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Oil States International Inc. Message Board

noah_stock 6 posts  |  Last Activity: Feb 12, 2015 6:42 AM Member since: Oct 21, 1999
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  • Reply to

    close betweem 190-180 today. 175 by friday.

    by doctor92373 Feb 12, 2015 6:19 AM
    noah_stock noah_stock Feb 12, 2015 6:42 AM Flag

    sorry, 45K / year + 5 is 50K is everything, I mean everything is sold!

  • Reply to

    close betweem 190-180 today. 175 by friday.

    by doctor92373 Feb 12, 2015 6:19 AM
    noah_stock noah_stock Feb 12, 2015 6:41 AM Flag

    Absolutely correct. Their revamped production line pumped out cars at a rate of 40K/year. They have about 4,500 in inventory. If they sell everything they are at 45K. Top that off with any shutdown that will occur to retool for the model X, and there is no way to produce that many cars without another production line! Do the math people!! Dilution is the solution for cap ex. Tesla going down from here.

  • Ok, so we know that China had problems, and we also know that the December US sales number is supposedly a monthly US sales record. So what does this probably mean?

    It means that to hit the numbers, Musk & Co pushed their US inventory out as quickly as possible to hit last quarter's expectation, or at least come close. By doing so, he may have poached some of the backlog for the US, and or additionally asked Model X buyers to switch over for guaranteed resale values.

    That being said, the 1st quarter of this year will be #$%$; blaming the China sales group and turning them over to show action is being taken.

    So, I expect they will get close to the numbers, but May 11th announcement isn't going to be so hot.


  • noah_stock by noah_stock Feb 4, 2015 10:40 AM Flag

    How do you find more people who can afford this cost....especially when you look at yesterday's news:

    Volatile day in the markets
    Largest decline in Personal Spending since September 2009
    Wages and Salaries gain slowest in 7 months
    December ISM Manufacturing Index down to 53.5
    December Employment growth at 7-month low
    2.6% GDP number will likely be revised downward
    U.S. Factory Orders declined 3.6% in December
    Oil prices triggering momentum against the dollar
    The FOREX markets are beginning to acknowledge U.S. economic weakness
    Weak Euro makes car even more expensive.

    1st qtr sales will begin to slow no matter what imaginary number they put out in their upcoming CC.

  • Looking at EV blogs, TSLA will be lucky to sell 8000 cars. that puts them at 30,000 for the year--way below target. And I understand they are calling Model X buyers and trying to convince them to buy the PS85D and guarantee trade in value. so they doubledip the sale. Models are late, China is in turmoil, this company is burning cash--look for another secondary offering to finance the Model X rollout next year. Sell now before you get diluted.

  • Reply to

    Giga Update

    by temagami67 Dec 2, 2014 2:05 PM
    noah_stock noah_stock Dec 3, 2014 1:22 PM Flag

    "FMC Corporation Announces Lithium Carbonate and Lithium Salts Price Increase"

    Key battery costs appear to be going up 10%

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