dhanson865
Well-Known Member
oh yea the genius of paying someone at the end to say "you can't deny that competition is coming".
Well lady, I do deny that. I say you either don't know what you are talking about or you are paid to lie.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Well lady, I do deny that. I say you either don't know what you are talking about or you are paid to lie.
Artful Dodger
"Neko no me"
Because Model 3 is physically to big for much of Europe and Asia. Model 2 has a huge TAM.
MartinAustin
Active Member
I like the idea, but, many Europeans, Chinese, Indians and probably Africans want a small car that can fit down narrow streets and into small car park spaces
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Just THIS ONE TIME I am going to let yet another dumb numerology post off untouched, because that was really funny!10-1 or 20-1 ? Why such boring ratios?
I suggest Tesla should do a 420 to 69 split
Just imagine the scrambling of investors + market participants to acquire extra shares to round up their holdings to a multiple of 69, so that they can get the appropriate multiple of 420 instead of cash for fractional shares.
StealthP3D
Well-Known Member
Brenda brought up an interesting consideration w/ regard to TSLA going forward:
Apparently, the competition is coming.
I don't think we should take that too lightly:
StealthP3D
Well-Known Member
You're right. If Tesla wants to get above 50-60% automotive market share they can't leave that market segment for the competition to fill. Of course, realistically, that is the least profitable segment of the market so Tesla probably shouldn't address that until they can't continue to expand sales in more profitable segments.
Must be some kind of mistake but adding 80 stalls cost only 1.3M according to the permits? If this is true then it's game over.
dhanson865
Well-Known Member
value of construction doesn't include value of equipment I'd say.
The new stalls are in pre-poured concrete molds and get trucked in and dropped into place with a winch/crane type method.
So I'm assuming "construction" doesn't include anything above ground (it'll be trenching conduit* and leveling and paving but not electrical wiring or cabinets). And then a separate crew will come in to place the electrical components and the actual charging stalls.
* conduit being counted as below ground even though it sticks above the ground level when the ground is sealed.
The long-term strategist might find it appropriate to sacrifice some short-term profitability for the sake of establishing beachheads in such markets. India, Brazil and Indonesia are the first three that come to mind as having a large enough car-owning base for that potentially to make sense.
Some people really just love punishment I guess.
As a non native speaker, something is lost in translation here:
Is he Teslaq?
Is he bragging to be wrong?
Who's the fish?
I think he's as confused as I am...
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Artful Dodger
"Neko no me"
♫ One of these things is not like the others ♫
Tesla Debt metrics vs other automakers.2022-04-23
Credit Rating Agencies consider all other Auto majors as "investment grade" except Ford, who they rate the same as Tesla. Embarassing for both industries.
#S&P #Moody's #Credit
RobStark
Well-Known Member
ThisStockGood
Owner of Model S 70 2015-2024, Model 3 SR 2024-
Might not be the largest surprise to people on this board, but demand in Europe seems to climb. The cheapest Model 3 (aero rims, white) is set for delivery May '23 (delivery in Denmark). More than a year.
Cheapest Model Y September '22.
Cheapest Model Y September '22.
ZachF
Active Member
Amazon reports earnings this week.
I think there is a high probability of a large miss and reduction in guidance, and like Netflix a lot of people will realize this company is closer to the top of its S curve rather than the bottom. As we have seen recently with Netflix and Facebook the market can be brutal with this type of news.
AWS also just recently bought ~$10 billion worth of launches for its Kuiper project (Starlink copy) choosing basically everybody but SpaceX, paying a giant premium for it. (Note:Starlink will probably pay ~$2b for the equivalent amount of launches….)
Rivian stock was the source for ~1/3rd of Amazon’s entire earnings last year, and that company has lost ~70% of its value since then. If it looks like they will lose money don’t be surprised if they do a “kitchen sink” quarter and dump a bunch of charges into Q1.
Operating income has been declining at Amazon every quarter since Q1, and YoY revenue growth minus inflation declining as well.
I’m not necessarily saying this is something that will happen, but it’s a probability I think the market is underestimating. Don’t be surprised next week if Amazon dumps 20%+ in a single day and takes Tesla down 3-4% with it.
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ZachF
Active Member
ESG scores are just as phoney too, in case you’re wondering.
Just another BS racket by ratings agencies with no skin in the game.
This author completely missed the dripping sarcasm in Brett Winton's tweet.
I'm shocked, and expect so much better from these talented journalists who dedicate their lives to recording the truth.
2daMoon
Mostly Harmless
SMR offers a concise version of the Welt interview, hitting all the high points and editing out the ums and ahs, with little commentary.
So thats the FUDs latest angle, a death wish Elon? *sugar* *cubed* how can we stop promoting that angle. This is no longer funny.
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