Is Tesla Motors’ (TSLA) Future In Danger?

[Twiglett]

All the "investors" seem to miss that Tesla is more than just the car. It is the ONLY manufacturer to match their network of charging stations to the capabilities of the car.
They are also the only manufacturer to be designing a network system of chargers designed to be used by the drivers of their cars.
Not one manufacturer is even close to that. BMW & Nissan are sticking their chargers in dealerships with zero regard for how they will be used.
BMW have at least announced that they are going surprise everyone by how many chargers they are going to install, but their EV can't go any further than 100 miles max, so they have to install three times as many as Tesla to get the same coverage.
Tesla aren't just thinking about the car - they are building a nationwide system.

 

[felixtb]

.
Tesla aren't just thinking about the car - they are building a nationwide system.

it's even a world wide network!

 

[ggr]

All the "investors" seem to miss that Tesla is more than just the car. It is the ONLY manufacturer to match their network of charging stations to the capabilities of the car.
They are also the only manufacturer to be designing a network system of chargers designed to be used by the drivers of their cars.
Not one manufacturer is even close to that. BMW & Nissan are sticking their chargers in dealerships with zero regard for how they will be used.
BMW have at least announced that they are going surprise everyone by how many chargers they are going to install, but their EV can't go any further than 100 miles max, so they have to install three times as many as Tesla to get the same coverage.
Tesla aren't just thinking about the car - they are building a nationwide system.

It's worse than that; because the grid is two dimensional, they have to build nine times as many.

 

[meloccom]

Tesla Motors Inc stock has continued to decline over the last few weeks as concerns regarding increased future competition worry investors. Increased competition in the future could snatch Tesla’s technological edge, making it difficult for the company to achieve its long-term target of selling half a million vehicles annually by 2020.​

http://www.bidnessetc.com/30956-is-tesla-motors-tsla-future-in-danger/

It's articles like these that make me understand why Tesla does not release their sales statistics.
Many journalists seem quite happy to predict doom an gloom for Tesla over the slightest thing so the ups and downs of sales stats would just be more fuel for rubbish articles like this one.
"Shock! Horror! Tesla will face competition in the future! OMG we never saw it coming! we're doomed!!!" :cursing:
What drivel.

 

[Grendal]

It's articles like these that make me understand why Tesla does not release their sales statistics.
Many journalists seem quite happy to predict doom an gloom for Tesla over the slightest thing so the ups and downs of sales stats would just be more fuel for rubbish articles like this one.
"Shock! Horror! Tesla will face competition in the future! OMG we never saw it coming! we're doomed!!!" :cursing:
What drivel.

It's so true. On the other hand it generates media attention, which is good even if it is bad. The old maxim of "there is no such thing as bad press."

 

[neroden]

Tesla's main advangtage right now is having no history or legacy with regards to an ICE-line-up to keep dragging them down financially and innovatively.

The recent history of BYD Auto in China is instructive in this regard. Founded to produce petroleum-fuelled cars (as Tsinchuan Automobile), petroleum cars have now become a giant drag on BYD's profits, and the CEO of the parent group is now planning to shut down the petroleum-car business entirely, to focus on their successful line of electric vehicles. The ones which are most successful and are now being exported are buses.

Having the old ICE lineup is only a drag if the CEO chooses to let it be a drag...

 

[Canuck]

Is Tesla Motors’ (TSLA) Future In Danger?

Yes. In fact, the future of every stock is in danger, be it Apple, Google, GE and all others. Practically all stocks take a big hit when there's a market crash, and even the most anchored blue chip stocks, over time, fall off and others rise to take their place. Nothing is permanent in the stock market.

The question for every stock is how long will the rise last, and how deep will the valleys be during that rise. I see Tesla going strong for at least 20 to 30 years but with deeper valleys than traditional stocks. We see that going on now and I don't see it changing until the battery factory is in full production and the Model 3 is out and has proven itself. Then I think the stock will become more stable.

 

[swengl]

Tesla has already disrupted the auto industry in so many ways, I could see them continuing the trend: 1) Being the first to design an EV from the ground up and solely focusing on EVs 2) OTA software upgrades and "retro-fits" (such as the "Roadster 3.0") 3) Custom ordered and built cars only (OK, not the only one to do this) 4) Creating their own charging infrastructure and rolling the cost of doing so into the cars 5) Higher vertical/lateral integration with the Gigafactory than competitors: Being more of a software / energy company than just a car manufacturer: once the factory is open, a portion of the packs produced will be used for on-premise storage for solar/wind installations with the very real possibility of being able to take older, used battery packs from the cars and utilizing them for on-premise storage as well. Elon is being smart about it, bringing SolarCity up to scale/speed will give him a competitive advantage across the 2 industries. If Elon continues to deliver on his promises, I think the future of Tesla (and SolarCity) is bright. Right now, investors are betting more on Tesla's future than its present (which is a double-edged sword). If you are buying the stock for the long haul, be prepared for the shorter term ups and downs and don't be surprised if journalists are short-sighted and consider Tesla just another "car" company.

 

[Jack6591]

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