Whats GM's growth rate and projected growth rate over the next 5 years? 10 years? Yeah you can go ahead and stop listing GM as a comparison as to how Tesla should be valued.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Whats GM's growth rate and projected growth rate over the next 5 years? 10 years? Yeah you can go ahead and stop listing GM as a comparison as to how Tesla should be valued.
voip-ninja
Give me some sugar baby
It depends on what % of their revenue is coming from auto vs their power products. If over 80% of revenue is in automotive I would say that yes they are a car company, just like Canon is a camera company even though they sell software, medical equipment and other things.
We (TSLA shareholders?) should do nothing.
They already filed a class-action lawsuit against Tesla, who settled.
Tesla agrees to settle class action over Autopilot billed as 'safer' | Reuters
voip-ninja
Give me some sugar baby
So what should Tesla's market cap be? $100B? $300B? Future growth potential only matters if the company has demonstrated they can reliably execute.
Tony Sacconaghi of Bernstein maintains $325 TSLA price target, while explaining that the market is reacting to concerns about current demand.
He would prefer to see more emphasis by Tesla on long-term growth rather than near-term profitability. Meaning he would like to see the company raising funds to accelerate growth.
CNBC - this morning: Market nervous over Tesla Model 3 demand, says expert
He would prefer to see more emphasis by Tesla on long-term growth rather than near-term profitability. Meaning he would like to see the company raising funds to accelerate growth.
CNBC - this morning: Market nervous over Tesla Model 3 demand, says expert
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On a 5-10 year time horizon i definitely agree. Speed of technological progress isn't actually a function of time, it is a function of human effort, which is generally highly correlated to amount of investment.
However on a shorter timescale you meet non monetary bottlenecks and lead times from third parties which are out of your control no matter how much cash you have.
Ummmmmmm doubling your revenue year after year for many years in a row is the very definition of executing. Lets throw in margin expansion as well. Executed pretty damn well
If someone has not already replied to this. Check at 14 minutes for the truck to see the full size spare location.
Rivian R1S, R1T Electric SUV & Truck Featured In Fully Charged: Video
Guess you didn't see the memos that 75% of M3 are parts used by M3. Nor the one about low drag coefficients being important for EV range.
Sorry, you misread my question. I do know the truck has a space for the spare. It is the SUV that I need to know if it holds a spare.
Will be curious to see how that changes over the next two years.
New GF3 video (no drone). The ever-growing bamboo scaffoldings on the northwest side become visible around 1:30. The road running alongside the site to the west is closed at the northwest corner to help facilitate the constant stream of construction traffic through the road on the northwest side. If I'm reading my locales correctly.
Smokey4141
Banned
It's not ~arbitrary~... It's what that sentence actually says... I'm not just making it up...
We can agree on that, right?
But believe whatever you want... You win.. I give... Not worth it..
voip-ninja
Give me some sugar baby
My recollection could be wrong but I remember BMW bringing an unprecedented % of parts assembly in house in order to both improve margins and speed of execution.
Today they have the highest profit margins in the business even though they were seen as taking unnecessary risks 10-15 years ago.
jhm
Well-Known Member
I think we should avoid using the word "cannibalize" here. It would be silly, for example, to say that the LR version cannibalizes the SR version. The Model Y is simply an upsell from a comparable Model 3. Tesla will capture an additional $4k or so of revenue whenever a customer chooses a Y over the 3.
Plenty of other car companies do a ‘cash grab’ before production - Supercars are a prime example
SebastianR
Active Member
BMW 3 series sales started to slide after the announcement of the Model 3. Enough to annoy BMW into producing these fine pieces of art:
Remember? I do think Tesla wants to do something similar with the Model Y now. And by completing the order process people are more committed than the $1000 reservation the Model 3 had. Also, say you are torn between a Model 3 or a Model Y, or Model Y and Model X - now you can decide. All options are on the table. I think this move will a) destroy ICE demand and b) convince a few fence-sitters...
JRP3
Hyperactive Member
Surprised you completely missed the point. If 375-400 miles of range were in any way practical to achieve at this point in time Tesla would do it. Anyone paying any attention to the state of battery technologies knows that is not currently possible, so it's a completely unrealistic expectation.
Fact Checking
Well-Known Member
Nah, public corporations are allowed to under-promise and over-deliver - under Jobs Apple was doing that every single year.
It's the over-promise and under-deliver that gets them into trouble - but most of that is allowed if it's just standard puffery.
(With the exception of Tesla, of course, who have a separate enforcement division allocated to them, and a separate set of rules.
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