TalkMarkets Comments | #Tesla - Page 1


Tesla Tumbles Back Below $300 As Musk Attacks Analysts' "Poor Track Records"
Beating Buffett 7/6/2018 1:47:18 AM

But you have to factor in customer loyalty and like #Apple, #Tesla has rabid fans. For example, Apple's stock should have tanked when it came out that they were deliberately slowing down customers' products so that they would be forced to buy new products - that's a complete betrayal of their customers. But it barely caused a blip. $TSLA $AAPL

Tesla's Executive Turnover Seems About Average (Updated)
Alpha Stockman 7/6/2018 1:44:04 AM

Good unbiased take on #Tesla, which is pretty hard to find these days. I keep going back and forth on this company. People seem to love the cars and #Musk and tend to ignore some of the problems the company face. Others highlight Musk's somewhat unpredictable behavior, the numerous companies that distract him and only focus on the negatives. What's your personal take on $TSLA, Trent? Worth investing in?

What Jim Chanos Gets Wrong About Tesla
Barry Hochhauser 7/5/2018 2:13:31 PM

You've made some excellent points about #Tesla to discredit #JimChanos. But is there anything he said that you agree with? $TSLA

The Waymo Tesla Self Driving Con
Angry Old Lady 6/19/2018 5:58:55 PM

Wow, maybe #Tesla saw your article and that's how they reacted!

Are Elon Musk And Tesla Ready For The Future?
David M. Goldstein 6/14/2018 4:11:56 PM

Why can't people separate #Tesla the car company from autonomous cars? While I don't believe we'll have save self driving cars in my lifetime, I still believe Tesla makes some unbelievable cars. $TSLA.

Tesla: Headed Much Higher After Blockbuster Shareholder Event
Donald Kaplan 6/14/2018 12:10:03 PM

I agree. While #Tesla is facing some financial woes, it's nothing that can't be overcome. Amazon, Groupon, Facebook and countless other companies lost billions before they became the cashcows they are today. Becoming more bullish on $TSLA

Tesla: Headed Much Higher After Blockbuster Shareholder Event
Duanne Johnson 6/11/2018 7:13:28 PM

I don't know if i'd agree self driving cars are a con. But in regards to a trade war, might that not be just as likely to help $TSLA? For example, isn't #Trump considering taxing car imports from Canada by 25%? Cars imported from Canada account for about 22% of US car sales. If such a tax goes into affect that might make a #Tesla more affordable by comparison.

Tesla Bonds Hit Record Low, Stock Spikes On 'Consumer Reports' Flip-Flop
Nick 5/30/2018 9:32:41 PM

Which #Tesla bonds are best to invest in? $TSLA

The Waymo Tesla Self Driving Con
Gary Anderson 5/26/2018 3:52:55 PM

Update: It appears that #Tesla may have taken the blurb I quoted, regarding hardware off its website. At best it was misleading. If it referred to hardware meaning software was not covered by the statement, that could be misleading to many. Tesla obviously does not have the software to create a self driving car.

Having the hardware to do something without having the software really is meaningless in terms of actual capability. $TSLA

Tesla: Short Squeeze Of The Century
Com Ment 5/14/2018 2:29:08 PM

Very feeble argumentation, such as #Tesla has been profitable for 2 quarters or Tesla is a Silicon Valley startup, so it has" the potential to do things much better than the status quo dictates"

The truest of your statement, is that yes, there is a possibility of a short squeeze, which would be advantageous to shareholders in the short term and would certainly hurt the short side. But it wouldn’t, in any case, invalidate skeptics’ worries about the company, nor would it suddenly improve Tesla’s dire financial situation, nor improve its amazingly unproductive factory.

Your analysis is based on hubris, not facts and certainly not numbers, such as the debt level of Tesla, the losses every quarter, and their implication on Tesla’s potential to invest in a new factory or simply not go broke.

When you mention a number, such as 25 % gross margin, you do not for a moment question it, or compare the way Tesla calculates gross margin vs the rest of the car industry.

You base your projections on nothing, such as “I believe Tesla will be profitable in mid-2019”. Care to share your simulation model?

Elon Musk cannot be trusted. Absolutely. He refuses to rename Autopilot, a misleading brand and false advertising claim. Almost all his financial & production numbers projections end up being wrong. The $TSLA Shareholder's newsletter is a lie vs 10-Q. He already said in 2012 that Tesla would never need to ever raise another funding round, and we know what happened since. He has a board which is composed of friends and family. He had Tesla purchase SolarCity, a great deal for him and his cousins, a horrible deal for Tesla shareholders.

A few facts:

-Tesla is hemorrhaging money on 45+k Model 3;

- Tesla is hemorrhaging senior executives;

- Tesla is losing money at a fast pace;

-Tesla has no superiority in “extensively automated production”, contrary to what you write, against all facts: productions numbers almost always come up short, Musk himself acknowledging too much automation, loss per can, need to move from 5x2 shifts per week to 7x3 shifts per week, and so forth;

- ZEV credit will end within 2 years, which will be a huge competitive advantage for new entrants, unless laws are changed;

- The demand for S and X is low;

- It is strictly impossible for Tesla to begin producing Y & trucks soon.

- Anecdotal evidence, which would need to be checked, is that Tesla is totally overwhelmed by support, can’t sell its customer base spare parts as needed, and even loses service requests. That’s a great way to alienate Tesla supporters or champions in the course of a few years.

- The automobile industry is not a pure tech industry. Yes, Tesla benefits from a first mover advantage. But it’s probably not that significant since an electric car is much simpler to build than a traditional car, since most of the competition has decades of experience building vehicles, and since Tesla has not built a competitive advantage with a superior battery technology.

A Former Tesla Bull Explains Why The Company Could Be Bankrupt Soon
Robert Capasso 4/30/2018 1:49:03 PM

Man, everyone is so down on $TSLA lately. Some of us still have faith in #Tesla.

Tesla Crash Sinks Stock: Shorts Rejoice, Bulls See Opportunity
Dick Kaplan 3/29/2018 7:59:59 AM

If #Tesla had time on their side, they could likely come back from this without too much difficulty, but time is not on their side. The company is bleeding cash and keeps missing it's targets for finished cars. Things are looking pretty dire for the company.

That being said, if anyone can pull a magic rabbit out of his hat, it's $TSLA's #ElonMusk.

Tesla Cash Keeps Burning at $320 a Share
Bruce Powers 2/16/2018 12:22:10 PM

Some truth to that - without all of #Tesla's previous "cash burning," they’d still only be producing a few 1000 roadsters per year. $TSLA

What Jim Chanos Gets Wrong About Tesla
Susan Miller 2/12/2018 12:03:37 PM

You offer much food for thought Brian Ramsey. I hadn't put much though into it, but it is highly suspicous that #Tesla does not collect telemtry data. I suspect they do, but do not make that information publicly known to protect themselves from lawsuits. That being said, I do think $TSLA has some potential.

What Jim Chanos Gets Wrong About Tesla
Dick Kaplan 2/12/2018 12:01:20 PM

Gary Anderson, I don't think #autonomouscars are a scam, it is just that there is a long way to go. But of the companies trying to dominate this space, wouldn't you say that #Tesla is one of the most likely to eventually succeed? I believe it will simply take much longer than they let on. $TSLA

An Open Letter To Elon Musk
Doug Morris 2/12/2018 8:44:56 AM

It sounded like #Musk was shocked that the launch even worked. At the very least it boosted confidence in his abilities as well as the likely success of all of his companies. Bullish on #Tesla. $TSLA.

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