TSLA

I almost hate to even post this, as there have been a slew of - but Apple, but Google/Alphabet....speculations over the years - but here I go anyway. - Google has been a player many times in purchasing Solar City debt $280 million here $750 million there. SolarCity Creates Fund to Finance $750...

Nice graphic to see all the Q3 stats...

Lost in the hoopla of a positive eps quarter I have mainly been interested in demand for the Model 3 From the share holder letter: Deposits from customers in Q3 2016: $690,364,000 (up from $679,834,000 last quarter) This might be a dumb question, but I would kindly ask for insight from...

Tesla and its shareholders have a big week coming up. A much anticipated earnings report, solar roof unveil and a discussion of merged TSLA/SCTY financials. So far, the market has brushed off a beat on Q3 deliveries, AP2 reveal and other seemingly good news. Will this pattern continue? Will...

I didn't see a thread on this already, so thought I'd start one. Anyone care to share their predictions for Q3 ER, coming up in 2 days?

http://www.economist.com/news/business/21709061-entrepreneurs-finances-are-jaw-dropping-inventive-and-combustible-his-space Apologies if this has already been posted. The article discusses Tesla, SolarCity, SpaceX, and Musk's personal finances.

Missed by many is that Tesla will have over 20k cars on the road fleet learning with the fully autonomous hardware by the end of the year. That means around 20 million miles a month and growing every day. In the meantime Google and Uber are running a few dozen cars. These fleet learning...

Annonced today, in a kind of sneaky way: mentioned on the order page under details for the new AP options: Please note that using a self-driving Tesla for car sharing and ride hailing for friends and family only is fine, but doing so for revenue purposes will only be permissible on the Tesla...

I voted for the merger.

Apologies to those who had to watch the back and forth in the ST thread the other day, I'm usually one who advocates not responding to our trollier users... but I... just... couldn't... resist:oops: I do think autonomy is the most important technology for the future of the automobile, I also...

Ab 2030: Bundesländer wollen Benzin- und Dieselautos verbieten - SPIEGEL ONLINE fantastic news

Goldman Downgrades Tesla, Months After Underwriting Share Sale Goldman analyst Patrick Archambault upgraded Tesla on May 18 -- the same morning that Tesla launched its secondary stock offering. Goldman and Morgan Stanley were lead managers on the deal, and Goldman said at the time that the call...

Tesla says 4th quarter will match record breaking 3rd... but how? the negatives of 4th are well known. Shorter quarter Colder weather in much of the country And no matter what people say paying full price for a Dec 16 car vs waiting a few weeks for a Jan 17 car seems strange, but I guess...

Just posted on Electrek: Tesla (TSLA) delivers a record-breaking 24,500 vehicles during the last quarter, and 5,500 more in transit

I'd like to hear what the risks are in lending out shares (i.e., for others to engage short selling). If anybody has some real and extensive knowledge on this topic, would love to hear from you. More specificially, is there any chance of losing your shares if you lend them out? If so, in what...

Not a poll - place your best estimate/guess/likelihood/probability for Tesla deliveries for the July-September 2016 period here. Keep it snappy - short & simple. There already are a myriad of "Discussion" threads elsewhere. We'll close down the thread shortly after TM releases the formal...

I have some funds that are doing nothing for me right now in a savings account. We are current Tesla owners and are very confident in TESLA as a company, that being said it doesn't matter what I think as far as TSLA shares go. I have a use for most of the funds in about 6-8 months but I have...

Check out my medium post, and you can also check out my quick merger vote poll here: Medium Post Poll Here Results of poll Let me know your thoughts! :)

last year global vehicle sales were roughly 85 million, and they are widely projected to be roughly 100 million in 2020. where will they be in 2030? outside of short-term shocks like the 2008 financial crisis, the trend has been upward for at least as far back as I could readily find data...

Please share your estimates for Q3'2016 deliveries.

I would be interested in having some idea about the size of commitment longs on TMC have to TSLA I'm not really interested in the exact # of shares etc but overall exposure to TSLA stock and impact on Portfolio Just out of sheer curiosity

We used to have a good tradition going on with quarterly results discussion thread. Hopefully this post can be a start of a new episode. I will first try to estimate the number of cars, from there the NON-GAAP revenue and financial results. Number of Model S delivered : Everyone knows I...

With TSLA+SCTY merge vote coming in Q4, How will you vote in TSLA+SCTY merger ?

I am having trouble verifying this claim here. I skip read the SEC report filed on 8/31/2016 twice and could not find anything supporting this claim. Can someone please help by pointing to me where this is revealed or this is just not real. I do find that SCTY has approached many ~15 suitors and...

Hello TMC friends, Regarding the next decade of the car industry as a whole and Tesla's status in that future, I've written this article about how and why it will play out while presenting a deeper analysis than I've seen anywhere else: http://tesla.dauger.com/disrupts/ Tesla bulls are...

Assuming that Tesla does not seek to make profit from service as Elon has stated can we guide to a $/kWh for pack cost based on the prices of the 100D upgrade? Since it is $20,000 for the upgrade from used 90D to a 100D, and assuming $2,000 cost for service/recycling (conservative) of the old...

Has anyone ordered this new product? The videos on their site almost convince me to drop the $150. but I'd like to hear from a fellow owner first.

CNS - Sounding Alarm, Investor Demands Tesla's Books "Urging a court to let him inspect Tesla's books, an investor says the electric car manufacturer offers contradictory explanations for missed sales goals, amid "troubling" executive turnover." Investor Shahid Haque who already got Tesla...

Not sure if this has it's own thread, wanted to get your opinions on how Tesla will beat GM, Ford, Mercedes, Google, Uber, etc... in autonomous driving. I think it's fair to say Tesla has the most advanced product on the market today, it's also probably fair to say Tesla has the best talent...

Apparantly there's a repeat right now of the Subprime mortgage crisis. But this time it's Auto Lending. And here's some additional info about a what appears to be manipulation of the Stock Price of many Auto Makers (+ some expansion on the John Oliver Video above.)... PLEASE NOTE: THE...

there is no global norm for a car top 10 cars USA 3 utes, 3 midsize sedans 2 compact sedan 2 SUVs generally motor is 2.4l or larger generally wheelbase is more than 2700mm EU 2015 (Full Year) Europe: 20 Best-Selling Car Models top 10 cars 1 Volkswagen Golf 533,584 2 Ford Fiesta 314,432...

It is interesting to hear about how Tesla was started and how close Elon came to losing it all. I wonder now that he is super rich if he is still true to his altruistic vision. I understand that Elons fortunes are heavily tied with Tesla, however if push came to shove, would he sell his stock...

I'd like to share some of my thoughts on the SMP2. This is not really new info to this forum, but I'm interested to hear what others think. In short: TL;DR The first set of major milestones of the SMP2 will occur sooner than people realize in around the 2018 timeframe. Particularly noteworthy...

As a Tesla owner or future Tesla owner, do you trade publicly traded stocks? Everyone has their reason as to why or why not trade stock but why do YOU do it? Curious to hear & learn from each other's answers & thoughts.

Unghhh to share holders-and absorb solar city debt. Glad I sold out at 247.xx a while ago. It's necessary to build that gigafactory no matter what but it's killing the bottom line. I hope unveil 2 will have another major push in preorders.

August 5, 2016 @ 2:58 am Elisabeth Behrmann and Christoph Rauwald Bloomberg Mercedes-Benz will create a subbrand for electric cars to challenge BMW and Tesla Motors in a bet that alternative-fuel cars have the potential to become profitable. Mercedes will add two electric SUVs and two sedans...

I'd like to start a discussion of the term "Net new orders". I was doing some math and research into this and the only way I can come up with the math behind the term used in the letter: Despite not having the refreshed Model S in stores for the full quarter, and not until June for...

The electric car giant Tesla ($TSLA) posted wider 2Q16 loss on higher cost and expenses. $TSLA said net loss for the quarter was $293.19MM or $2.09 loss per share compared to net loss of $184.23MM or $1.45 loss per share a year ago. Revenue for the quarter rose 32.9% to $1.3Bil. Excluding items...

I'll be interviewing Andrea James (former TSLA analyst) via Google Hangouts. Feel free to check it out live or you can view the recorded version afterwards. Also, would love to hear if you have any questions you'd like to ask Andrea. Just reply to this thread if you've got any...

Either shorters are the largest investment group to dangle clickbait for or something is truly slanted at Seeking Alpha (perhaps due to the known, concerted anti-EV effort being funded by the Koch bros?). Am I the only one that thinks the timing and tenuous connection to reality of this latest...

Something just hit me today. Musk is touting the savings of acquiring new Solar customers as one of the biggest benefits of this merger, but is it possible that both companies might benefit from this? Right now, in Texas, customers who come to a TeslaMotors Gallery can't learn anything about...

Pl Batt Makers MWh %'16 % '15 1 Panasonic 3.088 (1.931) 4.552 36 38 2 BYD 1.540 (461) 1.652 18 14 3 AESC 930 (705) 1.272 11 11 4 LG Chem 623 (569) 1.432 7 12 5 BPP - 460 (139) 397 5 3 6 Samsung 343 (294) 504 4...

I thought I'd start a thread of TMC Investor thread regulars who are in Reno and would love to go to the gigafactory opening if anyone has an extra guest slot. So, I'll be the first to add my name. I'm in Reno at the moment, will be at the TMC Connect event if anyone wants to say "hi", and...

My brokerage firm asked me writing last week to borrow my shares of TSLA, being "high-demand securities", and get paid interest on that loan. See attached (redacted). I have other stocks and was never asked about those. It made me think. I'm long TSLA starting at $35/sh, and intend to hold...

Tesla Semi will be an exciting new business. Lots of core competencies come into play. Innovative vehicle design Vehicle autonomy Battery tech and manufacturing Sale, distribution and servicing Swap and Supercharging infrastructure Interfacing with the grid, including electric highways...

Don't get me wrong-I want my T3 to go with my Terminator 3. From here it will take a while for Tesla to grow any higher. I know this isn't a stock page but the smp3 did not impress. I do believe unveil 2 will impress, but until then Tesla now needs to focus its time and efforts to getting...

I just looked at the table from the Europe Registration Stats and I feel like the numbers are pretty far off. Didn't know any thread where this is usually discussed. As we can see Asia had record sales according to this, which seems unlikely as nothing was said about it. It's also pretty obvious...

we've all seen the flood of stories in the financial media about Tesla Autopilot. so much of the coverage is misleading, aggressive and speculative in nature. as investors, that mass of noise can seem like an outrageous attack. let's not let this media swirl about the company we're invested...

#sigh SEC Investigating Tesla for Possible Securities-Law Breach

Well, I imagine some people may find this ridiculous, but it's more about the augmented reality experience suddenly entering the mainstream as a highly desirable form of entertainment as proven by this release. What goes better with augmented reality, than a car that allows enjoying such...