Runarbt
Active Member
Anyone seen Logical Anton lately on SA? I am missing his spot-on comments. :-D
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Articles re Tesla—Fact or Fiction?
- Thread starter Robert.Boston
- Start date
Anyone seen Logical Anton lately on SA? I am missing his spot-on comments. :-D
Interesting that the recent SA Tesla instigator, Model S Owner -- It's Not That Great's Comments | Seeking Alpha, who was posting at the rate of once every 30 minutes 24/7 for the last 3 months, disappeared cold-turkey on October 30th. Wonder if there's any relation to the recent Tesla lawsuit.
Mod Note:
(not specifically directed toward any recent post; rather, this note is going to ALL active Investor threads).
LAST day of tolerance toward posts that otherwise would have been, and are, unacceptable. One week of election-related wailing and gnashing of teeth and blaming it on others and overall unproductive posts is enough.
(not specifically directed toward any recent post; rather, this note is going to ALL active Investor threads).
LAST day of tolerance toward posts that otherwise would have been, and are, unacceptable. One week of election-related wailing and gnashing of teeth and blaming it on others and overall unproductive posts is enough.
***MOD NOTE***
Okay, fun time is over. I hope all were able to let off all the steam needed, because from now on we will have only decorum, and that of the highest order.
Besides, these Mod Notes are suffering from a bit of overuse.
Okay, fun time is over. I hope all were able to let off all the steam needed, because from now on we will have only decorum, and that of the highest order.
Besides, these Mod Notes are suffering from a bit of overuse.
Listen, if you want to ban me, you don't have to be so passive-aggressive about it.
Lord V:
It's my party, and I'll be passive-agressive if I wanna, wanna, wanna....
Last edited by a moderator:
SW2Fiddler
We Are Cognitive Dissidents
Jim Chanos on the poor prospects for rooftop solar business:
That's what y'all call distributed solar?
I have to think that if he made such a Third Grade Book Report statement off the cuff, on you know, a better known topic...
Better Shorts Please!
That's what y'all call distributed solar?
I have to think that if he made such a Third Grade Book Report statement off the cuff, on you know, a better known topic...
...the hosts surely would have called him on not reading the book before getting up in front of the class.
Better Shorts Please!
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Sorry for posting a Seeking Mediocricy link, but it's been a slow couple of weeks TSLA wise and I heard this notion of Paulo Santos turning slightly bullish, so I just had to check out his latest article. Lo and behold: he says this:
"Tesla has shown meaningful technological advancements.
This article covers two areas where Tesla seems to have made progress: self-driving cars and solar roof tiles.
These advances create upside risk for short sellers."
and then goes on:
"I'm not one to be stubborn on my ideas when faced with new information. In this article, thus, I will be saying stuff which can actually be construed as positive for Tesla (NASDAQ:TSLA)." (Sic!)
And ends it:
"It's just that I had a few good words to say about Tesla's technological developments. Even its self-driving technology seems to be advancing at a surprisingly high rate. Those thinking of selling short Tesla need to be aware of these advancements."
So wow, Santos turning less bearish, Trump is president in the US, perhaps hell is going to freeze over after all...
http://seekingalpha.com/article/4025184-tesla-shows-meaningful-technological-progress
"Tesla has shown meaningful technological advancements.
This article covers two areas where Tesla seems to have made progress: self-driving cars and solar roof tiles.
These advances create upside risk for short sellers."
and then goes on:
"I'm not one to be stubborn on my ideas when faced with new information. In this article, thus, I will be saying stuff which can actually be construed as positive for Tesla (NASDAQ:TSLA)." (Sic!)
And ends it:
"It's just that I had a few good words to say about Tesla's technological developments. Even its self-driving technology seems to be advancing at a surprisingly high rate. Those thinking of selling short Tesla need to be aware of these advancements."
So wow, Santos turning less bearish, Trump is president in the US, perhaps hell is going to freeze over after all...
http://seekingalpha.com/article/4025184-tesla-shows-meaningful-technological-progress
3Victoria
Active Member
Yes, pretty amazing .. he has always twisted things negative in the past. Really, as others have said, everything is pretty positive for Tesla: AP moving along; Model 3 appears on schedule; solar itself, and solar tiles in particular are looking very promising with a factory and Panasonic on the move; GF growing like a weed and ramping up; and TE ramping up, and TE-deals likely to be easier to make post merger. Only the uncertain macro environment is a possible downside.
how do you tell if resonders on SA are actually bots? I seriously suspect due to rapidity of negative responses some there are bots.
any "script kiddy" programs to figure that out with?
(yes i could google it, but, sometimes asking first helps get better answers)
any "script kiddy" programs to figure that out with?
(yes i could google it, but, sometimes asking first helps get better answers)
JRP3
Hyperactive Member
The Blue Owl
Endangerous Herbivore
This Bloomberg article sheds a little light on the mechanics behind the brave new post-fact world we currently live in, and what Tesla is up against.
EldestOyster
Member
I'm getting articles saying Adam Jonas thinks there won't be any Model 3's until the end of 2018. I checked this thread expecting to find some comments. Well, maybe he's not expecting to see his Model 3 until then 
3Victoria
Active Member
Conclusion is that his assessment leaves lots of room for beats. Its "under-promise, over-deliver". Over delivering should be easy: TE>0, Solar>0, etc.
Here's the full note.I'm getting articles saying Adam Jonas thinks there won't be any Model 3's until the end of 2018. I checked this thread expecting to find some comments. Well, maybe he's not expecting to see his Model 3 until then
"We continue to forecast a Model 3 launch at the very end of 2018 (more than 1 year later than company target) with 60k units in 2019 and 130k units in 2020."
$242 price target ASSUMING --
- Model 3 will be up to a year and a half LATE
- Model 3 will have a glacial ramp after launch
- ZERO value from SCTY
- ZERO value from Tesla Energy
They reiterated their Equal-Weight rating.
Even Wall Street bulls have no confidence that Tesla will meet their targets, which means the upside is tremendous.
That's because it was being discussed in the Model 3 subforum:I'm getting articles saying Adam Jonas thinks there won't be any Model 3's until the end of 2018. I checked this thread expecting to find some comments. Well, maybe he's not expecting to see his Model 3 until then
Morgan Stanley Predicts Model 3 Launch Late 2018
I have a general question. I stepped in "a pile of..." on SA
I find it difficult to believe that someone working in the Solar (PV?) and wind and renewables field can use with a straight face "Clean Coal" and say the use of wind/PV will be to crack H2O to store the H2 for fuel cell vehicles
Have there been discoveries I'm unaware of that have changed the energy equations for H2O --> H and Coal becoming "Cleaner"
I find it difficult to believe that someone working in the Solar (PV?) and wind and renewables field can use with a straight face "Clean Coal" and say the use of wind/PV will be to crack H2O to store the H2 for fuel cell vehicles
Have there been discoveries I'm unaware of that have changed the energy equations for H2O --> H and Coal becoming "Cleaner"
3Victoria
Active Member
"Clean coal" is an oxymoron.
Cleaner coal is possible with carbon capture, but it is likely not economically viable, see Carbon capture coal plants double the price of power
Of course, political issues might make it acceptable, eg jobs, taxes, etc. But green energy is cheaper, and will bring jobs too, as outlined in the article.
While using green power to split H2O for H2 sounds good, it is very inefficient, dangerous (H2 burns), difficult (H2 is very small molecule and hard to contain). It is much easier to store the green power in batteries, and use the energy directly, rather than through a multistep process. A Google search on "tesla hydrogen fuel cell" finds multiple articles on this.
Cleaner coal is possible with carbon capture, but it is likely not economically viable, see Carbon capture coal plants double the price of power
Of course, political issues might make it acceptable, eg jobs, taxes, etc. But green energy is cheaper, and will bring jobs too, as outlined in the article.
While using green power to split H2O for H2 sounds good, it is very inefficient, dangerous (H2 burns), difficult (H2 is very small molecule and hard to contain). It is much easier to store the green power in batteries, and use the energy directly, rather than through a multistep process. A Google search on "tesla hydrogen fuel cell" finds multiple articles on this.
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