EVNow
Well-Known Member
Looks like another bloodbath today. Problem is there are so many analysts who can downgrade at will.
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I would not bet on that. Indeed, for a new entrant is it THEIR first generation, but I wouldn't put the battery and powertrain at 1-2 generations behind at this point. Especially with the historical work that Mercedes and Tesla have done together (not only on then current drivetrain but roadmap drivetrain development.
That comes out to 357Wh/mile. Terrible.
So to clarify, just before Tesla announces two consecutive quarters of profits and positive cash flow, record production and deliveries, and one of the top-10 bestselling cars in the United States, you expect the stock price to go substantially below $282?
We will have the best buying opportunity of all time. I kind of do want to hear that.
You guys don't get it. Stock price aka PE ratio is pure emotion. Tesla can be better than ever and trade at 200... where is the fair value? Only God knows
humbaba
sleeping until $7000
well... it hit the $290 price point, so I've got more $TSLA. Now to see if it can hit the $280 where I've got a (slightly) larger order. If this keeps up I'll be crying for want of dry powder. I *really* didn't expect the plunge today. Just taking advantage of it (at least, as much as I can).
So, the EPA rating will be about 250 miles? I can't see many MB owners going for that. I'm a little confused by their NEDC consumption not matching up to their range. 22.2 kwH/100km from an 80 kWh pack should only yield about 361 km by my math.
I have a couple issues with that:
- Why are they still using the NEDC range estimate when they are required to report WLTP now?
- They say 22.2kWh per 100 km, and an 80kWh battery. That means a NEDC range of 360 km, but yet they say it will be greater than 450 km? Um, how?
Causalien
Prime 8 ball Oracle
Not sure. My 8 ball was only seeing a -3% drop. So we are way past that. 7 day RSI is close to 20 though. Currently 21 at $288.33. So it is getting there.
And yet, that is just slightly worse than a Model X? As usually, I think it's a bit of a lowball
I know how you feel and most of us have gone through this...but don't sell because of fear. If you don't think tsla potential justifies the stock price then that is a different story but if you want to sell because of the drop from 355 to 290 then it is the wrong reason. Market manipulators make money with these swings and they prey on people's fears.
Tsla will be at least 30B revenue, about 20% - 25% gross margin, and profitable next year. With 50% growth year over year for the next 5 years the price/revenue multiple should be at least 2-3 which is 60B - 90B market cap.
Ummm, how?
I'm looking at the spec sheet and I'm impressed. It seems to have better performance (5.1s vs 5.2s 0-60), range (>450km vs 381km), and efficiency than the Model X 75D. What am I missing?
larmor
Active Member
clearly someone forgot to tell Mercedes Benz that they can't make money from electric cars. So current Tesla valuation is now baking in Mercedes Benz' potential non profit cash burning electric car.
30b revenue with 22.5%% revenue is far from realistic in 2019 buddy ... Maybe 23b with 20%
I didn't say "substantially".
The points you mention are the points EVERYONE is expecting. If they meet it, that's all they get. It would have to be something significantly BETTER to really push us up higher in the near term.
I don't make the news, I just interpret it, create my thesis and act on it. Question? Have I been wrong-once?
Model X 75D is 417km range NEDC, which would seem to indicate the efficiency is about the same. But, the 22.2kWh/100km seems way out of line.
I think its clear that MB knew the EXACT specs they needed to beat. Its pretty easy when you are the second entry into the field, just copy #1, and beat their specs by 1 or 2%.
Of course, the people who like lots of switches will be happy, I see plenty of them on the EQC dash.
EVNow
Well-Known Member
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