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$TSLA - Mixed bag of analysts' opinions

Discussion in 'Tesla Discussions' started by Michael Russo, Oct 25, 2016.

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  1. Michael Russo

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  2. Michael Russo

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  3. TrevP

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    Tesla will certainly announce later today profitability for Q3 however it was the result of a concentrated "push" to clear as much inventory (showroom and loaner cars) before the Autopilot 2.0 announcement. The timing of both is not a coincidence.

    However I think that Tesla will continue to not show profits for some time due to the ongoing growth and expansion. Not until the Gigafactory is complete and Model 3 has been out for 2-3 years. The media will continue to harp on Tesla for the foreseeable future.

    Sorry for the negativism in this post but it's just reality as I see it. This is a long game that Tesla is playing here.
     
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  4. Michael Russo

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    Don't feel bad, Trev. I agree with you and had picked up on the inventory effects this quarter from some of the earlier articles. Key will be the continued ability to finance the growth yet I have quite some confidence in Elon's ability to manage that! As we said several times, one of the most important CSF is delivering on the expected/promised timeline on Model ≡!
    Patiently keeping my fingers crossed!
     
  5. Hoppie3

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    I listened to the Q3 2016 earnings call. A lot was said about cars ordered and delivered in the quarter. I didn't hear anythin about how power wall, power pack added to their earnings.
    Does anyone know the numbers on these products.
    Thanks.
     
  6. AutoMcD

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    I think the stock is highly undervalued, at this point back to where it was just before the Model 3 reveal. Investors are skittish and foolish, still trying to factor the cost of oil into this. It's like they can't see very far ahead.
     
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  7. Michael Russo

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    Another piece of work from one of the infamous Seeking Alpha app, always wrapped in the typical pseudo-'I know what I am talking about, yet don't think I'm paid by anyone' type of garbage argumentation... crazy...
    Of course somebody out there will fall for this... though I trust none of us at M3OC!! :)

    Tesla's Model 3 Base Price Will Be $15,000 Higher Than Musk Claims $TSLA
    http://www.seekingalpha.com/article/4025612
     
  8. BigBri

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    What a useless article.
     
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  9. garsh

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    The major incorrect assumption this author makes is that the only benefit of "scale" is to spread R&D costs over more cars. He's completely ignoring the fact that the type of automation and "ease of manufacturing" that the Model 3 will introduce (compared to the current models) will severely curtail per-vehicle costs.
     
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  10. Gilberto Pe-Curto

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    Not useless if scares people from going EV/T3sla Or makes some withdraw reservation money.
    Maybe that's the point
     
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  11. Michael Russo

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    Of course that is the point!!! Yet doubt those behind this will be successful! That is why T≡SLA are working (relatively) quietly behind the scene to deliver on time and at the quoted price this time around! I don't think they will under-deliver on Model ≡ which is likely to remain for long one of the most successful car launches in a while!
     
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  12. Michael Russo

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  13. Michael Russo

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  14. Michael Russo

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  15. BigBri

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    Bought into Team Tesla today, own 20 shares xD.
     
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  16. Michael Russo

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    Congrats!! Well done!! :)
     
  17. garsh

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    My kids (teenagers) never spend their allowance (they only ever play video games & watch youtube - they don't really want "stuff" like I always did as a kid). So they asked if they could buy some TSLA. I opened UTMA accounts for each of them, and they have 5 shares each now.
     
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  18. Michael Russo

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    What a great Dad you are!!! You're raising them well!! Big kudos!! :)
     
  19. BigBri

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  20. Michael Russo

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    Now that is quite a range!! One of my golden rules is 'the truth is always in between' and it will also probably apply in this case!! :)
    Though I have no cristal ball, I wouldn't be surprise if TSLA is not well above $300 in a year after they will have successfully launched MODEL ≡ by September and delivered 20-30k by YE17... !!!! This is the point I wish I had $5-10k to bet myself on this...

    A $55B gap between two Street views on Tesla
    http://www.seekingalpha.com/news/3228320
     

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