MS, that was a little harsh wouldn't you say? : ) And besides, you used a lot of very big words and Don probably doesn't own a dictionary.
You'll never see it again!!! Next stop $ 180.00
Oh, you mean like those free food stamps and free healthcare and free college tuition? Who pays is if nobody pays?
1. Tesla will only sell 20K Model Ss in 2015.
2. Tesla will only sell 5K Model Xs in 2015 and all will come in the 4th quarter.
3. Tesla will raise an additional $ 1.5 in cash in the 2nd quarter through the sale of convertible bonds.
4. After the debt offering is completed, Tesla will announce the delay of the MX roll out from the 3Q to the 4Q and announce a slowdown in global sales.
5. Tesla will announce a head count reduction of 10% across the board when they release the slowdown in sales in effort to look like they're trying to conserve investor's money.
6. Tesla will lose over $ 3.00 per share for 2015.
7. After the debt issuance in the 2Q, the investment bankers will begin selling their positions and the stock price will drop below $ 100 per share.
Yeah, I'm kidding. She'd tear my arm off in about 2 seconds. She's an amazing talent. Pound for pound one of the best athletes in the world. She's going to have to either move up in weight or retire. There's nobody left for her to beat, unless she fights a guy that's lighter. Something sexy about a girl that can beat the krap out of you!!
One bad mamma jamma! I bought UFC 184 and watched a bunch of average fights and then Rhonda smoked her opponent in 14 seconds!!! Amazing! I'd love to fight her! I think I could take her even if I'm a little past my prime!
JMV, the Corvette analogy is good. That folds in with my initial question(s) to Coach. Whenever a new body style comes out (especially if it's quite an improvement) there seems to be a rush of new buyers, then it returns to normal levels after a few years I would suspect.
That's my question about Tesla. Seems like we're into year 3 of the MS now and the only major change is the AWD upgrade. The car seems to be still in the developmental stage as it's constantly being tweaked with software upgrades. I'm sure this is part of the normal process for any car though. Still, I suspect that the novelty is quickly wearing off and the "have to have" buyers are long gone.
Coach, thanks for the feedback. Timely and accurate as always. Your last paragraph was excellent. I wonder if he sought any advice before embarking on this global sales strategy? Seems like that was the plan from day 1.
That's what race baiters do. They can't debate the fact that their incompetent in their jobs, so they go to the mud as soon as possible. What's pathetic is that the media aids and abets this distructive behaviour.
We already addressed that question last December. Remember Coach going into the showroom in Boca and being shown a print out of unsold cars? I would venture to say that they have holding areas on the East and West coasts and a slug of unsold cars in China.
What difference does it make where they're located? They're on the books at year end. The numbers don't lie do they? Are you suggesting they've overstated their inventory and thereby minimized their losses? That would be fraud wouldn't it? I'm sure the auditors counted the inventory.
Coach, in your experience, how long does it take for the "wow" factor to subside for a new product? I guess a better way to ask the question is: Have you ever seen a phenomen like Tesla before, where a company and product received excessive publicity which fueled an initial demand which couldn't be sustained?
We've all seen fad products over our lifetimes, I guess I don't normally associate the word fad with cars or other high ticket items. Just curious to know if you've ever witnessed anything like it before. Maybe it's a brand question, do you think Tesla the brand is gaining in popularity or is it waning?
I predicted 3,500 unsold cars at year end. So if we take 5,000 and deduct the 1,400 that were sold but couldn't be delivered due to customer vacations (this is pure BS btw) then that leaves you with 3,600 unsold cars. That's 10% of cars produced for the year.
Tesla the business is such a well oiled machine. I particularly liked your quarterly graph below showing increase sales and losses. Very telling. It's amazing that all the financial analysts can't see the trend that's staring them right in the face.
Thanks for taking the time DV.
Made a little. I sold the Jul 180 puts about a month ago and they keep going down a little each week. Hopefully they'll expire worthless and pay for my annual buy-in to the WSOP main event. Always try to set up a couple of positions to pay for my trip to Vegas in July. So far so good.