Research archive for TSLA

In 2018 Elon Musk announced Tesla's new solar roof tiles, and then nothing. Two years later though, installation crews are starting to work their way through waiting lists, and taking more US households off the grid.

When I wrote about Apple's results, I said that the company was polarising amongst analysts, which is true. But they don't come more polarising than Tesla. After results on Wednesday night, the stock shot up 10% to trade at an all-time high of $640. The stock has tripled since August last year. The share price graph tells an interesting story.

The Tesla Model Y prototypes have been spotted at the Tesla head office in the West Coast. The Model Y is a crossover version of the Model 3 and funny enough both cars share about 70% of the same parts. What the two cars are going to have in common is the high demand, thanks to their price point and affordability.

Tesla began the delivery of it's Model 3 yesterday from its Shanghai Gigafactory. The Shanghai factory, the company's first outside of the US, went into production mode in October 2019. This factory is going to play a very critical role in ramping up production to meet the massive electronic vehicle demand in Asia.

Last night Tesla launched their latest model, the Cybertruck. The vehicle is intended to take on the 'Bakkie' and SUV segments, two classes where Americans spend 'big bucks'. The Cybertruck looks like it belongs on Mars though. I'm not sure if I would drive one. Maybe I'm just too traditional?

Now that the Chinese Gigafactory is in production mode, Tesla needs to increase its support network to ensure customer satisfaction - Tesla plans after-sales network expansion in China as Shanghai factory spins up.

Electric vehicle manufacturer Tesla is an interesting investment proposition. I own the shares myself, so I've been on that wild ride. I first bought shares at $17 each on 13 August 2010. They went from there to just under $380 in 2017, and closed at $250 last night, just before releasing their third quarter (Q3) results. (It is up a whopping 20% premarket this morning)

I had forgotten that Tesla is busy working on a new roadster. The original roadster was the car that put Tesla on the map. In a recent podcast, Tesla's chief of design said that the car will be better than the original specs announced when the car was unveiled in 2017.

We have covered Tesla's entry into China closely. As you know, they are flying ahead with the construction of the Gigafactory 3. This video shows the amazing progress in just 1 year.

Tesla was hoping to deliver 100 000 cars in the three months to September, but missed the mark by 3 000. The other issue is the fact that the average price of the Tesla is coming down dramatically as we see ramp up in the Tesla Model 3 which is significantly cheaper than my favourite Tesla Model S.

I find it fascinating how some developing nations jump straight to modern, more efficient solutions, skipping old legacy methods still being used in developed markets.

Despite all the trade war rhetoric, Tesla seems to be in China's good books. The company secured a big tax exemption which was announced on Friday.

Tesla rebounds from a bad first quarter by delivering 95 200 cars in the second quarter, breaking records. This beats the companies 2018 fourth quarter record when the company delivered 90 700 cars. The news comes after a rough first quarter, in which the company incurred massive losses as deliveries shrunk.

On Tuesday, Tesla held its AGM. There were no surprises, good news for shareholders. The general message is that Tesla will continue to grow at an incredible rate. Part of that growth includes opening a factory in Europe and maybe getting involved in mining to secure the materials needed for their batteries.

The concept of trading greenhouse gas credits is one that I really like. How it works is that companies by law have to have a certain amount of credits. They can either create credits by protecting the environment or they can buy credits from someone else who creates the credits.