Tesla hugely exceeded expectations last quarter
arstechnica.com
Tesla hugely exceeded expectations last quarter
1–10 of 16 posts
Re: Tesla hugely exceeded expectations last quarter
#2They "hugely exceeded" huh? Not bigly? Come on Donald, you need to be running the country not wasting time online...
Re: Tesla hugely exceeded expectations last quarter
#3The truth is probably in the middle, which no one wants to write. They probably do need to raise cash, and the stock is probably a little over valued, but they will make it. It is possible to goose cash flow for a quarter, but it will be more persuasive if they can do it over a series of quarters. But if they do need to raise money there is good reason to believe they can.
One of the effects of getting news in a click bait format is that every story is X will change the world, X will take over the world, X is going bankrupt. There's no story in X will be a normal company.
Re: Tesla hugely exceeded expectations last quarter
#4The truth is probably in the middle, which no one wants to write. They probably do need to raise cash, and the stock is probably a little over valued, but they will make it. It is possible to goose cash flow for a quarter, but it will be more persuasive if they can do it over a series of quarters. But if they do need to raise money there is good reason to believe they can. One of the effects of getting news in a clic…
Even if Tesla achieved as expected, it's very far from being just a normal company. As a person who suffers from air pollution every day, I'm really thankful for Tesla employees for working on decreasing this constant suffering in the future. In my view Tesla is changing the world.
Re: Tesla hugely exceeded expectations last quarter
#5The truth is probably in the middle, which no one wants to write. They probably do need to raise cash, and the stock is probably a little over valued, but they will make it. It is possible to goose cash flow for a quarter, but it will be more persuasive if they can do it over a series of quarters. But if they do need to raise money there is good reason to believe they can. One of the effects of getting news in a clic…
They could probably say "Tesla is gonna be a normal company-here's why" and everyone would still click by reflex.
Re: Tesla hugely exceeded expectations last quarter
#6The truth is probably in the middle, which no one wants to write. They probably do need to raise cash, and the stock is probably a little over valued, but they will make it. It is possible to goose cash flow for a quarter, but it will be more persuasive if they can do it over a series of quarters. But if they do need to raise money there is good reason to believe they can. One of the effects of getting news in a clic…
Nothing strikes as particularly normal about Tesla. We're looking at brilliant execaution here of a growth business at massive scale in an industry that hasn't been disrupted like this since Japanese companies entered the game.
Re: Tesla hugely exceeded expectations last quarter
#7The truth is probably in the middle, which no one wants to write. They probably do need to raise cash, and the stock is probably a little over valued, but they will make it. It is possible to goose cash flow for a quarter, but it will be more persuasive if they can do it over a series of quarters. But if they do need to raise money there is good reason to believe they can. One of the effects of getting news in a clic…
Even if Tesla achieved as expected, it's very far from being just a normal company. As a person who suffers from air pollution every day, I'm really thankful for Tesla employees for working on decreasing this constant suffering in the future. In my view Tesla is changing the world.
You bring up a phenomenal point.
Even though modern gasoline especially in California burns quite clean, it's easy to forget that every bus and truck out there is burning horrendous diesel.
I was in the New York Port Authority Bus Terminal for a few hours the other day and it just felt toxic, I felt so bad for people who spend time there every single work day of their lives.
Let alone the vast majority of the world's population whose streets are completely choked up with buses and completely dirty fuels. It'll take a while but you're right this is going to seriously change lives at grand scale.
Re: Tesla hugely exceeded expectations last quarter
#8Related discussion: https://news.ycombinator.com/item?id=18295942
Re: Tesla hugely exceeded expectations last quarter
#9The truth is probably in the middle, which no one wants to write. They probably do need to raise cash, and the stock is probably a little over valued, but they will make it. It is possible to goose cash flow for a quarter, but it will be more persuasive if they can do it over a series of quarters. But if they do need to raise money there is good reason to believe they can. One of the effects of getting news in a clic…
Nothing strikes as particularly normal about Tesla. We're looking at brilliant execaution here of a growth business at massive scale in an industry that hasn't been disrupted like this since Japanese companies entered the game.
Disruptions normally result from a newcomer finding a new way to do things that legacy companies can't keep up with or compete with. A problem for Tesla is that many of the big car makers are joining in on the "disruption" and doing so very well, making it more of an industry evolution than disruption.
Another problem for Tesla is having only 5 quarters of positive cashflow out of 35. A single quarter hints at a turn around but there needs to be several positive quarters in a row to prove that it's not just an accounting trick (e.g. by counting more income in the quarter and delaying payments & write downs).
Don't get me wrong, I'm not anti-Tesla, but living in Oslo I see a lot of electric cars and Teslas are no longer the majority. Plus the Tesla repair workshop near me is always full, which isn't a great sign!
Re: Tesla hugely exceeded expectations last quarter
#10The truth is probably in the middle, which no one wants to write. They probably do need to raise cash, and the stock is probably a little over valued, but they will make it. It is possible to goose cash flow for a quarter, but it will be more persuasive if they can do it over a series of quarters. But if they do need to raise money there is good reason to believe they can. One of the effects of getting news in a clic…
Even if Tesla achieved as expected, it's very far from being just a normal company. As a person who suffers from air pollution every day, I'm really thankful for Tesla employees for working on decreasing this constant suffering in the future. In my view Tesla is changing the world.
Well, I hope power generation at your location isn't coal-fired.
Ars technica even has an article about sudden EV-charging power demand may force electricity company to fire up coal-plants for the load, which causes even more pollution. If they have a set schedule and not cause a shock load, then the power company can stick with more of the renewables.
It isn't the silver bullet that everyone claims it to be - don't look too hard at the manufacturing either.