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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Markets were expecting a red wave but didn't get it. Let's see if the floor holds.
Yep, that's the catalyst for the down market this morning.
Rob seemed to be at loss for words. Very careful with his China comments. He didn't have the 88K number though. He was concerned about China retail sales given the price cuts and Tesla's new incentives.And of course on a day when market is down
New Tesla & Chill blanket in the Tesla shop. Q4 revenue secured.
Artful Dodger
"Neko no me"
Yup. But its the latter. The Banksters call themselves 'smart' to deflect investigation of their insider trading. Somebody's tapping the borker's trading book, and using the insider info to buy puts. $EC do ur job.
2daMoon
Mostly Harmless
"Sometimes it's good to remember what we have invested in" - Tesla Economist
An upbeat reminder might be helpful to focus upon while suffering through the current lows. Lee takes us through the laundry list.
Agreed, hopefully this 88k number eases his concerns a little bit.
Personally i believe PE is important for wallstreet, so for the period between 2013 and 2019 it was hard for wallstreet to properly put a valuation on Tesla as they weren't profitable yet. Right now i think as long as Tesla lives up to the earnings targets i believe to be realistic, then there's a cap to how far down wallstreet will let Tesla's PE fall. Right now tesla keeps falling both as market sentiment is bad, but also because analysts believe tesla's growth in 2023 to be minimal. When Tesla beats earnings expectations by more than a factor of 2 (5,73 - 4 = 1,73. 8-4 = 4. 4/1,73= 131%), then wallstreet will be forced to adjust their valuation thereafter. If tesla earnings grows by 80-100% in 2023, i really can't see how wallstreet can keep the stock below 30 PE. The only reason tesla is priced this way now is because wallstreets earnings expectations for 2023 are absurdly low.
Who knows though. I might be about to learn a valuable lesson! I just hope if my thesis is wrong it will be because i couldn't calculate the EPS accurately and not because wallstreet will let tesla get below 30 PE with a 80-100% eps growth.
Deliveries are lower than expected but production is at an ATH. I think we're just going to have to get used to Tesla's P&D numbers having a wider gap every quarter than we've been used to as they "end the wave".
On the plus side, this should save Tesla expedite fees which should keep operating costs low.
Have we not learned not to say ANYTHING!!!
Downvoted for speaking the unmentionables out loud!
Artful Dodger
"Neko no me"
Prolly worth a review of the transcript. I think you'll find Elon said "I see a potential path with Tesla worth more than Apple and Saudi Aramco combined".
But we know what you mean...
Cheers!
JRP3
Hyperactive Member
Markets are providing a different red wave now.
That number does not change the China retail sales.
2daMoon
Mostly Harmless
Brian offers further perspective, reflecting on similarities of Tesla in 2019 and what is happening fundamental-wise currently.
More reason and logic to bolster spirits as we wait for wind to fill the sails and carry TSLA through the Doldrums.
More reason and logic to bolster spirits as we wait for wind to fill the sails and carry TSLA through the Doldrums.
MartinAustin
Active Member
Any time the media trumpet "Tesla growth rate falls below Elon's promised 50%" we should remind them it probably wasn't a promise and more importantly, EM talked about an average growth rate of 50%. So far since his original guidance, Tesla has exceeded 50%. But it's perfectly OK to grow at 47% and still comply with EM's guidance.
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