edatoakrun
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Re: TSLA corporate outlook

Fri Nov 10, 2017 5:17 pm

Auto journalists and those who plunked down their deposits long ago can't get test drives, but those most important to TSLAs cash-burning business plans seem to have plenty of opportunities:

Tesla is taking big investors for a joy ride in the Model 3

Tesla is inviting institutional investors to take a joy ride in the Model 3 this weekend.

An invitation, which was viewed by CNBC, was sent to clients and prospective clients of UBS. It says drivers at the closed-door event will be accompanied by Tesla representatives and barred from taking photos or videos.

The event will take place at Tesla's Red Hook showroom and service center on Saturday. A Tesla spokesperson didn't respond to a request for comment.

Earlier this week, Tesla also hosted Wall Street analysts at various events. Teams from RBC Capital Markets and Goldman Sachs, for example, were permitted to drive the Model 3 (at least for a few blocks) accompanied by representatives from Tesla investor relations...

https://www.cnbc.com/2017/11/10/tesla-i ... -ride.html

In "production" for over four months, and TSLA still couldn't find two screwed together right?

I shudder to think what the other ~400 model 3 prototypes must look like...

Bernstein analyst finds Tesla Model 3’s fit and finish ‘relatively poor’ after test drive

A real-life Model 3 demonstration did not alter one Wall Street analyst's skeptical view of Tesla.

"We had the opportunity to see and test drive the Model 3 at Tesla's showroom in Red Hook Brooklyn, NY … Fit and finish on the two demo cars we saw – perhaps not surprisingly – was relatively poor," Bernstein analyst Toni Sacconaghi wrote in a note to clients Friday...

"Our inspection revealed widespread shortcomings in fit and finish ... Tesla representatives acknowledged some of the fit issues, but stated that they believed that Model 3 was much further ahead than where Model X and S had been at this point in production," he wrote.

"We do find the statements credible, we can't help noting that Tesla likely chose to share with us its highest quality/best assembled units, so issues on other cars may be even more pronounced."...

https://www.cnbc.com/2017/11/10/bernste ... drive.html
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hyperionmark
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Re: TSLA corporate outlook

Sat Nov 11, 2017 5:09 am

Another cool story, bro! Seems you're wasting your own time. Nice work.

WetEV
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Re: TSLA corporate outlook

Sat Nov 11, 2017 9:05 am

Tesla is going through a very predictable crisis, much as Tesla did to start production of the Roadster and the Models S.

It will make Tesla stronger, or kill Tesla. My opinion is a coin flip. Worth nothing, as I'm not willing to bet on the outcome.

Tesla has a market capitalization of $51 billion, which is a tiny fraction of the $25,000 billion total US market.
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cwerdna
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Re: TSLA corporate outlook

Sat Nov 11, 2017 10:00 am

WetEV wrote:Tesla has a market capitalization of $51 billion, which is a tiny fraction of the $25,000 billion total US market.

I wouldn't look at it as a tiny fraction of US market.... by that argument, TM (Toyota Motor), GM and F (Ford) are also tiny fractions.

What's nutty is the TSLA's market cap is insane vs. GM's over $60 billion and Ford's $47.7 billion. Look at their positive net incomes (https://finance.yahoo.com/quote/gm/financials?p=gm and https://finance.yahoo.com/quote/F/financials?p=F) vs. TSLA's red ink (https://finance.yahoo.com/quote/tsla/financials?p=tsla). GM sells about 10 million vehicles a year and Ford over 6 million a year, both earning comfortable usually multi-billion $ profits each year. GM and Toyota each in a week far outproduce and outsell what TSLA does in an entire year.

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dgpcolorado
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Re: TSLA corporate outlook

Sat Nov 11, 2017 10:11 am

cwerdna wrote:...What's nutty is the TSLA's market cap is insane vs. GM's over $60 billion and Ford's $47.7 billion. Look at their positive net incomes (https://finance.yahoo.com/quote/gm/financials?p=gm and https://finance.yahoo.com/quote/F/financials?p=F) vs. TSLA's red ink (https://finance.yahoo.com/quote/tsla/financials?p=tsla). GM sells about 10 million vehicles a year and Ford over 6 million a year, both earning comfortable usually multi-billion $ profits each year. GM and Toyota each in a week far outproduce and outsell what TSLA does in an entire year.
I agree that the TSLA price is crazy by any fundamental valuation measure. That is often the case with speculative "momentum" stocks. Things would have to go right for a long, long time for the company to grow into the stock valuation. It famously happened with AMZN, but that is something of a rare exception.
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edatoakrun
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Re: TSLA corporate outlook

Sun Nov 12, 2017 10:54 am

One of many Autopsy reports written about TSLA.

Expect them to really proliferate once TSLA is taken off life support, when additional cash infusions end:

Tesla Approaches Terminal Decline


Financial performance deteriorates - structural unprofitability likely.

Most cash raised recently is already burnt - next equity sale looms.

Institutional ownership declines - distribution continues.

Management churn accelerates - corporate culture looks damaged.

Only the story matters - the stock remains a trade vehicle.


...Tesla's (NASDAQ:TSLA) financial performance deteriorates at an alarming rate...

The Tesla narrative is based on an illusion, a contradictio in adjecto - the promise that humankind can shop and consume itself into a sustainable future. However, even a million Teslas on the world’s roads will not impact the environment for better or worse. It is a systemic issue. The Financial Times agrees. Sustainability and promoting the purchase of raw-material consuming heavyweight products are mutually exclusive. There is no right life in the wrong, to paraphrase Theodor Adorno.

At the time of writing, the company’s precarious financial position shows that it remains a bottomless pit. Let’s go in.

1. Stock

2. Finances

3. Perspective

4. Management

5. Market

6. Sales

7. Model 3

8. Autopilot

9. Distractions...


https://seekingalpha.com/article/412289 ... al-decline
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sparky
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Re: TSLA corporate outlook

Sun Nov 12, 2017 3:05 pm

The linked SA article & financial advice offered come from Andreas Hopf, ranked about 3700 out of 6800 stock pickers on TipRanks.
Hopf has a whopping 2 stocks to lend advice on: TSLA and BB. Both "Sell". Neither were especially good sell points although BB did go lower a few months after but is now higher than the Sell point. TSLA is no lower than it was when he recommended selling 7 months ago.
Didn't bother to read the article since it's just Tesla click-bait. Waste of time.

hyperionmark
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Re: TSLA corporate outlook

Mon Nov 13, 2017 7:31 am

sparky wrote:The linked SA article & financial advice offered come from Andreas Hopf, ranked about 3700 out of 6800 stock pickers on TipRanks.
Hopf has a whopping 2 stocks to lend advice on: TSLA and BB. Both "Sell". Neither were especially good sell points although BB did go lower a few months after but is now higher than the Sell point. TSLA is no lower than it was when he recommended selling 7 months ago.
Didn't bother to read the article since it's just Tesla click-bait. Waste of time.

That's all they ever post on here. Nothing but shorter written articles. We can rest easy knowing that Tesla has proven haters wrong time and time again. Not worth responding to their drivel.

edatoakrun
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Re: TSLA corporate outlook

Mon Nov 13, 2017 8:03 am

hyperionmark wrote:
sparky wrote:...
Didn't bother to read the article since it's just Tesla click-bait. Waste of time.

That's all they ever post on here. Nothing but shorter written articles...

Actually, the comment I linked was rather comprehensive and long, as it had to be to present that long laundry-list of major blunders by TSLA management.

Two shorter reports in wider-publication, making some of the same points are here:

Tesla risks being overtaken by the competition

https://www.ft.com/content/3d5a79c4-c46 ... 2b2cb39656

TESLA’S
DANGEROUS
SPRINT
INTO
THE
FUTURE

https://www.nytimes.com/interactive/201 ... ctory.html

Of course, you may not want to read any current reports on TSLA's corporate outlook.

I can well imagine why many TSLA investors, or just garden-variety fanboys, might want to shut out all reality-based reports, at this time.
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finman100
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Re: TSLA corporate outlook

Mon Nov 13, 2017 11:33 am

no. just shutting out you.
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