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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I predict TSLA will be valued somewhere between $40 and $500 over the next few months. Ok Morgan Stanley, can I collect my 500k salary now?
Also, that journalist's first article on the case went into detail about where Musk could stick his submarine.
On the topic of that journalist: Is it just me, or are there all kinds of very interesting and competent women in the USA popping up lately?
Jonas probably has been reading this forum and realized TSLA will join S&P index next year.
For long term, I think he understands the huge potential. He understood it a few years ago. This kind of things you either get it, or never get it. Nobody forget how to ride a bicycle. I don't know what kind of game he is playing. I just keep saving cash and keep adding shares on my own schedule.
I talked to a truck driver, he said his company ordered a Cybertruck. Saving gasoline alone is huge for them. They couldn't wait.
I bet after they try the truck, they will order more and not move back to gasoline trucks. Their peers will all switch.
Jonas said 62 of their institutional clients looked at the Cybertruck, zero percent said it will be a success. This shows the quality of their clients. Seriously.
I'm honestly expecting most cars to move to that design in the mid-term future. People will whine about design, but a majority would take the exact same car (feature/function wise) at a 30% discount if it meant dealing with an "ugly" design.
Alphacrux
Member
How come analysts can get away with such wide limits without giving some kind of probability distribution curve? $10 to $500? Jeez!
My boss wouldn't be happy if I told him that I could complete my work sometime between January 1st and Dec. 31st of next year..
So AJ has a price of 250 with a bear case of 10 and a bull case of 500. So he values TSLA at 250 +- 100%. How does anyone take this clown seriously?
The Tesla Model 3 owner's manual explicitly states that one should not change wheels or any thing else that involves jacking up the car, while charging it.
I get it. However, I believe these v1,v2,v3 will have 25 year warranty. Remember Elon talking about support trail pain for every color change?
Is it really worth it to sell 1,000 v3 roofs, move on to v4 and then having to manufacture v3 shingles 20 years later when some accident causes damage to one?
JRP3
Hyperactive Member
It's a shame to be called as a Analyst. But Ws. doesn't care.
On the other side, he is completly lost how to properly value Tesla and that's a good sign.
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Store an X amount of V3 with the assumption of Y procent of roofs will develop problems that require tile replacement. Make Y big enough to cover unexpected instances. If V3 very unexpectedly runs out, replace entire roof with V4 as necessary. Done.
I think the goal was stated to install 1000 V3 Solarglass roof in December, V4 won't be coming until late 2020 or 2021 at best. For warranty, Tesla can just replace V3 with V4 just like how they are dealing with broken early motor.
JRP3
Hyperactive Member
Survey shows most people are now open to the idea to buy EVs. "Used Model 3" as a google search term has been rising steadily.
EV adoption rate will rise sharply in the next few years, mainly because of 4 reasons: being aware how great EVs are, FSD features, lowered cost, more convenient charging. Another factor is peer influence. If nobody among 20 friends bought EVs, then they are likely to continue to buy ICEs. If 3 of the 20 bought EVs and telling others EVs are great, suddenly everyone thinks it's doable.
Cybertruck is so much more compelling than gasoline trucks including cost, by the time Tesla reaches stable production, I think demand will reach 30% of truck market. By then Cybertruck alone should add $50B to Tesla's market cap, not counting profit from selling FSD features. If FSD works (99%), Cybertruck could add $150B to market cap.
It's great Jonas didn't change price target. Hopfully shorts will stay short. I don't want shorts switch to long before inclusion into index.
Yes, the acceptance at low volumes in the ST is worth its weight in gold over the long term. If Tesla has 10m rooves installed in 10 years, even if they had to replace all 1k V3 rooves it would still only be a 0.1% failure rate of the portfolio.
People will need convincing to spend 70k on a roof, seeing it in person and hearing about successful installs will kick start the process.
How dare you forget the hover text! /s
So glad Kate over in R&D pushed for using the AlgoMaxAnalyzer to look into this. Hiring her was a great decisio- waaaait.I think I know how they'll be selected.
The other two are still lost on the infinite plane of uniform density.
Live HV cables, roll away damage, fan and AC activation, energized drive units. What's not to be wary of?
Tesla May Pop 50% If China, Cybertrucks Succeed, Analyst Says
Can't say i dislike this headline, even though Adam Jonas is pretty much a clown.
Can't say i dislike this headline, even though Adam Jonas is pretty much a clown.
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