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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
We will see how this chart looks at the end of the year. Energy continues to grow at a rapid pace? Awesome. My point is, looking at Tesla now, it is a car company.
I thought this happened already. Another round? 22K work in Austin before layoffs. When all is said and done the layoffs will company-wide will be closer to 20% or 25%. Tesla will definitely be leaner.
Holy *sugar*! You gotta be rich as hell right now. Long from 2019-21 and then short? Why aren't you out enjoying your riches?No offense, but I know what's being said. Not just a car company etc etc. I was an investor back in 2019-2021, now I'm shorting the stock. I'm looking at actions, not words.
Cars - no serious volume increase in sight due to no new models being launched. Competition (especially in China) seriously ramping up. But without a serious software component, there's no 450B business in 2024.
Charging network - valuable, but a commodity. Slowing EV adoption slows down revenue growth from supercharging, even without any competition. Essentially you can model their supercharging revenue growth rate by taking new EV sales and applying a correction factor. Someone can probably work it out quite reliably, but it's very low margins since the barier of entry is so low.
Western EV company selling in China - how is that not factored into the price through their sales? Arguably the biggest benefit Tesla is getting out of China is the ability to compete on manufacturing costs with the local manufacturers.
But yes, agree to disagree!
I think Tesla Energy margins should increase a bit, but hard to see much revenue growth the rest of this year. There will be some from deferred revenue, but Lathrop hasn't expanded 2nd line yet. That means no additional production capacity until 2nd half of this year at minimum, and no increased revenue until 2025 at minimum from it. And Shanghai is now expected to open in Q1 2025, equates to no meaningful revenue from it through most of 2025.
So modeling up to 5 GwH per quarter this year, moving up to 10 toward end of 2025 is sounding more reasonable.
M3 Performance just went live basically everywhere.
Drumheller
Active Member
The Canada version says 460hp. Is that normal to have 2 different HP/performance?
I am inherently optimistic, despite all that experience. In a way, because of it. In the worst situations (more than three civil wars during my tenor in odd places, and still can imagine most humans actually want to be better than they appear on the surface. Exacerbating optimism is that superficiality that effectively destroy understanding....
You should know by now, at your mature age, people suck. This thread is a mini version of how the human race moves through its existence. Despite a few bright spots, we are a disgusting species.
Humans seem always to have been like that, or at least Plato and Homer seemed t have thought so.
I still hold on to hope that at least here we can be our better selves.
No doubt, under relentless attacks even Mr. Musk succumbs to less than ideal displays of pique.
My question is whether all this increasing FUD can actually derail objective fact. MY side is not doing well, that I admit.
And Clean Vehicle Credit eligible!
Which makes it cheaper than LR AWD.
Slightly more than Performance Y
Wait... how many times did Gene say "Pressure Point", like about 8 times?
Is he under pressure or something?
<Right now I do not have an opinion on the Board's proposal to leave Delaware and reincorporate into Texas, because I don't understand the ramifications. Is there anyone who knows more about this topic?>
Texas is pretty lightly regulated- could being incorporated there help them launch Robo (relative to other states)?
Texas is pretty lightly regulated- could being incorporated there help them launch Robo (relative to other states)?
Buckminster
Well-Known Member
The Delaware Chancery Court reorganization effectively destroyed their advantage. OTOH, betting on a new State without an established record and with a distinctly negative attitude towards Tesla from the rarely meeting Texas legislature. That move is done without anything offered from Texas to ameliorate business conduct, specifically sales. That seems odd. Leaving Delaware is simply part of the continuing corporate flight. With a legislature intellectually dominated by auto dealers, is that a wise bet?
Didn't someone mention recently that if this was the news today, the stock would dump?
No comment, just observing.
2daMoon
Mostly Harmless
It isn't naive to think that anyone would try. "Try" being the operative word. Certainly some would try to do this for any of a number of reasons.
It may be somewhat naive to think that any significant affect on the SP (influencing the market) would result, but that wouldn't be the goal. The goal would be to shake shares from weak hands so fewer synthetic shares are needed to support a campaign of shorting a stock. This a short-term play that doesn't require any significant stock price moves, only daily nudges in one direction or the other.
Having access to any actual shares will always be better than not. And, what is the cost to fund trolling campaigns across a variety of platforms to inspire fear, uncertainty, and doubt in a few of those persons managing an investment?
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