Fact is Tesla is losing money.
Fact is also that this is cited because they're pumping such vast amounts of money into scaleup. If they'd not done so previously they wouldn't have had the Model S and would have just been a tiny Roadster company. If they don't do so now then they'll be stuck at the S/X stage and never scale up to Model 3 numbers. Investors want them to be losing money in this manner now because they want to own part of a much larger company rather than get short-term profits.
And the reason they're calling out on their earning statements is recalls.
That also gets paired with that they continually miss manufacturing goals.
They also set themselves absurdly ambitious manufacturing deadlines, and have outright stated that this is because with so many components dependent on outside suppliers it's almost statistically guaranteed that at least one will miss their deadline, and they need an earlier date - with consequences if it's not met - to not have production schedules drag out.
it's that they can't make as many as they claim they will.
The same story that people were saying before the Roadster.
And the same story that people were saying before the Model S.
Why is it that we see nothing odd with Honda being able to make a new factory to churn out huge numbers of cars, or Toyota, or GM, or Volkswagen, or anybody else... but not Tesla? It takes money for capital costs and people with experience in doing so. The latter you can buy with the former. And Tesla has the former. So? What's the problem?
if you speak ill of Tesla, people around here rush to defend
Are you surprised that people reply if they disagree with you about something? Your views are not some God-ordained truth and everyone who disagrees with you ignorant cultish fools. People come into a situation with different perspectives and views. Try to debate with people as equals, not from some high horse...
and go on about how you must be an idiot because you haven't consumed the koolaid of Tesla
Like that horse right there.
Fact is they may have done some innovative things, but their quality is shit
Which is why they consistently rank so high in consumer satisfaction surveys, right? I guess people really love "shit".
They can't keep up with demand for the model X
A problem most car companies dream of having.
how the hell are they going to do it for the model 3?
Capital investment, just like everything else.
What's going to happen when people who pre-ordered the model 3 thinking a $35,000 price tag realizes that Tesla has used up their government rebates and it'll be $42,500
If government rebates aren't available and people have to pay more than expected, then a portion of the tremendous demand that you were just seconds ago claiming that they couldn't possibly fill would go away. The issue?
and that assumes that they can actually hit their target price, a goal which historically they've never managed.
They failed initially on price targets for the Roadster, but that was because of Martin Eberhard's BS numbers that he used to sell the concept (it's what eventually got him fired) - and they eventually got prices under control.
They did meet their price target for the baseline Model S (something that many people like you were calling ridiculous when they announced it) - more or less, depending on how you measure. The initial announcement in 2008 was for 225 miles range for $60k after tax credits. That was before how EV ranges were calculated was revised, back in 2008 EV ranges in the US generally assumed steady 55 mph speed; with modern range figures that's more equivalent to ~180mi. The Model S pricings that came to be were, on the low end, without tax credits:
$59k / 160 mi
$66k / 208 mi
$70k / 230 mi
The federal tax credit is $7,5k and there are in various places state and local credits as well. In short, I'd call that hitting pretty much spot on.
Will they be willing to wait for the inevitable two years behind schedule that the model 3 will eventually be released because again, Tesla has never released a vehicle on schedule.
Perhaps you didn't notice, but when Model 3 reservations turned out to be far beyond expectations, they actually moved the target production date forward.