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Tesla Financial Results 2019 Q4

ir.tesla.com

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Re: Tesla Financial Results 2019 Q4

#311

Post by Sohcahtoa82 »

IshKebab wrote: post #295
Sohcahtoa82 wrote: post #162

Earlier quoted context omitted.

Other car manufacturers are missing what makes Tesla do so well. It's a lot of things, really. Range, performance, the hope of self-driving, the supercharging network (Which is much bigger than people think!), and of course, the fact that they look like normal cars. Most other EVs like the Leaf are either incredibly lacking in range and performance, or they're incredibly ugly like the BMW i3. Then you've got cars lik…

I went to a supermarket in the UK recently that had an electric car charging area, with space for around 8 cars. Guess what the maximum charging power was? 7 kW. Seven! What is the point of that?

7 kW would take ~11 hours to recharge a Model 3 LR/Perf battery.

The only place a 7 kW charger should be considered acceptable is at home, a hotel, or the workplace. A supermarket where you're likely to only be parked up to an hour? Nah, that needs to be much more.

Re: Tesla Financial Results 2019 Q4

#312

Post by Sohcahtoa82 »

speedgoose wrote: post #197
Sohcahtoa82 wrote: post #162

Earlier quoted context omitted.

Other car manufacturers are missing what makes Tesla do so well. It's a lot of things, really. Range, performance, the hope of self-driving, the supercharging network (Which is much bigger than people think!), and of course, the fact that they look like normal cars. Most other EVs like the Leaf are either incredibly lacking in range and performance, or they're incredibly ugly like the BMW i3. Then you've got cars lik…

Many EVs have a good enough range and more than good enough performances. Sure a ipace or etron don't drive as far as a equivalent Tesla, but sometimes you don't need that. Also, we are many to love the i3 look. It's a matter of tastes.

> Many EVs have a good enough range and more than good enough performances.

Range is good enough for daily driving, sure.

More than good enough performance? Subjective and debatable. I frequently hear about all the instant torque of an EV, but all it takes is a ride in a Leaf to learn that this really only applies to Teslas and the more sport-intended EVs. In other words, not the Leaf. Sure, the torque is still instant, but its...not a lot.

But the range...we need more 300+ mile EVs that support 150+ kW charging in order to overcome people's range anxiety for road trips, not to mention more 150+ kW chargers. I'm taking my Model 3 Performance on a 2,250 mile road trip later this year, and it'll be my first EV road trip. I'd be lying if I didn't say that I'm feeling a little anxious about it. I've planned the crap out of my stops (Thanks to sites like ABRP), but still a little nervous. If I had a SR Model 3, I'd probably just say forget it and take my wife's CRV.

Re: Tesla Financial Results 2019 Q4

#313

Post by reitzensteinm »

grecy wrote: post #298
reitzensteinm wrote: post #272

Earlier quoted context omitted.

Can you please link me to this press release?

Press release for what?

This: "Mercedes actually just put out a press release that said they can't build enough electric cars because they can't build enough batteries, because Tesla acquired the company they were going to use in 2016. "

Re: Tesla Financial Results 2019 Q4

#314

Post by jonplackett »

speedgoose wrote: post #285
jonplackett wrote: post #277

Earlier quoted context omitted.

I realised awhile back how my brain works when I buy stuff. Most of my happiness with something I buy is based on regret or not. I know that if I buy an electric car that isn’t a Tesla, whenever that car bugs me, I will think ‘damn it, I wish I bought a Tesla’ But if I buy a Tesla, I’m not going to think it wish ‘I’d bought a leaf’ That’s just me. I don’t even have an electric car yet. But my name is down for the cyb…

I understand you well. However, it's a lot simpler when you can't afford or justify buying the fancy car. I bought an used electric car with a tiny range to commute and every time I did long trips with it I wished I got a Tesla with a five times bigger battery. But then I think about it, I do not regret not spending the money on a Model S, renting a long range car a few times a year, and buying a bigger flat with the…

But a model 3... maybe?

Re: Tesla Financial Results 2019 Q4

#315

Post by optimiz3 »

xkjkls wrote: post #309
optimiz3 wrote: post #283

Earlier quoted context omitted.

Our TSLA brokerage accounts thank you and your /r/RealTesla brethren for your sacrifice.

Well, let's check back next year. The bears are already 1-0 against Elon Musk, given that a large percentage of Tesla bears were originally short SolarCity.

Bears are down over 5B in mark to market losses. Sure, call that 1-0.

Re: Tesla Financial Results 2019 Q4

#316

Post by xkjkls »

optimiz3 wrote: post #315
xkjkls wrote: post #309

Earlier quoted context omitted.

Well, let's check back next year. The bears are already 1-0 against Elon Musk, given that a large percentage of Tesla bears were originally short SolarCity.

Bears are down over 5B in mark to market losses. Sure, call that 1-0.

Tesla has lost -6.5 billion, so, yeah, I'd still stick with the Bears.

Re: Tesla Financial Results 2019 Q4

#318

Post by aeternum »

300bps wrote: post #202
ninth_ant wrote: post #199

Earlier quoted context omitted.

What you describe would be the “bull case” dozens of billions in valuation ago. Right now we are quite disconnected from that, in my analysis. To justify their current valuation, the “bull case” is for them to dominate the entire automative industry (not just the EV segment) and do an Amazon-like turnaround of losses into profitability. Anything short of that, their valuation is ludicrous.

Tesla is not just a car manufacturer though right? They are a solar company and battery company too. They could conceivably have astronomical growth in both of those segments.

And that's not all. They are also now a chip maker, an insurance company, a technology company with some of the leading research and IP in self-driving, and also leaders in automated manufacturing.

Re: Tesla Financial Results 2019 Q4

#319

Post by natmaka »

xkjkls wrote: post #301
natmaka wrote: post #299

Earlier quoted context omitted.

Many setups I saw (PV) are mainly maintained by being washed by rain, and I fail to understand why the maintenance of a (non obsolete) home solar panel would be expensive (neglecting vandalism/theft)(?) Moreover energy produced by solar panels in homes is locally consumed, therefore there is no maintenance (nor any non-neglectable cost or loss) related to distribution (they are non neglectable).

Solar panels and accompanying equipment break. It’s much easier to maintain a centralized installation than having people need to travel for service.

Home thermo solar (solar water heating) sometimes breaks (pump...) but a home setup is so simple many owners can repair it themselves, and nearly all can easily find a local serviceman, a competent plumber can tackle most problems.

As for photovoltaic a home system seems very robust to me, even serious hail cannot damage it (some windshields will break under it way before the panels!).

I completely fail to see even a single and most prominent problem.

In a sunny geographical zones there usually are many user, and a is local service offering.

Re: Tesla Financial Results 2019 Q4

#320

Post by woodandsteel »

xkjkls wrote: post #230
woodandsteel wrote: post #174

Earlier quoted context omitted.

At 500k per year they were still nowhere near meeting global demand, and they decided to move sales away from markets they were already well-established in, and into new ones. The nice thing about this disagreement we are having is it will be settled by what happens in the next year. I say Tesla's sales will go up strongly now that it has another factory. I take it you think they won't, and all that new capacity will…

Again they produced 367k, not 500k, like they claimed they could. If they could produce 500k, why claim they could, and why didn’t they? And I would say Tesla’s revenue growth will start to flatline, yes, as the last two quarters have shown.

Their production capacity increased in every quarter. By the end of the year it was at a 500k per year rate. And it is continuing to go up rapidly, now that it has a new factory.
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