Ken, I will correct your last sentence if you dont mind?
The giga-factory is a giga-lead weight which will pull them into bankruptcy even if they issue about 10M shares right now.
You may actually see Tesla pop up a little after the bloodletting today.
It wont last, but I love when Tesla spikes!
Panasonic makes batteries for Tesla, and Tesla assembles them into modules.
There's no way Panasonic is giving Tesla the recipe or the keys to the kitchen.
Looking back, I'd say that BMW was further along on their EV program than most had thought.
Carbon fiber Tesla would be nice, Musk seemed to like what BMW was doing.
Musk visited BMW, and liked their carbon fiber reinforced parts.
Fuelcells dot org had some comparison charts to show dimensions of FCV as compared to BEV, ICE, etc. Look like the dimensions wont be a big issue.
But did you fully factor in how much time you could save by not having to stop and gas up? If your time is worth enough the car could actually be free!
Except that its not unique. Tesla has more than a dozen competitors making EVs, and at least that many selling energy storage solutions.
What is the real advantage of having a supercharger come to your house?
You sleep there supposedly, so what is the need for a super fast charge?
The product being announced is supercharger drones. They will fly to wherever needed to recharge your Tesla. Run out of juice in the middle of the desert? No problem, they'll have a drone out there in 15 minutes.
Totally does away with range anxiety.
"When the stock was half this price I described it as euphoric," says Reed Hastings Shares of Netflix Inc. are on a tear, and nobody is more surprised than Chief Executive Reed Hastings.
Street defends Barracuda as shares plunge due to billings
Though several firms have cut their targets, Barracuda (CUDA -19.2%) hasn't seen any downgrades as shares lose nearly a fifth of their value in response to the softer-than-expected billings reported along with an FQ1 beat and FY16 guidance reiteration.
"We are opportunistic buyers of CUDA," says Pac Crest's Rob Owens (Outperform rating, $49 target). "Commentary suggests that an end-of-quarter acceleration and a strong June have contributed to a better outlook for the rest of the year, as evidenced by F2016 guidance being maintained ... While a disappointing billings number in the quarter is certainly a hiccup, we do not view it as changing the fundamentals nor the underlying opportunity."
Morgan Stanley's Melissa Gorham (Overweight rating, $45 target) is "disappointed" with Barracuda's "poor execution." But she also thinks growing mid-market security IT spend remains a growth driver, and that rising sales of cloud services attached to product sales will boost margins.
Summit Research's Srini Nandury (Buy rating, $45 target): "We continue to believe in the moat around Barracuda's business model – easy to use low cost products – that isn't easily surmountable for larger vendors." He also likes the fact 70% of Barracuda's revenue is recurring/subscription-based.