February 1st, 2019 | by Maarten Vinkhuyzen
WARNING: This article is centered around faux distortions of positive Tesla news, like you might see from Seeking Alpha or Wall Street analysts. The point is to add context and perspective (after the faux distortions) to the kinds of reactions you might see on larger media sites like CNBC and Business Insider
November 25th, 2018 | by Zachary Shahan
You may remember months earlier this year when the financial press and certain analysts obsessed over Tesla's declining cash balance. Perhaps it was genuine, but my impression is it was "concern trolling," faux hysteria, and even an attempt to confuse and manipulate the public in the worst cases.
This struck me yet again while looking at a chart that a CleanTechnica reader created and shared
September 24th, 2018 | by Zachary Shahan
One of the things that irks me about supposed Tesla critics is that many of them pretend to be idiots and pretend that everyone else is an idiot.
But it's actually not just about Tesla — it's EV critics and concern trolls in general
August 9th, 2018 | by Maarten Vinkhuyzen
Last Wednesday, August 1, 2018, we got a ton of fresh information in the Tesla shareholder letter and conference call. The prediction of our financial model of the Tesla results, "Vijay’s SimTesla Game," was right within a few million, after correcting for the ignored restructuring costs. That's not because we got everything right, but because the mistakes cancelled each other out
August 7th, 2018 | by Carolyn Fortuna
Tesla stock surges after the Saudi Arabia wealth fund makes substantial investment
August 3rd, 2018 | by Zachary Shahan
We've covered the wild world of Tesla short sellers for a while. When the most shorted company on the stock market is a major cleantech company, CleanTechnica just has to dig into this stuff. To much better understand what short sellers are, who shorts Tesla, what the Tesla short theses have been (yes, they change from time to time), and why we've largely thought that shorting Tesla is idiotic, check out the 11 stories linked at the bottom of this article
August 2nd, 2018 | by Kyle Field
Tesla has been in hell for the last year. Production hell, that is. The brutally long weeks and restless nights spent sleeping on the factory floor had taken a toll on Elon Musk and the team at Tesla, seemingly pushing him near the breaking point
July 26th, 2018 | by Maarten Vinkhuyzen
Are you game? Can you beat Elon Musk? Can you understand his moves
July 5th, 2018 | by Guest Contributor
The ongoing onslaught of anti-Tesla articles in the press surely stems from many sources, and yes, some of these are doubtless legitimate journalists who are simply describing the situation as they see it. However, it’s widely believed that much of the mud, especially the (seemingly hourly) articles that focus on financial and stock-market topics, originates with short sellers who stand to gain serious money if TSLA stock falls
May 28th, 2018 | by Maarten Vinkhuyzen
"Tesla bankwuptcy" would perhaps be better termed "shorts losing their shirts"
May 17th, 2018 | by Maarten Vinkhuyzen
How did Tesla get into this hopeless situation? The short answer: “It did not.”
The long answer is in 3 articles. The first one examined the problems 450,000 Tesla Model 3 reservations created. The second one gave a long look at the profitability of Tesla products. This third one finishes with the media madness about “Tesla Cash Burn.”
May 14th, 2018 | by Guest Contributor
In the ongoing tug-of-war between Tesla bulls and bears, one of the most controversial subjects these days is the gross margin that Model 3 can generate at a 5,000 cars per week production rate as well as the rate when production lines have fully matured. Bears had previously focused on whether Tesla could successfully ramp up Model 3 production quickly enough so as to hit the 5,000 per week production number before Tesla’s cash position becomes compromised, but with the company now consistently turning out thousands of Model 3s per week and evidence of additional gains, the emphasis has shifted to the profitability of those cars produced, and this is where the concept of gross margin becomes key
May 13th, 2018 | by Maarten Vinkhuyzen
What am I thinking? Calling Tesla a very profitable company? But I think it is secretly a potentially very profitable company. Or not so secretly if you really pay attention to Tesla's finances
May 13th, 2018 | by Maarten Vinkhuyzen
How did Tesla get into this hopeless situation?
The short answer: "It did not."
The long answer is in 3 coming articles. This first one examines the problems 450,000 Tesla Model 3 reservations created.
Then we have a long look at the profitability of Tesla products.
We finish with the media madness about "Tesla Cash Burn."
May 6th, 2018 | by Zachary Shahan
Maarten just wrote an epic piece on Elon Musk's apparent decision to drop Wall Street and drop a beat on the world via a more enlightened, independent, inspired, societally beneficial, long-term corporate approach than we are used to seeing — even from Tesla