Daimler Closes Tesla Hedge, Dumps Shares, Grabs Cash, Runs
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- Tesla Motors started taking online orders for Model S from Tmall.com.
- Tesla will allow its competitors in China to use its patents free of cost.
- Negative review about Tesla cars at a summit in China could affect sales.
- With the stock up 13-fold since it IPO in just over four years, critics start wondering whether Tesla may be hyped or if it can really live up to expectations.
- In this article we will try to answer this question by providing a thorough analysis on amultitude of subject important to the future of Tesla Motors.
- We will analyze the upcoming Gigafactory, Tesla's ambition in China, the Supercharger network, the ModelX and projected sales of future Tesla models and more.
- Lastly we'll give some perspectives on Tesla's current valuation and we'll conclude with a technical analysis in order to predict the stock's short-term direction.
- Country specific issues related to installation of chargers.
- Foxconn plans to invest $811 million to manufacture cheap electric cars thus increasing competition.
- Tax break is important for Tesla Motors.
Tesla: Why This One Thing Is The Biggest Game Changer Yet
- One of Tesla’s strengths is actually a weakness.
- That weakness is going away.
- Expect to see demand rise even further accordingly.
- China Emphasizing Battery Electric Vehicles.
- Tesla Rolling out Vast Network of Charging Stations and sales points with Chinese partners.
- Japan a tougher market to crack with its concentration on hybrid technology.
- Other Asian markets unlikely to have the mass volume or open markets in the short term.
- Success of Joint Ventures in China will be Key for Tesla.
- Tesla Motors, an American manufacturer of high-end electric cars, has long been a very popular, reliable stock.
- Despite the fact that it is almost always a worthy stock to invest in, certain current business developments make Tesla even more of a bull at present.
- Specifically, TSLA’s branching into self-driving cars, varyingly priced models, international markets, deals with Toyota, and gigafactory construction could increase the stock’s success in the short and long terms.
- I Know First predicts a bullish forecast for TSLA in the 1-month and 3-month time frames.
- Bears were well-prepared to sell-the-news after hours on Tesla.
- The dual drive option is indeed a game changer.
- Autopilot impressively leapfrogs the competition in the race towards autonomous driving.
- People were looking for a Model S refresh. Well, this is it!
- The market easily forgets that Tesla is still only a small company with only a few thousand employees.
There Is Something In The 'D' Which Might Prompt Direct Competition
- Tesla finally unveiled its 'D' Model S.
- The car has new features in what regards AWD, performance (acceleration, mostly) and driver assistance features.
- These improvements should drive a couple of consequences, which I highlight in the article.
- Tesla's Model S P85D delivered the predicted level of performance, and little more.
- With Model X deliveries delayed until summer 2015, this is Tesla's desperate attempt to have AWD available for ski season.
- Tesla (and Chairman Elon Musk) may face huge buyback liability as 2WD Model S cars glut market when high-end Tesla owners switch to the P85D.
- As anticipated, Tesla adds four wheel drive and driver assistance features.
- This makes Tesla as powerful and fast as a $61,000 Dodge.
- Most of Tesla’s driver assistance features have already been available on most cars sold for a fraction of Tesla’s price.
- It looks like Tesla Model D stood for Dodge -- as in, as fast as a $61,000 Dodge.
- Elon Musk will unveil the 'D' on October 9, 2014.
- It is likely that Tesla may launch computer controlled Model S electric sedan.
- Tesla will need to consider hacking risk and accident liability associated with automated cars.
- Global sales of Model S is peaking at 2500 per month.
- Tesla’s China story is taking a wrong turn.
- Interest in Tesla Model S is declining.
- Other car makers are overtaking Tesla in its home ground of electric cars.
- Tesla needs Model C to save the day.
Tesla's PR Advantage: Tons Of Attention For Nothing Important
- Tesla will announce a few new features Thursday, plus perhaps a surprise beyond the new features such as the “final” version of the Model X.
- Most people are assuming this will be about four wheel drive, and some automated driver assistance features.
- Neither four wheel drive, nor automated distance features are anything new or better than the competition.
- No other car company would get any attention for announcing any of these things.
- Tesla’s VP Of Communications Simon Sproule resigned abruptly yesterday, after almost seven months on the job.
- The timing is strange, given that Sproule was likely extremely well-informed about the company’s upcoming announcements and results.
- From this week’s product reveal, to the quarterly results and outlook, and next year’s Model X - this is a sign that has downside potential.
Tesla: In The Face Of The 'D' Hype, We Stick To Our $210 Target
- We placed a $210 price target on Tesla and we're sticking with it, even with the "D" announcement coming this week.
- We believe the company has had an outstanding run, but that all good things must come to an end.
- A stretched valuation combined with a nervous looking broad market could be the combination that helps pull Tesla back.
Tesla Motors: Challenges Ahead Can Help Short Sellers Gain 25%
- Tesla Motors is banking on Model X and Model 3 to drive future sales growth.
- There are quite a few challenges down the road including increasing competition, emerging battery technologies and short-term problems in China.
- Future sale projections look rather over-optimistic and several industry analysts pointed that out. $180-$190 is a reasonable price target for Tesla.
- Tesla is a short-sell candidate and the risk to the short-sellers is remote due to very high PE of the company.
Today, 8:38 AM
- There's some speculation in the automobile sector that BMW (OTCPK:BAMXY) purchased the stake in Tesla Motors (NASDAQ:TSLA) unloaded by Daimler (OTCPK:DDAIF).
- The two automakers have long been linked as potential partners due to their complimentary strengths.
- Previous: Daimler unloads Tesla stake, Toyota sells Tesla shares.
- TSLA trades flat in premarket action.
Today, 1:52 AM
- Toyota (NYSE:TM) is now the next automaker to sell a stake in Tesla (NASDAQ:TSLA), although it did not disclose the timing or amount of the sale.
- Daimler unloaded its remaining 4% stake in the electric car earlier in the week for $780M.
- Toyota invested $50M in Tesla in May 2010 (giving it a 2.5% stake at the time), ahead of the company's IPO in June that year.
Wed, Oct. 22, 8:07 AM
- A new report from Advanced Automotive Batteries dissects Tesla Motors (NASDAQ:TSLA) and its gigafactory battery project.
- It's quickly noted that most major automakers are designing EVs around government mandates instead of looking to be transformative.
- The research firm forecasts Tesla and Panasonic (OTCPK:PCRFY) will strike a deal which will stage in Panasonic's investments through 5- to 10-GWh plant capacity additions at a time.
- Cost reduction benefits from the gigafactory are expected to kick in after 2018.
- Tesla's annual unit sales could eclipse the 200K level by 2020 if demand in China is strong.
- Extracts from Tesla battery report (.pdf)
Tue, Oct. 21, 4:52 PM
- Daimler (OTCPK:DDAIF) has sold its 4% stake in Tesla (NASDAQ:TSLA), and terminated the share-price hedge it started in 2013. The sale will "result in a cash inflow of around $780 million" for the Mercedes parent.
- Daimler affirms it will continue sourcing the powertrain for its Mercedes B-Class Electric Drive from Tesla - development work is now complete - and keep cooperating on "current projects."
- Tesla's value has risen a bit since Daimler originally acquired a 9.1% stake back in '09.
- TSLA -1.3% AH.
Tue, Oct. 21, 2:54 PM| 150 Comments
Fri, Oct. 17, 10:45 AM
- A blog post from Tesla Motors (TSLA +2.3%) calls out politicians in Michigan for last-minute changes to a bill which effectively limit the automaker's ability to sell directly to the public in the state.
- The updated bill didn't see any public debate or commentary before ending up on the Governor's desk.
- Under the harsh terms of the late amendment, Tesla can't even operate a gallery to showcase models in the home state of the Big Three.
Wed, Oct. 15, 1:46 PM| 50 Comments
Tue, Oct. 14, 9:26 AM
- Research firm IHS is out with teardown analysis of the electronics inside a 2013 Tesla Motors (NASDAQ:TSLA) Model S.
- Perhaps the biggest surprise was the amount of design work the EV automaker did on its own to customize the model's features.
- As expected, there's plenty of chips from Nvidia (NASDAQ:NVDA), while Innolux and Japan Display Inc. (Sony, Toshiba, Hitachi) are also prominent.
- What to watch: The comprehensive teardown puts IHS a step ahead of some Tesla watchers. A cost breakdown of the parts could be upcoming.
Mon, Oct. 13, 11:30 AM
- Tesla Motors (TSLA -4.7%) slips lower again in an ongoing reaction to last week's D-announcement from the EV automaker.
- As noted by Wired, the slide in TSLA lines up fairly close to the post-Musk tweet run-up.
- Credit Suisse is out with a positive note in defense of the EV automaker.
- The investment firm has increased confidence that Tesla will reduce its battery costs and thinks the Model X will be highly competitive in the premium SUV segment.
Fri, Oct. 10, 9:24 AM
- Tesla's (NASDAQ:TSLA) dual-motor, all-wheel drive, P85D features plenty of advanced driver-assistance features, enough so that it's declared to have an autopilot mode. Model S cars produced over the last two weeks also have the hardware to support the features, some of which likely rely on Mobileye's (NYSE:MBLY) systems.
- Ars Technica: "[Tesla's] hardware includes forward-looking radar, image-recognition cameras, and 360-degree ultrasonic sonar. All these gizmos will give the Model S the ability to read speed limit signs and cruise at whatever the road's limit happens to be, along with the ability to automatically change lanes when a driver indicates with the car's turn signal. The updated autopilot package will also include standard driver assistance tools like lane departure warnings, adaptive cruise control, and automated braking."
- However, the P85D is a high-end car: Prices range from $105K-$120K. Dual-motor Model S units will sell for $71K-$85K. The release of a mass-market Tesla remains a future event.
- Previous: Tesla adds driver-assistance features; Mobileye a likely supplier
- Update: Deutsche says Mobileye is the supplier for Tesla's camera-based systems.
Fri, Oct. 10, 8:13 AM
- Tesla Motors (NASDAQ:TSLA) trades lower after introducing the new versions of the Model S last night.
- The 60D and 85D version of the Model S feature all-wheel traction, while the EV automaker says the P85D is the fastest accelerating 4-door car ever.
- Early reaction: Automobile analysts have had a largely favorable reaction to the unveiling so far. The new automated driving system features from Tesla impress, particularly the forward-looking radar which can see through snow and fog. Skeptics still wonder if the Model S enhancements will drive sales higher or push the company into the mass-market segment.
- TSLA -6.0% premarket to $241.68.
Fri, Oct. 10, 4:26 AM
- Tesla (NASDAQ:TSLA) CEO Elon Musk last night unveiled a dual-motor high-end Model S vehicle, which will be able to travel 275 miles on a single charge and accelerate from 0-60 miles per hour in 3.2 seconds - the same as the McLaren F1.
- Dubbed the P85D, the sedan will have "auto-pilot" software that includes self-parking.
- Tesla plans to start shipping the car in December.
- The launch presumably reveals what Musk meant when he cryptically tweeted about a "D" last week.
Thu, Oct. 9, 1:26 PM
- Credit Suisse adds Tesla Motors (TSLA -0.4%) to its Top Picks list.
- Analysts Dan Galves thinks the EV automaker's competitive advantages are sustainable.
- He forecasts near cost-parity for Tesla with IC-powered vehicles by 2017 at which point the company could see margins widen or lower prices on models to grab market share.
- CS has a $325 price target on TSLA. Previous: D-day arrives for Tesla Motors
Thu, Oct. 9, 7:44 AM
- Tesla Motors (NASDAQ:TSLA) is due to make an announcement today at 10:00 p.m. EDT from the Hawthorne Airport in California.
- Most analysts expect the EV automaker will announce details on a new all-wheel drive version of the Model S and unveil some self-driving capabilities.
- Shares of Tesla are up 1.4% to $263.00 in premarket action.
Wed, Oct. 8, 1:53 PM
- The EPA says the fuel economy of 2013 models sold in the U.S. averaged 24.1 mpg, up half a mpg from the prior year's model.
- The modest 2.1% improvement is below the pace called for by some environmental groups and just a fraction of what would be needed to keep pace with the government's target for a 54.5 average mpg for the 2016 model year.
- A higher mix of SUV and truck sales offset technology gains by automakers.
- Related stocks: GM, F, TM, OTCPK:FIATY, HMC, OTCPK:NSANY, TSLA, OTCQX:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXY, OTC:KIMTF, OTCPK:MMTOF, TTM, OTCPK:SZKMY, OTCPK:FUJHY, HMC, FCA.
Wed, Oct. 8, 8:31 AM
- Sales of electric vehicles in the U.S. aren't keeping pace with the broader market, according to data compiled by Cowen Research.
- Sales of EVs rose 1% Q/Q in Q3.
- On a market share basis, EVs account for 0.7% of sales this year while hybrids are at 2.9%.
- Models with lithium batteries account for a higher percentage of EV sales than nickel-based batteries, notes Cowen.
- Related stocks: OTCPK:NSANY, TM, HMC, TSLA, GM, OTCPK:BAMXY, OTCPK:MMTOF.
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