Tesla aksjer

[emurof]

Her bør nok også de som hater EM ta en pust i bakken og se på de iskalde fakta. Faktum er at MS ble tatt i løgn, og han ble avslørt som en betalt "shill". Faktum er at sortere og hatere er ute etter å slenge så mye negativt de bare kan om Tesla for å tjene penger på det, eller rett og slett for å ødelegge.

Nei, MS har ikke blitt tatt i løgn.

Han har nok dessverre det. Han kom konsekvent med løgner.

[emurof]

Han kom med usann informasjon som påviket markedet.

Men informasjonen var jo ikke usann:

https://nordic.businessinsider.com/sec-wrong-to-sue-elon-musk-for-fraud-lawyer-2018-9

Her bør nok også de som hater EM ta en pust i bakken og se på de iskalde fakta. Faktum er at MS ble tatt i løgn, og han ble avslørt som en betalt "shill". Faktum er at sortere og hatere er ute etter å slenge så mye negativt de bare kan om Tesla for å tjene penger på det, eller rett og slett for å ødelegge.

Ei heller sant.. MS var ikke betalt av andre enn SA for sine artikler. Igjen kom med fakta ikke bare røvershistorier som blir til sannheter i ekko kamrene du/dere leser og tror har noe med sannhet å gjøre!

M-Septic hadde oljeinteresser og var aktivt ute med løgn og falsk informasjon om Tesla.

Uansett dette handler ikke om MS dette handler om mr Short burn of the Centory Mr Musk og det må være tungt som long å se hva han og han alene har klart av scoringer av selvmål i det siste? Helt uten hjelp fra andre!

Vel, det gjenstår å se. Det er noe som lukter rart av SECs søksmål. Ikke bare det at forslaget til "settlement" var ekstremt tannløst, der Musk bare måtte betale en nærmest symbolsk sum og ikke engang måtte innrømme skyld, men også ting som at SEC-sjefen er utnevnt av Trump og andre ting som skurrer.

[Huskestue]

Ser nå ikke ut til at markedet reagerer så kraftig, har ligget rundt 270 siden åpning i dag.
Volumet er heller ikke spesielt høyt.
Ryktene om Tesla's snarlige død ser ut til å være noe overdrevet.

Volum i dag var over 31M aksjer (260 laveste nivå i løpet av dagen) det var vel 3 eller 44 millioner post market i går. Dvs det var mange aksjer som skiftet hender. Hvem solgte hvem kjøpte, institusjonelle til retail, shots som covrer?

Jeg personlig synes det er rart at ikke kursen gikk lenger ned i dag.

Blir spennende å se reaksjonene på produksjons tallene neste uke (tirsdag eller onsdag?), hva er priset inn allerede av leveranser. Blir markedet positivt eller negativt overasket? Kommer det andre overraskelser? Ingen ting er umulig med denne aksjen!

[geear]

Gr Musk er CEO og styreformann i ett børsnotert selskap. Han er primær insider. Det forplikter at info han kommer med i en ofesiell kanal for selskapet (som tvitter er definert som) er sann. Om dette driver kursen opp eller ned er helt irellevant. Bevegelsen denne dagen er irrlelevant. Han kom med usann informasjon som påviket markedet.

Å mene at en CEO og/eller syreformann (eller annen innsider) i noe selskap skal gjøre dette er OK sier meg a man bør holde seg unna børsen for da vet man ikke hva man driver med.

Men meg om det lever fint med at du er uenig i det, det er dine penger.

Er det ikke ganske ironisk at du sitter og bruker tid på å kritisere at noen har kommet med det du mener er feilaktig informasjon, samtidig som du selv nekter å underbygge dine egne påstander?

Jeg har aldri sagt at det han har gjort er OK, er bare interessert i at riktig informasjon kommer frem. Du bidrar ikke akkurat i den retningen.

[Huskestue]

Han kom med usann informasjon som påviket markedet.

Men informasjonen var jo ikke usann:

https://nordic.businessinsider.com/sec-wrong-to-sue-elon-musk-for-fraud-lawyer-2018-9

Her bør nok også de som hater EM ta en pust i bakken og se på de iskalde fakta. Faktum er at MS ble tatt i løgn, og han ble avslørt som en betalt "shill". Faktum er at sortere og hatere er ute etter å slenge så mye negativt de bare kan om Tesla for å tjene penger på det, eller rett og slett for å ødelegge.

Ei heller sant.. MS var ikke betalt av andre enn SA for sine artikler. Igjen kom med fakta ikke bare røvershistorier som blir til sannheter i ekko kamrene du/dere leser og tror har noe med sannhet å gjøre!

M-Septic hadde oljeinteresser og var aktivt ute med løgn og falsk informasjon om Tesla.

Uansett dette handler ikke om MS dette handler om mr Short burn of the Centory Mr Musk og det må være tungt som long å se hva han og han alene har klart av scoringer av selvmål i det siste? Helt uten hjelp fra andre!

Vel, det gjenstår å se. Det er noe som lukter rart av SECs søksmål. Ikke bare det at forslaget til "settlement" var ekstremt tannløst, der Musk bare måtte betale en nærmest symbolsk sum og ikke engang måtte innrømme skyld, men også ting som at SEC-sjefen er utnevnt av Trump og andre ting som skurrer.

Hvilke olje interesser hadde MS? Please facts!

Når det gjelder SEC så ser jeg at menigheten går full tinfoil og konspirerer i det vide og det brede det er latterlig.

Formålet med SEC ble opprettet:

"The SEC had four missions. First and most important was to restore investor confidence in the securities market, which had practically collapsed because of doubts about its internal integrity, and fears of the external threats supposedly posed by anti-business elements in the Roosevelt administration. Second, in terms of integrity, the SEC had to get rid of the penny-ante swindles based on fake information, fraudulent devices, and unsound get-rich-quick schemes. That unsavory element had to be prosecuted and shut down. Thirdly, and much more important than the outright frauds, the SEC had to end the million-dollar insider maneuvers by top officials of major corporations, whereby insiders with access to much better information about the condition of the company knew when to buy or sell their own securities. A crackdown on insider trading was given high priority. Finally, the SEC had to set up a complex system of registration for all securities sold in America, with a clear-cut set of deadlines, rules and guidelines that everyone had to follow."

Hvis SEC skal krittiseres for noe så er det at de ikke har slått til mot Musk sin tvitring av informasjon og andre aksje kurs PR stunt som har vært kursdrivende men som aldri har blitt noe av.

Listen er lang litt noen få eksemper

Super sharger stasjoner som er soldrevet og som leverer strøm på nettet
FSD kapabel hardware installert i alle biler
Kyst til kyst selvkjøring
Vi sliter med å levere biler så nå bygger vi våre egne bilhengere (!)
Solar roof tiles, noen som har sett disse?
No hands lade tilkoling.
Sende roadster ut i rommet
Husker dere the klassikeren battery swap station? Kjappere enn å fylle tanken på en ICE bil! Noen i menigheten trodde faktisk dette var fysisk mulig på model S...

Listen over tvitter kurs drivende "stunt" er LANG og SEC skulle slått ned på dette for lenge siden.

[Hodetelefoner]

"Fredagen gikk med på fyll og trolling på elbilforum.no.
Gjorde meg ferdig i 12 tiden. Før jeg gikk igjennem Facebook profilen til gamle venninner "

Resten av oss gidder neppe fortelle deg om batteri swap, selvkjørende biler og ladekabler

[Øyvind.h]

Kunne vurdert å gå løs på listen ja. Men er ikke verd min tid

[emurof]

Hvilke olje interesser hadde MS? Please facts!

Det var derfor han fikk sparken da identiteten hans ble avslørt.

Når det gjelder SEC så ser jeg at menigheten går full tinfoil og konspirerer i det vide og det brede det er latterlig.

Hva så? Det er interessant å gå SEC etter i sømmene, og det er mye som ikke stemmer. Kanskje har de rent mel i posen, kanskje ikke. Uansett skader det ikke å undersøke og være kritisk.

Formålet med SEC ble opprettet:

Fint med fagre ord, men hva hjelper det når det hele blir hjelpeløst?

Hvis SEC skal krittiseres for noe så er det at de ikke har slått til mot Musk sin tvitring av informasjon og andre aksje kurs PR stunt som har vært kursdrivende men som aldri har blitt noe av.

Listen er lang litt noen få eksemper

Det er ikke ulovlig å snakke om ting man planlegger eller har gjort alt.

[Jejl]

Husker dere the klassikeren battery swap station? Kjappere enn å fylle tanken på en ICE bil! Noen i menigheten trodde faktisk dette var fysisk mulig på model S...

Listen over tvitter kurs drivende "stunt" er LANG og SEC skulle slått ned på dette for lenge siden.

Hva mener du? Det har jo vært en batteribyttestasjon som kunne bytte batteri på 2 min på model S, men folk ville ikke betale for det og ville heller ha gratis superlading.

[Espen Hugaas Andersen]

Hvis SEC skal krittiseres for noe så er det at de ikke har slått til mot Musk sin tvitring av informasjon og andre aksje kurs PR stunt som har vært kursdrivende men som aldri har blitt noe av.

Listen er lang litt noen få eksemper

Super sharger stasjoner som er soldrevet og som leverer strøm på nettet
FSD kapabel hardware installert i alle biler
Kyst til kyst selvkjøring
Vi sliter med å levere biler så nå bygger vi våre egne bilhengere (!)
Solar roof tiles, noen som har sett disse?
No hands lade tilkoling.
Sende roadster ut i rommet
Husker dere the klassikeren battery swap station? Kjappere enn å fylle tanken på en ICE bil! Noen i menigheten trodde faktisk dette var fysisk mulig på model S...

Listen over tvitter kurs drivende "stunt" er LANG og SEC skulle slått ned på dette for lenge siden.

Ingenting av dette er i det hele tatt kritikkverdig. På noen av punktene er det klart at Musk har vært i overkant optimistisk på tidsaspektet, og noen ideer har Tesla gått bort i fra. Noen kommentarer:

Model S kunne gjennomføre battery swap, helt frem til titan-skjoldet for å hindre kollisjoner med veiskrot ble innført på Model S. De kunne videreutviklet battery swap, men manglende etterspørsel gjorde at Tesla droppet det.

Om du skal kritisere at det ble skutt opp en Roadster så må du være en *virkelig* grinete gammel gubbe. Hater du også månelandingene? Kattunger?

Solcelletaket rulles ut i økende skala. F.eks: https://electrek.co/2018/04/02/tesla-solar-roof-customer-installation-working/

Jeg gidder ikke ta for meg hele listen.

[Huskestue]

Hvilke olje interesser hadde MS? Please facts!

Det var derfor han fikk sparken da identiteten hans ble avslørt.

Sparken fra hva? MS jobber der han har gjort de siste årene og har IKKE fått sparken fra noe men sluttet en periode å skrive på SA pga trusler fra Musk. Han er i beste velgående fortsatt ansatt som forvalter for en privat familie formue på en milliar dollar + og skal ikke se bort fra at han får pengene til å vokse fortere enn TSLA kursen de siste 3 årene.

[Huskestue]

En liten liste av MUSK brutte løfter.

Nei jeg regner ikke med at noen burker tid på å tilbakevise alle og dette blir selvsagt avskrevet som FUD fra SA.

From quarterly investor letters:

2011 Q3 letter:

1. "Since we are leveraging the Model S architecture and powertrain for Model X, we continue to anticipate that Model X can be brought to production quickly for first customer deliveries in late 2013, with volumes ramping to 10,000 - 15,000 units per year beginning in 2014"

2011 Q4 letter (includes full year guidance):

2. Deliver 5,000 Model S in 2012 (actual 2,650)

3. Revenues of $550-$600 million in 2012 (actual $413 million)

4. Q1 gross margin in high 30% range (actual 34%)

5. Q2 gross margin of around 30% (actual 18%)

6. Q3 gross margin to be positive (actual negative 17%)

7. Q4 gross margin tracking towards 25% target (actual 8%)

8. Stock-based compensation of $40-$45 million (actual $50.15m)

2012 Q1 letter:

9. Yearly revenue guidance raised to $560-$600m (see above)

10. Q2 revenues comparable to Q1 level (Q1 was $30.2m, Q2 was $26.7m)

11. Gross margin guidance trends reiterated (see above)

2012 Q2 letter:

12. Yearly revenue guidance maintained (see above)

13. Model S delivery forecast reiterated (see above)

14. 500 deliveries in Q3 (actual "above 250")

15. R&D spending will be flat in Q4 (actually rose 11.2%)

2012 Q3 letter:

16. Q4 deliveries of 2,500 to 3,000 (actual about 2,400)

2012 Q4 letter (includes full-year guidance):

17: "Longer term, regulatory credit revenue should decline relative to our automotive sales as we grow our sales outside the United States and earn fewer credits on the smaller battery packs. While we will pursue opportunities to monetize the credits we earn from the sales of our vehicles, we do not need to rely on such sales to be a significant contributor to gross margin, and our business model is not predicated on such credits." Without sales of credits, Tesla would have lost hundreds of millions more and burned through even more cash, necessitating additional capital raises.

2013 Q1 letter:

18. Expect to be roughly breakeven in operating cash flow in Q2 (actual was negative $38.2 million)

2013 Q3 letter:

19. Expect SG&A expenses to rise sequentially by about 20% in Q4 (actual was 31.7%)

2013 Q4 letter (includes full year guidance):

20. Expect to deliver 35,000 vehicles in 2014 (actual under 32,000)

21. Expect gross margins to hit 28% in Q4 (actual 26.7% non-GAAP and 27.4% GAAP, but 22.0 when excluding ZEV credits)

22. Operating expenses in Q1 to grow 15% (actual 17.2%)

23. "With this facility (The "gigafactory"), we feel highly confident of being able to create a compelling and affordable electric car in approximately three years." 4.5 years later, the affordable vehicle still did not exist.
2014 Q1 letter:

24. Expect to be slightly free cash flow negative for year before considering equity required for leasing (yearly free cash flow was negative $1.03 billion)

25. Expect to lease about 200 vehicles in Q2 (only leased 158)

2014 Q2 letter:

26. Provided that we execute well and there are no serious macroeconomic shocks, Tesla's annualized delivery rate should exceed 100,000 units by the end of next year. (Quarterly deliveries in Q4 2015 were less than 17,500)
27. China has almost 10 times as many cities with more than 1 million people compared to the United States, so we believe the opportunity is substantial. (4 years later, deliveries to Asia remain a fraction of US deliveries)

28. R&D expenses to grow about 20% sequentially (actually 26.1%)

2014 Q3 letter:

29. "Investing to increase production to 2,000 vehicles a week by end of 2015." (Only produced 14,000 in Q4 2015)

30. Expect to deliver 33,000 vehicles in 2014 (see above)

31. Expect to earn $0.30 to $0.35 per share, non-GAAP (actual was a $0.13 per share loss)

32. ZEV credit revenue expected to be quite minimal (actual was $66 million, nearly 7% of total GAAP revenue for quarter)

33. Q4 non-GAAP operating expenses are expected to grow sequentially by just under 10% for R&D and SG&A as we wind down Dual Motor development. (Actually rose by 15.5%)
2014 Q4 letter (includes full-year guidance):

34: Expect 55,000 S and X deliveries in 2015 (actual just over 50,000)

35: Target of 30% gross margin for Model S in Q4 (target eventually pushed back a year)

36. Expect operating expenses to grow 40%-50% (actual 53.5%)

37. Expect a significantly higher level of non-GAAP profitability (actually lost $2.30 per share)

2015 Q1 letter:

38: Expect Q2 non-GAAP automotive gross margin excluding SBC just under 25% (actual 23.9%)

39. Expect Q4 services and other gross margin to be slightly better than breakeven (actual was negative 2.1%)

40. We expect to sell about $15 million of our regulatory credits in Q2, including about $5 million of ZEV credit sales. (Actual was $27 million and $14 million, respectively)

2015 Q2 letter:

41: Production and demand of 1,600 to 1,800 units per week in 2016 (fell short on demand by quite a bit)

42. $30 million of ZEV credit sales in Q3 (actual was $39 million)

2015 Q3 letter:

43: Expect Q4 automotive gross margin, non-GAAP, to decline just slightly from Q3 (actually declined 280 basis points)

44: Expect Q4 services and other gross margin to remain positive (see above)

45: Operating expenses in Q4 should increase slightly (actually increased by $63.7 million or 15.4%)

46. Expect to produce 15,000 to 17,000 vehicles in Q4 (actual 14,037)

47. Do not expect to sell any ZEV credits in Q4 (actual $8 million)

2015 Q4 letter (includes full-year guidance):

48. Expect to generate positive net cash flow (actual was negative $1.4 billion)

49. Expect to achieve non-GAAP profitability for year (actual was a $2.87 per share loss)

50. Expect to fund capex without accessing any outside sources other than those that support leasing and financing activities (company raised $1.7 billion alone from stock sales)

51. Expect to open 80 retail locations and service centers (actual 55)

52. Expect to energize about 300 new supercharger locations (actual 208)

53. Plan to deliver 80,000 to 90,000 Model S and X (guidance later reduced for second time)

54. Expect to deliver 16,000 vehicles in Q1 (actual 14,820 at initial delivery announcement)

55. By year end, Model S gross margin to approach 30% and Model X to approach 25% (Actual automotive gross margin was 22.6% in Q4, 22.2% excluding SBC and ZEV)

56. Total operating expenses should increase by 20% (actual increase was 38.1%, despite above mentioned cutbacks to supercharger locations, retail/service locations)

Q1 2016 letter:

57. Expect Q2 deliveries to be 17,000 vehicles (actual was 14,402)

58. Expect to produce 20,000 vehicles in Q2 (actual was 18,345)

59. Maintain full year delivery guidance (see above)

60. Maintain gross margin guidance for end of year (see above)

61. Operating expenses to rise by 20%-25% for year (see above)

62. Expect capex to be 50% higher than previous $1.5 billion target (actual $1.28 billion)

Q2 2016 letter:

63. 50,000 deliveries for second half of year (actual 47,073)

64. Plan to exit Q3 at production of 2,200 per week (for S/X), increase to 2,400 per week in Q4 (did not reach either, still have not hit 2,400 a week even in Q2 2018 and using just 12 weeks in quarter)

65. Expect GAAP and non-GAAP automotive gross margins to increase by 2-3 percentage points through Q3/Q4 (actual was a decline of 0.5 points for GAAP, increase of 0.3 points for non-GAAP)

66. Operating expenses to rise about 30% (see above)

67. Reiterating capex guidance for $2.25 billion (see above)

Q3 2016 letter:

68. Q4 plan of just over 25,000 vehicles to meet second half target (actual was 22,252)

69. Reiterate gross margin guidance (see above)

70. Reiterate operating expense guidance (see above)

71. Reduce capex guidance to $1.8 billion (see above)

72. "With the previously announced plan to acquire SolarCity, we look forward to making solar as compelling as electric vehicles." (Less than two years later, solar deployments are plunging and massive reorganization was completed)

Q4 2016 letter:

73. GAAP gross margins should recover in Q1 2017 to Q3 2016 levels (actually declined by 200 basis points)

74. Non-GAAP automotive gross margins to expand further in Q2. (Actually declined by almost 300 basis points)

75. As this transition progresses, we see a return to growth of MW deployed later this year to help us generate the cash and realize the cost synergies we projected prior to the acquisition. As TeslaCharts has graphed here, MW deployed plunged in every quarter in 2017.

Q1 2017 letter:

76. Non-GAAP gross margins to be 250 basis point decline - (actual was 285 basis points)

Q2 2017 letter:

77. Consequently, we expect non-GAAP automotive gross margin to temporarily dip below 20% in Q3, before recovering in Q4 and beyond. (At Q3 2017 report, company now expects 15% margin in Q4).

78. For the second half of 2017, we expect strong improvement in operating leverage as revenue should significantly increase in the second half of the year as compared to the first half, while operating expenses should remain essentially flat. (In the second half, operating expenses were more than $188 million higher than the first half).

79. Company expects to hit production run rate of 5,000 units of Model 3 per week in late Q4 2017. (At Q3 2017 report, timeline pushed back by 3 months.)

80. Company states that standard battery Model 3, featuring a $35,000 starting price and 220 miles of range, should be available in November. As 2018 started, production will start sometime in "early 2018". Further pushed back after Q4 2017 earnings report. Still waiting as of August 2018.

81. Consequently, Model 3 is designed with greater simplicity and fewer components to reduce cost, improve ease of manufacturability and further enhance reliability. This significantly reduces manufacturing complexity and streamlines the purchasing process for our customers. Musk has admitted automation was a problem, and company has continually missed targets.

82. This year, we plan to add nearly 100 retail, delivery and service locations globally, representing an approximately 30% increase in facilities. Company ended year with 330, after finishing 2016 with 265.

83. We also continue to plan on increasing Model 3 production to 10,000 vehicles per week at some point in 2018. Target pushed back to 2019.
84. Model 3 non-GAAP gross margin to be positive in Q4 (did not turn positive until Q2 2018)

Q3 2017 letter:

85. Model 3 production to hit 5,000 per week by end of Q1 2018. When Q4 2017 deliveries and production announced, timeline pushed back 3 months.

86. Non-GAAP automotive gross margin to decline to about 15%. Actually declined to 13.8%.

87. Gross profit is expected to grow more than operating costs in Q4 compared to Q3. Gross profit actually declined, while operating costs rose by $52 million.

88. Operating costs are expected to be flat to up slightly in Q4. Up $52 million, or more than 5.3%.

89. We expect Service and Other revenue to increase further in Q4. Actually declined by more than $16.2 million, more than 5%.

90. Service and Other losses are expected to reduce substantially in each subsequent coming quarter as our fleet grows and service centers become more utilized. Service and Other gross loss increased to $89 million, a decline of roughly 1000 basis points.

91. Consequently, we expect Model S and Model X gross margin to improve in upcoming quarters. Model S and Model X gross margin in Q4 declined very slightly compared to Q3.

92. "Between cash on hand, future cash flows and available lines of credit, we believe that we are well capitalized to accommodate the revised ramp of Model 3 production to 5,000 per week." (Company raised nearly $550 million in Q1 2018 auto ABS deal)

Q4 2017 letter:

93. Continue to target weekly Model 3 production of 2,500 per week by end of Q1 2018. Company only got to 2,020 in one final burst production effort.

94. Service and Other gross margin should improve in each subsequent quarter in 2018. Actually worsened from -30.75% to -44.63%.

95. Also, we are focused on achieving our target of 25% gross margin for Model 3 after our production stabilizes at 5,000 cars per week. Company has backed out that for the "medium term", hopes to be around 20% by end of 2018.

Q1 2018 letter:

96. "We expect Service and Other losses to reduce substantially in the coming quarters." - Q2 loss was only about a 1% improvement.

97. "With increasing capacity for Powerwall and Powerpack products at Gigafactory 1, energy generation and storage revenues should continue to grow significantly throughout the year." - Sequentially, revenues were down by about $36 million, or around 9%.

98. "Losses attributable to non-controlling interest should remain in line with the last quarter." - Actually decreased by roughly $50 million, meaning net loss to common stockholders actually rose despite overall GAAP loss improvement.

Conference call quotes / Musk tweets:

Q4 2011:

1. Elon Musk - "Well, I feel confident saying that Tesla does not need to ever raise another financing round."

2. Elon Musk - "And so we'll be able to go to our third-generation pricing kind of $30,000 range."

Q1 2012:

3. Elon Musk (regarding Model 3 launch): "2016 is probably most likely, but something like that."

4. Elon Musk (regarding Model X launch): "Get your car in two years (which implies mid 2014)."

Q1 2013:

5. Elon Musk: "In the U.S. you'll maybe save $200 to $300 a month in gasoline relative to electricity cost if it's your daily driver."

6. Elon Musk (regarding Model X): "We are expecting to start production of Model X towards the end of the next year [2014]."

Q3 2013:

7. Elon Musk: "I think for the X, we are aiming for maybe a few units at the end of next year, but volume production is - it's a high volume production is probably Q2 2015."

Q2 2014:

8. Elon Musk: "But it's, you know, yeah, certainly more than 60,000 I would think." - talking about deliveries for 2015.

Q2 2015:

9. Elon Musk: "I mean if you just take the reservations that have been made thus far, it's well over $1 billion worth of Powerpacks and Powerwalls.

So were looking at maybe, again, just to preface with meaningful uncertainty, $40 million to $45 million in stationary storage in Q4 and maybe as much as 10 times that number in for next year. So it's $40 million to $50 million that this year and 10x of that next year. And I mean that growth rate is probably going to just, keep going at quite a nutty level. It's probably at least a few billion dollars in 2017, somewhat speculative at this point, but I think that's likely.

So, yeah, that's what leads us to think $40 million to $50 million, Q4, maybe 10x that number next year. And then 5x to 10x that number in 2017."

(Actual, after subtracting out SCTY revenues for the year was $97.3 million.)

Q3 2015:

10. Elon Musk: "Well, our goal is to steadily improve gross margin and hopefully exceed 30% on the Model S and Model X vehicles within 18 months, hopefully sooner than that. But it is - it does require quite an intense effort to - for every fractional point of gross margin. So - and that assumes current, there's not some radical shift in currencies that happens again. So the - so if - according to our plans, at least, we would exceed 30% gross margin within 18 months on the S and X line."

11. "Yeah, I think it's likely that we could be in that 1,600 vehicles to 1,800 vehicles range, per week range, in Q1 [2016]."

Q4 2015:

12. Elon Musk: "But nonetheless, despite the lease accounting stuff, we anticipate it being profitable by GAAP standards in Q4 of this year." - Company reached it in Q3, but due to massive ZEV credit sales, and has since profitability has turned quite negatively again.

Q1 2016:

13. Elon Musk: "So as a rough guess, I would say we would aim to produce 100,000 to 200,000 Model 3s in the second half of next year. That's my expectation right now. Yeah, so that's the thing." - Musk has since tweeted production goal for perhaps 40,000 in 2017.

April 2017:

14. Elon Musk: Tesla semi-truck will be unveiled in September 2017 - Date later announced as October 26th. Citing Model 3 unveil and Puerto Rico hurricane rebuild, event pushed back again until November 16th.

15. Musk details he will announce two to four new gigafactories before the end of the year. None were announced in 2017.

July 2017:

16. Musk calls for over 1,630 units of Model 3 production in Q3. At Q2 2017 earnings report, management guides for 1,500 or so - Company only produces 260.

November 2017:

17. Musk says Model 3 production will be in "the thousands" at the end of 2017. Company didn't even build 800 of these vehicles in final work week of the year.

April 2018:

18. Musk admits via tweet that relying on excessive automation for the Model 3 was a mistake, his mistake.

Tesla / SolarCity:

June 26th, 2014, regarding Buffalo plant - "At a targeted capacity greater than 1 GW within the next two years, it will be one of the single largest solar panel production plants in the world. This will be followed in subsequent years by one or more significantly larger plants at an order of magnitude greater annual production capacity." - Tesla and Panasonic now targeting 1 GW of module production in 2019.

November 8th, 2016 - Tesla announces Grohmann Engineering acquisition, and says that under the leadership of Klaus Grohmann, "several critical elements of Tesla's automated manufacturing systems will be designed and produced in Prüm to help make our factories the most advanced in the world.". - Less than two months after deal closes, Klaus Grohmann retires amidst worker concerns about Tesla's plans for the business.

June 2017 - Solar roof installations will begin in June. Did not happen.

July 2nd, 2017 - Musk tweets that he expects completion of first Model 3 production unit Friday. Did not happen, and as of Saturday night company was still doing final checkout.

Other items / broken promises:

October 2013 - Musk eyes annual sales of 10,000 in Germany by 2015. In that country in 2015, total was just 1,582 according to TMC, and by the end of 2017 still was only at 1/3 that amount.

November 2016 - Musk promises free long distance charging for Model 3. Nearly a year later, as the vehicle starts with its first few hundred deliveries, company confirms to electrek that no credits will be given for supercharging.

April 2017 - Tesla issues blog post detailing charging plans, including guidance to hit 10,000 superchargers by end of year. According to one leading Tesla watching site, the end of year number did not even hit 8,400.

2017 Shareholder meeting - Elon says "I think we're on track to be less than half the injury rate of the automotive industry." Comments about improving injury rates each month. End of year data showed this did not happen and was not actually the case.

2017 - Musk promises coast to coast autonomous drive by end of year. Did not happen that year, or in first half of 2018 either.

2018 - Musk promises major autopilot and self-driving feature update in August. Did not come during the month

https://seekingalpha.com/instablog/1017993-bill-maurer/4998156-teslas-growing-failure-list-125-counting

[mthoring]

For en liste! Mye "lovde noe på fredag, ble ikke ferdig før mandag" i denne listen. Eller "lovde 40-50%, ble 53%". Overser totalt at det aller meste tross alt ble levert, bare forsinket! Snakk om å ikke se skogen for bare trær.

Elon Musk har vært visjonæren bak alt dette. Jada, man kan syte og bære seg over for optimistiske mål og urealistiske tidsplaner. Det gjelder S, X, og 3, men også Falcon 1, Falcon 9 og Falcon Heavy, og kommer helt sikkert også til å gjelde BFR/BFS. På tross av dette har SpaceX gjort enorm suksess, og oppnådd nær monopol i det private launchmarkedet. Bilene til Tesla er svært ettertraktet, og den siste, 3, får strålende kritikker og har hundretusener som står i kø for å kjøpe.

Audi, Jaguar et al sliter med å levere biler som matcher 2012 S på ytelse og rekkevidde nå i 2018 og 2019!

[1000kwh]

Denne tråden er tilbake i gamle trollmodus. Og desverre biter mange på..

Hittil har ingenting fornuftig blitt avdekket av de mest ivrige.

[Espen Hugaas Andersen]

En liten liste av MUSK brutte løfter.

Nei jeg regner ikke med at noen burker tid på å tilbakevise alle og dette blir selvsagt avskrevet som FUD fra SA.

"Løfter", ja. Her er det Tesla har i sin seneste kvartalsrapport, og de har så klart alltid hatt lignende forbehold i alle sine kvartalsrapporter (de har også en lignende begynnelse på alle sine kvartalsvise telefonkonferanser):

Certain statements in this shareholder letter, including statements in the "Outlook" section; statements relating to the progress Tesla is making with respect to product and software development and ramp, such as for Model 3 and Solar Roof; statements regarding growth in the number of Tesla store, service center, delivery hub, Supercharger and destination charger locations and in other services and repair capabilities; statements relating to the production, production rate and delivery timing of products such as Model 3 and Solar Roof and deployment of energy storage capacity; statements regarding growth of our energy business and means to achieve such growth; statements regarding growth in demand and orders for Tesla products and the catalysts for that growth; statements regarding the ability to achieve product demand, volume, production, delivery, leasing, inventory and deployment; statements regarding revenue, cash generation, cash flow, gross margin, spending, capital expenditure and profitability targets; statements regarding productivity improvements and capacity expansion plans, such as for Model 3 manufacturing processes and Gigafactory 1; and statements regarding Gigafactory 1, Gigafactory 2 and Gigafactory 3, including construction timing and financing, plans and output expectations, including those related to vehicle, battery and photovoltaic cell and other production, are "forward-looking statements" that are subject to risks and uncertainties. These forward-looking statements are based on management's current expectations, and as a result of certain risks and uncertainties, actual results may differ materially from those projected. The following important factors, without limitation, could cause actual results to differ materially from those in the forward-looking statements: the risk of delays in the manufacture, production, delivery and/or completion of our vehicles and energy products, particularly Model 3; the ability to design and achieve and grow simultaneous and separate market acceptance of Model S, Model X, Model 3 and their variants, as well as new vehicle models; the ability of suppliers to meet quality and part delivery expectations at increasing volumes, especially with respect to Model 3 parts; adverse foreign exchange movements; any failures by Tesla products to perform as expected or if product recalls occur; Tesla's ability to continue to reduce or control manufacturing and other costs; consumers' willingness to adopt electric vehicles; competition in the automotive and energy product markets generally and the alternative fuel vehicle market and the premium sedan, premium SUV and small to medium-sized sedan markets in particular; Tesla's ability to establish, maintain and strengthen the Tesla brand; Tesla's ability to manage future growth effectively as we rapidly grow, especially internationally; the unavailability, reduction or elimination of government and economic incentives for electric vehicles and energy products; Tesla's ability to establish, maintain and strengthen its relationships with strategic partners such as Panasonic; potential difficulties in finalizing, performing and realizing potential benefits under definitive agreements for Gigafactory 1 and Gigafactory 2 and future manufacturing facilities, such as Gigafactory 3, maintaining Gigafactory 1 and Gigafactory 2 implementation schedules, output and cost estimates; and Tesla's ability to execute on its strategy for new store, delivery hub, service center, Supercharger and other locations and capabilities. More information on potential factors that could affect our financial results is included from time to time in our Securities and Exchange Commission filings and reports, including the risks identified under the section captioned "Risk Factors" in our quarterly report on Form 10-Q filed with the SEC on May 7, 2018. Tesla disclaims any obligation to update information contained in these forward-looking statements whether as a result of new information, future events, or otherwise.

Begynn med å fjern "løftene" fra kvartalsrapportene og konferansesamtalene, så kan vi se hva vi står igjen med.