Tesla Q4 2018 Earnings Letter

Post by NickM » Wed, Jan 30, 2019, 10:49 PM UTC

Cyclone_ wrote: post #17

I think Tesla may start to face issues when the other automakers start coming out with electric cars within the next few years. I sold off all my stock in Tesla, although I think they may still be a good short term bet. The supercharger network and cool factor is their big advantage at the moment, but I think in the future they won't do as well when there's more competition.

Post by farisjarrah » Wed, Jan 30, 2019, 10:59 PM UTC

Cyclone_ wrote: post #17

I think Tesla may start to face issues when the other automakers start coming out with electric cars within the next few years. I sold off all my stock in Tesla, although I think they may still be a good short term bet. The supercharger network and cool factor is their big advantage at the moment, but I think in the future they won't do as well when there's more competition.

Post by RobLach » Wed, Jan 30, 2019, 11:02 PM UTC

threeseed wrote: post #15

chollida1 wrote: post #2

Pre: - Will they give guidance on Model 3, Geographic breakdown(most other peers do)? - how many sales are high end cars vs low end? - TSLA down 11% on year vs market up 5ish - convertable debt issue, we're now in the 20 day average window, option implied vols show market doesn't think they'll make it - Elon commented that they could pay bond w cash and didn't seem concerned, cash balance is up, though so are short t…

For me the next couple of years are going to make or break Tesla. You have pretty much every car manufacturer releasing flagship electric cars in 2019/2020. And most of them are either cheaper than Tesla or offer far more value i.e. premium branding and better interiors. And whilst they have their Supercharger network I suspect that pretty soon we will governments intervening to regulate standards and build out infra…

Post by MBCook » Wed, Jan 30, 2019, 11:09 PM UTC

danhak wrote: post #24

NickM wrote: post #21

Earlier quoted context omitted.

I think Tesla may start to face issues when the other automakers start coming out with electric cars within the next few years. Perhaps, but people have been saying exactly this about Tesla for the last ten years now. Hasn’t been an issue for them yet, despite much improvement in the EV offerings from other manufacturers.

Not only has it not been an issue...Tesla's share of plug-in sales has been increasing dramatically year over year. Cadillac ELR, BMW i3, Chevy Volt, Chevy Bolt were all billed and hyped as "Tesla Killers" upon launch. https://insideevs.com/monthly-plug-in-sales-scorecard/ To date, no other manufacture has announced any plans to procure enough battery supply to produce cars in comparable volume to Tesla.

Post by drudru11 » Wed, Jan 30, 2019, 11:26 PM UTC

threeseed wrote: post #20

anilshanbhag wrote: post #11

Looks like everyone is worried about a few percentage points up and down in financial numbers. There are three keys points I took away: 1) We expect the capital spend per unit of capacity for this factory to be less than half of that of our Model 3 line in Fremont. 2) Since Model Y will be built on the Model 3 platform and is designed to share about 75% of its components with Model 3, the cost of the Model Y producti…

> Tesla is significantly ahead of the pack so far Not really. Audi e-tron, Jaguar iPace and BMW i3 are all well reviewed. And 2019/2020 will see a wave of car companies e.g. Hyundai, Mercedes entering the market including plenty of interesting startups coming out of China. So Tesla is going to need far more to differentiate themselves than just range.