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ROUNDUP/'WSJ': FBI ermittelt wegen Falschangaben zu Model 3 gegen Tesla (Seite 127) | Diskussion im Forum



Begriffe und/oder Benutzer

 

Versicherungs-Prämien bei Tesla-Fahrzeugen (M3) in den U.S.A
https://twitter.com/PlugInFUD/status/1153362344619192321

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• ich persönlich glaube ja, daß diese - in so einem eher kurzen Zeitabschnitt - explodierenden Versicherungs-Prämien in U.S.-Ballungsräumen ein echter Nachfrage-Dämpfer sind

--> hier sind die USA anderen Märkten zwangsläufig voraus

--> noch etwas:
• die Spannweite der Erhöhungen in einem 1/2 Jahr z.B. (Dez 18 --> Jun 19) ist, wie man oben sieht, sehr hoch

--> mit anderen Worten: die Versicherer zeigen in Summe hohe Unsicherheit, wie sie ein Model 3 versichern sollen. Immer noch!

--> manche sind ja "billig" mit "nur" +60%, und andere schlagen nun so drauf, daß man meinen könnte, die wollen keine M3-Kunden mehr (in Bezirk XY)


--> damit reduziert sich der Kreis der Anbieter (nach wie vor)

--> und (auch) dadurch werden die Prämien mMn (bis Ende 2019 z.B.) im Schnitt weiter spürbar steigen


__
Fun fact: mit Geico, einer Kernbeteiligung von Berkshire Hathaway, steht Warren Buffett quasi am anderen Ende des Trades bzgl. Elon Musk ;)
Tesla | 255,65 $
The Wall Street Journal: Sales of Tesla’s high-end Model S are dropping in key markets
23.7.
https://www.marketwatch.com/story/sales-of-teslas-high-end-m…

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The Model S had a 54% registration drop in California as Tesla focuses more on its lower-priced Model 3 car


Sales of Tesla Inc.’s high-end Model S sedan have taken a big hit in the company’s most important U.S. market, California, as the electric auto maker is leaning more heavily on selling the lower-priced Model 3 compact car, new data show.

Falling sales of the Model S—and its sister sport-utility vehicle Model X—threatens Tesla’s growth goals and profit ambitions as it must rely more on its cheaper Model 3 to make up the difference.

Registrations of new Model S sedans in the second quarter plummeted 54% to 1,205 in California, according to the Dominion Cross-Sell report that compiles data from state motor-vehicle records.

The Golden State is a strong indicator of demand as Tesla’s largest U.S. market, representing 40% of Model S registrations in the country last year, according to auto-sales tracker Edmunds.com Inc.

The new data from research firm Dominion Enterprises indicates the stylish sedan that arguably changed car buyers’ view of electric cars is losing its luster. Tesla is increasingly dependent on sales of the smaller Model 3, which starts at about $35,000, less than half the price of the most basic Model S.

(FC: Format)
Tesla | 260,17 $
Antwort auf Beitrag Nr.: 61.091.551 von faultcode am 24.07.19 00:37:03FUD-Frage: wie lange wird Tesla noch Ersatzteile für das Model S herstellen?
Tesla | 260,17 $
Man celebrating anniversary killed, wife injured after Tesla runs red light
23.7.
https://nypost.com/2019/07/23/man-celebrating-anniversary-ki…

Officials are investigating whether the Tesla, which was rented via the service Get Around, was on “Autopilot,” a partially self-driving system at the time of Sunday’s crash.

Video obtained by KGO-TV Tuesday shows the speeding Tesla broadsiding a Mini Cooper, which had the green light, and crashing into the Clovis, Calif., couple, who were at a crosswalk.

The wife, Kelly Dean, can be seen throwing her arm across her husband, Benjamin Dean, in an attempt to push him back, moments before the collision — which sent them flying into the air.

...


Drugs and alcohol didn’t appear to be a factor. The woman was going at least 45 mph in a 25 to 30 mph zone, when she ran the red light, police said.
Tesla | 232,25 €
Antwort auf Beitrag Nr.: 61.095.868 von faultcode am 24.07.19 15:18:12zynischerweise muss man schon fragen: wieviele schwere Tesla-Unfälle in einem Zeitraum X sind so viel, daß jemand (am Ende) von staatlicher Seite mal genauer bei Tesla hinsieht

=> damit ist aber auch klar:
• wenn man einfach lang genug wartet (und es werden immer mehr M3's auf den Straßen), dann wird es zu dem einen Unfall kommen, der genau dazu führen wird

--> das war bei GM und ihren Billig-Zündschlössern auch so, auch wenn (sehr wahrscheinlich) nur sehr genaue Beobachter (mit Fachkenntnissen) rückblickend sagen können: das genau war dieser Unfall (*)


___
(*)
No Accident: Inside GM’s deadly ignition switch scandal

Marietta attorney Lance Cooper was looking for answers behind a single crash. What he found led to a recall of 30 million vehicles.

By Max Blau - January 6, 2016
https://www.atlantamagazine.com/great-reads/no-accident-insi…
Tesla | 232,25 €
General Motors verschiebt Start von Roboter-Taxiservice
24.7.
https://www.finanzen.net/nachricht/aktien/mehr-testkilometer…

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...Dan Ammann, CEO des unter dem Namen Cruise Holdings LLC firmierenden Geschäfts, erklärte, dass mehr Testkilometer notwendig seien. GM hatte Ende 2017 angekündigt, den Service irgendwann 2019 im größeren Maßstab zu starten, gleichzeitig seitdem aber auch darauf verwiesen, dass Sicherheit Vorrang vor einem zu frühen Start habe.

Ammann wollte am Mittwoch kein neues Datum für den kommerziellen Start der Taxidienste von Cruise nennen....
Tesla | 260,69 $
Antwort auf Beitrag Nr.: 61.095.868 von faultcode am 24.07.19 15:18:12Offenbar war der Autopilot aus bei dem Unfall.

https://twitter.com/Keubiko/status/1154085728827011073

Tesla | 238,05 €
TSLA Update Letter 2019-Q2 (1)
<ich gebe mir diesmal nicht den CC --> erst im Transcript>

https://ir.tesla.com/static-files/1e70a30c-20a7-48b3-a1f6-69…

...
OUTLOOK

This quarter, we are simplifying our approach to guidance.
:laugh:


Tesla | 264,88 $
Antwort auf Beitrag Nr.: 61.099.870 von faultcode am 24.07.19 23:36:14
TSLA Update Letter 2019-Q2 (2) --> CAPEX-Reduktion! => das Geld bei Tesla ist wieder knapp!
...
OUTLOOK
...

We are most focused on expanding our manufacturing footprint in new regions, launching new products and continuing to improve the customer experience, while generating and using cash sustainably.

Local production and improved utilization of existing factories is essential to be cost competitive in each region. We remain on track to launch local production of the Model 3 in China by the end of the year and Model Y in Fremont by fall of 2020. We are also accelerating our European Gigafactory efforts and are hoping to finalize a location choice in the coming quarters.

We are working to increase our deliveries sequentially and annually, with some expected fluctuations from seasonality. This is consistent with our previous guidance of 360,000 to 400,000 vehicle deliveries this year. (*)

Additionally, we expect positive quarterly free cash flow, with possible temporary exceptions (**), particularly around the launch and ramp of new products. We believe our business has grown to the point of being self-funding.

We continue to aim for positive GAAP net income in Q3 and the following quarters, although continuous volume growth, capacity expansion and cash generation will remain the main focus. (****)

Our 2019 capex is expected to be about $1.5 to $2.0 billion, a reduction from prior guidance. (+)

We continue to find opportunities to improve capital efficiency and shift cash outflows to future periods. (++)
This estimate includes the development of our main projects, on the timelines referenced, and to expand our Supercharger and service networks. (+++)


/fin

==> FC:

(*) das ist keine direkte Bestätigung der alten Produktions-Guidance mehr! Wollte Elon Musk nicht >500k am Ende von 2019 annualisiert produzieren?!? :D

(**) Q-FCF > 0 wird auch eingeschränkt! War ja früher noch anders.

(***) positive GAAP net income in Q3ff: nur ein "aim" --> wahrscheinlich (>50%) negatives GAAP net income in Q3 (mindestens)

(+) CAPEX-Reduktion in 2019e --> diese USD5Mrd. Cash and cash equivalents sind wieder eine klare Täuschung zum Stichtag 30.6.2019! :laugh:

(++) Hallo Panasonic! :D

(+++) mit anderen Worten: das Geld bei Tesla ist wieder knapp -- und v.a. wg. dem Aufbau der GF3 in China (mMn)
=> ich denke: Elon Musk will dort einfach nicht um (noch) mehr Kredite betteln

--> ACHTUNG: <Aluhut wieder auf>: vielleicht ist Elon Musk in letzter Zeit - mit der Bitte um noch mehr Kredite in China bereits abgeblitzt?!? :eek:
<Aluhut wieder ab>


___
Goodie: Energy: "Additional cell supply combined with our new module line designed by Tesla Grohmann enabled a step change in energy storage production."

--> ach! Da schau her. Und ich dachte immer, Tesla sei (battery) cell supply constrained?!? :laugh::laugh:
Tesla | 264,88 $
Antwort auf Beitrag Nr.: 61.099.969 von faultcode am 25.07.19 00:01:29
TSLA Update Letter 2019-Q2 (3) -- Tesla stock tanks after company’s larger quarterly loss, sales miss
Published: July 24, 2019 5:31 p.m. ET

‘Demoralizing’ loss of $408 million in second quarter
https://www.marketwatch.com/story/tesla-stock-tanks-after-co…

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Tesla Inc. shares fell more than 9% late Wednesday after the Silicon Valley car maker reported second-quarter results well below Wall Street expectations despite coming on the heels of a record sales for the company.

Tesla said it lost $408 million, or $2.31 a share, in the quarter, compared with a loss of $718 million, or $4.22 a share, in the year-ago quarter.

Sales rose to $6.3 billion, compared with $4 billion a year ago.

Adjusted for one-time items, Tesla lost $1.12 a share, compared with a loss of $3.06 a share a year ago.

Analysts polled by FactSet had expected Tesla to report an adjusted quarterly loss of 35 cents a share on sales of $6.5 billion.


Tesla earlier this month reported record second-quarter sales that were above Wall Street expectations. That had buoyed the stock in recent sessions and primed investors to expect a smaller quarterly loss.

“We’d characterize the results as demoralizing,” said Garrett Nelson, an analyst with CFRA. Even after record second-quarter sales, Tesla lost $1.12 a share, gross margins deteriorated, and one of the few bright points was its “strong” free cash flow, he said.

“The results will cause investors to step back and question the company’s path to profitability,” he said.

It was unclear whether Tesla reaffirmed its sales outlook for 2019. In a letter to investors announcing the results, Tesla said it was “simplifying” its approach to guidance and that it is “working to increase our deliveries sequentially and annually,” with some seasonal fluctuations, a goal “consistent with our previous guidance of 360,000 to 400,000 vehicle deliveries this year.”


The previous guidance had been for sales of 360,000 to 400,000 vehicles this year, which means more than 200,000 vehicles will have to be sold in the third and fourth quarters to hit the low end of the expectations, just as federal tax credits are fading and sales expectations for the third quarter are weakening.

The company reiterated its goal to return to GAAP profitability in the third quarter and following quarters, “although continuous volume growth, capacity expansion and cash generation will remain the main focus,” the letter said.

The Model Y will be made at Tesla’s plant in Fremont, Calif., by the fall of 2020, according to the letter. Local production of the Model 3 in China is on track by year-end, it said. Tesla is also “accelerating” its efforts in Europe and hopes to announce a location for a factory there “in the coming quarters.”

Tesla also cut its capital expenditures to between $1.5 billion to $2 billion, from a previous guidance of between $2 billion and $2.5 billion. It called for gross margins around 19% for all of its vehicles despite its recent price cuts; in the previous quarter, it had said the Model 3’s gross margin was around 20%.

Tesla earlier this month tweaked its vehicle line once again, getting rid of cheaper versions of the Model S and Model X, and lowering the price of the Model 3.
Tesla | 264,88 $
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