Zakaj so električni avtomobili prava stvar

Nikec3 je 5. maj 2018 ob 11:29 izjavil:

Na čem stoji ta nevera? Na "zamujajo", "lažejo"? Nimajo mašin? Nimajo delavcev? Nimajo znanja? Nočejo?

Stoji na tem, da nekateri ne verjamejo, da je Tesla v taki obliki kot je trenutno, sposobna poslovat z dobičkom. Tudi jaz se vedno bolj nagibam k temu.

Resno pričakujem, da se bo poskušal vmešat kak 'nadzornik trga' in poskušal zamrznit trgovanje, ker bo cifra že previsoka.

@Warpy, ti ne živiš na istem planetu.

Julij je prvi mesec v Q3 ko Elon Musk pričakuje nekaj malega profita.

Ne bo ga. Evo, moja beseda proti Muskovi. Če se motim in bo Tesla v Q3 res prikazala računovodski plus, se posipam s pepelom.

Model 3 bo interne vire dvignil na nivo, ki bo omogočal več deset odstotno letno rast brez zunanjih virov. Od tu sledi Elonov - NOČEM več zunanjega denarja (no, I do not wan't to raise capital).

Ne verjamem. Po Modelu 3 pride Model Y, pride Semi, pride,... Hkrati pa bo marža pri M3 nizka, padajo pa tudi marže pri MS in MX. Nizke so tudi marže pri energy sektorju, Solar City del pa jim itak propada.

A še vedno velja napoved o bankrotu v Q1 2019 in nujnem dodatnem zadolževanju?

svit je 24. okt 2018 ob 23:36 izjavil:

Mimogrede iz Tesline objave:

In Q3 Tesla already earned enough cash to pay back the $920m March 2019 notes (!), the "Cash Crunch" bear thesis is dead.

>> It's odd how few people consider what adding production of 200,000 units/year in an existing factory does for the bottom line.
>> The "Tesla looses money on every car" thesis was really weird.

It's beyond odd. I've been gawping, with my jaw dropping, about it for years.

The number of people who don't seem to be able to understand basic economies of scale (fixed costs vs. variable costs) is far, far larger than I would ever have imagined, and it includes far, far too many people working as Wall Street "analysts".

I mean, I thought Wall Street analysts were bad, and I knew most people who invested in stocks were incompetent, but before I witnessed this, I would never have believed that so many of them could be unable to understand something this basic. It really is Finance 101, Economics 101, Business 101 material.

It simply astounds me. I've explained this to so many people. While I understand that random people off the street might not be capable of understanding this basic math, anyone who is working in anything remotely related to business management or financial anything ought to understand it, and it seems like over half of them don't.

Gobsmacking.

Ford Accounts Payable = $23B

Cash on Hand = $18B 

Po drugi strani jim je pa accounts receivable visoko porastel, za kar so rekli da je razlog da je zadnji dan Q3 bil nedelja. Kar je čisto nesmiselno.

Ena stvar, ki je očitno dosti prispevala k višjemu dobičku je bila precejšnja ustavitev praktično vseh investicij. Superchargerji rastejo bistveno počasneje, kot so rastli prej (kljub temu, da število avtomobilov na cesti raste hitreje) in pa servisna mreža ter same servisne storitve so tudi bistveno znižale investicije.

Cognitive dissonance - Wikipedia

Cognitive dissonance is a powerful psychological phenomenon. In this case, it's highly likely it will allow long term investors to buy stock remarkably cheaply for longer. And give the less afflicted shorts one last chance to exit at a respectable price.

The failure of the rational market hypothesis on clear display for who-ever's watching closely enough.

Although granted, some of the nonsense on Twitter is about
a) trying to polish battered reputations,
b) sway the market to improve exit price.