Just remember to double down and tell them you had to walk uphill in the snow to get to a post office to mail a letter to buy the stock. Then walk back uphill to home, in the rain. Without shoes.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I know everyone here is aware of Rob's channel, but this is a good reminder. Go watch it, it will be good for you.
Also, maybe I missed it but I didn't realize that Tesla was proactively sending out these orientation session dates.
Also, maybe I missed it but I didn't realize that Tesla was proactively sending out these orientation session dates.
Everyone is saying this is Tesla insurance, I'm not so sure. I think it's an affiliated deal with a local insurance company working out the incentive.
Looks white to me. But I'm colorblind.trust me, I have a blue
There will be a massive shareholder suit about this..mark my words.
Keep in mind Reno perhaps only supplies batteries for 1% of the worldwide vehicle market and more importantly this 20+ batteries will need to source the raw materials needed to ramp to their full capacity.
It is no accident Elon is talking about getting into mining.
We will have a saturated EV market when ICE sales are less than 5% of new vehicles, That might be as early as 2028, but 2030-2035 seems more likely.
The other reason I am confident about Tesla demand is work on the the up coming compact model. I don't think any other carmaker will be able to match the combination of specs, price and margins. This platform will be a group of high selling models.
The specs and margin of the Cybertruck and Semi will also be hard to match.
In the case of Cybertruck, i understand why some of buying a Ford or a Rivian, especially when a CT can't be purchased. And in part that is why I predict a steep drop in ICE market share at some stage, an average EV is often a better product than a good ICE.
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He's just alienating super left leaning early adopters. And I get it, you really have to be super progressive to drop 6 figures on a car with zero charging network, barely any service centers, unproven ability for company to stay alive, and having multi year wait. There are not too many folks in this category and I see people here supported him can't even fathom at the thought that Elon is voting Republican.
Drumheller
Active Member
ElectricIAC
Good-Natured Rascal
In one of the other threads, someone (as well as I) made the point that the progressive left pushed Elon away by hissing and clawing rather than listen and try to ease concerns.
People tend to respond to kindness and Elon is no exception. Shoulda used the honey when you had that vinegar on hand because alienation goes both ways.
Haha, and proves that Musk is selling more Teslas than ever to people you may or may not agree with?
I mean...Tesla is on the cusp of delivering almost as many cars in a Q than all of 2020...after buying twitter, after fighting with democrats, and after offering a horse to a non-existent flight attendant!
In order for the SP to fall down to $100 by the end of Q4 of this year, we would need a PE of 25 to 28 or so, depending on where final Q4 revenues come in at.
Is that possible? In this market, certainly. I don't think its very likely our PE falls from 63 to 28 in a few months, but if the market environment gets much worse very fast I suppose it could happen.
As to what's going on with the TSLA price, yeah it seems out of whack to me. Macro pressures are pushing us down for sure, but the persistent downward pressures on TSLA do seem exaggerated even when compared to macro movements. I can only guess Elon's tweets and Twitter dealings are hurting TSLA, even though they shouldn't have any direct bearing on it.
What you see as "Alienating large parts of your global addressable market", I see as fighting back against a political party that is acting against Tesla interest by: a. inserted anti-Tesla person into regulatory agency; b. dismissed Tesla as the EV leader repeatedly; c. tried to handout unfair subsidies to Tesla's competitors. It's entirely logical to argue what he's doing is actually in Tesla's best interest.
No one was complaining when he slept on the factory floor ...
If 10% of OG TSLA Hate me and 10% of TSLAQ love me, .....
Semi/ CT will sell well
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It is clear Tesla will be alone just a few years ahead, if their genius AI developers keep up their current progress.
As I may have opined before, completed FSD will be another game-changer that no competitor will have unless they license the technology from Tesla. Such licensing will enhance Tesla's profits and cement Tesla's reputation as the leader in the automotive industry. Future projections that ignore this second great disruption are highly likely to be erroneous.
Giga Texas approved and built in record time(record time to US standards) while California forced Tesla to shut down during Covid and kept them shut down even though they were part of what was deemed as critical infrastructure. <--- real reason why Elon went red. California almost killed Tesla because it was not some cash printing machine that can sit idle with unlimited time. Can you imagine if it was shut down as long as Disneyland?
Nolimits
Member
Can’t wait till tomorrow for people to settle down……
⚡️ELECTROMAN⚡️
Village Idiot
Apparently Technokings can do whatever they want.
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ElectricIAC
Good-Natured Rascal
ElectricIAC
Good-Natured Rascal
I keep saying he needs to pack up NUMMI and bring it all to Texas. No more half measures!
Knightshade
Well-Known Member
I assume the title remarks are a joke, because they don't change his fiduciary duties-- and he's also a board member at both companies (allegedly the only one at Twitter now, having fired all other board members) so that role ALSO has a bunch of similar fiduciary responsibilities as being an officer of the company.
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