The takeaway I got from this article is that the Imperial system of units (for size of battery in the table above) is truly stupid.
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Another day, another "miracle" battery that claims to be better than Li-ion market leaders Panasonic/Samsung SDI/LG Chem
Another day, another "miracle" battery that claims to be better than Li-ion market leaders Panasonic/Samsung SDI/LG Chem
by misrepresenting current technology and focusing on one area where they are supposedly better.
The Amri cells with a piss-poor 20 Wh/kg energy density and "under $500/kWh" price won't impress anyone after a closer look.
/rant
Anyone have the full report from MS that is referenced in this article? Thanks http://finance.yahoo.com/news/morgan-stanley-watching-teslas-earnings-120833398.html
Anyone have the full report from MS that is referenced in this article? Thanks http://finance.yahoo.com/news/morgan-stanley-watching-teslas-earnings-120833398.html
In Q1, we expect non-GAAP total gross margins (incl. stock comp) of 25.0% vs. 22.1% previously. We've adjusted our 2015 gross margin cadence to account for more productivity/efficiency gains associated with Model S production in the first half of the year. However, we expect margins to deteriorate in 2H, and hit a low in Q4, as production ramps for the Model X.
I don´t... But what is in there maybe explains current 1% drop in TSLA:
- Reduced 2015 production estimate to 51,000 (from 55,000 guided)
- However, kept $280 Price target and overweight rating
I don´t... But what is in there maybe explains current 1% drop in TSLA:
- Reduced 2015 production estimate to 51,000 (from 55,000 guided)
- However, kept $280 Price target and overweight rating
This.I'm not going to bother getting this note from my broker... Not very happy with AJ at the moment. I find his failure to trust Tesla delivery guidance very disturbing (of him).
This.
It sees the estimate as of 2/20 was 50,100 (47,000 Model S and 3,100 Model X) so 51,000 is an increase at least from that date.Actually, I don't think they reduced their estimate. It says "adjusted" in the note and it might just as well be an increase (have to look it up), because MS has always been quite conservative with their estimates.
Maryland passed a bill last night that will allow Tesla to have 4 stores in the state.
Direct Sales of Tesla Coming to Maryland | Plug In Sites EV Charging Stations
come on Texas!!
Need the media to pick this up
It sees the estimate as of 2/20 was 50,100 (47,000 Model S and 3,100 Model X) so 51,000 is an increase at least from that date.
Morgan Stanley's Tesla Analyst Cuts His EPS Estimates But Looks Past The Implications - Forbes
Quick update about CRS-6, about T-30min from liftoff.
- Weather is looking good for launch (stormy weather nearby so could still change).
- Conditions are fantastic at the drone ship landing site, a (historic) landing will definitely be attempted if the launch happens.