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1
Posted on 4/26/17 at 7:23 pm to dabigfella
Dude, you're a fraud.
Posted on 4/26/17 at 7:52 pm to Paul Allen
So is there actually anyone who thinks tesla is a no go at 300?
Posted on 4/26/17 at 7:54 pm to AUjim
well over 30% of the float to the tune of over $10B is short
every pundit on tv says its disgustingly overvalued
nobody can grasp why its worth more than ford or gm yet sold only 88,000 cars last years
but of course this is tigerdroppings so everyone on here has been long since at least $18/share and knew this was coming
every pundit on tv says its disgustingly overvalued
nobody can grasp why its worth more than ford or gm yet sold only 88,000 cars last years
but of course this is tigerdroppings so everyone on here has been long since at least $18/share and knew this was coming
This post was edited on 4/26/17 at 7:58 pm
Posted on 4/26/17 at 8:01 pm to dabigfella
I'd say my biggest concern in the short-term, meaning next year is TSLA actually hitting its projected gross margins on 25% on the model 3. I read all the reasons they are supposed to be hitting them this year but I just can't see them getting that sort of efficiency the first year of a mass car rollout in the volume magnitude of 6-10x their current year production.
Posted on 4/26/17 at 8:03 pm to barry
thats a valid concern, elon said he believes its gonna have negative margins early on. My concern is more with just overall revenue, I think for a while tesla will continue to trade at a multiple of sales. I full expect 100% YoY revenue growth next week in the ER which should be a nice surprise. Tesla energy could surprise as well.
Posted on 4/26/17 at 8:18 pm to dabigfella
TSLA makes money on govt subsidies. Take that away and it falls flat with current technology. GM, Google, Apple, amazon, etc will all move into the autonomous sector as the technology is proven over the next few years.
Posted on 4/26/17 at 8:21 pm to C
quote:
TSLA makes money on govt subsidies. Take that away and it falls flat with current technology. GM, Google, Apple, amazon, etc will all move into the autonomous sector as the technology is proven over the next few years.
Big oil gets plenty of subsidies too. Hell the US government bailed out GM, what Tesla gets is a drop in the bucket in comparison. I do believe in Waymo coming from google its solid, but nobody has a vertically integrated BEV solution like tesla. Yes GM bought cruise and im sure its great, but they haven't shown any real promise in the BEV world.
Id o believe you are correct in terms of autonomous driving, but im talking about the potential for an epic paradigm shift from ICE to BEV's in mass scale and to this point nobody seems to have a solution besides tesla for mass producing enough batteries to sell over 50k electric cars.
Posted on 4/26/17 at 8:22 pm to dabigfella
I'm young and just don't have the money to basically gamble on a technology company like this. Very interested as a consumer to see where this company ends up
Posted on 4/26/17 at 8:25 pm to leoj
quote:
I'm young and just don't have the money to basically gamble on a technology company like this.
when you are young is precisely when you should take more risk.
Posted on 4/26/17 at 8:28 pm to barry
I would rather look at something like Microsoft or Texas Instruments for the sector. It's hard for me to read even the facts that bigfella posted or any of the dozen other bear or bull articles and have a good feeling in my gut or head as to which way it is headed.
If they come through on this next model and deliver I will feel differently, though obviously miss out on some gains.
If they come through on this next model and deliver I will feel differently, though obviously miss out on some gains.
Posted on 4/26/17 at 8:28 pm to leoj
see you're a smart man and get it, I respect that. Tesla isn't an automaker, if anything its a technology company that makes cars. There is a big difference 
Posted on 4/26/17 at 8:33 pm to leoj
Tesla is more than just a car manufacturer. Elon wants to take down the Auto and O&G industries. When you look at his master plan it's pretty wild how ambitious he is.
I'm Long Tesla, when the next dip happens I'll be buying more.
I'm Long Tesla, when the next dip happens I'll be buying more.
Posted on 4/26/17 at 8:33 pm to Old Money
I've been hoping for a dip too, but Im pretty worried he posts 100-150% YoY revenue growth next week and possibly even a surprise profit to trigger the most epic squeeze ever. Do you watch the options market? 2018 and 2019 $500 and $600 calls have been bought recently but large trades going off in the 380s and 450s for all ranges from sept-jan.
This post was edited on 4/26/17 at 8:35 pm
Posted on 4/26/17 at 8:36 pm to dabigfella
quote:
Big oil gets plenty of subsidies too
Wow.
Posted on 4/26/17 at 8:41 pm to C
they dont?
Posted on 4/26/17 at 8:41 pm to dabigfella
The biggest argument I see from the traditional (and corrupt) O&G industry is, "Where will all of the dead lithium ion battery waste go? Keep buying fossil fuels!"
That's a shitty argument
I wish I can afford some leap calls. 1/18/19 500s are going for 14.00. Thats wild.
That's a shitty argument
quote:
I've been hoping for a dip too, but Im pretty worried he posts 100-150% YoY revenue growth next week and possibly even a surprise profit to trigger the most epic squeeze ever. Do you watch the options market? 2018 and 2019 $500 and $600 calls have been bought recently but large trades going off in the 380s and 450s for all ranges from sept-jan.
I wish I can afford some leap calls. 1/18/19 500s are going for 14.00. Thats wild.
Posted on 4/26/17 at 8:45 pm to Old Money
I mean oil isn't going anywhere, its still used in a bajillion things other than cars but I think when we look back in 100 years and see that we used to dig up oil,refine it, and pump it into cars to power them we will laugh as we can also power cars using the sun and solar panels. It's sad when you see oil spills, that tanker truck explosion posted in the OT a few weeks ago, and dangerous things that come from oil.
Is tesla perfect today? no its not, hell its charging stations still rely on fossil fuels, but the long term goal obviously is solar panels powering the charging stations to charge the cars. It's not stuff thats going to happen overnight, but to me its the biggest power shift of our lifetime and tesla has an incredible product to lead the charge at this point. I wish other auto companies would follow suit but after being bearish for a long time, I finally understood why big auto doesn't/ can't.
Is tesla perfect today? no its not, hell its charging stations still rely on fossil fuels, but the long term goal obviously is solar panels powering the charging stations to charge the cars. It's not stuff thats going to happen overnight, but to me its the biggest power shift of our lifetime and tesla has an incredible product to lead the charge at this point. I wish other auto companies would follow suit but after being bearish for a long time, I finally understood why big auto doesn't/ can't.
Posted on 4/26/17 at 8:45 pm to Old Money
Lots of that electricity will be made with the shite tons of stupid cheap NG we are sitting on.
Posted on 4/26/17 at 8:47 pm to C
Tesla Received A Fraction Of The Subsidies That Big Oil Did
Elon Challenges Big Coal To Go Head To Head With 0 Subsidies
Worth pointing out that "Tesla subsidies" like ZEVs were really lower emission incentives that predate Tesla, if they were so great than big auto should have best selling large luxury EVs, ect. Tesla only exists because big auto found the "incentives" not attractive enough to put much effort into developing compelling EVs And Tesla only gets ZEVs because some big auto would rather buy them from Tesla than earn them.So literally none of the subsidies are Tesla they are industry low emission incentives that big auto ignores, so the market response was Tesla
Elon Challenges Big Coal To Go Head To Head With 0 Subsidies
Worth pointing out that "Tesla subsidies" like ZEVs were really lower emission incentives that predate Tesla, if they were so great than big auto should have best selling large luxury EVs, ect. Tesla only exists because big auto found the "incentives" not attractive enough to put much effort into developing compelling EVs And Tesla only gets ZEVs because some big auto would rather buy them from Tesla than earn them.So literally none of the subsidies are Tesla they are industry low emission incentives that big auto ignores, so the market response was Tesla
This post was edited on 4/26/17 at 8:50 pm
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