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iShares TIPS Bond Message Board

n0m0renancy 192 posts  |  Last Activity: Apr 26, 2016 5:36 PM Member since: Jun 15, 2004
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  • n0m0renancy n0m0renancy Apr 26, 2016 5:36 PM Flag

    "hmm yes I'd appreciate if they commented on that."

    I had noted multiple times that the quarterly filings state that Tesla "intended" to pay the face value of the notes with cash. At one point within the last year or so when Tesla's cash burn was eating through its cash balance, I opined Tesla might state they changed their mind and use shares if early redemption notices were given by the holders of 2018 notes.

    Subsequently, Gator ground through the notes' prospectus and illustrated how the formula therein showed the face value would have to be re-paid in cash, regardless of whether the notes are redeemed early or at maturity. Tesla has the option to use shares to redeem values above par. The underwriter's hedges cover above-par exposure between ~$125 and ~$185.

    Ultimately, it may be a distinction without a difference. It appears Tesla will be unable to roll the debt with newer, longer term notes, so it's likely Tesla will use the cash from another equity offering to redeem the 2018 notes.

  • n0m0renancy n0m0renancy Apr 26, 2016 1:38 PM Flag

    " it's equally unfair for them to continue to pollute while enjoying cleaner air because people like me made a commitment and invested in cleaner technology."

    People like you made a commitment to the pollution occurring in some else's back yard, particularly poorer, darker skinned folks far away, where the ores are mined and refined for battery cell materials used in EVs that can go from 0 to 60 mph twice as fast as advisable while hauling around an extra half ton of rarely used cells.

    The rest of the world is so undeserving yet ever thankful that "people like" you have decided on the "correct" technology (however unfair that may be to alternatives.)

  • Reply to

    It's the infrastructure, stupid!

    by lone_ranger Apr 24, 2016 2:31 PM
    n0m0renancy n0m0renancy Apr 25, 2016 1:31 PM Flag

    "you don't own a tesla, you are on the grid, you don't really believe what you claim do you?"

    The chief cleric's mission is to dupe others into believing the tenets of the religion, not to practice them personally.

  • n0m0renancy n0m0renancy Apr 25, 2016 10:53 AM Flag

    "To provide perspective on our Supercharger network and its costs, we respectfully call the Staff’s attention to the following. As of December 31, 2013, the net book value of our Supercharger network assets, including those in-service and under construction, was $25.6 million."

    See: secDOTgov/Archives/edgar/data/1318605/000119312515017866/filename1.htm

  • Reply to

    It's the infrastructure, stupid!

    by lone_ranger Apr 24, 2016 2:31 PM
    n0m0renancy n0m0renancy Apr 24, 2016 8:03 PM Flag

    " Routine fuel cost for the EV is 2.4x cheaper than gasoline. "

    If that is close to accurate, a big factor in that difference is state and federal taxes used to build and maintain roads (and other general fund purposes.)

  • Reply to

    It's the infrastructure, stupid!

    by lone_ranger Apr 24, 2016 2:31 PM
    n0m0renancy n0m0renancy Apr 24, 2016 7:56 PM Flag

    "Gasoline is stupid. It's a nasty habit" (sez the hypocrite who shows up here periodically, crowing about his oil burning, gasoline consuming ancient Prius)

    Then quit using it! About half of a barrel of oil ends up as gasoline--another significant portion is made into fuels for airplanes, trains and ships, but the lighter ends are processed into innumerable products that make our lives easier, more enjoyable, and longer (medical devices and pharmaceuticals). Where do you think that synthetic graphite comes from that Musk claims is used in the anodes of those 7,000+ cells/car?

  • Reply to

    Saving the planet ==== ????

    by kbodie77777 Apr 24, 2016 10:30 AM
    n0m0renancy n0m0renancy Apr 24, 2016 6:55 PM Flag

    Kyoto is a joke. The Germans got what they wanted--back dating the baseline for emission reductions to 1990 since they knew that in the interim they had shut down the ancient, inefficient East German coal units which were devoid of pollution control technology. The Germans had already achieved the initial reduction goals.

    Lay and Skilling sent a lot of "argent noir" to Bubba and Bore trying to get them to submit Kyoto to Congress so Enron could make a killing by controlling the carbon credit exchanges. Clinton and Gore took the money but did nothing. However, it opened Al's mind to the realization there is a lot of money to be made in greenmail.

  • Reply to

    Dan Galves

    by n0m0renancy Apr 21, 2016 3:14 PM
    n0m0renancy n0m0renancy Apr 21, 2016 3:57 PM Flag

    Melissa Lee said something on CNBC about Tesla and a Credit Suisse analyst leaving--I wasn't paying close attention.

  • n0m0renancy by n0m0renancy Apr 21, 2016 3:14 PM Flag

    Did he just leave Credit Suisse??

  • n0m0renancy n0m0renancy Apr 21, 2016 12:12 PM Flag

    " they are an increasingly unprofitable company."
    2013 Lost $74 million
    2014 Lost $294 million
    2015 Lost 892 million

  • Reply to

    People get personal on this board.

    by martc1 Apr 20, 2016 12:28 PM
    n0m0renancy n0m0renancy Apr 20, 2016 2:49 PM Flag

    "If you hit the ignore button then you may lose some crucial info"

    My guess is that it will take you less than a month to figure out that it does not apply here. There is minimal substance here on why TSLA is a good place for your Shekels.

    If you are looking for contrary views to your skepticism about TSLA's share price, lurk on TeslaMotorsClub's Short Term thread (be prepared for some preposterous fantasies).

    Perhaps the best forum is Seeking Alpha--particularly the comments section. Most views there, both pro and con, are expressed articulately and civilly (contrary to what you have already observed here)

  • n0m0renancy n0m0renancy Apr 20, 2016 10:21 AM Flag

    " May not make sense but it's reality."

    Reality is the Bolt qualifies for ZEV/GHG/CAFE credits.

  • n0m0renancy n0m0renancy Apr 19, 2016 6:10 PM Flag

    "Tesla should beat up its suppliers"

    From the continuing exodus of officers it appears Elon would prefer to wail on his key employees.

  • Reply to

    Model X must really be a dud

    by rusty_wallace_fans Apr 19, 2016 3:41 PM
    n0m0renancy n0m0renancy Apr 19, 2016 6:06 PM Flag

    " How can a car that was suppose to be mechanically and functionally so similar become such a nightmare to build..?"

    "Haters" that have been here awhile are ever thankful that Elon decided not to proceed with the Cabriolet and Van? Can anyone even imagine how high the share price would be if those were available to the faithful?

  • Reply to

    hillary losing so far in NY

    by spree1975 Apr 19, 2016 1:27 PM
    n0m0renancy n0m0renancy Apr 19, 2016 5:42 PM Flag

    "I did not know polls had closed in NY yet "

    No worries. It's Ernie's favorite un-party. The votes of the deceased are yet to be counted.

  • n0m0renancy by n0m0renancy Apr 19, 2016 1:14 PM Flag

    listed on Consolidator.

    Many more Xs have been listed Ebay than in the first year of S production.

  • Reply to

    190 Added Today

    by n0m0renancy Apr 18, 2016 2:38 PM
    n0m0renancy n0m0renancy Apr 18, 2016 5:42 PM Flag

    For Disruptors, do guesses count as color?

    IIRC, the original Resale Value Guarantee was announced on or about April 19, 2013. It was expressed as Teslas would hold their resale value more than comparable luxury vehicles after three years. It took a week or so for Todd and his underlings to convert the hype into written T&Cs. That's when the 50/43%, 36-39 months, mileage adjustment, financing "partners" and other fine print became available. Bottom line, early RVG buyers could exercise their put option anytime between now and July. Waiting to July would allow additional use without reducing the % buyback, other than by the mileage factor.

    As for CPOs, the original theory when they essentially disappeared from the consolidator was that they were being converted to Service Loaners rather than using new vehicles. I haven't seen much to corroborate that one way or the other. I do think Tesla moves trade-ins to used car dealers (whether through auctions or in bi-laterals transactions) to reduce carrying costs. Tesla schtick is new car deliveries, no analyst cares about trade-in opportunities to generate profits. Look at Texas Direct and other used car dealers offerings on Ebay, Autotrader, CarsDotcom etc. versus private sellers.

  • Reply to

    190 Added Today

    by n0m0renancy Apr 18, 2016 2:38 PM
    n0m0renancy n0m0renancy Apr 18, 2016 5:01 PM Flag

    "That helps to explain the gaps in the VIN sequence"

    Some things may be "rottin'" in locales beyond Denmark. The S Google spreadsheet shows VINs above 130.000 were being issued for orders confirmed in mid-February. Many of those new. low mileage Inventory listings that just showed up today two months later in both NA and Europe have VINS under or slightly above 130,000.

    If disruption eschews model years in favor of constant updates, what's the alternative to blow-out sales with incentives for stale fascia after you announce "refreshed" updates?

    Maybe the congregation should meditate on the number of entries in the Google spreadsheet for 2Q16 compared to half way through the first month in prior quarters.

  • n0m0renancy n0m0renancy Apr 18, 2016 2:57 PM Flag

    "An honorable man works for no payment."

    Single-handedly saving our small blue planet is more than sufficient compensation.

  • Reply to

    Ballcoach = Fiat CEO

    by oil_philter Apr 18, 2016 1:29 PM
    n0m0renancy n0m0renancy Apr 18, 2016 2:55 PM Flag


    "Tesla alone has forced the industry to start building EVs."

    It certainly has nothing to do with the oppression of elitist apparatchiks in gubermint that force their junk science on the industry.

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