Snapchat, maybe yes. But it's also hard to say, look at FB.
$TSLA
- Thread starter Phill Twist
- Start date
Beside solar panels, batteries and lifestyle? Hell, they have just changed their NAME dropping the Motors!!! They must be really serious about this car business...
You can have a Ponzi with a product. The original Ponzi was a stamp arbitrage between Italy and the USA, it was just never played out. Or Amway. Just because they sell products, that doesn't mean their system is less of a pyramid... But when you have a product, you can deny the ponzi nature of the business easier, to those who don't understand business or simple math.
Chances are Tesla will never sell cars profitably... Maybe after the bankruptcy when someone buys them for pennies on the dollar.
Update on the bankruptcy prediction:
http://seekingalpha.com/article/405...ut-capital-raise-skeptics-critics-strike-back
Well, it is capital raise soon or bankruptcy...
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Finally a realistic analyst from GS: (causing the 4% drop today with a sell rating)
http://www.businessinsider.com/wall-street-dividing-over-tesla-model-3-2017-2
Analyst says the 100K volume of M3 won't happen until a year later 4Q2018 compared to Tesla's forecast. The price will be 10K higher than the advertised 35K. best part is the Tesla hype cycle:
http://www.streetinsider.com/images/ckuploads/img/2017/02/27/Capture.JPG
http://www.businessinsider.com/wall-street-dividing-over-tesla-model-3-2017-2
Analyst says the 100K volume of M3 won't happen until a year later 4Q2018 compared to Tesla's forecast. The price will be 10K higher than the advertised 35K. best part is the Tesla hype cycle:
http://www.streetinsider.com/images/ckuploads/img/2017/02/27/Capture.JPG
If pattern holds, bottom right: lower Model 3 rollout, higher Model 3 price, SolarCity burning cash
Then it ramps: SpaceX merged with TSLA and lands big govt contracts, ramp in Chinese orders
CNBC as always...
The technical reason why Tesla shares could soon rise 54%
http://www.cnbc.com/2017/02/27/the-technical-reason-why-tesla-shares-could-soon-rise-54.html
The technical reason why Tesla shares could soon rise 54%
http://www.cnbc.com/2017/02/27/the-technical-reason-why-tesla-shares-could-soon-rise-54.html
Amazon was unprofitable for years, nothing bad happened there.Beside solar panels, batteries and lifestyle? Hell, they have just changed their NAME dropping the Motors!!! They must be really serious about this car business...
You can have a Ponzi with a product. The original Ponzi was a stamp arbitrage between Italy and the USA, it was just never played out. Or Amway. Just because they sell products, that doesn't mean their system is less of a pyramid... But when you have a product, you can deny the ponzi nature of the business easier, to those who don't understand business or simple math.
Chances are Tesla will never sell cars profitably... Maybe after the bankruptcy when someone buys them for pennies on the dollar.
Update on the bankruptcy prediction:
http://seekingalpha.com/article/405...ut-capital-raise-skeptics-critics-strike-back
Well, it is capital raise soon or bankruptcy...
Tesla shares tumble as doubters emerge
Tesla stock took a hit Monday as Goldman Sachs downgraded its outlook for the maker of electric vehicles. Analysts at the investment bank dropped the company from neutral to sell, based on uncertainties about Model 3 production, SolarCity’s performance after its acquisition and the company’s likely need to raise more cash. (Siliconbeat)
Tesla stock took a hit Monday as Goldman Sachs downgraded its outlook for the maker of electric vehicles. Analysts at the investment bank dropped the company from neutral to sell, based on uncertainties about Model 3 production, SolarCity’s performance after its acquisition and the company’s likely need to raise more cash. (Siliconbeat)
False analogy.
1. Amazon has huge revenues but they decided to built a huge chain of storage facilities. Once that network was done they were able to turn profits.
2. They are killing the competition, the brick and mortar stores. The entry to compete with Amazon is so expensive that very few tries it. Amazon became the 800 pounds gorilla. With Tesla the competition is beating Tesla by at least a year by selling a sub 35K EV....
3. There was always a steady revenue growth, although their profit margin was very thin. But there was a chance for profit after the first 10 or so years. Unlike with Tesla. Tesla has no profitability in the near term future, not until 2020 according to Musk himself... They just not going to survive that long...
It is a race between showing profitability and running out of money. Whichever comes first decides the company's future. Now even the big money raisers like GS giving up on Tesla. Taking on little cousin's failing company also doesn't help the big picture...
Big stock dilution is coming, they will probably raise 3 billions...