Tesla and Uber Unlikely to Survive...

[emicen]

liner33 said:

More good news ?

http://businessweekme.com/2018/05/14/tesla-defecti...

Its clear they need some new talent , but is this sending the right message to prospective managers ?

https://www.forbes.com/sites/jimcollins/2018/05/14/tesla-executives-continue-to-flee-as-the-company-goes-rogue-with-its-balance-sheet/

The stock price is and has for a long time been propped up by believers rather than investors.

[M4cruiser]

Whether it was on auto pilot or not, the Tesla crash last Saturday into a fire truck at a red light is going to put people off.

[RobDickinson]

500 model 3's a day this week so 3500 or so a week. Looking at 5000 a week soon.

They need somewhere around 2500-3000 to break even, 5000 would put them in profit just as predicted..

Looks like those shorts will be burned yet again.

Personally I think shorting a manufacturer with full order books as they scale up production particularly stupid.

[RumbleOfThunder]

RobDickinson said:

500 model 3's a day this week so 3500 or so a week. Looking at 5000 a week soon.

They need somewhere around 2500-3000 to break even, 5000 would put them in profit just as predicted..

Looks like those shorts will be burned yet again.

Personally I think shorting a manufacturer with full order books as they scale up production particularly stupid.

Can I see some workings for "Looking at 5000 a week soon" and "2500-3000 to break even, 5000 would put them in profit just as predicted" please? I'm NOT a poo poo'er of Tesla but there's a lot of cheerleading going on in this thread.

[Dave Hedgehog]

M4cruiser said:

Whether it was on auto pilot or not, the Tesla crash last Saturday into a fire truck at a red light is going to put people off.

the single thing that has put me off tesla more than anything else is the morally bankrupt way they treat repairs / spare parts, do anything out of the network to avoid the hyper over inflated prices and they remote kill the cars key features

[jamoor]

Dave Hedgehog said:

the single thing that has put me off tesla more than anything else is the morally bankrupt way they treat repairs / spare parts, do anything out of the network to avoid the hyper over inflated prices and they remote kill the cars key features

Yes because they're an"tech company"

They all operate to vastly different moral standards than other companies. They initially treat their stakeholders like kings, then turn around and screw them over at the first chance they can get away with it.


I can't say I've ever seen a Japanese company bahave in this fashion.

[RobDickinson]

RumbleOfThunder said:

Can I see some workings for "Looking at 5000 a week soon" and "2500-3000 to break even, 5000 would put them in profit just as predicted" please? I'm NOT a poo poo'er of Tesla but there's a lot of cheerleading going on in this thread.

No, do your own research.

[Heres Johnny]

Dave Hedgehog said:

the single thing that has put me off tesla more than anything else is the morally bankrupt way they treat repairs / spare parts, do anything out of the network to avoid the hyper over inflated prices and they remote kill the cars key features

Remote killing features? The only thing I’m aware of is a cat C car that Tesla wouldn’t support. This is just scare mungering. My first car was repaired at a bog standard (although with generic training to work on electric cars) body shop without issue nearly 2 years ago.

[Mr2Mike]

RobDickinson said:

No, do your own research.

AKA "Make up your own numbers"

[Dave Hedgehog]

Heres Johnny said:

Dave Hedgehog said:

the single thing that has put me off tesla more than anything else is the morally bankrupt way they treat repairs / spare parts, do anything out of the network to avoid the hyper over inflated prices and they remote kill the cars key features

Remote killing features? The only thing I’m aware of is a cat C car that Tesla wouldn’t support. This is just scare mungering. My first car was repaired at a bog standard (although with generic training to work on electric cars) body shop without issue nearly 2 years ago.

there are vlogs on a guy who changed a door and a wing himslef, nothing structural and they killed the fast charger, auto pilot and overair updates leaving him stranded 600 miles from home

[anonymous-user]

RobDickinson said:

RumbleOfThunder said:

Can I see some workings for "Looking at 5000 a week soon" and "2500-3000 to break even, 5000 would put them in profit just as predicted" please? I'm NOT a poo poo'er of Tesla but there's a lot of cheerleading going on in this thread.

No, do your own research.

No evidence to support your statement, then?

[RobDickinson]

Can't be fked not like it'll change a damned thing is it.

[anonymous-user]

RobDickinson said:

Can't be fked not like it'll change a damned thing is it.

True, but then why make the statement in the first place?

[RobDickinson]

So I can quote it when it turns out to be true and the shorts are lying in the gutter.

[liner33]

RobDickinson said:

So I can quote it when it turns out to be true and the shorts are lying in the gutter.

So its a lie then?

[anonymous-user]

One of the Tesla bonds is currently trading at 86.97, translating to a yield of 7.68% (versus the 5.3% coupon at launch)

Some would say that is a good opportunity to buy them on the cheap

Others would say that the bond market is predicting a calamity for Tesla

http://markets.businessinsider.com/bonds/tesla_inc...

Another is trading at 97.68, translating to a yield of 2.25% (versus the 1.25% coupon at launch)

http://markets.businessinsider.com/bonds/tesla_inc...

[EddieSteadyGo]

Dave Hedgehog said:

there are vlogs on a guy who changed a door and a wing himslef, nothing structural and they killed the fast charger, auto pilot and overair updates leaving him stranded 600 miles from home

Link?

[Evanivitch]

Dave Hedgehog said:

Heres Johnny said:

Dave Hedgehog said:

the single thing that has put me off tesla more than anything else is the morally bankrupt way they treat repairs / spare parts, do anything out of the network to avoid the hyper over inflated prices and they remote kill the cars key features

Remote killing features? The only thing I’m aware of is a cat C car that Tesla wouldn’t support. This is just scare mungering. My first car was repaired at a bog standard (although with generic training to work on electric cars) body shop without issue nearly 2 years ago.

there are vlogs on a guy who changed a door and a wing himslef, nothing structural and they killed the fast charger, auto pilot and overair updates leaving him stranded 600 miles from home

How is a door not structural?

[Dave Hedgehog]

Evanivitch said:

How is a door not structural?

cause even a talentless muppet like me can unbolt and swap a door

[AstonZagato]

JPJPJP said:

One of the Tesla bonds is currently trading at 86.97, translating to a yield of 7.68% (versus the 5.3% coupon at launch)

Some would say that is a good opportunity to buy them on the cheap

Others would say that the bond market is predicting a calamity for Tesla

http://markets.businessinsider.com/bonds/tesla_inc...

Another is trading at 97.68, translating to a yield of 2.25% (versus the 1.25% coupon at launch)

http://markets.businessinsider.com/bonds/tesla_inc...

The one trading at 97.68 is a convertible bond, so one would share in the upside, if the equity rises substantially above today's value (you need the equity to trade above $360 to be in-the-money). That's why it has a very low yield - one is trading income for potential capital gain.