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Tesla Motors (TSLA)

  • Dec. 9, 2014, 10:20 AM
    • Tesla Motors (TSLA -3.2%) trades lower as the impact of lower oil prices on demand continues to be hotly debated.
    • InsideEvs pegs the number of U.S. Model S sales in November at 1,200. The lukewarm demand in the month was somewhat expected in front of the P85D launch.
    • In regard to the P85D, the enthusiasts at the Tesla Motors Club blog have spotted the new model on the streets already.
    • The automaker confirms it opened two supercharger locations in Australia as it begins to build a network in the region.
  • Dec. 8, 2014, 10:45 AM
    • New data from indicates more than one million cars with a transaction price over $50K will be sold this year.
    • Sales at the price point are up 30.8% through November compared to a year ago.
    • Transactions for cars below the $50K level were up 4.1% for the same time period.
    • Detroit automakers (GM, F, FCAU) have big plans for the Cadillac, Lincoln, and Fiat brands in the U.S. in 2015.
    • Meanwhile, German automakers (OTCPK:DDAIF, OTCPK:BAMXY, OTCQX:VLKAY) are all increasing production capacity in the U.S. based on forecasts for strong high-end sales growth.
    • Strong demand in the U.S. for cars priced over $50K also bodes well for Tesla Motors (NASDAQ:TSLA).
  • Dec. 3, 2014, 2:00 PM
    • A research paper published in the Advanced Energy Materials journal last month suggests a new electrode design utilizing nanoparticles could dramatically reduce charging times for lithium-ion batteries.
    • Detailed tests by the academic researchers indicated that an experimental "porous interconnected" tin-oxide anode could be charged in 30 minutes with the same capacity as a 10-hour charge under the old design.
    • The development could have implications some day for Tesla Motors (NASDAQ:TSLA) and Panasonic (OTCPK:PCRFY) with their lofty Gigafactory goals.
  • Dec. 2, 2014, 3:19 PM
    • Tesla Motors (TSLA -0.3%) scored at the top of the latest Consumer Reports survey on car owner satisfaction.
    • The automaker stuck a 98% approval score, compared to the overall average of 70% seen across the 280 models included in the CR survey.
  • Dec. 1, 2014, 11:45 AM
    • Tesla Motors (TSLA -5.6%) slides to the $230 level as lower oil prices continue to be a factor for the EV automaker.
    • There's also a probing article out from SA contributor Alberto Zaragoza Comendador.
    • After Comendador asks how Tesla earned $204M in Europe last quarter from selling 1,061 Model S cars, a lively round of number-crunching breaks out in the comment stream.
  • Nov. 28, 2014, 12:19 PM
  • Nov. 28, 2014, 11:05 AM
    • Automobile stocks are higher as a group after oil prices slide.
    • General Motors (NYSE:GM) is up 2.3% and Toyota is 1.1% higher, while shares of Ford (NYSE:F) are just poking out a modest 0.1% gain.
    • There's some concerns that Ford's big bet on aluminum loses some of its relevance if gas prices shoot lower.
    • Daimler (OTCPK:DDAIF) and BMW (OTCPK:BAMXY) are both beating broad market averages with +1% gains.
    • EV automaker Tesla Motors (NASDAQ:TSLA) is down 2.1% on the day.
  • Nov. 24, 2014, 1:42 AM
    • Tesla (NASDAQ:TSLA) is in talks with BMW (OTCPK:BAMXY) over a possible partnership in battery technology, charging stations and light-weight components, Elon Musk told German weekly Der Spiegel.
    • In an interview published on Sunday, Musk called BMW's carbon fiber reinforced car body parts "interesting" and "relatively cost efficient," and expects Tesla to have a battery production plant in Germany in five to six years.
  • Nov. 19, 2014, 10:34 AM
    • Tesla Motors (TSLA -4.1%) trades lower after Morgan Stanley lowers its forecast for 2015 Model X deliveries to 5K from 15K.
    • The investment firm is now below the Street consensus with a 2015 EPS estimate of $2.45 on Tesla.
    • Elon Musk has tweeted that rumors (MS reference) about the EV automaker canceling its Model X falcon wing door plan are false. Tesla labels the doors "falcon wing" because they are hinged near the roof and open up similar to DeLorean cars from the 1980s.
  • Nov. 14, 2014, 11:24 AM
    • Tesla Motors (TSLA +0.9%) is offering discounts on some 2014 Model S vehicles, sources tell Consumer Reports.
    • The publication says the Model S price cuts are being determined by the length of time since production and miles on the odometer.
    • The development isn't completely shocking with rave reviews out for the 2015 Model S and plenty of anticipation for the Model X.
    • Still, some Tesla watchers such as Stanphyl Capital Management are pointing at the "production-constrained" claims of Elon Musk in prior statements.
  • Nov. 13, 2014, 2:47 PM
    • The top powertrain business development exec at Tesla Motors (TSLA +1.5%) says the automaker's storage battery system for residential solar rooftop setups will be ready in the second half of 2015.
    • The comments from Mateo Jaramillo were made at the California Power and Gas Conference in San Francisco.
  • Nov. 12, 2014, 10:06 AM
  • Nov. 6, 2014, 8:22 AM
    • Tesla Motors (NASDAQ:TSLA) CEO Elon Musk was pressed harder on production numbers during the automaker's earnings call than during previous quarterly calls.
    • The exec says hitting the 50K Model S delivery mark in 2015 won't be "super hard" based on where the company is currently trending.
    • On Model X production: Musk is quite hesitant to throw out any hard numbers with production still at risk of delays, although he notes he's confident demand will end up very high. The slight delay in the X launch is due to Tesla's quest for high standards. "It's hard to engineer and it's hard to produce," says Musk.
    • On capital: "We don't see any near-term need to raise money," notes Musk.
    • Earnings call transcript
    • TSLA +2.80% premarket to $237.60.
  • Nov. 5, 2014, 4:36 PM
  • Nov. 5, 2014, 4:30 PM
    • Tesla Motors (NASDAQ:TSLA) says it delivered 7,785 Model S units in Q3 vs. company guidance of 7.8K and expectations from analysts in the 8K-8.2K range.
    • As tipped in an Elon Musk tweet last week, deliveries in North America were up 65% Y/Y during the month of September.
    • Non-GAAP gross margin was 23.0% vs. 26.8% in Q2 and 22% a year ago. Higher R&D expenses on the dual motor drive were a factor.
    • Tesla took in $31M from powertrain sales during the quarter and $93M in regulatory credits.
    • Guidance: Tesla expects to produce 35K for the full year and deliver 33K. Previous projections for 2015 are held firm. The automaker expects its non-GAAP gross margin rate to exceed 28% in Q4. Model X deliveries are slated to begin in Q3 of 2015, a few months back from initial projections.
    • A conference call is scheduled for 5:30 PM ET (webcast).
    • Tesla shareholder letter (.pdf)
    • TSLA +4.8% AH to $242.00.
  • Nov. 3, 2014, 1:12 PM
    • A review of the Tesla Motors (TSLA +0.7%) 2015 Model S P85D out from Motor Trend seems to back up the claims of Elon Musk on the lightning-fast acceleration of the vehicle.
    • A 3.1-second 0-to-60 MPH time (almost F-1 territory) is recorded in testing of the +$100K sportscar.
    • "Brace yourself, Teutonic Status Quo, because the quickest-accelerating sedan in the world isn't German anymore. It's from California," expounds MT.
    • What to watch: Automobile insiders say the P85D is a brand builder, but the appeal of the Model X to the masses is still the essential variable to the Tesla equation.
TSLA vs. ETF Alternatives
Company Description
Tesla Motors,inc., designs, develops, manufactures and sells high-performance fully electric vehicles and advanced electric vehicle powertrain components.