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[posting]60777847[/posting] Zitat von sg-1: Also wenn ihr eure Käufe /Verkäufe oder gar das scheitern aus https://elonmusk.today/ ableitet,dann bitteschön. Ihr seid alt genug. Jeder wie er denkt.Kein Problem, nehmen wir halt das hier: bill-maurer/4998156-teslas-growing-failure-list-q1-2019-earnings-update Aktueller Stand: ca. 140 https://seekingalpha.com/instablog/1017993-bill-maurer/49981… Nehmen wir nur mal die letzten verfehlten Prognosen mit 8-Wochen-Vorausschau (manche würden es Lügen nennen) aus dem Q4 2018 letter (also vom 30. Januar 2019 für Ende März...) 103. "We are expecting our Model S and Model X deliveries in Q1 2019 to be slightly below Q1 2018." - They actually dropped from 21,800 to 12,100. 104. "We expect that gross margin for Model S and Model X should remain relatively stable compared to 2018". Gross margins dropped over 400 basis points in Q1 2019, despite only a "slight" decrease in Model 3 margins. 105. "We expect that the deployment of retrofit solar systems in Q1 will be slightly lower than in Q4 due to seasonality". Solar deployments were down 36% sequentially to their lowest point in many years (SolarCity days). 106. "We expect our Services and Other business to continue to grow, mainly due to projected used car sales volumes in 2019. We should continue to see further sequential improvements in gross margin throughout this year" . Gross margins fell roughly 1700 basis points sequentially. 107. "As a result, our optimistic target is to achieve a very small GAAP net income in Q1, but that will require us to successfully execute on many fronts including handling logistics and delivery challenges in Europe and China". Guidance later changed to small loss. In the end, a $700 million plus loss was reported. 108. "We are expecting to have positive GAAP net income and to generate positive free cash flow (operating cash flow less capex) in every quarter beyond Q1 2019". At Q1 report, management guides for Q2 loss. Ich denke, darauf lässt sich aufbauen... |
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| aus der Diskussion: | Wann platzt die TESLA-Blase |
| Autor (Datum des Eintrages): | Cutter_Slade (11.06.19 23:02:48) |
| Beitrag: | 73,128 von 207,673 (ID:60784252) |
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