DaveinOlyWA
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Re: TSLA corporate outlook

Fri Aug 30, 2019 8:44 am

2011 SL; 44,598 mi, 87% SOH. 2013 S; 44,840 mi, 91% SOH. 2016 S30; 29,413 mi, 99% SOH. 2018 S; 25,185 mi, SOH 92.23%. 2019 S Plus; 412 mi, 99.72% SOH
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iPlug
Posts: 429
Joined: Thu Apr 28, 2016 6:47 pm
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Location: Rocklin, CA

Re: TSLA corporate outlook

Fri Aug 30, 2019 4:22 pm

Tesla is going to be making most of their vehicles in China for that market, at least the by far most popular Model 3. So the impact of tariffs would be mitigated greatly either way.
'19 Model 3 SR+ (own), '19 Leaf SV (leased), '12 Plug-in Prius (sold 3/19), '16 Leaf SV (prior lease), 11.43kW Solar PV (16MWh/yr real production), 20.5 SEER/13.0 HSPF ducted air-source heat pump, 3.70 UEF heat pump water heater, Induction Cooktop

GRA
Posts: 11216
Joined: Mon Sep 19, 2011 1:49 pm
Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Fri Aug 30, 2019 4:45 pm

IEVS:
How Will Tesla Insurance Manage To Be Cheaper Than Other Policies?
https://insideevs.com/news/367849/how-w ... e-cheaper/
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.

GRA
Posts: 11216
Joined: Mon Sep 19, 2011 1:49 pm
Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Sat Sep 21, 2019 3:16 pm

ABG:
Judge says Tesla board must face trial over Musk's mega-pay package
A shareholder lawsuit says the CEO will be 'unjustly enriched
https://www.autoblog.com/2019/09/21/tes ... y-lawsuit/
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.

EatsShootsandLeafs
Posts: 635
Joined: Fri Aug 24, 2012 10:59 am
Delivery Date: 24 Aug 2012

Re: TSLA corporate outlook

Tue Sep 24, 2019 9:21 am

Stock getting hammered today, down 5%+ currently. Not sure how much of this is due to sketchy Solarcity stuff or just insistence on being unprofitable.

It's going sub 200 before it sees $300 again--if it ever does. Demand has crated on the model 3.

https://articles2.marketrealist.com/201 ... eliveries/
Earlier this month, InsideEVs reported that according to its estimates, Tesla delivered 13,150 Model 3 cars in the United States in August. In comparison, it delivered 13,450 cars in July and 21,225 cars in June.

palmermd
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Location: Hermosa Beach, CA

Re: TSLA corporate outlook

Tue Sep 24, 2019 9:38 am

it is getting hammered today due to the uncertainty in the china market due to the implosion of NIO, and their blaming it on the china market rather than on their business model. Rightly so, it makes investors a bit nervous. I don't think that the EV market is cratering as you say. The entire auto market is, and the EV share if following along, but Tesla sales are strong in relation to the overall auto market, which is a good sign. I don't think we will see $200 again before $300 unless there is a general market crash that brings it down with the market as a whole. I think the attempted market manipulations with TSLA are about over and that the stock should settle down. I believe it will remain more volatile than most, but less volatile than it has been.
Michael

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


Leaf Bar Loss

EatsShootsandLeafs
Posts: 635
Joined: Fri Aug 24, 2012 10:59 am
Delivery Date: 24 Aug 2012

Re: TSLA corporate outlook

Tue Sep 24, 2019 9:43 am

palmermd wrote:
Tue Sep 24, 2019 9:38 am
it is getting hammered today due to the uncertainty in the china market due to the implosion of NIO, and their blaming it on the china market rather than on their business model. Rightly so, it makes investors a bit nervous. I don't think that the EV market is cratering as you say. The entire auto market is, and the EV share if following along, but Tesla sales are strong in relation to the overall auto market, which is a good sign. I don't think we will see $200 again before $300 unless there is a general market crash that brings it down with the market as a whole. I think the attempted market manipulations with TSLA are about over and that the stock should settle down. I believe it will remain more volatile than most, but less volatile than it has been.
I did not say the EV market is cratering...

palmermd
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Location: Hermosa Beach, CA

Re: TSLA corporate outlook

Tue Sep 24, 2019 11:28 am

My typo. I meant to say model 3 market is not cratering but is following the general auto market which is going down.
Michael

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


Leaf Bar Loss

EatsShootsandLeafs
Posts: 635
Joined: Fri Aug 24, 2012 10:59 am
Delivery Date: 24 Aug 2012

Re: TSLA corporate outlook

Tue Sep 24, 2019 11:56 am

palmermd wrote:
Tue Sep 24, 2019 11:28 am
My typo. I meant to say model 3 market is not cratering but is following the general auto market which is going down.
Perhaps, but everyone else is not falling as precipitously as the model 3 has, seemingly.

Really, if we look further out we can see that model 3 demand cratered last year/start of this one. Conversion of reservations to actual sales was poor, and in no time at all tesla was able to meet demand, with very short lead times on sales.

Stock down over 7% now.

I don't believe Tesla can hit $300 again without actually providing a profit and realistically guiding toward it being consistent. They are out of good will from all but the most fervent believers.

GRA
Posts: 11216
Joined: Mon Sep 19, 2011 1:49 pm
Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Tue Sep 24, 2019 5:29 pm

ABG:
Elon Musk allegedly pushed SolarCity deal despite major cash crunch
Lawsuit alleges Tesla board breached its duties to investors by approving it
https://www.autoblog.com/2019/09/24/tes ... city-deal/
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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