It's really a shame that the stock price and company progress don't match. I feel bad for my brother-in-law who bought in at $200 years ago and it has gone back down to $247, when the company is so much more value today than back then.....
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
bdy0627
Active Member
That's going to take a LOT of battery and production capacity. They've struggled just to get to where we are now (6,000?). Just for 3 and Y, at 1,700,000 per year exit rate, that's 32,000/week. I don't see how they exit 2020 at that rate. That's just too optimistic. At the low end of 1,000,000, that's 19,000/week. That seems at least doable with China ramping up well past 3,000/week. I personally would project the 3 at 10-12,000/week and Y at perhaps 3-5,000 per week max at the end of 2020. Y could even just be starting to ramp at that point.
Alphacrux
Member
bdy0627
Active Member
I'm noticing call prices are holding pretty stable through this last 5 point dip. I'm specifically looking at July $300 calls. It's not dropping in unison with the stock as it did earlier.
And what about those of us who bought in at $300-$350 years ago. Yeah, it does suck. But I'm sure it will be worth it in the end.
What they showed (I only watched it once), was the ability of the system to recognize people, bicycles, animals, etc. correct, and the system was able to figure out whether or not the car in the next lane which was not driving all that steady was going to veer into the lane. If that can be done for a car going 45 mph (or whatever the speed was), it should be no problem to project the path of a person or bicycle. Deer are a bit harder as I've indicated in other posts. Still, even as it is, the system should be able to avoid more deer than a human driver.
Did he? He said there's merits to raising capital and i interpeted that to mean he is not beating his chest and sticking to his guns about not having to raise capital ever again.
CyberDutchie
Active Member
EVNow
Well-Known Member
I don’t recall the exact quote, but I distinctly remember him talking about the necessity of Tesla getting smart about how they spend money, and that he felt they got to that point.
A $2B equity raise at $200/share would dilute current SP by about $2.67. It would be nice if they just did that instead of watching the SP slide on its own.
How do you figure? Current market cap is ~ $43b, $200 a share would be an 18.7% discount to current SP (200/246). That would value the equity at roughly $35b. Add in the $2b in cash received and the value should theoretically be somewhere around $37b. Seems like it would come out to more than $2.67 per share dilution. Rough math, am I missing something here?
EVNow
Well-Known Member
IV is going up again, as you would expect when the SP falls.
JRP3
Hyperactive Member
Except the original plan was to keep increasing capacity at GF1. This is a change.
I’m thinking about this for a while now. What if Tesla buys out the Battery business from Panasonic? Pay with stock. I just can’t get the numbers if this would make sense or rather distract.
Anstandswauwau
Member
Finally! Just yesterday I've learned that a third of global car sales are RHD cars (or something like that).
This is huge news, @Fact Checking @ggr !!!
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