RobDickinson
Active Member
If I knew what eps was I'd be impressed.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
By me it's mostly Arby's for some reason so that's an upgrade. I think. lol
Panera isn't much better.
Well Arby’s did buy Sonic, so maybe they are harmonizing… they closed a bunch a locations after the go private, could have been simply a location consolidation.
Artful Dodger
"Neko no me"
Tesla China beats another record with 70,847 sales in December 2021, delivers over 484K for the year from Giga Shanghai (including exports):
Moneyball on Twitter: "Tesla MIC Dec Wholesale: 70,847 Retail: 70,602 Export: 245. (CPCA) https://t.co/oQKfXtRWoq" / Twitter
And in 2022 we'll double that 484K easily, with the 2nd Model Y GA line already up & running, and the 2nd Model 3 GA line due in April.
That puts 1.0M deliveries in play for Giga Shanghai in 2022 if the run-rate reaches 1.2M/yr shortly after the 2nd Model 3 line comes online.
Ya' know dey want to...
Cheers!
Moneyball on Twitter: "Tesla MIC Dec Wholesale: 70,847 Retail: 70,602 Export: 245. (CPCA) https://t.co/oQKfXtRWoq" / Twitter
And in 2022 we'll double that 484K easily, with the 2nd Model Y GA line already up & running, and the 2nd Model 3 GA line due in April.
That puts 1.0M deliveries in play for Giga Shanghai in 2022 if the run-rate reaches 1.2M/yr shortly after the 2nd Model 3 line comes online.
Ya' know dey want to...
Cheers!
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thesmokingman
Active Member
Lmao, GJ the man the myth replied to that tweet.Tesla China beats another record with 70,847 sales in December 2021, delivers over 484K for the year from Giga Shanghai (including exports):
Moneyball on Twitter: "Tesla MIC Dec Wholesale: 70,847 Retail: 70,602 Export: 245. (CPCA) https://t.co/oQKfXtRWoq" / Twitter
And in 2022 we'll double that easily, with the 2nd Model Y GA line already running, and the 2nd Model 3 GA line due in April.
That looks like 1.0M deliveries is in play for Giga Shanghai, if the run-rate reaches 1.2M/yr shortly after the 2nd Model 3 line comes online.
Ya' know dey want to...
Cheers!
The Accountant
Active Member
Homer Changes his 2022 Price Target
I mentioned my Non-GAAP EPS above at $14.15. My GAAP EPS is now at $12.87.
Financial sites like Market Watch, Yahoo Finance, etc use GAAP EPS (not Non-GAAP)
I mentioned my Non-GAAP EPS above at $14.15. My GAAP EPS is now at $12.87.
Financial sites like Market Watch, Yahoo Finance, etc use GAAP EPS (not Non-GAAP)
Have you tried holding a tablet in front of your car's cameras to see if it can parse the FSD posts and make a determination on the progress?
Staying on topic, nice to see TSLA up today, seems to be tracking ~1x the Nasdaq (edit: was, but falling now) but lagging all the other EV's?
I don't post often as I don't really have anything of value to add, but shoutout to @Artful Dodger, @The Accountant, @StealthP3D, @jbcarioca and even @tivoboy and many others for their consistent updates, spreadsheets and, views on matters at hand. This place is a nickel mine of information, and I can't believe how much information and insight is disseminated for free (or a small donation to keep the lights on) I also appreciate the regular cleaning by the mods. This is an incredibly hard thread to manage, but I don't often find spills lasting too long in the aisles.
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I'd rather the market just keep going down if all that TSLA is going to do is be capped this easily for max pain. Days like today really go to show just how much this stock is pushed around by options.
Newcomers to this forum must get so confused.
Buckminster
Well-Known Member
Is this how the Roadster SpaceX edition will park?
https://video.dailymail.co.uk/previ...2208793954/636x382_MP4_722328672208793954.mp4
https://video.dailymail.co.uk/previ...2208793954/636x382_MP4_722328672208793954.mp4
As I look at these likely price targets and my bank account, how am I going to prevent myself from being more lazy in the future?
Tesla soliciting public comment in opposition to the CPUC proposal:
I was surprised that Tesla was notably silent in a massive solar market. Pleased to see this arrive in my inbox from the (not a) PR team.
The 'Contact' link in the email is returning a 504 error unfortunately
Everything you need to know about California's plan to slash solar incentives
Want to go solar, or already have rooftop panels? Here's how proposed changes would affect you.
www.latimes.com
Here is a link to send a message to Gov Newsom, please do. I intend to be at the protest Thur!
The sun belongs to everyone, not the utilities.
.@GavinNewsom: The CPUC's solar proposal is too extreme. The sun belongs to everyone, not the utilities. #KeepSolarGrowing and #SaveSolar.
solarrights.org
This is a huge deal and everyone should voice their opinion as it can destroy the solar market in CA and elsewhere.
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Personally, I try to stay calm while traveling and have found some Uber drivers to be agitated while driving (a continuous state of fight or flight?) and they communicate that stress to me (a bit too aggressive driving and stress pheromones maybe). So I can‘t help thinking there will be a number of people that will adopt early to avoid this even if they aren’t normally ’early adopters.’
Full disclosure: I am bullish on robotaxi’s (but I thought this point a pertinent one to temper Ferragu’s position).
Tesla at present sells in the four largest global auto markets and has factories open(ing) in three of them. They sell in Japan (third) but probably will not build there any time soon.
India (5th) has been discussed here and is near to selling and probably some form of factory (most likely a CKD of the design coming from China). After all the biggest seller in India is Maruti Suzuki, that is Suzuki design and partly supplied from outside India.
Brazil (6th) was planned in 2015 and Model 3 reservations were taken at launch. I still have one of those.
Were the actual market be considered it would be Mercosur, since most OEMs have factories in Brazil, some have in Argentina, but all serve the whole fo Mercosur from one of those. They are a single automotive market. The Brazil, Argentina, Chile and Uruguay car sales in 2020 were 3,018, 342, which makes the market slightly larger than Germany, hence the 4th largest automotive market.
Lest we ignore the actual market, in 2020 three Mercosur nations of Brazil, Argentina and Chile sold 430,626 vehicles of typical ASP of US$80,000 or above, although the typical US ASP for the same vehicles is around US$50,000.
When we're thinking of next steps for Tesla we should realize that every existing country is far from saturated, even California. Then the markets globally are all barely covered. Even Norway has a huge installed base of ICE that need to be replaced.
For cars and for TE the prospects are amazing. It would be well for us to realize that the faster other BEVs arrive, the more the market will grow. In short we should hope the Tesla market share declines quickly, for that means the addressable market is increasing.
Thus, in Brazil right now there are BEV's from Audi, BMW, BYD, Citroën, Chery, Fiat,JAC,Jaguar, Mercedes, Mini, Peugeot, Porsche, Renault and Volvo. I've probably missed some. Sales are small but BEV sales in 2021 rose 77%. 2022 will grow much more, because these are beginning to move perceptions.
All we need is Tesla to build Mercosur wide Superchargers to drive adoption far more quickly. FWIW, I ddi not list the array of commercial vehicles that is rapidly entering the market. Nor did I mention anything about the rapid growth of utility level wind,solar and battery storage. Nor the phenomenal growth of residential photovoltaics.
This is not specific market advocacy. It is a reminder that we are always understating the prospects of growth. How bullish can one be? Never quite enough!
India (5th) has been discussed here and is near to selling and probably some form of factory (most likely a CKD of the design coming from China). After all the biggest seller in India is Maruti Suzuki, that is Suzuki design and partly supplied from outside India.
Brazil (6th) was planned in 2015 and Model 3 reservations were taken at launch. I still have one of those.
Were the actual market be considered it would be Mercosur, since most OEMs have factories in Brazil, some have in Argentina, but all serve the whole fo Mercosur from one of those. They are a single automotive market. The Brazil, Argentina, Chile and Uruguay car sales in 2020 were 3,018, 342, which makes the market slightly larger than Germany, hence the 4th largest automotive market.
Lest we ignore the actual market, in 2020 three Mercosur nations of Brazil, Argentina and Chile sold 430,626 vehicles of typical ASP of US$80,000 or above, although the typical US ASP for the same vehicles is around US$50,000.
When we're thinking of next steps for Tesla we should realize that every existing country is far from saturated, even California. Then the markets globally are all barely covered. Even Norway has a huge installed base of ICE that need to be replaced.
For cars and for TE the prospects are amazing. It would be well for us to realize that the faster other BEVs arrive, the more the market will grow. In short we should hope the Tesla market share declines quickly, for that means the addressable market is increasing.
Thus, in Brazil right now there are BEV's from Audi, BMW, BYD, Citroën, Chery, Fiat,JAC,Jaguar, Mercedes, Mini, Peugeot, Porsche, Renault and Volvo. I've probably missed some. Sales are small but BEV sales in 2021 rose 77%. 2022 will grow much more, because these are beginning to move perceptions.
All we need is Tesla to build Mercosur wide Superchargers to drive adoption far more quickly. FWIW, I ddi not list the array of commercial vehicles that is rapidly entering the market. Nor did I mention anything about the rapid growth of utility level wind,solar and battery storage. Nor the phenomenal growth of residential photovoltaics.
This is not specific market advocacy. It is a reminder that we are always understating the prospects of growth. How bullish can one be? Never quite enough!
No more OT than the rest of this discussion, but in fact, my nearest SC is located between a Panera Bread, Whole Foods market, and an REI store (expensive outdoor gear co-op). Do they plan these well or what?
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