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Re: TSLA corporate outlook

Posted: Tue Mar 17, 2020 7:16 am
by nlspace
Maybe essential in terms of keeping the financial markets afloat versus essential for people hunkered down at home i.e. massive stashes of toilet paper.

This morning Jim Cramer said Boeing was too big to fail (stock market is taking them down); but TSLA has a larger market cap than BA. Should TSLA be allowed to fail? Closing the factory would probably have that effect. Could be said for any company though.

Re: TSLA corporate outlook

Posted: Tue Mar 17, 2020 3:20 pm
by dgpcolorado
LeftieBiker wrote:
Sun Mar 15, 2020 1:30 pm
As is mentioned in the comments section (and not at al by the idiot author) there are many different heat pumps, with effective heating temp ranges that can end as high as right at Freezing, to -25F, so until Tesla publishes actual specs and/or drivers do tests in cold temps, it won't be known how much of an advantage this particular heat pump gives the Model Y.
I put some information about the Tesla heat pump system in the Model Y thread:

https://mynissanleaf.com/viewtopic.php? ... 34#p581034

Re: TSLA corporate outlook

Posted: Wed Mar 18, 2020 12:09 am
by cwerdna
nlspace wrote:
Tue Mar 17, 2020 7:16 am
Maybe essential in terms of keeping the financial markets afloat versus essential for people hunkered down at home i.e. massive stashes of toilet paper.

This morning Jim Cramer said Boeing was too big to fail (stock market is taking them down); but TSLA has a larger market cap than BA. Should TSLA be allowed to fail? Closing the factory would probably have that effect. Could be said for any company though.
Yeah... I dunno. Too big to fail? Tesla would probably fail if its Fremont plant were shut down for an extended period of time.

https://www.sccgov.org/sites/phd/Diseas ... 31620.aspx is the order for my county. Look under "For the purposes of this Order, "Essential Businesses" means". Tesla HQ is in that county.

http://www.acgov.org/documents/Final-Or ... -Place.pdf is Alameda County's. Tesla's Fremont plant is there.

There are at least two threads on "TMC" about this:
https://teslamotorsclub.com/tmc/threads ... ce.188521/
https://teslamotorsclub.com/tmc/threads ... wn.188638/ along with a pointer to https://twitter.com/russ1mitchell/statu ... 6299398146.

Re: TSLA corporate outlook

Posted: Wed Mar 18, 2020 6:12 am
by WetEV
cwerdna wrote:
Wed Mar 18, 2020 12:09 am
Yeah... I dunno. Too big to fail? Tesla would probably fail if its Fremont plant were shut down for an extended period of time.
Perhaps. If so, will have lots of company... There are a lot of companies with a poor cash balance, weeks or even days. Tesla has cash for months.

Tesla has contracts to buy lots of stuff with volume requirements. Lucky for Tesla, many of the suppliers can't deliver, as Tesla is required to buy. You can't supply, I can't buy, let us work out a new agreement. Also, I suspect some law will be passed that forces delays in all such agreements. As Tesla again has lots of company.

Tesla has a plant in China that should be earning profits. While probably doesn't cover the rest of the companies expense, it should help.

Musk is totally clueless on the impact of coronavirus.

10% of the deaths in Italy are due to coronavirus. Intensive care is full of coronavirus cases, overloaded in some places. Confirmed cases are 0.05% of the population.

Re: TSLA corporate outlook

Posted: Wed Mar 18, 2020 5:26 pm
by GRA
TSLA $361.22.

Re: TSLA corporate outlook

Posted: Wed Mar 18, 2020 6:05 pm
by EVDRIVER
GRA wrote:
Wed Mar 18, 2020 5:26 pm
TSLA $361.22.
I guess you are not following the entire market. Looks like buying opportunities are ahead.

Re: TSLA corporate outlook

Posted: Thu Mar 19, 2020 4:59 pm
by GRA
EVDRIVER wrote:
Wed Mar 18, 2020 6:05 pm
GRA wrote:
Wed Mar 18, 2020 5:26 pm
TSLA $361.22.
I guess you are not following the entire market. Looks like buying opportunities are ahead.

No, some of my post got lost - I'm posting from my phone for the first time, and let's just say I have a long way to go until I'm adept. What was supposed to precede that was news that the Sheriff was pressuring Tesla to shut the factory down, except for essential operations like payroll & maintenance.

Re: TSLA corporate outlook

Posted: Thu Mar 19, 2020 5:13 pm
by WetEV
Tesla is shutting down.

https://www.washingtonpost.com/world/20 ... test-news/

Monday. Someone interested could work out how many people are likely to get infected tomorrow, and the likely death toll that the delay in shutdown will cause.

Re: TSLA corporate outlook

Posted: Fri Mar 27, 2020 7:26 am
by WetEV
Ford and GM are not planning on being serious competition before 2025, at least.

https://www.reuters.com/article/us-auto ... SKBN21D1KW

Yes, that is 5% electric. But assuming the coronavirus only delays the EV growth a year, the EV percentage would be about 8%. This is a losing strategy to plan to get a minority of the growth of the market. Things often turn out worse than planned.

Re: TSLA corporate outlook

Posted: Sun Mar 29, 2020 1:57 pm
by DougWantsALeaf
I think GM still can't quite make the Leap of no return.

That said, the early work with the Volt/Bolt at least give them some base of learning to move from.

There comes those inflection points where even big companies need to take that leap of faith. Until end Feb, I thought that was this year.

Now that we likely have sub $50/barrel oil for the next 2 years, GM might get 1 last chance to change itself.