Recent content by beachbum77

Interesting, is that we all say we want to improve the environment, but it has to be on our terms. A PHEV was to improve the environment, not to be able to say you owned one. I am just as guilty. I can afford any Tesla. But I am driving my MB's until I can buy the $35k model for a commuter car...

Yet in the meantime you will continue to drive your two ICE vehicles even though a Volt, Bolt, Leaf or Prius are affordable on a budget but you are not willing to compromise (on range?) for the benefit of the environment. Welcome to the majority of car buying consumers. This is precisely why...

Good grief. Where did you read me saying that? Of course there is pent-up demand for Model 3. People have been waiting for 2.5 years for the car. So it was not just about an EV for you? It also had to check all of your boxes first. So you continued to drive an ICE long after a PHEV was...

Tesla sells cars under 50 miles as new "in the wrapper". Showroom models have almost zero miles. I was not talking about test drive or loaner cars with hundreds or thousands of miles that are also sold as "new" but discounted. According to reports on the threads here on TMC in Atlanta...

You mean these numbers updated through Q3? They are Tesla's own numbers since 4Q16. They are NOT my numbers. Check the Tesla production and delivery reports yourself. Then I tweak the numbers when the 10Qs are released. (Numbers always seem to change slightly). I got accused of lying and...

In CA you can lease a Bolt or Leaf for around $300 a month and still the cars are sitting. I just do not get it. That is a HELL of a bargain. People are buying uglier ICE cars every day. The mass market just does not get the EV necessity yet. Let's hope they wake up soon.

Have to disagree on Ford and GM. They have $billions in cash to weather the change in course. But the Japanese and Korean automakers could be in trouble. But again it all boils down to consumer demand. Unless we can light a fire under the mass market nothing is going to change very quickly.

I was just at the Tesla delivery center Tuesday. They have all three models available. Call your local showroom yourself. At the end of September you could buy the showroom floor Model 3s. You can find that on the threads here on TMC. You cannot ban someone for telling the truth. Good grief.

Okay wrong word. How about apples and oranges? Or skewed? You just can't compare the two sets of numbers was my obvious point.

Far forward looking? Tell that to Amazon and Google tonite. Tesla just had the best quarter in their history with a brighter future and look where the SP ended the day. I wish the markets were as smart as you make them out to be. ;)

Let's revisit that assumption in January-March. I am expecting Europe to be the sales driver in Q1 until the $35k Model 3 is available here. We will all learn a lot when the FITC is cut in half and how the lower price point can counteract the reduction. If the $35k unit does as well as I expect...

Agree. That is why I think Tesla will end up with a P/E ratio of 30-40.

Revenue does not reflect market share. The measurement is number of units sold. When they report global total sales they talk about 95 million units. Not "x" $ in sales. The same applies to the U.S. at about 17 million estimated sales this year. No one compares revenues to determine market...

A 35-40 P/E ratio is pretty freaking high for a $50-60 billion tech/auto company. "As high as I see Tesla going" by the end of 3Q19. I did not say ever. And I used $12 where others were talking $8-10. I just plugged in $12 to show how we get to $420 SP everyone would like to see. For all we...

Most often the placements are free of charge from OEM's in exchange for screen time and are coordinated with promotional campaigns and website advertising. In some cases, directors and producers will use their own cars (and get paid for the use as a prop rental). There are also companies that...