2017 Investor Roundtable:General Discussion

[RobStark]

"So this is the car that will put me on the dole?"

Mercedes-AMG CEO Tobias Moers, left, and Britta Seeger, member of the board of management at Daimler AG with responsible for Mercedes-Benz cars marketing and sales, check out the Tesla Model 3 on the LA Auto Show floor Wednesday.

 

[aubreymcfato]

Many many assumptions, but the answers seem reasonable.

I'd add that, knowing Tesla, they wouldn't want the public to know the exact number of Semi ordered... So I guess the "Reservation number" is just about orders, without the quantity.

 

[schonelucht]

Would 5000 semis at $5k each be a reasonable assumption, given the above screenshot? And then maybe about the same amount at $20K? For a total of $125M. Not counting on a lot of Founder's series for the Semi.

 

[WarpedOne]

This semi + roadster launch looks more and more like a crowdfunding initiative.

Tesla might have raised a few billions of cash at 0% interest rate.
We need no stinking WallStreet to access capital...

 

[avoigt]

Porsche US CEO: "We have lots of respect for Tesla – and, yes, I'm sure there are some Porsche customers, that in terms of connectivity, digital stuff in the car and electric battery in the vehicles, didn't find the car that they wanted with Porsche so they bought somewhere else," Zellmer said

I am one of those customers.

Porsche executive talks about keeping up with Tesla

 

[RobStark]

Honey, I just bought a $200,000 car

"I remember walking in to the showroom and thinking, what idiot would buy a car with white leather seats?"

"Two and a half hours later I was putting a deposit on it."

"I honestly walked in there with no intention of buying it,” he said.

"You get in it and go wow, it is something that honestly cannot be described."

"This is the future.”

 

[j0hn]

Apperently the run rate off the model 3 line is "100 a day and climbing fast" according to this post.

Happy i convinced the wife to buy the dip yesterday !

 

[ValueAnalyst]

UPON POPULAR REQUEST:

Customer Deposits Poll

 

[Starno]

Apperently the run rate off the model 3 line is "100 a day and climbing fast" according to this post.

Happy i convinced the wife to buy the dip yesterday !

I don't trust so much those kind of sayings. " an employee told me ... ".
It's like reverse FUD weird bs articles.

---------

 

[Hogfighter]

WRT 45k Roadster reservations, I think that number is entirely feasible. I agree with Starno in that I don't trust employee rumors, but I put my deposit in last Tuesday. Haven't heard a peep out of Tesla since. It's possible that they're overwhelmed with reservations and that's the reason they haven't confirmed receipt of my deposit.

Or they're just lazy.

 

[RiverCard]

The one that caught fire at the charger was the charger's fault, not the car, and I'm not sure if that would have counted as a breakdown in any case.

After an exhaustive inquiry, Tesla Motors has determined the cause for the fire that engulfed a Tesla Model S while it was charging at a Supercharger station in Norway. The culprit – a short circuit in the electrical distribution box inside the vehicle according to Norwegian news site. Tesla Identifies Cause for Model S Fire in Norway

 

[3xprn]

WRT 45k Roadster reservations, I think that number is entirely feasible. I agree with Starno in that I don't trust employee rumors, but I put my deposit in last Tuesday. Haven't heard a peep out of Tesla since. It's possible that they're overwhelmed with reservations and that's the reason they haven't confirmed receipt of my deposit.

Or they're just lazy.

Roadster reservations

WRT 45k Roadster reservations, I think that number is entirely feasible. I agree with Starno in that I don't trust employee rumors, but I put my deposit in last Tuesday. Haven't heard a peep out of Tesla since. It's possible that they're overwhelmed with reservations and that's the reason they haven't confirmed receipt of my deposit.

Or they're just lazy.

Roadster reservations

 

[avoigt]

The Batterie business does not often appear in the news and is from my point of view heavily underestimated.

Almost all what we see in the news are projects like Australia which are great but there is much more out there nobody talks about and where Tesla is perfectly positioned to be the dominant market leader.

Found this today:

"A new report from Bloomberg New Energy Finance (BNEF) predicts that 305,000 MWh of energy storage will be installed between 2017 and 2030, or 2,364 projects the size of Tesla's South Australia storage system. The numbers are mind-boggling, but if the history of renewable energy is any indication, the opportunity could be even bigger than the most bullish projections. "

The Multibillion-Dollar Opportunity for Battery Storage

 

[AudubonB]

A certain Moderator is considering treating posts that mention "XXk!" Roadster reservations with the same eraser he uses for those saying "Stock price going to 0!"


Just sayin'

 

[Hogfighter]

A certain Moderator is considering treating posts that mention "XXk!" Roadster reservations with the same eraser he uses for those saying "Stock price going to 0!"


Just sayin'

With all due respect, isn't getting a free $2b loan overnight that you have to pay back in 3-5 years very important to the stock price?

 

[mongo]

With all due respect, isn't getting a free $2b loan overnight that you have to pay back in 3-5 years very important to the stock price?

Since we are talking about deposits to purchase objects, isn't it more akin to getting 2 billion that you spend to get 10 billion?
Brewster's Millions (1985 film) - Wikipedia

 

[GoTslaGo]

A certain Moderator is considering treating posts that mention "XXk!" Roadster reservations with the same eraser he uses for those saying "Stock price going to 0!"


Just sayin'

Or maybe use the same eraser for the “stock price ends in...” Just sayin.

Oops maybe in wrong thread.

 

[Reciprocity]

With all due respect, isn't getting a free $2b loan overnight that you have to pay back in 3-5 years very important to the stock price?

Yes, but there is no way its $2B. Unless you believe that rumor of 45,000 Roadster reservations as that would at least $2.25B, but I just cant see it. That would be 5 years worth of Ferrari's unit sales (about 8000 and 3.1B EU in 2016.) It would be awesome, but im not buying rumor from a sales associate in Florida. Remember, the Model 3 is only like $500M. I realize the Semi and Roadster are much bigger reservation fees, but still.. max I would expect is $1B over the next 12 months, which should still be awesome news for the stock.

 

[Waiting4M3]

Tesla 100MW battery flexes muscles early this morning – delivers 70MW of ‘stored wind energy’, shows off fast switching

 

[Hogfighter]

Yes, but there is no way its $2B. Unless you believe that rumor of 45,000 Roadster reservations as that would at least $2.25B, but I just cant see it. That would be 5 years worth of Ferrari's unit sales (about 8000 and 3.1B EU in 2016.) It would be awesome, but im not buying rumor from a sales associate in Florida. Remember, the Model 3 is only like $500M. I realize the Semi and Roadster are much bigger reservation fees, but still.. max I would expect is $1B over the next 12 months, which should still be awesome news for the stock.

Not believing it as fact, but I am buying on the belief that the market is totally overlooking that Tesla is way behind in even acknowledging receipt of deposits due to much higher reservation volume than anticipated. It blows a huge hole in the best bear argument, that they will run out of money before volume production of the 3.