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From: trendtn (Rep: 146) reply to efbaileyDate: 11/16/2017 20:48
Forum: Tesla - Msg #4829Thread #673967035 (Rec: 0)
Re: truck presentation 11est, i think Elon is spreading the co thin. massive dilu...

30b in big rigs sold in the us annually.
But not the point....its becoming clear the combustible engine is waning...so why not stake a claim in that electric market.


Add this....these big rigs....without a doubt will be autonomous...no drivers....no more accidents. Huge cost savings.



Reply to efbailey - Msg #2701988 - 11/16/2017 20:37

truck presentation 11est, i think Elon is spreading the co thin. massive dilution needed to make it happen and it's a low margin market. Probably a good short on a move up to $322- $330 imo. above $335 take losses and wait for it to settle.
i thought the company had a good shot when they announced the roof tiles but there hasn't been any effort on cost inefficiencies and now the truck story that has low margins already. trucking companies already dealing with a saturated cut throat fee schedule are going to pony up for a truck that makes a "killer latte"?
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