TSLA

I was thinking that maybe we can pool our backgrounds to take a stab at potential margins for the Model 3. So, I think it's best to take a stab at margins when Model 3 is producing at a 100 k annual run rate ( say in 2019), and Model X + Model S, in that year, is at least another $100 k run...

I looked at Q1 2015 CC and there were interesting things From Q1 2015 conference call Elon Musk "I think we'll pass on sort of answering super-detailed questions about the X ramp. But the thing that really matters is not like when do the first deliveries of the X occur, but rather when do...

With the life cycle of a battery with just a decade or less, recycling would be a game changing factor to tesla

Tesla gigafactory ahead of schedule, but off-track on job, investment projections

At the 5 min mark Elon states: "Every year we double our total cumulative production. Beginning 2015 we had around 50.000 cars on the road and in 2015 we produced another 50.000. So the total fleet of tesla doubled last year. And we will approximately double again this year." So they need to...

Basically stating Abigail Johnson (and family) effectively has more than 5% holding.... Is this an additional purchase, or is it a long standing holding that has tipped into notification requirements through restructuring or as part of due diligence during audiit prep for the 10K?

I'd like to start a thread related to the competition to Tesla' AP, now that Tesla aims at full autonomy within 2 years. Note that a thread already exists for competition in battery-electric vehicles. - - - Updated - - - BBC: Ford says it has conducted successful tests of its driverless cars...

I have to say, driving my model S into a tight parking space, standing OUTSIDE, and using just the key fob. Wow... that's surreal. Has anyone tried the new improved autopilot yet? Would love to hear impressions.

.1. Assuming TSLA exec team knew about this for at least a couple of months, and had some feel for the design of the Bolt via pics shown of Bolt Mules, it gives TSLA a meaningful advantage. - the Bolt car concept design and many specs have been unveiled. I assume GM Bolt team did not have a...

Some very crude back of the envelope math for Q4 earnings since we now know the deliveries numbers: Since Q4 deliveries are up 50% from Q3, I will use that proportion for all revenue calculations. This is assuming vehicle sale prices remained constant, which may not be accurate. However, that...

I just got an email from Fidelity, where I hold a large SCTY position (I'm sure this would apply to TSLA, too), inviting me to participate in their "Fully Paid Lending Program". Apparently I loan some or all (at their discretion) of my shares to them, and I get a monthly interest payment on...

I found this live blog for the Faraday Future presentation at CES later this evening: https://live.theverge.com/faraday-future-electric-car-ces-2016 Does anybody know of a video feed?

They issued a press release saying they only delivered about 17,000 Model S's... though guidance was between 17 and 19 thousand. Interesting as to why they guide above their production capabilities quarter after quarter.. analysts are lukewarm about this https://www.tipranks.com/stocks/tsla

up until September I scanned every post in the short-term thread (and it's predecessor) to keep an eye out for new material information on Tesla for years. alas, the volume on the thread got the best of me. I suspect I'm not alone in feeling overmatched by the number of posts on that thread...

For 2016 competition I would like to suggest that we get to predict a separate global total number of Tesla Model S deliveries, AND a separate global total number of Tesla Model X deliveries. How to do that? How about two separate competitions? And each competition will have it's own...

...because even as I type this it's already a new year on the other side of the Date Line....Let the cogitating begin. And a thank you to all participants from the moderators for the end-of-year pleas by some active participants for all in 2016 to offer considered, timely, and not overly...

I think we have a very exciting year ahead of us, due to many reasons: - Model X ramp-up - Tesla becomes cash flow positive - Model 3 reveal - Tesla Energy ramp-up - Gigafactory cell production - Oil price recovery? And I think TSLA will do very well this year as a result. I would be...

As most of you know, Las Vegas's Consumer Electronics Show is coming up next week. Main portion is from Wed 6th through Sat 9th, but there are interesting associated events. The incursion of the automotive industry into what used to be, if memory serves, primarily a venue for showing the...

What were the initial estimates for steady state Model S demand back in 2012? I recall something close to 20k a year, but I could be wrong. This year there will be roughly 50k Model S deliveries, but that doesn't even represent steady state. Sales have yet to begin in South Korea, Mexico, and...

Please post your precise prediction for total Q4 deliveries. Feel free to specify X and S, but winner will be determined based on total. In the poll, please indicate the range that your guess falls within. Guess can be adjusted anytime before Tesla announces deliveries, and the poll will close...

Tesla Motors Inc Model X Shipments Bulge, One Question Remains I did post a comment, but it's in moderation. Who knows if it will see the light of day ...

On November 18th, 2013 Tesla had hit a post-fire low of 121.38. On January 13th, 2014, the day before Jerome pronounced 'Reckless Growth' at the NA Auto Show in Detroit, Tesla was still only at 139.34. 10 days later, it had appreciated 30% from the 1/13 price to 181.50 on 1/23 and then to 253.00...

It is interesting to think if Tesla somewhere deep in it RD plans has an idea of an electric self flying electrocopter. Based on the model where people don't own a transportation vehicle but can summon it on demand it might seem like a good idea. In case of the Machine Learning challenges there...

Tesla Motors Inc Model X Shipments Bulge And the too good to be true bit, a single comment to the article Someone is maybe trolling us and pretending to be our adorable short LT Someone pls tell us this is true

Hi all, I seem to vaguely remember someone pointing out that Tesla has set up some performance goals internally, and if they achieve these goals, they (management) would be rewarded. I remember one of them being "have an $XXB market cap by XXXX", "deliver Model X by the end of September", etc...

I keep seeing around here that 2015 delivery numbers will be out in early January. However, as far as I can tell from last year, the numbers were released in February alongside the ER. I have option expiring in January and really need that catalyst to occur in early January so I'm looking for...

Site in German, looks like they had 502 cars and it sold out but they want to get more during the day, even as Tesla bear i would buy one at this price! The sale is part of 10 year anniversary of the site. Delivery this year apparently. payment must be made before 22.12.2015 QoQa.ch | TESLA...

While browsing YouTube for elusive new Model X videos, I got this "recommended" video, hilariously titled: "Elon Musk faces the Vegan Uprising at Tesla shareholder meeting (6.9.15)": I believe that the 2 shareholder proposals were ultimately voted down, but I wonder if the proposals actually...

Tesla in 2016. What more and less important stuff do we know/think/expect/guess/predict that will happen in 2016? - Production ramp up of the Tesla Model X; - Reveal of the Tesla Model 3 concept (and start of reservations); - Start of the production of battery cells in the Gigafactory; -...

Link: http://www.degeneratestalk.com/posts/2015/12/9/tesla-motors-americas-next-behemoth

I assume this is another case of a scheduled sale. But not sure how to check that. Can anyone confirm, or offer insight into this sale? Kimbal Musk, director of Tesla Motors Inc (NASDAQ:TSLA) Just Sold Shares - FinancialMagazin.com - Financial News Portal

Arnold Schwarzenegger’s Facebook article yesterday: “I don’t give a **** if we agree about climate change” Of course he actually does care about climate change, and recently addressed the Paris Climate Summit imploring governments to do more to halt it. But his article to which I alluded...

http://dailykanban.com/2015/12/bernstein-germans-disrupt-tsla-tsla-too-slow-to-fight-back/ Apparently, the Germans got this electric car thing all figured out.

"Tesla, Best Positioned For Coming Disruptions" - by Randy Carlson (7-12-2015) Link: http://seekingalpha.com/article/3739266-tesla-best-positioned-for-coming-disruptions?app=1&auth_param=79mcp:1b6c1vr:6605df115c9e0a6fe092ca5943bb5cec&uprof=44

"Why Europe Has Passed the US As Number One In Plug-in Electrified Vehicles" (HybridCars.com) "Through October Europe had documented approximately 133,000 highway legal plug-in hybrids and battery electric passenger vehicle registrations. This compares to China’s 115,065 sales – itself also...

Tesla Motors (TSLA): The Short Case Is Far More Than Valuation I did not follow all the links in this article (way too many links), but the few I did showed me that the writer does not have a very good understanding of TSLA. I was an interesting read, and I'm sure he is not the only one who...

They need to go from making 33,000 cars last year to being an actual manufacturer making 500,000 a year by 2020. Meanwhile we know that Volvo, BMW, Audi, Porsche, Aston, and especially Mercedes are all working hard on pure electric cars. God help us if Apple are really gonna enter the market...

From browsing this thread: http://www.teslamotorsclub.com/showthread.php/18843-What-other-tech-stock-to-consider, I saw that Mobileye and nVidia were two companies that were discussed. I wanted to start a new thread because the other thread also had a lot of discussion on Solar companies and...

Seeing that the MX will be just 5k more than the MS with similar features, it seems obvious to me that the MX profit margin will be significantly lower than the MS and thus will decrease overall profit margin. If you look at the premium seats, the huge glass windshield, and obviously more car I...

Considering Tesla is reported to have taken $800,000 of orders in the first week, and is sold out for 2016, financial expectations might well compare with the car business. 50,000 cars at $100 k each is revenue (not profit) of $4 billion. 100,000 Model 3 at $50k is also $4 billion. Powerwall...

It's tempting to read too much into this story, but I thought I'd pass it along. A number of items makes sense if Audi is thinking of a deal with Tesla that would allow their E-tron line to use the supercharger network. Story link if from GreenCarReports: Audi e-Tron Electric Car To Offer...

General Motors Co (GM.N) luxury brand Cadillac aims to increase its annual sales to half a million vehicles worldwide by 2020 from an expected 275,000 this year, Cadillac's top executive said on Tuesday. That would boost Cadillac's share of the global luxury vehicle market to 5 percent from 3.4...

Would administrative costs include refurbishing Tesla for CPO, DU replacements and ranger service?

Hey folks. I'm a shareholder in Sierra Wireless (SWIR: Nasdaq), who I believe is also the 3G / 4G module supplier to Tesla. I've followed the company for a long time and today was just catching up on the latest quarterly conference call. One of their big wins for the quarter was a design win...

Survey: EV maker ties with Toyota for 3rd behind BMW and Mercedes Bradford Wernle Automotive News November 9, 2015 - 12:01 am ET DETROIT -- Tesla has cracked the ranks of top-performing automakers in a survey of suppliers that measures carmakers' willingness to encourage innovation and adopt...

Thought it would be worthwhile to explore progress and get opinions, in the battery efficiency and cost space, to project how long it will take Tesla to produce a 400 Mile Range EV..maybe with a Model 3 , which I expect will be the best candidate to get there fastest. If Elon thinks a 500 mile...

One of the standard favourite bear arguments is that Tesla has far too many "unsold cars". Sometimes people genuinely don't understand that a car in transit is finished goods inventory, but often times it's the bears that want to perpetuate FUD who publish loads of garbage. I suggest we...

I think the discussion about how profitable Tesla actually is when you exclude capex is very interesting. On the bullish side I often hear people here saying that if Tesla just stopped investing so heavily in future growth then they would be very profitable and the bears obviously sing a...

...it's fun to speculate what market share in the auto industry is likely to be by around 2035, the year when anything else would be "a horse". Here's my guess (I'm lumping in ride-sharing fees with auto sales as both models will be valid. It's possible the former will be greater than the...

This issue was brought up in another thread, and it raises an important question. I believe the pending X release stalled potential S buyers. How does Tesla avoid a major trend of "waiting for the 3 to decide"? Showing a car the looks like the Bolt wouldn't affect S/X sales, but that would not...