webb14leafs
Posts: 190
Joined: Mon Mar 27, 2017 9:43 am
Delivery Date: 27 Mar 2017

Re: TSLA corporate outlook

Wed Oct 31, 2018 4:17 am

evnow wrote:
webb14leafs wrote:These arguments will keep going on for a while because after the next couple quarters (or possibly sooner) it might be a long time before Tesla reports another profit. It was vital for them to show that they COULD show a profit, because the next thing they need to do is build up a ton of debt as soon as possible.

That is not what they are doing. They will continue to make profits every quarter until most of the shorts disappear, TSLA is part of S&P500 and they have good investment grade credit rating.

Besides, they have other avenues of raising money. Mainly from local governments/banks. They already did so in China. They'll do it again in EU. Even in US, they'll make it a condition to locate their next factory - raise money for us thr' state bonds.


Not sure if you're disagreeing or just pointing out where there debt will come from. I agree they will have an easy time borrowing money, but their cash burn will exceed their profits once they start manufacturing new plants. This isn't really an arguable point.

GRA
Posts: 9530
Joined: Mon Sep 19, 2011 1:49 pm
Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Sun Nov 11, 2018 5:44 pm

http://shermanslagoon.com/comics/november-10-2018/

Meanwhile, via IEVS:
Elon Musk Buys $20 Million In Additional TSLA Stock
https://insideevs.com/elon-musk-buys-34-million-tsla-stock/
Guy [I have lots of experience designing/selling off-grid AE systems, some using EVs but don't own one. Local trips are by foot, bike and/or rapid transit].

The 'best' is the enemy of 'good enough'. Copper shot, not Silver bullets.

cwerdna
Posts: 8417
Joined: Fri Jun 03, 2011 4:31 pm
Delivery Date: 28 Jul 2013
Location: SF Bay Area, CA

Re: TSLA corporate outlook

Mon Nov 26, 2018 2:23 am

https://twitter.com/axios/status/1066844231132696578 from 4:01 PM - 25 Nov 2018
Elon Musk tells #AxiosOnHBO that Tesla was within single-digit weeks of dying @hbodocs

'13 Leaf SV w/premium package (owned)
'13 Leaf SV w/QC + LED & premium packages (lease over, car returned)
'06 Prius

Please don't PM me with Leaf questions. Just post in the topic that seems most appropriate.

User avatar
EVDRIVER
Moderator
Posts: 6499
Joined: Sat Apr 24, 2010 7:51 am

Re: TSLA corporate outlook

Mon Nov 26, 2018 9:33 am

A perfect excuse to delay once again. I guess Elon is not the only one with "issues".

https://insideevs.com/nissan-postpones- ... af-e-plus/

SageBrush
Posts: 2939
Joined: Sun Mar 06, 2011 2:28 am
Delivery Date: 13 Feb 2017
Location: Colorado

Re: TSLA corporate outlook

Mon Nov 26, 2018 9:49 am

The Tesla Model 3 is killing the competition, although the 60 kWh LEAF may have been moribund regardless due to battery supply and cost issues.
2013 LEAF 'S' Model with QC & rear-view camera
Bought off-lease Jan 2017 from N. California
Car is now enjoying an easy life in Colorado
03/2018: 58 Ahr, 28k miles
11/2018: 56.16 Ahr, 30k miles
-----
2018 Tesla Model 3 LR, Delivered 6/2018

Zythryn
Posts: 1066
Joined: Fri Jun 04, 2010 4:49 am

Re: TSLA corporate outlook

Mon Nov 26, 2018 9:57 am

cwerdna wrote:https://twitter.com/axios/status/1066844231132696578 from 4:01 PM - 25 Nov 2018
Elon Musk tells #AxiosOnHBO that Tesla was within single-digit weeks of dying @hbodocs


Yep, I believe it. As Tesla said before, the Model 3 was a "bet the company" product.
With the incredibly rough ramp up to 5k/week things got very close.

Fortunately, I don't believe any future products will also be "bet the company" products and I hear there are a few low cost auto factories soon coming on the market ;)
Previous owner of Prius, Volt, Leaf & Model S
Current owner of Model 3
http://www.netzeromn.com

mtndrew1
Posts: 287
Joined: Wed Jan 09, 2013 9:52 am
Location: Gardena CA

Re: TSLA corporate outlook

Mon Nov 26, 2018 1:20 pm

Carlos may have been thrown under a bus and I have genuine sympathy for all the GM folks about to lose their jobs.

That said, there’s some genuine irony that for years the internet chatter has been:

1) Elon Musk is an actual fraud
2) PHEVs make much more sense than BEVs and will prevail.
3) Tesla can’t make a profit on the Model 3
4) Once the “big guys” in the auto business decide to, they can just spit out products that will crush Tesla.

In reality:

1) Carlos Ghosn & Rupert Stadler are in jail.
2) GM just cancelled the Volt after years of slow sales combined with high incentives.
3) Tesla is actually generating a legitimate profit and free cash flow now that capex has slowed.
4) The I-Pace arrived with 235 miles of range out of a 90 kWh pack, the eTron is still missing in action, and Nissan is having a helluva time putting out a 60 kWh battery pack in a car that rides on an eight year old chassis coming down an existing high volume assembly line.

Rivian also looks to be potentially legit and might blindside the Detroit 3 profit centers if they execute.
2018 Tesla Model 3 Long Range (100% charge @ 12k miles shows 1.6% degradation)

2013 Nissan Leaf S + QC sold with warranty pack replacement

2015 Kia Soul EV+ Lease returned 10/14/17 45,000 miles w/ 13.8% degradation.

User avatar
EVDRIVER
Moderator
Posts: 6499
Joined: Sat Apr 24, 2010 7:51 am

Re: TSLA corporate outlook

Mon Nov 26, 2018 2:01 pm

mtndrew1 wrote:Carlos may have been thrown under a bus and I have genuine sympathy for all the GM folks about to lose their jobs.

That said, there’s some genuine irony that for years the internet chatter has been:

1) Elon Musk is an actual fraud
2) PHEVs make much more sense than BEVs and will prevail.
3) Tesla can’t make a profit on the Model 3
4) Once the “big guys” in the auto business decide to, they can just spit out products that will crush Tesla.

In reality:

1) Carlos Ghosn & Rupert Stadler are in jail.
2) GM just cancelled the Volt after years of slow sales combined with high incentives.
3) Tesla is actually generating a legitimate profit and free cash flow now that capex has slowed.
4) The I-Pace arrived with 235 miles of range out of a 90 kWh pack, the eTron is still missing in action, and Nissan is having a helluva time putting out a 60 kWh battery pack in a car that rides on an eight year old chassis coming down an existing high volume assembly line.

Rivian also looks to be potentially legit and might blindside the Detroit 3 profit centers if they execute.



Agreed but I question Rivian's price in the end, although many ICE trucks are very pricy. The styling could be better IMO but it's another option:)

User avatar
LTLFTcomposite
Posts: 4565
Joined: Fri Apr 23, 2010 6:06 pm
Delivery Date: 10 Dec 2011
Leaf Number: 5926
Location: Central FL

Re: TSLA corporate outlook

Wed Nov 28, 2018 7:59 am

They should be able to pick up some more factory space cheap, although they probably need to find something in the southeast.
LTL
White 2012 SV delivered 10 Dec 2011 returned 25 Nov 2014 replaced with stopgap ICE Sentra
[35 months] [35K miles] [9 Bars]
2013 Volt replaced after 36 months/30k miles with ICE Rogue
2016 SV-adjacent May 2016 lost 4th bar March 2018

cwerdna
Posts: 8417
Joined: Fri Jun 03, 2011 4:31 pm
Delivery Date: 28 Jul 2013
Location: SF Bay Area, CA

Re: TSLA corporate outlook

Sun Dec 09, 2018 3:17 pm

Tonight (12/9/18), there's supposed to be an interview w/Elon Musk on 60 Minutes. Set your TiVos, DVRs, etc. to record it. (I have a One Pass for the show on my TIVo Bolt+.)

'13 Leaf SV w/premium package (owned)
'13 Leaf SV w/QC + LED & premium packages (lease over, car returned)
'06 Prius

Please don't PM me with Leaf questions. Just post in the topic that seems most appropriate.

Return to “Other Electric Cars & Plug-In Hybrids”