Roy Philipose Stocks

Feb 26, 2013 6:51 AM | about stocks: TSLA (May 2013, This was supposed to be my first article in July 2012, but was rejected by SA for some odd reasons. It is funny, how they allow many average articles to be written.) July 2012 Shareholders, There seems to be great debate regarding the success or fail for Tesla Motors. One side seems right that the "current battery technology and strategy" will cause Tesla to fail. The other side feels strongly that, "Elon Musk, CEO of Tesla, and his team" will succeed in making Tesla Motors a great carmaker. Who is right?, Only time will tell or maybe not? (As there has been so much said on Tesla, I will keep this short.) As a concerned shareholder, I attended the recent shareholder meeting on June 6, 2012. There was good talk about company achievements and where the industry is going. I sensed no concern, only confidence from Elon Musk and the executives. (After the meeting, I felt compell...

Jul 26, 2012 9:57 AM | about stocks: TSLA July 2012 It seems many people have an opinion on Tesla Motors ( TSLA ). As an Investor and Entrepreneur, I would like to offer mine. The company continues to progress every quarter and the value of the company continues to go up. There continues to be more positives than negatives. --- Here are notes contained within the Tesla Motors Q2 2012 shareholder letter. - We concluded the quarter with $266 million in cash resources. - We currently expect to be close to free cash flow breakeven in Q4 of this year. - Model S reservations at quarter end were over 11,500, and are now at about 12,200. - This accelerating pace of reservations makes us confident that demand will surpass 20,000 Model S units for full year 2013 deliveries. --- The possible negatives I see are 1) execution risk and 2) cash balances. 1) The company is offsetting the execution risk by focusing on quality and production control. 2) The company...