Tesla : BEAR in my opinion, what is the bullish case?
- Thread starter Chris Mac
- Start date
Have a minute free.
- 4:52p
Tesla shares down 4.5%, under $200 in after-hours trade - Tesla CEO says China Q4 sales declined significantly: WSJ
- 204.25
2.04(1.01%) 4:00PM EST
After Hours : 192.7511.50 (5.63%) 4:58PM EST - Nasdaq Real Time Price
- China is weak for all the majors. TSLA doesn't have a foothold yet.
Typical analysis from people who have to write something every day and have no real world experience in anything but the art of ignorant bullshit.
http://news.yahoo.com/gms-electric-could-upstage-tesla-own-volt-143422886--finance.html
This vehicle, if they build it, will be a competitor to the Nissan Leaf.
http://www.nissanusa.com/electric-cars/leaf/
BMW also has an entry, but at a higher price point.
http://www.bmw.com/com/en/insights/corporation/bmwi/360_electric.html
Audi and VW will field models soon. There's a problem for these manufacturers. The same problem telco carriers had with DSL. They owned a gold mine with T1-3 lines, if they made DSL lines available they cannibalised the T biz.
This makes it very difficult to present electrics as equals to their high end products. They have enormous vested interest in the near future of internal combustion.
http://dailycaller.com/2014/12/16/watch-teslas-new-all-wheel-drive-model-s-destroy-a-ferrari-video/
http://news.yahoo.com/gms-electric-could-upstage-tesla-own-volt-143422886--finance.html
This vehicle, if they build it, will be a competitor to the Nissan Leaf.
http://www.nissanusa.com/electric-cars/leaf/
BMW also has an entry, but at a higher price point.
http://www.bmw.com/com/en/insights/corporation/bmwi/360_electric.html
Audi and VW will field models soon. There's a problem for these manufacturers. The same problem telco carriers had with DSL. They owned a gold mine with T1-3 lines, if they made DSL lines available they cannibalised the T biz.
This makes it very difficult to present electrics as equals to their high end products. They have enormous vested interest in the near future of internal combustion.
http://dailycaller.com/2014/12/16/watch-teslas-new-all-wheel-drive-model-s-destroy-a-ferrari-video/
They have all developed high end electrics.
TSLA gives away patents because they believe the major marketing problem is not internal combustion competitors but the natural mistrust of electrics. Market penetration of electrics in general will improve their competitive point.
Elec cars are really "forever" cars. Other than brakes, tires, bearings there's nothing to wear out. Replacement battery packs with new improved pkgs. covers it.
http://inhabitat.com/tesla-roadster-to-get-400-mile-battery-upgrade-later-this-year/
This brings us to what moves the real world forward, materials engineering.
TSLA gives away patents because they believe the major marketing problem is not internal combustion competitors but the natural mistrust of electrics. Market penetration of electrics in general will improve their competitive point.
Elec cars are really "forever" cars. Other than brakes, tires, bearings there's nothing to wear out. Replacement battery packs with new improved pkgs. covers it.
http://inhabitat.com/tesla-roadster-to-get-400-mile-battery-upgrade-later-this-year/
This brings us to what moves the real world forward, materials engineering.
Electricity storage is being addressed as never before with large sums of $$/ research thrown at the science. Not for the benefit of transport but to harness the efforts of wind and solar generation. This requires materials engineering that will naturally be beneficial to transport. It will happen sooner rather than later.
http://www.extremetech.com/computin...mes-more-powerful-recharges-1000-times-faster
Other salient factors include the tax breaks. Elec mfgr's ecieve $$ from the govt. for research and then state/ fed govts give tax breaks to purchasers.
The big auto cos support elec because they're judged on total emissions of all production. SUV's came into being by building the old station wagons on pickup platforms. Pick ups are trucks and allowed higher emissions. They were manipulating the emission rules.
Some think trucks will never be elec. Those mile long trains we see are diesel elec, The diesel is just a generator of the juice to drive the elec motors on each wheel. That diesel will be replaced with batteries one day.
Demographics will play a big role. If we're over 40 there's a lot we don't get. I damn sure never texted anybody while driving. It's new to us. Many people in college today will never have anything but elec cars.
Internal combustion engines will probably be illegal in 20 yrs.
http://www.extremetech.com/computin...mes-more-powerful-recharges-1000-times-faster
Other salient factors include the tax breaks. Elec mfgr's ecieve $$ from the govt. for research and then state/ fed govts give tax breaks to purchasers.
The big auto cos support elec because they're judged on total emissions of all production. SUV's came into being by building the old station wagons on pickup platforms. Pick ups are trucks and allowed higher emissions. They were manipulating the emission rules.
Some think trucks will never be elec. Those mile long trains we see are diesel elec, The diesel is just a generator of the juice to drive the elec motors on each wheel. That diesel will be replaced with batteries one day.
Demographics will play a big role. If we're over 40 there's a lot we don't get. I damn sure never texted anybody while driving. It's new to us. Many people in college today will never have anything but elec cars.
Internal combustion engines will probably be illegal in 20 yrs.
Playing TSLA: There are many shorts in TSLA, be careful looking for a long protracted short as many are active players and will cover fast. I suggest a 2hour chart for the most accurate read for short term traders.
Disclaimer: We have 2 Teslas, a roadster that you will have to kill my wife to take away and an S. As with other new tech applications I'm an early investor, pre IPO. Don't try to outfox the future, it's all about engineering and applications in a way never seen in human history before. The timing of mkts taking notice of that is another matter.
Disclaimer: We have 2 Teslas, a roadster that you will have to kill my wife to take away and an S. As with other new tech applications I'm an early investor, pre IPO. Don't try to outfox the future, it's all about engineering and applications in a way never seen in human history before. The timing of mkts taking notice of that is another matter.
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Those are some ugly looking charts. Couldn't you tweak some beauty into them..I think you could certainly make the case that from a relative value standpoint, TSLA is indeed weakening against very high ( > 96 % ) positive statistical 2-year on-the-run correlators like Vanguard Mid-Cap Growth ETF and the Rydex S&P Equal Weight Technology ETF.
Think the relative had some good sense to decline the suggestion. Risking 40 dollars to make 70 dollars is a fool's game.
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Thank you for all your replies!
Sorry but I am still not convinced!
Question of common sense I would say :
Well, I am not an expert but I prefer to buy a car ready after 3 min charge rather than 30 min!!
http://www.bidnessetc.com/32488-tesla-motors-model-s-vs-toyota-motor-mirai-who-will-win-the-race/
Moreover, Tesla is dependent on Japanese batteries! And you know how Japanese are patriots!
Conclusion : I continue to be BEAR with Tesla!!
Remember that what is fashionable can be rapidly out of fashion!
During the 90's, everyone wanted Nokia phones and hated Apple... You know the end of the story
Chris Mac
Sorry but I am still not convinced!
Question of common sense I would say :
Well, I am not an expert but I prefer to buy a car ready after 3 min charge rather than 30 min!!
http://www.bidnessetc.com/32488-tesla-motors-model-s-vs-toyota-motor-mirai-who-will-win-the-race/
Moreover, Tesla is dependent on Japanese batteries! And you know how Japanese are patriots!
Conclusion : I continue to be BEAR with Tesla!!
Remember that what is fashionable can be rapidly out of fashion!
During the 90's, everyone wanted Nokia phones and hated Apple... You know the end of the story
Chris Mac