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TSLA Market Action: 2018 Investor Roundtable

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bhtooefr

Active Member
Apr 16, 2018
1,155
6,541
Newark, OH, USA
Typical parking lot scene:
Worth noting that in the ICE-oriented media, this is being called the "sedanocalypse", in which sedans are being replaced by CUVs (this ties into my comments earlier on the Camry and Corolla being cannibalized by the RAV4 and the C-HR). The Model 3 is a massive sales success despite that. The shorts go on about addressable market, but the Model 3 is so good that it's creating market where the ICE manufacturers weren't getting it, arguably... but the Model Y will start eating an even bigger market.

Also, somewhere in the thread someone pointed out that Toyota was giving up their position in the best selling cars list... the RAV4 is the best selling non-pickup (with the CR-V and Rogue behind it, and ahead of the Camry). Sure, that's not the cars list, but it's the vehicles list.
 

SpudLime

Active Member
Jun 10, 2018
1,420
2,452
Leesburg, Va
What a joke that stock is since Elon got crazy... Oh my gosh.

Still looks good to me.

TSLA.jpg
 

Boomer19

Active Member
Jun 10, 2018
2,223
9,370
CT
@Fact Checking there was a comment (maybe you raised it for us - can’t remember or find it in q2-q4 thread, here, or daily charts thread) about how the production # of cars related to to the # of lines at GF and how the trouble going from 10-13 lines has impacted us over the last month or so. whoever posted that comment referenced a user that commented on the electrek article that explained the hurdle (specifically that the extra 3 lines have been a bottleneck) and that gf has capacity for 70something lines??? i found this fascinating but can’t seem to find it now. i was almost sure it was your comment, but was hoping anyone could point me to it
thanks.

anyone remember where to find this info?
 

RobStark

Well-Known Member
Jul 2, 2013
10,245
52,423
City of Champions, USA
  • Moody's would have no choice but to upgrade Tesla's bond ratings - not that it matters much: Tesla won't finance from equity, ever again.
Corporate bonds are a debt security not an equity security.

I don't think Tesla will raise capital by issuing new shares but may very well raise capital for new Gigafactories by issuing corporate bonds.
 
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