TSLA corporate outlook

[GetOffYourGas]

After the last couple of years in general I hope most folks are learning to distinguish legitimate criticism from agitprop, trolls, profiteers or axe-grinders.

I don't get the impression that this is true. It seems like anytime something negative is stated about the cars, company, or CEO, the poster gets immediately accused of one of the above.

[DaveinOlyWA]

What it has done is greatly increased the volume of useless posts. Granted, we are all guilty of that at one time or another be it "+1's" (Why can't we just add a "like" button??) or tongue in cheek responses, but there are way too many dozen entry back and forth nonsense going on here.

I tune those out and end up missing something only to discover it days or weeks later in a quote by someone else.


^^^^^^^^^^^^^^^^^^^^^^^^^^^
The above is another example of what I am saying

[Nubo]

After the last couple of years in general I hope most folks are learning to distinguish legitimate criticism from agitprop, trolls, profiteers or axe-grinders.

I don't get the impression that this is true. It seems like anytime something negative is stated about the cars, company, or CEO, the poster gets immediately accused of one of the above.

I didn't say the noise has ceased. Just my hope that people are learning to separate the noise from the signal.

[GetOffYourGas]

After the last couple of years in general I hope most folks are learning to distinguish legitimate criticism from agitprop, trolls, profiteers or axe-grinders.

I don't get the impression that this is true. It seems like anytime something negative is stated about the cars, company, or CEO, the poster gets immediately accused of one of the above.

I didn't say the noise has ceased. Just my hope that people are learning to separate the noise from the signal.

I'm still learning, but I've never been great at reading people. Especially over the internet.

[DaveinOlyWA]

I don't get the impression that this is true. It seems like anytime something negative is stated about the cars, company, or CEO, the poster gets immediately accused of one of the above.

I didn't say the noise has ceased. Just my hope that people are learning to separate the noise from the signal.

I'm still learning, but I've never been great at reading people. Especially over the internet.

Same here. Not everyone takes the time to realistically express themselves online. I get it. I do the same thing all the time responding with short one liners that means something to me but means nothing to someone else or even worse; they take it to mean something entirely different. Emoticons work but are only effective for certain types of comments and I notice that the presence of them is lost on some here.

Remember the words is a small part of Human Communication

[edatoakrun]

TSLA earnings imminent.

Read the article, below, or just my answers...

Musk’s Big Questions: Can Tesla Make Model 3s and Burn Less Cash?

Progress toward boosting production looms large.

Elon Musk is a man with quite a few balls in the air. On Tuesday afternoon, he watched the private rocket company that he runs, SpaceX, successfully launch its first Falcon Heavy. On Wednesday afternoon, Wall Street will watch as the public automaker that he runs, Tesla Inc., reports fourth quarter earnings.

Information-starved investors will be on high alert, as will thousands of would-be drivers waiting for Tesla to produce and deliver new electric cars. Here are five key questions to ask as a way to gauge Tesla's prospects going into a decisive year.

1. How many Model 3s can Tesla actually produce?

Not enough to turn a profit this year, and probably not next year, either.

2. How far off are the long-awaited updates to Tesla’s autonomous features?

Your joking?

3. Have customer deposits become a major revenue stream?

TSLA has figure that deposits don't require expensive service calls.

4. Is Tesla making any progress on getting into China?

Your joking...again?

5. How fast is all that cash burning?

Faster every quarter.

https://www.bloomberg.com/news/articles ... -less-cash

live blog here:

Tesla Inc. is scheduled to report fourth-quarter results after the bell Wednesday, with an analyst call set for 5:30 p.m. Eastern.

Analysts surveyed by FactSet expect Tesla TSLA, +0.29% to report an adjusted loss of $3.11 a share on sales of $3.3 billion, which would compare with an adjusted loss of 69 cents a share on sales of $2.3 billion in the year-ago period.

As it has been the case in recent months, the quarterly numbers will matter less than what Tesla says about Model 3 production. The Silicon Valley car maker in January postponed for a second time a key production goal for the mass-market sedan, and most of Wall Street today is either bracing for another production delay or hoping to hear that Tesla has found its groove...

https://www.marketwatch.com/story/tesla ... 2018-02-07

[RegGuheert]

Here is Tesla's Fourth Quarter & Full Year 2017 Update Letter:

Tesla Fourth Quarter & Full Year 2017 Update

- Record Model S and Model X deliveries in Q4 2017
- Cash balance of $3.4B entering Q1 2018
- 2017 revenue of $11.8B, up 55% y-o-y from organic growth
- 2018 revenue growth expected to significantly exceed 2017 growth
-Continuing to target Model 3 production rate of 5,000/wk by Q2 end

[lorenfb]

Here is Tesla's Fourth Quarter & Full Year 2017 Update Letter:

Tesla Fourth Quarter & Full Year 2017 Update

- Record Model S and Model X deliveries in Q4 2017
- Cash balance of $3.4B entering Q1 2018
- 2017 revenue of $11.8B, up 55% y-o-y from organic growth
- 2018 revenue growth expected to significantly exceed 2017 growth
-Continuing to target Model 3 production rate of 5,000/wk by Q2 end

You forgot one of the the most important data metrics, i.e. GAAP loss per share of $11.83 (total loss ~ $2B).
That amounts to about a $20K per vehicle delivered in 2017 of shareholder wealth “given away”.
That compares to:

2016 - $7836
2015 - $17,400
2014 - $9200
2013 - $3353

Have to love it, though, Tesla’s benevolence to BEV customers at the expense of the Tesla shareholders.
2017 results got Tesla back on track to continue to subsidize Tesla buyers at the expense of shareholders.
Keep it up, Elon!

[cwerdna]

You forgot one of the the most important data metrics, i.e. GAAP loss per share of $11.83 (total loss ~ $2B).

Yep. From page 7 of that letter from the SEC filing at http://ir.tesla.com/secfiling.cfm?filin ... IK=1318605, for the year ending 2017, their net loss attributable to common stockholders was about $1.961 billion.

I have a spreadsheet where I've been adding up their net profits and losses. Since they've begun reporting, their cumulative net loss is now past $4.5 billion.

[WetEV]

You forgot one of the the most important data metrics, i.e. GAAP loss per share of $11.83 (total loss ~ $2B).
That amounts to about a $20K per vehicle delivered in 2017 of shareholder wealth “given away”.

That sounds like some funny accounting. No, not the GAPP, but the added cost per car. Tesla makes money on producing Model S cars. Tesla is spending a lot of money on expanding the business, not on production of current cars.

To produce the first car costs a lot of money. The second copy of that car is cheaper, but still no where close to profitable. Tooling, engineering, training, programming... Don't get this money back unless you make enough copies of the car.

This is why most car startups have failed, and smaller car companies have gone out of business or merged with larger companies over US history. Huge capital costs, and many risks. Tesla might fail as well. They are at the third "Bet The Company on Growth" or BTOG point. There likely are more of these on the path of Tesla becoming a major car company.

Tesla might also realize that the next BTOG will not be possible, due to market factors, falling stock price, rising interest rates, or other reason(s), and convert to a slower or no growth company. As such, Tesla would become a boring and much cheaper stock, and a takeover target.