MSRP for SLS? $500K. $400K more than the average Model S?

404 Better not found.

Needs to be repeated more often. Musk isn't trying to make a killing off of this. He's really just trying to change the automotive/technology/energy industry. I'm pretty sure he would be pretty happy to see GM, Ford and Toyota making EVs even if they forced TSLA out of the market.

Why do people constantly think that when someone correctly predicts a short opportunity its because they're a "hater." So much ignorance on these forums. I love Elon Musk, I love Tesla as a product and what they stand for. That doesn't mean I shouldn't look at their stock valuation objectively. Someone who analyzes an opportunity takes the fact that they love or hate a product out of the equation. It's just analysis followed up by money and instinct.

Also, the amount Musk is up lifetime on Tesla doesn't change my statement about him losing nearly 25% of his net worth in a single week between solar city and tesla. He was still worth 25% more before this week started, period. It's a lot for anyone to lose, especially when all of your money is tied up in the company (he was broke a couple years ago as I'm sure you know, and had to borrow money from friends just to pay for living expenses.)

100% agree with this.

My family is a 3 car family (wife's car, my car, my pickup for work) and I could certainly see us selling my car and buying an EV once they get under the $30Kish mark.

I could see a lot of my neighbors doing the same thing. Plus in states like hawaii, where it's impossible to go 200+ miles I think EVs will be HUGE pretty soon.

Sure the SLS gives me a hardon. But it doesn't really compete with the 7 seater family sedan Tesla Model S that is being sold in volumes right now.

Imo other car makers should worry, Tesla doesn't just do battery right, they do almost everything right except being able to produce enough cars. Once the Model E can be ordered I will probably order one just because I am so impressed with everything they have done with Model S. Almost everything thing I hate with other cars they nail. Not considering that EV is perfect for me who take the train or fly when I have to travel longer distances, I would still buy it because Tesla does damn fine cars.

Ok, so objectively where would someone predict this stock price to go in the next 6-12 months, if they were being truly objective?

Sub $70. The likelihood of more fires is going to weigh on this stock (it appears that hitting rather common road debris turns you car into a flaming $70,000 wreck), as are production levels and the recent drop. This is from a guy who argued against shorting at $90 and $130.

So, objectively, if we're being objective, I would take no position in the 130-140 range which was my target short range once it went above 190. I just have no idea where it will go from here. They were immensely underwhelming in their latest results, and now are consistently having headlines of fires. Taking a position here would be purely speculative for me. I think the company is worth even less than its current valuation, but the stock carries an automatic higher valuation due to people's overestimation of Elon Musk's ability to run a business (3 consistently unprofitable businesses are apparently not enough for Musk fanboys to realize this.) Once again I'm a Musk fanboy, who's just objectively being objective.

Don't forget, this company will be sold within 5-7 years so it's just a matter of how cheaply you can get in. No reason it can't swing all the way back down to $70 in the short term, but it'll be in the stratosphere by 12 months from now when the X is taking off, the E comes closer to reality and the superchargers are everywhere. But at the end of the day Toyota(or someone) is going to pay record cash for this company as Elon ejects and moves on to SpaceX full-time.

By the bye, the guy who had the most recent fire has a blog up on the incident...

From a Model S owner in Tennessee

"lol at seth"... Those were honest questions and in no way "conditions" i would just prefer to compare apples to apples, and as a matter of FACT the Model S and X have very few true comparables that competitors have been able to bring to market (i mean how many versions of 70k full EV 4WD minivans are out there right now). I have probably spent just as much if not more time looking at Tesla in the last 6 months as anyone ITT and some of the arguments being made are weak to say the least.

Model S and SLS EV are not equal, the SLS looks like every Mercedes sports car ever made and lacks all of the functionality of the Model S and X... lets compare deliveries in a year see what the consumer thinks... Is this car really 500k and we are comparing the two?

One thing that hasn't been mentioned here. I am sure some agency is doing an investigation on the tsla fires, as well as an internal investigation. So what if they have to redesign the car, change things, or even get a recall on the cars....? TSLA downplaying it, (one fire every ~20million miles driven), but those fires aren't from running over road debree, those are generally from major crashes.

The batteries are shielded by a 1/4 inch aluminum shield. If they change to steel, that adds tons of weight, range/performance decline. If they make it a thicker aluminum shield, still adds some weight, but more importantly the whole car would have to be redesigned I would imagine.

Don't know how to weigh the possibility of this happening, but I would imagine a recall might end TSLA as a going concern right?

All the fires so far have left passenger cabin in tact so i dont see why theyd totally redesign.

Anyone still watching this?

TSLA going under 100 soon?

http://www.teslamotors.com/blog/mission-tesla

Called out. Damn. I especially like this:

No opinion on the stock either way, but I want to buy a Tesla.

Came to post this as well. A very salient point, IMO.

OK?

The best case scenario is a successful niche player. Stock is still hilariously overvalued.

http://www.businessinsider.com/nhtsa...gation-2013-11

Government Rebukes Tesla For Saying It Requested The Model S Fire Investigation

In a blog post today, Elon Musk addressed the three recent Tesla Model S fires, saying Tesla had "requested that the National Highway Traffic Safety Administration [NHTSA] conduct a full investigation as soon as possible into the fire incidents."

That's all well and good, until you consider the statement the NHTSA made to Street Insider, dismissing the notion that the investigation was Tesla's idea:

NHTSA's decision to open any formal investigation is an independent process.

In regards to Tesla, the agency notified the automaker of its plans to open a formal investigation and requested their cooperation, which is standard agency practice for all investigations. The automaker agreed to do so.

NHTSA Administration David Strickland went further, telling a House panel today that Tesla did not request an investigation, according to The Detroit News.

This isn't the first squabble between Musk and the NHTSA. In August, Tesla publicly interpreted the safety rating for the Model S as the best "of any car ever tested." The Administration issued a rebuke, saying "NHTSA does not rate vehicles beyond 5 stars and does not rank or order vehicles within the star rating categories."

Monk comes off as a petulant little child in that blog post. And apparently not entirely truthful. His attitude is going to cause major issues down the road, both for the brand and the company's management.

It went unnoticed on the conference call earnings before last amidst the euphoria around the sales, but he basically implied he doesn't care about commercial advantage and will help competitors. For a CEO of a public company.

That stuff is all fine while the stock is soaring and they're the darling of Wall Street, but it's the stuff of major lawsuits and trouble when the stock is dropping or things are going badly. Think Henry Ford.

Tesla is performing well. It sales are increasing in Europe specially in Norway and Germany. Moreover it has recorded sales in California.

http://allthingsd.com/20131203/tesla...D_yahoo_ticker

+12% today

I think the best case scenario with reasonable probability is niche player with a ton of revenues from licensing battery technology.

Right up there with getting bought out outright.

Looks like Musk will be announcing details and partnerships of the "Giga Factory" next week.

It seems Panasonic is surely involved. He insinuated multiple partners. Seems likely candidates are SolarCity and (less so) Apple.

I am buying these ahead of the release, although I doubt AAPL's involvement matters much either way with the size of its market cap, and PCRFY's involvement should be priced in as a near certainty.

Anyone have opinions on SCTY as a partner, or potential partner's I missed?

Listening to the 4Q conference call, it sounds somewhat strategic to begin working with a Chinese company, but Musk seemed to rebuff that idea as a near term goal.

Bought out by whom? Tesla has 25B+ valuation. Add some sort of premium, and it's a lot of money. Look at market capitalization of GM, Ford and other major industry players, and who has that sort of money to pay for TSLA?

And it's not like GM/Ford/Toyota/etc don't have electric car technology. They all sell more electric cars than Tesla already at a much lower price point.

I also have a feeling that Musk is exaggerating the value of whatever proprietary technology they have that they could license, just as he is exaggerating everything else.

Probably wont be bought out, but could see google/apple taking a stake and injecting cash into Tesla.

If the Cadillac ELR is the best they can come up with at a similar price point, then no they don't already have similar EV capability. The other cheaper electric cars you are referring to are nothing special, don't have a supercharging network, and don't have a huge following and or huge brand loyalty growing behind them.

The biggest potential advantage will be how the giga factory unfolds, Tesla is quickly becoming the biggest individual battery consumer in the world, they could leverage this towards making the best/most efficient battery production in the world.

http://qz.com/179318/teslas-most-dis...s/#/h/48865,2/

Gigafactory update

http://online.wsj.com/news/articles/...494212500.html

Someone made a good point that Tesla has probably already locked up with contracts 30-50% of li-ion battery production capacity over the next few years from the main world suppliers. So if other autos decide they want to throw their weight more into EV they will have to build new battery factories.