No, but it's the perception of the health of the company does effect SP. It's the false perception (I hope) that needs to be corrected. How the company can best do it is above my pay grade.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
No, but it's the perception of the health of the company does effect SP. It's the false perception (I hope) that needs to be corrected. How the company can best do it is above my pay grade.
Very nice indeed, but couldn't see it in the comments section, did they delete it (or maybe I'm just blind, as my wife says, deaf too, apparently)?
And around 35kms from my place. Worth noting that the Superchargers at this place are hidden way behind the back of the hotel, which is a cheap price Novotel, plus in the middle of an industrial area. So if someone wanted to do some monkey-business... I have no idea if there are any CCTV cameras there, will be interesting if some footage emerges.
Fact Checking
Well-Known Member
Fresh GF1 production information from Carsonight:
Disqus - Tesla's China website overwhelmed after pre-orders opened for locally-made Model 3
"I do want to emphasize that GF1 production is up to 1000+ Model 3 batteries per day, but that's on perfect days when everything is optimal. I really have no idea what's happening in Fremont beyond what I read, but I did learn today that Tesla at GF1 is hiring again and that all production employees are working mandatory overtime.'
To me this suggests that Fremont can now probably utilize the ~1,000/day Model 3 battery packs output of GF1.
AFAIK Tesla has no meaningful storage capacity at Fremont to store battery packs, so GF1 production is closely tracking Fremont production.
Disqus - Tesla's China website overwhelmed after pre-orders opened for locally-made Model 3
"I do want to emphasize that GF1 production is up to 1000+ Model 3 batteries per day, but that's on perfect days when everything is optimal. I really have no idea what's happening in Fremont beyond what I read, but I did learn today that Tesla at GF1 is hiring again and that all production employees are working mandatory overtime.'
To me this suggests that Fremont can now probably utilize the ~1,000/day Model 3 battery packs output of GF1.
AFAIK Tesla has no meaningful storage capacity at Fremont to store battery packs, so GF1 production is closely tracking Fremont production.
AP2 is Model S/X, AP2.5 is Model 3. Only hardware difference is the interior view camera on the Model 3 (with an eye toward supporting use on TN).
Model S/X now bundles AP2 with FSD Computer (since March), and Model 3 is AP2.5 with FSD Computer (since April). Saves Tesla $$ vs. nVidia computer, and runs the current production NN just fine.
Model S/X can be AP1, AP2, AP2.5 and AP3.
Model 3 can be AP2.5 and AP3.
FSD Computer is included in AP3.
AP2 and AP2.5 can be upgraded to AP3 eventually by changing the computer by the FSD computer (but AP2 will keep it's lower color definition cameras).
The main difference between AP2 and AP2.5 is the quality of cameras and the internal bus. I believe there is something different in the radar, but cannot remember now.
The main difference between AP2 / AP2.5 and AP3 is the FSD computer.
Pras
Member
..
hard to say. A lot of ships loaded so not sure where the cars are. Could be same as April.
tschmidty
Member
HG Wells
Martian Embassy
To: Boss Short
Boss, I just checked for Tesla model 3 inventory cars in the US and found only 3 !
This looks bad for us but I think I can turn it around.
Headline: Shortsville Times
Only 3 Model 3's in US Inventory. Has Tesla stopped making them ?
Your Partner in Crime
Chief Editor
Shortsville Times
Boss, I just checked for Tesla model 3 inventory cars in the US and found only 3 !
This looks bad for us but I think I can turn it around.
Headline: Shortsville Times
Only 3 Model 3's in US Inventory. Has Tesla stopped making them ?
Your Partner in Crime
Chief Editor
Shortsville Times
My reading:
Street thinks that Tesla cannot make 90k guidance for Q3, and 350-400k for the year. Tired of hearing lofty goals that is missed. They strongly believe there is no demand for that many and Tesla cannot produce anyway.
But the real reason for the bearishness is, they are disappointed that if profits are questionable after even making 90k cars, then then business is perhaps fundamentally unprofitable, not withstanding Musks pronouncements of 25% per car profits? This concern has now deepened.
Street has ignored Robo-Taxis as there is a not a single expert in the whole industry that thinks this is feasible even in a decade, let alone in one year. In fact the Robo-Taxis has severely dented Musks credibility in the eyes off WS. Some think he is delusional. Others think he is trying to con them with the next big shiny object behind the curtain. If there had been no ‘Investor day’, SP would be in the low 200.
Bulls have not put forth any credible arguments to quell these concerns, except counting ships and registration numbers in NL and Norway.
Street thinks that Tesla cannot make 90k guidance for Q3, and 350-400k for the year. Tired of hearing lofty goals that is missed. They strongly believe there is no demand for that many and Tesla cannot produce anyway.
But the real reason for the bearishness is, they are disappointed that if profits are questionable after even making 90k cars, then then business is perhaps fundamentally unprofitable, not withstanding Musks pronouncements of 25% per car profits? This concern has now deepened.
Street has ignored Robo-Taxis as there is a not a single expert in the whole industry that thinks this is feasible even in a decade, let alone in one year. In fact the Robo-Taxis has severely dented Musks credibility in the eyes off WS. Some think he is delusional. Others think he is trying to con them with the next big shiny object behind the curtain. If there had been no ‘Investor day’, SP would be in the low 200.
Bulls have not put forth any credible arguments to quell these concerns, except counting ships and registration numbers in NL and Norway.
The market does not ignore anything. It does just interpret information accurately taking into account all investor's demand and offering of Shares.
Currently, the market thinks that Tesla is only worth 185$ per share taking into account all information available as of today. This does not mean that this price is fair, but it is the most accurate measure of Tesla's current valuation. There is a risk of default which the market does currently interpret to be significant. Further, there is a risk that Tesla might never be profitable, and the market does also take into account this probability.
Taking everything together including the risk of a general market crash, the valuation of 185$ is accurate and the most accurate measure today.
Currently, the market thinks that Tesla is only worth 185$ per share taking into account all information available as of today. This does not mean that this price is fair, but it is the most accurate measure of Tesla's current valuation. There is a risk of default which the market does currently interpret to be significant. Further, there is a risk that Tesla might never be profitable, and the market does also take into account this probability.
Taking everything together including the risk of a general market crash, the valuation of 185$ is accurate and the most accurate measure today.
The market ignore information all the time. At least the market ignore correct information. You think short sellers at this price point is working with credible info? From elon's margin call nonsense to teslaq in 10 months...
New hit piece from Bernstein analyst: Bernstein says Tesla won't be bought: 'We struggle to see it being sold as a going concern'
Highlights:
- Tesla no longer has genuinely differentiated tech.
- Gigafactory is probably not essential
- The brand still has value, albeit one that is declining fast.
- The Supercharger network also has some value.
- We struggle to see it being sold as a going concern
We really are at peak FUD.
Highlights:
- Tesla no longer has genuinely differentiated tech.
- Gigafactory is probably not essential
- The brand still has value, albeit one that is declining fast.
- The Supercharger network also has some value.
- We struggle to see it being sold as a going concern
We really are at peak FUD.
Market does never IGNORE information. Every information that is publicly availabie is interpreted accordingly. This does of course not mean that stock prices cannot be manipulated in the short-term. However, in the long-run, stock prices cannot be manipulated.
Further, if a stock decreases despite of good news, ask yourself: There might be other reasons for the stock to decline like the general market environment.
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