TSLA

Did anyone catch this in the earnings call? When asked about the value of the data being collected by autopilot, Elon punted by saying that they didn't want to announce new products on earnings calls. This essentially means that their data is going to be on an order of magnitude better than...

How can a Bloomberg employ someone so anti-Tesla to provide "objective" analysis? He's been doing this since 2012, anything on Tesla is so biased. Every Tesla quarter is terrible and suspect. And he's not your average click baiter, being on a somewhat major financial network. Tesla Narrows...

I am bullish regarding TSLA and SCTY especially in terms of their DemandLogic product. Since utility "Demand Charges" generally represent 30 percent of commercial and industrial customer electric bills, Tesla Energy and SolarCity should be able to leverage their DemandLogic product into...

Tesla will release its 3rd Quarter results on Tuesday, 3 November 2015. I feel that this report and call will be more important than usual, because the company will be reporting guidance after a major product launch (Model X). In particular, I am looking for Tesla to answer serious questions...

The CPO page offerings are only pre-autopilot cars at the moment.. Do you think Tesla will have to lower the price to sell those? They are still kinda expensive, sure you get a Tesla but I think many ppl will buy new instead bcs they want the features that Autopilot brings. Bet the ones that...

Making a new thread so people can add/refute some specifics. This isn't a response to anyone in particular. For some of these arguments, Bears need to pick their issues and stick with their thesis. I see too many complaints that aren't self consistent. For instance I tune out when people...

http://www.profitconfidential.com/stock/tsla-stock-is-tesla-motors-the-betamax-of-automakers/ Is this guy nuts? OK, it's probably click bait and I fell for it so if you don't want to click on it here are some highlights: This one was new to me, when did VW, GM, Ford and BMW go with Fuel...

I couldn't find this thread for Q4 so I'm creating it now I posted a write up today about how Tesla can hit guidance for Q4 (16,800 cars in Q4 vs 11580 in Q3). 5308 more cars in Q4... Short-Term TSLA Price Movements - 2015 - Page 1525 It's not as big as it seems since Tesla had over a week...

I understand that there are quite a number of threads discussing Tesla's AP both in investor section and else where. But I specifically wanted to discuss Tesla's Autopilot functionality vs competition. I believe it's relevant to investors so creating a thread here. Many people have said lane...

Data from NHTSA from 2011 and 2012 tells us that at any given daylight moment--ie instanteneously that 660,000 people in US are using their cell phone or other electronic device while driving... Do fellow TMC'ers think this number has increased or decreased since 2012? Do we think that the use...

Hey TMC gang, So we've got this guy, Bill K, on Twitter. He's your typical bear with one major exception. He's a total Kripkean dogmatist, meaning he's somehow unable to look at any data beyond the very few data points he has. He keeps harping on Tesla for using Taiwanese "Fukuta" as a...

Just a heads up - more than 20 owners have filed a formal complaint against Tesla in Norway, because they feel misled about the car's performance. This is right now the top story in the biggest newspaper in the country. The complaints are taken seriously, and In my opinion, this does not look...

There will be autoaccidents and injuries with autopilot, but I believe key factor would be the rate compared to cars not using autopilot. If a large difference in the rate of accidents with autopilot versus non autopilot then the difference will become more obvious quicker. Four weeks of data...

No, not a Mod S driving into a school yard and chasing down screaming children. But rather the risk that it seems certain that Tesla won't be the first to have an autonomous car used by civilians. The slow speed urban taxi, the Google Car, is the doable subset of full autonomous driving. What...

Hi, new to the forums. Can't afford a Tesla yet but the cars are great :biggrin:. I have done "extensive research" the last two weeks about TSLA and there is some missing pieces I wonder if anyone here knows about. I have come to the conclusion that demand and production of Model S and Model...

As a speculative exercise, what do you think the global demand would be in the next couple years if current Model X was fully self driving? Based on the current business model for the auto industry of mostly selling to owner/drivers, there's a pretty limited demand for $80K + vehicles. Tesla...

As someone who admires Elon Musk hugely, and would actually take a real bullet for him, I was quite disappointed by his some of his latest comments about Apple. 1. Why say bad stuff about your former employees? How will current employees feel about that ? I cannot believe that this is wise...

The Tesla Model X Will Have A 257-Mile Range: EPA Does this mean only one battery size will be available (for now)?

At 37:04, Elon says Back in 2013, he said he would “stay with the automaker through the successful launch of the Model 3” (source). What makes a "successful launch"? a) reveal (march 2016) b) first delivery c) mass production -- Update: and what is "staying with" Tesla: CEO, chairman...

Does Model X get to participate in the Motor Trend Car of the Year for 2016, which I believe gets announced in mid Nov 2015. Does anyone know the timeline? By when does the car need to be in their possession for testing. Also, do they buy cars anonymously (like Consumer Reports does) or can...

We already have a thread already for the discussion (but without poll), but after last quarter´s success of predicting the actual number together (average of 11,482 in the poll, 11,532 official), I still like a poll (if any moderator feels like, it would cool to have the discussion from the...

Today there was a special on BNN regarding Tesla, quite positive http://www.bnn.ca/Video/player.aspx?vid=711853 http://www.bnn.ca/Video/player.aspx?vid=711821 http://www.bnn.ca/Video/player.aspx?vid=711820

This article: Tesla: Potential to Change the World, but Overvalued will not be popular around here. -- Doug

Source:

1. News is tricking out that real world tests of emissions vs. lab tests of Volkswagen diesel cars sold in Europe have ALSO been a mystery to many researchers in Europe. It is reported that about half of all car sales in Europe is diesel ! 2. Have other car manufacturers used other similar or...

During his European Tour Tesla Motors CEO Elon Musk is in Germany this week. German Minister Sigmar Gabriel, Federal Ministry for Economic Affairs and Energy (Google translate; German abbreviation for the Ministry: BMWi), invited Elon Musk to a talk called "Future Economy". The talks will take...

First, does anyone know what the best selling Caddy was last year? Is was the Escalade Platinum. This model starts at $91K. The article, which is very positive admits: "This big boy weighs 7,300 pounds. It’ll get there when it gets there." Does anyone know what kind of gas mileage that beast...

Worth a watch for perspective :) Plenty of young Cramer sprinkled throughout. PBS Frontline (1997). CLIP 1 of 4. - YouTube PBS Frontline (1997). A stunning, historic perspective. Clip 2 of 4 - YouTube (1997) PBS Frontline. A stunning, historic perspective. Clip 3 of 4. - YouTube 1997 PBS...

So guys, I was thinking... Gigafactory needs Li in vast quantities. First place to look is Nevada, they sure thought that through when they were deciding on a location. TM already signed two sourcing deals (potentially sourcing) 1. Bacanora Minerals 2. Pure Energy Minerals After some...

After seeing the lazy "Value Walk" article trying to get people excited about vulnerability of the MS to theft I am increasingly worried about shady reporters and investors trolling this forum for hit pieces on TSLA. The author simply pulled forum entries and used them to generate...

Just a heads up on more possible trouble in Model X land :cursing: It appears that Model X does not have a second row that can fold. See this thread: http://www.teslamotorsclub.com/showthread.php/53255-Reasons-you-might-cancel-your-MX-reservation/page2 And...

Hi, I think I can find a Tesla employee who can supply us with information like the following (I think the odds are about 90%), but before I do that I need some information about the legalities of Insider Trading...

Gene over in the short term thread was kind enough to share his observation at the store andOprah's Instagram post was great testament to her enthusiasm in test driving and buying a Model S. Tesla could not have asked for a better celebrity endorsement in my opinion. I mentioned this to my...

I guess don't understand that either. Because IMO the primary consumer benefits are the low cost of fuel and the lower maintenance costs. I don't think that convenience should even be considered a benefit. It's not a benefit when you need to refuel.

Did anyone yet take delivery or have a delivery date on the powerwall/powerpack? Thanks, Daniel

i couldn't find a thread for Q3 deliveries. Ends this month (September) thoughts on on hitting their guidance? They'll need to do it with Model S since MX deliveries will be tiny. My thinking is they better hit guidance (or exceed it). It's a big ramp to hit 50-55k for 2015

Robert L. Bloch (H&R Bloch) is coming out with a book called, "My Warren Buffett Bible." In my local paper, given that I live in Omaha, where Berkshire Hathaway is and WB lives, there is a running Sunday morning article about bits and pieces surrounding WB. Four quotes of Buffett's were cited...

Hi fellas, Back in 2010 I noticed some interesting stock picks by major investors that intrigue me. This led to researching why. After doing some online research and buying numerous books I discovered why: gas prices will go up... tremendously. The automobile industry was one of the obvious...

Morgan Stanley Massively Hikes Price Target on Tesla, Says Stock Could Almost Double - Bloomberg Business Tesla the Uber killer!

Recent steep devaluation of the Chinese Yuan will certainly affect Tesla sales in that country. How will that impact Tesla Motors?

Haven't heard anything announce other than the gigafactory is ahead of schedule. It seems apparent in all mining related articles that they all call out the huge increase in demand on common battery related raw materials; lithium, cobalt, graphite, etc. Yesterday had another one, specifically...

Not sure if this is bogus or not, but the email looks somewhat legit based on headers. Edit: NM, it's on their site also: Tesla Announces $500 Million Common Stock Offering (NASDAQ:TSLA) Tesla Announces $500 Million Common Stock Offering Proceeds to Accelerate Growth of Business, Including...

Hi, Brief excerpts from the book "The Volatility Edge In Options Trading" are quoted below: http://www.amazon.com/The-Volatility-Edge-Options-Trading/dp/0132354691 From Chapter 1 of the book, quoted for two reasons. Good examples of things to be careful of when selling calls, plus a clear...

http://cleantechnica.com/2015/08/08/lg-chem-3m-enter-nickel-manganese-cobalt-oxide-cathode-materials-patent-license-agreements/

Tesla delivered 21,577 units in the first half 2015. Tesla sees third-quarter production and deliveries of about 12,000 vehicles including a few Model X SUVs. If Tesla Q4 delivers 12000 Model Ses, that leaves 4443 Model Xes to be delivered Q4. In CC and in shareholder letter Musk spoke about...

It is kind of irrelevant and I'm not exactly sure why this amuses me, but it does. The $24.00 loss in share price today wipes out TSLA's IPO closing price of $23.89 on 6/29/10.

First, to be clear, this is speculative exploration. Elon did not say Tesla will create their own Uber-like service yesterday. I don't see it as a material catalyst for the stock at this point. That said, I've started thinking about how profitable such a service could be and how it could push...

With the next earnings call set for after the market closes tomorrow I've been reading many of the articles that are out there. It seems the consensus is that investors are more interested in hearing the delivery numbers vs. actual financials so to speak. With that here is my question. Can...

Wondering what people's thoughts are here. I was thinking about Elon's comment about being AAPL market cap size in the decade. AAPL is just about ~700B in market cap size as a point of reference. Toyota is ~220B Market Cap Honda is ~57B Market Cap What do you guys think?

I read that by 2025 Calf. will mandate 22% of all cars be EV/Fuel cell. It's 3% now. Won't that mean Tesla will sell even more ZEV credits? I can't imagine other auto co. getting close to that figure.