Author Topic: TSLA - Tesla Motors  (Read 227654 times)

rkbabang

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Re: TSLA - Tesla Motors
« Reply #1320 on: April 14, 2017, 05:46:34 AM »
Why Apple Should Buy Tesla and Make Elon Musk CEO

Something tells me Tim Cook wouldn't agree with this.

But I'm sure Musk has a ton of ideas on how to put Apple's cash to work. 

Jurgis

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Re: TSLA - Tesla Motors
« Reply #1321 on: April 14, 2017, 08:47:52 AM »
Why Apple Should Buy Tesla and Make Elon Musk CEO

Something tells me Tim Cook wouldn't agree with this.

But I'm sure Musk has a ton of ideas on how to put Apple's cash to work.

Apple might buy Tesla. I don't think Elon would agree to be Apple CEO even if offered. But maybe I'm wrong. Maybe he'd see that as an opportunity to turn Apple into neural lace company.  8) (+ all the Tesla businesses acquired)

rkbabang

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Re: TSLA - Tesla Motors
« Reply #1322 on: April 14, 2017, 10:18:34 AM »
Why Apple Should Buy Tesla and Make Elon Musk CEO

Something tells me Tim Cook wouldn't agree with this.

But I'm sure Musk has a ton of ideas on how to put Apple's cash to work.

Apple might buy Tesla. I don't think Elon would agree to be Apple CEO even if offered. But maybe I'm wrong. Maybe he'd see that as an opportunity to turn Apple into neural lace company.  8) (+ all the Tesla businesses acquired)


He could make Cook general manager of the i-products division and still spend most of his time with Tesla and SpaceX and whatever else.  He could buy out that Hyperloop company and still have money to fund the neural lace and underground tunnels and god knows what else.


no_free_lunch

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Re: TSLA - Tesla Motors
« Reply #1323 on: April 16, 2017, 07:45:59 PM »
I know it is a bit of a crazy comparison but greenwood investors point out Ferrari has gross incremental margins of 70%.  I can calculate 45% from their income statement so I am not sure where the incremental number comes from so take it with a grain of salt.  Still even with the straight numbers on the income statement they are selling some profitable vehicles.  Now I know that Tesla will not achieve that level of margin but with their higher volume why couldn't they do 30%?  The autopilot is pure profit and will be $9-10k from what I have heard.   So if they sell a $35k car with upgrades for $50k, then $10k for the auto-pilot is $60k.  If they do 20% on the 50k that is $10k + 10k for the autopilot would give $20k or 33.3% margin per vehicle.

Quote
RACE Has been a momentum stock, and we’ve been “feeding the birds,” with great confidence in the nearterm
future of Ferrari. Most still miss the >70% incremental profit margins on vehicles.

https://www.gwinvestors.com/wp-content/uploads/2017.04.06-Q1-2017-Letter-Conscious-Capitalists-w-Appendix.pdf
« Last Edit: April 16, 2017, 07:53:04 PM by no_free_lunch »

bookie71

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Re: TSLA - Tesla Motors
« Reply #1324 on: April 21, 2017, 07:01:52 AM »
Dumb question: Who is the supplier of the batteries for the other automotive companies?
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Liberty

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Re: TSLA - Tesla Motors
« Reply #1325 on: April 21, 2017, 07:09:07 AM »
Dumb question: Who is the supplier of the batteries for the other automotive companies?

You can typically find that pretty easily by just checking the Wikipedia page for a vehicle. LG Chem does a lot of the cells for GM, Panasonic works with Tesla.

One thing that many people misunderstand, though, is the difference between the battery cells and the battery pack. How the cells are packaged (density, how thermals are managed, the software that manages charging and discharging, etc) is one way to add value. As Samsung has discovered with the Note 7, what you do with the cells matters a lot.
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blainehodder

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Re: TSLA - Tesla Motors
« Reply #1326 on: April 21, 2017, 09:09:27 AM »
I know it is a bit of a crazy comparison but greenwood investors point out Ferrari has gross incremental margins of 70%.  I can calculate 45% from their income statement so I am not sure where the incremental number comes from so take it with a grain of salt.  Still even with the straight numbers on the income statement they are selling some profitable vehicles.  Now I know that Tesla will not achieve that level of margin but with their higher volume why couldn't they do 30%?  The autopilot is pure profit and will be $9-10k from what I have heard.   So if they sell a $35k car with upgrades for $50k, then $10k for the auto-pilot is $60k.  If they do 20% on the 50k that is $10k + 10k for the autopilot would give $20k or 33.3% margin per vehicle.

Quote
RACE Has been a momentum stock, and we’ve been “feeding the birds,” with great confidence in the nearterm
future of Ferrari. Most still miss the >70% incremental profit margins on vehicles.

https://www.gwinvestors.com/wp-content/uploads/2017.04.06-Q1-2017-Letter-Conscious-Capitalists-w-Appendix.pdf

Assuming the free market still works, product margins on 40-50k cars will not be even close to that high as competition grinds it down.   

Liberty

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Re: TSLA - Tesla Motors
« Reply #1327 on: April 24, 2017, 09:24:20 AM »
Plan on doubling Supercharger network in 2017, larger charging points to accommodate "several dozen" EVs charging at the same time:

https://www.tesla.com/en_CA/blog/charging-our-priority
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Liberty

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Re: TSLA - Tesla Motors
« Reply #1328 on: April 26, 2017, 05:51:38 AM »
And here come the robots:

https://twitter.com/ElectrekCo/status/857059209262878720



Also a new shot of the Model 3 release candidate:

« Last Edit: April 26, 2017, 06:00:46 AM by Liberty »
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LC

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