[AccessD] OT Friday Special: Elon Musk

[Jim Hale]

Meanwhile back on earth Tesla is losing altitude.

Jim H

Tesla Doesn't Have Much Breathing Room

What Tesla didn't say during its Model X unveiling was most important for
investors


ByCharley Grant Updated Sept. 30, 2015 5:46 p.m. ET 24 COMMENTS 

WSJ | 2015-09-30T21:46:00.000Z 


 

Tesla Motors' new Model X Signature crossover vehicle will protect its
passengers from biological warfare. That's great, so long as you don't roll
down the window.

And investors might be concerned with some more prosaic risks surrounding
the rollout of the Model X.

Tesla unveiled a higher-end version of the Model X which costs $132,000, and
delivered a handful of cars on Tuesday evening. Among the unique features on
the car is a HEPA air filter.

But it was what Tesla didn't say that might be of more interest to
investors. Namely, it didn't give details about the base price of the Model
X. Nor did Tesla give an update on when the Model X will be in full
production. It was originally slated to roll out in 2013.

This information is important because Tesla is counting on strong Model X
sales to reach its guidance of 50,000 to 55,000 vehicle deliveries in 2015.

Tesla already has lowered this guidance once. Any further reductions could
cast doubt on the company's ability to achieve scale. Tesla warned in August
that a "one-week pushout of this ramp due to an issue at even a single
supplier could reduce Model X production by approximately 800 units for the
quarter."

For a big car maker, such a small miss wouldn't matter that much. But Tesla,
and more importantly its stock, it will. The shares have so far this year
outperformed the S&P 500 by about 18 percentage points and it trades at
about 150 times forward earnings.

In that sort of rarefied atmosphere, even a small miss could leave investors
gasping

-----Original Message-----
From: AccessD [mailto:accessd-bounces at databaseadvisors.com] On Behalf Of Jim
Lawrence
Sent: Saturday, October 03, 2015 1:07 AM
To: Access Developers discussion and problem solving
<accessd at databaseadvisors.com>
Subject: Re: [AccessD] OT Friday Special: Elon Musk

Ha ha ha...

Jim

----- Original Message -----
From: "Stuart McLachlan" <stuart at lexacorp.com.pg>
To: "Access Developers discussion and problem solving"
<accessd at databaseadvisors.com>
Sent: Friday, October 2, 2015 10:44:38 PM
Subject: Re: [AccessD] OT Friday Special: Elon Musk

With great effort, I will refrain from stating my opinion of him!  

:)



On 2 Oct 2015 at 19:49, Jim Lawrence wrote:

> Hi Gustav:
> 
> Eton Musk is a modern hero...a man with true vision. We can sure use 
> many more like him.
> 
> Jim
> 
> ----- Original Message -----
> From: "Gustav Brock" <gustav at cactus.dk>
> To: "Access Developers discussion and problem solving"
> <accessd at databaseadvisors.com> Sent: Friday, October 2, 2015 7:35:52 
> AM Subject: [AccessD] OT Friday Special: Elon Musk
> 
> Hi all
> 
> Speak about a man with a vision on behalf of humanity. Can it be 
> greater?
> 
> You know, of course, about Elon Musk, but in a remarkable interview 
> last Sunday on the primary Danish broadcasting channel he really sets 
> the distance to the usual crowd of bragging business people who are 
> mostly in it for the money:
> 
>     https://www.dr.dk/tv/se/21-soendag/21-soendag-2015-09-27#!/
> 
>     Go to 25:55 at the time bar in the footer. The interview lasts for
>     about 12 minutes.
> 
> The in-between cuts are in Danish but you will probably guess what 
> they deal with except, perhaps, for the information that a large 
> contract with NASA was what in the last second saved him from 
> bankruptcy.
> 
> We need more people of this quality.
> 
> /gustav
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> 


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