thesmokingman
Active Member
From memory of that period, share price blew up to 1700, then drew back to 1300, and then it went back to 1700 and split. From that late 2019 split Tesla has gone up 235%.I re-capitulated in the six digit range instead.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
2019? $200's, pre-split, my friend!
I sold my 4x'd Twilio from BTC earlier. Then, bough TSLA in April 2019. The rundown made no sense, rationally.
I sold my 4x'd Twilio from BTC earlier. Then, bough TSLA in April 2019. The rundown made no sense, rationally.
In case it wasn't perfectly crystal clear, this is why analysts do NOT get Tesla.
We've all heard Craig talk before, but I've not heard such a statement before (link to SMRs video)
How on earth could he possibly believe this statement? I get that he might be a shill and all, but this has to be the single worst statement I've heard an analyst say about Tesla in recent memory.
My statement: Toyota is tech lagging in every single way to Tesla; all parts of the vehicle and that gap widens every day.
We've all heard Craig talk before, but I've not heard such a statement before (link to SMRs video)
How on earth could he possibly believe this statement? I get that he might be a shill and all, but this has to be the single worst statement I've heard an analyst say about Tesla in recent memory.
My statement: Toyota is tech lagging in every single way to Tesla; all parts of the vehicle and that gap widens every day.
thesmokingman
Active Member
Yea the house rules... this game is rigged but...
...but one is allowed to do as many victory laps as one wants!
Marc_K_inNJ
Member
Mine didn’t move back to June. I am still at the new date of Aug - Sep….Just wanted to give an update to this. I just checked again and the estimated delivery date has moved back to the original estimate of "June 2022". I wonder if they have that Giga Austin production ramping very smoothly now.
Artful Dodger
"Neko no me"
Artful Dodger
"Neko no me"
Setting aside the battery tech Tesla is producing in-house. And the Alien Dreadnaught factory efficiency. If you assumed there were no production advantage.
Tesla still has a massive pile of supply contracts which are worth billions and increase in value every day. Massive battery contracts with CATL, Panasonic, & LG; massive nickel, and lithium contracts, etc etc. Those agreements alone are worth billions and increasing in value alone.
Someone entering this space today is likely paying 20-50% more to get a similar arrangement to what Tesla has. Many of these businesses are building massive expansions to accommodate Tesla. I’m sure the game plan is to let the massive Tesla orders pay with low margins for the facility and baseline capacity and reap massive profits on the additional capacity. That margin boosting additional capacity is what Toyota & Stellantis will be buying.
GM is incompetent in most other ways, but they at least have managed to secure 150 GWH of capacity from LG. Toyota?
I can almost understand an analyst not grocking Tesla’s technology advantage. A business analyst not seeing the value in these agreements is either incompetent or disingenuous.
Artful Dodger
"Neko no me"
Remind us, does your order include FSD? This seems quite relevant for margins. Across the board price increases likely helped balance demand to supply as well.
Don‘t forget the 20k$ CarbonCeramicBrakes on the Plaid - I‘m sure they are gold-plated or something
BrownOuttaSpec
Active Member
No FSD.
Model Y, Long Range, 5 seat, Blue Exterior, White Interior, 19" rims and tow hitch.
Edit: I updated my signature too
That way I dont need to clutter up this thread.
Last edited:
Artful Dodger
"Neko no me"
Do you mean the TSLA bottom in 2019? That was on June 3. By the end of 2019, TSLA was back up over 100% from it's YTD bottom: (this chart is "Pre-Split" prices)
Cheers!
Following chart shows earlier 2019 share prices:
Artful Dodger
"Neko no me"
"Wall St. Analysts can remain irrational longer than you can remain submerged"
-- Archimedes
/s
ThisStockGood
Still cruising my Model S 70 2015
Somebody is up for a surprise I guess...
I guess the Shanghai shutdown has WS spooked. Ironically the lost production will likely impact Q2, not Q1.
The Accountant
Active Member
During that interview, I found the disclosure information interesting.
As a Market Maker on Tesla shares, I noticed that the conflict statement disclosed that Roth "buys and sells from customers on a principal basis".
I found it odd that they buy and sell FROM customers and not FOR customers.
Anyhow, as a Market Maker, should they really be providing price targets and buy/sell ratings on that stock?
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