Lithium Drive: Tesla Surges After ‘Bullish’ Report From JPMorgan Analys ttsla, tnr.v, czx.v, rm.v, lmr.v, alk.ax, sqm, fmc, roc, lit, li.v, wlc.v, clq.v, res.v, ree, avl.to, nsany, f, gm, rno.pa, dai, byddf, hev, aone, vlnc

"Tesla Roadster has redefined the image of Electric Cars, Model S could redefine the Electric Cars mass market - by being the magnet, which will attract buyers in all EV market segments. The most important for us here is that Model S is on track and even existing Roadster, which is not a an affordable Electric Car by any stretch of imagination, is making Tesla's top line grow.

Catalyst to watch:

1. Toyota RAV IV EV at Los Angeles Auto Show.

2. New partnerships on power-trains development - this line of business could be actually a real money maker in the nearest future.

3. Model S specs and pricing to be confirmed.

Tesla has made a very interesting vertically integrated business line with Panasonic supplying lithium cells for the batteries and the basis for mass market industrial battery production and Toyota providing a base for the mass market EV production cycle. Tesla can occupy the premium market segment in EVs, with higher margins, but still participate in volume productions of budget versions of EVs for the Electric Cars mass market."


Bloomberg:


Tesla Surges After ‘Bullish’ Report From JPMorgan Analyst

Tesla Motors Inc., the U.S. electric-car maker backed by Toyota Motor Corp. and Daimler AG, rose as much as 15 percent in Nasdaq trading after a JPMorgan Chase & Co. analyst said he was “bullish” on the company’s outlook.

Tesla climbed $3.72, or 15 percent, to $28.35 at 3:19 p.m. in Nasdaq Stock Market trading. Earlier, it rose as much as $3.79 to $28.42, the highest price since Tesla’s second day of trading on June 30.

“We are bullish on TSLA as we believe it is at the vanguard of improving battery costs/durability,” Himanshu Patel, an analyst with JPMorgan, wrote in a report today.

The company, based in Palo Alto, California, should be able to produce “a well-received Tesla-badged product lineup in this decade, but also what seems like an increasingly viable powertrain supply revenue stream,” Patel said in the report, reiterating his “overweight” recommendation on the shares.

The company yesterday reported a third-quarter net loss of $34.9 million as sales declined and it spent money to develop a battery-powered sedan.

Along with Toyota and Daimler, which have each invested about $50 million in Tesla, Japan’sPanasonic Corp. last week bought a $30 million stake.

To contact the reporter on this story: Alan Ohnsman in Los Angeles ataohnsman@bloomberg.net."

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