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re: Investing In Tesla

Posted on 6/22/17 at 1:39 pm to
Posted by NewIberiaHaircut
Lafayette
Member since May 2013
11560 posts
Posted on 6/22/17 at 1:39 pm to
I'd like to ride this thing out. Thanks DBF!
Posted by Number2
Baton Rouge
Member since Nov 2009
2259 posts
Posted on 7/3/17 at 8:35 am to
Model 3 production starts Friday

Tweets by Musk:

quote:

Model 3 passed all regulatory requirements for production two weeks ahead of schedule. Expecting to complete SN1 on Friday


quote:

Handover party for first 30 customer Model 3's on the 28th! Production grows exponentially, so Aug should be 100 cars and Sept above 1500


quote:

Looks like we can reach 20,000 Model 3 cars per month in Dec

This post was edited on 7/3/17 at 8:36 am
Posted by ynlvr
Rocket City
Member since Feb 2009
4591 posts
Posted on 7/5/17 at 9:16 am to
Goldmans Bear Call has TSLA reeling today down 5% in first 45 minutes of trading.
Posted by fightin tigers
Downtown Prairieville
Member since Mar 2008
73681 posts
Posted on 7/5/17 at 1:43 pm to
What was the reference to the battery issue in the report?

Can't make enough or quality problems while making them?

Seems like it could be a bigger story, but I haven't heard anything about it.
Posted by ynlvr
Rocket City
Member since Feb 2009
4591 posts
Posted on 7/5/17 at 3:10 pm to
The Goldman report I saw was referencing two issues:

Plateau of S Model Sales
Production Capability for Model 3
Posted by TigeRoots
Member since Oct 2008
8505 posts
Posted on 7/5/17 at 4:32 pm to
Think I saw where GS has a price target of $180?
Posted by ynlvr
Rocket City
Member since Feb 2009
4591 posts
Posted on 7/5/17 at 4:49 pm to
That is correct. Lowered earlier target from $190.
Posted by Croacka
Denham Springs
Member since Dec 2008
61441 posts
Posted on 7/5/17 at 5:08 pm to
I sold in the 380's

I'm just watching from the sidelines now


I like the vision, but not the stock right now.
Posted by fightin tigers
Downtown Prairieville
Member since Mar 2008
73681 posts
Posted on 7/5/17 at 7:14 pm to
quote:

it’s less than expected, which Tesla attributed to a “severe production shortfall of 100 kWh battery packs.”


This is what gets me. They want to make 20k cars a month by December and cannot equip that many a qtr right now.
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 7/6/17 at 10:03 am to
It would seem like other people have the same concerns right now. Under $310 today
Posted by mb810
Member since Dec 2011
257 posts
Posted on 7/6/17 at 5:13 pm to
the announcement of "all electric" by both France and Volvo probably playing a part in this
Posted by fightin tigers
Downtown Prairieville
Member since Mar 2008
73681 posts
Posted on 7/6/17 at 5:24 pm to
Obvious statement is that more competition is bad for Tesla.

The quality of competition matters here though. Volvo being a "luxury" car makers taking this route I think may mean more.
Posted by mb810
Member since Dec 2011
257 posts
Posted on 7/7/17 at 8:00 am to
quote:

Volvo being a "luxury" car makers taking this route I think may mean more


But the Model 3 is supposed to be the "cheap" alternative; Tesla no longer being limited to luxury cars. Tesla published all of their patents for batteries, etc. to spark the competition in the industry. You'd have to assume this strategic move means they'd welcome the company of other automakers, in the long run it just shifts public acceptance of electric vehicles. Makes me ponder the bearish response investors seem to be taking.
Posted by WaWaWeeWa
Member since Oct 2015
15714 posts
Posted on 7/7/17 at 10:11 am to
The valuation is more than GM and Ford. Even if they exceed all expectations is it realistic to think they will gain more market share with other companies switching to electric?

Seems way overvalued to me. I just don't see how the stock price will continue to climb. I can't see their profit margin being that much greater than GM/Ford
Posted by mb810
Member since Dec 2011
257 posts
Posted on 7/7/17 at 1:09 pm to
quote:

I can't see their profit margin being that much greater than GM/Ford


This is where their distinction as an "energy company" vs an automotive one comes into play. If they can develop tech that becomes the standard for not just auto-electric industry, but for battery technology overall, then who knows how high they could continue to climb.
Posted by WaWaWeeWa
Member since Oct 2015
15714 posts
Posted on 7/7/17 at 1:29 pm to
But how would that be reflected in the tesla stock?

Do profits from battery sales go to tesla?

Are the gigafactories under the tesla umbrella?
Posted by mb810
Member since Dec 2011
257 posts
Posted on 7/7/17 at 4:28 pm to
I think the Tesla umbrella is everything energy related and includes it's auto manufacturing. Reflected in the stock if something like the home solar roofing takes off, or their battery tech is sold to a budding alternative energy market
Posted by fightin tigers
Downtown Prairieville
Member since Mar 2008
73681 posts
Posted on 7/8/17 at 4:23 pm to
Well their solar roof thing is falling behind schedule now.

Musk continues to come with hold ideas, but getting them off the ground and becoming profitable is still the billion dollar question.
Posted by Creamer
louisiana
Member since Jul 2010
2817 posts
Posted on 7/10/17 at 9:57 am to
Anybody buying on the dip or do we consider this a more realistic value? I'm looking to buy and hold.
Posted by LSURussian
Member since Feb 2005
126962 posts
Posted on 11/2/17 at 7:49 am to
Does anyone agree with me now that TSLA is a speculative stock?
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