TSLA - Tesla Motors Inc (NASDAQ)

[over9k]

So the last peak was 1643 and it dropped to 1374 before taking off again, so around 16%.

Will we see the same pullback this time? Would it make sense to put a $1700 order in and just see...

Hmm.

 

[orr]

Lucky...Rob Maurer does a youtube 'tesla daily podcast'

& k the order you'll be putting in is for US$336... & yes the market 'corrects'; make sure you've got the cash . Best of luck..dyor.

 

[Pocoyo]

If I had to choose I think I’d take his
View attachment 106989

 

[joeno]

These analysts are a joke. Where were the $2500+ estimates a year ago?

When the stock market was going down the estimate is impending doom (just before the recovery). When markets are going up the estimates are exuberant (just before the correction).

Am i understanding to get a job as a stock analyst - look at recent performance, multiply by 2, and "forecast" that's where the stock is going in the next 12 months. Am i doing it right?

 

[Pocoyo]

2.5k split effect, 1.5k profit at covid, 800 q4 profit & 500k prod plan 2020 announced

Now possible growth >15% after battery day, 10% q3 results, 15% q4 results, then depending on new gigas/China Y model/ autopilot progress, then semi, roadster, cybertruck production launch

 

[orr]

A more less stock(Drive Train) Model3 has just taken out multiple categories at The Pikes Peak hill climb event in the US... The fellas at 'KnowYouKnow' have posted a bit of a pull apart on YouTube...
Not the only Peak over the last 48hrs..

Joeno...As to analysts?? Cathy Wood at ARK invest has been all over TSLA for years. But most people can't see where these people are looking.
And it's not just stock analysts. Some clown early in this thread maligned Sandy Munro;Munro a man those organisation is that deep into the entrails of the engineering of what going into Tesla's development they deserves multipule Professorships.

But be warned... 'Electric Cars and utes are out to destroy the Great Aussie W/End'
That's Question from an upcoming TV Quizz Show "What Moron Said That"

 

[over9k]

They're not at the point of doing weekend trips yet, but they will be soon enough. Same as big grunt 3 phase charging stations will be installed in caravan parks everywhere soon enough too.

Might be a decent business opportunity now I think about it. Hmm.

I'm buying some NIO tonight in the hopes that nio will be to tesla what alibaba was to amazon.

 

[Pocoyo]

There is another one started last week, but be careful https://electrek.co/2020/04/27/tesla-claim-xpeng-stole-autopilot-source-code/

XPEV NYSE

• $20.50
• Today's Change
  -($2.29) -10.05%

 

[over9k]

yeah nikola's had a huge crash since june too.

 

[Pocoyo]

nikola is weird. they need to drop Hydrogen cost from ~$16 to about $3 per kilo and build infrastructure. they just announced a new factory in Arizona, having third party IVECO to produce 10k Nikola Tre (battery not hydrogen) trucks late 2021 for Europe market. In Arizona plant first phase also be only battery, hydrogen hopefully in 2023..

EU market best case in the next 2-3 years sharing profit with IVECO

US market will be after Arizona factory completion and Nikola Tre production ramp, hopefully next year (haha)

and here we have Austin vs Arizona plants progress, they even started same time around end Jul. Tesla is already smashing it and I can't find any updates from Arizona

i think it could be well shorted until good news from Europe, or maybe till we see Arizona flyovers with some real work done

but then again, even plant starts production how they expect to win tesla semi with already 2 years streets testing and own battery cell production. Nikola Tre never quite tested, where they secure batteries and what cost? I cant find this info. The only nkla hope its 5 times hydrogen cost reduction and decent truck in somewhere 2023.

 

[over9k]

Easier to just dump your money into tesla IMO. Tesla is *years* ahead of the competition.

 

[Pocoyo]

could be an opportunity

Recent filings with the Securities and Exchange Commission have revealed that Tesla (NASDAQ:TSLA) will be selling up to $5 billion in stock. According to the SEC filings, which were posted on Tuesday, the additional shares will be sold “from time to time” and “at-the-market” prices.

Several financial institutions are involved in Tesla’s initiative. Among these are Goldman Sachs & Co. LLC, BofA Securities, Inc., Barclays Capital Inc., Citigroup Global Markets Inc., Deutsche Bank Securities Inc., Morgan Stanley & Co. LLC, Credit Suisse Securities (USA) LLC, SG Americas Securities, LLC, Wells Fargo Securities, LLC and BNP Paribas Securities Corp.

As noted by the company, proceeds from the $5 billion TSLA offering will be used to strengthen its already-formidable balance sheet. The proceeds, if any, could be utilized by the electric car maker for projects such as Gigafactory Berlin and Gigafactory Texas, both of which are being constructed at a seemingly record pace.

 

[Dona Ferentes]

Tesla Battery Day is scheduled for September 22nd. Announcements on increased energy output, price and range advantage are expected as well as

.... "a transformation in the core structural design of a vehicle…its quite a big thing” says Elon Musk. He has also teased it will “… blow your mind. It blows my mind, and I know it! "

 

[orr]

A very recent post appears to have been deleted; if it reappears all the better.
I was on my way responding to the inferences to battery advancement in the attached Musk quote.
Tesla's shift from 1865 cells to 2170's gave power increases and cost reductions on the 50% volume increase on those cells. If The leaked images of the new cell design prove to be accurate the volume increases are in the magnitude of 9x that of the 2170's. The effect this has on both power output and cost reduction to coinside with the dry electrode process will have, I expect, a material effect on Tesla's already substantial value.... I'm bet on it, so let's see.

 

[Dona Ferentes]

Tesla Battery Day is scheduled for September 22nd. Announcements on increased energy output, price and range advantage are expected as well as

BD come and gone. there is a three hour Youtube presentation if interested; a quarter of a million viewed (some of) Battery Day live online

"Building an affordable electric car has always been our dream from the beginning of the company", Musk told an online audience of more than 270,000.

However, Musk described a new generation of electric vehicle batteries that will be more powerful, longer lasting and half as expensive than the company's current cells . The new Tesla larger cylindrical cells, called 4680, will provide five times more energy, six times more power and 16 per cent greater driving range, Musk said, adding that full production is about three years away.

"We do not have an affordable car. That's something we will have in the future. But we've got to get the cost of batteries down", Musk said.

To help reduce cost, Musk said Tesla planned to recycle battery cells at its Nevada gigafactory, while reducing cobalt, one of the most expensive battery materials, to virtually zero. It also plans to make its own battery cells at several highly automated factories around the world.

Tesla will produce the new battery cells initially on a new assembly line near its vehicle plant in Fremont, California, with planned output reaching 10 gigawatt hours a year by the end of next year. Tesla and partner Panasonic now have production capacity of about 35 gWh at the Nevada battery gigafactory.

Tesla aims to rapidly ramp up battery production over the next few years, to 3 terawatt hours a year, or 3000 gigawatt hours; .... roughly 85 times greater than the capacity of the Nevada plant. Tesla plans to produce the new cells via a highly automated, continuous motion assembly process, according to Drew Baglino, Tesla senior vice president of powertrain and energy engineering.

Musk acknowledged that Tesla does not have its new battery design and manufacturing process fully complete.

 

[Userman]

Ideanomics MEG Finalizing Multiple EV Taxi Orders

Tesla, BYD, Chery, Dong Feng Nissan, Kia, and Geely among the selected manufacturers

Ideanomics MEG Finalizing Multiple EV Taxi Orders

Ideanomics (NASDAQ: IDEX) ("Ideanomics" or the "Company") is pleased to announce that its subsidiary, Mobile Energy Global (MEG) has selected several manufacturers to fulfill its EV taxi sales...

investors.ideanomics.com

 

[orr]

Rumoured Tesla Build in India?
It's been a while since I was on the ground over there. Anybody have some up to date construction data?

 

[Value Collector]

I finally bit the Bullet and bought some Tesla stock, I should have bought in a long time ago, but it’s taken me a while to fully understand this company.

I know it seems expensive at the moment, But for a long term hold I think this will work out well, the company is growing on a number of verticals with huge potential.

 

[fiftyeight]

I finally bit the Bullet and bought some Tesla stock, I should have bought in a long time ago, but it’s taken me a while to fully understand this company.

I know it seems expensive at the moment, But for a long term hold I think this will work out well, the company is growing on a number of verticals with huge potential.

How does a value collector audit Tesla's books?

Listening to TC Charts Podcast has actually made more interested in Tesla. Yeah Elon has done some questionable things, but at the moment the games have all been for to the gain of Tesla.

Weather you think he is a crook or not does not matter if he gets away with it AND puts the money back in to Tesla. Solar City pokes some holes in this theory though.

Fingers crossed I have my Cyber Truck in about 4 - 5 years when we plan to do our trip around OZ with the kids

 

[Value Collector]

How does a value collector audit Tesla's books?

Well, if it was just based on Tesla as it stands today, it’s over valued.

But I made some estimates based on what the production capacity will be once all the factories currently in production / ramp up / construction will be, and then what I believe their profit margin on those vehicles will be, and I think once all those factories have ramped up, Tesla will be pretty fairly valued.

then there is the solar roof business, stationary home and grid batteries, Insurance business and the future opportunities for Robo taxis, software and different vehicles like buses etc.

I think at this stage anyone that thinks Elon is a crook or that he isn’t a genius is just a cynical person.

to be honest I wouldn’t be surprised if in 10 years Tesla was worth $2 Trillion market cap, and it’s currently a bit over $400 billion, you it may be a 5 bagger in 10 years, so I am happy to hold it long term.