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Tesla Motors (TSLA)

  • Tue, Jan. 13, 5:14 PM
    • Tesla Motors (NASDAQ:TSLA) CEO Elon Musk is making a highly-anticipated speech at the Detroit Auto Show in connection with the Automotive News World Congress.
    • The headline revelation so far from Musk is that the EV automaker's pace of sales in China declined in Q4.
    • He blames consumer misperceptions in the nation on the charging process for the fall.
    • Other significant disclosures from the Tesla chief so far include a prediction that the company will reach a run rate of a few million cars by 2025.
    • Musk also left open the possibility that Tesla could use franchised dealerships in the future.
    • A line for bulls to latch onto: "We're going to keep driving our volumes higher and higher."
    • Detroit Free Press live blog
    • Previously: Highlights from the Detroit Auto Show (Jan. 12)
    • TSLA -6.2% after-hours to $191.50.
  • Mon, Jan. 12, 1:48 PM
    • Ford (NYSE:F): The big focus on the F-150 is far from unexpected, although a Truck of the Year award for the model provides a nice bit of timing. Other news from Ford includes a new GT super car, a look at the next-gen Ford AppLink platform, and a new carbon initiative.
    • Nissan (OTCPK:NSANY): The automaker unveiled the Titan XD pickup truck at the show. The truck features 8-cylinders in a 6-cylinder segment. A dose of reality from Nissan as well. CEO Carlos Ghosn says 2015 could be a difficult year in the U.S. for the industry due to the high level of competition.
    • Tesla Motors (NASDAQ:TSLA): Elon Musk will be in the house tomorrow. The automaker is highlighting its dual motor, autopilot technology, and Supercharger network at its display booth.
    • General Motors: News from GM is largely focused on the new electric Bolt. Execs also reiterated the commitment to the Cadillac brand. $12B will go to develop 8 new models by 2020.
    • Toyota (NYSE:TM): Close attention will be paid to the reception for the Japanese automaker's redesign of the Tacoma. The automaker faces new challengers in the small pickup segment.
    • Daimler(OTCPK:DDAIF): CEO Dieter Zetsche sees 4% growth the global market in 2015 - a mark above what most industry analysts forecast. The exec thinks Mercedes-Benz will have a big year in China.
    • Volkswagen (OTCQX:VLKAY): A big win for the German automaker when the Golf was named the Car of the Year by NAIS. Execs call the achievement a starting point to get back on track in the U.S.
  • Mon, Jan. 12, 10:23 AM
    • General Motors (GM -0.1%) calls the new Bolt concept a "game-changing" model in the EV segment.
    • "Chevrolet believes electrification is a pillar of future transportation and needs to be affordable for a wider segment of customers," proclaims GM.
    • The automaker plans to offer the model in all 50 states and in many global markets. That statement could indicate GM plans to partner with an existing retail chain in an ambitious charging station build-out initiative.
    • A starting price of $30K for the Chevrolet Bolt is expected.
    • The details on performance, style, tech features, and crossover aesthetics are quite impressive - although it's relevant to note that GM use the word "concept" 22 times in its press release.
    • There's a vigorous debate on this 434-comment stream on the impact for Tesla Motors (TSLA -3.3%) and other EV manufacturers (TM, OTCPK:NSANY, OTCPK:BAMXY) from the Bolt development.
  • Sat, Jan. 10, 9:20 AM
    • General Motors (NYSE:GM) plans to introduce a new all-electric model with a driving range of close to 200 miles.
    • The automaker will unveil a concept version of the Chevrolet Bolt at the Detroit Auto Show next week.
    • The Bolt will be priced in a range of $30K to $35K, below that of several other EV entries including the anticipated selling price of the Model 3 from Tesla Motors (NASDAQ:TSLA).
    • A more advanced battery from LG Chem is promised than the one used in Chevrolet Volts.
    • 2014 GM EV sales: Chevrolet Volt 18.8K, Cadillac ELR 1.31K (full EV report)
    • Related stocks: OTCPK:BAMXY, OTCPK:NSANY, TM.
  • Thu, Jan. 8, 3:33 PM
    • The Tesla Model X prototype made an appearance by the Panasonic booth at the CES show.
    • There's been some expectation that the production version of the Model X will be unveiled by Tesla (TSLA) shortly with the EV automaker saying it aims to start deliveries to customers with orders on the books in Q3.
    • Customers ordering the Model X now can expect delivery in early 2016.
    • Tesla sleuths can go to work looking for anything new with this detailed video of the Model X at CES.
  • Wed, Jan. 7, 8:02 PM
    • Sales of electric vehicles in the U.S. rose 23%  to 119.7K in 2014, according to a summary from
    • December was the peak month of the year with EV sales of 12,784 units.
    • 2014 EV sales by model (estimated): Nissan Leaf 30.2K, Chevrolet Volt 18.8K, Tesla Model S 17.3K, Toyota Prius 13.2K, Ford Fusion Energi 11.55K, Ford C-Max Energi 8.4K, BMW i3 6.09K, Smart ED 2.59K, Ford Focus Electric 1.96K, Fiat 500e 1.79K, Cadillac ELR 1.31K, Toyota RAV4 1.18K.
    • Plug-in entries from Porsche, Honda, Kia, Volkswagen, and Mitsubishi all recorded sales of less than a thousand for the year.
  • Tue, Jan. 6, 8:20 AM
    • The spinoff of Ferrari could give Fiat Chrysler Automobiles (NYSE:FCAU) enough breathing room to seek a merger partner, according to auto industry analysts.
    • The rising cost of developing clean cars in Europe and the U.S. sets the stage for automakers to join forces through mergers and extended partnerships.
    • "Eventually it must happen," notes FCA chief Sergio Marchionne on the topic of mega-mergers.
    • No company is too big to be ruled out of the merger discussions due to the benefits of scaling investment costs and matching strengths/weaknesses in Europe, Latin America, China, and the U.S, note insiders.
  • Fri, Jan. 2, 11:14 AM
    • Tesla Motors (NASDAQ:TSLA) is down 3.34% on brisk volume to take shares to a two-week low.
    • There was worrisome news from China this week for Tesla. An extension of EV subsidies impacts the EV automaker with domestic automakers getting a lift and warning signs on demand also emerged.
    • The debate on the impact of falling oil prices also continues to swirl around Tesla with the national average for gas prices down to $2.23.
    • Though market data shows that sales of EVs have fallen off relative to the industry average over the last few months amid oil's slide, there's plenty of analysis out there indicating the $70K Model S is more resilient to the $2 gas overhang than cheaper EVs.
  • Dec. 31, 2014, 9:04 AM
  • Dec. 30, 2014, 4:18 PM
    • Tesla Motors (NASDAQ:TSLA) updates the estimated driving range for its family of Model S variants.
    • EPA 5-cycle range per Model S type: 85D @ 270 miles, P85+/P85/85 @ 265 miles, P85D @ 253 miles, 60 @ 208 miles.
    • The EV automaker has an online tool which estimates the potential range of a Model S based on a variety of factors including the impact of performance tires and average driving speed.
  • Dec. 30, 2014, 8:37 AM
    • China will extend subsidies on electric vehicles of up to 55K yuan ($8.8K) per vehicle until at least 2020, according to new draft rules published by the government.
    • The development is the latest indication that Beijing plans to back the EV industry in the region as part of a broadened pollution-control initiative.
    • Related news: Shenzhen (population ~10M) caps new car sales.
    • Stocks of interest: TSLA, OTCPK:BAMXY, KNDI, TM, and Berkshire Hathaway (BRK.A, BRK.B) via BYD Group.
  • Dec. 28, 2014, 12:40 PM
  • Dec. 26, 2014, 8:47 AM
    • Elon Musk on Twitter: "Roadster upgrade will enable non-stop travel from LA to SF -- almost 400 mile range." With the Roadster currently having a range of 244 miles, the upgrade stands to deliver a ~60% range boost. Details will be provided shortly.
    • Musk adds a similar upgrade for Tesla's (NASDAQ:TSLA) Model S (265-mile range with the 85 kWh battery pack) is "not coming soon," but will happen long-term.
    • Tesla sold ~2,500 Roadsters from 2008-2012. A next-gen model is rumored to be in the pipeline.
    • Earlier: Tesla pushes Model S in China
    • Update: Tesla has officially announced the upgrade, known as the Roadster 3.0 package. A new 70 kWh battery pack provides a 31% energy increase; "modern computational methods" allow drag coefficient to be lowered by 15%; and new tires provide a 20% improvement in rolling resistance coefficient. "There is a set of speeds and driving conditions where we can confidently drive the Roadster 3.0 over 400 miles."
  • Dec. 26, 2014, 3:02 AM
    • Elon Musk is partnering with used-car traders in China to help Chinese buyers trade in their old cars if they buy a Model S.
    • Tesla (NASDAQ:TSLA) will deduct the value of the sale from the price of the car, which in China starts at 648K yuan ($104K).
    • Musk expects to start building Model S sedans in the country within three to four years.
  • Dec. 23, 2014, 7:25 PM
    • It’s pretty clear why many energy stocks are hurting amid falling crude oil prices, but Morgan Stanley has researched across industries to determine some less clear-cut winners and losers.
    • Airlines consume huge amounts of fuel, but the firm says American Airlines (NASDAQ:AAL) and Allegiant Travel (NASDAQ:ALGT) should benefit more than most from lower oil prices since they do not hedge the price of fuel to reduce price volatility.
    • Among autos, Tesla (NASDAQ:TSLA) draws concern because "lower-for-longer oil certainly hurts the case for mass-market adoption of electric vehicles.”
    • Since lower gas prices should reduce shipping costs, Stanley sees the benefit trickling into Q1 per-unit shipping costs at Amazon (NASDAQ:AMZN).
    • The firm likes Monster Beverage (NASDAQ:MNST) on the idea that Americans getting cheaper gas might be more ready to splurge on energy drinks, and gas stations and convenience stores account for 75% of MNST’s sales.
    • Among apparel companies and retailers, Stanley likes brands that are most popular with lower-income consumers, who they believe are most likely to put the money they save into new purchases: PLCE, FL, FINL, BWS, SKUL, ARO, BURL, ROST.
  • Dec. 19, 2014, 5:58 PM
    • Consumer spending in several areas is likely to benefit from lower pump prices, but J.P. Morgan's Ryan Brinkman thinks the auto industry may benefit more than most from consumers having more money to spend on all things apart from fuel.
    • The analyst sees Goodyear Tire (NASDAQ:GT), American Axle (NYSE:AXL), GM and Ford (NYSE:F) - in that order - as best positioned to benefit, followed by suppliers with material exposure to full-size trucks and SUVs that is not as great as AXL, including Tenneco (NYSE:TEN), Lear (NYSE:LEA) and Tower International (NYSE:TOWR).
    • Tesla (NASDAQ:TSLA) is an exception, however, as Brinkman sees a potential reduction in the terminal value of cash flows on his reduced outlook for Model 3 vehicles if fuel prices remain low longer-term.
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Company Description
Tesla Motors Inc designs, develops, manufactures and sells high-performance fully electric vehicles and electric vehicle powertrain components.