1/4) Why is $TSLA's capex so low?— @Motorhead (@BradMunchen) November 29, 2019
Are they capital-constrained? Is cash overstated? Scheduled new projects:
1) Model Y
Aside from Model Y/GF3, all should be scrapped.
2/4) Instead, do infrastructure capex. Complaints about lines at chargers & bad service growing. $TSLA's fleet growth is multiples of its charging/service growth. Think about China: $TSLA must sell 362% > avg monthly sales once GF3 starts production. Where's the infra capex?— @Motorhead (@BradMunchen) November 29, 2019
3/4) Musk said, no "refreshes" for the S/X. $TSLA can't afford the $500m, each, needed for a proper refresh.— @Motorhead (@BradMunchen) November 29, 2019
Brand value–the only asset $TSLA has–is deteriorating b/c of long lines at chargers & bad service/quality. Musk said he'd work on service. Where's the capex?
4/4) Cybertruck, Roadster, Semi, etc are all fictitious products. Musk knows $TSLA needs to spend billions on charging/service infrastructure. All of $TSLA's new model launches–ex-Model Y–are farcical & mere stock pumps. $TSLA doesn't have the cash needed to grow.$TSLAQ— @Motorhead (@BradMunchen) November 29, 2019