- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
1
Posted on 4/5/18 at 9:16 am to CM Tiger83
...hell, at this current pace it might get there by end of today.
Posted on 4/5/18 at 9:39 am to oklahogjr
quote:
I think they lose money on every car right now.
Doubtful on a marginal basis though. Once you strip out initial R&D + non production fixed costs, got to imagine there is some margin. Those costs Defrayed over 1mil cars, that marginal profit would become noticeable
My question is if it is just consistent margin with the industry, how inthe world are they valued like this?
Posted on 4/5/18 at 9:46 am to GenesChin
quote:
My question is if it is just consistent margin with the industry, how inthe world are they valued like this?
No it’s not consistent. The only other comparable product is the Bolt and they are not making money on it. This link is an opinion piece but breaks down why some think tesla has a massive competitive edge over new EV entries.
Posted on 4/5/18 at 10:12 am to GenesChin
I've read it's in the 15-20% range. Can somebody verify that?
Posted on 4/5/18 at 10:17 am to wutangfinancial
Looks like it will break 300 today, I got in at 267.
Posted on 4/5/18 at 10:30 am to OleWarSkuleAlum
quote:
Thompson manages $25 million
Posted on 4/5/18 at 2:11 pm to CM Tiger83
Should ride up to $350ish again in a few months
Posted on 4/5/18 at 4:14 pm to wutangfinancial
They just increased the amount of vin numbers registered which has people speculating that they are getting ready to increase production again.
Posted on 4/6/18 at 7:00 pm to FredsGotSlacks
quote:
No it’s not consistent. The only other comparable product is the Bolt and they are not making money on it. This link is an opinion piece but breaks down why some think tesla has a massive competitive edge over new EV entries
I didn't mean comparable EVs but just car industry in general
Ford has an $8bil lower market cap but sells about 2.5mil cars per year
How TF is Tesla market cap $50bil when "big success" scenario is Tesla selling only 1mil cars in 2020-2021?
Posted on 4/6/18 at 7:35 pm to GenesChin
Because they are over valued and because they aren’t just a car company. They are an energy storage company that makes cars.
Posted on 4/6/18 at 7:41 pm to CM Tiger83
quote:
Because they are over valued and because they aren’t just a car company. They are an energy storage company that makes cars.
Considering 85% of their 2017 revenues were from automotive, they are a car company that dabbles in energy storage
I guess my pont is that their $50bil market cap is higher than priced for perfection, it is priced for impossible. Even if they were currently pumping out 1mil cars per year, it still would be a high growth target value
Posted on 4/13/18 at 8:44 am to GenesChin
Musk: "Positive cash flow in Q3 & Q4"
I feel more dug into the bear thesis at this point. He sounds desperate. I wonder what kind of non-GAAP adjustments he'll make to get to this positive number.
I feel more dug into the bear thesis at this point. He sounds desperate. I wonder what kind of non-GAAP adjustments he'll make to get to this positive number.
Posted on 5/2/18 at 3:29 pm to wutangfinancial
Tesla reporting.. Up some after hours @ $305
2270/wk Model 3 production for April. Projection remain the same.
$2.46bil cash on hand at the end of the quarter. About 1bil cash burn in Q1.
2270/wk Model 3 production for April. Projection remain the same.
$2.46bil cash on hand at the end of the quarter. About 1bil cash burn in Q1.
This post was edited on 5/2/18 at 3:30 pm
Posted on 5/2/18 at 3:35 pm to lsu xman
quote:
Tesla said it lost $709.6 million in the quarter, or $4.19 a share, compared with a loss of $330.3 million, or $2.04 a share, in the year-ago period.
Adjusted for one-time items, the company lost $3.35 a share, compared with $1.33 a share a year ago. Sales rose to $3.41 billion, compared with $2.70 billion a year ago. Analysts polled by FactSet had expected an adjusted loss of $3.54 a share on sales of $3.28 billion for the quarter.
Tesla said it expects a GAAP profit and positive cash flow in the third and fourth quarters of 2018. It also reduced its capital expenditures projections for the year, to $3 billion from $3.4 billion.
Posted on 5/2/18 at 3:42 pm to lsu xman
quote:
Tesla said it expects a GAAP profit and positive cash flow in the third and fourth quarters of 2018.
quote:
It also reduced its capital expenditures projections for the year, to $3 billion from $3.4 billion.
That's about the only way they will get there, throttle back on their insane Capex spend.
Posted on 5/2/18 at 5:28 pm to barry
Elon apparently cut off someone asking questions on the earnings call and sent the price tumbling after hours
Posted on 5/2/18 at 6:33 pm to stout
quote:
Shares in Tesla took a nosedive in after-hours trading today as Elon Musk cut off analysts during a first-quarter earnings call.
He dismissed a question about gross margins from Bernstein senior analyst Toni Sacconaghi as "boring."
Instead, Musk and other executives answered multiple questions from a Tesla enthusiast and Youtuber named Gali Russell.
The stock drop may have become apparent around the time when Musk cut off analysts on the call. However, the company's first-quarter update has also stoked concerns over Tesla's cash burn and how, exactly, it will improve margins while ramping Model 3 production.
In answering questions from Gali Russell, Musk also revealed that Model Y production is not expected to begin for another two years, and that the vehicle won't be produced at Tesla's main, Fremont, Calif. factory.
Musk said, "We will not be starting production of the Model Y at the end of next year. It's probably closer to 24 months from now, 2020...
CNBC-Updated at 6:16 PM, CDT
Posted on 5/2/18 at 7:45 pm to LSURussian
quote:
He dismissed a question about gross margins from Bernstein senior analyst Toni Sacconaghi as "boring."
Ridiculous.
Posted on 5/2/18 at 7:46 pm to LSURussian
The twitter guest made the analyst look like a fool in the clip in that CNBC article. I know he is sunshine pumping but his answers were much more grounded in analysis than solely a talking point on cash.
Page 4 of 5
Popular
Back to top
Follow TigerDroppings for LSU Football News