[AccessD] OT Friday Special: Elon Musk

Bill Benson bensonforums at gmail.com
Sat Oct 3 10:37:28 CDT 2015


Jim, don't make him ... cry ... again.

On Sat, Oct 3, 2015 at 10:55 AM, Jim Hale <jim at therareshop.com> wrote:

> 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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