StreetInsider.com - Tesla (TSLA) Shares Rise as CEO Musk Sees First Operating Profit in FY13
from my Samsung galaxy s3
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Tesla's Supercharger Team was recently laid off. We discuss what this means for the company on today's TMC Podcast streaming live at 1PM PDT. You can watch on X or on YouTube where you can participate in the live chat.
TSLA Investor Discussions
- Thread starter Fr23shjive
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erha
Member
I'm really wondering whether to sell all, 50 % or none off my stocks. I bought all of my stocks at a higher price, so I would loose quite a bit of money selling now. What do you think? Will an official statement from TM make the stock drop, or has the market already reacted to the known delays? I think a lot of investors expected TM to get some problems delivering 5000 cars, so maybe it won't affect the stock price at all...
They are expected to announce a supercharger system sometime in September, it might be a good time to sell in the lead up to the event if you need to.
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thelastdeadmouse
Member
It seems to me that a temporary dip will almost certainly take place for at least a couple days if/when the greater market catches wind of the delays. I'm long Tesla so I'll just view it as another buying opportunity if it drops below my "can't resist" threshold.
erha
Member
This is the first time I've sold a Tesla stock. Actually it's the first time I've sold a stock all my life.
I wouldn't be surprised if Tesla gave us the bad news at the same time as some good news. They might wait for the supercharger announcement before they released any news about the delay. That way investors wouldn't loose confidence and the stock would probably not dip at all
I wouldn't be surprised if Tesla gave us the bad news at the same time as some good news. They might wait for the supercharger announcement before they released any news about the delay. That way investors wouldn't loose confidence and the stock would probably not dip at all
JRP3
Hyperactive Member
The delay rumors may be overblown. Recent postings suggests things are still on track.
http://www.teslamotorsclub.com/show...-Update/page22?p=179880&viewfull=1#post179880
http://www.teslamotorsclub.com/show...-Update/page22?p=179880&viewfull=1#post179880
dmckinstry
Model X 2019
A relevant question may be "How much warehouse space do they have for storing cars that are done, except for the door handles?" That is, assuming the door handles are the only problem.
Obviously you haven't seen the Tesla factory. You could lose a small town in there...
I've walked through the factory several times on several levels.
They could store plenty of inventory there.
Actually, you could lose a good size town in there ...
??? you think it will tank when they reach production targets?
The car beats all of the #s they have been saying.
When they hit production targets and the 'real' buyers have a chance at buying one with in a couple of months Tesla will rule the road (quietly)
If the stock hits that low I would consider a loan to buy some more along with my car
CapitalistOppressor
Active Member
So you think they're going to hit their stated 5,000 units by the end of this year? We've already had confirmation from various TMC members saying that their delivery date has been pushed back and delayed. If deliveries are being pushed back then we can assume that there's a decent possibility that TSLA doesn't meet their production numbers.
Long-term I don't (hope) think this will affect Tesla but short term I think if they miss their production targets it'll definitely cause the stock to fall.
Norbert
TSLA will win
I think it depends on which production rate they will achieve by the end of the year. The market might consider this much more significant that the 5K "soft" goal.
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JRP3
Hyperactive Member
Indeed, will the market really care if they "only" hit say 4K vehicles in 2012 instead of 5K? As long as the production problems are only minor supply issues that get sorted I don't see it having a large impact.
All the analyst reports I've reviewed (which is not all of them out there) assume that that Tesla won't hit the 5k deliveries this year, so I'm only concerned if Tesla can't get 3k delivered. Why 3k? Because that's how many they need to deliver to include mine! :biggrin:
NigelM
Recovering Member
Agree with Robert that the analysts are already skeptical; but the test will be whether they are disappointed with the actual results (that's what spooks them & the market). My WAG is that anything ~4,000 and upwards will be fine and anything below ~3,500 will be viewed as a fail. Don't forget that everyone is looking for Tesla to produce 20,000 (or more) cars next year; the question will be asked how that is possible if they can't produce 3,500 in the first 6 months?
FWIW, I'm optimistic but I'm just hypothesizing some market reaction.
FWIW, I'm optimistic but I'm just hypothesizing some market reaction.
Norbert
TSLA will win
It seems to come back to the same point. Even then, if the rate will rise to 1,700 per month by the end of the year, and if Tesla can convince that that this will be the continuous rate, this may indicate to most that 20,000 will be produced in 2013. OTOH, if the total volume reached at the end of 2012 won't be as high, the Q4 financial results won't look as good. In that situation, what will the market consider more important?
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