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  1. Sunnyday

    Chewing up time savings at the Supercharger

    The calcs here are great for maximizing drive time and minimizing charge time, but here's another consideration to layer on that might help your time utilization. If I'm on a long roadtrip, I'll plan a full charge at the same time I want to have a meal, and I'll do shorter charges elsewhere to...
  2. Sunnyday

    Pismo Beach: New High Power Wall Charger at Kon Tiki Inn

    Hi all, if you're planning to visit Pismo Beach, the Kon Tiki Inn in Pismo Beach, CA last month installed an 80/40amp High Powered Wall Charger that's free for guests in the evening (I think they might charge a nominal $7 during the day when their rates are higher). I'm charging at 80 amps as I...
  3. Sunnyday

    Bjørn's Tesla Model S videos

    Bjorn, great videos. I'd love to see a how-to video where you went into behind the scenes detail of how one of these videos was taped, edited and produced, and the thinking and decision making that goes into each aspect of taping, editing, ambient audio, added audio, lighting, etc. BTW, I...
  4. Sunnyday

    Un-Boxing HPWC & Internals Walk-through.

    My primary thought watching the video was how much I appreciated islandbayy for taking the time to share this video with the community. I'd hate for anyone with something to contribute to feel reluctant to share their smarts for fear someone's going to critique their video. I'm more interested...
  5. Sunnyday

    CA: Solar power installer working in the San Francisco Bay Area: recommendations?

    I used Horizon Energy Systems about six years ago to put in a deliberately over-built system with SunPower panels (I was planning for an EV, and now that day has come!). I collected about six different bids, and Horizon came in near the lowest and with SunPower which at the time was typically...
  6. Sunnyday

    The “R” word just won’t go away…

    No doubt, Elon is brilliant, but his PR strategy is not always. Bad press is bad press. It's harmful. His public wordsmithing over the meaning of "recall" is only putting the word pair "Tesla" and "Recall" into more headlines. More people read headlines than read stories, which means the net...
  7. Sunnyday

    Are there many high amperage J1772 public charging stations?

    Great feedback, thanks so much. I think I'll get it. Captain Zap, I'm in CA so that map provides some compelling justification. Evan and Phil, most of my roadtrips will be in California, but I'm thinking once a year, or once every other year, there will be a cross country trip the the East...
  8. Sunnyday

    Are there many high amperage J1772 public charging stations?

    Although I don't need the HPWC twin chargers at home, I'm wondering if I should get the twin chargers for road trips. Are there very many high amperage J1772 public charging stations, or is it anticipated that there will be a lot more in the future? I see the J1772 adapter is 80 amp capable...
  9. Sunnyday

    Short-Term TSLA Price Movements - 2013

    I think Tesla's going to need to play their celebration PR a little close to vest for a few months now that they have these class action parasites circling around making (erroneous) claims of hype and broken promises. Tesla needs to consider themselves on notice for anything that would create...
  10. Sunnyday

    Tesla, Surreal Tesla

    Beautiful, thanks for sharing.
  11. Sunnyday

    Short-Term TSLA Price Movements - 2013

    There's a nuance to smart PR, and it requires that you have smart spokespeople at the front line empowered to comment without running everything up and down the flagpole. Tesla knew about fire #1 before it was posted to Youtube or made the news at Jalopnic. They could have announced...
  12. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Do you come from PR as well? Luckily, I've been out of the business for a few years after doing it for about 20 yrs. I'd offer my counsel to Elon gratis because I too want to see him succeed. I'm a fan. I don't know if it's fair to pin all the blame on the current PR team. I don't know...
  13. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Thanks. If things play out as I expect, I'll have an opportunity to reenter at a point that will give me a higher long term expected value. But yes, I recognize that the self-kicking could start much earlier than 1-2 years. It could be 1-2 weeks if things magically turn around. Good luck...
  14. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Regrettably, I've cashed out my chips earlier today for a nice gain and have decided to bank it in a couple rental properties, and a decked out P85 for January delivery. I got into TSLA for the long term potential, and to support the move to EV. However, I've found myself disillusioned by...
  15. Sunnyday

    Short-Term TSLA Price Movements - 2013

    There's quite a lively discussion about this over at Air Suspension no longer lowers at highway speeds (FW update v5.8)) with mixed reactions. A lot of owners are disappointed at Tesla's lack of communication on this. Apparently this "feature" in the new update wasn't advertised. Someone...
  16. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Dear Tesla PR: We need to have a little talk. Multiple media reports are reporting that Telsa is not available for comment. How difficult is it to answer the phone? Say what you know, what you don't know, and let the reporter know you're investigating and will share all asap. Show you care...
  17. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Now would be a good time for Tesla Motors (TeslaMotors) on Twitter to simply tweet, "A Tesla employee had a personal medical emergency and first responders have arrived. This is not a fire." Or whatever. Or for them to call their favorite Reuters or Bloomberg reporter and set the record...
  18. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Here's a link to the Dealbook video with Sorkin: One on One with Elon Musk, Tesla and SpaceXon NY Times - live streaming video powered by Livestream Overall, excellent interview. A must watch for investors. It's pretty clear Elon underestimated public concern about the fires, was shocked by...
  19. Sunnyday

    Short-Term TSLA Price Movements - 2013

    He'll be interviewed by Henry Blodgett at 4:50pm - http://www.businessinsider.com/event/ignition-2013/agenda - which means if he has any material market moving news to share he'll probably disclose it beforehand to satisfy full disclosure rules. Very odd that they'd hint at a forthcoming blog...
  20. Sunnyday

    Short-Term TSLA Price Movements - 2013

    I wonder when Elon's blog post is forthcoming?
  21. Sunnyday

    A Class Action Lawsuit AGAINST "Pomerantz Grossman Hufford Dahlstrom & Gross LLP"

    Yes, that's their MO. They know that the court system is set up to give everyone their day in court, yet the way the court works it can take months or years for someone to finally get their day in court, and it takes millions of dollars for the defendant to get there. So it would cost Tesla...
  22. Sunnyday

    Q3 2013 results - projections and expectations

    Q3 Conference call Share your thoughts on the Q3 conference call - Tesla - Events Presentations I'll start... Batteries touched almost every aspect of everything significant during the quarter and their expectations going forward. My notes: 1. Battery constraints - Elon's comment about...
  23. Sunnyday

    Articles/megaposts by sleepyhead

    Thanks, Sleepy. Great stuff. Three questions. 1. Your models are forecasting significantly higher EPS than the highest consensus estimates, per your notes at tcinvestor . Based on past quarterly beats by TSLA, if the Q3 numbers come in near your numbers, what would that mean for analyst...
  24. Sunnyday

    Q3 Delivery Calcuations

    Does anyone know what the consensus analyst estimate is for deliveries in Q3 and Q4?
  25. Sunnyday

    Yikes! Ordered this week and my P85 is arriving in 3 or 4 days!

    If you don't mind, would you summarize the items on your Amazon wishlist of Tesla accessories? thx
  26. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Good letter. Unfortunately, these class action law firms are the scum of the earth, and they're not interested in logic or reason, and they know their case will be picked up upon by the shorts (they want that!) because it gives them more leverage against the accused. Their interest is find...
  27. Sunnyday

    Charging with time-of-use billing

    Awesome, thanks!
  28. Sunnyday

    Charging with time-of-use billing

    I'm on a net metering plan with PG&E thanks to my solar panels. I get lower energy prices if I consume off peak, which is 6pm to 12Noon. Is it possible with the Model S to specify start/stop times for when it sucks juice from the wall? Ideally, I'd like to get home, plug the car in but not...
  29. Sunnyday

    Second Model S on fire (October 18th, 2013 in Merida, Mexico).

    Tesla is a tank. The ideal car for drunken drivers, somnambulists, narcoleptics and those prone to passing out while at the wheel. Autopilot can't come soon enough.
  30. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Maybe some of the owners, shareholders and California residents (maybe out of state and out of country folks could mention how California has set - and should continue to set - an important example for the rest of the country and the rest of the world) on this board could write or call and share...
  31. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Interesting observation on options pricing. In addition to my long shares, I've got two sets of Jan '15s, 140 calls I bought and 200 puts I wrote. Both are in the money right now by about $30, yet the call is about $57 and the put is about $66. By my calculation that means the premium on the...
  32. Sunnyday

    P85 Delivered with 5.6

    I think Tex deserves a free maxed out Model X - the first off the line - when it comes out as Tesla's way of saying thanks for all the upsells. Go Tex!
  33. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Here are some random thoughts on the board and the stock... 1. I think all the chatter here about what's allowable on the board and what's not, and the splitting of threads, has quieted the voices and diversity of the stock talk. 2. As some of the more experienced traders expressed, spirits...
  34. Sunnyday

    Discussion on Investor thread configuration

    +1 Since this is the short term thread, I welcome posts on options, options strategies, going long, going short, news, speculation. I even welcome feelings. If someone's feeling confident or less confident or uncertain, that's all interesting sentiment to me, especially when someone shifts...
  35. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Agreed. I don't think we can or should expect that Elon tweets or blogs everytime the stock drops. However, it is the responsibility for Elon and his corporate communications team to monitor the messages and memes out there and step in to correct them anytime they veer dangerously off course...
  36. Sunnyday

    Short-Term TSLA Price Movements - 2013

    At this early stage in deliveries, wouldn't orders from Germany, or cars in production for Germany, serve as more accurate measures of demand than registrations?
  37. Sunnyday

    Q3 2013 results - projections and expectations

    Amen. Viva transparency. More, better information, widely disseminated, benefits shareholders.
  38. Sunnyday

    Cost of Aluminum & Gross Margin

    More news on the Aluminum front. This story from Bloomberg a few days ago, talking about how a reform of warehousing practices will lead to lower prices as new inventory floods an already glutted market Aluminum Costs Seen Dropping as LME Unclogs Depots: Commodities - Bloomberg
  39. Sunnyday

    Q3 2013 results - projections and expectations

    Re: In transit cars, do they front-load shipments to Europe at the beginning of the quarter so the cars arrive and are delivered before end of quarter? Someone at a showroom told me right before the end of Q3 that their US deliveries starting in October were about to slow so they should shift...
  40. Sunnyday

    Short-Term TSLA Price Movements - 2013

    I'm not viewing the government shutdown as a strong negative against Tesla. I think Elon's response will go a long way toward undoing some of the harm that the event and their slow response caused. The harm was both short term and long term. The fire shook the confidence of investors, owners...
  41. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Thank you Elon! To show my appreciation, I bought 1,000 more shares after hours. His response was excellent. Going into the weekend news cycle, the media now has the information they need to turn this fire into a net positive for TSLA. I would have liked this response a couple days ago, but...
  42. Sunnyday

    Short-Term TSLA Price Movements - 2013

    True. The quality of information here is second to none. Congrats everyone.
  43. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Wonderful (not!). Slimeball opportunistic vulture law firm. Unfortunately, this gives the media more dots to connect to construct a negative story. Downgrade + fire + law firm sniffing around for a class action. All of this could have been prevented. As a huge bull and Elon fan, I want to...
  44. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Tesla needs to come out with a strong statement today before market close, otherwise the narrative of this story in weekend media such as Barrons will be all about Tesla's come to Jesus blowup, and then the bloodbath will continue through into Monday. Every minute they delay they're allowing...
  45. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Hmm. Assuming that's really what DB is saying, and assuming Tesla has conveyed those comments to DB already but not to investors, that would be a PR and disclosure blunder on Tesla's part. That's two big assumptions, so fingers crossed neither of those things have happened. That's the analyst...
  46. Sunnyday

    Short-Term TSLA Price Movements - 2013

    It would be tough for anyone to match the PR blunders of Netflix during that time. I trust Elon and team is capable of pulling this off, but they need to show it now, not tomorrow or the day after. For example, a simple tweet from Elon that says "I'm personally overseeing the investigation...
  47. Sunnyday

    Short-Term TSLA Price Movements - 2013

    NFLX provides a good case study of how an otherwise pristine company made a series of PR blunders in quick succession that shattered investor confidence and caused the stock to plummet. Golden children, priced to perfection, are extremely vulnerable to such a turn. Think back to when Tesla...
  48. Sunnyday

    Short-Term TSLA Price Movements - 2013

    They can make a statement before they have all the facts, IF they clearly articulate what they know, what they don't know, and what's their plan to determine what they don't know. For example, have they flown a team of engineers to Washington to inspect the car? Are they in possession of the...
  49. Sunnyday

    Short-Term TSLA Price Movements - 2013

    The fire does little to shake my long term bullish view on TSLA, though I must admit I'm disappointed Tesla hasn't come out yet with a more comprehensive statement on their blog. When I click to the Tesla blog at Tesla Blog | Tesla Motors I see an old post on the hyperloop. This gives the...
  50. Sunnyday

    Short-Term TSLA Price Movements - 2013

    Nice panic today. This will test the mettle of longs, and provide brave souls an opportunity to go long at prices that might not be seen again. Glad Tesla made a statement, though I'd prefer to see a much stronger more definitive statement. Hopefully that is forthcoming as they learn more...