than the $120,000 Roadster?

    Sentiment: Buy

TSLA
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