Tesla Model S 22-Jun-2012 die CHANCE
"Perfect example is capex. Original estimate was $2.25B for the year. Now $1.8B, with most of it weighted towards 4Q. What does that mean for the Model 3? Have they really gotten that much more efficient? Are they behind? Are they slowing other projects, like the Gigafactory, to focus on the Model 3? Expect a lot of questions about that on the call?"
... spiele mal den Propheten:
- die üblichen Verdächtigen werden umso aufgeregter Nonsense Kommentare (alle schon x-mal gelesenen Thesen) reinkopieren.
- Tesla muss doomed sein, weil es Tesla ist - die Zahlen sind sicher falsch, und Elon ein Betrüger.
- Und WernerGg und einige andere ziehen knallharte Konsequenzen: "Nachkaufen - jetzt erst recht! Tesla muss untergehen, ich habe es im Kaffeesatz ert neulich wieder gelesen! Doppelt oder nichts! Dieser Schwindel wird schon mal zu Ende gehen."
Und ab übermorgen geht alles so weiter wie gehabt.
Der Fuchs ist weg, Körner picken, Nörgel-Kommentare kopieren und pasten.
Der Lauf der Dinge, wenn man ein Huhn ist. ;-)
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Zur Erläuterung: damit meine ich explizit und nur (!) diejenigen, die hier atändig Mist reinstellen, und völlig unkritisch Puts propagieren.
Wer sich sonst verkalkuliert, der hat mein Mitgefühl, Verluste sind immer ärgerlich. Meine Häme gilt nicht euch.
"Tesla says its energy storage business "continues to grow." But it still isn't giving out a revenue figure."
"Another thing to listen for on the call: An explanation on the change in accounting. Just got off the phone with one analyst who admitted, candidly, he wasn't really sure how to make the adjustments without the comapny taking him through it."
"Der Fuchs ist weg, Körner picken, Nörgel-Kommentare kopieren und pasten."
Halt mal kurz die Klappe mit deinen Kalendersprüchen. Im Moment gibt es wichtigeres.
"It's interesting how Tesla excludes ZEV credits from its non-GAAP automotive gross margin, but not when calculating its non-GAAP net income. Very few companies provide two different sets of non-GAAP calculations to investors."
"So what to listen for on the call? Not to repeat myself, but capex capex capex."
"Tesla is supposedly less than a year away from beginning production of a new vehicle. There should be demo units at least rolling off the line within nine months if not sooner. Where is the tooling costs? Where is the machinery? When is it coming? Is it ordered but the cost hasn't been recorded yet?"
"Tesla initially projected $2.25B in spending this year as it announced its Model 3. It has spent ~$800M YTD, and says another $1B will be spent in this quarter."
"Are they behind? Was it back loaded the whole time? Was the initial number conservative and the revised lower one more realistic? Is it lower because they have cut in other areas like the Gigafactory? Any of those answers are possible. But they should have an answer."
"Customer deposits held strong ($690M). Again caution reading too much into any number without context, but this could imply rumors of cancelled Model 3 orders were greatly overstated."
"On a GAAP basis, R&D spend rose 20% Y/Y to $214.3M. SG&A spend rose 42% to $336.8M."
"Regarding capex, Tesla says "capital expenditures remain on plan to help us reach our goal of producing 500,000 vehicles in 2018." Wonder if they're paring spending in other areas (Gigafactory, superchargers, etc.)."
Die Erlöse kletterten um 145 Prozent auf 2,3 Milliarden Dollar. Analysten hatten mit schlechteren Zahlen gerechnet - die Tesla-Aktie stieg nachbörslich zunächst um über sechs Prozent. Tesla bekräftigte das Ziel, in der zweiten Jahreshälfte 50 000 Fahrzeuge auszuliefern. Im vierten Quartal sollen trotz Winterwetter und Feriensaison etwas mehr als 25 000 Wagen an die Kundschaft gebracht werden./hbr/DP/he
"BTW worth noting Tesla's official statement on Model 3, in case we haven't: "As refinement of the Model 3 continues, we
remain on plan for our timing, volume, vehicle capability, pricing,
and margin targets.""
"That's really good news. The question for the call is how do you get there without hardly spending any money (so far)?"
"A discussion item I dont expect to be covered on the conference call, but would love to hear commentary on:
Ed Niedermeyer (a Tesla skeptic) in the last month has reported that Tesla seemingly doesnt have the environmental permits to produce anything close to its 500,000 vehicle/year goal even if the machinery is ready and the demand is there. The permitting works out to something just about 200,000 annual units."
"Tesla presumably knows the status of its permitting, and knew the status when it gave the 500,000 unit projection, but has not commented on the report. Id like them to use the opportunity to explain why Niedermeyer is mistaken, or if he is not mistaken how the company intends to get the required permits."
nun, so ist es.
http://seekingalpha.com/article/4015385-tesla-get-excited
Die vielen Beiträge die ausgeblendet werden, weisen wahrscheinlich auf diverse Schadensfreude hin. Nun denn, wer kann es ihnen verdenken.