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From: Eric10/4/2017 6:39:29 AM
1 Recommendation   of 4105
Tesla Supercharger Count Surpasses 1,000

14 hours ago by Mark Kane


Tesla Superchargers (source:

1,000 and still growing at a rapid rate. The Tesla Supercharger network has reached a milestone of 1,000 stations installed around the world since late 2012, when the first few were opened in California.

Tesla’s new Urban Supercharger, a site that tracks all of the Tesla Superchargers, lists the following data:
  • 449 stations in North America (416 in U.S.)
  • 345 in Europe & Middle East
  • 205 in Asia/Australia
The total number of charging stalls is 6,926, while the largest Supercharger under construction will have 50 stalls and it’s located in Shanghai, China.

In addition to expanding the network, Tesla is introducing a new type of Supercharger rated at 72 kW too.

Hat tip to Mark Hovis!

Tesla Superchargers – North America

Tesla Superchargers – Europe & Middle East

Tesla Superchargers – Asia


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From: MorganBucks10/4/2017 11:45:21 AM
   of 4105
Volkswagen, Volvo & Mercedes Hasten Electric Car Activity ,GM throws in the towel — Tesla Wins 5 year technology and cost lead, shows the way changing the world. 500 soon.

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From: Eric10/4/2017 1:48:41 PM
1 Recommendation   of 4105
Tesla Has Delivered More Than 250,000 EVs, ~55% In The U.S.

1 hour ago by Mark Kane


Tesla Model S/X/3 Deliveries (quarterly) – through September 2017

Tesla recently closed the books on the third quarter of 2017, which turned out to be the best result in its history.

However, the result was considered as a miss of sorts, as those gains weren’t aided in a significant way by the new Model 3; production of the inexpensive EV finished Q3 at just 260 units (as opposed to the ~1,630+ forecast by the CEO a couple months ago).

Tesla Model S

During the quarter, Tesla estimated it delivered 26,150 EVs; which although being a new record level, was just 4.5% better than a year ago.

If one notes the deliveries on the chart (above), it is easy to spot Q3 as the lowest year-over-year gain for the company since the Model S’ introduction in 2012.

As noted, the main problem was the reliance on the Tesla Model 3 to take growth forward (as the Model S and X are clearly nearing their peak sales potential). The company did note some “production bottlenecks” during the quarter, slowing down results.
“Model 3 production was less than anticipated due to production bottlenecks. Although the vast majority of manufacturing subsystems at both our California car plant and our Nevada Gigafactory are able to operate at high rate, a handful have taken longer to activate than expected.”
Production and sales results from now on should grow significantly for subsequent quarters, as the scale of the Model 3 is expected to be at least few times higher than S and X combined – up to a run-rate of 5,000 per week by year’s end.

Tesla Model 3 was held back by a “manufacturing bottleneck” in Q3

Of the production issues that plagued the model recently, Tesla says they have it under control…more or less.
“It is important to emphasize that there are no fundamental issues with the Model 3 production or supply chain. We understand what needs to be fixed and we are confident of addressing the manufacturing bottleneck issues in the near-term.”
With 26,150 Model S, Model X and Model 3 (220 total) sales in Q3, Tesla also crossed the all-time mark of 250,000 total deliveries during the quarter – nearly 257,000 without counting the 2,500 Roadsters.

With 100,000 deliveries forecast by the company for 2017, the milestone of 300,000 should be achieved in Q1’2018.

According to our reports, the bulk of Tesla sales have been in the US (both since 2012 and in Q3’2017) – at more than 55% of the total, or ~144,664 deliveries (excluding Roadsters).

This is an important number for US consumers, as the $7,500 federal credit begins to sunset 3-6 months after EV #200,000 is delivered in the US; which at this point looks like Q1 of 2018 – meaning that the $7,500 credit will drop to $3,750 on July 1st, 2018 (through the end of the year).

Tesla Model S/X/3 Deliveries (quarterly) – September 2017 (InsideEVs estimations)

And here is the cumulative results of combined Tesla Model S/X/3 sales worldwide:
  • North America: >153,500 (~8,500 Canada)
  • outside North America: >104,000
  • Total: ˜257,000

Tesla Model S/X/3 Deliveries (cumulative, data points by quarter) – September 2017 (InsideEVs estimations)

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From: Eric10/4/2017 2:42:55 PM
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Morgan Stanley Predicts 10 Million Tesla Vehicles On The Road In 10 Years

3 hours ago by Steven Loveday


Tesla Model 3

It seems Morgan Stanley gets more bullish regarding Tesla on a daily basis.

This may come as no surprise to some since the electric automaker’s stock has risen a whopping 63 percent thus far this year. Morgan Stanley analyst, Adam Jonas, has gone so far as to say that there could be some 32 million Tesla vehicles on the road globally by 2040.

At this point, it’s still somewhat rare for most people to see a Tesla on their daily drive. This is especially true if they live outside of areas like California or other CARB states, or major foreign markets like Norway.

If Jonas is even close to correct with his recent estimates, the company is soon to become a household name.

Image Credit: Morgan Stanley Research via Bloomberg

According to Bloomberg, Adam Jonas, head of automotive research at Morgan Stanley, wrote in a note to clients:
“With the launch of the Model 3, we forecast the Tesla car population to multiply three times by the end of 2019. It has been generations since the investment community witnessed such a high growth rate in the population of a single auto firm.”

Source: Bloomberg

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From: hollyhunter10/4/2017 7:20:25 PM
   of 4105
Chart is going positive for the next leg up. Long over 389.61,

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From: Savant10/4/2017 8:08:37 PM
1 Recommendation   of 4105


200 mile range added in 6 min of charging

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From: Savant10/4/2017 9:43:22 PM
   of 4105
RT Senate committee

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From: Eric10/5/2017 6:24:37 PM
   of 4105
Tesla’s Biggest New Fan Has a Unique Background

Analyst Romit Shah compared Tesla to Intel, and predicted the stock will soar 46%.

Avi Salzman and Evie Liu

Oct. 4, 2017 4:47 p.m. ET

They make look sleek, but it’s what’s inside that really counts, says a new Tesla bull. Photo: Tesla

Tesla may be competing with car companies to sell electric vehicles, but the company has more in common with technology firms like Intel, argues Instinet analyst Romit Shah.

Shah is the newest analyst covering Tesla and he released a report on Wednesday predicting that the stock could soar to $500, or 46% above its Tuesday closing price.

Shah’s background is in computer chips, which he says gives him a special insight into Tesla’s business. Intel, Shah notes, became the dominant chip provider because it figured out how to add multiple functions onto a single chip and then take control of the entire process of making and marketing those chips. Over the years its products got more and more efficient, and it grabbed more and more market share.

Similarly, Tesla will dominate the electric vehicle market by controlling and perfecting every aspect of vehicle production, Shah argues. That starts with batteries, which Tesla produces at its “gigafactory” in Nevada.

“The Model 3 costs $140 per mile of range (versus competitors at $235 per mile) and we believe that Tesla is on track to reduce this to under $115 per mile by 2020,” Shah wrote.

Shah’s $500 price target is based on comparing Tesla, in part, to other technology companies. That may be why he’s an outlier among Wall Street analysts. As seen in the chart below, analysts have actually become relatively bearish on Tesla stock as the stock has risen. Their average price target is $313, according to FactSet, below Wednesday’s closing price of $355.01. The average target price fell below the stock’s price toward the start of this year, as some analysts questioned whether Tesla could hit its ambitious production targets for the Model 3.

(To see chart click on link below)

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From: zzpat10/5/2017 10:24:44 PM
2 Recommendations   of 4105
The surprising ways to cash in on the electric-car boom


This year, Tesla’s stock price has surged 66%. And buying shares in Elon Musk’s company is far from the only way to cash in on the future of electric cars.

Investors are sending the prices of the raw materials used to make lithium-ion batteries rapidly higher on hopes that demand for electric cars surges. The rise comes amid fears that the supply of the metals needed for batteries might not meet the new demand.

Volkswagen, the world’s largest carmaker, said this year that it expects to need 200 GWh of battery-cell production by 2025 and plans to invest €20 billion ($23.4 billon) in zero-emissions vehicles. This would require a huge increase in production because there is only 266 GWh of new battery capacity in the worldwide pipeline between now and 2020, according to Benchmark Mineral Intelligence.

Government environmental initiatives are likely to increase demand. The UK and France are banning the sale of new petrol and diesel cars by 2040 and China says that 10% of cars it produces by 2019 must be zero-emissions. There’s huge room for growth, too: electric vehicles account for six of the ten fastest-selling used car models in the US, where they make up just 1% of total new sales.

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From: Sr K10/6/2017 1:12:02 AM
1 Recommendation   of 4105
Elon Musk says that, if given the green light, he can power Puerto Rico

Published: Oct 5, 2017 11:44 p.m. ET

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