Yes, and 25k is over 100% growth from previous year...So you can go invest in GM or you can invest in future growth... Btw, if you are so eager to compare GM and Tesla, wait and see how the Model 3 numbers compare to the Bolt.
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Yes, and 25k is over 100% growth from previous year...So you can go invest in GM or you can invest in future growth... Btw, if you are so eager to compare GM and Tesla, wait and see how the Model 3 numbers compare to the Bolt.
anticitizen13.7
Not posting at TMC after 9/17/2018
What is your rationale for evaluating a high-risk, high-growth company to something like GM or Intel?
Tesla's future is not just automobiles. Stationary storage and solar are expected to be about 50% of Tesla's business in the next decade.
sundaymorning
Active Member
It's clear that @myusername has no clue how to valuate growth companies. We should be above $300 somewhere in 2017 (just a hunch).
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Hi Guys,
I come up with some arguments that the shorts may use:
1. Tesla failed to meet the guidance for Q3 again: they expected to product 50,000 cars in H2, but Q3 they only made 24,500
2. Models demand is not increasing compared to Q4 2015 17,000 -- the demand was only 15,800 in Q3 2016, despite all the discounts and referral program
3. Model X is stealing the demand of Model S, and apparently Model 3 will steal both Model S and X demand.
How do we defend these craps?
I come up with some arguments that the shorts may use:
1. Tesla failed to meet the guidance for Q3 again: they expected to product 50,000 cars in H2, but Q3 they only made 24,500
2. Models demand is not increasing compared to Q4 2015 17,000 -- the demand was only 15,800 in Q3 2016, despite all the discounts and referral program
3. Model X is stealing the demand of Model S, and apparently Model 3 will steal both Model S and X demand.
How do we defend these craps?
TrendTrader007
Active Member
Dude! Charts predict a major gap and go day tomorrow for TSLA just wait and see
Skeptics and naysayers like you are simply going to watch from sidelines as TSLA takes off to $300+
anticitizen13.7
Not posting at TMC after 9/17/2018
I don't even bother trying. Entities that are short selling are doing so based on uncertainty -- the belief that what Tesla is attempting is impossible. They can't be disproven until Tesla actually achieves its goals.
I like your resolve. Hopefully you stick around a little, the shorts from 2013 just kind of disappeared from the forum, without bothering to come back and acknowledge how wrong they'd been.
Go buy GM stocks. I'll stick with my TSLA.
FUD is going to happen. The media, in general, likes to generate 'clicks' so we will see some negative 'headlines' for
Months to come.
I predicted 22k. 24.5 K is great.... yes, STEAK.
It will be interesting to see how this affects the SP over the days to come.
IMO, we will continue to have a rollercoster ride with TSLA for some time to come.
We are on the upside of the 'loop-d-loop' right now
Had to put that beautiful number into a plot.
View attachment 197179
Data from Tesla Europe Registration Stats
I am sure @Troy will soon add the data point there also.
That's 9,700% growth in deliveries over Q3 in 2012. The same growth rate would imply 2.4M deliveries in Q3 2020. 250k/quarter (1.0M/annum) should be a walk in the park!
sundaymorning
Active Member
Guess who is on the front cover of CNBC, rythms with "NEON."
Tesla revs up production and deliveries in Q3, led by Model S surge
Tesla revs up production and deliveries in Q3, led by Model S surge
anticitizen13.7
Not posting at TMC after 9/17/2018
Ok, given 24.5k deliveries, what do people think this translates to in terms of revenue? More Model X makes ASP goes up, but more Model S choices at the lower end makes ASP go down.
This guy Hochholdinger Tesla hired from Audi and made VP for vehicle production 5 months ago sure seems to be doing his job!
Tesla hires Audi’s Senior Director of Production to build the Model 3 program
Tesla hires Audi’s Senior Director of Production to build the Model 3 program
Sorry, no dislike from me.
My only comment: I would rather be in TSLA between now and 2025 than GM.
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Wow, that is some horrid logic and poorly thought out arguments. In other words, exactly like the shorts, well done.
1. They produced over 25k, over the estimates. Q4 is always higher than Q3. They already affirmed the guidance. They still produced more than they delivered, showing that Q4 could actually be huge if it follows past pattern of delivering more than production.
2. Deliveries and production are not the same as demand. Why look at one model when looking at demand? Overall tesla demand is way up and that's what matters. Also Q4 2015 was a clear outlier with pipeline emptying. Here we have another 5500 in transit.
3. Who cares? People have preferences. As long as they buy a tesla I don't see the concern. Also, X is more expensive and will be comparable in margin.
Honestly, no real way to spin this for shorts. Even bull analysts like Kallo and Chowdry were calling for 22k. This ones headed north.
Wall st journal article is positive as well, good read on sentiment
Tesla’s Third-Quarter Sales More Than Double From a Year Ago
Tesla’s Third-Quarter Sales More Than Double From a Year Ago
Also, 5500 in transit? Didn't see that coming. So much for the spin that Q4 would suffer because everything was pulled into Q3. Should see steady higher numbers from here.
Here you got mine. I normally don't click that button. I really meant to say "Disagree".
You still think Tesla is just a car company and you value it by comparing the delivery numbers between Tesla and GM?
dc_h
Active Member
Good stat: So 3 years ago Tesla was .1% of GM sales, now they are on track for 1% of GM sales (with a much higher priced and more profitable car) and by 2020 they are on track for 10% of GM sales by cars and higher by revenue. Would be nice if GM had another business that would grow faster than cars to match up with Tesla Energy, which could get Tesla well past 10% of GM revenues in 2020.
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