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Interesting, is that we all say we want to improve the environment, but it has to be on our terms. A PHEV was to improve the environment, not to...
Yet in the meantime you will continue to drive your two ICE vehicles even though a Volt, Bolt, Leaf or Prius are affordable on a budget but you...
Good grief. Where did you read me saying that? Of course there is pent-up demand for Model 3. People have been waiting for 2.5 years for the car....
Tesla sells cars under 50 miles as new "in the wrapper". Showroom models have almost zero miles. I was not talking about test drive or loaner cars...
You mean these numbers updated through Q3? They are Tesla's own numbers since 4Q16. They are NOT my numbers. Check the Tesla production and...
In CA you can lease a Bolt or Leaf for around $300 a month and still the cars are sitting. I just do not get it. That is a HELL of a bargain....
Have to disagree on Ford and GM. They have $billions in cash to weather the change in course. But the Japanese and Korean automakers could be in...
I was just at the Tesla delivery center Tuesday. They have all three models available. Call your local showroom yourself. At the end of September...
Okay wrong word. How about apples and oranges? Or skewed? You just can't compare the two sets of numbers was my obvious point.
Far forward looking? Tell that to Amazon and Google tonite. Tesla just had the best quarter in their history with a brighter future and look where...
Let's revisit that assumption in January-March. I am expecting Europe to be the sales driver in Q1 until the $35k Model 3 is available here. We...
Agree. That is why I think Tesla will end up with a P/E ratio of 30-40.
Revenue does not reflect market share. The measurement is number of units sold. When they report global total sales they talk about 95 million...
A 35-40 P/E ratio is pretty freaking high for a $50-60 billion tech/auto company. "As high as I see Tesla going" by the end of 3Q19. I did not say...
Most often the placements are free of charge from OEM's in exchange for screen time and are coordinated with promotional campaigns and website...
Revenue is irrelevant. What matters is how much FCF is generated and net profits are realized. If increased revenues do not improve FCF or profits...
Close but not quite. Tesla did not have to turn. They started in the BEV direction from day 1. All of the other OEM's together have over $500...
Who cares about the other guys? I was asking what everyone thinks the P/E ratio should be for Tesla? If Tesla becomes perma-profitable then the...
Their current cars are costing 200,000 Yuan ($28,000). We have no clue what parts and service prices are. But you think they should pay a 27%...
Sales tax in CA is due at delivery if you intend to drive the car within the state. So a fly-in for delivery option may not be a very good idea....
Karen, Even if Fremont ships BiW's to China to finish assembly, isn't there a parts tariff in place? I don't think Tesla could achieve much in...
Karen, your approach will help you sleep at night and live a LOT longer... ;)
You are missing the bigger picture. The legacy OEM's answer to their shareholders. The legacy group are mostly all profitable. To do a major...
Raise it to what? At your $8 that is a P/E ratio of 37.5 for $300 SP. That exceeds almost every company in the tech industry. Most auto OEMs are...
If they are hiring drivers to drive company-owned cars they are not an "Uber-like" service. They are a taxi company that has to pay a minimum...
As a former new car dealer, every OEM walks a fine line on repair costs for out of warranty cars. Why do you think separate repair shops do so...
It really boils down to the consumer. If they begin to push for more EVs the OEMs have no choice but to go along. Buyers rule.
At the end of last year Uber claimed to have 750k drivers in the U.S. and 2 million globally. With a parttime take rate of 10% of Tesla Model 3...
One percent profit on parts/service? Not a chance. Assume you have not seen a parts bill for body shop repairs? This is where Tesla can start...
Found an interesting pic in the Atlanta delivery thread of crates of Model 3 battery packs. Could Tesla be planning to switch out packs from...
Who buys at $270 and sells at $275-272? You have no idea what their entry point was or their motivation for selling. Get over it. If you are...
You joking? The stock just rallied over 10% yesterday. If they bought under $260 they are banking a whopper of a profit. I left money on the table...
Karen, That F-150 is not a heavy duty truck. HD starts with the F-250 on a heavy steel frame. Unit body construction does not work for HD...
How about just banking a profit and stepping to the sidelines when in doubt... ;)
Karen, I can appreciate your position. Cannot believe I am saying this (since your intelligence level on a wide variety of topics never ceases to...
I think several factors are in Tamberrino's SP number. 1) Increased number of shares. 2) Tesla achieving a real P/E ratio on low profit levels 3)...
You rolled call options into stocks? I just sold some Nov $350 calls for a 300% gain yesterday. Why would you actually buy shares? If they rise...
Not sure who "you people" are, but I happen to be long again at this time on Nov options. I did sell some of my position yesterday but still...
Today's and yesterday's SP movement seems almost entirely based on what people think happened in Q3, which ended nearly a month ago. And partly...
Given that price normally works in opposition to demand, if production of the maximum numbers of cars was the goal why raise the price of the MR?...
But Tesla is not Walmart or a grocery store doing weekly markdowns. They also just dropped the LR $1,000. So is that indicating a reduction in...
But it can cause hesitation with buyers. "If we wait another week the LR could drop again". This weekly tweaking points to a confused pricing...
Anyone know why they just raised the price of Model 3M $1,000? This tweaking is getting really confusing.
Actually, a smaller size pickup might have far more global buyer interest. Good example is Ford is re-introducing the Ranger. A smaller pickup...
Go to EV-CPO.com and look at the discounts listed for new Model S and X units in the U.S and Europe. These are for just the units listed on the...
"Artificially pumped"? An acquisition of just under the 5% trigger by a group like the SIF is major news for any stock involved and will always...
Everyone in the Finance office is still out on loan and having fun delivering Model 3's to people's homes. :)
HA! I was right! You are too smart to be from this planet. :D
Banks are on both sides of the "coin" because they make MONEY on both sides.
You keep claiming I have an agenda yet you have offered zero proof. Spacecash just claimed I am paid to post here, which is total nonsense but he...