Olá, Visitante. Por favor entre ou registe-se se ainda não for membro.

Entrar com nome de utilizador, password e duração da sessão
 

Autor Tópico: Tesla (TSLA) - Tópico principal  (Lida 232496 vezes)

Incognitus

  • Administrator
  • Hero Member
  • *****
  • Mensagens: 30961
    • Ver Perfil
Tesla (TSLA) - Tópico principal
« em: 2015-06-07 01:58:17 »
A Tesla (TSLA) -- último fecho $249.14 -- ainda tem 2 catalizadores positivos pela frente que dificultam posições curtas:
* O início das vendas do Modelo X, que deverá ocorrer até ou durante Setembro 2015;
* A apresentação do Modelo 3, que deverá ocorrer em Março de 2016.

Dito isto, existem cada vez mais razões para crer que as encomendas do Modelo S estão fracas e que a Tesla falhará a sua expectativa de entregar 50000 Modelo S em 2015. Já o Powerwall está carregado de encomendas-fantasma que são simples registos no site da Tesla. A prazo a Tesla vai enfrentar muito mais concorrência no seu segmento e pode até vir a ter dificuldade em sobreviver a menos que a Apple ou Google percam a cabeça e a comprem.

Entretanto, existe um tópico no Off-Topic sobre Elon Musk que também poderá interessar a quem seguir este tópico da Tesla:

http://www.thinkfn.com/forumbolsaforex/index.php/topic,3686.0.html
"Nem tudo o que pode ser contado conta, e nem tudo o que conta pode ser contado.", Albert Einstein

Incognitus, www.thinkfn.com

DarkSiege

  • Full Member
  • ***
  • Mensagens: 155
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #1 em: 2015-06-07 15:18:13 »
A TSLA não é uma espécie de AMZN?

Incognitus

  • Administrator
  • Hero Member
  • *****
  • Mensagens: 30961
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #2 em: 2015-06-07 15:32:15 »
Mais ou menos ... é um bocado diferente. Tem maior risco de falência.
"Nem tudo o que pode ser contado conta, e nem tudo o que conta pode ser contado.", Albert Einstein

Incognitus, www.thinkfn.com

DarkSiege

  • Full Member
  • ***
  • Mensagens: 155
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #3 em: 2015-06-07 18:27:54 »
Mais ou menos ... é um bocado diferente. Tem maior risco de falência.

Pois...
É que a AMZN tem tido resultados bastante abaixo do esperado, no entanto vai subindo...sinceramente tenho medo deste tipo de empresas.

Numa análise fundamental achas que estão em modo bolha? Ou os PER´s estão em consonância com o sector?

Obrigado pela resposta :)

Incognitus

  • Administrator
  • Hero Member
  • *****
  • Mensagens: 30961
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #4 em: 2015-06-07 19:08:36 »
Mais ou menos ... é um bocado diferente. Tem maior risco de falência.

Pois...
É que a AMZN tem tido resultados bastante abaixo do esperado, no entanto vai subindo...sinceramente tenho medo deste tipo de empresas.

Numa análise fundamental achas que estão em modo bolha? Ou os PER´s estão em consonância com o sector?

Obrigado pela resposta :)

Ambas são bolhas, mas são bolhas com uma natureza diferente. O problema da bolha TSLA é que ela vai sofrer bastante concorrência directa daqui a 2 anos. E mesmo agora, sendo líder sem concorrência, não consegue obter grandes lucros e necessita de novos financiamentos. A TSLA já tem dívida emitida e esta já caiu até "junk".
"Nem tudo o que pode ser contado conta, e nem tudo o que conta pode ser contado.", Albert Einstein

Incognitus, www.thinkfn.com

Zark

  • Ordem dos Especialistas
  • Hero Member
  • *****
  • Mensagens: 938
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #5 em: 2015-06-08 20:20:51 »
Elon Musk Says Utilities Shouldn’t Fear His Battery Systems

Elon Musk, chief executive officer of Tesla Motors Inc., told electric utility owners they shouldn’t fear that his battery systems will put them out of business -- instead, they should buy them.

Most customers in the U.S. will use the Powerwall home system as a backup in the event of a failure, not as a primary source of electricity replacing utility sales, Musk said Monday at a gathering of utility executives in New Orleans. Plus, electric cars like the Tesla Model S will help triple demand for power, and less than a third of that will be served by distributed generation like the battery storage system and solar panels Musk has backed.

Musk unveiled a suite of batteries in April that he said would “fundamentally change the way the world uses energy.” The equipment allows businesses and homeowners to store power, reducing the need to rely on utility grids for electricity. Musk said the media has been confused about the role of the home battery pack, which wouldn’t be economic as a main supply source. He sees 80 to 90 percent of sales being in the larger Powerpack system, which could help utilities store power to reduce the need for expensive facilities that only run during times of peak demand.

While Tesla’s industrial battery team has been meeting with utility executives for more than two years, Monday’s appearance at the Edison Electric Institute conference marks the first time that Musk, 43, has spoken publicly to the industry. Musk, who also serves as chairman of SolarCity Corp., was questioned by Ted Craver, the CEO of California utility owner Edison International, which has signed a deal to use Tesla’s batteries with its solar installations.

Alternative Energy

The batteries can work with wind and solar electricity systems installed by customers at their homes or offices. Storing energy during times of peak production allows for its dispensing later, easing the problem of intermittent supply when the sun isn’t shining or the wind isn’t blowing.

Tesla has announced at least 10 commercial installations for batteries that can store a total of 11.2 megawatts of power, according to a June 5 Bloomberg New Energy Finance newsletter. Annual global investment for energy storage is expected to more than triple from $800 million in 2014 to $5.1 billion in 2020, according to a BNEF report last year.
In Tesla’s home state of California, regulators have issued a groundbreaking energy-storage mandate that requires Edison International, PG&E Corp., and Sempra Energy’s San Diego Gas & Electric to collectively buy 1.3 gigawatts of energy storage capacity by the end of 2020.

Positive Outlook

Musk, who said he doesn’t believe in disruption for “its own sake,” sees the majority of energy coming from the sun in the future. He said the utility industry’s outlook is positive, and urged executives at the conference to help streamline the process for installing car charging stations.
“Rumors of our death have been greatly exaggerated,” Leo Denault, chairman and chief executive officer of New Orleans-based utility owner Entergy Corp., said at the start of the conference, quoting Mark Twain.

bloomberg
If begging should unfortunately be your destiny, knock only at the large gates.

Arabian Proverb
--------------------------------------------------
You've got to know when to hold 'em
Know when to fold 'em
Know when to walk away
And know when to run
You never count your money
When you're sittin' at the table
There'll be time enough for countin'
When the dealin's done

Kenny Rogers – The Gambler
------------------------------------------
It is not enough to be busy; so are the ants. The question is: What are we busy about?
Henry David Thoreau

Incognitus

  • Administrator
  • Hero Member
  • *****
  • Mensagens: 30961
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #6 em: 2015-06-08 20:32:23 »
Uma coisa engraçada destas baterias é que até um director da SCTY, uma empresa do Elon Musk, disse que o modelo não era economicamente viável (para os clientes).
"Nem tudo o que pode ser contado conta, e nem tudo o que conta pode ser contado.", Albert Einstein

Incognitus, www.thinkfn.com

Zark

  • Ordem dos Especialistas
  • Hero Member
  • *****
  • Mensagens: 938
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #7 em: 2015-06-08 20:37:16 »
Uma coisa engraçada destas baterias é que até um director da SCTY, uma empresa do Elon Musk, disse que o modelo não era economicamente viável (para os clientes).

disse? onde?

Z
If begging should unfortunately be your destiny, knock only at the large gates.

Arabian Proverb
--------------------------------------------------
You've got to know when to hold 'em
Know when to fold 'em
Know when to walk away
And know when to run
You never count your money
When you're sittin' at the table
There'll be time enough for countin'
When the dealin's done

Kenny Rogers – The Gambler
------------------------------------------
It is not enough to be busy; so are the ants. The question is: What are we busy about?
Henry David Thoreau

Incognitus

  • Administrator
  • Hero Member
  • *****
  • Mensagens: 30961
    • Ver Perfil
"Nem tudo o que pode ser contado conta, e nem tudo o que conta pode ser contado.", Albert Einstein

Incognitus, www.thinkfn.com

Incognitus

  • Administrator
  • Hero Member
  • *****
  • Mensagens: 30961
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #9 em: 2015-06-10 13:25:45 »
Algumas notas da Assembleia Geral da TSLA ontem:
* Director financeiro (CFO) demitiu-se;
* O Modelo X parece estar atrasado 1 mês;
* Já não se fala tanto do Powerwall (devem ter-se dado conta do Pato Donald ter reservado um);
* 30-40% das reservas do Modelo S são agora o 70D, que terá menores margens do que o 85D que está a canibalizar.

"Nem tudo o que pode ser contado conta, e nem tudo o que conta pode ser contado.", Albert Einstein

Incognitus, www.thinkfn.com

Zark

  • Ordem dos Especialistas
  • Hero Member
  • *****
  • Mensagens: 938
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #10 em: 2015-06-11 00:10:37 »
Elon Musk: Tesla Model X SUV to Arrive this Fall

Tesla Motors' CEO Elon Musk confirmed Tuesday that the much-delayed Model X crossover SUV will begin deliveries in “three to four months,” Musk said at Tesla's annual shareholder meeting in Mountain View, Calif.

An estimated 20,000 customers have placed $5,000 deposits on the Model X. Some early adopters have waited more than three years as Tesla worked out kinks with the car’s upward-opening falcon-wing rear doors and other features unique to the plug-in SUV, which will have a range of between 230 and 300 miles and is expected to retail for about $70,000. (Tesla has not announced pricing.)

“We want to make sure that some of the key features of the Model X, particularly the Falcon Wing door, are done just right,” Musk said.

Musk added that he had been “looking at the latest iteration” of the Model X weekly and had concluded that “the Model X may arguably be a better SUV than the Model S is a sedan.”

Since its introduction in 2012, Tesla's Model S has become Hollywood's default status car, driven by Steven Spielberg, Ben Affleck, Don Cheadle, James Cameron, Zooey Deschanel and Jeffrey Katzenberg, among other players.

The Model X, the first plug-in SUV with enough battery reserve to quell “range anxiety,” is widely predicted to be a game-changing vehicle—but it won’t have the field to itself for long: Audi is reported to be readying a plug-in SUV with a range of 370 miles to be introduced in 2017.

According to Tesla’s website, a Model X ordered today won’t be delivered before early 2016.

fonte
If begging should unfortunately be your destiny, knock only at the large gates.

Arabian Proverb
--------------------------------------------------
You've got to know when to hold 'em
Know when to fold 'em
Know when to walk away
And know when to run
You never count your money
When you're sittin' at the table
There'll be time enough for countin'
When the dealin's done

Kenny Rogers – The Gambler
------------------------------------------
It is not enough to be busy; so are the ants. The question is: What are we busy about?
Henry David Thoreau

Zel

  • Visitante
Re: Tesla (TSLA) - Tópico principal
« Responder #11 em: 2015-06-11 00:14:01 »
aqui onde eu moro ha um gajo com um tesla.. pensava que so vendiam isso na california

JoaoAP

  • Ordem dos Especialistas
  • Hero Member
  • *****
  • Mensagens: 4778
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #12 em: 2015-06-11 00:38:29 »
É de considerar uma Put para Dezembro.
Vou procurar uma interessante.
Ou então uma debit Vertical Spread para o final do ano.

Incognitus

  • Administrator
  • Hero Member
  • *****
  • Mensagens: 30961
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #13 em: 2015-06-11 01:44:24 »
Elon Musk: Tesla Model X SUV to Arrive this Fall

Tesla Motors' CEO Elon Musk confirmed Tuesday that the much-delayed Model X crossover SUV will begin deliveries in “three to four months,” Musk said at Tesla's annual shareholder meeting in Mountain View, Calif.

An estimated 20,000 customers have placed $5,000 deposits on the Model X. Some early adopters have waited more than three years as Tesla worked out kinks with the car’s upward-opening falcon-wing rear doors and other features unique to the plug-in SUV, which will have a range of between 230 and 300 miles and is expected to retail for about $70,000. (Tesla has not announced pricing.)

“We want to make sure that some of the key features of the Model X, particularly the Falcon Wing door, are done just right,” Musk said.

Musk added that he had been “looking at the latest iteration” of the Model X weekly and had concluded that “the Model X may arguably be a better SUV than the Model S is a sedan.”

Since its introduction in 2012, Tesla's Model S has become Hollywood's default status car, driven by Steven Spielberg, Ben Affleck, Don Cheadle, James Cameron, Zooey Deschanel and Jeffrey Katzenberg, among other players.

The Model X, the first plug-in SUV with enough battery reserve to quell “range anxiety,” is widely predicted to be a game-changing vehicle—but it won’t have the field to itself for long: Audi is reported to be readying a plug-in SUV with a range of 370 miles to be introduced in 2017.

According to Tesla’s website, a Model X ordered today won’t be delivered before early 2016.

fonte


3-4 meses coloca a hipótese de já cair fora do Q3, e portanto, "atrasado" (novamente)
"Nem tudo o que pode ser contado conta, e nem tudo o que conta pode ser contado.", Albert Einstein

Incognitus, www.thinkfn.com

Zark

  • Ordem dos Especialistas
  • Hero Member
  • *****
  • Mensagens: 938
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #14 em: 2015-06-11 01:56:08 »
Elon Musk: Tesla Model X SUV to Arrive this Fall

Tesla Motors' CEO Elon Musk confirmed Tuesday that the much-delayed Model X crossover SUV will begin deliveries in “three to four months,” Musk said at Tesla's annual shareholder meeting in Mountain View, Calif.

An estimated 20,000 customers have placed $5,000 deposits on the Model X. Some early adopters have waited more than three years as Tesla worked out kinks with the car’s upward-opening falcon-wing rear doors and other features unique to the plug-in SUV, which will have a range of between 230 and 300 miles and is expected to retail for about $70,000. (Tesla has not announced pricing.)

“We want to make sure that some of the key features of the Model X, particularly the Falcon Wing door, are done just right,” Musk said.

Musk added that he had been “looking at the latest iteration” of the Model X weekly and had concluded that “the Model X may arguably be a better SUV than the Model S is a sedan.”

Since its introduction in 2012, Tesla's Model S has become Hollywood's default status car, driven by Steven Spielberg, Ben Affleck, Don Cheadle, James Cameron, Zooey Deschanel and Jeffrey Katzenberg, among other players.

The Model X, the first plug-in SUV with enough battery reserve to quell “range anxiety,” is widely predicted to be a game-changing vehicle—but it won’t have the field to itself for long: Audi is reported to be readying a plug-in SUV with a range of 370 miles to be introduced in 2017.

According to Tesla’s website, a Model X ordered today won’t be delivered before early 2016.

fonte


3-4 meses coloca a hipótese de já cair fora do Q3, e portanto, "atrasado" (novamente)


não sei...
possivelmente

mas acho que os produtos com mais sucesso da apple também foram lançados muito 'atrasados'. o iPhone então foi um atraso dos grandes.
não deixou de ser um sucesso.

Z
If begging should unfortunately be your destiny, knock only at the large gates.

Arabian Proverb
--------------------------------------------------
You've got to know when to hold 'em
Know when to fold 'em
Know when to walk away
And know when to run
You never count your money
When you're sittin' at the table
There'll be time enough for countin'
When the dealin's done

Kenny Rogers – The Gambler
------------------------------------------
It is not enough to be busy; so are the ants. The question is: What are we busy about?
Henry David Thoreau

Incognitus

  • Administrator
  • Hero Member
  • *****
  • Mensagens: 30961
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #15 em: 2015-06-11 02:01:57 »
Elon Musk: Tesla Model X SUV to Arrive this Fall

Tesla Motors' CEO Elon Musk confirmed Tuesday that the much-delayed Model X crossover SUV will begin deliveries in “three to four months,” Musk said at Tesla's annual shareholder meeting in Mountain View, Calif.

An estimated 20,000 customers have placed $5,000 deposits on the Model X. Some early adopters have waited more than three years as Tesla worked out kinks with the car’s upward-opening falcon-wing rear doors and other features unique to the plug-in SUV, which will have a range of between 230 and 300 miles and is expected to retail for about $70,000. (Tesla has not announced pricing.)

“We want to make sure that some of the key features of the Model X, particularly the Falcon Wing door, are done just right,” Musk said.

Musk added that he had been “looking at the latest iteration” of the Model X weekly and had concluded that “the Model X may arguably be a better SUV than the Model S is a sedan.”

Since its introduction in 2012, Tesla's Model S has become Hollywood's default status car, driven by Steven Spielberg, Ben Affleck, Don Cheadle, James Cameron, Zooey Deschanel and Jeffrey Katzenberg, among other players.

The Model X, the first plug-in SUV with enough battery reserve to quell “range anxiety,” is widely predicted to be a game-changing vehicle—but it won’t have the field to itself for long: Audi is reported to be readying a plug-in SUV with a range of 370 miles to be introduced in 2017.

According to Tesla’s website, a Model X ordered today won’t be delivered before early 2016.

fonte


3-4 meses coloca a hipótese de já cair fora do Q3, e portanto, "atrasado" (novamente)


não sei...
possivelmente

mas acho que os produtos com mais sucesso da apple também foram lançados muito 'atrasados'. o iPhone então foi um atraso dos grandes.
não deixou de ser um sucesso.

Z


Não me lembro de ter sido atrasado (o iPhone).

Mas em todo o caso a TSLA não tem nada a ver com a AAPL, a TSLA praticamente não tem margem ao passo que a AAPL tem margens gigantescas.
"Nem tudo o que pode ser contado conta, e nem tudo o que conta pode ser contado.", Albert Einstein

Incognitus, www.thinkfn.com

kitano

  • Ordem dos Especialistas
  • Hero Member
  • *****
  • Mensagens: 8677
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #16 em: 2015-06-11 17:03:59 »
aqui onde eu moro ha um gajo com um tesla.. pensava que so vendiam isso na california

Em portugal também há
"Como seria viver a vida que realmente quero?"

Lark

  • Ordem dos Especialistas
  • Hero Member
  • *****
  • Mensagens: 4627
    • Ver Perfil
keep up with the model T
« Responder #17 em: 2015-08-10 22:30:40 »
Tesla's $31 billion stock value is built on a dream—that a startup might somehow be able to produce a half-million all-electric cars per year by 2020. But a steady drip of production delays and lowered sales forecasts have caused some to question whether his 500,000-car goal is still possible, if it ever was. Here are three charts that show reason for both skepticism and hope.



Last week Tesla backed off its full-year production forecast by about 5,000 deliveries. The 2016 forecast was also nudged down to a weekly average rate between 1,600 and 1,800—down from a previous target of 2,000. Missed deadlines are nothing new for Musk and his car company. The Model X SUV, once promised for 2014, won't be released until this September; the mass market Model 3 is currently slated for late 2017.


The problem with placing bets on Tesla’s future is that there are few examples to compare it with. He's building an entirely new kind of automobile—a battery-powered car that goes zero to 60 miles per hour in just 2.8 seconds and runs for almost 300 miles on a single charge. To accomplish these goals, he has completely reimagined the manufacturing process and undertaken construction of one of the world's biggest factories, just to supply the batteries.

When has another startup tried to do so much, so quickly? There’s really only one example, the original game changer: Ford Motor's Model T. Here's how the trajectories of Elon Musk and Henry Ford match up:



Of course, this isn't the first time Musk has been compared to Ford, but the parallel in the production data is striking. Tesla first surpassed 10,000 deliveries in 2013—the same milestone Ford hit in 1909. By 1916—just seven years later—the Model T hit Musk’s goal right on schedule and produced 501,462 cars. Maybe the 2020 plan isn't out reach for Tesla.

"I do remain confident about half a million cars in 2020, and maybe being able to exceed that," Musk said on a conference call with investors last week, after an analyst asked whether he still stood behind the forecast. "That's five years from now. If you go five years in the past for Tesla, we were producing 600 cars per year—now we can produce 600 cars in three days. So I think going from here to 500,000 cars a year is a much smaller leap."

Tesla is already making some of the fastest-driving cars in the world. Now all it has to do is keep up with the old Model T.

bloomberg
Be Kind; Everyone You Meet is Fighting a Battle.
Ian Mclaren
------------------------------
If you have more than you need, build a longer table rather than a taller fence.
l6l803399
-------------------------------------------
So, first of all, let me assert my firm belief that the only thing we have to fear is...fear itself — nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance.
Franklin D. Roosevelt

Incognitus

  • Administrator
  • Hero Member
  • *****
  • Mensagens: 30961
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #18 em: 2015-08-11 02:20:41 »
Esse género de artigo já deve ser uma coisa encomendada. A TSLA vai ter que emitir acções e muitos bancos vão querer uma fatia das comissões.

Seguir o modelo T hoje em dia não significa nada. Muitas fábricas automóveis abrem logo com capacidade de produzir 250,000 veículos/ano, se necessário.
"Nem tudo o que pode ser contado conta, e nem tudo o que conta pode ser contado.", Albert Einstein

Incognitus, www.thinkfn.com

gaia

  • Ordem dos Especialistas
  • Hero Member
  • *****
  • Mensagens: 1970
    • Ver Perfil
Re: Tesla (TSLA) - Tópico principal
« Responder #19 em: 2015-08-11 12:02:56 »
Um bpm negócio é shortar TSLA , acho que há demasidas expectativas futuras.... ;)