There are a lot of comments about production but little to address the reports of falling Chinese demand. If Tesla end Q4 with 60K- 70K inventory there will more pain to follow...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
It's a nice ship... I plan on buying more chairs...but thanks for your "concern".
The twitter mess pollutes tesla stock, regretfully.
the stock is reaching what I calculate to be
discounted future liquidation value. That means
very cheap.
if we are heading back into a recession, staying
highly liquid is great insurance. A buyback to
support the stock at this point is not
prudent In my view.
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Consequently, if Tesla sells every single car in China and demand is proven to be strong....there will be more pain to follow.
I’m pretty bearish on the next 6 weeks but I still think it would take the macros taking another big leg lower and a new low 5-10% lower than the last one for TSLA to get into the territory of 140/share.I hate to say it, but given how strongly TSLA keeps wanting to dive lower and lower, even on positive macro days, I honestly think we could see a share price close to Chicken's $140 before we get Q4 earnings. It just seems like nothing positive registers for TSLA yet everything negative hits really hard, the downward pressure is excessive.
PE of 40 by January anybody?
There is a valuation out there, hard as it may seem, where investors view TSLA as too cheap to ignore. Even with Elon’s antics. We’ll find out where that valuation is in the next 6 weeks
I predict 200 close! Buy those lottery tickets now! 195 Cs will pay you 100x!
Channeling my inner @talkingmule.
Fear he has thrown in the towel.
Hope all is well, Mule! All the best!
Channeling my inner @talkingmule.
Fear he has thrown in the towel.
Hope all is well, Mule! All the best!
You made my point for me. Sorry if you took my reference to Magna as a slur, it was not meant that way. And I'm fully aware of Fisker's history, but thanks for bringing it up as many may not be.You do not need to denigrate Magna to understand Fisker. Magna Steyr is the manufacturer and is an auto contract builder for many companies, just look at the list:
magna-steyr
Fisker is another story:
He has had some cars he designed that became successful, more or less:
Henrik Fisker: The Man Behind the 2010 Fisker Karma
Unusual for the CEO of a car company, Fisker isn’t a financial guy or an engineer but a designer.www.caranddriver.com
BMW Z8, Aston Martin DB9, Aston Martin V8 Vantage, Fisker Karma, Galpin-Fisker Mustang Rocket, VLF Force 1 V10, VLF Destino V8, Fisker EMotion, Fisker Ocean, and Fisker Orbit.
They have all been small volume and all, in my opinion, valued form over substance.
He did have a role in design of the Tesla Model S but:
Elon Musk Revives Tesla’s Old Spat With EV Rival Henrik Fisker
Musk sued Henrik Fisker, unsuccessfully, for breach of contract early in Tesla’s formative period.www.forbes.com
Simply stated, Fiskers own history shows why his new efforts will not end out successful, just as most of his others have had modest success at best. The BMW Z8 and the Aston Martin's have been the successes.
So, Fisker himself explains it all. Frankly the real question is how he's conned Magna Steyr to build Fiskers. They can build any cars at all, as they've proven, but they do insist on being paid and Fisker is not noted for designing profitable vehicles. Allegedly none of his designs have been profitable. The BMW Z8 was an M5 mechanically, and had under 6,000 ever made. Nevertheless, it was Fisker's sales triumph.
That track record is rather unenviable, but somehow he still can raise enough money to try. Just don't expect anything other than good build quality, if they actually happen at all.
My post was directed at the efforts by MSM to glorify companys like Fisker, Lucid, et al, while either ignoring Tesla's past and future success and/or posting headlines about a "recall" of 2017-2020 models S and X, when in fact it's nothing but a firmware update for ~1,000 vehicles. Just an example of the damning headlines but when you read the articles it's typically "meh"...
6 weeks or 2 weeks?
If they delivery a dozen+ Semis and release specs and provide guidance of 100 Semis for this year and 50K by 2024, SP gets a boost.
(Next week, 3&1/2 trading days might however be bear raid time ...)
How much money would Tesla need to survive a recession? Would they continue investing and building factories even in a recession?
Wouldn't that be the best time to build and invest??
Now you got me thinking I really rather not see a buyback anytime soon.
The NASDAQ could lose another 10%. That means TSLA could lose 20-40%. Buyback at these levels makes no sense and won’t stop the selling. When risk of recession is gone, they can start the buy back.
Did we not witness what covid did to the markets
Right now market is down due to inflation fears ...
Recession - Fed cuts rates - finally markets are happy
we are in an upside down world
I just hope more people lose their jobs and foreclosures start back up, then the market will really take off!Did we not witness what covid did to the markets
Right now market is down due to inflation fears ...
Recession - Fed cuts rates - finally markets are happy
we are in an upside down world
Quantitative Easing at the start of and throughout the pandemic, which led to crazy asset inflation, involved a lot more than just slicing the fed funds rateDid we not witness what covid did to the markets
Right now market is down due to inflation fears ...
Recession - Fed cuts rates - finally markets are happy
we are in an upside down world
i hope not, but that's how market works it seems. Every time there is a layoff, SP get's a boostI just hope more people lose their jobs and foreclosures start back up, then the market will really take off!
of course there is soft landing, mild recession, tipping point and extreme recession .... Fed prints money and lowers rate before the tipping point
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That is literally what the Fed wants to see.I just hope more people lose their jobs and foreclosures start back up, then the market will really take off!
Kinda...US retail sales rose 1.3% in October, the Census Bureau reported Wednesday.
The part I think is sketch is that they are calling it hand-built.
It would make more sense if they were using these to test out some or most of the assembly line while producing them.
StealthP3D
Well-Known Member
If VW could figure out how to market and sell their "farfegnugan", they would! Oh, wait...they already did!I would say almost a certainty
/cloudfront-us-east-2.images.arcpublishing.com/reuters/67XXPXBG2VK53HSBKS7PPHIUJE.jpg)
Volkswagen in talks with pre-IPO investors for battery unit - sources
German carmaker Volkswagen is holding discussions with investors to join its battery division ahead of a possible partial initial public offering (IPO) of the subsidiary, two people familiar with the matter told Reuters.www.reuters.com
There also have been some rumours that they’re planning to IPO Lamborghini. Selling of all the money making parts and brands isn’t a good look imo.
To my eye, it looks like the faction within VW who thinks the most profitable thing to do is to minimize losses over the next several years by winding down the business, has finally won. In my opinion, surrendering is mentally harder than fighting a losing battle, and this is probably their best option from an economic perspective. No one wins when a company ramps up spending and then dramatically implodes.
People calling for buy backs at this point in time should ask themselves if they would start spending down their personal emergency funds when the company they work for is talking about extensive layoffs that may include them.
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