Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

This site may earn commission on affiliate links.
Shortzes like to pile-on in the Pre-market, usually at a multiple (today its 1.0x)

Nasdaq 100 Dec 21 (NQ=F)​

CME Delayed Price. Currency in USD
14,993.20 -201.50 (-1.33%)
As of 5:40AM EDT. Market open.

TSLA Pre-Market Quotes Live​

This page refreshes every 30 seconds.
Data last updated Sep 28, 2021 05:30 AM ET.
Consolidated Last Sale$780.79 -10.57 (-1.34%)
Pre-Market Volume68,471
Pre-Market High$781.62 (04:00:20 AM)
Pre-Market Low$775.26 (04:14:06 AM)
 
Just goes to show that a carbon tax would be just as effective (if not more-so) than a tax credit. Not to mention profitable for the taxpayers rather than a cost. No “subsidizing the rich” complaints either.
One main campaign-idea of the greens in germany was to increase the carbon-tax & give every citizen ~100€/year cheque..
So if you are poor then this basically is selling your CO2-contingent onto the rich :D
 
One main campaign-idea of the greens in germany was to increase the carbon-tax & give every citizen ~100€/year cheque..
So if you are poor then this basically is selling your CO2-contingent onto the rich :D
Bad idea.

That money instead could go back to the poor instead with different services. Doesn’t have to pay for EVs for the rich. Especially since the poor are often most affected by climate change. Would be politically positive for the majority of people I would think.
 
  • Like
Reactions: Criscmt and AZRI11
One main campaign-idea of the greens in germany was to increase the carbon-tax & give every citizen ~100€/year cheque..
So if you are poor then this basically is selling your CO2-contingent onto the rich :D
A pretty good ideal really. Can then just turn the screws as the economy adapts to low carbon.
 
A pretty good ideal really. Can then just turn the screws as the economy adapts to low carbon.
Exactly that.
One main argument against co2-tax was, that poor could be left behind, because they NEED to drive to work & cannot use EVs. Also they mostly rent.. and if the landlord still has a oil-heater, then they have to pay the co2-penalty without any chance to escape or change the situation.

So you can crank up the co2-prices faster & things will improve faster as the most polluting things will be shut off due to economics. And you kind of get a bit of wealth-transfer to the one that are not so lucky.

And because it is per person it also subsidizes families and single-parents more. Because your child also has a carbon-budged :D
 
Piper Sandler weighs in this morning . . . . .
1632828053524.png



"Potter now thinks Tesla will deliver 894,000 vehicles in 2021 and his Q3 delivery estimate increases to 233,000"
 
"Potter now thinks Tesla will deliver 894,000 vehicles in 2021 and his Q3 delivery estimate increases to 233,000"

If they assumes 894k for Full Year and 233k for Q3, that implies 275k for Q4.
That could translate to $2.50 non-GAAP EPS for Q4.
That's an annual run-rate of $10 EPS giving us a P/E of 79 at today's selling price.
 
If they assumes 894k for Full Year and 233k for Q3, that implies 275k for Q4.
That could translate to $2.50 non-GAAP EPS for Q4.
That's an annual run-rate of $10 EPS giving us a P/E of 79 at today's selling price.
79 P/E seems totally reasonable for a company whose YoY EPS growth would be…um…312%?

can I borrow your couch?
 
And takes TSLA right down to the... (checks chart, invokes @Artful Dodger ) right down to the upper BB. Wouldya look at that!

Yeah, but the Upper-BB is a rising tide right now. This morning's 7 a.m. Max Pain update shows a step increase of $15 to $765. That's a big move in 1 day. :D

sc.TSLA.50-DayChart.2021-09-27.20-00.png


Cheers!
 
Last edited:
If he assumes 894k for Full Year and 233k for Q3, that implies 275k for Q4.
That could translate to $2.50 non-GAAP EPS for Q4.
That's an annual run-rate of $10 EPS giving us a P/E of 79 at today's selling price.
At 894k revenue could come in around $51.6B. In Q1 Tesla accounted for Elons next tranche of stock based compensation indicating it was probable Tesla would hit $51B in revenue.

If Tesla continues to be valued at a price to sales of 20, that translates to a share price of $1,042 and valuation just over $1T.
 
The +15k S deliveries really got me thinking about just how much people spend on the company they invest in as the stock skyrockets. People generally buy the products they invest in, but usually you get a thousand dollar smart phone, or a 1200 dollar video card as a splurge...however those that have hit Tesla pretty big are going for 150k Plaids..this positive feedback loop will find Roadster 2.0 sales in the stratosphere.

Here is the crazy part, Tesla has proven that they are better at manufacturing than legacy auto already because they can pump Roadster 2.0s or plaid S/X at insane rates vs legacy auto. Even those slow AMG engines need a lot of hand building as their complexity is pretty high.
 
We are going to start hearing about the 10Y Treasury yield again. At 1.54% and increasing.
This is a good thing. The mild run up in TSLA is everyone catching up from an amazing spring/summer of news that didn't move the SP, and will continue. People also need to get ahead of 3Q earnings

THEN the market rotates back into "tech" and we get a macro bump between P&D and 3Q earnings. Delightful. There is no escape.