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I hate to say I told you so, but....well, I told you so. The Tesla driver is guilty of manslaughter. Doctor gets probation, community service for Laguna Canyon Road crash that killed 2 men – Orange County Register Why this took four years is amazing to me. Be careful racing out there, the cars...

I attended the D unveiling in Hawthorne and placed my order when I got home that night. The website was so jammed up that I somehow ended up with 2 separate reservations for a P85D. About a week later Tesla called me and canceled one of the 2 reservations.

Yes 62579 for a P85D. I know this is quite a bit lower than any others posted so far. When I spoke to my DS they informed me I was quite high on the list. I've added my data into row 80 on the spreadsheet as I was not able to insert a row above row 2. It told me I am not allowed to edit the...

I just noticed I am vin 62579. - - - Updated - - - Oh and BTW, I am in California, not Canada. And my exterior is black.

Welcome to the club Realist! Let's all make some more money together!

JB Straubel in his Stanford presentation showed a Tesla slide that had 700,000 unit sales in 2019. The supply constraints are going to be real for about a decade.

I don't know why you guys keep trying to debate Realist. As I stated last week he is clearly a German Car fanboy and a very stubborn one at that. He is living in his own world ignoring all that is going on around him. I get it, I'm mostly of German heritage and loved my past German sedans. I...

My 2 cents - Tesla won't need the cash. In 2015 They will have $1.5B in net profits and over $2B in 2016.

I think Realist is just beside himself that his German cars are no longer the top of the food chain. His past claims have proven to be false and now he seems to be grasping at straws with no verifiable information.

@ kenliles: Great follow-on point! Extra streams of revenue that Ford did not have. @ ecarfan: I agree with you. Range is one of the biggest obstacles to BEV ownership. If the BMW has markedly less range and no Supercharger access then that is a big deal. @Robert.Boston: Microsoft. Elon's...

@ MikeL - your analogy that Tesla's p/e should be compared to Ford's in 1908 (Model T introduction) is brilliant! I couldn't agree more. @austinEV - I don't think the big automakers are anti-EV, I just think they never figured out how to make it profitable and so therefore shunned it. At the...

I'm not sure what makes it a safe assumption that it will be significantly better than the i3. It's simply a bigger i3 just as the 5 series is bigger and more luxurious than the 3 series. In fact, BMW spent a billion dollars and years producing a car that can only go 100 miles on battery power...

The BMW i5 is not competition to the Tesla if it only has 100mile range like the i3.

I posted this in the TM forums as well under my other screen name: Microsoft got into the computing business so early that they were able to establish their operating system as the de facto OS for all PC’s. As a result, they command very large profits to this day. Tesla has a similar...

TSLAopt - Thanks for clarifying. I understand 3 day settlement but did not realize the short updates took that into account.

There is going to be a major reduction in shorted shares when we see the 1/15/14 snapshot. My guess is the shorts continue to cover into tomorrow.

Well hell has frozen over. Realist, congrats on making the switch and announcing before the market opened today. What great timing you had!!!! Now, as to your comments about the drive quality and build quality. You are in the EXTREME minority on both of these issues (winner of all of the COTY...

I think GM will be 30% by end of 2014. The DB analyst seems to agree as he stated today.

The latest update: Tesla Driver Charged with Manslaughter in Canyon Crash - Laguna Beach Independent Newspaper, The Laguna Beach News My guess is that the black box data is likely very incriminating and that the defendant will plea bargain.

Realist - So Consumer Reports' owners survey seems to debunk your theory that Tesla's warranty accruals are too low. If it is the most satisfying car to own on the roads today - BY FAR, then doesn't it follow that there are not excessive defects in the Model S? In fact, it implies that there are...

I'm not saying he's guilty. In fact, I stated in my post today that the juror's will decide his guilt. All I'm saying is the prosecutor believes he has enough evidence. Presumably the black box they subpoened is amongst that evidence.

Be careful not to confuse reported holdings with current holdings. These funds held the stock when they issued their report but there is no way to know if they still own TSLA. Top Mutual Fund Holders Holder Shares % Out Value* Reported Fidelity Contrafund Inc 3,557,617 2.90 687,936,399 Sep...

They don't file charges if they don't have evidence supporting their case.

The Tesla driver was charged with vehicular manslaughter today: Laguna Doctor Charged in Fatal High-Speed Crash - Police Fire - Laguna Beach, CA Patch Laguna Beach turned the case over to the Orange County Prosecutor. Certainly by now they have reviewed the black box evidence. We still don't...

Oops, just realized I double posted my link in lieu of Sal Demir's link. Here is the link to Sal's DCF: Tesla Motors Inc (TSLA): Tesla Motors' Full Analysis 2.0 [Ford Motor Company, SolarCity Corp] - Seeking Alpha - - - Updated - - - I based that on the current 300 mile Tesla range claim and...

Benz that's a great question. I was actually disappointed to learn that cell availability is a current problem. The old agreement which is still in place should have accounted for increased production above 550 packs/week. Panasonic is ramping up old production lines that were closed but I'm...

Hey guys, I'm JZ13 on the Tesla Motors forum. Thanks for posting this here Benz! In April I posted this in the Tesla Motors forum "Why I think Tesla stock will be more than $1,000 by 2020" Why I think Tesla stock will be more than $1,000 in 2020 | Forums | Tesla Motors In it I provided a very...

Panosonic and Tesla have been partners for several years. Obviously they planned for production levels in the current range. Certainly they would have had contingencies to increase/decrease production rather quickly as needed. So why are they stuck at 550 battery packs/week? I know they are...

I took the opposite approach today and bought some Nov 8 calls at $175 strike price on margin. I bought mid-morning and have a nice healthy unrealized gain by the close. Realist, if you are wrong, at what price will you close your position?

I agree with the plea to create a separate forum for the lighter chatter. However, I'm really not that interested in the short-term thread because I have very little interest in the day-to-day price movements of Tesla. IMHO, TSLA is not a stock to trade it is a stock to own and hold because it...

+1 DonPedro - The DCF is the best way to value TSLA because it is an extreme growth stock. As you correctly noted there are many things about Tesla's P/L that are drastically different from any other company. Compare Tesla to other automakers and you find Tesla has no marketing budget, sells...

Yahoo finance is showing 121.45m shares. How do you get to 135m?

Nice job but where are you getting 135 million shares? Last I saw was 119m.

On Monday I bought Nov calls at $190 and at $210

Gigafactory or not the threat of future capacity concerns on 18650 availability appears to have receded. Elon says this is no longer a threat to Tesla's growth: Cool story of a Musk fan getting to hang out with Elon for 30 minutes last week | Forums | Tesla Motors

I am thinking of diversifying with some way OOTM $350's for some of it but not a lot of dough at that strike price. The $350 is obviously cheap but extremely risky. I think most of my proceeds from selling the 140's would go towards 200's with some 250's. But I'm still not sure I should incur...

I see only two plays on Tesla: 1) Long LEAPs. The LEAPs remove most of the short-term volatility in the stock. This play is obviously betting on the long-term success of Tesla. I have been buying OOTM calls. The recent run up in the stock has made some of my contracts DITM. I have strike prices...

Very good point. I agree with you 100%!

Jerry33, mrdoubleb, aronth5 - I think we are all on the same page. This first generation of autopilot will be quite simple. I think many people here are imagining a further complex generation that will be introduced down the road.

What I am describing is a 1st Gen autopilot system. I'm sure future generations would be able to navigate parking lots, etc. I would classify google's autopilot as a future gen system because of its higher LIDAR costs.

Having autopilot navigate through a parking lot would be extremely more technical than autopilot driving in normal traffic. Pedestrians, shopping carts, lack of right-of-way signage, etc. all create too many variables for a computer to figure out. In order to get an inexpensive system out in 3...

Elon states that their autopilot system will cover 90% of driving situations. I would guess he is probably referring to commuter travel and long-distance travel. Maybe also neighborhood travel. That would not require a complicated array of cameras, sensors and computers. The picture shown above...

Yes, that's a covered put. Level 5 is for naked.

This is called a synthetic long. Keep in mind your upside on selling the puts is capped at 100% as you won't get more than the premium you receive. And your downside is potentially more than 100% - opposite of buying the call. If you are selling the put naked you will need level 5 options...

@lola "On a different topic.Tesla may be making headway against the dealers but let one OEM with an existing dealer network even think about going around them with what they tout will be the future of car sales. Dealers know Tesla is trying to crack the door open. The concern is not if...

Commuters are going to love autopilot. Enthusiasts will just switch it off. People who like to drink wine at dinner are going to love autopilot as well. I think now that Hyperloop has been published Elon has some free time on his hands to head up the autopilot project. Affordable autopilot is...

Today I decided to make a play on the Q3 announcement buy purchasing some November calls. Unfortunately there is no November expiration yet. The pricing between the Oct and Dec contracts are way too far apart to make me feel like the Dec is a good value. i.e. $165 strike Oct - $10.80 and Dec is...

"One thing I missed. I have to say it is an impressive model considering the it was done in oct 2012, when TSLA was at $30 range. So far for 2013 the trajectory is right on. " @kevin99 - Actually this model is from July 3 of this year. Sal published a more simple model on April 29 that...

I think Sal did an excellent job but I have a couple of issues to point out. First, he has no dilution. There will obviously be stock options that will vest which will increase the number of shares outstanding. I doubt there is a need for another offering so I would increase the shares...

none of you explanations make sense because if they happened near point of impact Tesla had an open lane between he and Honda. He wouldn't have swerved 2 lanes over. Besides, his statement to police said he was forced out of his lane. Nice try, keep trying.