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Hovedmeny

Tesla aksjer

Startet av Counterpointer, onsdag 28. november 2018, klokken 23:56

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Counterpointer

Sitat fra: Motorwatt på søndag 06. januar 2019, klokken 12:07
....mens fakta er at Tesla stort sett svinger i takt med børsene i USA, og dermed er langt utenfor Teslas kontroll.
Har ikke konkrete tall men synes det virker som Tesla har sine egne svingninger. Nasdaq har falt mye mens TSLA faktisk steg og nå etter nyttår så steg Nasdaq og TSLA falt.

Men som hovedtendens følger jo TSLA generell børskurs, og det er det jo ingenting de har kontroll over.

daktari

Synes forhåndssalg på ca 4000 på én måned, uten prøvekjøring, er bra. Mener å huske noen Volvo-nyheter der forhåndssalg av XC90 (2015?) og V90 (2016?) utgjorde ca 1000 hver, og dette ble feiret som en stor seier. Av nye biler i 2018 ble det solgt ca 12000 Golf og 10000 Leaf (tror det er inkl. parallellimport av ny-brukte), så det blir et spennende år for Tesla!
Mine videoer av Autopilot 2 Mine I-Pace videoer
2023 ID.4 GTX 2021 ID.4   2022 BMW iX40   2021 Model 3 LR   2019 Audi e-tron 55   2019 I-Pace HSE   2017 S90D

Amoss

Sitat fra: knut.aulie på fredag 04. januar 2019, klokken 22:09
Det han sier om produksjonen i Kina er verd å merke seg! Han snakker faktisk om at strømmen av biler kommer FRA Tesla i Kina til vesten!

Vel, ser ut til at han bommet her:
https://twitter.com/elonmusk/status/1082120550447792129
Sitat
Elon Musk @elonmusk
Svar til @jimcramer

Shanghai Giga output is just for greater China, not North America. Affordable cars must be made on same continent as customers.
Model S 85D

turfsurf

Sitat fra: Amoss på mandag 07. januar 2019, klokken 05:53
Vel, ser ut til at han bommet her:
Sitat
Elon Musk @elonmusk
Svar til @jimcramer
Affordable cars must be made on same continent as customers.
Vel, stemmer dette blir det en stund til vi ser Model 3 SR og Model Y SR i Europa.
Model Y P 2022 | BMW CE 04 2022 | x - e-tron 55 SB 2021  x - e-tron 50 SB 2021 | x - e-tron 50 2020 | x - Model 3 LR 2021 | x - I-Pace HSE 2019 |
x - i3 120Ah 2019 | x - Model X 100D 2017 | x - i3 60Ah 2015 | x - Model S 85D 2015  | x - Model S85 2013

Espen Hugaas Andersen

Man kan produsere rimelige biler for Europa i USA, men de ender opp med å bli dyrere enn de ellers ville vært, pga frakt o.l. Altså der en lokalt produsert Model 3 SR kanskje ville koste 300.000 kroner i Norge, så kan det hende at Model 3 SR produsert i USA vil koste 320.000 kroner.

Dette er en grei nok løsning inntil Tesla får bygget en fabrikk i Europa.
Model X 100D.
Cybertruck reservasjon.

Espen Hugaas Andersen

Forøvrig er det litt som forventet at de kun vil produsere SR i Kina. Tanken er at de skal produsere biler med lokalt produserte batterier (CATL? Samsung?), og da ser jeg for meg at batteripakkene neppe blir like gode som Panasonics batteripakker. Altså eksempelvis kan det hende at SR produsert i Kina vil veie 100 kg mer enn SR produsert i USA, men ha samme batterikapasitet, ~55 kWh. Kunden vil ikke merke særlig til forskjellen, men det betyr at det blir veldig vanskelig å produsere en LR med lokalt produserte batterier - det vil rett og slett ikke være plass til batteriene.
Model X 100D.
Cybertruck reservasjon.

JorEl

Kina spennende marked. STORT. 1,4mrd mennesker, under en promille kjøper Tesla og det blir bare solgt 1 million Teslaer :o
Tesla Model S75D 2018 MCU2 FSD HW3
"the car is driving itself, the driver is only there for legal reasons"

Motorwatt

Nå har vel neppe alle 1.4 milliarder førerkort eller 300.000.- CNY (Yuan)  å bruke på bil?  :D
Tesla S75D - 09/2018
__________________________________________________________________________________________________________

Sveinung1954

Kutter 7% av de ansatte...hvor mye skal aksjen ned idag? 5%, 10%?
First they ignore you, then they laugh at you, then they fight you, then you win.
  -- Mahatma Gandhi

noto

Ja, et sted der i mellom i følge pre market; ca 324 pt. Info om magert resultat i Q4 presser kursen mer enn slankingen av organisasjonen. Sistnevnte type melding pleier å ha motsatt effekt.

Espen Hugaas Andersen

Magert resultat i Q1, mener du. Profitten i Q4 skal være lavere enn Q3, men det er ikke spesifisert noe mer enn det. (Og analytikerne forventet ikke høyere profitt i Q4 enn i Q3.)

Kan virke som det vil fortsette å være noen fartshumper på veien til 500k Model 3 per år.
Model X 100D.
Cybertruck reservasjon.

noto

Jeg mente det jeg skrev. Q4 profit warning fra Elon tynger pre market. Mulig stemningen snur utover kvelden.

Espen Hugaas Andersen

Ok, da er jeg uenig. Det er mer utsiktene til Q1 og utover som tynger.
Model X 100D.
Cybertruck reservasjon.

Espen Hugaas Andersen

#133
Her er altså eposten:

As we all experienced first-hand, last year was the most challenging in Tesla's history. However, thanks to your efforts, 2018 was also the most successful year in Tesla's history: we delivered almost as many cars as we did in all of 2017 in the last quarter alone and nearly as many cars last year as we did in all the prior years of Tesla's existence combined! Model 3 also became the best-selling premium vehicle of 2018 in the US. This is truly remarkable and something that few thought possible just a short time ago.

Looking ahead at our mission of accelerating the advent of sustainable transport and energy, which is important for all life on Earth, we face an extremely difficult challenge: making our cars, batteries and solar products cost-competitive with fossil fuels. While we have made great progress, our products are still too expensive for most people. Tesla has only been producing cars for about a decade and we're up against massive, entrenched competitors. The net effect is that Tesla must work much harder than other manufacturers to survive while building affordable, sustainable products.

In Q3 last year, we were able to make a 4% profit. While small by most standards, I would still consider this our first meaningful profit in the 15 years since we created Tesla. However, that was in part the result of preferentially selling higher priced Model 3 variants in North America. In Q4, preliminary, unaudited results indicate that we again made a GAAP profit, but less than Q3. This quarter, as with Q3, shipment of higher priced Model 3 variants (this time to Europe and Asia) will hopefully allow us, with great difficulty, effort and some luck, to target a tiny profit.

However, starting around May, we will need to deliver at least the mid-range Model 3 variant in all markets, as we need to reach more customers who can afford our vehicles. Moreover, we need to continue making progress towards lower priced variants of Model 3. Right now, our most affordable offering is the mid-range (264 mile) Model 3 with premium sound and interior at $44k. The need for a lower priced variants of Model 3 becomes even greater on July 1, when the US tax credit again drops in half, making our car $1,875 more expensive, and again at the end of the year when it goes away entirely.

Sorry for all these numbers, but I want to make sure that you know all the facts and figures and understand that the road ahead is very difficult. This is not new for us – we have always faced significant challenges – but it is the reality we face. There are many companies that can offer a better work-life balance, because they are larger and more mature or in industries that are not so voraciously competitive. Attempting to build affordable clean energy products at scale necessarily requires extreme effort and relentless creativity, but succeeding in our mission is essential to ensure that the future is good, so we must do everything we can to advance the cause.

As a result of the above, we unfortunately have no choice but to reduce full-time employee headcount by approximately 7% (we grew by 30% last year, which is more than we can support) and retain only the most critical temps and contractors. Tesla will need to make these cuts while increasing the Model 3 production rate and making many manufacturing engineering improvements in the coming months. Higher volume and manufacturing design improvements are crucial for Tesla to achieve the economies of scale required to manufacture the standard range (220 mile), standard interior Model 3 at $35k and still be a viable company. There isn't any other way.

To those departing, thank you for everything you have done to advance our mission. I am deeply grateful for your contributions to Tesla. We would not be where we are today without you.

For those remaining, although there are many challenges ahead, I believe we have the most exciting product roadmap of any consumer product company in the world. Full self-driving, Model Y, Semi, Truck and Roadster on the vehicle side and Powerwall/pack and Solar Roof on the energy side are only the start.

I am honored to work alongside you.

Thanks for everything,
Elon

Denne setningen er ikke positiv, akkurat... "This quarter, as with Q3, shipment of higher priced Model 3 variants (this time to Europe and Asia) will hopefully allow us, with great difficulty, effort and some luck, to target a tiny profit."
Model X 100D.
Cybertruck reservasjon.

noto

Jo, jo. Begge deler selvsagt, men lavere profitt i Q1 lå mer i kortene enn skuffelse i Q4. Superprofitten skyves uansett stadig lengre vekk.

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