With high growth companies like Tesla, I don't look at earnings as much as improving gross margins. That tells me that a company is running its business well while it continues to grow.
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Short-Term TSLA Price Movements - 2015
- Thread starter Robert.Boston
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JRP3
Hyperactive Member
To be fair, there are a number of examples from enthusiastic Model S owners describing how bad the trip planning software really is. Elon over sold it with the "End of range anxiety" announcement, and it was only made worse with flawed software.
I found the article completely fair. He did what I would have *recommended* he do, overcharge at each stop and take the nav with a grain of salt. The worst things that happen to him are dumb trip routing which I see all the time and the car recommended that he charge for a time that caused to to immediately warn him he was at risk of not making his destination, which is also something that lots of people have reported. If I was road tripping I would do exactly what he did on the return trip, plan each node from charger to charger as an independant trip and overcharge to allow for the unexpected. If he really wanted to write a hit piece he would have done exactly what the nav recommended and probably run out of juice Broder style. Instead, he second-guessed it and used his brain to avoid problems.
InTheShadows
Active Member
I didn't finish the entire article. It's too long for me. I got to the -22% part and thought "good, now maybe Tesla will fix the trip planning issues."
I too have encountered really horrible trip planning by the car. So much so that I don't base my trips on it. It has planned trips for me that are no where near optimal and mileage estimates that our 13 year old child can spot as wrong.
Teslas JB Straubel To Keynote Intersolar North America | PV Buzz
Monday, July 13th, Tesla Co-Founder and Chief Technical Officer JB Straubel will deliver the keynote address at the Opening Ceremony for Intersolar North America, the most-attended solar industry exhibition and conference dedicated to the North American market.
At the keynote, JB Straubel will introduce Tesla Energy, which provides battery solutions for homes, business and utilities to store solar energy. He’ll discuss how energy storage is critical to widespread adoption of solar energy and will ultimately enable a renewable energy economy. His remarks reflect the growing focus on solar-plus-storage solutions at Intersolar. At this year’s event, storage is featured in five conference sessions and four technical workshops at InterContinental Hotel / Moscone Center plus a three-day free program at the ees Stage (Moscone West, Level 2, Alcove 2).
Straubel will deliver his remarks alongside an all-star line-up of key solar policymakers and advocates, including Bernadette del Chiaro, the executive director of the California Solar Energy Industries Association (CALSEIA); New York State Sen. Kevin S. Parker, a champion of solar policy in New York; and Professor Dr. Eicke R. Weber, the director of the Fraunhofer Institute for Solar Energy Systems (ISE) / Germany. The Opening Ceremony is free to all pre-registered attendees and exhibitors.
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There's a party from 7-10 pm at Tesla HQ in Palo Alto tonight for the TMConnect group. I know that Elon has already stated that there would be no official 'reveal' for the MX, but it could be something else. Maybe they will just turn on the MX configuration at that time and let people play around with it or something. Sure, it would be cool to just be able to party at HQ, but I'm hoping there's more to it than that. We will report!
I'm a TSLA bull but was wondering about short-term risks to the stock and came up with the uncomfortable question in my mind: What would happen to the stock short-term if for some reason Model X launch was postponed by more than a month?
I know that Elon and company have been telling us for the last couple of months or so that Model X launch was on course for late Q3, but what if they encountered some last-minute problems with suppliers or whatever? Happy to hear your thoughts.
I know that Elon and company have been telling us for the last couple of months or so that Model X launch was on course for late Q3, but what if they encountered some last-minute problems with suppliers or whatever? Happy to hear your thoughts.
That is a valid concern Being late with the X would mean they couldn't make their 2015 production numbers. I think Elon can't continually set and miss deadline without negative consequences to the stock price.
But I think they will announce x ordering soon. I also think Elon going forward will significantly reduce his habit of pre-announcing specific product improvement release dates.
mejojo
Active Member
This is not a true fact. Production line going online late is the only delay that would mean the numbers wouldn't be possible. The total number doesn't care whether they are S or X.
The bottom line from that article is "do your own navigation". Yeah. I eliminated range anxiety for myself by doing my own navigation on a nasty midwinter trip through an ice storm from Ithaca, NY to Lansing, Michigan via Canada... where the Tesla's nav system *loses maps entirely*. Paper maps, I tell you!
I see pretty much positive assessments of the car -- are the Superchargers -- in that article. Pretty negative assessment of the nav system.
"The travel itself was grand.... we’re hopeful that long trips like this one won’t include as much man-versus-machine stress fighting and mental calculation."
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BUYING OPPORTUNITY!!!!
FredTMC
Model S VIN #4925
Yep. They'd simply make more model S. Remember they are only projecting 4-5k model X regardless.
Thanks for your thoughts. But is it that easy to switch to 5k more Model S in Q4 if the second production line has been prepared for the X and they're just waiting for some supplier to deliver what is needed to produce? I'm not so sure.
In any case, even if they could switch production to S easily, I tend to think that the stock would get hit hard (5-10%) when the street learned that the X launch was postponed again. Just trying to be cautious with my long turbos...
In any case, even if they could switch production to S easily, I tend to think that the stock would get hit hard (5-10%) when the street learned that the X launch was postponed again. Just trying to be cautious with my long turbos...
Todd Burch
14-Year Member
The second line, as I understand it, is a hybrid line. It can run either Model S or Model X vehicles.
FredTMC
Model S VIN #4925
jhm
Well-Known Member
Big Oils known the truth about climate science since 1981 - Salon.com
This really pisses me off. It's time to do this.
This really pisses me off. It's time to do this.
This pisses me off too. I was fairly well-informed, but I didn't recognize what was going on with global warming until the early 1990s. Big Oil's suppression of the evidence, denialism, and propaganda was actually working even on smart and skeptical people for the first decade.
The people involved in this concealment should be executed by firing squad for crimes against humanity.
Not surprising. Every oil company tries to campaign against climate change while simultaneously making plans for permanent ice-free Arctic oil exploration. Can't have the latter without the former happening first.
It's no different than how many southern states provide resources for farmers in dealing with changing climates (changing growing seasons, support from the impacts, etc.), but their governments will simultaneously deny any worry about climate change.
anticitizen13.7
Not posting at TMC after 9/17/2018
I've seen hardly anything about TMC Connect today. Any tidbits of information that might be of interest to shareholders? Anything else that the media might pick up for news articles?
I concur. A bit underwhelmed to be honest. At the party at HQ now and there was nothing other than the drinks and party snacks.
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