Sadly, yes. Daimler management got drilled last year at their shareholder meeting as to why they have not done anything in the EV space to combat Tesla. This triggered them to take EVs more seriously. I still don't think they are being aggressive enough, but they are the most serious out of all the established OEMs imo. We are witnessing a perfect example of the innovator's dilemma in the automotive business.
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IMO Elon's "Stormy weather in Shortville" was referring to the large move after the ER.
SP up $148 in five months. To take a cue from Garrett Morris's old SNL bit: "Elon Musk been berry berry good to me!"
MitchJi
Trying to learn kindness, patience & forgiveness
A different way to say that is that as enthusiastic as we are about this SP bump it's coming before any of the major catalysts actually happenIMO Elon's "Stormy weather in Shortville" was referring to the large move that is coming after the ER
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ValueAnalyst
Closed
And they have the largest market share in the Semi market.
And they had a previous relationship with Tesla.
It'll be interesting to see how this one plays out.
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my friends in traders playground tell me that you are even more bullish AAPL than I am. Thats saying a lot but if you look at the math in simple terms I tend to fall back to the connections to my previous love, AAPL.
AAPL entered the cell phone market in 2007 , a market that yielded relatively low margins and where phones were purchased outright with few financing incentives. In other words there was not much money to be made in cell phones if we were to draw parallels to the market space today.
I reference I post i placed back in 2013
Traders Playground Investment Stock Picks chatroom and BB • View topic - Buying Long Term: (16:06:24) MMASSASSIN: Tweeting: will be
Traders Playground Investment Stock Picks chatroom and BB • View topic - Buying Long Term: buying TSLA stock at 27.07-27.10 area thi
The breakout back then we had a target for 150 the following year due to short covering . Now Im looking for a very fast 200 point rally to come from the breakout now only beginning.
ValueAnalyst
Closed
Thanks. I think you meant TSLA in your first sentence though; I'm not in AAPL.I don't think you'll find the excitement you're looking for on my twitter account. I'm a bottom-up fundamental research long-term investor so I don't trade often.
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I think the coronation to TSLA becoming the AAPL of the auto industry implies doing so with higher margins and continued growth .
Back then in 2013 my long term target was to see TSLA as a trillion dollar company. Today I believe that it can and will see 2 trillion dollar market cap within 7 years.
The predictions just state an understanding that a shift is happening where high growth within a market now 100 years old. Add to that the trillion dollar opportunity that comes from Tesla energy .
I know the estimates sound ridiculously lofty but those of you that may of known my stance in 2007 when our first lover AAPL was shifting the paradigm within its field , may of seen the prediction we had of 650 billion market cap for her as being equally ridiculously
mmd
Active Member
Part of the difference (if there is any) might also be explained by the reading habits of the present Administration, particularly its figurative Head. Not many books sold there. Besides the propaganda.
Mike Smith
Active Member
Around 25,000 people per hour are currently watching the TED interview. I think a lot of them are deciding they want to own some TSLA.
DurandalAI
Member
Some serious FUD here. But hey... If you're wanting a 25% margin on the M3, that means you need a production cost of $26,250 for the $35k sales price. If the battery is 55kWh, you're looking at just under $20k cost for the rest of the car minus the battery. Anyone else want to wager that TSLA can do the rest of the drivetrain for $5k, the body for $10k, interior/paint/wheels for $5k? I sure would take that bet, oh wait, I already did!MikeMikeDelta said:
I think with the extreme migration towards automation, that we're going to find out that the number of man-hours required for the production of the M3 are much lower than for the Model S, and for other traditional automakers. I have no doubt that Model 3 profitability will hit in 2017, and likely reach target Q1 of 2018. But of course, those riding that river in Egypt will claim that Tesla is "burning cash" by redirecting those profits into GF3 & 4...
So lets assume that all goes as expected in the next 2-3 years. Model 3 takes off, TE takes off, GF's being built as planned, etc. At that point, I'm a little worried that the stock price would start to be affected negatively. This time, not by all the stupid FUD/bear arguments, but by unrealistically HIGH expectations from these same brain dead analysts. Does anyone else share that concern?
yes TSLA sorry
I don't think you'll find the excitement you're looking for on my twitter account. I'm a bottom-up fundamental research long-term investor so I don't trade often.
TSLA's being glued to 326.50 for over an hour is unnatural and likely the result of capping activity. With the number of short shares drawn down today, it's entirely possible. What I'd like to see is volume pick up late afternoon, and that would allow TSLA to continue its rise.
That's a good point, but that number is being highly skewed by me watching it over and over and over again.
Brando
Active Member
Chinese claim to loose 4,000 per day! One of the reasons behind big push for wind/solar and closing of coal power plants.
Air Pollution Causes 4,400 Deaths In China Every Single Day: Study | The Huffington Post
Brando
Active Member
First you have to pay for the software activation.
Second you need to turn it on when you want to use it. (similar to using cruise control)
Third realize you are still the pilot and have the ultimate responsibility. Don't be a fool. Cars are dangerous, they can get you killed.
GM ignition switch users had no such options nor knowledge. Yes, it was also flawed. Over 100 died. google to find articles you trust.
Supreme Court decided against GM - which I think first time in decades a corporation lost at the Supreme Court.
Hogfighter
Professional Lurker
The rocket launch/landing today seemed like an apt analogy to Tesla right now. Gone are the days where no one thinks that SpaceX can land a freakin' rocket back on earth. The webcast seemed almost ho-hum. The impossible is now expected.
Gone too, are the days that no one thinks Tesla can build mass volumes of electric cars, and sell them. The Model 3 launch will be FAR, FAR simpler than the S was (when they had no experience and no money), or the X was (don't get me started on that one).
The math is simple:
1) The demand is there for Tesla products (even if there's not for electric econoboxes that sell for $37,500).
2) Tesla has the experience to produce the 3 in quantities, with relative ease compared to their past.
3) Gross margins are forecasted to be 25%. If the margins prove to be smaller than forecast, they have sufficient demand to raise prices for the foreseeable future.
Many of us remember when all this was written off as impossible. Now it's expected....which is why we are all making a metric crap-ton full of money right now. (except a few unnamed participants)
Gone too, are the days that no one thinks Tesla can build mass volumes of electric cars, and sell them. The Model 3 launch will be FAR, FAR simpler than the S was (when they had no experience and no money), or the X was (don't get me started on that one).
The math is simple:
1) The demand is there for Tesla products (even if there's not for electric econoboxes that sell for $37,500).
2) Tesla has the experience to produce the 3 in quantities, with relative ease compared to their past.
3) Gross margins are forecasted to be 25%. If the margins prove to be smaller than forecast, they have sufficient demand to raise prices for the foreseeable future.
Many of us remember when all this was written off as impossible. Now it's expected....which is why we are all making a metric crap-ton full of money right now. (except a few unnamed participants)
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wow what a move. it sure feels like the earnings beat i have been anticipating has been priced in by now. it's a 40 point move since you could have been nearly sure (after deliveries were announced) and an 85 point move since you would have a good idea a beat was coming (after solarcity 10k was out). @MitchJi and others have mentioned the importance of model 3 commentary, and from the ted talk that was positive.
what's left to drive a huge upside surprise price movement?
the only thing i can think of is the rest of the world coming to realize tesla may be a s&p 500 member by september.
if it was not for my view of the likely lower quality nature of the beat, i would say there were other surprise catalysts out there.
what's left to drive a huge upside surprise price movement?
the only thing i can think of is the rest of the world coming to realize tesla may be a s&p 500 member by september.
if it was not for my view of the likely lower quality nature of the beat, i would say there were other surprise catalysts out there.
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