Tesla and Uber Unlikely to Survive...

[Coolbanana]

So...all those who feel Tesla and Uber are doomed to fail...do you consider yourselves far better entrepreneur's than Musk, Camp and Kalanick?

Are you posting from your yachts in the Med or from a manky sofa in your Council flat?

If either of those companies eventually fail, c'est la vie, at least their Founders took the World by the bks and proved that they had vision and made a real go of it. I can only applaud what they are trying to achieve and wish them success - they are far more creative, visionary and entrepreneurial than any of the "Experts" on this Thread.

[Yipper]

liner33 said:

Thanks for the patronising response I assume targeted at me, it's true I'm no expert but predicted op-ex at $1.1bn and gross profit at $319m , I'd love to understand how that's a good thing

Maybe these pesky market analysts don't know anything either

Tesla Poised To Post Massive Q1 Loss - https://seekingalpha.com/article/4152247-tesla-poi...

Says it all really, coupled with cancelled Model 3 orders, production issues (yes still) and then quality control issues with those delivered with a possible recall pending, its all good news for Tesla , ignore the haters/realists.

DELETED: Comment made by a member who's account has been deleted.

Tesla's debts, relative to its current and future revenues, are gigantic. Read the first post in this thread. There is an up-to-99% chance Tesla will go bust!

Musk / Tesla did not take on Nasa and win... Musk got billions and billions of free cash from the US taxpayer to launch some space junk into the middle of pristine space!

History is littered with car companies that soared, before crashing, like DeLorean.

[98elise]

liner33 said:

jjwilde said:

That's not what I asked though, so could you list/describe the situation where you would admit you were wrong and Tesla is a success?

Well the first step would be for Tesla to start making a profit

On each car, or while simultaneously building the world's largest factory and developing 5 new vehicles, and all the associated tooling and production facilities?

[p1stonhead]

Yipper said:

liner33 said:

Thanks for the patronising response I assume targeted at me, it's true I'm no expert but predicted op-ex at $1.1bn and gross profit at $319m , I'd love to understand how that's a good thing

Maybe these pesky market analysts don't know anything either

Tesla Poised To Post Massive Q1 Loss - https://seekingalpha.com/article/4152247-tesla-poi...

Says it all really, coupled with cancelled Model 3 orders, production issues (yes still) and then quality control issues with those delivered with a possible recall pending, its all good news for Tesla , ignore the haters/realists.

DELETED: Comment made by a member who's account has been deleted.

Musk / Tesla did not take on Nasa and win... Musk got billions and billions of free cash from the US taxpayer to launch some space junk into the middle of pristine space!

You are right he didn’t take on NASA. He got paid for a service he offered - to NASA. Others lost out because he won the contracts. You do talk some absolute nonsense don’t you.

[liner33]

Coolbanana said:

If either of those companies eventually fail, c'est la vie, at least their Founders took the World by the bks and proved that they had vision and made a real go of it. I can only applaud what they are trying to achieve and wish them success - they are far more creative, visionary and entrepreneurial than any of the "Experts" on this Thread.

Agree , I thought Freddie Laker was a visionary as well but wishing someone success doesnt help balance the chequebook

[Tony427]

In February Tesla built 678 Model 3's per week, which is actually down on what he built in January.

He has until March 30th to be building 5,000 per week or he will miss yet another build target.

https://www.bloomberg.com/graphics/2018-tesla-trac...

He's on his third target revison since he launched the car and he's producing just 1/3 of what he should be on that third revision.

If you were employing this guy what would you be telling him?

And you are still losing over $8,000 per minute.

Cheers,

Tony

[jason61c]

jason61c said:

Or making cars.

DELETED: Comment made by a member who's account has been deleted.

Ok, you win. Record number of cars not made again against projections? call it quits

[hyphen]

Tony427 said:

If you were employing this guy what would you be telling him?

I would say you have until Jag, Audi and co launch their elec suv's in America to show you can compete., which I imagine will be late 2019 or 2020?

As once the establishment come and play in his playground things will get a lot tougher for Tesla.

[jason61c]

jason61c said:

Ok, you win. Record number of cars not made again against projections? call it quits

DELETED: Comment made by a member who's account has been deleted.

I'm a glass half full person, just a realist with it.

[Tony427]

If I am not mistaken there are some people on this thread who have actually placed an order for a Model 3 thus having in reality put their money where there mouth is.

Bravo.

Could I just ask these positive people how they feel knowing that every day the waiting queue lengthens by 643 people per day whilst the weekly production is only 834 Model 3's per week?

At this rate it will take nigh on 11.5 years to get rid of the waiting list and thats if no one else places an order.

How's that delivery in 2029 looking ?

Cheers,

Tony

[gangzoom]

Tony427 said:

If I am not mistaken there are some people on this thread who have actually placed an order for a Model 3 thus having in reality put their money where there mouth is.

Bravo.

Could I just ask these positive people how they feel knowing that every day the waiting queue lengthens by 643 people per day whilst the weekly production is only 834 Model 3's per week?

I put our Model 3 order in about 6 months ago after most of the info about the car was known.

I dont expect to be able to configure the order till 2020. But am quite comfortable with that, we ordered our Model X in summer 2016 and didn't actually get till April 2017.

My main worry is more what BS Trump is going on about now, I really don't want to pay an extra 20% for the car just because he likes voicing off on twitter....but equally that would make our Model X more valuable used if new prices go up 20%.

As for production numbers, you must have good inside info if you know the exact order/production rate at Tesla.....With access to that kind of inside info I suggest you keep it quite and use it to play the markets(short Tesla maybe?) to earn your self a large fortune rather than share it on a public forum .

Edited by gangzoom on Sunday 4th March 06:58

[RobDickinson]

Who knows if the tracker is right it seems odd, anyhow if they only make 800 a week they wont be here in 11 years.

[anonymous-user]

Batteries are an important part of the Tesla business model AIUI

The gigafactory projects, dropping ‘motors’ from the company name, giving free access to vehicle patents but not battery patents are three things that point to this

It will be interesting to see how many batteries it can sell to other users. More interesting than how many cars it can make perhaps

[HorneyMX5]

I put a deposit down last week. I suspect I won’t get my car till mid to late 2020. Suits me as my current daily will be paid off around then.

I’ll be doing 25,000 a year in mine if my job situation is as it is now. Should be interesting!

[Too Drunk to Funk]

DELETED: Comment made by a member who's account has been deleted.

Plug Life? I'd always assumed that was you.

[liner33]

JPJPJP said:

Batteries are an important part of the Tesla business model AIUI

The gigafactory projects, dropping ‘motors’ from the company name, giving free access to vehicle patents but not battery patents are three things that point to this

It will be interesting to see how many batteries it can sell to other users. More interesting than how many cars it can make perhaps

I think that's an important point, Tesla is proving its not great at making cars but is pretty good at everything else I think thats where its long term future will be , sell more stock to Toyota , get them to build the cars and concentrate on technology and battery development

[AstonZagato]

I find it odd that people get so upset about Tesla's losses - it isn't your money that Musk is burning. Those investors that have given him the money have made a calculation that it is worth allowing him the headroom to invest in his factories and processes. They may be wrong but currently, the market doesn't think so - Tesla's market capitalisation is about the same as BMW (which is crazy when you compare the number of cars they produce). That is effectively the "sum of all knowledge" of investor's views. If you think it is wrong then short the stock.

Having a Model X, I find peoples reactions to it interesting. Women love it. Millennials love it. Middle-aged men hate it. It is far better than I thought it would be (really quite engaging to drive) and far worse (the quality is terrible for a £100k car).

[jjwilde]

So are we in agreement if Tesla makes a profit you guys who think they are going bust will admit you were wrong?

[TimeForAZafira]

Saw this, thought of this thread -

https://www.cnbc.com/2018/03/14/tesla-manufacturin...

[RobDickinson]

Frankly a hatchet job from someone with an axe to grind.