goldbrick
Posts: 539
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Re: TSLA corporate outlook

Thu May 02, 2019 11:38 am

GRA wrote:As someone who doesn't follow the stock closely and has no skin in the game either way, and who will be happy to see Tesla succeed but won't lose any sleep if they fail, ISTM there's a third option that more accurately reflects reality: the truth falls somewhere in between.
My thoughts exactly and that is why I didn't get past the first paragraph. Or in other words, there are only 2 kinds of people: those that divide people into 2 kinds and those that don't.

Valdemar
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Re: TSLA corporate outlook

Thu May 02, 2019 12:17 pm

Elon wants to bring in more debt and the stock price goes up. Fascinating.
'11 SL, totaled
-1CB@33k/21mo, -2CB@53k/33mo, -3CB@68k/41mo, -4CB(41.5AHr)@79k/49mo, -5CB(38.85AHr)@87.5k/54mo
-0CB(66.14AHr)@87.5k/54mo (BBB), -1CB(53.92Ahr)@140k/29mo,
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lorenfb
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Re: TSLA corporate outlook

Thu May 02, 2019 12:28 pm

DaveEV wrote:
Leaf15 wrote:The sales figures for April even worse vs. March, so much for old failed prop up claims of many cars were in transit during March for April deliveries. The truth is - April was even more troubling month for Tesla. Model S/X deliveries were even worse.
Got any specifics or detail for these claims?
Here; https://insideevs.com/news/347358/ev-sa ... pril-2019/ then scroll down.

And here; http://mynissanleaf.com/viewtopic.php?f ... 80#p556008

For a Q4 of 2018 here; https://insideevs.com/news/341824/decem ... port-card/ and scroll down.

For those that understand simple financial data, it becomes obvious what was written. Four months of 2019 versus the last three months
of 2018 clarifies it.
#1 Leaf SL MY 9/13: 74K miles, 48 Ahrs, 5.2 miles/kWh (average), Hx=70, SOH=78, L2 - 100% > 1000, temp < 95F, (DOD) > 20 Ahrs
#2 Leaf SL MY 12/18: 4.5K miles, 115 Ahrs, 5.5 miles/kWh (average), Hx=98, SOH=99, DOD > 20%, temp < 105F

GRA
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Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Thu May 02, 2019 3:48 pm

Although cwerdna already mentioned this in the Tesla A/P topic, it surely merits a mention here as well for those who don't follow that topic:
Tesla hit with wrongful-death suit related to fatal Mountain View crash

Family argues that electric carmaker didn’t respond to complaints about navigational system
https://www.mercurynews.com/2019/05/01/ ... iew-crash/

There are numerous other articles covering the same story on the web.
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.

Valdemar
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Re: TSLA corporate outlook

Thu May 02, 2019 4:21 pm

I will never trust a car auto-pilot. Now, how do I protect myself and my family from those who will?
'11 SL, totaled
-1CB@33k/21mo, -2CB@53k/33mo, -3CB@68k/41mo, -4CB(41.5AHr)@79k/49mo, -5CB(38.85AHr)@87.5k/54mo
-0CB(66.14AHr)@87.5k/54mo (BBB), -1CB(53.92Ahr)@140k/29mo,
51.1AHr, SOH 80%, 150k miles

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GRA
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Re: TSLA corporate outlook

Thu May 02, 2019 4:44 pm

Valdemar wrote:I will never trust a car auto-pilot. Now, how do I protect myself and my family from those who will?
Getting the government to regulate them, much as they do with aircraft systems (with some notable failures to be sure, including the recent one with the 737 Max).
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.

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Nubo
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Re: TSLA corporate outlook

Thu May 02, 2019 5:34 pm

lorenfb wrote:...The M3 is "the mass-market product", oh please! And to use the iPhone analogy speaks to the guy's lack of strategic marketing knowledge/background. Where's the Apple like ecosystem to leverage growth? With EA and others providing networks, the Tesla SC
network is becoming marginalized as a key strategic rent.
That's quite a stretch.
I noticed you're still working with polymers.

Valdemar
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Re: TSLA corporate outlook

Thu May 02, 2019 6:04 pm

GRA wrote:
Valdemar wrote:I will never trust a car auto-pilot. Now, how do I protect myself and my family from those who will?
Getting the government to regulate them, much as they do with aircraft systems (with some notable failures to be sure, including the recent one with the 737 Max).
And a plane auto-pilot is in a sense an easier problem to solve. If Musk succeeds the future scares me.
'11 SL, totaled
-1CB@33k/21mo, -2CB@53k/33mo, -3CB@68k/41mo, -4CB(41.5AHr)@79k/49mo, -5CB(38.85AHr)@87.5k/54mo
-0CB(66.14AHr)@87.5k/54mo (BBB), -1CB(53.92Ahr)@140k/29mo,
51.1AHr, SOH 80%, 150k miles

9kW Solar

lorenfb
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Location: SoCal

Re: TSLA corporate outlook

Thu May 02, 2019 9:44 pm

Nubo wrote:
lorenfb wrote:...The M3 is "the mass-market product", oh please! And to use the iPhone analogy speaks to the guy's lack of strategic marketing knowledge/background. Where's the Apple like ecosystem to leverage growth? With EA and others providing networks, the Tesla SC
network is becoming marginalized as a key strategic rent.
That's quite a stretch.
OK, then replace "network is" with "network will". In any case, the SC network hardly provides the same level of key product appeal that
Apple's ecosystem, e.g. apps & music, provided when the iPhone was introduced. Apple was able to significantly differentiate itself
because of its ecosystem. The Tesla SC network is not an overwhelming influence in the consumer's decision process.
#1 Leaf SL MY 9/13: 74K miles, 48 Ahrs, 5.2 miles/kWh (average), Hx=70, SOH=78, L2 - 100% > 1000, temp < 95F, (DOD) > 20 Ahrs
#2 Leaf SL MY 12/18: 4.5K miles, 115 Ahrs, 5.5 miles/kWh (average), Hx=98, SOH=99, DOD > 20%, temp < 105F

palmermd
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Re: TSLA corporate outlook

Thu May 02, 2019 10:44 pm

I bought my Tesla because of the Tesla Supercharger network. It is the only EV you can buy that has the ability to be your only vehicle, and it is because of this network. So you are not correct that this network does not influence buying decisions. It is a huge influence. And as other manufacturers build long distance cars and those owners struggle to find working charge stations, it will drive more decisions to switch to Tesla.
Michael

Leaf from 31 March 2011 - Traded 18 April 2018 for Tesla Model 3 Unicorn
Driving electric since 1996


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