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-   -   Tesla: The Great Short (http://forums.pelicanparts.com/showthread.php?t=1026077)

MysticLlama 10-29-2019 12:05 PM

There are also a couple of other big things, carbon credit sales to FCA, etc. in Europe, things like that don't last forever either.

There is still a wide gap between the -.40 per share analyst estimate and the +1.90ish or whatever posted.

It'd be really interesting to see all of the one time stuff removed and see where the profit line lands. Even .10-.25/share vs being negative would be a good result sans excuses.

On the US decline, I've heard that wait times are up quite a bit at certain periods in the quarter when they are shipping a ton of stuff overseas. I'd think the China production about to start up should help that at least a little bit.

Sooner or later 10-29-2019 12:09 PM

They beat expectations. Those expectations were in the toilet. A lot of needed cost cutting.

Compared to last years third quarter.

Earnings 3rd Q
2019 - 143 milion at 80 cents a share
2018 - 311 million at 1.82 a share

Adjusted for one time items
2019 - $1.92 per share
2018 - $3.02 per share

Revenue
2019 - 6.3 billion
2018 - 6.82 billion

They still have a long way to go.

Racerbvd 10-29-2019 04:10 PM

http://forums.pelicanparts.com/uploa...1572390561.jpg
http://forums.pelicanparts.com/uploa...1572390561.jpg

RWebb 10-29-2019 04:35 PM

on the sales front, the Model 3 is killing BMW, who fired an exec. over it

Por_sha911 11-04-2019 07:01 PM

Looks like there is a short in the batteries
https://www.foxbusiness.com/technology/tesla-federal-safety-regulator-batteries-fires

group911@aol.co 11-08-2019 03:43 PM

Interesting real world data;
https://qz.com/1737145/the-economics-of-driving-seven-teslas-for-2-5-million-miles/

Cajundaddy 11-08-2019 04:52 PM

The long term economics of EVs is beginning to turn in their favor. Couple that with a growing number of drivers who love these cars and tell their friends. I know a dozen Porsche owners who also have a Tesla in the family. They really do love these things.

I don't own an EV and at this point have no desire to own one. Still, a rapidly growing number of people worldwide do want to own one. This is market-changing stuff and betting against Tesla is looking a lot more risky.

Racerbvd 12-10-2019 08:18 PM

Watch "Tesla to Start Charging $9.99 Monthly for Premium Connectivity." on YouTube
https://youtu.be/xH25DmRhjug

sc_rufctr 12-10-2019 08:22 PM

$9.99 ever month seems expensive... WTF Elon?

group911@aol.co 12-10-2019 08:49 PM

2 beers a month??
Quote:

Originally Posted by sc_rufctr (Post 10684831)
$9.99 ever month seems expensive... WTF Elon?


island911 12-10-2019 09:03 PM

Quote:

Originally Posted by sc_rufctr (Post 10684831)
$9.99 ever month seems expensive... WTF Elon?

IDK.. seems reasonable. Although why not just use your cellphone as a hotspot?

sc_rufctr 12-10-2019 11:01 PM

Quote:

Originally Posted by group911@aol.co (Post 10684853)
2 beers a month??

Quote:

Originally Posted by island911 (Post 10684864)
IDK.. seems reasonable. Although why not just use your cellphone as a hotspot?

That's the point... It's only 10 bucks so people pay it without complaining but if you look at the video they're not getting a lot for their money.

But I'm notoriously cheap. My kids call me Scrooge but I love Christmas.

MysticLlama 12-11-2019 12:06 PM

Considering OnStar is $15/mo for the stuff that you get on the Tesla without the subscription and closer to $40 with Internet (not apples to apples since it has a hotspot), it seems pretty reasonable to me.

I got the email and signed up right there, it was a known thing anyway having bought the car after the July last year cutoff.

I'm on a data plan that is $12/GB for a group of phones, and I easily use that much in the car streaming, etc. so it's a wash or even a savings still at that price, wouldn't be for everybody.

sc_rufctr 12-12-2019 12:31 AM

Shoosh :)

<iframe width="560" height="315" src="https://www.youtube.com/embed/aCzJt7oEHa4" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>

sc_rufctr 12-17-2019 10:10 PM

There's a lot going on right now and everyone has an opinion.

Young doofus wearing sunnies from the 80s. :cool:

<iframe width="560" height="315" src="https://www.youtube.com/embed/fbr6wVTqi-Q" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>

slodave 12-17-2019 10:33 PM

I'm trying to figure out if I put in a sell order or continue to ride the roller coaster. I'm profiting at the moment.

widebody911 12-24-2019 06:53 AM

https://electrek.co/2019/12/23/tesla-tsla-stock-hits-funding-secured-420-price-elon-musk-laugh/

widebody911 12-24-2019 06:53 AM

https://shortsight.com/tesla-short-losses-covering-turning-into-a-squeeze/

widebody911 12-24-2019 06:54 AM

https://news.abs-cbn.com/business/02/01/19/billionaire-musk-releases-all-tesla-patents-to-help-save-the-earth

speeder 12-24-2019 12:11 PM

Wow...how did Tesla not go under w all of the people on this board sticking pins in their Elon Musk voodoo dolls?? :confused:

I forgot the golden rule of investing-whatever people on the internet are saying, do the opposite. :)


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