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Tesla: how long do you think they'll last as a company..?

V4

V4

MERRY CHRISTMAS EVERYONE
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starting to see more teslas on the road which is a good sign for them...

but not so mainstream in the general population...

with that said, would one say tesla will be up there with chevy, honda toyota or fall off the market like a ford on the road..?
 
They'll have to come up with something in the $30K-35K range before they'll become a huge player....
 
Johndicezx9 said:
They'll have to come up with something in the $30K-35K range before they'll become a huge player....
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Which they've already announced as the Model 3. Once the Model X comes out, I think you'll see a lot more of them on the road than the Model S.
 
I see them transforming into an energy storage company using grid scale, distributed, and car batteries as an energy storage service.
 
V4 said:
starting to see more teslas on the road which is a good sign for them...

but not so mainstream in the general population...

with that said, would one say tesla will be up there with chevy, honda toyota or fall off the market like a ford on the road..?
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Depends on how long it takes Apple to buy them.
 
I don't think they've posted a profitable quarter yet. Only sell about 50k cars a year. But somehow they have a market cap that's already half as big as Ford or GM (companies that have been consistently in the black every quarter for the past half dozen years and sell millions of units a year).

The Model X is on the way. And they'll surely sell a good amount of what is most certainly going to be a $100k vehicle. But the one that'll make or break them is the mass market Model 3. That's what every shareholder is hoping is the one that starts taking in the profits. If the Model 3 is anything short of the same splash the Model S made, I think things will go bad for them quickly. They'll have to license their tech and just be a battery supplier to the older car companies.
 
I don't think that financial profitability is one of their short term goals. Elon Musk has pockets that are fairly deep, and he's doing everything he can to establish businesses to get us away from unsustainable energy sources. Even if their lasting mark is as a functional research company.

My guess? he'll pull the plug on SpaceX to keep Tesla going. And if they're the company that finally cracks the battery problem, we'll be seeing them, and their technology, for some time.
 
Eldritch said:
Depends on how long it takes Apple to buy them.
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Personally, I think that anyone who sincerely believes that Apple will actually produce a car is out of their damn mind.

Apple doesn't want anything to do with a product that could kill someone.
 
TylerW said:
I don't think that financial profitability is one of their short term goals. Elon Musk has pockets that are fairly deep, and he's doing everything he can to establish businesses to get us away from unsustainable energy sources. Even if their lasting mark is as a functional research company.

My guess? he'll pull the plug on SpaceX to keep Tesla going. And if they're the company that finally cracks the battery problem, we'll be seeing them, and their technology, for some time.
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Short term, no. He's definitely proved that. But I don't care how deep his pockets are (with billions of taxpayer subsidies). It's still a public company. And shareholders sure as hell want financial profitability eventually.

Like I said, if the Model 3 is a bust, time to short TSLA.
 
Im just wondering when the model S will get a facelift. That body is tired and old now....
 
TheRobSJ said:
...they have a market cap that's already half as big as Ford or GM (companies that have been consistently in the black every quarter for the past half dozen years and sell millions of units a year)...
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Selling a lot of cars and making a profit are two different things. GM has already proved that. They went broke while selling lots of cars.
TylerW said:
I don't think that financial profitability is one of their short term goals...
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And that is the problem, if you are not focused on making money, you wont. It's funny how good companies can make a profit every year and still fund their future, then there's guys like Musk and Bezos, that keep turning all the cash and borrowed money into hope of a profit...some day.
 
russ69 said:
Selling a lot of cars and making a profit are two different things. GM has already proved that. They went broke while selling lots of cars.
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Tesla says that they make over 20% margin on each car now. The issue is GAAP vs Non-GAAP profit. Since Tesla does not have dealer groups it hurts their profit on paper, but not in real like. Its explained better in the share holders meeting. Tesla says that it will not make GAAP profit for 10 years.

It sounds like a non-issue to me, but people will continue to be hung up on it even when Tesla sells more and more cars and wins more awards.
 
Killroy1999 said:
Tesla says that they make over 20% margin on each car now. The issue is GAAP vs Non-GAAP profit. Since Tesla does not have dealer groups it hurts their profit on paper, but not in real like. Its explained better in the share holders meeting. Tesla says that it will not make GAAP profit for 10 years.

It sounds like a non-issue to me, but people will continue to be hung up on it even when Tesla sells more and more cars and wins more awards.
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I'd love to see an actual explanation of that. :afm199
 
afm199 said:
I'd love to see an actual explanation of that. :afm199
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It goes like this: We are investing in our future...meanwhile back at the ranch, they are making no net money. The question is, how long do investors expect to wait before they make some money? Amazon is something like 17 years into no profit. That's amazing. Isn't the stock price somewhat based on the fact that a company will make some money? When the stock price peaks out, what will attract new investors? Will current investors cash out when the stock goes flat causing the stock price to spiral down? I don't know but one thing is for sure, you have to make money to stay in business.
 
russ69 said:
It goes like this: We are investing in our future...meanwhile back at the ranch, they are making no net money. The question is, how long do investors expect to wait before they make some money? Amazon is something like 17 years into no profit. That's amazing. Isn't the stock price somewhat based on the fact that a company will make some money? When the stock price peaks out, what will attract new investors? Will current investors cash out when the stock goes flat causing the stock price to spiral down? I don't know but one thing is for sure, you have to make money to stay in business.
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Stock price is based on a lot of different variables. The valuation of the company itself is one. If the company is worth MORE than the price of the stock, you could say the stocks ill go up. You just don't know the pace. Stock price is not purely based on profit.

Nobody actually knows if a stock price has peaked. You can run valuations and use all sorts of techniques but you don't ever know for certain.

What I find hilarious is a company that is born in the USA, manufactures in the USA, and on this forum, so many people want to see them fail. BARF never ceases to amaze me :laughing
 
MikeL said:
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What I find hilarious is a company that is born in the USA, manufactures in the USA, and on this forum, so many people want to see them fail. BARF never ceases to amaze me :laughing
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Good point.

I can see them slowly roll out consumer products in addition to cars. I can see them change the auto industry by redesigning the car battery too.
 
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