Don't underestimate the bears' capacity to move the goalposts. I can hear them now: "Q4 was a fluke and only profitable because the expiring tax credit caused a surge of artificial demand."
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Don't underestimate the bears' capacity to move the goalposts. I can hear them now: "Q4 was a fluke and only profitable because the expiring tax credit caused a surge of artificial demand."
Depends what you consider to be a climax. I consider this to be the end of several years of foreplay...soon the real action will begin.
Buddyroe
Active Member
Well yea, of course. There have been hundreds before this one, and there'll be hundreds more. The "climax" of the Tesla story never climaxes - it just keeps getting better!
I think it will go back and forth a bit longer. Bears will claim demand is falling and that we will see it in the Q1 numbers. Bears and bulls are tenacious in this stock. I'd say once we get to Q3 and Q4 2019 and still profitable then the shorts will get squeezed. Long TSLA calls and stock myself.
As a US citizen, the way the EU is trying to blackmail the U.K by getting them to pay billions is shameful. I won't blame the Brits (and would probably encourage them) to give the finger to Brussels and do a hard exit. The $billions they don't pay can be used to improve their own trade and country. Don't put up with Belgium's powerless threats. Just trade with US and China and everyone else and they'll be just fine
The climax will be when/if they release FSD and suddenly starts making real money both on cars sold and on ride sharing. And when they start to transform society and how we live our lives.
No, cuz she's so high w her target prices nobody pays it any attention.
The tslaq fools (I wrote folks, but autocorrect changed it, and I decided that works, too) will be around until Tesla is a full-line automaker with completed Gigafactories on three continents producing millions of vehicles/year. It's just how they roll. I've been closely following this stock since 2012, and it's quite clear that the goalposts will shift until they fall apart from the strain.
Meanwhile, my shares will sit, unperturbed, and I'll enjoy my Model 3 and eventual Model Y.
Meanwhile, my shares will sit, unperturbed, and I'll enjoy my Model 3 and eventual Model Y.
The UK being in the EU was mutually beneficial. This is not a zero sum game. Both sides will lose. There was no blackmail against the UK as you say, that is basically a lie. There were deals made, and obligations accrued for mutually beneficial acts. Pull out, and you need to pay your obligations.
We really shouldn't whitewash history there:
So it was a miss. The good news: it's up from here.
- original Model 3 timeline was indeed 2018,
- but then Tesla got a lot of pre-orders, raised billions of dollars to increase volume and accelerate the timeline to 2017,
- then missed the 2017 timeline and missed the "10k/week by end of 2018" timeline, despite spending those billions
From January 2014 presentation to large investors:
http://ir.teslamotors.com/static-files/e768168d-076e-4705-9751-e7872b1982bc
Attachments
Last edited:
Climax is when when Tesla gets FU money and buys Nintendo just because Musk wants Mario Kart in the apps section.
A release of Tesla Music might be close to the peak of the rising action however.
Thumper
Active Member
If there is a general consensus that Trump is going to declare his contrived national imergency tomorrow night, I think that will weigh on markets all day. If he actually calls an emergency, it will be bad for markets for a while. Can TSLA move counter to a downward trend?
Yuri_G
Member
"Model 3, our smaller and lower cost sedan will start production in about 2 years. Fully operational Gigafactory needed." Sep 2015
Elon Musk on Twitter
Production moved up approximately 3-6 months. The volume production goals are what changed substantially. Originally the goal was something like 500k Model 3s by 2020, then it shifted forward to 2018. Can't remember where those numbers were quoted from, probably an earnings call. I'd imagine 500k won't happen next year, but it should by the original 2020 goal.
This report is from Tom Randall and not Dana Hull. No surprise there..
I am fairly confident that Tesla will not do those kind of shenanigans.
Nice that Elon is also a member of Royal Society. Didn't see any news on that.
Has anyone considered that Elon just might be OK if China hacks FSD technology? China is likely very resourceful in getting access to source code etc. Maybe this is one reason why China was OK giving Elon 100% ownership of the Shanghai plant AND funding it.
Maybe automotive is different, but Intel restricts it's high-tech chips from Mfg in China. The CPU wafers are only done in either Israel, Ireland, or USA. Shanghai does the assembly which is basically the easy part and their Wafer FAB is restricted to basics like memory.
Knowing Elon's mission, this might be a higher level deal than anyone realized. The faster everyone goes EV the better (and I agree). Just like wanting to share his patents, he's encouraging the migration to EV... in a hurry.
So the stock shoots through the roof this year as a result, he builds more GFs from HUGE revenue in China, and we all win. Losers will be all the other Auto industries who must see this China friendship as a real concern (besides Tesla).
I don't short generally, and certainly not for ten-year theses. The borrowing costs alone!
Similar threads
- Locked
- Locked
- Locked
