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Just being talked about. Wont happen.

I would like more discussion on the topic capex and profitability. CapEx is no excuse for lack of profitability, since it is depreciated over a long period of time. SGA costs have been increasing proportionally to sales. Gross margins are better at Tesla, partly because they dont have to...

Tesla projection of 8% improvement in energy density per year is too optimistic. Historically battery energy density improvements per year have been frustratingly small. Thats why your computer never has enough juice. Any comparison with the computer industry shows a complete lack of...

Considering the fact that Tesla lost 888 million last year producing luxury cars, I dont see how they will be wildly profitable with the Model 3.

I believe it will be very! difficult to make a GAAP profit with the Model 3. Last year they lost 800 million with the Model S. They will have to go from making massive losses with a high margin luxury car to making profits with a low margin mass market car. I believe Tesla will have to...

The problem with the front end in my opinion is not the lack of a grill but the fact that it is too short. It looks like (as some have said) a pig snout. Also the transition to the wind shield is quite steep and abrupt. It has some great elements but the snout is just laughable. This picture...

Long term the only viable option is to charge per charge.

Lets not beat around the bush here: The main advantages of ICE vehicles: 1) quick refueling times 2) Long range 3) Lower total cost of ownership The main advantages of Electric cars: 1) Better, smoother acceleration 2) quiet 3) No pollution of the city Neutral/debated aspects: Total Co2...

No, its not hard to dump a whole lot of battery in the car, to get a similar range like Tesla does. The problem is not that they cant compete with Tesla, the problem is that they dont know how to make an electric car that satisfies the transportation demands of the 21st century. Its a energy...

No range anxiety is not a product of uncertainty and it wont be solved by a slick navigation system. These statements are basically ignoring the elephant in the room: Range anxiety is a product of lack of range and slow recharging times. They are a product of knowing that a trip that takes...

I dont see whats so persuasive about that paragraph. Would you ask the same question, when somebody accuses the government of price fixing butter? Would you ask what is meant with when somebody then says: The price for butter is artificially low or high? Of course not. The same goes with...

I am not shorting any markets. Especially shorting the US market is dangerous, as a falling dollar will make stock prices rise nominally. Priced in gold however, the U.S market has been in a bear market since 2000. I expect this to continue. 1) I am bullish on gold/ silver stocks, even though...

No, but he seems to be a follower of Austrian economics as well. Regarding the Russian market: Anything that falls as much as the Russian market should be considered for investment. You get as much as 15% dividend yields, PEs that are below 5. I am not invested but would consider it I was...

You cant mistake central bank credit expansion with legitimate free market setting of interest rates. If you set interest rates via credit expansion, you are price fixing. Price fixing as you know does not work. Lowering interest rates artificially, sends the signal that the public has...

I think you misunderstood me. Building a recovery on artificially low interest rates is not possible. Thats why I put the term recovery in quotes. Its not a recovery but an unsustainable boom that must be followed by a correction or bust. The boom is caused by artificially lowering interest...

The FED cant raise rates without collapsing the economcy, as the whole "recovery" with built on artificial low interest rates. If you take them away the boom turns to bust. Why are the interest rates artificial in my opinion? Because actual consumptions and saving paterns by americans do not...

Moderator Note: This thread was started with off topic posts moved from Short-Term-TSLA-Price-Movements-2014 and the title was created by this mmoderator not by the OP of the first post shown below. Title may be updated if the discussion develops. ----------------------------------------- The...

Is there anybody on this thread, who believes that Tesla needs to further increase range if it wants to replace the ICE? Seems to me that many investors are sticking their head in the sand, when they want to believe that the current range is enough.

I am familiar with the usual argument EV enthusiasts make. However the key here is long term travel. I would agree that charging times are no problem in the city, as you charge overnight. However inter city travel is the key here. Of course if you had taking a few seconds to think about this...

Well I was referencing the thread topic which is more about short term price movements than fundamental analysis. Regarding the range I was referencing electric car models prior to Teslas arrival.

Without sidetracking into a fundamental discussion of Tesla, I would say that significant increases in range and recharging times are needed, if it wants to appeal to the mass market, which is manly looking for time efficient transport. Range and recharging figures have been subpar for electric...

Teslas market cap was on par or half of the market cap of many of the largest auto companies in the world, that produce millions of cars and make significant profit. Tesla produces between 30.000 and 40.000 this year and made no actual profit this year (GAAP). As you know, this means that...

Over the next year I believe Teslas stock price will be under pressure, especially when the Fed continues with its tightening talk (and actions). These Fed actions will not only collapse the oil market but also the US-stock market, overvalued momentum stocks will be under particular pressure...

The current narrative seems to be that falling demand and increasing supply is responsible for the oil price collapse. However global demand between 2013 and 2014 has actually increased by 0.74 % (data from the International Energy Agency). Also it is 3.6% higher than average demand over the...

That downward slide is nothing. Lots of stocks correct 50% every three years. Tesla has had valuations where even Elon was starting to scratch his head. Until now no profit has been achieved and enormous capital expenditure might lead to more dilution. Also we still have the same problems EVS...

Government inflation statistics have throughout time never been a good measurement of real world inflation. Its like the fox guarding the hen house.

For example gold in relation to oil over time. Link: Gold to Oil Ratio Historical Chart | MacroTrends

how about factoring in realistic inflation rates for your neat chart? :wink:

Dropping like a stone at the moment. Obviously looking at current and even future production the stock is very overvalued, especially when looking at the risk profile. Musk agree back in 2013 when the stock was trading at 170.

For me it states delivery in december for a P85. Thats about 2 months. And these wait times will probably decrease once Tesla has satisfied pent up demand in australia and asia.

The problem with your argument is, that you mistakenly believe that range and recharging times are minor metrics, and that a complete inferiority in these two metrics can be counter balanced by things like acceleration and how quiet the electric car is. People demand long ranges and quick...

If your arguments were true, electric cars would already have taken off. The reality is, that long ranged trips are important to consumers, even if they only make up 1-5% of the total miles driven . Nobody will pay 40000 dollars (which probably will be the cheapest version for the Model 3) for a...

Cars have one core function: Effective Transport. With effective I mean: Transport me from A to B in the least amount of time with the least amounts of resources consumed. Teslas cars are at their weakest at exactly that core function: They have limited range, a high price tag and take a...