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 Post subject: Re: Elon Musk’s affordable Tesla: $35K, 300 miles, 0-60 < 4
PostPosted: Mon Apr 18, 2016 10:41 am 
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They lose money on every car they make even with the subsidies. Their cash burn rate is ridiculous. They will need another secondary just to get to the Model 3 release. Apple never lost money like this for years in a row.

TIVO had a great product, won every battle and lost the war.

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 Post subject: Re: Elon Musk’s affordable Tesla: $35K, 300 miles, 0-60 < 4
PostPosted: Mon Apr 18, 2016 8:26 pm 
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Dan Smith--BYU wrote:
BTW, my prediction is that Tesla goes BK in three or four years.


I wouldn't bet against that. Everything about the Tesla story, from the hype to the investor exuberance, reminds me of Sirius and XM. XM was on the verge of bankruptcy when it merged with Sirius, and then the combined company was teetering on bankruptcy before a huge bailout from a much larger company.

It's doing well now, however. But do I see a big automfr doing the same for Tesla down the road? Doubtful, since all the big players are working on their own electric vehicles.

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 Post subject: Re: Elon Musk’s affordable Tesla: $35K, 300 miles, 0-60 < 4
PostPosted: Tue Apr 19, 2016 7:10 am 
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Howard Stern saved Sirius.

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 Post subject: Re: Elon Musk’s affordable Tesla: $35K, 300 miles, 0-60 < 4
PostPosted: Tue Apr 19, 2016 6:14 pm 
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Howard Stern didn't save the shareholders. It went BK in 2009. Companies can still operate out from BK but the shareholders get zero.

Tesla can go BK and Teslas will still be made. In fact I think that's what will happen when they are bought out at a BK fire sale.

You just can't keep burning cash forever. Satellites and assembly plants are capital intensive, and you have to be profitable at some reasonable point.

Tesla sells 50K cars and has half the market cap of BMW who sells 2 million profitably. TSLA valuations are completely illogical and based on a cult of personality combined with a fine product.

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 Post subject: Re: Elon Musk’s affordable Tesla: $35K, 300 miles, 0-60 < 4
PostPosted: Wed Apr 20, 2016 3:55 pm 
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Dan Smith--BYU wrote:
They lose money on every car they make even with the subsidies. Their cash burn rate is ridiculous. They will need another secondary just to get to the Model 3 release. Apple never lost money like this for years in a row.

TIVO had a great product, won every battle and lost the war.


Apple actually had a few money-losing years in a row in the 1990s.

Tesla will be fine, especially when this gigafactory gets fully operational. The only thing that could "kill" Tesla is if there's a sudden and unexpected shift away from Lithium Ion. They also do a ton of business elsewhere. $800m in powerpack orders 1 week after unveiling. Over $1b now.

The car is their sexy product, but it's not where they're going to make their killing, at least until the Model 3 is in mass production.

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