Can't help it. Did you drink the Kool-Aid I sent you?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Can't help it. Did you drink the Kool-Aid I sent you?
I think the 3 is a stylish and even beautiful car. Sorry, but just not sure what you were expecting.
If people remember, there was some similar negative reactions at the unveiling of the model 3. It took risks with the inside and front end of the vehicle that not everyone was happy about. I think those choices have more than paid off as evidenced by the universally excellent reviews. I own the 3 and I was very surprised at how much prettier it looks in person. My best guess is that the Y will receive a similar acceptance ultimately. Time will tell.
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Smokey4141
Banned
Fair enough.. Thank you for that...
I'm still not sure what the advantage is to paying $2500 now is, other than to say you did...
It's not like once these are built, Telsa won't sell you a car if you didn't pony up $2500 now, but on the point we're discussing, you make a fair point..
Yer tellin' me! Only 6 vehicles starting production or revealed in the last 7 years!
Slackers.
Right, just like Kodak fixated on film and never yo-yo about it.
You know another company that is yo-yo all the time? Microsoft, I have long lost count the number of products that they offered and killed in the past ten years. Luckily I kept my shares.
On the other hand Google stand by its decision to back Nest without yo-yo, for years. Until recently they finally decided to admit defeat and begin kick out the management, after wasting billions of dollars and missed the boom years of smart home market.
⚡️ELECTROMAN⚡️
Village Idiot
Looks like it's bottomed out. I guess I'll just use this as buying opportunity. I'm getting tired of watching the stock go up and down without being able to swing trade very easily. Does anyone have a suggestion for a brokerage firm if I want to try my hand at TSLA day-trading?
I agree with you, except I'm not frustrated about the stock move. I just added more shares this morning. No margin, no speculation. Still accumulating cash to add more shares down the road.
Does that allow TSLA to book the $2,500 order processing fee in the quarter it is received?
Gives you a place in line. Whereas with the 3, it was a general spot, this one sets your priority for a specific version. With the improved distribution, it may not be done west to east coast either.
davecolene0606
Member
I would say "shocking that they put this guy up" But, it is CNBC. So sad that anybody counts on them for anything near accurate or useful info.
On a lighter note, multiple deliveries of M3 SR+ here in South FL along with steep rise in deliveries within the last week or so trending up, all models!
and, cross training product specialists for delivery specialist positions.
Fire Away!
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Offset by the deposits line in liabilities. So cash goes up , but bottom line stays the same.
I'm not over the moon about the Y's design but it's good enough and there's so much that's compelling about the specs. Safety, range, practicality and affordability will make this rule the market. Fall 2020 feels a little late. Luckily there's no real competition available yet so that doesn't matter.
Seeing it in motion it's maybe not beautiful but it certainly has presence. With all the blacked out details and broad hips it looks butch in a good way. Most importantly it's unmistakingly a Tesla.
Ps. It made buy more stock.
Seeing it in motion it's maybe not beautiful but it certainly has presence. With all the blacked out details and broad hips it looks butch in a good way. Most importantly it's unmistakingly a Tesla.
Ps. It made buy more stock.
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Doggydogworld
Active Member
voip-ninja
Give me some sugar baby
You are the one insisting I'm being disingenuous so you'd have to elaborate a bit further, or, maybe you're just rude. I'm not being "disingenuous", I'm pointing out that Tesla has enormous market cap compared to peers and it is based not on sales/profits today but hoped for profits tomorrow.
Just as we can "bank on" future Tesla growth we can also "bank on" companies like BMW/GM fighting as hard as they can to hang onto their market share.
Kodak, which someone else brought up, is a terrible example IMO. Kodak refused to take digital seriously enough and they were destroyed in about a decade. ICE will still make up the overwhelming majority of new vehicle purchases 10 years from now and more and more ICE automakers have committed to going 100% electric over time even if they do it by way of a hybrid strategy.
⚡️ELECTROMAN⚡️
Village Idiot
I'm thinking It looks so much like the 3 they should have just made this instead.
What would it take to make it mandatory for media to display/quote the Tipranks (or other rating service) score of every analyst they interview or refer to?
Rhetorical question, never mind.
Anyone on this forum or any analyst that bases Tesla's value on other auto makers should not be taken even remotely seriously. I pretty much shut that noise out because they either chose not to or can't understand the basic concept that stock price/market cap is based mostly on growth and future growth prospects. GM, BMW, VW, etc...it doesn't matter what auto maker you pick.....what is the current growth rate? What is it projected to be 2 years out? 5 years? 10 years? They're valued based on the fact that they little to no growth, no future growth prospects(their growing EV sales will only replace their current ICE sales.....at lower margin) and they are predominately focused on specific areas of the auto market. GM is focusing on SUV/Trucks.....not sedans. BMW is focusing mainly on sedans and SUVs....not trucks. By 2021, Tesla will be in the market for sedan, SUVs, pickup trucks, super cars, and Semi trucks and their market is the EV market which will continually expand for the next 15-20 years before market saturation while ICE market will(and already has) started it's long downward decline.
Having said all that.....it's pretty obvious that Wall St is not going to value Tesla correctly for probably most of 2019. We've had great news for the company over the past 2 weeks and the stock has gone down. I don't think the FUD and the narrative of no demand actually has any affect on who's buying/selling. It's not that hard to do your own research to know that the lack of demand narrative makes no sense and that there is very obvious evidence that points to the opposite. I think most of Wall St knows that they can continue that narrative and play the volatility back and forth for the next year. Since apparently no big investors want to step in and buy massive amounts of shares, Wall St is all too happy to continue the price action of the past year.
2020 becomes a year where the revenue and it's growth rate will be too impossible to ignore. We'll be ending 2019 at a annual run rate of 35-38 Billion which will grow another 50-75% over the course of 2020 thanks to the increased Giga 3 output of Model 3, volume deliveries of Model Y in 2nd half of 2020 as well some(likely small) revenue from Semi and Roadster 2.0. 2021 will be another year of 50% growth thanks to a full year of Model Y production as well as some pickup production.
Right now the only wild card that I can see that would break the hold that Wall St has on the valuation of Tesla is TE. I really...…...really hope Elon is serious that 2019 will be the year that TE gets the spotlight and attention it deserves. If they give TE the amount of focus on production and margin expansion that the Model 3 got, it would crush the Wall St narrative that Tesla should be valued as a auto maker. Tesla guided for 2-2.5X revenue for TE for 2019. Elon said he thought they could do 3X revenue for 2019. If they could push that to 4X revenue which would be 6-7 billion annual revenue rate for TE by the end of 2019 and give guidance that TE will double revenue for 2020 to a annual revenue rate of 12-14 billion....that would be a game changer.
Having said all that.....it's pretty obvious that Wall St is not going to value Tesla correctly for probably most of 2019. We've had great news for the company over the past 2 weeks and the stock has gone down. I don't think the FUD and the narrative of no demand actually has any affect on who's buying/selling. It's not that hard to do your own research to know that the lack of demand narrative makes no sense and that there is very obvious evidence that points to the opposite. I think most of Wall St knows that they can continue that narrative and play the volatility back and forth for the next year. Since apparently no big investors want to step in and buy massive amounts of shares, Wall St is all too happy to continue the price action of the past year.
2020 becomes a year where the revenue and it's growth rate will be too impossible to ignore. We'll be ending 2019 at a annual run rate of 35-38 Billion which will grow another 50-75% over the course of 2020 thanks to the increased Giga 3 output of Model 3, volume deliveries of Model Y in 2nd half of 2020 as well some(likely small) revenue from Semi and Roadster 2.0. 2021 will be another year of 50% growth thanks to a full year of Model Y production as well as some pickup production.
Right now the only wild card that I can see that would break the hold that Wall St has on the valuation of Tesla is TE. I really...…...really hope Elon is serious that 2019 will be the year that TE gets the spotlight and attention it deserves. If they give TE the amount of focus on production and margin expansion that the Model 3 got, it would crush the Wall St narrative that Tesla should be valued as a auto maker. Tesla guided for 2-2.5X revenue for TE for 2019. Elon said he thought they could do 3X revenue for 2019. If they could push that to 4X revenue which would be 6-7 billion annual revenue rate for TE by the end of 2019 and give guidance that TE will double revenue for 2020 to a annual revenue rate of 12-14 billion....that would be a game changer.
ZachF
Active Member
Current declining wedge is about to intersect TSLA's long term uptrend channel:
SP movement going just as I mentioned.
This stock is so predictable regarding what announcements do to the SP. As much as I want the SP to soar, I’ve been able to make some good money trading in the short term.
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