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Zhelko Dimic
Careful bull
Heck, I don't believe him anymore, and I'm 100%+ TSLA
Thanks. Would be interesting to know if Tesla has this. The only relevant quote I ca see from them is "As a general matter, we do not maintain as much insurance coverage as many other companies do, and in some cases, we do not maintain any at all."
I'm 100% in call options, and I'm in a 'I'll believe it when I see it' mindset myself.
OK, the counterarguments to that are:
(1) You yourself already recognize the degree to which the incumbent automakers have not been doing what they said they would ("just in case they do what they announced this time", as you said).
(2) The market for $35K+ cars is larger than 3.5 million cars. In the US alone it's about 9 million cars. So there's room for VW and Tesla and two more companies producing as much as VW is promising -- in the US alone.
(3) Getting back to counterargument 1, even if VW is serious, do you really think there are *three* serious companies planning to put out 3 million EVs a year in this market segment in 2025? And that's only looking at the US market.
I personally have said that Tesla's greatest competitive advantage is nothing to do with Tesla -- it's all to do with the bad attitude of its would-be competition.
Good discussion...
"If the average lifetime cycle of a car model is 6-8 years, Tesla would have to sustain something close to 500k Model 3s for at least 5 or 6 years to recoup overall costs (and get there as soon as possible)."
Where did this come from? I can't say that it makes much financial sense for any product to only be profitable in the final two years of its lifecycle.
If that is how VW is running their businesses they should just stop making cars now.
Where did this come from? I can't say that it makes much financial sense for any product to only be profitable in the final two years of its lifecycle.
If that is how VW is running their businesses they should just stop making cars now.
ValueAnalyst
Closed
Although I understand everyone’s frustration, as I also am, at this time, I would not expect rational decision making with respect to blocking. Trust me, I’ve been there: it’s simply impossible to think straight when hundreds of people are simultaneously attacking you.
The facts are: Tesla attracts a lot of retail investors, Tesla articles attract at least 10x views, people on both sides of the aisle talk about those articles for months, but most importantly, at the end of the day, the success or failure of the company will be in the hands of Tesla and its own employees. As more Model 3’s get in the hands of customers and Tesla actually shows bottom-line profits later this year, I have no doubt that the effectiveness of negativity will diminish.
The facts are: Tesla attracts a lot of retail investors, Tesla articles attract at least 10x views, people on both sides of the aisle talk about those articles for months, but most importantly, at the end of the day, the success or failure of the company will be in the hands of Tesla and its own employees. As more Model 3’s get in the hands of customers and Tesla actually shows bottom-line profits later this year, I have no doubt that the effectiveness of negativity will diminish.
Below is my tweeted reply to Kolodny, which was merely a link to the Tesla rebuttal blog with no added comment from me. Nevertheless, Kolodny immediately blocked me from reading or replying to her tweets.
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cheshire cat
Member
Bet Henry Ford never had to put up with this CRAP-------is this de-rigguer for all of what passes for US "journalism" ??? These days ?
sundaymorning
Active Member
Netflix beat AH up 5%. I’m hoping this strong earnings season will help technology stocks make a comeback. We need some tailwind to take us into earnings. So far Tesla seems to be benefiting from this AH FANG stock rise.
DragonWatch
Small FootPrint
I doubt he had to deal with the 'shorts'" either.
Sorry that was unclear. I meant investments in the future rather than income earning cash investments.
bdy0627
Active Member
Right. You would have to be somewhat insane at this point to take Elon at face value, particularly in the short term. I've done that a few times too many but I've regained my sanity. My brokerage account is thanking me.
sundaymorning
Active Member
Right. You would have to be somewhat insane at this point to take Elon at face value, particularly in the short term. I've done that a few times too many but I've regained my sanity. My brokerage account is thanking me.
What ever Elon says, add 6-9 months and stay away from options. Prices are getting ridiculous anyway. My account still looks really nice from 2012, and I expect it to look even prettier soon.
Jonathan Hewitt
Active Member
Tesla Is Temporarily Shutting Down Model 3 Production. Again.
Also includes this gem:
"Meanwhile, Tesla workers who work on the Model S and X lines have been informed by the company that those lines will be operating throughout all weekends in June"
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