Rollercoasters must go up at some point right?!Welcome to today's roller coaster! Hang on, it's likely going to be a very bumpy ride today!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
You forgot /s at the end of your post
Rock on, Elon Musk. Rock on.
www.marketwatch.com
Elon Muskās $5.7 billion mystery revealed ā he donated Tesla shares to his own charitable foundation
Musk donated more than five million Tesla shares in 2021, but he did not say where the money went.
www.marketwatch.com
Can practically smell the anticipation of hitting those stop losses at 150 hedge funds and shorts. Barring a Fed pivot, not just only a .50 rate increase , itās a foregone conclusion at this point.Welcome to today's roller coaster! Hang on, it's likely going to be a very bumpy ride today!
Dikkie Dik
If gets hard, use hammer
The plot thickens
If true China Demand stories can be put to rest.
If true China Demand stories can be put to rest.
Krugerrand
Meow
Thatās not true and a complete rewrite of history.
Tesla had to rely on solely the PRODUCT to sell itself because
A) only an EV that was compelling in EVERY aspect; range, refueling, CTO, performance, looks/appeal, etcā¦ would sell against the status quo and a preconceived image that EVs were only glorified golf carts
B) there was no money for advertising for many, many, many years
And because the Roadster was a good proof of concept, but more importantly because Model S was off the charts compelling THAT caused Teslaās customers to become the companyās greatest advertising asset for the ensuing years.
Elon didnāt even have much presence on Twitter when this all started. In fact, Teslaās FB account had more presence first. Indeed, every single executive and upper management person had to get on the phone in early 2013 and convince reservationists that they should finish the deal and buy the Model S.
Sure, Elon has a natural flare for promotion that he and everyone else discovered along the way; Roadster to Mars, Not-A-Flamethrower, Teslaquila, short-shorts et al, but if there was no incredible passion for humankind, no blow your mind product, no breathtaking sonic boom and video of boosters landing on a floating barge, Elon and Tesla would have gone the way of Nick and Faraday (and probably Battle soon enough), Trevor and Nikola, the way that Peter and Lucid are headed.
Elon has always had a polarized political image. Youāre just noticing it now because itās no longer as firmly in line with yours.
And thatās the truth.
Hey, that sounds very promising for tesla, much like the lifting of their covid policies.
Lets see that stock go down some more then, shall we?
Following Tesla these days means being dragged into US domestic politics, which at best are uninteresting for me, at worst outright depressing in both sides' constant vilification of each other. Judging from Twitter, Americans these days are either liberal left wokeists or gun loving right wing revolutionaries who want to destroy democracy. If there are any moderate voices out there, I struggle to hear them.
It is sad that Elon Musk has made people base their image of the Tesla brand on their political standing.
I am the first to agree that reality is more important than perception, i.e. that what a company actually does in terms of product quality etc. is most important for its long term brand, but the opposite is also possible. You can build a brand so well that people will believe the products are better than they really are but you can ruin a brand to such an extent that product quality no longer matters. I do not think we are there yet, but Elon Musk has definitely not been a positive force for the Tesla brand lately.
It is sad that Elon Musk has made people base their image of the Tesla brand on their political standing.
I am the first to agree that reality is more important than perception, i.e. that what a company actually does in terms of product quality etc. is most important for its long term brand, but the opposite is also possible. You can build a brand so well that people will believe the products are better than they really are but you can ruin a brand to such an extent that product quality no longer matters. I do not think we are there yet, but Elon Musk has definitely not been a positive force for the Tesla brand lately.
Krugerrand
Meow
The third paragraph; OMG can nobody on this planet resist the urge to interject their dickishness? Make do rather than spills the beans and then manage to suggest quite strongly that Tesla has balance sheet/sales/financial/company issues.
Todd Burch
14-Year Member
Let's put down the facts we know which are clear signs of demand problems with Tesla vehicles:
1. Tesla is expanding the Shanghai factory. This is always done when there are demand concerns.
2. Record November deliveries in China. Clearly this happens when demand drops.
3. Tesla is adding a 3rd shift at Giga Berlin on Dec 16. My schooling teaches me that when demand for a product drops, the best reaction is to add shifts and produce more of those vehicles that are not in demand.
OR we can listen to a guy named Troy make prognostications as if he is Nostradamus himself and everything that comes out of his Tweets is fact.
1. Tesla is expanding the Shanghai factory. This is always done when there are demand concerns.
2. Record November deliveries in China. Clearly this happens when demand drops.
3. Tesla is adding a 3rd shift at Giga Berlin on Dec 16. My schooling teaches me that when demand for a product drops, the best reaction is to add shifts and produce more of those vehicles that are not in demand.
OR we can listen to a guy named Troy make prognostications as if he is Nostradamus himself and everything that comes out of his Tweets is fact.
Krugerrand
Meow
You might want to get out more. Itās a scary world out there in RL.
SebastienBonny
Member
Pin this post please!
All signals are pointing to an expansion of production. Do we really think Tesla wants bigger inventory?
Yes--that adds to my concerns. What if Leo suddenly decides to cash in his chips? He's been a pretty...mercurial investor. And then there's the time machine thingy...Leo assumed Elon was selling the 2 last days because the stock price dropped hard while yesterday the rest of the market closed green. He said the board had fiduciary response to do whatās best for investors so they should have arranged a stock buyback of Elon shares to prevent these unorganic share drops. He bought million of shares in the 400/350/300. He must be down -50% on billions. I am impressed a good night sleep can turn a portfolio around
GS analcyst ā23/24 earnings expectations.
Any idea how one can come up with $4.90 for ā23 and $5.60 for ā24 EPS?
Seems like a steaming lieā¦ā22 will be over $4.90 I believe and Texas and Berlin are just beginning to be efficient/ profitable at scale.
When these numbers are slaughtered will it be a good thing? Surely no one will remember the garbage from now and bad actors
On another note my ā12 P85 hit 10 years a couple of weeks ago, just 103k since Iāve been driving and racing my 3P- mostly for 3 years(hill climbs
) Almost 7 years of auto x in the S(canāt believe I was racing that monster!) still a great car and less than 10% loss in range and charge speed. Just about matches some of the new offerings in range and charge speeds 
Any idea how one can come up with $4.90 for ā23 and $5.60 for ā24 EPS?
Seems like a steaming lieā¦ā22 will be over $4.90 I believe and Texas and Berlin are just beginning to be efficient/ profitable at scale.
When these numbers are slaughtered will it be a good thing? Surely no one will remember the garbage from now and bad actors
On another note my ā12 P85 hit 10 years a couple of weeks ago, just 103k since Iāve been driving and racing my 3P- mostly for 3 years(hill climbs
) Almost 7 years of auto x in the S(canāt believe I was racing that monster!) still a great car and less than 10% loss in range and charge speed. Just about matches some of the new offerings in range and charge speeds
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Coming up on the 155 that a couple months ago I kinda thought we would hit by Christmas. I got lots of laughs on that one and quotes of PE numbers etc. 
But changing our mind on buying now. Might be a mistake but weāll stick with the few long term shares we have and look at it again if it gets into the 70ās.
At the time I said 155 nobody knew how off the rails Elon was and how ghosted the board was. Iām sure when it gets under a hundred someone will send a board member an email and say ādude, have you seen the stock price latelyā.. Maybe theyāll wake upā¦but I doubt it.
You canāt go on a ride like this at Disney.
. If it hits 140 or maybe even 150 then hang on. 
But changing our mind on buying now. Might be a mistake but weāll stick with the few long term shares we have and look at it again if it gets into the 70ās.
At the time I said 155 nobody knew how off the rails Elon was and how ghosted the board was. Iām sure when it gets under a hundred someone will send a board member an email and say ādude, have you seen the stock price latelyā.
. Maybe theyāll wake upā¦but I doubt it. You canāt go on a ride like this at Disney.
. If it hits 140 or maybe even 150 then hang on. It takes a special kind of *ss to gloat when some people on this board are either stressed over the net worth they've lost and/or facing a margin call.Coming up on the 155 that a couple months ago I kinda thought we would hit by Christmas. I got lots of laughs on that one and quotes of PE numbers etc.
But changing our mind on buying now. Might be a mistake but weāll stick with the few long term shares we have and look at it again if it gets into the 70ās.
At the time I said 155 nobody knew how off the rails Elon was and how ghosted the board was. Iām sure when it gets under a hundred someone will send a board member an email and say ādude, have you seen the stock price latelyā.
You canāt go on a ride like this at Disney.
Love that you're repeating your PT of 70. Care to do the math behind that PT of 70? Oh wait, I already did it...and guess what? You don't know what you're talking about
Edit: And please.....you can stop with the Nostradamus thing. There were others here, including myself, that have said 150 is a possibility for a couple quarters now because TSLA has been unable to get out of the falling trend line that it set all the way a year ago. The stock needed a big catalyst to be able to break out of that downtrend. We haven't gotten it and instead of have gotten increased FUD and Elon antics. So of course it's going to keep following the downtrend.
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I'm glad you're being a bit more realistic, but why aim so high? 70 seems a bit rich to me - my buy target is at a more healthy $10.Coming up on the 155 that a couple months ago I kinda thought we would hit by Christmas. I got lots of laughs on that one and quotes of PE numbers etc.
But changing our mind on buying now. Might be a mistake but weāll stick with the few long term shares we have and look at it again if it gets into the 70ās.
At the time I said 155 nobody knew how off the rails Elon was and how ghosted the board was. Iām sure when it gets under a hundred someone will send a board member an email and say ādude, have you seen the stock price latelyā.
You canāt go on a ride like this at Disney.
Your warning for the impending freefall is also very welcome, I cant thank you enough. Please come back here any time you have more valuable insights to add.
Krugerrand
Meow
Ok, so no time frame. Weāre just going to let it blow in the wind for all time until you think thereās enough evidence in 1, 5, 10, years to say, I told you what he said on that platform was going to cause a demand issue.
This is what Iām going to do; another demand share for the non-zero comment and then a second demand share added to the tally in expectation of your future claim, whenever.
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