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Tesla delivers a record number of vehicles during the first quarter 2017 ~25,000

53 点作者 davidiach大约 8 年前

4 条评论

simonsarris大约 8 年前
Much of the gains are coming from a huge increase in the (more expensive) Model X deliveries.<p><pre><code> 2016 Q1 model S: 12,420 2017 Q1 model S: 13,450 2016 Q1 model X: 2,400 2017 Q1 model X: 11,550 </code></pre> For guidance, Tesla wrote in their 2016 Q4 letter (dated Feb 22, 2017):<p>&gt; We expect to deliver 47,000 to 50,000 Model S and Model X vehicles combined in the first half of 2017<p>So they&#x27;re on track.
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bigtimeidiot大约 8 年前
Regarding the price of TSLA, perhaps someone can help: If Tesla were to somehow sell 500,000 Model 3&#x27;s in 2018, and make a net profit of 15% on each $35,000 car (very high, the auto industry majors make ~5%), and somehow had all the capital necessary paid for, and no financing or other costs they would earn:<p>500,000 * $5,250 = $2.6 BB in profit<p>With ~160 MM shares outstanding that&#x27;s an EPS of ~$16.<p>At $270&#x2F;share, that&#x27;s a P&#x2F;E of ~17 -- cheap, but not incredibly so.<p>In other words, if everything goes perfectly, buying shares now would be &quot;sort of cheap&quot;, equivalent to a ~6% return. Obviously, the shares have a lot of risk.<p>This is practically best-case. So how do you justify buying at these levels, with the risks involved? You can&#x27;t say &quot;growth&quot; without modelling it. Do you expect TSLA to sell a million cars a year, or more with these types of margins? Where will the earnings come from?
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topstriker515大约 8 年前
MightySignal | Full Stack Engineer | San Francisco, CA | <a href="https:&#x2F;&#x2F;mightysignal.com" rel="nofollow">https:&#x2F;&#x2F;mightysignal.com</a><p>MightySignal | Frontend Engineer | San Francisco, CA | <a href="https:&#x2F;&#x2F;mightysignal.com" rel="nofollow">https:&#x2F;&#x2F;mightysignal.com</a><p>MightySignal unearths and analyzes hard to find data in the world of mobile, and we&#x27;re looking for engineers to join our growing team. Backend engineers here are free to explore daily and work on a variety of problems including reverse engineering, data discovery and analysis, and more. Frontend engineers own the whole process of designing and building the interfaces for our customers to absorb and make sense of our data. We&#x27;re a small team and each person has a major role in guiding the future of our infrastructure and company. We&#x27;re hoping to find people who share in our adventurous spirit.<p>For a small taste of what we do, check out our free iOS and Android SDK reports: <a href="https:&#x2F;&#x2F;mightysignal.com&#x2F;top-ios-sdks" rel="nofollow">https:&#x2F;&#x2F;mightysignal.com&#x2F;top-ios-sdks</a><p>If you&#x27;re interested, please reach out to osman at mightysignal dot com
okket大约 8 年前
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