Except market cap being part of his compensation benchmark
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
jhm
Well-Known Member
Also as the streets fill up with yet another Model 3 (yawn), discriminating Tesla buyers will want to stand out with Model S or X. Roadster 2 can't come soon enough.
jhm
Well-Known Member
True, but I was thinking about Musk accumulating shares before he gets his compensation shares.
Plot-twist: elon does not try to get market cap based compensation but accumulates shares instead to get rich when market cap naturally follows business success. Him appearing to be dependent on market cap incentivizes oil companies to use their subsidy tax dollars to suppress stock price, playing into his hands.
anthonyj
Stonks
It's time to panic about Tesla's flatlining revenue
It's time to panic Tesloons. Written by a loser who sits in front of a computer all day and types up articles. Elron is toast.
It's time to panic Tesloons. Written by a loser who sits in front of a computer all day and types up articles. Elron is toast.
They will certainly try. If numbers are really good or at least beat consensus and Outlook for future production and revenue and maybe profit is strong then the shorts will just be burning cash, but they will have to keep at it no matter how crazy it is.
EVNow
Well-Known Member
I've no idea what is behind the recent run up. If it is based on long term view, ER shouldn't matter. If it is purely a speculative ER buy - based on ER headlines the price can move dramatically - like in Q2.
JRP3
Hyperactive Member
True, but that only works where there are lots of empty apartments to rent and there is real competition in the apartment rental business.
EVNow
Well-Known Member
Even people like me holding long term calls lost a lot of money this year. This tends to happen when the SP goes down by 50%.
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Here is what happened in the last 11 quarters.
Note that consistently when the SP goes down after ER, it hits the lowest point within 2 or 3 days. But when it goes higher, it takes a week or two to reach the highest. In the below chart I only look at 12 business days after the ER.
The issues with workplace charging are:
1. If you don't have as many charging stalls as there are vehicles that want to charge, then you have to have a system where people move their car after charging. In many jobs, you can't just up and leave at the drop of a hat.
2. Some workplaces (I don't know how many) charge you many times what it costs at home to charge. In my case it was $0.61/kWh vs $0.072/kWh. Of course, even if it was free I wouldn't have used it due to #1.
3. In most cases anyone with any Tesla doesn't need a daytime charge. A few have very long commutes or very bad weather commutes.
Certainly for short range EVs and those with difficult commutes, workplace charging is a real boon, but it's not currently a solution for most.
I want to find out who delivers his pizzas so I can steal a box!
What does the donee do with your donated shares?
It's time indeed for someone to panic when Tesla is days away from opening a new factory that they built in 9 months.
With Chinese capital.
In the world's largest car market.
With a growing backlog of orders.
With a new model coming soon that is the world's most popular car type.
With a new model revealing soon that is Ford's most popular vehicle type.
With Tesla Energy ramping up as blackouts hit Tesla's largest regional market.
With self-driving competitors scaling back as Tesla scales up self-driving hardware and software.
With Tesla acquiring advanced technology to produce their own battery cells.
Before announcing plans to increase cell production by TWO ORDERS OF MAGNITUDE.
I do expect Tesla's revenue curve to flatten eventually.
But not horizontally.
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StealthP3D
Well-Known Member
StealthP3D
Well-Known Member
On an annualized basis, Tesla's revenue growth rate has been increasing:
5-year average annual revenue growth rate: 60.5%
3-year average annual revenue growth rate: 74.4%
1-year average annual revenue growth rate: 82.3%
Not only has Tesla's annual revenue growth rate been increasing, but it's also been accelerating. But the above article doesn't tell you that. Even if Tesla only matches expectations of 6.3 billion Q3 and only matches that in Q4, 2019 revenue will be $23.4 billion vs. $21.4 in 2018, which would be faster growth than any of the major automakers. But I expect Q4 revenue to outshine Q3 and with G3 ramping into volume production next year the growth rate will continue to accelerate.
Not only is it cherry-picking quarters after one of Tesla's fastest growth spurts ever, but it's also cherry-picking the metric (revenue). Remember how the bear focus used to be on unit production when Tesla was selling a lot of high margin models (not revenue). Now that they have successfully ramped production to around a 400,000 annual run rate and are ready to come on-line with hundreds of thousands more out of Shanghai, and are strongly cash flow positive with shrinking losses and imminent profitability, they shift the focus to revenue growth. Whatever happened to the focus on profitability or unit sales? Maybe they are afraid Tesla will announce almost break-even or a small profit!
This is an alarmist article that cherry-picks quarters to make the false claim that Tesla's growth is flat.
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dc_h
Active Member
I’ll probably regret this, but for starlink I believe the pizza box is a ground station. There’ll be no terrestrial network.
RobStark
Well-Known Member
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