The nerd in me want the phrase to be:
"Pulling on All Poles"
An electric motor has multiple poles which are pulled by magnetic forces. Accurate phrase, but not familiar enough to catch on with the general public.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
The nerd in me want the phrase to be:
"Pulling on All Poles"
An electric motor has multiple poles which are pulled by magnetic forces. Accurate phrase, but not familiar enough to catch on with the general public.
I’ve said it once, and will say it again. GLD. Or SLV. Or even investment grade art. All 0% yield, yet increasing in value.
The value of something is what you can sell it for, not what its yield is. The reason why an asset that never pays dividends has value is because the owner(s) *could* sell that asset. Actually selling it or dispersing the value is not necessary for its value to increase.
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j6Lpi429@3j
Closed
We all know this. What we are arguing about is WHY tesla stock is worth anything. If people wont accept that the value of ANY stock is eventually determined by its future dividend returns, even if thats not going to start for a billion years, then they have no clue whatsoever what they are doing.
Tesla will end up paying dividends. It might even be after musk has died on mars, but it will happen.
Why cant people accept that this is fundamentally and clearly true, even if we do NOT want tesla to prioritize dividends yet. Even apple and microsoft pay dividends.
Explain why GLD or SLV has value when they pay 0% dividends. Even after a billion years.
because the goal of Tesla is to accelerate the transition to sustainable energy. Not to please investors, yet.
Words of HABIT
Active Member
For more useful results, may I suggest you revise dates for five selections starting in Q4 2021 an running to Q4 2022 and define "Volume". My prediction is 5,000 EVs/month by beginning of Q2 2022. First EV out of the gate could be as early as end of Q3 2021.
Anyone who has bought and sold unimproved real estate should understand that. Of course that involves negative carry value because of taxes and opportunity cost. Sure, many valid analogies. The only easy way to extract current yield from a non-dividend paying stock is to engage in securities lending. Hence, more active the volatility tends to be for non-dividend paying stocks.
As with every simplistic explanation, that is not always true.
TSLA is unusual in so many ways that it is easy to dismiss it as a ‘story’ stock, easy to suggest profits derive only from subsidies, and there is minimal intrinsic demand. Those three points are so obviously easy to make that many investors accept them as fact.
As many of us know the truth in TSLA is only obvious if one does a great deal of investigation. Hampering that is the quite unusual business model that makes otherwise competent auto industry analysts miss the essential points;
-direct sales,
-high vertical integration,
- selling ‘fuel’,
- Absence of mandatory periodic service,
- over-the-air updates,
- true continuous product improvement without model years,
-Tesla Energy.
when all those divergences from the norm also pay zero dividends why are we surprised at high volatility driven by short selling.
FWIW, S&P inclusion does not change these facts. After all securities lending is highly lucrative as are options. The industry thrives on volatility.
Those of us who are true longs (buying, holding, eschewing securities lending) must be willing to endure wild swings in price. The value remains solid and growing, in our opinions.
TESLA. It’s the LEAST we can do.
Why are we discussing Dividends? Is it because the SP did not go up as planned?
Once growth phase (many more years) is over, and there is excess $$ in hand, and most of the shares are owned by the Index Funds, Teslas mission will be realized and dividends will be fruitful.
Imagine having bought TSLA in 2013 at < 30$, TSLA growing to 3000$+ and then you are getting say 3$ per year, i.e 10% ROI on your initial investment. I look forward to this day. cheers!!
Once growth phase (many more years) is over, and there is excess $$ in hand, and most of the shares are owned by the Index Funds, Teslas mission will be realized and dividends will be fruitful.
Imagine having bought TSLA in 2013 at < 30$, TSLA growing to 3000$+ and then you are getting say 3$ per year, i.e 10% ROI on your initial investment. I look forward to this day. cheers!!
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Let it Roll, Baby Roll ... (i.e Roll positions to further out prices).
Cut losses and buy time. Live to Fight another day.
e.g. Jun 22 3500 were @ 330$+ ( I sold couple of these), now they are in $150-160$ range. This should be the same whether you choose LEAPS or strikes further out like Oct, Jan.
Those against CC's, likely also against short term lotto Calls.
Short term weeklies are for day trading/speculating. cheers!!
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I don’t think anyone doesn’t think that eventually, TSLA will pay dividends.
The reason for the disagree’s (at least mine), is your insistence that a stock that doesn’t ever have a dividend is “worthless”.
15%-20% of the S&P500 don’t pay dividends.
Dividend investing is wonderful. I personally love it and use it extensively. I think it is the best way to go.
That doesn’t mean that a company that has no plans to pay dividends has zero value. It has the value the market assigns to it.
And if that value increases year over year, it is an appreciating value, wether it pays a dividend or not.
Krugerrand
Meow
No, I’m not. This is my area of knowledge and I’ve been researching a bit on how it could be done.
It is not easier or even necessarily faster to laser cut, bend bulletproof stainless steel from a huge, heavy sheet into a vehicle body and just weld other parts to it than to stamp body panels and assemble the old fashion way.
The laser cutting machineS and bending machinesS/brakes pressES will have to be specially designed/adapted, robotS programmed, new racking designed and developed, new end of arm tooling designed and developed and several other things.
Never mind that the stainless steel is not an ‘off the shelf’ metal produced in large quantities as required for volume vehicle production. This basically means you have to find someone to add to/start a new business to make massive quantities of a new material (or do it themselves - *insert maniacal laugh*).
Never mind that any welding creates burn marks, some of which are highly likely to show on the exterior (ie, door seams) so now instead of painting you have to have some kind of ‘cleaning’ process (sand blasting? polishing?) to be done unless you’re going to leave it (for the OCD among us to complain).
All processes for this vehicle have never been done before. That means trial and error, time and money inefficiencies, mega multiple iterations and so on.
A body panel takes seconds to produce from coil to final piece. I guarantee the main truck panel will take minutes to produce. And they still have to produce the doors, tailgate and other individual parts. Those parts can’t be stamped because the material they’re intending to use is too hard and will wear out/break dies sets. Laser cutting a blank takes A LOT longer than stamping a blank.
Where time can be saved is ‘I think’ on assembly - eventually. But there isn’t enough information available yet to determine that. I’ve got a lot of ‘inside the panels’ questions.
I’m confident in the end they’ll revolutionize the whole process but they are quite literally starting from ‘I have an idea’ and not from ‘Let’s make a few changes to make this process better’.
Mark my words, we’ll be hearing about how hard it was to make CYBRTRCK in a future earnings call.
j6Lpi429@3j
Closed
YET. you are forgetting the word YET.
And yes, there are definitely people on this forum who insist that tesla should never pay dividends and never will. its insane.
j6Lpi429@3j
Closed
You do realize those are physical commodities that are used in electronics, jewellery, and other cases right? They have physical utility. My tesla stock isnt even printed on sheets of paper. its just a database entry.
If gold looked like dirt and had no physical uses at all, then yup, it would be worth sod all.
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