Tesla, TSLA & The Investment World: The 2019 Investors’ Roundtable

Separate names with a comma. I honestly don’t understand, how it transformed from “profitable every one-fourth from now on” to “only ten months time to fully stop bleeding” in few months. “That is a lot of money but actually only provides us about 10 weeks at the Q1 burn rate to accomplish breakeven!

I don’t think constantly sending text messages to employee painting an urgent situation would have the required impact EM hoped. He has sent an excessive amount of these email messages before calendar year that I believe people are simply desensitized. I’m pretty pumped that I now live near a Tesla factory. I hope to see caravans of Tesla semis packed with dry electrode batteries driving down I-10 soon. It’s just too bad Fremont isn’t within the 500-mile range of the semi.

No. That is older inventory. I honestly don’t understand, how it changed from “profitable every quarter from now on” to “only ten months’ time to stop bleeding” in few months. That’s probably because the latter isn’t that which was said. Tell us when customers start receiving those refreshed S/X.

Been a couple weeks now since they opened orders for them. Predicated on information in this thread the hold off was triggered by regulation concern and it was already solved as people began to take delivery. I absolutely sure hope so, but didn’t we already say that about 2018? Year Well last, my thought was that 2019 is actually a “down season” relatively speaking, namely due to the forward driving of deliveries in late 2018 because of the tax credit stage out. With all the big beats on us late last year that provided them some PR capital but they didn’t spend it. But if you ask me it doesn’t matter everything that much as I am long run.

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I would rather take a look at 2-3-year spans. Is slightly important Quarterly, is much way more but even that may be lumpy annual. 2019 may be a down year, 2020 is going to be up and 2021 will be way and then probably exponential growth following that up. But if you ask me it doesn’t matter all that much as I am longer term.

I would prefer to take a look at 2-3-calendar years spans. Quarterly is somewhat important, yearly is much way more but even that can be lumpy. 2019 may be a down season, 2020 is going to be up and 2021 will be way up and then probably exponential development from there. If someone would several years said ago, what the talk about price today is no-one would have believed him here. 88: Agree with ‘bdy0627’ on this one. My advice: Diversify, consider ARKK If you want disruptive companies. I digested a lot of quarrels (mainly BS yes) from the brief side. I think their point about the credit stage out has some merit.

It was grossly exagerated by them BUT it doesn’t mean the stage out has zero impact. And it’s really not even the impact of the phase out per se as much as the impact of how Tesla pulls ahead deliveries to fully capture or maximally help the consumers exploit the credits. Also, more products (Roadster/Semi/Y) will help smooth out quantities.

If someone would several years back said, the actual talk about price today is no-one could have believed him here. Agreed, I don’t think anyone, myself included, thought we’d be this low. But then no one thought the Q1 miss would be as large as it was. So here we are.