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  1. B

    Hi, I’m a short seller

    Yes lots of research have been done in this area but not a single one predicts that 100% of all vehicle sales will be electric by 2030. EV Adoption Hits The Accelerator People will first under predict the impact of the technology then over estimate it as growth become exponential. IIRC even...
  2. B

    Hi, I’m a short seller

    Did u even read what I wrote?
  3. B

    Hi, I’m a short seller

    I'm not disagreeing with the fact that EV will become mainstream, I'm disagreeing that 100% of all cars will be electric in 12 years. Even if there is demand, EV adoption will be limited by supply. Manufacturers can't instantly flip a switch and churn out millions of electric cars worth hundreds...
  4. B

    Hi, I’m a short seller

    Wow has anyone ever taken any financial or investing courses here? Companies only do 2 things with their profits. 1. Reinvest them. 2. Pay them to shareholder (dividends,buybacks,etc) IF the company do not pay back to their shareholders, they automatically reinvest all of their profits. If...
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    Hi, I’m a short seller

    This is hilarious. Tesla shareholders act like this is a good thing. Rotfl.
  6. B

    Hi, I’m a short seller

    DAIMLER AG Revenues 2008-12 96100 2009-12 78924 2010-12 97761 2011-12 106540 2012-12 114297 2013-12 117982 2014-12 129872 2015-12 149467 2016-12 153261 2017-12 164330 TTM 165533 You forgot to factor dividends into account. Shareholders will see their portfolio more than double if they...
  7. B

    Hi, I’m a short seller

    Assuming, ROE = 16%, PE = 6 DIVIDENDS = 0%: BV = book value E = earnings MCAP = marketcap BV E MCAP 100 116 16 96 135 19 111 156 22 129 181 25 150 210 29 174 244 34 202 I'm not wasting my time arguing someone with no basic financial background.
  8. B

    Hi, I’m a short seller

    A stock bubble paying a dividend of 6.3% and trading at a P/E ratio of 6? Lol.
  9. B

    Hi, I’m a short seller

    No they're not. There's nothing preventing Daimler/BMW/other major auto players from switching to EV when the times come but there's simply not enough economic incentives to do it right now. Also, I'm not betting against electric cars. In the long run, EV will be as common as ICE and Tesla will...
  10. B

    Hi, I’m a short seller

    lol, my sides. In all seriousness all transitions usually take a lot of time. It took 50 years for 30% of people to switch from coal to oil. Take a look at this graph: https://pbs.twimg.com/media/DaRChUJUwAIDPH0.jpg:large
  11. B

    Hi, I’m a short seller

    You seem to have a very limited understanding of finance. That number is a function of the dividend, PE, and the ROE of the business. Assuming constant returns on equities, if the stock has a ROE of 16%, P/E of 6, and pays 0% (*zero percent*) in dividends, you'd double your money in roughly 5...
  12. B

    Hi, I’m a short seller

    Depending on the source, current predictions estimate roughly 30-50% of all vehicles sold per year will be electric by 2040-2050. ICE vehicles will still dominate sales 20-30 years from now. Currently, Daimler/BMW stock is currently trading at 6 times earnings and pays 6%+ in dividend per year...
  13. B

    Hi, I’m a short seller

    The Gigafactory, "economies of scale", striking lithium deals with suppliers from Chile/Australia/etc, I've heard it all.Tesla DOES NOT have a monopoly on lithium. There will obviously be increased demand, but all suppliers know this. Many lithium mining companies are expanding their capacity as...
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    Hi, I’m a short seller

    Good thing the US only represents ~15% of Daimler's/BMW's revenue. EV sales are are currently insignificant, and the automotive giants will have no problem selling EVs at a loss to gain marketshare *while still being very profitable*. Tesla doesn't have a monopoly on lithium. They might be the...
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    Hi, I’m a short seller

    I am not shorting or buying TSLA puts (markets can stay irrational longer than you can stay solvent) but I am fully loaded on Daimler and BMW stocks. Both of them will be launching their own EVs soon and I think Tesla will have a even harder time reaching profitability with increased competition.
  16. B

    Hi, I’m a short seller

    If you're betting a substantial portion of your net worth on that, please sell and see an investment consultant. Emotional investing does not do well in the long run. TSLA is one of the riskiest stocks to own. You should be diversifying and indexing if you do not know how to properly value a...
  17. B

    Hi, I’m a short seller

    I'm perplexed by the amount of irrationality that currently exists with Tesla. Investors will make up any reason to justify pouring in money for the company to incinerate. I never short or buy puts because I always abide by the following rule. "The Market Can Remain Irrational Longer Than You...