Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[kanweg]

I thought due to all this discusssion of stop signs I'd give us all a break with Norwegian sales data.
Unfortunately there seems to be no sales of Tesla this January, which of course is not unusual.
But the crazy thing this month is there were sold 175 gasoline cars of all types out of a total sale of 7957 cars. That is almost as much as the number of Porsche Taycans sold this January which was 181.
So yes there were more high-end Porsche EVs sold than all the gasoline cars this month. That does show what can happen to ICE sales in other countries I guess in a few years.

Well, I’ll give an update for the Netherlands where hydrogen is clearly gaining traction. The Toyota Mirai outsold the Tesla model 3 (bestselling BEV in Europe) 3 to 1 (This was easy to calculate as these numbers are equal to the number of these vehicles sold).

BEVs in Januari 2831, 9.5% of 29872 Total person vehicles sold.

 

[ZeApelido]

Limited FSD rollout to Canada beginning this month.

https://twitter.com/x/status/1488616492329484296

 

[pz1975]

Limited FSD rollout to Canada beginning this month.

https://twitter.com/x/status/1488616492329484296

I wonder what the different "road rules" he is referring to are. Maybe because we aren't allowed to drive while holding a loaded firearm in one hand?

 

[ZeApelido]

I wonder what the different "road rules" he is referring to. Maybe because we aren't allowed to drive while holding a loaded firearm in one hand?

Moose Right of Way

 

[MountainRatMat]

I thought due to all this discusssion of stop signs I'd give us all a break with Norwegian sales data.
Unfortunately there seems to be no sales of Tesla this January, which of course is not unusual.
But the crazy thing this month is there were sold 175 gasoline cars of all types out of a total sale of 7957 cars. That is almost as much as the number of Porsche Taycans sold this January which was 181.
So yes there were more high-end Porsche EVs sold than all the gasoline cars this month. That does show what can happen to ICE sales in other countries I guess in a few years.

Gordon will be sure to point out that Norwegian sales data showed "no sales of Tesla this January" and thus Tesla is going to be a poor investment.

 

[MountainRatMat]

Is there a consensus yet on when Berlin & Austin will be officially "open"?

Didn't Tesla say on the earnings call that Austin would be shipping cars this quarter? I think Berlin is at the mercy of the regulators at this point.

 

[Lessmog]

Well, I’ll give an update for the Netherlands where hydrogen is clearly gaining traction. The Toyota Mirai outsold the Tesla model 3 (bestselling BEV in Europe) 3 to 1 (This was easy to calculate as these numbers are equal to the number of these vehicles sold).

BEVs in Januari 2831, 9.5% of 29872 Total person vehicles sold.

So, hydrogen is ballooning in NL?

 

[StarFoxisDown!]

Too funny to not post (my last post on GM's earnings)

https://twitter.com/x/status/1488627363193622530

 

[ZeApelido]

Too funny to not post (my last post on GM's earnings)

https://twitter.com/x/status/1488627363193622530

I extrapolated for when GM will be the leaders.

 

[MP3Mike]

I extrapolated for when GM will be the leaders.

View attachment 763462

So they are just going to give up, buy Teslas, re-badge them, and sell them as a GM product?

 

[inconel]

Buy Teslas yes, but GM can't resell them if they want to have negative market share.

 

[Tyler34]

I extrapolated for when GM will be the leaders.

View attachment 763462

You did it Mary, you led.

 

[Paul_SF]

I don’t know man, everything is so bizarre that it makes you wonder what the hell they have planned or what’s the end game.

This lies and completely weird behavior can’t be that they are that stupid. They definitely know what they are doing.

Or maybe a pure case of Hanlon’s Razor?

 

[Dancing Lemur]

I wonder what the different "road rules" he is referring to. Maybe because we aren't allowed to drive while holding a loaded firearm in one hand?

Inside cam has to differentiate between can of beer and can of maple syrup.

*Possibly only Quebec

 

[MXWing]

You did it Mary, you led.

Only according to Lord Voldemort *
* aka the name that cannot be spoken

GM is trash, ignoring them in the context of the current market. What AMD, GOOG, AAPL is proving is that the bears can GTFO. Some companies are worth their price and more.

The name of that company cannot also be spoken, by the person who 's name that cannot be spoken.

 

[Drumheller]

I don’t know man, everything is so bizarre that it makes you wonder what the hell they have planned or what’s the end game.

This lies and completely weird behavior can’t be that they are that stupid. They definitely know what they are doing.

Or maybe a pure case of Hanlon’s Razor?

Of course they know what they are doing. So does Voldemort.

Lies are all they have left to try and slow / stop people from going to Tesla

 

[dhanson865]

You might be disappointed then because on the earnings call, Tesla made it seem like they're going blend the production of Fremont and Austin Y's together with the same specs (with the Austin Y using the 4680 cells/structural pack which means overall less cells needed). So there would be no way of knowing if you have a Fremont or Austin made Y at the point of delivery.....and I'm sure if you tried to decline the delivery over it being a Fremont made Y, they'll cancel your order and make you pay the new/higher sale price.

I was thinking they were going to announce a Austin specific Model Y like a Plaid version or extra range version but seems not. Seems like a missed opportunity on their part but oh well

As long as you can inspect the car before taking delivery all you need is the VIN to know. For that matter you would know before you drive to the delivery center and could just reconfirm the VIN when you get there.

California VINs and Texas VINs will be easy to tell apart. The only way it'd be confusing is if one states factory started using both types of batteries.

 

[kbM3]

I thought an interesting tidbit from the call was the 0.25M CT production plans.

By next year, Tesla will be at a 2-3M / year run rate, so CT will only provide ~ !0% growth even if it fully ramps, which is only 20% of the growth they need in 2023.

They also talked about debating features vs cost.

i wonder if this indicates CT will be much more expensive?

 

[Discoducky]

Of course they know what they are doing. So does Voldemort.

Lies are all they have left to try and slow / stop people from going to Tesla

/on soapbox

I think it is simply pumping the stock. I hope I am wrong and they actually compete with a new product, but I highly doubt it. They'll go down in flames before admitting to anyone anywhere that they have no idea how to make an EV that can compete with Tesla.

/off soapbox

 

[FrankSG]

Funny to think of even this ridiculous $10.1 2022 EPS estimate from the street. If SP stays flat, that's a PE of 92. At our conservative EPS estimate around $16.5, that's a PE of 56. Same as Walmart......who is showing a staggering 3% y-o-y growth.

At some point, earnings will matter.

Did I just say that on a Tesla fan forum? Times have changed!

Those EPS numbers are non-GAAP, whereas P/E ratio is usually based off of GAAP numbers. Therefore, Tesla's actual EPS in those scenarios will be slightly higher than your 92 and 56.