Tesla stock

Discussion in 'Tesla' started by bwilson4web, Aug 6, 2018.

  1. bwilson4web

    bwilson4web BMW i3 and Model 3

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    There seems to be a slight delay getting these superior batteries into production ... just like all these wonderful Tesla killers.

    Complain all you want about Tesla deliveries, at least they are delivering product, not press releases.

    Bob Wilson
     
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  2. 3PriusMike

    3PriusMike Prius owner since 2000, Tesla M3 2018

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    Can you explain how this would work?
    All public companies use accrual accounting, so they have to claims both expenses and expenditures in the quarter that they occur. There is some wiggle room on things liked how they account for future possible warranty claims and maybe supercharger usage (previous buyers, essentially, paid when they bought their cars but actual usage is over the life of the car).

    Mike
     
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  3. 3PriusMike

    3PriusMike Prius owner since 2000, Tesla M3 2018

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    It is the one made from that rare earth material called unobtanium.
    As soon as we discover where to find it all batteries will use it.

    Mike
     
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  4. Raytheeagle

    Raytheeagle Senior Member

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    I always thought it was at the far reaches of the continuum only available for large sums of money:p.
     
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  5. bwilson4web

    bwilson4web BMW i3 and Model 3

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    The Tesla quarterly reports have those expenses listed. You can find them at SEC.gov or the Tesla Investor Relations web sites.

    Bob Wilson
     
  6. mikefocke

    mikefocke Prius v Three 2012, Avalon 2011

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    The ones announced at least once a week. The point being there is so much research going on what makes us think that the current technology will be enough five years from now.
     
  7. Zythryn

    Zythryn Senior Member

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    Tesla will be happy to use whatever the “latest and greatest” commercial grade battery technology is available.
    Improved batteries will only speed the adoption of EVs, which is a very good thing.
     
  8. bisco

    bisco cookie crumbler

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    what technology has a paradigm shift every 5 years?
     
  9. hill

    hill High Fiber Member

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    Big screen TVs?

    .
     
  10. el Crucero

    el Crucero Senior Member

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    The number of cars delivered in 2019 that will qualify for Elon's $3750 rebate will only be a few thousand. You have to be able to take possession during the first week in January, 2019 in order to qualify..

    I have read those reports but they seem to be the exception, not the rule. I have been present at two model 3 deliveries at two different delivery locations in the last 2+ months. Each was at least one hour and it could have been longer had we wished.
    To be fair, an independent third party has taken a survey of new model 3 owners. Over 90% have given high marks for panel gaps and fit and finish about the same as Toyota.
    Yes, there have been reports of that nature. But what is not reported is that Tesla gives you a free loaner car (usually a Model S) while yours in service.
    Yes, Tesla is working on great new battery technology. Elon insists that Tesla will be a leader in this battery technology field.
     
  11. mikefocke

    mikefocke Prius v Three 2012, Avalon 2011

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    I was referring (or attempting to) to servicing costs. The cheapest total cost is build it right and deliver it with no defects. Fixing problems in the field is the most expensive. (I was in the field most of my working life and had budget responsibility for many years.)
     
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  12. bisco

    bisco cookie crumbler

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    and inferring that tesla is rushing them out the door, quality be damned, with no data to back it up
     
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  13. bwilson4web

    bwilson4web BMW i3 and Model 3

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    So this is how the last two months looked:
    [​IMG]
    • KL (gold) - continues to be counter-cyclical on the large scale. I suspect this rise is more the result of wider stock market declines. But I can't rule out KL finding new, high quality gold reserves and their capital investment in improved refining technology.
    • TSLA - it looks like the further Tesla is away from a quarterly report, the more effect Tesla skeptics have ... their ability to lie by omission. For example, the "3,000 unsold Teslas" appear to be 3,000 / 60,000 ~= 5% of the Q4 production. Then you read the Q3 report and find $1.72 B "Finished goods." These were unsold cars in route to customers.
    Bob Wilson
     
  14. el Crucero

    el Crucero Senior Member

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  15. bwilson4web

    bwilson4web BMW i3 and Model 3

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    I enjoyed this balanced report about TSLA:
    Tesla delivery numbers reveal little about the future, unless you want them to - MarketWatch
    • "vehicle delivery data"
    • "price cuts of $2,000"
    • "reservations"
    • "overseas sales"
    A fair report of the 'bulls vs bears', have missed the increase in productivity:
    1. "vehicle delivery data" - an increase means Tesla has learned how to improve productivity beyond a 'sprint' effort although they can benchmark their success by doing an occasional sprint.
    2. "price cuts of $2,000" - increased productivity means margins have improved allowing a sustained margin even at a lower sale price.
    3. "reservations" - initially a market survey, had they been covered to holding in a TSLA stock mutual fund, this would have been a fair approach. So in effect, a stock holder, like me has made a reservation.
    4. "overseas sales" - how shocking, there are other humans on the earth?
    Bob Wilson
     
  16. litesong

    litesong Active Member

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    In 1973, if I had invested my Subaru car money in Subaru of America, I would have made $150,000. In 1979, if I had invested my Plymouth car price in Chrysler stock, I would have made $200,000+.
     
  17. litesong

    litesong Active Member

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    .....$1200 for finger prints on the car...... no way!
     
  18. litesong

    litesong Active Member

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    Nah! Don't buy used EV's. The rich people are tromping on the throttle & speeding (discharging too fast), charging to 100%, discharging to below 10% & quick charging. In short order, they are throwing away 5000+ possible charging cycles. The rich people then sell EV's to poorer people, who can't afford to pay for the rich man's abused EV power packs, which need replacing.
     
  19. litesong

    litesong Active Member

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    People have to understand the difference between people & their vehicles that get 10MPG & prematurely sent to the junk yard because of abuse, & people that squeeze 40+MPG out of their vehicles that run to 200,000 or 300,000+ miles.
     
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  20. Zythryn

    Zythryn Senior Member

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    Best example of FUD I have seen in a long time ;)
     
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