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Re: TSLA corporate outlook

Posted: Fri Oct 26, 2018 10:18 am
by webb14leafs
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. The credit market is tightening and they need to secure enough cash to buildout 2 new plants. I think they just showed the investing world that they can make money.

Re: TSLA corporate outlook

Posted: Fri Oct 26, 2018 10:22 am
by LTLFTcomposite
As an auto manufacturer it would always be tough to justify a tech-tier market cap, but they have potential in services where profits scale asymmetrically.

Re: TSLA corporate outlook

Posted: Fri Oct 26, 2018 10:52 pm
by lorenfb
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. The credit market is tightening and they need to secure enough cash to buildout 2 new plants. I think they just showed the investing world that they can make money.
We'll see on Thursday what kind of "momentum" Tesla has ;
October 2018 EV SALES will be reported beginning on Thursday, November 1, 2018, beginning with Toyota Prius Prime and Nissan LEAF sales at 6:30-7:30 AM PT (9:30-10:30 AM ET) and continuing with Ford and other automakers into Friday and the following week.


https://insideevs.com/
VW Claims By 2020, Its Electric Cars Will Match Tesla At Half Price

Re: TSLA corporate outlook

Posted: Fri Oct 26, 2018 11:51 pm
by RegGuheert
lorenfb wrote:https://insideevs.com/
VW Claims By 2020, Its Electric Cars Will Match Tesla At Half Price
I see you are still living under the illusion that Tesla has no technology differentiation in the EV market other than their Superchargers. That's still utter nonsense.

VW's claim merely proves that they are currently way behind and they know who the technology leader is in this area. They have virtually no chance to surpass Tesla in EV technology anytime in the near future.

In fact, Tesla now has important differentiation in the following key areas of EV technology:
- Battery cost
- Battery energy density
- Battery power
- Synchronous motors (permanent-magnet switched-reluctance machine)
- Power electronics: drivetrain
- Power electronics: charger
- Power electronics: chassis power control & protection
- Electronics: system architecture
- Telemetry, remote diagnosis, remote update, etc.
- Supercharger network

That covers virtually everything that makes an EV an EV.

VW has what, exactly?

Re: TSLA corporate outlook

Posted: Sat Oct 27, 2018 1:09 am
by LTLFTcomposite
VW doesn't have shit.

Well, wait, they do have a network of independent dealers... fully staffed with sales folks ready to tell you all the reasons you don't want one of the three or four EVs that got shuffled to the back of the lot behind the hundreds of ICE models in their inventory.

Just like Nissan.

VW... give me a break.

Re: TSLA corporate outlook

Posted: Sat Oct 27, 2018 5:53 am
by Zythryn
I hope VW does make EVs in decent numbers that are cheaper.
The funny thing about the large numbers of so-called Tesla Killers, is that none of the, really matter to Tesla.
Tesla’s goal is to speed the transition to sustainable transportation. They know they need help as they can’t do it alone.
Second, the market for EVs is not static. It is growing rapidly, and is growing faster than Tesla can grow their production.

So to VW, and everyone else, come on in and have a slice.

Re: TSLA corporate outlook

Posted: Sat Oct 27, 2018 9:00 am
by DaveinOlyWA
Realize that VW has a forced investment due to dieselgate so they have the advantage of not having to get approval for the money and the early EA station entries makes it rather apparent that VW will be building EVs specifically for those stations at 175 and 350 KW.

The fact that this is apparently acceptable to the DOJ is more than a bit shocking to me and basically mitigates the penalty that VW is paying since it is funding an "SC-like" network in advance of VW's EV product that will (under today's rules) enjoy the fed credit for quite a while.

So the "half price" statement is not all that surprising.

Re: TSLA corporate outlook

Posted: Sat Oct 27, 2018 3:53 pm
by cwerdna
Zythryn wrote:I hope VW does make EVs in decent numbers that are cheaper.
Indeed, they have decent EV and PHEV sales in Europe. https://cleantechnica.com/2018/08/27/eu ... s-h1-2017/ are some figures that I quickly found.

Re: TSLA corporate outlook

Posted: Sat Oct 27, 2018 4:12 pm
by LTLFTcomposite
I remain unconvinced. If they're doing it just because they have a gun to their head it will be without conviction and half assed.

I don't see anyone other than Tesla taking the bull by the horns and building their own DCFC network. Did I miss that?

Re: TSLA corporate outlook

Posted: Sat Oct 27, 2018 4:43 pm
by GlennD
Networks matter to some. My dentist purchased a Tesla to drive to San Francisco. Me I am happy with my Mercedes B's L2 charging. I recently did my annual check strictly by time; My mileage was less than 4000 miles. It is my sole car but as a retired person I do not drive a lot.