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"And then I spoke to somebody last week and they're like, 'Yeah, I don't think anything is going to happen here,'" Schefter said. "And then a decision that many people thought would come before the start of the the July 4th weekend on Friday when the NFL usually makes a lot of decisions, hands down some news, I was told that was being pushed back. Now why is that being pushed back Was it being pushed back, actually Maybe it wasn't even.".
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iphone x cases In other words, Tesla deliveries could fall below Q4 2017 levels in spite of the Model 3 ramp.The slow Model 3 ramp with severe quality issues along with Model S and Model X weak demand and shipment shortfall are now pointing to potentially a $1B loss for Tesla in Q1.Depending on capex and vendor payment schedules, this level of loss will lead to very significant stress on Tesla's balance sheet and cash position.Prognosis Tesla seems to be falling severely short of expectations in terms of Q1 2018 deliveries. The market already is anticipating a miss and the stock is currently heavily shorted.Nevertheless, we believe the market is underestimating the size of potential miss and the potential damage on Tesla's balance sheet.For timely, cutting edge insights, analysis and investing ideas of solar, battery, autonomous vehicles, and other emerging technology stocks, check out Beyond the Hype. This Marketplace service gives you early access to my best investing ideas, along with event driven and arbitrage opportunities when they are most edgy and actionable.iphone x cases
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