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first glimpse at future Tesla designs?
This slide from the Tesla Roadshow shows some anticipated future designs, including a pretty sleek looking cabrioletPosted via email from Darryl Siry's posterous
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Elon's pitch: "our valuation will be market independent"
The most fascinating thing about the roadshow was Elon Musk's final words and the chart below. This is actually the first roadshow I've seen (its available online at...
View ArticleCramer on Tesla: buy the IPO, sell immediately
I think this is worthwhile sharing because it is the most in-depth analysis of the Tesla IPO on TV or in print so far and it has such a funny angle to it. He is hot on the IPo and cold on the stock. he...
View ArticleTesla (TSLA) IPO observations
By all objective measures, Tesla's initial public offering was an extraordinary success. After setting a healthy price range of $14-16, they priced the offering at $17. The also increased the size of...
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analysis of AONE's chart since IPO
Some interesting lessons might be learned from AONE stock chart with respect to TSLA. AONE originally estimated their IPO price at $8.50, but faced with strong institutional demand they raised the IPO...
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ZNN - How's that updated business strategy working for you?
This chart shows ZENN's (ZNN.V) stock price since September 24th when they announced an "updated business strategy" to focus entirely on the mystical EESTOR ultracapacitor and abandon the banal...
View ArticleTesla and Toyota's first steps
Bloomberg follows up there report last week that Tesla (TSLA) will be delivering 2 converted Toyota chassis to Toyota with some interesting specifics. In the report today, Bloomberg reporter Alan...
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Revenge of the ICE car
One of the things that is interesting to see, and should not be overlooked with the frenzy of interest in electric and plug-in vehicles, is the innovation occurring with the internal combustion engine....
View ArticleChevy Volt battery warranty sets a high standard
The issue of battery warranties in the developing EV/PHEV field is very interesting for several reasons. First, one of the major considerations for an EV purchaser is total cost of ownership, and with...
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Meet Toyota's Point Man for the Tesla RAV4 conversion project
One of the more fascinating characters I've met in the EV world is Bill Reinert. He is outspoken about his opinions and often plays the skeptic to others' unbounded optimism about the market potential...
View ArticleBarclay's upgrades $AONE - bullish on Fisker
AONE is up 15% today on an upgrade from Barclay's, which also bumped the price target from $12 to $14. Read part of the Barclay Analyst's rationale below: "Several positive pot'l catalysts on horizon:...
View Article$TSLA short interest large out of the gate
In a previous post I described the response I was hearing to the Tesla roadshow as highly polarized - people seemed to either be very bullish on Tesla or very bearish. No one seems to be sitting on the...
View ArticleChevy Volt matches Nissan LEAF pricing
Chevy announced pricing for the Volt today, and while all the articles are focusing on the $41,000 MSRP vs the LEAF at about $32,000, the real headline is that the lease they are offering is exactly...
View ArticleGM can't catch a break
Maybe I have a soft spot for GM because everybody seems to like to shit on them and they are actually great folks and great engineers who have worked hard and transparently to deliver a very unique...
View Article[Wired] Tesla Subsidy Vanishing Amid Electric Vehicle Boom
Here is a link to my latest article on Wired.com. Its always tricky to write about anything related to the CARB ZEV mandate, since it is probably the most opaque and confusing reg in the world (ok,...
View ArticleTesla's rebuttal to my ZEV credit analysis
Here is a link to Tesla's rebuttal to my ZEV credit article, where I point out that the value of ZEV credits will likely crash and that may present additional chalenges to profit margins.Tesla has a...
View ArticleMorgan Stanley Contradicts Tesla
Morgan Stanley's first coverage report was a fascinating read last night given Tesla's rebuttal to my analysis of the ZEV credit market and the potential impact to EV startups. It also highlights...
View ArticleTesla jabs GM, may trademark very insidery term
I received this forwarded email with a concise comment from a prominent journalist at a major news...
View ArticleA day in the life of an early stage startup
The following question was posted on Quora and I saw it at the end of the day as I was winding down. The question was very relevant to me, and I wanted to share my answer here on my blog as well. I...
View ArticleMS downgrade of TSLA reveals wacky world of sell side analysts
Today Morgan Stanley downgraded TSLA from "Overweight" (Buy)with a $70 price target to "Underweight" (Sell) with a $44 price target. How do you slap a sell rating with a $44 price target on a stock...
View ArticleShuttering NewsBasis
Yesterday I wrote a post on the NewsBasis blog notifying folks that the service will be shut down December 16th. You can read more about it there, including the fact that I hope to start posting some...
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Tesla in 2012: When Vision and Reality Converges
2012 will be a very interesting year for Tesla, particularly from the point of view of an investor. I'm not talking about the obvious scheduled launch of Model S in mid-2012. I'm talking about the fact...
View ArticleHealthy, Wealthy and Wise
Well, we'll see about that, but I have decided to wake up at 5:30 am everyday. The timing of this decision might make it seem like a New year's Resolution, but I don't see it that way because that...
View ArticleTrueCar and the nutty world of state franchise laws
If anyone feels that government bureaucracies are good at protecting consumer interests, they need look no farther than the state franchise laws governing automotive sales and auto dealerships.A recent...
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