81–90 of 418 posts
The last few big Tesla threads on HN were non-stop piling the shit onto Tesla talking about how untenable they are, bad business model, inability to scale, etc, etc. Is that just an indication that the short sellers have sock puppets here on HN as well? HN happens to be an important source of Tesla news.
Or maybe some of us think Elon Musk is a bit of a wanker and noticed that the numbers didn't look good. It really can be as simple as that.
One massive advantage that I'm not sure most people realize quite yet is the Supercharger network. No manufacturer (other than Porsche talking about it recently) has actually built out chargers for their cars. Every other electric car has to rely on a broken, sparse, expensive charger network. Blink chargers and some ChargePoint chargers are expensive in many places ($2 an hour!), and Blink is notorious for having br…
Until other companies step up and install DCFC stations everywhere Disclaimer: I am long TSLA I hightly doubt other car companies are gonna do this in a reaonable time frame (3-4 years). They will rely on the dealer network to build out the chargers and suck up the setup cost. Now dealers can potentially finance this with debt and get this done, but I doubt GM or any car company will be able to get consensus from the…
I picked up a Model 3 performance about a month ago, I'd recommend anyone interested in Tesla go visit a store and test drive one. They're so far beyond anything anyone else is making.
One massive advantage that I'm not sure most people realize quite yet is the Supercharger network. No manufacturer (other than Porsche talking about it recently) has actually built out chargers for their cars. Every other electric car has to rely on a broken, sparse, expensive charger network. Blink chargers and some ChargePoint chargers are expensive in many places ($2 an hour!), and Blink is notorious for having br…
Until other companies step up and install DCFC stations everywhere Disclaimer: I am long TSLA I hightly doubt other car companies are gonna do this in a reaonable time frame (3-4 years). They will rely on the dealer network to build out the chargers and suck up the setup cost. Now dealers can potentially finance this with debt and get this done, but I doubt GM or any car company will be able to get consensus from the…
One massive advantage that I'm not sure most people realize quite yet is the Supercharger network. No manufacturer (other than Porsche talking about it recently) has actually built out chargers for their cars. Every other electric car has to rely on a broken, sparse, expensive charger network. Blink chargers and some ChargePoint chargers are expensive in many places ($2 an hour!), and Blink is notorious for having br…
How competitive will it be when all these model 3 owners start clogging them up?
Their response is to build more, of course, and to expand the current ones. I agree with the sibling that this is a good problem for Tesla to have, particularly as new Teslas are paying into those costs.
Earlier quoted context omitted.
How long do you think the current Supercharger network will be a large competitive advantage? I agree with Benedict Evan's point that electric charging will become a commodity: https://www.ben-evans.com/benedictevans/2018/8/29/tesla-soft...
Wouldn't it be awful if you could only buy Ford gasoline from Ford gas stations? The lock in model is attractive until you think about broader implication, I agree with Evans too that it will be a commodity race to the bottom for recharging, with cost introduced for the power
It appears Tesla shorts have lost . * Free cash flow of $881M for the quarter equates to $3.5B annualized. Current market cap is around $50B, so Tesla is trading for $50B / $3.5B = 14.3x annualized free cash flow. Even if this figure is not sustainable in the short to medium term, Tesla no longer looks that expensive. * $3.0B of cash and cash equivalents at quarter-end, increasing by $731M during the quarter -- consi…
I agree these numbers are, essentially, a spectacular turnaround over the past 6 months for which Tesla deserve enormous credit.
That said, current assets are $7.92 billion and current liabilities are $9.77 billion. It's one thing to have around three billion dollars of cash at hand, but not as great if you have three and half billion dollars of bills falling due soon.
Tesla's current ratio is below 1, they will need that positive cashflow to remain consistent to deal themselves out of debt in time.
Earlier quoted context omitted.
How long do you think the current Supercharger network will be a large competitive advantage? I agree with Benedict Evan's point that electric charging will become a commodity: https://www.ben-evans.com/benedictevans/2018/8/29/tesla-soft...
Wouldn't it be awful if you could only buy Ford gasoline from Ford gas stations? The lock in model is attractive until you think about broader implication, I agree with Evans too that it will be a commodity race to the bottom for recharging, with cost introduced for the power
The biggest difference here is that electricity, thankfully, is the same in any form, and the key differentiator is the speed at which you can deliver it. I definitely hope that we can agree on better, faster, common, charge delivery formats, but I wouldn't want to put a hamper on innovation, particularly when the electrical automotive industry is so nascent.
It appears Tesla shorts have lost . * Free cash flow of $881M for the quarter equates to $3.5B annualized. Current market cap is around $50B, so Tesla is trading for $50B / $3.5B = 14.3x annualized free cash flow. Even if this figure is not sustainable in the short to medium term, Tesla no longer looks that expensive. * $3.0B of cash and cash equivalents at quarter-end, increasing by $731M during the quarter -- consi…
Do you realize stock price is still well below the highs? How are the shareholders winners here?
Earlier quoted context omitted.
How long do you think the current Supercharger network will be a large competitive advantage? I agree with Benedict Evan's point that electric charging will become a commodity: https://www.ben-evans.com/benedictevans/2018/8/29/tesla-soft...
Wouldn't it be awful if you could only buy Ford gasoline from Ford gas stations? The lock in model is attractive until you think about broader implication, I agree with Evans too that it will be a commodity race to the bottom for recharging, with cost introduced for the power