Goldman Sachs Analyst Predicts Tesla Will Need $10 Billion To Fund Future Projects

They'll need $10B over the next 3-4 years for CapEX, absolutely.

Let me get out my martini shaker, my popcorn, my sun hat, and my lawn chair to watch how this unfolds!

"Dead Pool" guesses anyone?

My guess is 12-18 months from now - approx Aug/Sept 2018.

What happens when that time comes and goes ? Talk is cheap, especially trash talk.

The only talk happening now is that they are bleeding cash. What do you have to say about right now?

@mre30, which vodka are we pouring?

Grey Goose

I have money on TSLA and would rather see them investing in more products and GFs than withdrawing from the market like Ford and GM.
It's good to live in Silicon Valley and have the mentality for growth. Profits will come in due time once growth is sustained - the true investors (ie long term investors) know it all along. Ford and GM chase short term profits and basically abandon their long term future. We know where they are heading.

Exactly!

Growth is great and necessary for a healthy economy. The venture capitalists up on Sand Hill Road who backed Tesla are famous for their 1 out 10 companies that were successful. But they have had a lot of Bay Area failures, some large. There is no doubt that Musk has got something going. The skill set to do that is unique. But a different leadership skill set is needed to lead a company in its execution process to get to the large market. Musk keeps driving out his executives who have that skill. That could be his fatal flaw.

Being an exec at Tesla is probably a nightmare of stress compared to Ford or GM. I don't think most people would be able to take it for more than 2-3 years unless they are really aligned with the mission of the company. If Tesla slows down, they will lose their biggest advantage, so I don't think the intense culture will change anytime soon. It's basically taking the startup mentality and applying it to a much larger company (Google did and still does the same thing today).

In the long term we are all dead and so might Tesla if it doesn't right the ship soon.

Even if they right the ship, they are still history. The people who buy the Model S and the Model X are Mercedes, BMW, Audi, and Porsche types that want an EV but "MBAP" doesn't build a comparable vehicle. Once MBAP builds an EV sedan and an EV crossover, Tesla will be toast.

It would make tremendous sense for Hyundai-Kia to buy Tesla for the name and use it for their premium aspirations.

Nice idea, but Telsa's known (and more importantly the "knownn-unknown") liabilities might bankrupt even Hyundai.

It is most likely to go the way of 99% of all the other automakers who go out of business - a liquidation!

Most people I know waiting for Model 3s are upgrading from normal brands and not luxury cars. This might be a regional thing though, we'll see.

Add Briklin and Kaiser into that mix.

No indications that sales are slowing down and two new variants of the Model 3 were just released that have higher margins (AWD and Performance). Unless manufacturing blows up, don't think they're going anywhere.

No longer the case this quarter on the 3.

$10b sounds a little high. Just a little.