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Excel 101 :biggrin:

I'm not sure I can agree with using a ratio like that across the board. There are a lot of factors in play for a high-growth operation like Tesla. CapEx will be extremely high in periods when they are transitioning into new vehicle production.

Any civil engineers or architects here that might be able to say how long it could take them to build a second production facility? Not my department.

I'd be happy to do a full model including DCF, maybe this weekend. I would of course adjust to be in line with my assumptions.

They hope to sell 40,000 Model S in 2014, according to Elon and the shareholder note from yesterday. Estimating 45,000 might be fair considering that they have been beating targets so far, but I don't think it is reasonable to forecast any more than that. They will be entering new markets that...

Props to the owner with NY plates "TSLA" Maybe I would get this if I owned a Tesla...

sleepyhead well done! I took a look at your model this afternoon and was excited because it was close to my estimates! Extremely far from anything seen on the street, and very accurate. The so-called "comparables" are nothing like Tesla, and the auto industry ER analysts are having a hard time...

Question about potential buyers without garage space who can't install their own charger at home

Most common are Pruis, BMW 5 Series, Nissan Leaf, Toyota Highlander

4% of buyers previously drove Honda Odyssey, 3% Honda Civic

"I would actually consider it a great honor if the Japanese would buy our car"

Talking about making changes to the back seat to accommodate Chinese customers that are frequently driven in their luxury sedans rather than driving themselves

"The traditional model doesn't apply for Tesla" Unfortunately most people haven't figured that out yet

New land makes 500k production easier to achieve...

As deliveries really start taking place, reservations should go up.