Recent content by rameshbende

Well Tesla can take funding from Saudis for expansion and dilute shares which will give Saudis stake in Tesla and funding Tesla Win-win. Now as far as Spacex is concerned it's rumour on the street. I hope it is wrong. But given situation that looks to be more likely option now. May be Larry...

The whole taking Tesla private is turning out to be huge disaster. The more I think about it more I am getting convinced taking Tesla private doesn't serve long term mission. Why would Elon waste 25-30 billion taking Tesla private instead he can take that money from Saudis and invest in 5-6...

I think in last few months stock is down largely by Musk's erratic behaviour. First pushing Analysts off the call, second lashing out at media pravadhu, third pedophile guy, Last funding secured and private Tesla. Minus this I have no doubt stock would have been trading above 360 with less...

It has to be Google. With Larry page being Musk's friend.

Accredited investor will it apply to international investors as well? I am from India. Looks like will get kicked out at 420.was hoping stock will give me 20x in 10 years.

I think Tesla doesn't need to go private right now. Because Tesla will be profitable going forward and noise that shorts are making like bankruptcy,demand problem, profitability, cash burn etc. all of this will disappear in next 6-9 months. At least half of shorts will cover. Only argument left...

Although I agree most of the above. I don't think demand for 3 will be problem. Because some prefer smaller cars or sedan look. Also model Y base version will be priced at 42k and will be available only in 2021. By that time frame with improved efficiency 3 base version will drop to 30k in my...

Multiple lines. S/X can share lot of production processes since they are on same platform and so will be case for 3/Y. Semi could be seperate assembly line. Semi can again share lot from 3/Y since it uses same platform. I think Paint shop and Stamping can be shared across different models. Not...

Here is how it works in my opinion. Roadster with 2000 vehicles year will be produced in Fremont. Largely manual and leveraging whaterever it can from existing infrastructure of S/X/3 for stamping, welding,paint and assembly. Roadster drivetrain in GF1 should not big deal. Semi in my opinion in...

As expected by me next 7 days there will be lot of FUD. Bears have last chance.After Earnings release with 15K plus production and deliveries in July stock will take off. Bears know that production problems are behind us now.They have limited time after ER Tesla will be unstoppable.

Another FUD Here's why Tesla's Model 3 may face declining demand, despite Elon Musk's claims Next 6-7 days will be interesting. Bears are desperate to drive down price. They did this just before Q1 end with series of negative articles. This is there last chance before stock takes off. Because...

Bears have only two weeks left to spread FUD before 5k sustainablity and new found demand problem gets Debunked. I guess bears have last chance to push stock down and they know it well and FUD will only get louder in next two weeks with lots of downgrades reiterated by same short side analysts...

My guess is after ER stock goes up based on following assumptions GAAP Loss of 550 million indicating loss is getting smaller as model 3 ramps hence Q3 profitability 15K plus model 3 deliveries in July making it in top 15 or 20 car in US (12K model 3 produced but not delivered in Q2) 15K plus...

If model 3 as indicated by Elon achieves 25 percentage gross margin by q2 2019 then if you run the numbers Tesla will generate 1.5 billion GAAP profit in q2 2019 with cash flow from operations over 2.5 billion and over 10 billion in 2019. Enough to fund Gigafactory 3.

Tesla will report any expense incurred due to workforce restructuring as a exceptional item. So minus that number is what analysts will look at. My calculation suggests q2 GAAP loss around 500-550 millions.