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Niche Luxury Car Maker According to Barclays

Discussion in 'TSLA Investor Discussions' started by gnuarm, May 30, 2019.

  1. Richt

    Richt Just traveling down the road...

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    Uh actually Apple started out in exactly that position in 2007. Nokia and Motorola and even Blackberry has massive scale advantages. The first iPhone sold 1.6M units. And it has just barely recovered from death and was a niche pc maker with a music player business. Apple iPhone sales by year 2007-2018 | Statista

    Total market was 1B IDC Finds Slower Growth in the Mobile Phone Market in 2007 While Samsung Captures the Number Two Position For the Year

    And I remember many folks thought they could never make a profit. It’s also interesting that their main value was just software and a different kind of people. Doesn’t say that it’s the same as Tesla but interesting.

    Also FYI the sane could be said for Amazon. Minimal profits in exchange for much growth. And most folks forget the stock price collapsed for nearly a decade from 2000 to 09. Or the decades it took to exceed Walmart. And at its heart it’s only advantage is software and a different kind of people. Amazon’s epic 20-year run as a public company, explained in five charts

    Now Tesla isn’t in the same situation. And no one can predict the future. But it dies say that looking at free operating cash flow is super important. It tells you the reinvestment capability. Also for big companies you have to do the same. What is there true free cash. For them you have to subtract from operating cash flow their dividend payouts and their cash needed to fund existing operations because they can’t stop their current business. Again, Tesla is definitely way different but interesting to take GM for instance and look at “available free cash = operating cash - dividends - existing business needs”
     
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  2. Brovane

    Brovane Member

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    You are the one that asserted that you cannot depend on a Model X P100D to cover 218 miles on any real trip.
    I simply asked for more details and you keep dodging answering the question.

    Why when you are shown to be in-correct do you just keep jumping to another argument?
     
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    • Informative x 1
  3. S'toon

    S'toon Knows where his towel is

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    It's the same tactic seen by climate change deniers in the climate change threads.
     
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  4. S'toon

    S'toon Knows where his towel is

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    • Helpful x 1
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  5. xfea

    xfea Member

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    You DO realize that TESLA is junk rated debt - right?
     
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  6. Tam

    Tam Well-Known Member

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    There's a big market for junk-rated debt so, on the positive side, the demand is there.

    As long as someone is willing to lend money to Tesla even if it's junk-rated, Tesla will survive.
     
    • Love x 1
  7. ggr

    ggr Roadster R80 537, SigS P85 29, M3P 80k

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    Yes, that explains why every debt issue is oversubscribed with big sales to people like MS, GS, Fidelity...
     
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  8. anthonyj

    anthonyj Stonks

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    Doritos are junk rated food but they are still tasty
     
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  9. N5329K

    N5329K Active Member

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    By the numbers, EV's are a niche market. Even if Tesla totally dominates it (and dominates some other categories usually filled with ICE vehicles, too). There should be an inflection point coming (the base of that "hockey stick") but it has not yet arrived. So sure. Tesla is a dominant player in a niche market segment. Mr. Edison's light bulbs were a niche product once, too.
    Robin
    Annual_EV_Sales_InsideEVs_1398_790_80.jpg
     
    • Like x 1
  10. CalX

    CalX Member

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    Global EV plug in sales are at 2% market share now in 4/2019 and 1.6% in the US.
     
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  11. Tam

    Tam Well-Known Member

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    It's hard to convince critics but what kind of niche car maker that has just made the most quarterly sales record since its inception?

    95,200 deliveries for Q2-2019!
     

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