Tesla Motors

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  • Mar. 18, 2015, 3:26 PM
    • Tesla Motors (TSLA +2.4%) is up and running again in New Jersey after Governor Chris Christie signed a bill to allow the company to sell directly to consumers.
    • The automaker is required to have at least one service center open in the state.
    | Mar. 18, 2015, 3:26 PM | 70 Comments
  • Mar. 17, 2015, 3:36 PM
    • It's been a quiet week so far with Tesla Motors (TSLA -0.2%) as investors wait to see what a driving range update on Thursday is all about.
    • Several analysts have suggested the software upgrade will include an improved frequency modulation technique (DC to AC conversion) which could boost the range of Tesla Model S vehicles.
    • Global Equities Research thinks Tesla engineers have some patent applications (#20140253023, #20140209344, #20140152315, #20140153150, #20130328531, #20130307491) pending that could give the EV company an advantage over other auto manufacturers with its inverter technology.
    • An advanced reporting system or a new charging partnership have also been teed up as potential ways Tesla may tackle the issue of driving range anxiety.
    • Previously: Tesla to unveil Model S software update (Mar. 16 2015)
    | Mar. 17, 2015, 3:36 PM | 122 Comments
  • Mar. 16, 2015, 2:29 AM
    • Tesla (NASDAQ:TSLA) will present a software update to its Model S vehicle at a news conference on Thursday that is designed to allay fears that drivers will run out of power for their cars, Elon Musk announced on Sunday.
    • "Tesla press conf at 9am on Thurs. About to end range anxiety ... via OTA software update. Affects entire Model S fleet," Musk said in a tweet.
    | Mar. 16, 2015, 2:29 AM | 180 Comments
  • Mar. 14, 2015, 10:41 AM
    • BYD Company sold a subsidiary to Holitech this week for 2.3B yuan ($368M).
    • The Chinese company said in its filing with the Hong Kong exchange that it intends to allocate more resources to develop its new-energy vehicle business to expand on existing levels of electric car and bus production.
    • A new 3B yuan ($479M) bond offering from BYD is also in the works.
    • BYD is emerging as the main competitor to Tesla Motors (NASDAQ:TSLA) in the electricity storage industry with plans to triple battery production.
    • Execs with BYD maintain the company could produce ~34 GWh of battery capacity by 2020 if demand trends are strong - a pace that rivals projections for Tesla's Gigafactory production.
    • Berkshire Hathaway (BRK.A, BRK.B) owns a sizable stake in BYD Company (OTCPK:BYDDY, OTCPK:BYDDF).
    • BYD's aggressive positioning could have some impact on companies tied to the lithium industry.
    • Potential lithium plays: OTCPK:PCRFY, ARTX, SQM, ENS, OTCQX:WLCDF, FMC, LIT (add your own in the comment stream).
    • Previously: Dark cloud over China auto market (March 4)
    | Mar. 14, 2015, 10:41 AM | 285 Comments
  • Mar. 13, 2015, 10:07 AM
    • Tesla Motors (TSLA -1.3%) reassigns Jerome Guillen to a customer-satisfaction position away from duties as the automaker's global sales chief.
    • The company is looking to hire separate executives to head sales operations in Asia, North America, and Europe.
    • Deutsche Bank reduced EPS estimates on Tesla in a revision based in part on foreign currency action. 2011 EPS is taken to $0.11 from $0.52 and 2016 goes to $1.75 from $2.00.
    • Long-term potential on Buy-rated Tesla overrides the short-term F/X impact, according to DB.
    • A video note from Morgan Stanley isn't particularly helpful. Tesla shares could multiple by 10X or lose half their value during a wild ride, surmises MS.
    • The firm also gives an Orwellian twist to the story by noting Tesla can monitor drivers 24 hours a day through its advanced software.
    | Mar. 13, 2015, 10:07 AM | 155 Comments
  • Mar. 12, 2015, 7:57 AM
    • Toyota (NYSE:TM) confirms that yesterday's recall of RAV4 EVs due to a software flaw in the propulsion system involved a component supplied by Tesla Motors (NASDAQ:TSLA).
    • The recall only involved 2.5K vehicles - a minor amount compared to the high-profile GM (ignition switch) and Honda (airbag) recalls over the last year.
    • Details on the RAV4 EV issue are limited as automakers typically clam up when asked for breakdowns on recall costs and supplier relationships.
    • The partnership between Toyota and Tesla ended last year with the Japanese automaker turning part of its focus to hydrogen-powered cars.
    • Previously: New round of Toyota recalls total 112.5K (Mar. 11 2015)
    | Mar. 12, 2015, 7:57 AM | 102 Comments
  • Mar. 10, 2015, 6:11 PM
    • Tesla Motors (NASDAQ:TSLA) says it can deliver its top-of-the-line P85D Model S dual-motor, four-wheel-drive electric sedan within 20 days, far shorter than its less expensive models and indicating it has shifted production to the $105K-and-up sedan to boost revenue, WSJ reports.
    • TSLA’s online ordering tool this week shows the P85D is available for delivery in late March, while the $71K-and-up single-electric motor Model S is first available in May.
    • The short wait time - in the past year deliveries have been as long as three months - raises concerns about the strength of demand for TSLA’s pricey cars, the report says.
    | Mar. 10, 2015, 6:11 PM | 108 Comments
  • Mar. 10, 2015, 12:48 PM
    • Tesla Motors (TSLA +1.2%) is higher on the day on solid volume after starting off in negative territory.
    • A Tesla presentation at the ROTH Conference in California on the Gigafactory is shifting some focus away from the automaker's struggles in China.
    • The early part of the presentation has covered the potential of the Gigafactory without going into specifics.
    • Last week, CEO Elon Musk tweeted a link to a picture of the Nevada site in an  attempt to show construction was firmly on target.
    • Shares of Tesla are down 13.3% YTD.
    • ROTH Conference webcast
    | Mar. 10, 2015, 12:48 PM | 121 Comments
  • Mar. 9, 2015, 2:57 AM
    • Tesla (NASDAQ:TSLA) has confirmed that it will cut jobs in China as it continues to grapple with slow sales in the world's biggest car market.
    • Tesla declined to specify how many jobs would be cut, but China's Economic Observer reported earlier that the automaker would eliminate 30% of its Chinese staff, or about 180 of its 600 employees.
    • According to a Reuters report last month, Tesla only sold 120 cars in China during January.
    • Previously: Does Tesla Motors have a China problem? (Feb. 10 2015)
    | Mar. 9, 2015, 2:57 AM | 163 Comments
  • Mar. 6, 2015, 3:59 PM
    • Tesla (TSLA -3.4%) says construction of its Nevada Gigafactory remains on schedule despite a report from a local newspaper that said the project was delayed.
    • The International Brotherhood of Electrical Workers union had posted on a jobs board that the construction project had been cut back 80%, according to a report in the Reno Gazette-Journal.
    • The plant, which may cost as much as $5B, is designed to more than double the world’s supply of lithium-ion batteries, driving down costs and making electric cars more affordable.
    | Mar. 6, 2015, 3:59 PM | 135 Comments
  • Mar. 4, 2015, 1:59 PM
    • Tesla Motors (TSLA +0.3%) is advertising for 78 open positions for its new stationary-storage unit.
    • The company calls the business a multi-billion dollar revenue maker in the near term in one of the job descriptions (see DevOps posting).
    • Tesla has promised more details on its energy storage plans in the near future after listing it as a current product in recent SEC filings.
    • Analysts have noted the potential for the company to realize lusher margins in storage supply than automobiles.
    • Tesla Motor's Annual Report (10-Q filing)
    | Mar. 4, 2015, 1:59 PM | 121 Comments
  • Mar. 4, 2015, 12:34 PM
    • Investors betting on the Chinese automobile market need to factor in how runaway pollution impacts investment potential, warn analysts.
    • The air Pollution index in China has hit dangerous levels this week with Beijing registering a 168 today and Nanjing hitting a shockingly high 288 yesterday (extremely unhealthy).
    • Other cities with an "unhealthy" reading on air quality include Guangzhou, Nanjing, Maanshan, Chengdu, Chuzhou, Zhenjiang, Yahgzhou, Wuhu, and Hong Kong.
    • Reports indicate the Chinese population has become more concerned about the medical ramifications of long-term exposure to pollution.
    • Some automobile industry watchers think foreign car manufacturers could benefit at the expense of domestic automakers if the government in China is to take further steps to push low-emission cars and EVs.
    • The other side of the equation is the restrictions placed on car sales in certain regions in the nation.
    • China auto sales are expected to rise 8.3% this year.
    | Mar. 4, 2015, 12:34 PM | 140 Comments
  • Mar. 3, 2015, 3:16 PM
    • All-electric and plug-in hybrid car sales showed only modest growth in the U.S. during February.
    • A slow pace of sales in February was expected for the Leaf and Chevrolet Volt with General Motors and Nissan holding back on marketing efforts in front of this summer's release of next-gen models.
    • The surprise of the month may have been BMW i3 topping the 1K mark during the tough weather period and with lower gas prices in the background.
    • YTD EV sales are running slightly ahead of last year's pace.
    • Looking ahead: Though EV sales are only a fraction of the total U.S. auto market, repping only ~15% of sales of the Toyota Camry for instance, major bets are being laid out by automakers on research and development. Exponential demand growth in the segment will be needed to make the Model X, Chevrolet Bolt, BMW i3, 2016 Toyota Prius PHV, 2016 Leaf, and other notable entries major successes.
    • February EV sales scorecard (units): Nissan Leaf 1,198, Model S 1,150 (estimated), BMW i3 1,089, Chevrolet Volt 693, Toyota Prius PHV 397 (plug-in not conventional hybrid), Cadillac ELR 127, Chevrolet Spark 119, BMW 113.
    • Related stocks: Tesla Motors (NASDAQ:TSLA), Toyota (NYSE:TM), BMW (OTCPK:BAMXY), Nissan (OTCPK:NSANY), General Motors (NYSE:GM).
    | Mar. 3, 2015, 3:16 PM | 89 Comments
  • Mar. 2, 2015, 10:49 AM
    • Tesla Motors (NASDAQ:TSLA) is down 3.17% to $196.88 on above-average volume.
    • The last few times Tesla shares have slid under the $200 mark there has been enough support to lend a relatively quick recovery, although Tesla skeptics think this time around is different.
    • The release of Tesla's 10-K late last week has been the biggest story over the last few days.
    • 10K-sleuthing: Barclays noted earlier today that Tesla is now building cars beyond the number of orders it has piled up and that gigafactory costs are only in their infancy. The WSJ dug out that Tesla staffing went up 73% Y/Y to 10,161 and the R&D spend was up 100.3%. On a per-vehicle basis, advertising and marketing costs rose 273% to $1,493. Some hints on the Model X were viewed as favorable.
    • Tesla Annual Report
    | Mar. 2, 2015, 10:49 AM | 255 Comments
  • Feb. 26, 2015, 11:33 AM
    • Tesla Motors (NASDAQ:TSLA) is up over 3% on a volume spike off a shaky rumor linking Apple to the EV automaker.
    • It's possible that algorithm trading kicked in when a Chinese site titled an article "Apple's acquisition of Tesla" and ran loose with some speculation.
    • Here's the Chinese site which kicked off the buzz and the Google Translate version which doesn't show much fruit on the Apple tree.
    | Feb. 26, 2015, 11:33 AM | 106 Comments
  • Feb. 24, 2015, 1:25 PM
    • Consumer Reports selects the Tesla Model S as the best overall model with an overall score of 99 on a combined measure of safety, performance, and reliability.
    • Though scoring off the charts on performance and equivalent gas mileage, the Model S was only "average" for reliability.
    • Other segment winners are listed below.
    • Compact car: Subaru Impreza (test score 79).
    • Midsize sedan: Subaru Legacy (test score 89).
    • Large car: Chevrolet Impala (test score 91).
    • Luxury car: Audi A6 (test score 90).
    • Green car: Toyota Prius (test score 75).
    • Sports sedan: Buick Regal (test score 83).
    • Small SUV: Subaru Forester (test score 86).
    • Large SUV: Toyota Highlander (test score 84).
    • Minivan: Honda Odyssey (test score 84).
    • The pickup category was skipped by CR due to the newness of the F-150 and Chevy Colorado launch.
    | Feb. 24, 2015, 1:25 PM | 281 Comments
Company Description
Tesla Motors Inc designs, develops, manufactures and sells high-performance fully electric vehicles and electric vehicle powertrain components.