RobStark
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The referenced thread didn't start the way I thought it did, but the conclusion is the same. Many other threads by same person paint same picture.View attachment 281041
Morality accounting took a turn. Take a look at the hinted handle for relevent threads to see what I mean, and then ... well, you know the rest.
Tesla's benchmark issue maturing in 2025 slumped by 3.6 percent -- which sounds small, but everything's a bigger deal in bond-land. It was easily the biggest one-day drop since the bonds were issued last August, taking the yield to 7.18 percent. That's a very important number for two reasons.
First, it's a spread of more than 440 basis points to the benchmark Treasury bond -- the highest yet for Tesla's issue:
(...)
Second, but more importantly, that spread pushes Tesla past its peers -- and not in a good way.
Welcome back, @tftf. After being away since Sept, 2017, you returned several minutes ago. I'm sure this has nothing to do with the share price today.
tftf, you're back!
what happened to the flood of EVs that were supposed to hit the market by now?
.
Utopia Revisited: 5 Tesla Myths To Consider At All-Time Highs
Apr. 13, 2017 8:30 AM ET
So Tesla solar roof is starting to happen
Tesla’s bonds show dark yellow warnings :
Source: A Terrible Tuesday for Tesla's Stock, But Watch the Bonds
PS: I have been ridiculed for my signature, but I’m quite confident the TSLA stock story will play out as predicted by around 2020.
We’ll be here ‘by around 2020’ when you walk back your comments and move the goalposts, yet again.
Nobody can predict the future but 2020 is my educated bet based on growing competitive pressures*, Tesla’s current debt and balance sheet / financials as well as the general state of the stock market (US bull market in a very, very long cycle since early 2009 is coming to an end one day).
In addition, Tesla and its CEO still have no focus - they keep expanding product lines and Musk is spending time on all sorts of pet projects:
Tunnels, bricks, loops, brain implants, Mars rockets, satellites...and endless list while Model3 buyers wait(ed) for 2-3 years on their cars.
A waste of time and limited resources - especially when the tide turns in a recession / market downturn and access to fresh $ is cut off for Tesla.
In that scenario, 2020 is even optimistic.
——
* Tesla will face direct competition on a global scale by ~ 2020: Dozens of long-range EV models will be on sale and 150-350 kW charging networks will be in place.
Over in the BMW thread you complained that BMW should be given time because it takes a long time to develop a new car. Here you are complaining that people had to wait for their cars. At least Tesla is actually delivering cars to buyers, not just press releases and concept cars.Nobody can predict the future but 2020 is my educated bet based on growing competitive pressures*,
In addition, Tesla and its CEO still have no focus - they keep expanding product lines and Musk is spending time on all sorts of pet projects:
Tunnels, bricks, loops, brain implants, Mars rockets, satellites...and endless list while Model3 buyers wait(ed) for 2-3 years on their cars.
In that scenario, 2020 is even optimistic.
——
* Tesla will face direct competition on a global scale by ~ 2020: Dozens of long-range EV models will be on sale and 150-350 kW charging networks will be in place.
In addition, Tesla and its CEO still have no focus - they keep expanding product lines and Musk is spending time on all sorts of pet projects:
Tunnels, bricks, loops, brain implants, Mars rockets, satellites...and endless list while Model3 buyers wait(ed) for 2-3 years on their cars.
A waste of time and limited resources - especially when the tide turns in a recession / market downturn and access to fresh $ is cut off for Tesla.
By now?
No, this is what I wrote (my April 2017 SA article on TSLA):
“Tesla will encounter direct competition in all EV segments by 2018-2021 for the first time.
By 2020-2025, all major car makers will have launched cars on dedicated EV platforms (bringing down costs further and enable economies of scale with large suppliers, including battery supplies).”
Source:
We are only at the beginning of this as of early 2018 - and Tesla is already under immense financial stress with almost no direct (long-range) EV competitors yet.
Emphasis in quote above mine.