TSLA Investor Discussions

[mitch672]

Yes, we're a bit off topic about the SuperChargers in the stock thread, however, that announcement (when it's made) is likely going to affect the stock price, one way or another, so it's not totally off topic. With that said, we don't know what their actual plans are, but whatever they announce, we are going to have to live with, be it WalMart or some other large nationwide footprint chain.. No point in getting worked up about it until we hear the actual announcement.

[Doug_G]

Yes, we're a bit off topic about the SuperChargers in the stock thread

Indeed... I think we're approaching the limits here. Everything Tesla does arguably affects the stock price, but we can't discuss everything here. Let's move our random speculation closer to the topic at hand...

[Fr23shjive]

Normally true, but when in the 'profitability' transition mode of TSLA not so much. Most of the analyst I've seen are modeling a more conservative 3000

I was Really worried when I heard the somber speech that Elon gave but now that you mention it you're right. Most analysts that are overweight on tesla are taking a much more conservative estimate versus what tesla has been saying. Now the only thing I'm worried about are run away costs. Hopefully their costs are in the ball park of what they estimated and aren't too out of control.

I really don't understand why Elon would take such a somber tone and even bring up bankruptcy if the company is doing well. Im pretty sure everybody knows the risks. I could understand of they needed to mention lowering their production numbers but why mention "going under". I hope he's just trying to spook people so that he can get more shares but he's got me second guessing myself

[vfx]

...

I really don't understand why Elon would take such a somber tone and even bring up bankruptcy ...

Maybe he want to buy more.

[Lloyd]

Maybe.... but those arn't Super Chargers are they?

Kevin, Isn't the Leaf having trouble keeping their batteries together and temperatures controlled at lower charge rates?

[Norbert]

Maybe he want to buy more.

Or maybe he doesn't want us to be too harsh with Tesla-skeptics, as without knowing Tesla well, what Tesla is trying to do must seem like a huge (not just big) challenge. So as not to appear ignorant, or even crazy, he says: yes, it is a big challenge, there is in fact a danger of not succeeding.

Plus, some say that in order to address anxiety, it is good to rationally consider the worst thing that can happen. And, he says, even in that case Tesla will have shown others what is technologically possible, and even that will have been worth the effort (in some sense).

[mulder1231]

Plus, some say that in order to address anxiety, it is good to rationally consider the worst thing that can happen.

Agree, Elon likes to beat the odds, and seems to always want to emphasize how difficult things are. In interviews he often talks about that he thought the SpaceX project had less than 50% chance of succeeding. But he went ahead and put all his worth in it anyway.

[onlinespending]

Just to be honest, TSLA is not a stock I'd want to own now. Simply too much stacked up against it short term. It's crunch time when more reservation holders are asked to commit and when they need to ramp up production. If either one of these aspects are disappointing, investors will freak. There's already so much short interest and downward pressure (not to mention the macro economic scares) that I just can't stomach owning this stock in the short term. If it gets beaten down to sub $20 maybe I'll jump in, or I'll simply wait until Tesla's story is a bit more clear. Sure I may miss the initial ramp up in share price if I wait, but I feel like I'll avoid potentially far worse. TSLA has done well for me, so I'm very content with the profits I've made already.

[Kevin Sharpe]

But none I'd prefer to Tesla's design. Tesla will lead. (And they did look.)

You need to revisit the history of Tesla's engineering visit to Europe and ask yourself how they missed the Type 2 ("mennekes") design. You may think Tesla will lead but how will that be true when Type 2 is on millions of cars and Tesla proprietary connector on a few thousand?

[Kevin Sharpe]

Kevin, Isn't the Leaf having trouble keeping their batteries together and temperatures controlled at lower charge rates?

Sorry I don't understand this comment... what's your point?