Adam Jonas on Tesla

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Last quote by Adam Jonas on Tesla

The market's still good, the credit environment is still, let's say, open and accessible, if flattening a bit. And that's not gonna last forever. Auto companies "better make hay while the sun's shining because it's going to be harder to do those deals, attract talent and partnerships when you're hemorrhaging cash and your stock might be 50 percent lower or so. That window is going to close at some point.feedback
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Oct 12 2017
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All quotes by Adam Jonas on Tesla

The level of strategic interest in the transportation sector has even taken us by surprise. Any number of firms (and funds/consortiums) across the tech stack have been making big moves to get closer to the 10 trillion miles traveled annually by the global car population. Our $511 bull case for Tesla is unchanged and is based on both higher market assumptions for the core automotive business and more aggressive assumptions for Tesla Mobility (Tesla Network).feedback

The bull case on Tesla is that it can become the next Amazon or Apple. We see such firms as competitors ultimately. We question whether the risks of going head-to-head vs. the tech giants is sufficiently discounted in the price. We expect much larger and more well capitalized competitors to unveil strategies that directly address sustainable transport and mobility.feedback

In our opinion, Tesla may be downplaying the role of the all-new hardware architecture of the Model 3 in terms of improved occupant and pedestrian safety to avoid cannibalization of demand of the other models (i.e. S and X) that do not have the new hardware architecture.feedback

We think that Tesla is morphing into more of a transportation company using vehicle machines sold today as a funding strategy to become something much much bigger, not tapping into hundreds of thousands or millions of cars, but more billions, hundreds of billions of miles.feedback

At this time, we ascribe zero value to Tesla shares from this business. We take this view due to the uncertain economic and regulatory forces facing the energy business, particularly the solar business.feedback

To the extent the new administration prioritizes the creation of valuable, innovative high tech and manufacturing jobs, Tesla stands at the epicenter of that. That Trump would be relying on Musk as an adviser has come as quite a surprise to many people. I don't know what kind of multiplier you put on that, but it's a significant boost to the economy.feedback

We expect the Model 3 to live up to the Tesla brand image as a 'no compromise' high-performance car, with a high degree of driving pleasure. We would be very surprised if the performance specs, such as acceleration and handling, are not on par with or superior to high-performance 'M' or 'AMG' versions of the equivalent German premium sedans.feedback

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Quotes by Adam Jonas on Tesla

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