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TSLA - Tesla Motors Inc (NASDAQ)

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Last years article but just as relevant, if not more so -


Analysis: Tesla Has Much Less Debt Than Ford & GM, & Much Higher Gross Margin - CleanTechnica

Sign up for daily news updates from CleanTechnica on email. Or follow us on Google News! By Johnna Crider and Daryl Elliott I was recently given some detailed research by Daryl Elliott, who discovered that Tesla has less debt than Ford or GM. All three are American automakers and last ...
cleantechnica.com
 
Its already happening, in Europe some markets the european EV makers like VW and others have overtaken Tesla in some countries. Take this example from netherlands
Top 10 year-to-dateoctober data)
  1. Kia Niro EV (e-Niro) - 3,734
  2. Skoda Enyaq iV - 3,619
  3. Volvo XC40 PHEV - 2,540
  4. Ford Mustang Mach-E - 2,261
  5. Volkswagen ID.4 - 1,993
  6. Ford Kuga PHEV - 1,975
  7. Tesla Model 3 - 1,482
  8. BMW iX3 - 1,386
  9. Lynk & Co 01 PHEV - 1,241
  10. Volvo XC40 Recharge - 1,203
IN USA we have Rivian and Ford with the new EV trucks getting all the news and fanfare. I think the Ford F150 lightning truck has already surpassed 160k reservation. Ford share price has since 4x this year from that.

In China, there are many new EV startups(Nio, Xpeng, and Li Auto are all challenging Tesla) and now battery makers too. Only reason they let Tesla in was to copy the tech, now they have done so, they have a plethora of local EVs gaining sales fast and in some segments may outsell TEsla soon.

Tesla will likely prosper and grow together with the EV market but likely will experience some degree of margin compression. Unlike Apple which doesnt make their own phones, Tesla has to make their own cars, and there is no software platform to leverage off where you can sell software or subscriptions like on itunes/appstore. Teslas AI self driving tech is not really making much progress and still on the same level 2 grade as other car makers last time i looked.

And now with fed tapering the easy money and elon selling hard, i am not sure the market cap valuation can continue to be trillion dollars.
 
JohnDe said:
Tesla
In 2020, Tesla’s gross revenue was $31.5 billion and its net revenue was $721 million. Its 2020 gross margin was 21%.
Click to expand...
Gross Margin= whats left after taking in the COGS. It does not include all the admin overheads like marketing, non manufacturing staff, and debt interest costs.

I did a bit of head scratching over this one.

How did they come up with the gross margin of 21% when net revenue is 721mill on a gross revenue of 31.5billion?
I went looking for more information and found the last ten years financials for all three companies.
If you look at the financial statements for each of them TESLA , General Motors , and Ford
I could not correlate the figures the analyst quoted for any of them.
There are two ways to fund a company, issue shares or negotiate debt, or do a combo of both.
Perhaps if one did a comparison of the EPS between tesla and the other two, one get an entirely different picture.
This is the first year that tesla has had a positive EPS at 64 CPS.
All previous years were negative returns.
Ford made a loss this year , its EPS was a negative 32CPS.
But every year prior to this it had a positive EPS.
GM this year had one if its better years with a positive eps of $4.33.Its last negative EPS was in 2016, all the others were positve.
You can draw numerous pictures from the above, as I currently don't plan to invest in any of them, I will draw none.
Mick
 
mullokintyre said:
How did they come up with the gross margin of 21% when net revenue is 721mill on a gross revenue of 31.5billion?
Click to expand...
The best comparison of apples with apples is here.
Comparisons are otherwise problematic as Tesla has Boring, Energy and Space X, while GM makes more from its vehicle financing arms.
Bottom line: Tesla is now a cash cow compared to GM:

That trend will continue as Tesla has no legacy issues to contend with and only improves its already class leading product, while the GMs and Fords of the world have nothing close in performance or quality.
The other issue that will see Tesla streak ahead is its planning for battery needs to match its proposed production.
 
well lets see how the boxing match between F150 lightning Vs. Cybertruck Vs Chevy Silverado goes. Bring on the truck wars!!
 

Hybrids are a stop gap. What really counts is plug in EV, and don't just look at a model look at the brand. Tesla sells multiple models; the M3, Mx, MY and MS.

What Brand Sells The Most Electric Cars In Europe?

Best-selling plug-in electric vehicle models in Europe between January and September 2021



What Brand Sells The Most Electric Cars In Europe? - CleanTechnica

Sign up for daily news updates from CleanTechnica on email. Or follow us on Google News! Following up on our report on which automotive groups have been selling the most electric cars across 10 European markets, let’s look at which brands have been seeing the most sales (read: registrations). We...
cleantechnica.com
 

Yes, the accountants do a great job -

FORD





GENERAL MOTORS




TESLA

 
Tesla stock has pulled back nearly 28% since hitting its all-time-high in early November, but how much of this is specific to the stock, and how much is a result of the broader market volatility?

The sell-off began when Elon Musk’s Twitter poll supported him in selling 10% of his holdings, but the overall market sentiment since then hasn't helped either. The Omicron variant is sparking fear of a return to lockdowns, while last week also saw a hawkish pivot among the major central banks.

However, Tesla remains the leader in the EV space. This is backed up by their impressive financial growth in recent times, and with tech that is still superior to their competitors, they would be expected to continue to dominate the industry for the foreseeable future.

With $TSLA closing today below the key $900 level, it’ll be interesting to see how it shapes up over the coming weeks. Of course, all trading carries risk, but can the stock bounce from here, or are we going to have to wait before it starts another leg higher?
 
There is a lot of chatter online about competitors EV products, especially the U.S and China where Tesla has had a major lead, punters are probably getting nervous about Tesla's ability to hold it's leading position.
Today Nio is talking of a Tesla model 3 style vehicle the ET5 with a 1,000klm range, very improbable IMO, but still worrying for investors.
What will be interesting will be if Tesla can beat China on price, most other manufacturers can't and as yet Tesla can't rely on its legacy as Ford, Porsche, BMW, Merc etc can.

Nio unveils ET5 electric sedan with "ultra-long range" of up to 1,000km

Nio unveils another so-called "Tesla-killer", and plans to expand further into Europe as it opens up the Silk Road for battery swapping and charging.
thedriven.io
 
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More than once I have seen surveys that show graduating engineers putting Tesla on the top of their list of preferred laces to work. How many ICE manufacturers can say that?



 
This will be an interesting week for TSLA shares; will the price drop or increase?

Tesla sold everything that they could produce, including demo models and all other stock.

Q4 Production: 305,840
Q4 Deliveries: 308,600

2021 Production: 930,422
2021 Deliveries: 936,172


Tesla Stock: Analysts Whiff Again (NASDAQ:TSLA)

Tesla's Q4 deliveries beat unrealistically low estimates. Check out why I think TSLA's revenue estimates will rise until its Q4 report.
seekingalpha.com
 

Tesla (TSLA) Receives a Sell from J.P. Morgan​

03/01/2022 7:30am GMT​

TipRanks​

In a report released today, Ryan Brinkman from J.P. Morgan maintained a Sell rating on Tesla (TSLA – Research Report), with a price target of $295.00. The company's shares closed last Friday at $1056.78. According to TipRanks.com, Brinkman is a 2-star analyst with an average return of 0.6% and a 62.1% success rate. Brinkman covers the Industrial Goods sector, focusing on stocks such as Dana Holding, BorgWarner, and Autoliv. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Tesla with a $1030.08 average price target.
https://www.tipranks.com/news/blurb...rgan?utm_source=advfn.com&utm_medium=referral
 
Deutsche Bank said the company is better equipped to face semiconductor bottlenecks than its peers. It raised its Q4 revenue forecast to $17.2 billion from $16.1 billion and its EPS expectation to $2.70 from $2.46.
Click to expand...

Who purchased during the 2-3 wen dip?

Tesla's 'Impressive' Q4 Deliveries Suggest Upside Potential for 2022, Deutsche Bank Says

Tesla NASDAQ:TSLA reported an "impressive" delivery count of 308,600 for Q4, Deutsche Bank said in a note. The deliveries surpassed the investment firm's estimate of 282,000, which was already up from the consensus estimate of 265,000 deliveries, according to the note. Deutsche Bank said the compan…
www.tradingview.com
 
I keep some entries with projections/guess's;
Gali Russell on 19/12/2020 gave unit production for 4th qtr at 300k and total for 2021 at 935k ...
credit where credits due..

Been a couple of good long form sit downs with Dave Lee in the last couple of weeks, not least with James Douma.
 

Thanks for the name, my search lead me to -

 

There's been talk of another share split for months, this guy gives the reasons why there will be another -

 
Mr Johnde...
On Gali..I'd only add the almost rhetorical... 'past preformance is no indication. ...etc.etc.'

Again and again from a multipul of those on this; the major upside/downside for 2022 is the inhouse 4680.
Toward the end of 22 the rollout of insurance( rhumored 6 extra states this qtr) .. worth keeping an eye on to.
 
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