Recent content by VoltAir

Norbert and K, there was a time when I might have agreed. But I have been around enough operational stumbles to see that this just makes me too queasy. I sold-to-close all my call positions on Tuesday, out at a modest upside, and I'm waiting until all the uncertainty clears. I am confident in...

Good grief. Horrible arithmetic on Roadster. Should have been... 250 x $140k = $35M Gross Profit (@ 20%): $7M Which would make Model S revenue $303M Gross Profit ($31.5M), or about (10.3%) GM. Meaning loss of almost $12k per vehicle.

Yes, but is it not clear to everyone here that Gross margin on 2012 Model S was far worse than some of us had thought? Did we all think that around (7.5-8%) was the 2012 average number? Just break down Automotive Sales revenue and Gross Profit by making a few very accomodating assumptions...

This is a very good thread. Just a note to nikwest: I thought the $/Y would help, too, but found that this is not so. From Paragraph 8(a) Payment terms in the redacted Tesla/Panasonic agreement: "Payment by Tesla for Items shall be in United States Dollars..." Any ForEx upside goes to Panasonic...

Good question, Norbert. Tesla now has the heavy burden of achieving profitability targets, and most eyes will be on it. It may not be fair, but this is the way things go. People will start to look at actual multiples rather than theoretical ones, and Tesla will have to prove shares are worth...

Analyst perspectives re: Lovallo Stainless: Please understand I'm NOT being sarcastic or snippy, but it sounds like the conference call environment may be somewhat new to you, particularly for a company whose "shininess" is wearing offwith rising expectations of measureable profitable...

ZEV credits Hello. I’ve been lurking here as a TSLA trader for more thana year. I am a Volt owner, but not a Tesla owner/reservation holder. My work experience is around complex energy systems in design, operations and management, which has led me to concentrate my options trading efforts...