It's going to be really interesting to see GM and Ford's earnings calls. GM's plan to "overtake" Tesla is to build 1M EVs a year by 2025...which Tesla does...today. GM "leads EVs" and sold all of 26 last quarter. Investors have to be asking about that. And for both companies, they need to be asking how they are going to address the inevitable decline in ICE...that make up 99% of their production. To not lose sales, they need to capture EVERY lost ICE sale with their EV products-which isn't happening. To me, VW looks pretty strong, as does Hyundai/Kia. Ford a little further behind. GM and Toyota not even close.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I actually this production will be more difficult to solve.
It is remotely possible Apple or Google swoop in with an FSD solution and partner with an automaker to compete with FSD with some reasonably turnkey solution. If they did it soon they might hit parity in 5 years.
Nobody is going to come in and offer auto makers a turnkey way to mass produce cars. Not in 5 years, likely never.
The Accountant
Active Member
I am not even sure if they can make a profitable EV to start, but if they eke out a profit on their EVs, they'll need to sell 4 EVs for every lost ICE sale just to keep the bottom line flat.
Wall street is damned if you don't, damned if you do situation. The stock went up due to huge car sales and great margins. Of course Elon will say hey guys we'll do that again this year but with even bigger numbers. Wall St doesn't like it and sells the stock off.
If Elon had given a roadmap with a 25k car and ended up expanding a product line that wouldn't even sell until 2024 and only does 1.4 mil production then we would of sold off at the end of the year due to decreased sales and low margins.
It's a BS game they play.
If Elon had given a roadmap with a 25k car and ended up expanding a product line that wouldn't even sell until 2024 and only does 1.4 mil production then we would of sold off at the end of the year due to decreased sales and low margins.
It's a BS game they play.
I think part of the letdown of the Cybertruck delay was their own making. This week they had been "promoting" it. New releases of videos and stills of "prototype 2" being shown at Austin, and Elon's tweet about driving the truck around in Texas gave everyone high expectations that the ER would have positive news about it. Instead, it crushed those hopes. As an investor, I'm glad to see them focus on production, volume and revenue rather than new products. As an enthusiast that wants to buy a CT, I'm disappointed.
Latest delivery windows (from a California perspective)
| Model | Est Delivery |
| Model S | Jul |
| Model S Plaid | 4-8 weeks |
| Model 3 | Jun |
| Model 3 LR | Mar |
| Model 3 Perf | Mar |
| Model X | Jan 2023 |
| Model X Plaid | Oct |
| Model Y LR | Aug |
| Model Y Perf | Mar |
LOL Elon disrespecting his competitors as bad as Biden disrespects the American People.
Except Elon is probably right.
Now I'm cryin' because I have 1/5th the number of shares.
dhanson865
Well-Known Member
so minor a win but I'll take it, I randomly had 90 cents more than the closing price and got a share very nearly at the low price of the day.
MTL_HABS1909
Active Member
So 5 years for the government to approve it once Tesla has solved it?
TheTalkingMule
Distributed Energy Enthusiast
SP can't turn around til we transition from incessant whining to snipiness.
Google was working on autonomous vehicles with their Waymo project. They abandoned it years ago. I don't think Apple has ever seriously looked at it. Apple has little manufacturing experience, instead primarily having their products contract manufactured and sticking their label on it. I think you have more of a chance of Tesla building a cell phone than Apple building an autonomous vehicle. Far simpler product.
jhm
Well-Known Member
Any chance Tesla will make a CyberCat? I prefer cats to dogs.
Time for kick-off, then.
Sudre
Active Member
I was wondering this myself. Since the golden boys won't have FSD I can see the Feds trying to block this for sure. Can they? Some states already allow FSD in certain conditions. Can the Fed turn around and block those states? I guess if the Fed says the cars are unsafe like not having a seat belt they could? thoughts??
A Fed law requiring safety drivers for example. The trucking union will definitely require this for commercial trucks.
RobDickinson
Active Member
BTW did people forget Elons (almost) opening words on the product roadmap?
"Some stuff deserves its own launch so lets skip those things" - paraphrasing some
"Some stuff deserves its own launch so lets skip those things" - paraphrasing some
pz1975
Active Member
The drop in the SP to $830ish feels a lot like the drop in late summer 2019. The company was growing and model 3 was ramping and yet the market dropped the SP to 50% of the then ATH. I remember feeling very confused and upset about this at the time. I added a little at the time but obviously should have added more.
Now that I am more battle-hardened after 9+ years of closely following TSLA I know that we will all look back in this time and wish we had bought more. The company is stronger than ever and only getting more dominant financially. This time I am leveraging more (sold shares to buy DITM LEAPS) and sold naked puts to try and get more shares even cheaper.
These are the times that eventually in the future the paper hands lose and the diamond hands win.
Now that I am more battle-hardened after 9+ years of closely following TSLA I know that we will all look back in this time and wish we had bought more. The company is stronger than ever and only getting more dominant financially. This time I am leveraging more (sold shares to buy DITM LEAPS) and sold naked puts to try and get more shares even cheaper.
These are the times that eventually in the future the paper hands lose and the diamond hands win.
Elon said “It’s a big number”
So analysts should just put a big number in their models. Easy peazy
New investment: TQLA
Tasted better at $1,200/share...
Tasted better at $1,200/share...
I made a statement, not an argument and if your friend emptied her credit line to go all in....did she just think it was going to go up and make quick $? If so, than you should have given her some advice before she did that since you've been around TMC for a while now.
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