User avatar
dgpcolorado
Posts: 3113
Joined: Sat Aug 20, 2011 1:56 pm
Delivery Date: 15 Dec 2011
Location: The Western Slope, Colorado

Re: TSLA corporate outlook

Thu Sep 26, 2019 1:20 pm

EatsShootsandLeafs wrote:
Tue Sep 24, 2019 11:56 am
...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.
And today the stock is currently up 6%. Not that it means any more than it did going down two days ago. Watching the TSLA stock price can be entertaining but it has little significance unless one is a speculator.

While I am inclined to agree with you about the $300 price level, with a "momentum" (as opposed to a fundamental valuation) stock, the price movements are so irrational I wouldn't be surprised by anything.
Blue 2012 SV Dec 2011 to Feb 2016
CPO 2014 Tesla S60 Mar 2016
One car, no ICE, at last!
Tesla Referral Code

GRA
Posts: 11073
Joined: Mon Sep 19, 2011 1:49 pm
Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Sun Sep 29, 2019 3:03 pm

Bloomberg:
Tesla Labor Practices and Musk Tweet Broke the Law, Judge Rules
https://www.bloomberg.com/news/articles ... udge-rules
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: 11073
Joined: Mon Sep 19, 2011 1:49 pm
Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Wed Oct 02, 2019 7:49 pm

ABG:
Trailer-load of Teslas burns in Nevada
Cause is yet undetermined, but Tesla says its cars weren't responsible
https://www.autoblog.com/2019/10/02/tra ... las-burns/


. . . Tesla told the paper that the cause of the fire was related to the carrier truck itself, not to any of the vehicles it was carrying. But Elko County Fire Protection District spokeswoman Linda Bingaman told InsideEVs that the cause of the blaze was yet to be determined. “The extreme heat generated by the fire has made it very difficult to determine the cause,” she said. “I am not sure what basis Tesla has on saying it was the carrier, so I cannot help you there.”

Autoblog has asked Tesla for comment about how it made its determination and will update this if and when we get a response. . . .

Guess we'll see. Could be a brake fire.
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: 9753
Joined: Fri Jun 03, 2011 4:31 pm
Delivery Date: 28 Jul 2013
Location: SF Bay Area, CA

Re: TSLA corporate outlook

Wed Oct 02, 2019 8:18 pm

Tesla Sets Deliveries Record While Falling Short of Elon Musk’s Mark
Carmaker hands over 97,000 cars; CEO hinted 100,000 was doable
Revenue may drop as Model 3 gains at the expense of S and X

https://www.bloomberg.com/news/articles ... usk-s-mark

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

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

coulomb
Posts: 65
Joined: Thu Oct 09, 2014 5:08 pm
Delivery Date: 07 Mar 2015
Leaf Number: 200445
Location: Brisbane, Australia

Re: TSLA corporate outlook

Wed Oct 02, 2019 10:39 pm

Trailer-load of Teslas burns in Nevada
The first photo seems to show all cars except one well alight, and the one that's not alight doesn't look like a Tesla. That doesn't mean that the Teslas started the fire necessarily, but suggests pretty strongly that they passed it on faster than a car with a tank of gasoline.

Scary stuff.

It will be very interesting to know the results of the investigation.
2012 Leaf with new battery May 2019. New to me June 2019.

EatsShootsandLeafs
Posts: 621
Joined: Fri Aug 24, 2012 10:59 am
Delivery Date: 24 Aug 2012

Re: TSLA corporate outlook

Thu Oct 03, 2019 6:03 am

https://www.cnbc.com/2019/10/03/jmp-sec ... issue.html
“To put it another way, yesterday’s announcement was the first time since covering the stock that we found ourselves wondering whether demand growth for TSLA’s cars might be leveling off.”
The first time? I'm not even a financial analyst and this was glaringly obvious to anybody paying an iota of attention a very long time ago. Conversion from reservation to purchase was a very closely kept (and awful) secret, and lead times were measured in weeks even earlier this year. It's been the case for many months that their domestic supply could reach demand at far fewer units than they had ever hoped.

The wheels came off this company for me over a year ago. Remember: i used to be a reservation holder. All we get out of musk is rubbish. Supposedly a 1M robotaxi fleet next year, but for now their cars can even exit a garage without crashing:
https://www.youtube.com/watch?v=cxoEze3UqXQ

User avatar
jlv
Moderator
Posts: 1134
Joined: Thu Apr 24, 2014 6:08 pm
Delivery Date: 30 Apr 2014
Leaf Number: 424487
Location: Massachusetts

Re: TSLA corporate outlook

Thu Oct 03, 2019 6:47 am

cwerdna wrote:
Wed Oct 02, 2019 8:18 pm
Tesla Sets Deliveries Record
97,000 cars
Based upon the InsideEVs numbers, they sold 54700 in the US last quarter, so that puts approximately 42300 internationally.
LEAF '13 SL+Prem (mfg 12/13, leased 4/14, bought 5/17, sold 11/18) 34K mi, AHr 58, SOH 87%
Tesla S 75D (3/17)
Tesla X 100D (12/18)
85K 100% BEV miles since '14
ICE free since '18

GRA
Posts: 11073
Joined: Mon Sep 19, 2011 1:49 pm
Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Tue Oct 08, 2019 6:39 pm

ABG:
Elon Musk painted as 'thin-skinned billionaire' in court documents
Musk called himself a 'f***ing idiot' for his handling of the cave rescuer case
https://www.autoblog.com/2019/10/08/elo ... ve-rescue/


Also see post up-topic for background: viewtopic.php?f=10&t=20321&p=557325&hil ... th#p557325
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.

WetEV
Posts: 3155
Joined: Fri May 04, 2012 8:25 am
Delivery Date: 16 Feb 2014
Location: Near Seattle, WA

Re: TSLA corporate outlook

Wed Oct 16, 2019 2:58 pm

WetEV
#49
Most everything around here is wet during the rainy season. And the rainy season is long.
2012 Leaf SL Red (Totaled)
2014 Leaf SL Red
2019 eTron Blue

EatsShootsandLeafs
Posts: 621
Joined: Fri Aug 24, 2012 10:59 am
Delivery Date: 24 Aug 2012

Re: TSLA corporate outlook

Wed Oct 23, 2019 2:42 pm

Looks like TLSA had a pretty bang up 3rd quarter, stock is spiking massively after hours. Revenues matched expectations but earnings were what are juicing this.

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