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Tesla to raise $1B

ir.tesla.com

11–20 of 334 posts

Re: Tesla to raise $1B

#11

As an investor of Tesla who bought into Elon's vision I've been getting more and more nervous about how the company is actually run at this point. A modern car company is as much of a production and supply chain company as it's a product and tech company. I get the feeling that due to Tesla being cutting edge in the tech department it led to all the supply chain/production problems being treated as if they are speed…

the one problem with your post is that you think it's still a car company.

Re: Tesla to raise $1B

#12

As an investor of Tesla who bought into Elon's vision I've been getting more and more nervous about how the company is actually run at this point. A modern car company is as much of a production and supply chain company as it's a product and tech company. I get the feeling that due to Tesla being cutting edge in the tech department it led to all the supply chain/production problems being treated as if they are speed…

AP2 is truly dangerous. It's incomprehensible they would release something like this:

https://www.youtube.com/watch?v=UZ1XLqc5IUg

I guess it's a good reality check for autonomous cars when you take away the LIDAR toys. One rather important point is that the car often doesn't realize it is screwing up, because quelle surprise, realizing you don't have a correctly detected lane can be just as difficult as detecting one in the first place.

Re: Tesla to raise $1B

#13

As an investor of Tesla who bought into Elon's vision I've been getting more and more nervous about how the company is actually run at this point. A modern car company is as much of a production and supply chain company as it's a product and tech company. I get the feeling that due to Tesla being cutting edge in the tech department it led to all the supply chain/production problems being treated as if they are speed…

You're concerned with a 23% YTD return on the stock and a 600% return over 5 years? The market has a way of signaling if a company is totally screwed up. Looks like it isn't.

> 23% YTD return

While the 600% is impressive, the year to date performance matches the overall market.

Gotta hit those Model 3 dates to maintain the confidence.

Re: Tesla to raise $1B

#14

As an investor of Tesla who bought into Elon's vision I've been getting more and more nervous about how the company is actually run at this point. A modern car company is as much of a production and supply chain company as it's a product and tech company. I get the feeling that due to Tesla being cutting edge in the tech department it led to all the supply chain/production problems being treated as if they are speed…

You're concerned with a 23% YTD return on the stock and a 600% return over 5 years? The market has a way of signaling if a company is totally screwed up. Looks like it isn't.

Well the market can be terribly wrong on many companies in the long run, both undervaluing great companies and overvaluing terrible companies. Tesla's vision is for the next 20 years, not the last 5.

Historical performance is also not an indicator of future performance. Everyday I'm holding onto the shares is the same as if I made the decision to buy that many shares on that day. If anything the fantastic return would encourage long term investors so far to partially cash out and diversify their risk a bit.

Re: Tesla to raise $1B

#15

As an investor of Tesla who bought into Elon's vision I've been getting more and more nervous about how the company is actually run at this point. A modern car company is as much of a production and supply chain company as it's a product and tech company. I get the feeling that due to Tesla being cutting edge in the tech department it led to all the supply chain/production problems being treated as if they are speed…

Musk did not say "not going to raise money again". That said, if you don't like how he has communicated about past raises, you should definitely sell -- there's no sign that this style of management is going to change.

Re: Tesla to raise $1B

#16

Tesla is basically taking on a loan in form of a convertible notes. probably much smarter to distribute their lender among multiple entities than one giant bank that would have leverage on them. Also, it looks like Tesla would use a portion of the money to inflate their share prices via a small buyback. The after market trading so far make this strategy look successful. So at the end of a day: Tesla is raising capita…

You've contradicted yourself in the two quotes below.

"Tesla is basically taking on a loan in form of a convertible notes."

"So at the end of a day: Tesla is raising capital without diluting their shareholders and reducing their share values"

Convertible debt is in fact dilutive. It's even specifically accounted for when calculating Diluted Earnings per Share : http://www.investopedia.com/terms/d/dilutedeps.asp

Re: Tesla to raise $1B

#17

As an investor of Tesla who bought into Elon's vision I've been getting more and more nervous about how the company is actually run at this point. A modern car company is as much of a production and supply chain company as it's a product and tech company. I get the feeling that due to Tesla being cutting edge in the tech department it led to all the supply chain/production problems being treated as if they are speed…

You're concerned with a 23% YTD return on the stock and a 600% return over 5 years? The market has a way of signaling if a company is totally screwed up. Looks like it isn't.

The market isn't an oracle, and a stock doing well is no guarantee that a company is moving in the right direction. The sentiment is that they're doing well, but only time can prove that.

Re: Tesla to raise $1B

#18

As an investor of Tesla who bought into Elon's vision I've been getting more and more nervous about how the company is actually run at this point. A modern car company is as much of a production and supply chain company as it's a product and tech company. I get the feeling that due to Tesla being cutting edge in the tech department it led to all the supply chain/production problems being treated as if they are speed…

You're concerned with a 23% YTD return on the stock and a 600% return over 5 years? The market has a way of signaling if a company is totally screwed up. Looks like it isn't.

[deleted]

Re: Tesla to raise $1B

#19
This is the sort of thing that ought to terrify the makers of legacy automotive technology, both for how Tesla might scale production, but also how Tesla might become a lot more aggressive with its intellectual property strategy.

Re: Tesla to raise $1B

#20
post #10

As an investor of Tesla who bought into Elon's vision I've been getting more and more nervous about how the company is actually run at this point. A modern car company is as much of a production and supply chain company as it's a product and tech company. I get the feeling that due to Tesla being cutting edge in the tech department it led to all the supply chain/production problems being treated as if they are speed…

Can you explain why do you consider AP2 to be a downgrade from AP1? I thought it's everything AP1 has + more.

Supposedly that's the case, but since they switched away from Mobile Eye they are still trying to reach feature parity with AP1 at this point.

It was supposed to take 2 months, but viola, 6 months later they are still struggling and there are many YouTube videos out there showing how terrible and unsafe it is.

It still lack many features of AP1 such as automatic lane changing and blind spot detection at this point. Lane keeping is also not as stable and safe as AP1 and many videos show that the car like to drift into oncoming traffic.

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