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JBmurc
08-07-2021, 11:14 PM
I'll have to correct you on your points

- Tesla had revenue of 10.39 billion and 4.22 net profit margin in March.

_Selling Cyber trucks will increase this profit margin

-They are and are planning to go full self driving with there most updated beta due for release soon, this is a threat to taxi companies worldwide.

-Tesla is selling carbon credits because they will always have businesses that need them.

-Btc is just a store of value for their oversupply of devaluing cash and preference over company bonds

-Many people can't afford a ford ranger but you will be able to purchase the base model of Cyber truck at the same cost as a new For ranger.

-What Elon tweets should have no impact on your decision to buy,invest in crypto I think governments have more say we're crypto is going.

Cyber truck one ugly ute >> I see in Europe the local car brands BMW, VW,AUDI will out price outsell Tesla 10:1 new EVs

ynot
08-07-2021, 11:26 PM
Cyber truck one ugly ute >> I see in Europe the local car brands BMW, VW,AUDI will out price outsell Tesla 10:1 new EVs

I thought the same thing until i realised that was a prototype.
Apparently various international vehicle regulations will dictate the finished truck look so its not as easy to turn the original brick shape into something acceptable.

Arthur
09-07-2021, 08:55 AM
Cyber truck one ugly ute >> I see in Europe the local car brands BMW, VW,AUDI will out price outsell Tesla 10:1 new EVs

I hope you are right and the Europeans get their **** together. In the meantime, despite freight and tax disadvantages the four year old model 3 is whipping European butt in terms of EV sales in Europe. In China the Europeans are no where to be seen, In USA the story is similar. Thanks goodness the Koreans and Chinese are in the game.

TeslaGod
09-07-2021, 03:27 PM
Cyber truck one ugly ute >> I see in Europe the local car brands BMW, VW,AUDI will out price outsell Tesla 10:1 new EVs

The Cyber truck has over 1 million pre orders so I guess beauty is in the eye of the be holder..I'm looking forward to the attention it gets driving down Queen Street

TeslaGod
09-07-2021, 03:39 PM
Great news the Tesla model y has just had its price lowered in China ¥276,000

If we're lucky enough to get the same we should be able to buy a Tesla Model Y for just under 50k.

Then hopefully they will begin manufacturing there 35k model in 24 months.

Imagine owning a Tesla that's the cost of a new Toyota Camry, with no servicing needed besides changing your tyre's and window washer fluid and a fraction of fuel costs..I see 91 unleaded is 2.50.

TeslaGod
09-07-2021, 03:47 PM
LOL...

Yup brilliant numbers for a company valued at 1 billion dollars...
Cowboy numbers for a company valued at 620 billion dollars...

Tesla is a financial nightmare...

Tesla will likely be a 1 trillion dollar company in the next 6 to 12 months and with there new giga factories opening they will easily become a 2 trillion dollar company by 2024

There delivering numbers are expected to continue growing 50% per year before tapering off later this decade.

$TSLA is undervalued.

kiora
10-07-2021, 06:10 AM
So what happens to Tesla SP when it can no longer earn CC from the USA big automakers which accounts for 1/3 of Tesla earnings?
https://www.marketwatch.com/story/gm-stock-jumps-after-wedbush-analyst-calls-it-a-disruptive-technology-play-11625832257?siteid=yhoof2

Arthur
10-07-2021, 07:33 AM
So what happens to Tesla SP when it can no longer earn CC from the USA big automakers which accounts for 1/3 of Tesla earnings?
https://www.marketwatch.com/story/gm-stock-jumps-after-wedbush-analyst-calls-it-a-disruptive-technology-play-11625832257?siteid=yhoof2
Did you know in USA there is a $7500 tax credit for EVs that are not made by GM or Tesla? There is a proposal to change that and start giving credits to GM and Tesla, but the Republicans will try (and so far are successful) at blocking it.
Do you know that VW is a dismal failure as selling EVs in the worlds biggest car market and have been buying credits off Tesla to mitigate penalties there? This is likely to continue for years.
Did you know that two massive efficient new Tesla factories will be open by 2022 doubling or tripling their production potential?
Did you know that Tesla's declared profit is after massive amounts of stock based compensation? This will ease off soon , so declared profits will rise. Cash-flow and debt are far more prudent than most that play in the Auto sector.
Did you know I think Tesla is over valued like the rest of the market?

fungus pudding
10-07-2021, 08:53 AM
Did you know in USA there is a $7500 tax credit for EVs that are not made by GM or Tesla? There is a proposal to change that and start giving credits to GM and Tesla, but the Republicans will try (and so far are successful) at blocking it.
Do you know that VW is a dismal failure as selling EVs in the worlds biggest car market and have been buying credits off Tesla to mitigate penalties there? This is likely to continue for years.
Did you know that two massive efficient new Tesla factories will be open by 2022 doubling or tripling their production potential?
Did you know that Tesla's declared profit is after massive amounts of stock based compensation? This will ease off soon , so declared profits will rise. Cash-flow and debt are far more prudent than most that play in the Auto sector.
Did you know I think Tesla is over valued like the rest of the market?

Did you know in USA there is a $7500 tax credit for EVs that are not made by GM or Tesla? There is a proposal to change that and start giving credits to GM and Tesla, but the Republicans will try (and so far are successful) at blocking it.
No. I did not know that.
Do you know that VW is a dismal failure as selling EVs in the worlds biggest car market and have been buying credits off Tesla to mitigate penalties there? This is likely to continue for years.
No. I do not know that.
Did you know that two massive efficient new Tesla factories will be open by 2022 doubling or tripling their production potential?
No. I did not know that.
Did you know that Tesla's declared profit is after massive amounts of stock based compensation? This will ease off soon , so declared profits will rise. Cash-flow and debt are far more prudent than most that play in the Auto sector.
No. I did not know that.
Did you know I think Tesla is over valued like the rest of the market?
No. I did not know that.

Did you know that I did not know any of the above?

Dotbond
10-07-2021, 09:33 AM
:laugh::laugh::laugh:

TeslaGod
10-07-2021, 11:43 AM
So what happens to Tesla SP when it can no longer earn CC from the USA big automakers which accounts for 1/3 of Tesla earnings?
https://www.marketwatch.com/story/gm-stock-jumps-after-wedbush-analyst-calls-it-a-disruptive-technology-play-11625832257?siteid=yhoof2
Nothing will happen Tesla is already profitable with out carbon credits in each car they sell.

Tesla sell carbon credits to companies that need them and they will always have a market for them,it's real money not from the government.
They are able to use this money to build more giga factories, invest in technology and grow the company hence why the carbon credit was set up, unless every company in the world is going to be carbon neutral this decade Tesla can keep using its income to reinvest and dominant.
As for the internal combustion engine car maker's they are cannibalising there own ice vehicles to try and catch up to Tesla who are moving further and further ahead.

TeslaGod
10-07-2021, 11:48 AM
Oh yeah you are completely ignoring the impending capitulation of stockmarkets... the biggest crash of all time is coming....
Tesla will get necked right off....
It's balance sheet is as good as loo paper scrunched up....

Well perhaps if you afraid of the biggest crash in history you can invest in bonds and earn a nice safe %1.5 for the coming decade.. and retire and 67 on super of $500 pw.

TeslaGod
10-07-2021, 01:20 PM
If you're reading what mainstream media reports on Tesla just remember this.

Tesla does not pay the mainstream media and television networks anywhere in the world advertising fees.
0% in advertising.

Tesla promotes itself through its products,word of mouth and a unconventional CEO on twitter.

It's in mainstream media to discredit Tesla because this way of creating a company is a threat to medias, television revenue streams.

Our local media in NZ is already dying out the last thing the need is a company that has grown to one of the biggest companies in the world doing it all by a CEO tweeting on twitter with no media advertising.

(I haven't added that the oil companies owners own most media outlets in America)

fungus pudding
10-07-2021, 02:01 PM
If you're reading what mainstream media reports on Tesla just remember this.

Tesla does not pay the mainstream media and television networks anywhere in the world advertising fees.
0% in advertising.

Tesla promotes itself through its products,word of mouth and a unconventional CEO on twitter.

It's in mainstream media to discredit Tesla because this way of creating a company is a threat to medias, television revenue streams.

Our local media in NZ is already dying out the last thing the need is a company that has grown to one of the biggest companies in the world doing it all by a CEO tweeting on twitter with no media advertising.

(I haven't added that the oil companies owners own most media outlets in America)

Oh dear.......

Arthur
10-07-2021, 02:18 PM
Well played Fungus Pudding (雪耳糖水 ?). In the unlikely event that you want some factual information to go with the opinions on this topic you could do a google search on say federal ev tax credit or giga texas or ID4 china sales.

TeslaGod
10-07-2021, 03:22 PM
My Tesla $1000 price target for the next 12 months are

Fully self driving introduction

Cyber Truck

Berlin Giga factory

President Bidens electric car tax rebate

And I'm looking forward to the model A launch, I'm planning on buying at least 3 and putting them on the road to work for me 24 hour's a day 7 days a week.. good times ahead!!

(And yes I understand it's not legal yet , thats why the market and my 12 month maximum price target is forward looking)

TeslaGod
10-07-2021, 03:25 PM
Oh dear.......

Someone's worried about a change coming.

It's not too late to sell everything and buy TSLA

TeslaGod
10-07-2021, 03:32 PM
Arthur, do you have a price target?

ynot
10-07-2021, 03:55 PM
My Tesla $1000 price target for the next 12 months are

Fully self driving introduction

Cyber Truck

Berlin Giga factory

President Bidens electric car tax rebate

And I'm looking forward to the model A launch, I'm planning on buying at least 3 and putting them on the road to work for me 24 hour's a day 7 days a week.. good times ahead!!

(And yes I understand it's not legal yet , thats why the market and my 12 month maximum price target is forward looking)

Probably not a bad idea, as long as NZ can organise the necessary charge stations.

ynot
10-07-2021, 03:56 PM
My Tesla $1000 price target for the next 12 months are

Fully self driving introduction

Cyber Truck

Berlin Giga factory

President Bidens electric car tax rebate

And I'm looking forward to the model A launch, I'm planning on buying at least 3 and putting them on the road to work for me 24 hour's a day 7 days a week.. good times ahead!!

(And yes I understand it's not legal yet , thats why the market and my 12 month maximum price target is forward looking)

Probably not a bad idea, as long as NZ can organise the necessary charge stations.

Mepco
10-07-2021, 04:20 PM
I think $1000 in the next 12 months sounds about right, and that in 3 years when these new giga factories are up and running we will be looking back to today and thinking how cheap the shares were.
Engineering expert Sandy Munroe, an ex general motors and ford engineer had some recent interesting comments on the Tesla, he believes they are 5 to 8 years ahead of any other car maker as far as the technology they use in there electric cars, and when asked on who is Tesla's biggest threat, he laughed and said there are none, but when it does eventually happen it will be a new startup specializing in electric vehicles, probably from China, not the traditional ICE car makers

TeslaGod
10-07-2021, 04:51 PM
Probably not a bad idea, as long as NZ can organise the necessary charge stations.
I'm installing my own home charger for my future robot taxi slaves..no union or worker's rights required.Just a charge and a quick valet when required!

Arthur
10-07-2021, 05:11 PM
Arthur, do you have a price target?

No, but I think it will possibly be bigger than Apple in 2025. If they can solve FSD, solar and energy the price today will look very cheap. By the way Tesla cars in NZ just had another price drop. Drive away standard model 3 is now under $62,000 after the clean car discount.

TeslaGod
10-07-2021, 05:13 PM
With all the housing construction going on in New Zealand, developers need to be looking at Tesla housing community , massive profits to be made here

https://austonia.com/tesla-austin-neighborhood

ynot
10-07-2021, 05:31 PM
I'm installing my own home charger for my future robot taxi slaves..no union or worker's rights required.Just a charge and a quick valet when required!
I was refering to your model A truck order.

TeslaGod
10-07-2021, 05:47 PM
I was refering to your model A truck order.

Sorry , model A is temporary name for the 25k(USD) Tesla,it doesn't have a name as of yet.

But yes I will definitely add the semi truck to my $1000 12 month price target!

TeslaGod
10-07-2021, 06:16 PM
No, but I think it will possibly be bigger than Apple in 2025. If they can solve FSD, solar and energy the price today will look very cheap. By the way Tesla cars in NZ just had another price drop. Drive away standard model 3 is now under $62,000 after the clean car discount.

Yeah no one really caught up to Apple,I just don't see anyone catching up too Tesla as they are so far ahead.When they get to we're Tesla is today,Tesla will have morphed into so much more.
25k Tesla
Tesla semi
Tesla van
New Tesla roadster
Tesla insurance
Tesla robotaxi network
Tesla solar
Tesla housing
Tesla charging opposition high rent to use there ever expanding charging stations

I see Doge RAM promoting their new EV .. production starting in 2024 then going full EV 2030..all these companies are so far behind I feel sorry for them.. what's Tesla going to be like at the end of the decade?
Scary.

Arthur
11-07-2021, 08:49 AM
https://www.reuters.com/article/us-volkswagen-tesla-china-exclusive-idUSKBN2BO542

TeslaGod
11-07-2021, 11:30 AM
If tesla survives the market reset then $100 bucks max a share.... and that's being generous...

You are obv too emotional and blind in love with your sweetheart... when your fantasy honeymoon wears off, then it be a one way trip straight to the cleaners...
Tesla can increase output 10 times and there will still be no material change net profit...
Tesla will have to sell some assets, like the robo taxis etc Tesla have all the tech but useless profits ...
Only in the mania stage of the market with a blow off top could the market put a $620 billion dollar valuation on a company that has to jig the books to make a couple of billion dollars.. LOL....

Tesla is a financial and cashflow nightmare ...

-The market dropped 40% in March 2020 and Tesla did extremely well so I look forward to buying more shares in the next collapse.

-I am more in love with my trading account balance but yes Tesla comes a close second place.

-Tesla has over 20 billion in cash and btc so I don't see the need for selling assets with growth of 50% for most of the decade..who knows what will happen after that?$

-I think BTC at 60k (which I sold my BTC position at 45k) was mania, you can easily forecast Tesla and it's undervalued.

Ferg
16-07-2021, 09:29 PM
An interesting info-graphic on Tesla revenues, costs and profits. A couple of months old. Probably worth reading the comments there before making assumptions and/or weird interpretations and then commenting here.
https://www.reddit.com/r/dataisbeautiful/comments/n0jxyt/teslas_first_quarter_visualized_oc/

ynot
17-07-2021, 09:02 AM
An interesting info-graphic on Tesla revenues, costs and profits. A couple of months old. Probably worth reading the comments there before making assumptions and/or weird interpretations and then commenting here.
https://www.reddit.com/r/dataisbeautiful/comments/n0jxyt/teslas_first_quarter_visualized_oc/
Interesting graph. Big numbers. I guess success or failure will come down to future sales volumes. Will Tesla ever provide a budget EV ? If they could, given they are an advanced EV producer would have to bode well for them.

Arthur
17-07-2021, 10:27 AM
Shanghai and Berlin are both working on designing smaller cars. In the USA Elon has said he is aiming for a US$25,000 car. Timing of this will require batteries and available space in factories. Margin is likely to be much higher in the $125,000 car than the $25,000 one, but if Tesla can up-sell software to the cheaper cars the sales will be lucrative.

Mepco
17-07-2021, 08:19 PM
Interesting you tube video comparing the thermal system of the tesla model y to the ford mach-e

https://www.youtube.com/watch?v=m1kHsd3Ocxc&t=610s&ab_channel=MunroLive

TeslaGod
18-07-2021, 03:41 AM
Interesting you tube video comparing the thermal system of the tesla model y to the ford mach-e

https://www.youtube.com/watch?v=m1kHsd3Ocxc&t=610s&ab_channel=MunroLive

It's not interesting,it's an embarrassment to Ford.Lets not forget Sandy Monro says Ford Mach E is Tesla's nearest competition and Ford's Engineering is terrible so I'd hate to see what the other EV vehicles are like..and when they get to we're Tesla is today, Tesla will be another decade ahead of the rest.. game over Tesla, you win take my money!

LaserEyeKiwi
30-07-2021, 12:38 AM
Interesting earnings this week to say the least - Tesla earned over $1.14 Billion in profit for the quarter by selling 200k cars, surpassing fords $1.1 Billion in profit from selling 784k vehicles (Ford actually had a loss from its vehicle division - all the profit came from non-vehicle operations).

a sign of the times.

Arthur
01-08-2021, 08:03 PM
Interesting that you think such a fast growing company should trade on a PE of 14 Crypto. Remind me again what the PE of Bitcoin is. Or is Bitcoin just a greater fool theory "investment" with no actual earnings at all?

Arthur
02-08-2021, 10:19 AM
Two new factories should be producing next year. https://public.flourish.studio/visualisation/467928/ is the growth record so far.

TeslaGod
03-08-2021, 02:55 PM
Yeah but that's extremely weak for a.company valued at 670 billion dollars...
1 billion of profits..

Lol
Look at the difference

1->670

Hugeeeeee difference....

Needs to be making 50 times high profit to support that market cap ... attt leastttttt

Tesla is a growth company.It has already shown in the last earnings it has the capability to comfortable grow into its valuation.(just wait for the next) The EV market world wide hasn't even begun to get going and when it does , expect a multi trillion dollar company and a share price of $3000 plus.

TeslaGod
04-08-2021, 09:57 PM
I was happy with over 200,000 deliveries and 206,000 made past quarter this should be great for financials.I wouldn't be surprised with a 10% share price increase over the next few weeks.

Well that went well above 10%

Reiterate my price target $1100 in 6 to 12 months easy.

TeslaGod
05-08-2021, 02:18 PM
Looking forward to Tesla A.I day, rumors about on news of Tesla may be entering robotics.Tesla already has the most advanced a.i driving system ever designed , robotics seems like the only natural next stage, but we will see.

TeslaGod
06-08-2021, 02:43 PM
Really disheartening Tesla and Elon Musk wasn't invited to the White house for Bidens EV goals this decade.

Yet they invited there union mates car makers Ford and GM.

Politics shouldn't be involved when it comes to the environment and business.

Arthur
06-08-2021, 04:33 PM
All is not what it seems TG. Biden passed Tesla a perfect hand.

Mepco
06-08-2021, 05:09 PM
All is not what it seems TG. Biden passed Tesla a perfect hand.

I hope your right, I knew the ICE makers were anti Tesla, and also the oil companies, and also the unions, and also the media (because Tesla dont advertise), but now it seems they have there own American bought government against them as well.

TeslaGod
06-08-2021, 05:23 PM
All is not what it seems TG. Biden passed Tesla a perfect hand.
I agree , still frustrating.

TeslaGod
06-08-2021, 05:37 PM
I agree , still frustrating.
Ice Union president :

"While the UAW notes that the companies have made voluntary commitments on Electric Vehicles, the UAW focus is not on hard deadlines or percentages, but on preserving the wages and benefits that have been the heart and soul of the American middle class."

I read "Tesla will be cheaper to manufacture and more profitable"

JBmurc
08-08-2021, 11:15 PM
Ice Union president :

"While the UAW notes that the companies have made voluntary commitments on Electric Vehicles, the UAW focus is not on hard deadlines or percentages, but on preserving the wages and benefits that have been the heart and soul of the American middle class."

I read "Tesla will be cheaper to manufacture and more profitable"

Really cheaper tell that to the miners >>> Tesla and other EV makers more minerals >> the miners having to deal with Enviro nightmare of Regs ...

https://www.bloomberg.com/news/articles/2021-03-19/the-world-will-need-10-million-tons-more-copper-to-meet-demand

https://www.reuters.com/business/energy/shortages-flagged-ev-materials-lithium-cobalt-2021-07-01/

“Ironically, a keener focus on the environmental impact of mining activities has left the industry unable to respond quickly to market deficits through new supply, despite the price being well above an incentive price,” Sporre and Cosgrove wrote.

The irony isn’t likely lost on the top brass of the world’s biggest copper producers. Freeport Chief Executive Officer Richard Adkerson told an industry gathering last week that even if copper soared to $10 a pound tomorrow, it would take his company seven or eight years to get new production to the market.

TeslaGod
09-08-2021, 09:54 AM
Really cheaper tell that to the miners >>> Tesla and other EV makers more minerals >> the miners having to deal with Enviro nightmare of Regs ...

https://www.bloomberg.com/news/articles/2021-03-19/the-world-will-need-10-million-tons-more-copper-to-meet-demand

https://www.reuters.com/business/energy/shortages-flagged-ev-materials-lithium-cobalt-2021-07-01/

“Ironically, a keener focus on the environmental impact of mining activities has left the industry unable to respond quickly to market deficits through new supply, despite the price being well above an incentive price,” Sporre and Cosgrove wrote.

The irony isn’t likely lost on the top brass of the world’s biggest copper producers. Freeport Chief Executive Officer Richard Adkerson told an industry gathering last week that even if copper soared to $10 a pound tomorrow, it would take his company seven or eight years to get new production to the market.

Tesla raised the price of there cars recently (not plaid) most likely to offset higher commodities cost .

Tesla can afford to do this because they are in such high demand for there products.

There is a wait time of (up to) 8 months which shows people are willing to wait and also pay a premium for TESLA'S.

JBmurc
09-08-2021, 10:10 AM
Tesla raised the price of there cars recently (not plaid) most likely to offset higher commodities cost .

Tesla can afford to do this because they are in such high demand for there products.

There is a wait time of (up to) 8 months which shows people are willing to wait and also pay a premium for TESLA'S.

Yes many delays we are waiting on a new SUV ...maybe later SEPT >> ..

TeslaGod
09-08-2021, 12:42 PM
Yes many delays we are waiting on a new SUV ...maybe later SEPT >> ..
I hope that's an EV you ordered.

Just concerned about the resale price if an ICE vehicle.

TeslaGod
09-08-2021, 08:18 PM
Jefferies analyst raise TSLA price target from hold $700 to a buy $850 pt

JBmurc
09-08-2021, 09:43 PM
I hope that's an EV you ordered.

Just concerned about the resale price if an ICE vehicle.

Not worried >>> maybe next one we will get the Plug in HYbrid

TeslaGod
20-08-2021, 02:16 PM
Tesla bot (humanoid) coming next year.

Replacing manual labour jobs.

Musk predicted universal basic income to those losing there manual labor jobs .

Tesla stock to Mars.

JBmurc
20-08-2021, 05:21 PM
Tesla bot (humanoid) coming next year.

Replacing manual labour jobs.

Musk predicted universal basic income to those losing there manual labor jobs .

Tesla stock to Mars.

really so the likes of 300mill+ India workers paid peanuts per day ..will be replaced by humanoids that will likely cost mega dollars ea ?

TeslaGod
20-08-2021, 06:03 PM
really so the likes of 300mill+ India workers paid peanuts per day ..will be replaced by humanoids that will likely cost mega dollars ea ?
I doubt this technology will be developed for developing nations .

With high scale production these like all technology will eventually come down in price.

The Tesla bots will be far more productive than a human manual labourer from Western society.

They are likely to work 24 hours a day 7 days a week 365 days of the year with no union members.

This will drive down wage inflation pushing interest rates to negative world wide.

Universal basic income will become a must moving forward.(no need for me I own the company)

FTG
20-08-2021, 06:34 PM
I doubt this technology will be developed for developing nations .

With high scale production these like all technology will eventually come down in price.

The Tesla bots will be far more productive than a human manual labourer from Western society.

They are likely to work 24 hours a day 7 days a week 365 days of the year with no union members.

This will drive down wage inflation pushing interest rates to negative world wide.

Universal basic income will become a must moving forward.(no need for me I own the company)


And following is another prophecy for you. Just remember, you heard it here first folks! :)

If & when TeslaGod's prophecy fully comes to life (let's face it there's a fair chance - automation & AI is already a well entrenched trend), then Governments will move to protect their tax & "control" base. They will claim to have no choice but to implement Robot levies/payroll taxes AND remove any related interest tax deductibility AND exclude eligibility for a) depreciation on robot/AI assets b) exclude R & D credits on robots/AI.

An interesting world it would maketh. What other unintended consequences will emerge I wonder.

TeslaGod
20-08-2021, 06:49 PM
Tesla has begun the end of the internal combustion engine car.

This is the natural next stage of the companies evolution.

https://youtu.be/VsbgCPOW1HQ

JBmurc
20-08-2021, 07:13 PM
I doubt this technology will be developed for developing nations .

With high scale production these like all technology will eventually come down in price.

The Tesla bots will be far more productive than a human manual labourer from Western society.

They are likely to work 24 hours a day 7 days a week 365 days of the year with no union members.

This will drive down wage inflation pushing interest rates to negative world wide.

Universal basic income will become a must moving forward.(no need for me I own the company)


I don't disagree the future will see Billions out of work ..because of Tech - ROBOTs etc ...

I don't think the upper classes will care much for UBI .for the masses what will they do we do have climate change issues less humans less emissions ?? .. if their use is gone ?? does the farmer keep the COW when it stops milking ? straight to the Slaughterhouse..

TeslaGod
20-08-2021, 10:48 PM
I don't disagree the future will see Billions out of work ..because of Tech - ROBOTs etc ...

I don't think the upper classes will care much for UBI .for the masses what will they do we do have climate change issues less humans less emissions ?? .. if their use is gone ?? does the farmer keep the COW when it stops milking ? straight to the Slaughterhouse..
Answers

-Western population as well as China is already declining through lower birth rates

-Humans are very resilient, I retired relatively young and still never seem to have enough hours in the day.

-I guess the cow may go the way of the horse and cart,who knows.

One thing is certain, technology has sent gdp to the moon.

https://ourworldindata.org/grapher/world-gdp-over-the-last-two-millennia

fungus pudding
21-08-2021, 08:06 AM
I don't disagree the future will see Billions out of work ..because of Tech - ROBOTs etc ...

I don't think the upper classes will care much for UBI .for the masses what will they do we do have climate change issues less humans less emissions ?? .. if their use is gone ?? does the farmer keep the COW when it stops milking ? straight to the Slaughterhouse..

Whether or not it is clear to you, no doubt the universe is unfolding as it should. (Desiderata - Max Ehrmann)

https://www.youtube.com/watch?v=5m-6o41CpHw (Les Crane version)

JBmurc
21-08-2021, 06:57 PM
Answers

-Western population as well as China is already declining through lower birth rates

-Humans are very resilient, I retired relatively young and still never seem to have enough hours in the day.

-I guess the cow may go the way of the horse and cart,who knows.

One thing is certain, technology has sent gdp to the moon.

https://ourworldindata.org/grapher/world-gdp-over-the-last-two-millennia

https://www.bbc.com/news/world-asia-china-58277473

TeslaGod
21-08-2021, 09:44 PM
https://www.bbc.com/news/world-asia-china-58277473

China definitely needs to add to its population to keep up it's low paid workforce serving the western world as well as servicing an aging population.

Also to keep there economy growing

However

Once Tesla have mass produced these humanoids
the outsourced cheap labour will return to the wealthy western countries leaving cheap Asian labour to eventually evaporate.

Tesla could end Chinas plans of world domination.

I see a prototype in the next 12 to 24 months and mass production beginning in 5 years.

This all plays out over the decade.

I'm Overweight TSLA

JBmurc
21-08-2021, 10:11 PM
China definitely needs to add to its population to keep up it's low paid workforce serving the western world as well as servicing an aging population.

Also to keep there economy growing

However

Once Tesla have mass produced these humanoids
the outsourced cheap labour will return to the wealthy western countries leaving cheap Asian labour to eventually evaporate.

Tesla could end Chinas plans of world domination.

I see a prototype in the next 12 to 24 months and mass production beginning in 5 years.

This all plays out over the decade.

I'm Overweight TSLA

Will be interesting how much these humanoids will cost to build and maintain ... yet another demand on resources ...

TeslaGod
21-08-2021, 10:28 PM
Will be interesting how much these humanoids will cost to build and maintain ... yet another demand on resources ...
I watched A.I day, they are developing technology and batteries no one can dream of, the other ev makers don't stand a chance.

A Tesla ev rarely needs maintenance, so most likely these Tesla bots will either.

The great thing is Elon said he was willing to licence out this technology to other companies.

That's game over,there is no Android vs Apple.

Just Tesla.

TeslaGod
21-08-2021, 11:54 PM
Tesla need this because the Car business will sink them...

Atleast I invest in something that actually exists.

TeslaGod
23-08-2021, 01:12 PM
I doubt this technology will be developed for developing nations .

With high scale production these like all technology will eventually come down in price.

The Tesla bots will be far more productive than a human manual labourer from Western society.

They are likely to work 24 hours a day 7 days a week 365 days of the year with no union members.

This will drive down wage inflation pushing interest rates to negative world wide.

Universal basic income will become a must moving forward.(no need for me I own the company)
I wonder why David Chaston from interest.co.nz didn't once mention Tesla in this clip?

Oh that's right Tesla don't pay for advertising in mainstream media.

https://youtu.be/9o9dqn4PS60

JBmurc
23-08-2021, 01:38 PM
I watched A.I day, they are developing technology and batteries no one can dream of, the other ev makers don't stand a chance.

A Tesla ev rarely needs maintenance, so most likely these Tesla bots will either.

The great thing is Elon said he was willing to licence out this technology to other companies.

That's game over,there is no Android vs Apple.

Just Tesla.

Yes ....I presently reading the book "Capital" on the history and demands India has centred around "Delhi" in the north....

around 17-20mill people try entering the workforce per year in India ... add in China ... thats a massive amount of people looking for work just in two major populations ... if the future is A.I taking away jobs from the present workforce ??

going be some major famines, civil unrest

TeslaGod
23-08-2021, 01:51 PM
Yes ....I presently reading the book "Capital" on the history and demands India has centred around "Delhi" in the north....

around 17-20mill people try entering the workforce per year in India ... add in China ... thats a massive amount of people looking for work just in two major populations ... if the future is A.I taking away jobs from the present workforce ??

going be some major famines, civil unrest
I wouldn't be investing capital into developing nations ,it sounds like Tesla bots will be able to do jobs most humans can do.

Thankfully we live in a developed wealthy nation

I guess our world class farmers won't need to import low paid labour in the next 10 years.

TeslaGod
23-08-2021, 11:07 PM
Tesla is becoming more profitable by the day as free cashflow boom's higher after Capex

Tesla running out of debt fast !

Can't say the same for dying ICE maker's.

Financial year 2021 Tesla 2h free cash flow looking at 3billion.

Forecast financial year 2022 free cash flow 11Billion

No brainer , Tesla will hit investment grade first half 2022 if not earlier.

Still Overweight Tesla

Price target 1000 to 1100 6 to 12 months.

3k to 4k PT in 48 to 60 months.

Joshuatree
24-08-2021, 02:28 PM
What about all the EV comp coming.Tesla was way ahead of the pack.The pack is increasing hugely and making big gains. You can order a Ford F150 EV ute for re US$ 40,000 , 300 mile range.



few key F-150 Lightning specs:



The 2022 Ford F-150 Lightning is a five-passenger SuperCrew cab with a 5.5-foot bed. These are the same dimensions as its conventional counterpart, meaning common accessories and equipment will work and fit just the same.
Maximum payload of 2,000 pounds, of which 400 pounds can go in the frunk where the engine used to be.
It can tow up to 10,000 pounds.
With extended battery: 563 horsepower, 775 lb-ft of torque, and a driving range of about 300 miles on a single charge.
With standard battery: 426 hp, 775 lb-ft, and a range of about 230 miles.
Front and rear motors provide standard all-wheel drive, and skidplates protect the underbody while off-roading.
It retains the full-size spare tire in the back.





Just as sudden as an actual lightning strike, the F-150 Lightning becomes the quickest and most powerful F-150 in the lineup. Ford estimates it can accelerate from 0 to 60 mph in 4.4 seconds (https://www.motortrend.com/news/2022-ford-f-150-lightning-acceleration-time-president-biden/). The quickest Ford F-150 MotorTrend has tested was the previous-generation off-road Raptor model, with a best time of 5.2 seconds.






Another key point: The 2022 Ford Lightning becomes the first F-150 to get an independent rear suspension—necessary for packaging the rear motor—along with its corresponding benefits to ride and handling. The truck does not have air suspension.

In other words, the Lightning not only goes electric but also addresses common complaints people have of most trucks: fuel economy, ride, and handling.


https://www.sharetrader.co.nz/data:image/svg+xml,%3csvg fill='none' height='24' viewBox='0 0 24 24' width='24' xmlns='http://www.w3.org/2000/svg'%3e%3cpath clip-rule='evenodd' d='m8 2h12c1.1 0 2 .9 2 2v12c0 1.1-.9 2-2 2h-12c-1.1 0-2-.9-2-2v-12c0-1.1.9-2 2-2zm12 14v-12h-12v12zm-8.5-4.33 1.69 2.26 2.48-3.1 3.33 4.17h-10zm-9.5 8.33v-14h2v14h14v2h-14c-1.1 0-2-.9-2-2z' fill='%23fff' fill-rule='evenodd'/%3e%3c/svg%3eSEE ALL 73 PHOTOS
How Else Does The Lightning Differ From The Standard F-150?


Riding on a new EV platform, with the latest electrical architecture and fourth-generation electronics, the F-150 Lightning becomes the smartest and most connected truck in Ford's lineup, offering a new wealth of features and apps, along with a giant 15.5-inch touchscreen to access many of them.

It also makes it easier to receive over-the-air software updates (https://www.motortrend.com/news/ford-alexa-bluecruise-over-the-air-updates-connectivity/) throughout its lifetime to address potential issues and to also update and add new features, such as better maps, seamless charging and payment, or enhanced BlueCruise, Ford's hands-free highway-driving assist system (https://www.motortrend.com/news/ford-bluecruise-level-2-driver-assist/).

Please Repeat That Starting MSRP Again …


Perhaps the most startling Lightning feature is its starting price. As mentioned, the base work truck starts at $41,669 and is available for both retail and fleet customers. It is one of four trims; the others are the popular XLT (which starts at $54,669), Lariat (starting price forthcoming), and Platinum (about $90,000).

For comparison, the 2022 GMC Hummer EV electric pickup (https://www.motortrend.com/cars/gmc/hummer-ev/2022/) launches this fall with the fully loaded Edition 1 (https://www.motortrend.com/news/2022-gmc-hummer-ev-pickup-first-look-review/), which starts at $112,595. The lowest trim, the EV2, runs $79,995 and won't be available until 2024. You can buy two Lightning XLTs for the price of a Hummer Edition 1. Another competitor, the 2021 Rivian R1T (https://www.motortrend.com/cars/rivian/r1t/2021/) that goes on sale next month, starts at $67,500 (https://www.motortrend.com/news/2021-rivian-r1s-suv-r1t-pickup-ev-configurators/). Tesla (https://www.motortrend.com/cars/tesla/model-x/2021/)continues to develop the Cybertruck, which it wants to sell for $39,900 (https://www.motortrend.com/news/tesla-cybertruck-pricing-start-39995/), but past experience suggests it will sticker for much more, and the launch date, potentially by year end (https://www.motortrend.com/news/first-2022-tesla-cybertruck-deliveries-could-start-this-year/), may be fluid going on late.

Ford is taking reservations for the Lightning now, requiring a $100 deposit to get on the list. Officials won't say how many orders will constitute a sold-out first model year, but the company expects strong demand. About 2,300 of Ford's 3,000 U.S. dealers are certified to sell and service EVs, and the Lightning initially will only be available in North America.

Meet Ford's New Skateboard (And Battery)


The 2022 Ford F-150 Lightning has been in the works for about three years, and it is the first vehicle on a new dedicated electric-vehicle platform. The skateboard was designed from the ground up with a new frame positioning the battery pack between the rails, extending between the front and rear motors. There are no plans to add a third motor for performance. An exoskeleton, waterproof casing, and full-body metal skidplates protect the battery.

Ford did not reveal the size of the Lightning's pouch-style lithium-ion battery packs. The high-energy-density cells use a nickel-manganese-cobalt cathode chemistry with particularly low cobalt loading. They will come from the new SK Innovation battery plant in Georgia. For repairs, technicians will be able to remove suitcase-sized sections of the battery.






The skateboard is flat and low, which makes loading items into the front trunk (frunk) easier. The front suspension was also bolstered to give the frunk a payload of 400 pounds.

Batteries are heavy, and the truck weighs about 6,500 pounds, roughly 1,000 more than the same truck with the 3.5-liter engine. The batteries alone weigh about 1,800 pounds, Ford officials told President Joe Biden during a tour of the Rouge Complex in Dearborn, Michigan, where the truck will be assembled. Biden later took one of the Lightnings for a spin in an empty lot, with a U.S. Secret Service agent in the passenger seat. "This sucker's quick," the commander in chief said afterward.


https://www.sharetrader.co.nz/data:image/svg+xml,%3csvg fill='none' height='24' viewBox='0 0 24 24' width='24' xmlns='http://www.w3.org/2000/svg'%3e%3cpath clip-rule='evenodd' d='m8 2h12c1.1 0 2 .9 2 2v12c0 1.1-.9 2-2 2h-12c-1.1 0-2-.9-2-2v-12c0-1.1.9-2 2-2zm12 14v-12h-12v12zm-8.5-4.33 1.69 2.26 2.48-3.1 3.33 4.17h-10zm-9.5 8.33v-14h2v14h14v2h-14c-1.1 0-2-.9-2-2z' fill='%23fff' fill-rule='evenodd'/%3e%3c/svg%3eSEE ALL 73 PHOTOS
Charging The 2022 Ford F-150 Lightning


All trucks come with a mobile charger that can either plug into a standard 240-volt outlet, which provides about 13 miles per charging hour at 32 amps, or into a regular 120-volt outlet to charge at 3 miles per hour. The new 80-amp home charger, Ford Charge Station Pro, is the better way to go, charging up 30 miles of range in an hour and getting the larger extended-range battery from 15 to 100 percent charge in about eight hours.

At a DC fast charger, the extended-range Lightning can gain 54 miles of range in 10 minutes and charge from 15 to 80 percent in about 41 minutes. The charge port is on the front driver's side of the vehicle, as opposed to the Hummer, which puts the port at the back of the truck on the assumption owners will back into the charger stations.

The Lightning uses 400-volt charging, as compared with 800-volt charging for the Hummer.

Ford has cobbled together a network of 63,000 charge plugs from assorted partners, and the number grows. On-screen apps help find available chargers and are supposed to show, in real time, if they are working and available. Customers can use the FordPass app to access them. Buyers will receive the first 250 kW free, which should be good for about four full charges. The onboard Intelligent Range feature will figure out the best places to recharge, factoring in weather, traffic, payload (determined by onboard sensors), towing weights, your driving habits, and more, to adjust the range accordingly.


https://www.sharetrader.co.nz/data:image/svg+xml,%3csvg fill='none' height='24' viewBox='0 0 24 24' width='24' xmlns='http://www.w3.org/2000/svg'%3e%3cpath clip-rule='evenodd' d='m8 2h12c1.1 0 2 .9 2 2v12c0 1.1-.9 2-2 2h-12c-1.1 0-2-.9-2-2v-12c0-1.1.9-2 2-2zm12 14v-12h-12v12zm-8.5-4.33 1.69 2.26 2.48-3.1 3.33 4.17h-10zm-9.5 8.33v-14h2v14h14v2h-14c-1.1 0-2-.9-2-2z' fill='%23fff' fill-rule='evenodd'/%3e%3c/svg%3eSEE ALL 73 PHOTOS

TeslaGod
24-08-2021, 02:43 PM
Ford and all ICE vehicle maker's will have to run at a loss for a decade to catch up to Tesla.

How can an ICE vehicle manufacturers change 50 to 100% of there core business that they have been running for 50 to 100 years and not expect to hurt there bottom lines.

Tesla is becoming profitable by the billions.

Ford has to rely on Investors and government handouts accepting a loss for years while Tesla has already been through this stage over a decade ago.

By the time these dinosaur companies catch up TESLA will be in full production mode of there TESLA bot, and will have solved fully automated driving.

TeslaGod
24-08-2021, 03:08 PM
Less than a 100% return in 6 to 12 months is average especially considering stockmarkets are in bubble blow off top territory...

Probably because I invest in real assets with real money not make believe currency.

TeslaGod
24-08-2021, 03:21 PM
@Joshuatree

I just don't think people realise how hard it is to manufacture electric vehicles , then do it at a large scale at TESLA'S rates.

Most will fail as has shown in the history of ICE maker's.

Musk has said he only wants 20% of the world market share, I think he's just being polite because he already knows what's going to happen to TESLA'S competitors this decade.

Your not building a smartphone to compete with Apple, your trying to mass produce a robot on 4 wheels that is beginning to think for itself.

101nick101
26-08-2021, 02:49 PM
@Joshuatree

I just don't think people realise how hard it is to manufacture electric vehicles , then do it at a large scale at TESLA'S rates.

Most will fail as has shown in the history of ICE maker's.

Musk has said he only wants 20% of the world market share, I think he's just being polite because he already knows what's going to happen to TESLA'S competitors this decade.

Your not building a smartphone to compete with Apple, your trying to mass produce a robot on 4 wheels that is beginning to think for itself.

Thoughts on Lucid Motors?

TeslaGod
26-08-2021, 03:17 PM
Thoughts on Lucid Motors?

I like a lot of these EV companies.

The problem is, which is going to make it through , how and why.

Most believe they will follow Tesla's success, most people don't realise how many car maker's have failed.https://stacker.com/stories/5360/50-car-companies-no-longer-exist

If you're into gambling on the next Tesla you might as well put that capital into crypto , the chances of finding the next Tesla are slim at best.

Tesla has much safer odds , all financials show the company is only increasing its compacity.

Tesla is a growth company with a story, trying to replicate that is next to impossible.

101nick101
26-08-2021, 03:29 PM
I like a lot of these EV companies.

The problem is, which is going to make it through , how and why.

Most believe they will follow Tesla's success, most people don't realise how many car maker's have failed.https://stacker.com/stories/5360/50-car-companies-no-longer-exist

If you're into gambling on the next Tesla you might as well put that capital into crypto , the chances of finding the next Tesla are slim at best.

Tesla has much safer odds , all financials show the company is only increasing its compacity.

Tesla is a growth company with a story, trying to replicate that is next to impossible.

Ah yes I fondly remember my first Saturn...

Have small holdings in NIO, Lucid Motors & Hyliion. It's a very crowded space and all current manufacturers have been developing their own EVs. I do wonder when Apple will launch their own car, it's very public knowledge that they've been stealing Tesla engineers for years. One things for certain Tesla will be at the front of the train.

Joshuatree
26-08-2021, 03:38 PM
Ford says reservations for F-150 Lightning electric pickup top ...https://www.cnbc.com (https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwids4ed4c3yAhUS4jgGHTOiBNUQtwJ6BAgPEAM&url=https%3A%2F%2Fwww.cnbc.com%2F2021%2F07%2F28%2F ford-says-reservations-for-f-150-lightning-electric-pickup-top-120000.html&usg=AOvVaw2dxDEOjicLn7My7T8QjsYv) › 2021/07/28 › ford-says-reservati...

TeslaGod
26-08-2021, 03:52 PM
Ford says reservations for F-150 Lightning electric pickup top ...https://www.cnbc.com (https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwids4ed4c3yAhUS4jgGHTOiBNUQtwJ6BAgPEAM&url=https%3A%2F%2Fwww.cnbc.com%2F2021%2F07%2F28%2F ford-says-reservations-for-f-150-lightning-electric-pickup-top-120000.html&usg=AOvVaw2dxDEOjicLn7My7T8QjsYv) › 2021/07/28 › ford-says-reservati...

Ford share price in May 9 1997 $13.29

Ford (F)@ Market close today $13.17

Imagine if you invested in this company if you were born in 1997.

Ford has to run there company at a loss to change the make up of there company into EVs.

They will most likely go bankrupt unless they rely on government support, as we have seen with Holden in Australia (and NZ) government support will eventually dry out.

Most of these legacy ICE manufacturers will eventually go under in the next decade or so.

Joshuatree
26-08-2021, 03:55 PM
Ford PE 15.56
Tesla PE 387 ish

TeslaGod
26-08-2021, 04:10 PM
Ford PE 15.56
Tesla PE 387 ish

And falling

Remember when Tesla's PE was 1000 only in February and only 5 months later it's 387.

Tesla will be investment grade early next year.

Joshuatree
26-08-2021, 04:16 PM
I hope so for my mate who has all his money in tesla and is amultibagger atp, but alot of contenders snapping at the wheels, lifting legs even;). Ford has a huge following of ICE F100 owners, they will switch to the EV version through all the dealerships and relationships they have with those country wide dealers.

TeslaGod
26-08-2021, 04:26 PM
I hope so for my mate who has all his money in tesla and is amultibagger atp, but alot of contenders snapping at the wheels, lifting legs even;). Ford has a huge following of ICE F100 owners, they will switch to the EV version through all the dealerships and relationships they have with those country wide dealers.

I don't doubt that Ford has a big following in the US.

But as an investment, it can't compete with the future.

Ford replaced the horse and cart

Tesla will replace Ford, I can guarantee that.

Joshuatree
26-08-2021, 04:30 PM
Im very sad you said those last 4 words.

101nick101
26-08-2021, 04:51 PM
I don't doubt that Ford has a big following in the US.

But as an investment, it can't compete with the future.

Ford replaced the horse and cart

Tesla will replace Ford, I can guarantee that.

What's your ADC in Tesla and if you didn't own stock would you average in or have a target in mind?

TeslaGod
26-08-2021, 04:58 PM
Im very sad you said those last 4 words.

I was sad When Holden ended in OZ

I got over it.

TeslaGod
26-08-2021, 05:18 PM
What's your ADC in Tesla and if you didn't own stock would you average in or have a target in mind?

711 today my PT 1000 to 1100 in 6 to 12 months.


Catalyst
Berlin open
Texas open
Cyber
Tesla A 25k model
FSD next year released
Roadster
Semi
First million produced year

3k to 4k in 48 to 60 months.

All the above catalyst plus 50% yoy growth.
As Wall Street wakes up to this, stock becomes more stable.

Ignore Fud Ignore politics



I take profit's when prices are frothy like February this year, I'll do the same next year.

I'm overweight now but get greedy when it falls.

TeslaGod
26-08-2021, 05:28 PM
711 today my PT 1000 to 1100 in 6 to 12 months.


Catalyst
Berlin open
Texas open
Cyber
Tesla A 25k model
FSD next year released
Roadster
Semi
First million produced year

3k to 4k in 48 to 60 months.

All the above catalyst plus 50% yoy growth.
As Wall Street wakes up to this, stock becomes more stable.

Ignore Fud Ignore politics



I take profit's when prices are frothy like February this year, I'll do the same next year.

I'm overweight now but get greedy when it falls.

My numbers based on US 10year treasuries up to approx 2%

Joshuatree
26-08-2021, 06:40 PM
Im very sad you said those last 4 words.

Because when people say that i know they are Experts, Something that was and a drip out of control; and that what ever they say cannot be taken seriously.

TeslaGod
26-08-2021, 06:53 PM
Because when people say that i know they are Experts, Something that was and a drip out of control; and that what ever they say cannot be taken seriously.

If you want to go and put a lazy 10 or 20k on Ford stock nobody's stopping you.

Imagine how much it will be worth in 10 years...

Arthur
26-08-2021, 07:59 PM
I hope so for my mate who has all his money in tesla and is amultibagger atp, but alot of contenders snapping at the wheels, lifting legs even;). Ford has a huge following of ICE F100 owners, they will switch to the EV version through all the dealerships and relationships they have with those country wide dealers.
The EV market in the USA can grow 10 fold and still not catch up with much of the world. There is plenty of room for Ford to go EV, the trouble they will have with the Ford EV truck is that it eats their most profitable market - ICE trucks. Cybertruck will take some of Tesla's traditional sales, but will not appeal to all Tesla owners.

LaserEyeKiwi
28-08-2021, 03:39 AM
My current conservative earnings model through 2023 gives the following EPS:

2021FY: $4.65 EPS
2022FY: $12.09 EPS
2023FY: $19.45 EPS

At current share price of $700, it’s trading at ~35x my 2023 earnings estimate. Fairly cheap for such a high growth company.

TeslaGod
28-08-2021, 09:47 AM
Wall st hasn't caught on yet

Set up looking like a break out to upside will begin our summer after earnings report and deliveries

Fed taper talk already priced in

Fed not looking at raising OCR possibly until 2nd half 23

TeslaGod
28-08-2021, 10:52 AM
This is the problem with the new EV maker's like Rivian .

The want to go public with an IPO valuation of 80b.

... without selling a single car? they believe they are already bigger than Ford ?

I hope they do well but to get up to even a quarter TESLA'S scale across the world it's a VERY VERY long hard road.

When mainstream media say opposition is coming, I'm not losing sleep over my large investment in Tesla.

fungus pudding
28-08-2021, 11:21 AM
This is the problem with the new EV maker's like Rivian .

When mainstream media say opposition is coming, I'm not losing sleep over my large investment in Tesla.

Strangely enough - I don't give two hoots about it either.

TeslaGod
28-08-2021, 12:10 PM
Strangely enough - I don't give two hoots about it either.

Typo.......

TeslaGod
28-08-2021, 03:50 PM
"Don't look for buybacks here.. Tesla's expenditure on solving transport and autonomy is on track to surpass that of NASA by mid decade.."

Morgan Stanley.

TeslaGod
28-08-2021, 04:00 PM
My current conservative earnings model through 2023 gives the following EPS:

2021FY: $4.65 EPS
2022FY: $12.09 EPS
2023FY: $19.45 EPS

At current share price of $700, it’s trading at ~35x my 2023 earnings estimate. Fairly cheap for such a high growth company.
Is that non GAAP EPS adjusted (fully diluted)

LaserEyeKiwi
28-08-2021, 04:13 PM
Is that non GAAP EPS adjusted (fully diluted)

GAAP Basic.

pasted model below, but this forum pixelises it quite a bit (slightly better resolution if you click on image)

but you’ll see I’m quite conservative on things like Energy and assume a slow ramp up of new models (and no $25k model included yet)

12894

TeslaGod
28-08-2021, 04:21 PM
US 10y treasury sold off on Jerome Powell taper talk over night down -2.24% to 1.312 my 1100 PT has TNX to aprox 2.00 (inflation looking transitory Fed) so still looking strong for Tesla and other growth stocks.

TeslaGod
28-08-2021, 04:25 PM
GAAP Basic.

pasted model below, but this forum pixelises it quite a bit (slightly better resolution if you click on image)

but you’ll see I’m quite conservative on things like Energy and assume a slow ramp up of new models (and no $25k model included yet)

12894

Sweet... some good reading for me in lockdown

TeslaGod
28-08-2021, 04:25 PM
GAAP Basic.

pasted model below, but this forum pixelises it quite a bit (slightly better resolution if you click on image)

but you’ll see I’m quite conservative on things like Energy and assume a slow ramp up of new models (and no $25k model included yet)

12894

Typo sorry

TeslaGod
30-08-2021, 10:20 PM
Reports coming out of India Tesla may be setting up shop there.

dln
30-08-2021, 11:53 PM
Reports coming out of India Tesla may be setting up shop there.
Will be the new TeslaBot factory - putting suits on cheap Indian "internal components".
The current spec will remain the same for the foreseeable future.

TeslaGod
31-08-2021, 09:09 AM
TSLA 50 day MA crossed the 200 day moving average, should be bullish sign with my catalysts

TeslaGod
31-08-2021, 09:25 AM
If tesla survives the market reset then $100 bucks max a share.... and that's being generous...

You are obv too emotional and blind in love with your sweetheart... when your fantasy honeymoon wears off, then it be a one way trip straight to the cleaners...
Tesla can increase output 10 times and there will still be no material change net profit...
Tesla will have to sell some assets, like the robo taxis etc Tesla have all the tech but useless profits ...
Only in the mania stage of the market with a blow off top could the market put a $620 billion dollar valuation on a company that has to jig the books to make a couple of billion dollars.. LOL....

Tesla is a financial and cashflow nightmare ...

I love looking back reading these posts

How's that $100 price target going?

TeslaGod
31-08-2021, 09:32 AM
Although Tesla is the market leader in EV.

Autonomous driving is a must.

Competitors will have there version in 5 to 10 years.

It will be a must and apart of your requirement to enter this space..it will also be very expensive.

Tesla already ahead in Technology and price.

TeslaGod
31-08-2021, 08:25 PM
Tesla received approval for 4 models in India.

There's over 10million people with an income of $30,800 USD and up in India.

Rumors India may cut import tax to have Teslas made or imported in India.

TeslaGod
31-08-2021, 08:33 PM
Tesla received approval for 4 models in India.

There's over 10million people with an income of $30,800 USD and up in India.

Rumors India may cut import tax to have Teslas made or imported in India.

If they can get into India, 25k Model A will crush competition.

Model A at 25k with FSD is end game.. for every one else.

TeslaGod
31-08-2021, 08:54 PM
US 10 year treasury falling (again) to 1.271%

Tesla up in pre market to $735 most likely on news coming out of India.

TeslaGod
02-09-2021, 01:08 PM
Equities higher on U.S August ADP payroll data of 374k versus estimates of 625k

RBNZ may pay attention to this

PT TSLA 1000 to 1100 6 to 12 months.

101nick101
02-09-2021, 02:03 PM
Woke up at 4am to buy Lucid Motors dips this morning. Will continue to DCA into Tesla each month.

TeslaGod
02-09-2021, 02:38 PM
Tesla FSD beta 10 rolls out next Friday to testers, 10.1 may be released to U.S customers publicly if successful in approximately a month.

Every step is closer to saving countless lives world wide.

Car's don't kill people, the people operating the car's do.

dln
02-09-2021, 03:18 PM
https://www.latimes.com/world-nation/story/2021-08-16/us-agency-opens-investigation-tesla-autopilot-system

TeslaGod
02-09-2021, 03:54 PM
https://www.latimes.com/world-nation/story/2021-08-16/us-agency-opens-investigation-tesla-autopilot-system

I think you should do more of your own research instead of reading mainstream media headlines.

Between 2018 and 2021 there were 11 Tesla crashes involved with first responders emergency vehicles.

On average with internal combustion engine vehicle's there are per year in the US


6500 ambulances are hit
31600 fire trucks are hit
Obviously leading to many deaths.

Most media have an interest in being anti Tesla because they don't pay for advertising.

Government departments have been told to be strict on Tesla because of there non union stance.

When Tesla has solved fully automated driving it will save countless lives.

dln
02-09-2021, 04:30 PM
Nice stat quote and conspiracy claim, but those 'estimated' figures from the first search hit are for ALL accidents, not just stationary ones being plowed directly into.
I also don't think the type of power train of the vehicle has much to do with it.

Regardless, there has been a weak spot identified in Tesla's system that they seem reluctant to admit/address - an ongoing pattern of behaviour that may hurt their future prospects.

Jay
02-09-2021, 04:36 PM
And not many tesla's compared all other vehicles on the road - which may have a bearing on the numbers

TeslaGod
02-09-2021, 04:59 PM
And not many tesla's compared all other vehicles on the road - which may have a bearing on the numbers

Exactly, Tesla's numbers in these accident's are so small you have to question why they are always under investigation, look at how many accident's are in ice vehicles.

TeslaGod
02-09-2021, 05:05 PM
Nice stat quote and conspiracy claim, but those 'estimated' figures from the first search hit are for ALL accidents, not just stationary ones being plowed directly into.
I also don't think the type of power train of the vehicle has much to do with it.

Regardless, there has been a weak spot identified in Tesla's system that they seem reluctant to admit/address - an ongoing pattern of behaviour that may hurt their future prospects.

The power train? Do we have rocket scientist on this forum because you need to be one to understand how Tesla EVs work, and the vehicle have nothing to do with it, it is driver error , always is, always will be until Tesla solve FSD.

TeslaGod
02-09-2021, 05:18 PM
Nice stat quote and conspiracy claim, but .

The government official being interviewed drive's a Tesla but has to act dumb considering they are the biggest ev manufacturers in the world..it's no conspiracy theory it's a well known fact.

https://youtu.be/hMVSFDoZcmU

TeslaGod
02-09-2021, 05:22 PM
The government official being interviewed drive's a Tesla but has to act dumb considering they are the biggest ev manufacturers in the world..it's no conspiracy theory it's a well known fact.

https://youtu.be/hMVSFDoZcmU

It's criminal how much the corrupted Union's lobby the left.

dln
02-09-2021, 05:23 PM
The power train? Do we have rocket scientist on this forum because you need to be one to understand how Tesla EVs work, and the vehicle have nothing to do with it, it is driver error , always is, always will be until Tesla solve FSD.
ICE vehicles have collision avoidance systems too, which is what the issue here is.
If any other make/model with these systems was also showing the same tendency, they would rightly be investigated too.
FWIW, FSD isn't something to be 'solved' - there will be an ongoing evolution of the systems to handle more and more situations and 'edge cases'.
There isn't a "finished" box to tick, indeed as per human drivers.
The point where that is "good enough" to use on public roads is up to legislators in each jurisdiction, not Tesla.

dln
02-09-2021, 05:25 PM
Wow, maybe I should leave you to your ongoing discussion with yourself....

TeslaGod
02-09-2021, 05:36 PM
ICE vehicles have collision avoidance systems too, which is what the issue here is.
If any other make/model with these systems was also showing the same tendency, they would rightly be investigated too.
FWIW, FSD isn't something to be 'solved' - there will be an ongoing evolution of the systems to handle more and more situations and 'edge cases'.
There isn't a "finished" box to tick, indeed as per human drivers.

Collision avoidance??

It's called a break used in conjunction with human sight, if you're driving an Ice vehicle or an EV there is no such thing as legal full self driving vehicles, you need to be in control of the vehicle at ALL TIMES, it legally state's this on the Tesla disclaimer app.

I suggest you back out of this debate before you make yourself sound even more stupid.

dln
02-09-2021, 05:45 PM
I see you are following the standard internet argument handbook issued to all Tesla / crypto fanboi's.
I'm not the one in danger, but feel free to carry on - I can't be bothered.

TeslaGod
02-09-2021, 05:59 PM
I see you are following the standard internet argument handbook issued to all Tesla / crypto fanboi's.
I'm not the one in danger, but feel free to carry on - I can't be bothered.

Somehow I think your the odd one out.

https://www.money.co.uk/investing/popular-investment-searches

dln
02-09-2021, 07:35 PM
Outstanding!
You can certainly follow a checklist, just not a rational discussion.

TeslaGod
02-09-2021, 07:51 PM
Outstanding!
You can certainly follow a checklist, just not a rational discussion.

I'm more than capable of a constructive discussion, just not with people who Google something just to paste on this thread without even bothering to research the genuine facts.

Anything I post on this forum, anywhere, I have a good to advanced understanding of the topic.

TeslaGod
02-09-2021, 09:01 PM
2021 fastest growing brand...Tesla.

Rank Brand Brand Value % Growth Category
1 Tesla 275% 🚗 Cars & Transportation
2 TikTok 158% 📱 Media & Entertainment
3 Pinduoduo 131% 🛍 Consumer Goods & Retail
4 Meituan 119% 💻 Technology
5 Moutai 103% 🍺 Food & Beverages
6 Instagram 100% 📱 Media & Entertainment
7 Uniqlo 88% 🛍 Retail
8 Lululemon 85% 🛍 Retail
9 Chipotle 82% 🌯 Food & Beverages
10 JD.com 75% 🛍 Retail

https://www.visualcapitalist.com/fastest-growing-brands-2021/

TeslaGod
03-09-2021, 02:22 PM
Cyber truck delayed until late 2022

Giga Berlin approved to begin manufacturing next month.

25k model Tesla ( possibly) may not come with steering wheel or foot pedals, FSD

Tesla expected growth of 10x(company)

TeslaGod
04-09-2021, 12:49 AM
US August payroll major fail with only 235k jobs added compared to estimates of 720k

This is good news for Tesla and other growth stocks

Lowers the chances of Fed raising the OCR, and tapering off asset purchases early

Delta possibly the main cause

I wonder if the RBNZ is paying attention to this.

US economy slowing a long with China and developing nations, why the RBNZ wants to raise the OCR in this international climate doesn’t make sense.

krb
05-09-2021, 08:57 AM
https://www.latimes.com/world-nation/story/2021-08-16/us-agency-opens-investigation-tesla-autopilot-system

To be fair, you are quoting an article form Russ Mitchell - a widely discredited Tesla Troll. Just Google “Russ Mitchell” and “incorrect Tesla claims” to see how useless he is.

To the topic at hand - There is no “Full Self driving” Tesla system in operation yet outside of a handful of beta testers. Every Tesla ships with “Autopilot” - which is not FSD, but instead a driver assist feature, much in the same way as most other manufacturers have cruise control and lane keeping systems on their cars. All these system require the driver to pay attention to the road as they are still considered to be 100% in control of the vehicle. Like other manufacturers, Tesla cars have alerts and feedback checks in operation to confirm drivers are paying attention. If someone crashes into a parked vehicle while using autopilot - then they are responsible for the crash, pretty simple really. I would bet heavily that will be the resulting findings of the safely investigation - because it’s already been the official result of every investigation of a single crash where the autopilot system was engaged.

TeslaGod
08-09-2021, 03:05 PM
Stories that Tesla has to deal with on the regular.

https://i.stuff.co.nz/motoring/300402470/louisiana-man-who-said-he-got-hit-by-a-tesla-arrested-after-video-showed-him-faking-it

Damage already done.

https://www.bloomberg.com/news/articles/2021-09-03/tesla-crash-victim-s-autopsy-shows-alcohol-exceeding-texas-limit

On a brighter note TSLA up today 2.64% compared to the Nasdaq 0.1%

Arthur
08-09-2021, 03:32 PM
I love this. My Tesla short one of the best ever. Here comes $200.

How is that short going?

TeslaGod
08-09-2021, 09:14 PM
Despite chip shortage Tesla posted record China sales in August should be good 3rd quarter results to come.

whatsup
10-09-2021, 11:38 AM
How is that short going?

OOOOOOOuch !!!

TeslaGod
16-09-2021, 10:10 PM
Proof the Union's and politicians are as corrupt as each other

Although Tesla being non union . but pay there workers well and with Shares in the company, Tesla will still kill it when Texas Giga opens even with $4500 less tax credit than the corrupted Union car maker's Ford GM

The US government bailing out these dieing Zombie companies yet again

They are so far behind, they have to bribe politicians to catch up... good luck with that.

https://www.mlive.com/news/flint/2021/09/kildee-stabenow-no-apologies-for-proposing-bigger-tax-credits-for-union-made-electric-vehicles.html

TeslaGod
18-09-2021, 03:46 PM
Morgan Stanley analyst on Tesla

https://youtu.be/7tY8yDvbeFA

5 green day's for TSLA this week.Set up looking like 2019

TeslaGod
20-09-2021, 02:02 PM
Futures down in Asia with Fed meeting this week to decide when to taper back asset purchases.

TeslaGod
20-09-2021, 04:29 PM
Elon Musk mocks President Biden after SpaceX completes first all-civilian mission


Elon Musk mocks President Biden after SpaceX completes first all-civilian mission


https://www.cnbc.com/2021/09/19/elon-musk-mocks-president-biden-after-spacex-completes-first-all-civilian-mission.html?__source=androidappshare

Panda-NZ-
20-09-2021, 05:02 PM
Elon mocks Jeff Bezos for anti aging focus:

...then donates $50m to anti-cancer efforts
https://edition.cnn.com/2021/09/19/business/elon-musk-inspiration4-spacex-donation/index.html?utm_source=optzlynewmarketribbon

Stating the obvious.. but young people dont get cancer.

TeslaGod
20-09-2021, 08:10 PM
Lot of red pre market, Im cashed Up and ready to pick up some bargains should the market drop this week ahead of the Fed meeting and fear in China market.

TeslaGod
21-09-2021, 01:03 AM
If Tesla drops below 700 as global markets panic I'm going in another 100k easy, no fear, no emotion, no doubt just conviction in my largest holding.

TeslaGod
21-09-2021, 03:44 AM
2022 is going to be a repeat of 2020 as compacity doubles with Giga Austin and Berlin.
Add 8k EV credit from sleepy Joe Biden and it's all free cake considering its 0 EV credits at the moment

I'm not even pricing in FSD either .

I just bought more,I'm hoping for a much bigger pull back this week fingers crossed.

TeslaGod
21-09-2021, 10:26 AM
Confirmed reports by ministry Trade and Chamber of commerce Tesla may be building a Giga factory in Korolov Russia. Musk talked about this earlier this year.

Mista_Trix
21-09-2021, 10:26 AM
If Tesla drops below 700 as global markets panic I'm going in another 100k easy, no fear, no emotion, no doubt just conviction in my largest holding.

You're awesome. I love how modest you are. Go you!!

Keep us updated on how awesome you are, I log in every morning hoping to see at least 3 posts to yourself, you never let me down.

It's in the name. You truly are a God amongst us mere mortals.

TeslaGod
21-09-2021, 10:33 AM
You're awesome. I love how modest you are. Go you!!

Keep us updated on how awesome you are, I log in every morning hoping to see at least 3 posts to yourself, you never let me down.

It's in the name. You truly are a God amongst us mere mortals.

I'm not modest.

I'm an arrogant prick who believes in my convictions and investments.

TeslaGod
21-09-2021, 10:59 AM
US 10 year treasury down 4.45%!!

The markets pricing in deflation.

This is good for growth stocks like Tesla.

TeslaGod
23-09-2021, 08:21 AM
TSLA soldier's on up %1.70 compared to the Nasdaq up %1.02 after Fed indicated it would start tapering soon although didn't indicate when.

Fed members remain split on when there OCR will increase looking at 2nd half 2022.

Inflation still seen as transitory although more stubborn than predicted this year.

TeslaGod
23-09-2021, 08:30 AM
It's in the name. You truly are a God amongst us mere mortals.

Wise word's but there is no need to state the obvious

TeslaGod
23-09-2021, 03:14 PM
Tesla announced that it has broken ground on a new facility called ‘Megafactory’ in Lathrop, California.

It will be used to produce Megapacks, Tesla’s biggest batteries for stationary energy storage

TeslaGod
25-09-2021, 08:31 AM
Tesla up 2.75% on close compared to Nasdaq flat on 0.03%

TSLA has now broken through April resistance of $762.

3rd quarter results looking strong/

Sleeping Joe Biden EV 8k Tax credit /

FSD 10.1 expansion .

$1000 to 1100 Per share price target 6 to 12 months.

TeslaGod
25-09-2021, 08:34 AM
Tesla up 2.75% on close compared to Nasdaq flat on 0.03%

TSLA has now broken through April resistance of $762.

3rd quarter results looking strong/

Sleeping Joe Biden EV 8k Tax credit /

FSD 10.1 expansion .

$1000 to 1100 Per share price target 6 to 12 months.

Disclaimer: I'll be taking profit's once PT hits.

TeslaGod
25-09-2021, 08:56 AM
I wonder if Michael Burry from the Big Short movie still has a Short position on Tesla of 50 million https://www.cnbc.com/2021/05/17/michael-burry-of-the-big-short-reveals-a-530-million-bet-against-tesla.html

TeslaGod
25-09-2021, 09:23 AM
Should TESLA achieve level 4 and eventually level 5 autonomous driving within 60 months TESLA will likely be the largest company in the world by Market cap, passing the likes of Apple, Amazon and Google.

Once this occurs, most modern international city dwellers will begin to no longer own car's as TESLA'S robotaxi fleet will be the main form of Transportation in the next15 years.

TeslaGod
29-09-2021, 11:08 AM
TSLA down -1.74% although held up much better than FANG and the Nasdaq composite down -2.83%

Fall in technology stocks due to 10 year treasury rising to 1.53

My Target price of $1100 in 6 to 12 months is with US 10 year treasury increasing to 2.00

Big weekend for Tesla deliveries, records expected.

Street expecting 221k deliveries

I'm expecting over 226k deliveries

This is most likely helping TSLA stock perform better than other Technology stocks.

TeslaGod
29-09-2021, 03:26 PM
Piper Sandler analyst Alexander Potter, who has an $1,800 price target on the shares, said in a research note that "Q3 will be TSLA's strongest quarter ever, and we are increasing our 2021 estimates accordingly."

Potter said Tesla would deliver 894,000 vehicles in 2021, up from his earlier estimate of 846,000.

TeslaGod
30-09-2021, 05:07 PM
Demand for Tesla's in the US has soared causing inventory from the Fremont factory to drop to extremely low levels.

TeslaGod
01-10-2021, 02:10 AM
Tesla China September vehicle deliveries should be a record of 45k compared to June's 28k.

This should have 3rd quarter deliveries around 230k Vs street of 222k.

It also dispels the fud from mainstream business media that demand in China has slowed.

TeslaGod
01-10-2021, 02:29 AM
Tesla China September vehicle deliveries should be a record of 45k compared to June's 28k.

This should have 3rd quarter deliveries around 230k Vs street of 222k.

It also dispels the fud from mainstream business media that demand in China has slowed.

Although I do comment on the TESLA'S share price

I believe there share price is not the company and the company is not the share price.

Not many Wall Street analyst understand Tesla as a company and how it is single handedly destroying the combustion engine.

Which is why I'm pissed off Tesla was not invited to the White House last month for Joe Bidens EV infrastructure bill presentation..

Because Tesla is not unionised.

Like the Union controlled Labour party of New Zealand, the democrats are controlled by the same corrupt Unions in the US.

TeslaGod
01-10-2021, 02:59 AM
Although I do comment on the TESLA'S share price

I believe there share price is not the company and the company is not the share price.

Not many Wall Street analyst understand Tesla as a company and how it is single handedly destroying the combustion engine.

Which is why I'm pissed off Tesla was not invited to the White House last month for Joe Bidens EV infrastructure bill presentation..

Because Tesla is not unionised.

Like the Union controlled Labour party of New Zealand, the democrats are controlled by the same corrupt Unions in the US.

Tesla employee package

$98k / year Avg. Salary (USD)
$8k Avg. Bonus

Benefits Summary:

Health & Insurance Benefits
Health Insurance
Life Insurance
Dental Insurance
Vision Insurance
Temporary Disability Insurance
Long-term Disability Insurance
Retirement & Financial Benefits
Profit Sharing
401(k) Plan
Defined Contribution Pension Plan

Discounted TSLA stock options!!

...or would you rather pay a percentage of your income to the Union coffers.

dln
01-10-2021, 08:29 AM
You'd be dragging that average way down though, yes?
I can't imagine they pay much for your "services".

TeslaGod
01-10-2021, 10:14 AM
You'd be dragging that average way down though, yes?
I can't imagine they pay much for your "services".

There will be a big pay difference between some 22 year old working on the show room floor in a mall in Minnesota than a 45 year old senior Manager in California.

I see the technician's earning over 100k per year plus bonuses easy.

I'd be dragging it up don't get confused with a low paid country like NZ

TeslaGod
01-10-2021, 10:33 AM
Side note:

Elon Musk had a salary of $23,760 in 2019

He has stock options which he is able to borrow against a 80million dollar credit/margin facility.

He rents a small home out side Space X Texas and most of his wealth goes into the Space X.

I thought my motorcycle hobby was expensive.

TeslaGod
01-10-2021, 11:21 AM
Tesla China September vehicle deliveries should be a record of 45k compared to June's 28k.

This should have 3rd quarter deliveries around 230k Vs street of 222k.

It also dispels the fud from mainstream business media that demand in China has slowed.

Some analysts are reporting over 245k deliveries (250k produced) This would leave my estimates of 226k at the low end.

TeslaGod
01-10-2021, 06:24 PM
https://youtu.be/ZgP-hDmGV2w

$1100 PT 6 to 12 months.

Overweight Tesla.

TeslaGod
02-10-2021, 09:59 AM
Traders usually sell the news on a 3rd quarter beat.

A large beat will increase the the 2021 Financial year EPS and the 22 EPS.

This should steady the near term sell off.

Joshuatree
02-10-2021, 11:38 AM
Thanks for keeping the thread going,quick way for me to keep up .

TeslaGod
02-10-2021, 03:32 PM
Business insider on VW Chief.


"The world's largest car manufacturer is not only lagging behind its competitors when it comes to electrification and digitization. VW is also losing ground when it comes to productivity. If everything stays the same, so the haunting words of Diess, VW will no longer be competitive."


"Future competition with Tesla's new Gigafactory will be brutal. The electric car pioneer would set new standards in car production. A Tesla 3 is built in ten hours, more than three times as fast as a VW ID.3 in Zwickau"

https://www.businessinsider.de/wirtschaft/kampf-gegen-gruenheide-vw-chefs-wollen-wolfsburger-stammwerk-radikal-umbauen-um-gegen-tesla-und-china-cars-zu-bestehen/

Although not news to me this will send shivers around the automotive world.

Toyota next..

TeslaGod
03-10-2021, 09:09 AM
AUSTIN, Texas, October 2, 2021 – In the third quarter, we produced approximately 238,000 vehicles and delivered over 240,000 vehicles. We would like to thank our customers for their patience as we work through global supply chain and logistics challenges.

TeslaGod
03-10-2021, 09:15 AM
AUSTIN, Texas, October 2, 2021 – In the third quarter, we produced approximately 238,000 vehicles and delivered over 240,000 vehicles. We would like to thank our customers for their patience as we work through global supply chain and logistics challenges.

Tesla 3rd quarter deliveries crushed expectations beating the street (222k) with 241k vehicles delivered!

TeslaGod
03-10-2021, 09:42 AM
Tesla 3rd quarter deliveries crushed expectations beating the street (222k) with 241k vehicles delivered!

2 of TESLAs biggest rivals G.M and Honda both reported 3rd quarter declines caused by semiconductor (chip) shortage.

GMs third quarter sales fell more than 33%

TeslaGod
03-10-2021, 10:37 AM
GAAP Basic.

pasted model below, but this forum pixelises it quite a bit (slightly better resolution if you click on image)

but you’ll see I’m quite conservative on things like Energy and assume a slow ramp up of new models (and no $25k model included yet)

12894

Your Q3 unit's of 223k and mine of 226k (>241k actual) shows us Bull's are conservative, and understand what a quality growth company Tesla truly is to consistently beat our expectations.

TeslaGod
03-10-2021, 11:26 AM
Will Trader's sell the news on today's massive beat? Possibly.

Will Tesla stock price increase near/long term? Definitely.

TeslaGod
03-10-2021, 05:18 PM
Tesla 3rd quarter deliveries crushed expectations beating the street (222k) with 241k vehicles delivered!

Tesla smashed Q3 deliveries with semiconductor chip shortages.

There innovation and leadership from Elon Musk is the difference between them and other legacy auto manufacturers who have struggled this year with supply chain and chip shortage issues.

TeslaGod
04-10-2021, 10:22 AM
Your Q3 unit's of 223k and mine of 226k (>241k actual) shows us Bull's are conservative, and understand what a quality growth company Tesla truly is to consistently beat our expectations.

If me and LaserEyeKiwi were overpaid Wall Street analysts

Monday morning we would have to face up to sales management team with our heads down and explain why we got our Tesla Q3 deliveries numbers so wrong as in 18 thousand vehicles missing in our estimates.
(street estimates 222k del)

Head's will roll.

This will see Wall Street analyst increase there current TSLA PT over the coming weeks.

TeslaGod
04-10-2021, 11:32 AM
Tesla has delivered >627,500 units YTD

Up +97% y.oy

TE$LA. should now have the compacity and infrastructure to manufacture >1million plus unit's

It's amazing what a combination of innovation and strong leadership from Elon Musk can achieve.

TeslaGod
04-10-2021, 12:04 PM
Q3 deliveries have high lighted 3 things:

-China sales are strong countering and dispelling the Fud from mainstream media.

-The Global chip shortage has not affected Tesla unlike other Global Auto manufacturer's.

-Bears like Michael Burry will be hurting financially if still open in there short positions on TESLA.

TeslaGod
05-10-2021, 12:14 AM
TSLA up in pre market 3.44% due to massive q3 beat

Taking TSLA pre market share price back over $800

Being cautious of traders selling the news.

TeslaGod
05-10-2021, 07:18 AM
Nasdaq and growth stocks getting smashed today with fear's of deflation and bond yields rising.

Tesla holding up well today on news of Q3 beat.

TeslaGod
05-10-2021, 09:03 AM
When the Nasdaq composite recovers TSLA should move higher

EPS should increase about $.08 every 10k volume beat

3q est should rise from $1.47 to approx $1.62

TeslaGod
05-10-2021, 09:19 AM
When the Nasdaq composite recovers TSLA should move higher

EPS should increase about $.08 every 10k beat

3q est should rise from $1.47 to approx $1.62

Should also move higher into the annual general meeting and Giga Shanghai manufacturing numbers later this week.

TeslaGod
05-10-2021, 09:36 AM
13031

I can forcast a quality growth company like Tesla

I can't forcast BTC there is no financials nothing to work with just people on YouTube pumping it.

LaserEyeKiwi
05-10-2021, 11:58 AM
Excellent production & delivery result! Shame the market wide sell off came in the next trading day after the report, but a strong day for TSLA on a relative basis at least.

Going to be at least a $1.5 Billion net income quarter.

TeslaGod
05-10-2021, 01:41 PM
Excellent production & delivery result! Shame the market wide sell off came in the next trading day after the report, but a strong day for TSLA on a relative basis at least.

Going to be at least a $1.5 Billion net income quarter.

NDX due for a correction some large cap P.E ratios are too high.

Healthy for the market overall.

LaserEyeKiwi
05-10-2021, 04:43 PM
But those numbers are pip squeak compared to the 770 billion marker cap...
Horrific numbers...

lol - you are ignoring the growth rate mate - on course for 12 billion next year, and 20 billion in 2023.

TeslaGod
05-10-2021, 04:52 PM
But those numbers are pip squeak compared to the 770 billion marker cap...
Horrific numbers...
You shouldn't comment on what you don't understand it makes you sound dumb.

Most people don't understand how forward P.E ratios in Growth companies actually work let alone understanding how to read the financial statements of a company.

Stick to YouTube finding the next shipcoin.

TeslaGod
05-10-2021, 08:11 PM
But those numbers are pip squeak compared to the 770 billion marker cap...
Horrific numbers...

I have just returned from the year 2030

Tesla over took Apple, Google and Amazon in 2025 by Market cap.

That took only 15 years since being listed on the Nasdaq.

(How long has Apple, Google, Amazon been around?)

In 2030 Tesla has a market cap of almost 10 trillion dollars.

Your post is stupid

Your welcome.

TeslaGod
05-10-2021, 09:07 PM
Crypto Crude could you stop polluting this thread I'm trying to give daily updates for Tesla investors.

Your lack of understanding how to analyze technical data on companies is embarrassing.

In fact I'm embarrassed by your posts.

TeslaGod
05-10-2021, 09:39 PM
Nasdaq futures in the green

TSLA up in pre market 0.80%

As posted previously NDX is overdue for a correction markets may be volatile moving forward.

TeslaGod
05-10-2021, 10:20 PM
U.K September sales keeping in mind Model Y and S plaid has not been released there yet but will be when
Giga Berlin opens in a few weeks.

13043

TeslaGod
06-10-2021, 01:09 AM
Wall St concensus has increased TSLA 3Q EPS 6% $1.56 from $1.47 last week

This should go higher as other analysts update there earnings

TeslaGod
06-10-2021, 07:42 AM
LOL $1.5 earnings and $790 to invest...
That's like going out to eat at a buffet and getting 2 cooked grains of rice, a glass of water, then being sent to the exit...
LOL....
$1.50 you said it ..
You just can't make this stuff up...

The EPS is a key indicator on the measurement of growth analyst use .

Analyst use it to see how in demand a product is for a specific company.

Teslas revenue growth is accelerating year over year.

And your doing it again Crypto Crude, if you don't understand the technical aspects when analysing the measurements of a company.. don't comment.

Your embarrassing yourself to people who do understand company analytics.

TeslaGod
06-10-2021, 08:12 AM
The EPS is a key indicator on the measurement of growth analyst use .

Analyst use it to see how in demand a product is for a specific company.

Teslas revenue growth is accelerating year over year.

And your doing it again Crypto Crude, if you don't understand the technical aspects when analysing the measurements of a company.. don't comment.

Your embarrassing yourself to people who do understand company analytics.

My TSLA PT of $1100 based on an 2025 FY (not quarterly) EPS of $32.

Multiple by a 2025 P/E of 50x based on a 2025 to 2030 expected growth of 20%.

(2.5x PEG). discount this to its present at an 11.6% cost of equity, which assumes a 2% 10 year treasury yield, 6% equity risk premium and 1.6x TSLA beta (2%+(1.6 X 6%)=11.6%)

TeslaGod
06-10-2021, 08:28 AM
I was more interested in Tesla's 3Q results than The All Blacks loss or if Auckland was going to come out of lockdown

Truly sad us Tesla fan boys and girls are..

TeslaGod
06-10-2021, 09:14 AM
News will start coming out that a black employee of Tesla who was racially abused in 2015 and will be awarded $137 million dollars compensation.

I'll add my opinion:

I am of Maori and Scottish/ English decent.

I have experienced racism in New Zealand many times.

I don't sue individuals or companies 137 million dollars, I deal with it there and then.

Usually to the individual/s face.

With 70,000 employees worldwide you are bound to have a few idiot work mate's.

Tesla is one of the biggest companies in the world and is a consistent target of defamation usually with financial compensation involved.

Tesla has liability insurance to cover costs and will most likely appeal for a lower fine which they will most likely win due to US law.

LaserEyeKiwi
06-10-2021, 12:33 PM
With Tesla you are paying more for every dollar of earnings than ever before in history

this is nonsense by any metric one can use. The price to earnings ratio has plummeted this year as earnings have grown far faster than the share price.

If you don’t believe the bull case thats fine, plenty of other stocks to invest in, but you sound silly when you say things like the above about the company finances that you obviously have no basic knowledge on. Todays market cap of almost $800 Billion is 66x projected 2022 earnings, and only 40x projected 2023 earnings. I haven’t done the math on 24/25 yet but it looks very cheap assuming the current growth rate continues, and even if growth slowed to below 50% it would still be cheap as chips if it remained above 20%.

look if you believe a crash is coming then by all means sell all the shares you own. Long term investors know that even if you are right (dubious) crashes are short term events and long term global sharemarkets have always gone up and the crashes are just small dips in the long term uptrend.

TeslaGod
06-10-2021, 01:21 PM
Well said LaserEyeKiwi

It's also a good measurement when a SP is overvalued and time to take profits as was the case in February.

Im extremely conservative in my estimations

I have far too much capital invested in a single company to cook the numbers and be wrong.

I'll need to adjust my PT at some stage.

TeslaGod
06-10-2021, 03:12 PM
Was expecting more upward movement from the NZD on news of the OCR increase today

Perhaps it is still to come or most likely markets pricing in the Fed may begin tapering bond purchases soon creating a stronger USD.

Either way my TSLA PT assumes a 10y US treasury yield of 2.0% (1.52% current)

TeslaGod
06-10-2021, 08:47 PM
Tesla is in such demand they are able to raise there prices..why? Because they can,all profit's and gravy$

Teslas order back log has only increased.

Model 3 Standard Range Plus increased by $2,000 to $41,990.

Model 3 Long Range did not change.

Model 3 Performance increased by $1,000 to $57,990.

--

Model Y Long Range increased by $1,000 to $54,990.

Model Y Performance increased by $1,000 to $61,990.

TeslaGod
06-10-2021, 09:20 PM
Tesla is in such demand they are able to raise there prices..why? Because they can,all profit's and gravy$

Teslas order back log has only increased.

Model 3 Standard Range Plus increased by $2,000 to $41,990.

Model 3 Long Range did not change.

Model 3 Performance increased by $1,000 to $57,990.

--

Model Y Long Range increased by $1,000 to $54,990.

Model Y Performance increased by $1,000 to $61,990.

This will increase 2022 EPS to $9.80 compared to the street estimates of $7.80

TeslaGod
06-10-2021, 11:21 PM
Tesla has total debt of 7.6b

They have cash/BTC reserves of 17.6b

Debt/capital is 21.6%
Int coverage now 17x, these 2 ratios have analysts seeTSLA as investment grade.

This should end risk of raising capital through selling off shares.

They can access debt to build more Giga factories.

Tesla will eventually be the largest Auto manufacturer in the world .

TeslaGod
07-10-2021, 06:09 AM
"They can access more debt to build gigigigiggagaggagagagagagaaaa factories"

...
In bear markets... companies like this go belly who ...
!!!....

Ah , that answers a lot .

Now I understand why this thread isn't updated,

it's polluted by the forum inbred .

TeslaGod
07-10-2021, 06:15 AM
GM says it will double annual revenue by 2030 to $280 billion in digital push to be seen more like Tesla

TeslaGod
07-10-2021, 06:38 AM
As thousands more Tesla FSD beta testers come online I fully expect more FUD (fear uncertainty doubt) to start being reported by mainstream media.

As has been the case for over a decade now.

TeslaGod
07-10-2021, 07:18 AM
I joined this forum in June this year to reassure long term investors of Tesla.

The share price was trading in the low 600 range, it's now up 30% since I joined this forum.

I'm not here to offer financial advice just to update and inform the latest news and technical data on TESLA.

Be wary who you take advice from .

TeslaGod
07-10-2021, 09:47 PM
TSLA up pre market

Futures up

Fears ease over debt U.S ceiling, Biden agrees to raise it.

TeslaGod
08-10-2021, 07:55 AM
A whale just entered, sharp spike up .

TeslaGod
08-10-2021, 08:50 AM
Share holder meeting after close today.

TeslaGod
08-10-2021, 09:02 AM
Share holder meeting after close today.
Shouldn't be anything new that I haven't already posted on this thread but will be listening in on what Elon Musk has to say.

TeslaGod
08-10-2021, 11:02 AM
Can't get over the leftist socialist agenda at the Tesla share holders meeting rambling on just now.

Thankfully the board is independent

Long live capitalism!

Long live Elon!

TeslaGod
08-10-2021, 11:04 AM
Model 3 became the best premium vehicle selling globally.

TeslaGod
08-10-2021, 11:06 AM
Model Y should be the best selling vehicle by 2023 when Berlin and Austin come on line

TeslaGod
08-10-2021, 11:06 AM
Tesla open to licensing it's autonomy.

TeslaGod
08-10-2021, 11:08 AM
Tesla hoping to bring prices down.

TeslaGod
08-10-2021, 11:11 AM
Tesla stationery energy storage demand will soon as high as it's vehicles.

TeslaGod
08-10-2021, 11:12 AM
Shanghai Giga now greater than Fremont production.

TeslaGod
08-10-2021, 11:13 AM
Increasing Fremont output 50%

TeslaGod
08-10-2021, 11:17 AM
Tesla 18% better than industry average in factory safety

TeslaGod
08-10-2021, 11:20 AM
TESLA moving head quarters to Austin TX.

Goodbye socialist California .. take note NZ government.

TeslaGod
08-10-2021, 11:22 AM
Semi and Cyber truck delayed by supply chain shortages.. and still settling records.

TeslaGod
08-10-2021, 11:23 AM
Stock split considered for the future.

TeslaGod
08-10-2021, 11:27 AM
No plans for dividends thank goodness.

Dividends are the end of growth and beginning of share buybacks.

TeslaGod
08-10-2021, 11:33 AM
Tesla over time will make variants of all vehicle types.

TeslaGod
08-10-2021, 11:34 AM
Forgot to say Elon is saying all these posts.

Looks good for a 50 year old.we need a few more decades out of him.

TeslaGod
08-10-2021, 11:37 AM
Tesla Solar roof and storage wil see massive growth in the coming years.

TeslaGod
08-10-2021, 12:15 PM
Tesla SP up again today

Be aware we the market is still in a correction stage.

Hedge funds still sitting on the sidelines.

U.S jobs data out tomorrow.

TeslaGod
08-10-2021, 12:23 PM
No comment by Elon on 25k model for obvious reasons.

Tesla will want to sell more model Y and 3 before unavailing.

TeslaGod
08-10-2021, 12:24 PM
Search for a new Factory beginning 2022

whatsup
08-10-2021, 01:17 PM
Gentlemen is there alink to todays briefing available ?

TeslaGod
08-10-2021, 02:45 PM
Gentlemen is there alink to todays briefing available ?

https://youtu.be/bH51-loeLgM

Warning shareholder meetings are boring

Your welcome.

whatsup
08-10-2021, 03:28 PM
https://youtu.be/bH51-loeLgM

Warning shareholder meetings are boring

Your welcome.

Talk about dry balls almost went to asleep !!

TeslaGod
08-10-2021, 04:23 PM
Cyber truck one ugly ute >> I see in Europe the local car brands BMW, VW,AUDI will out price outsell Tesla 10:1 new EVs

UK September sales:

13054

Tesla will eventually be the biggest Auto manufacturer in the world.

Panda-NZ-
08-10-2021, 09:17 PM
Elon moves his Tesla HQ from premium tier to a dumpster.

Hope being 51st doesn't rubb off or cause issues with securing good talent.

TeslaGod
08-10-2021, 09:29 PM
Increased my Full year 2021 EPS to $5.81

Increased my Full Year 2022 EPS to $10.12

Assuming 2021 deliveries >890k

Assuming 2022 Deliveries >1.485m.

Street EPS to conservative $5.35& $7.32

TeslaGod
08-10-2021, 09:35 PM
Nasdaq futures and TSLA down pre market ahead of US jobs data market showing caution.

If jobs data beats estimates /increasing the chances of Fed tapering bond purchases.

My Price target assumes a 10y treasury of %2.0 (1.57)

TeslaGod
08-10-2021, 09:44 PM
Elon moves his Tesla HQ from premium tier to a dumpster.

Hope being 51st doesn't rubb off or cause issues with securing good talent.

Reasons for move:

California taxes too high/
Silicone valley California housing to expensive for Tesla worker's/
Tesla has had issues with over regulation in California./

Main reason is California Fremont factory is landlocked and can't expand .

Sounds like Auckland!

Panda-NZ-
08-10-2021, 10:04 PM
How many industry leaders are located in Texas?

In contrast:

Apple: cali
microsoft: Washington
Amazon: Washington
Fakebook: cali

TeslaGod
08-10-2021, 10:07 PM
Reasons for move:

California taxes too high/
Silicone valley California housing to expensive for Tesla worker's/
Tesla has had issues with over regulation in California./

Main reason is California Fremont factory is landlocked and can't expand .

Sounds like Auckland!

Hewlett Packard/Oracle/Venture capital 8VC have moved there Head quarters to Texas.

Amazon/Google/ Samsung/Apple have expanded operations there as well as hundreds of other established and start-up Tech companies.

I was planning on checking Austin &Dallas out after we are released from our Island prison.

Panda-NZ-
08-10-2021, 10:09 PM
For low skill manufacturing jobs..

Not for the high calibre workers.

TeslaGod
08-10-2021, 10:24 PM
For low skill manufacturing jobs..

Not for the high calibre workers.

I believe it's a global recruitment drive for talent.

Giga Berlin was positioned so it was a short journey from the Berlin CBD, and Germany have some of the world's best engineers.

Shanghais talent will be designing the 25k model.

California will grow operations by at least 50%

A.I day was successful in recruitment for the Tesla bot.

Space X rocket engineers are all in Texas and there talent will most likely be used at Austin Giga if needed.

TeslaGod
08-10-2021, 10:40 PM
For low skill manufacturing jobs..

Not for the high calibre workers.

A.I day response and daily applicants for A.I roles



13061

TeslaGod
09-10-2021, 06:10 AM
https://www.google.com/amp/s/finance.yahoo.com/amphtml/news/tesla-stock-could-be-walloped-by-the-apple-car-analyst-161749976.html
-->
Craig Irwing
->
Tesla $150....
Finally a man speaking some cents....
Cents in the dollar that is !!!@

Designing an Apple EV is easy, manufacturing it at scale is extremely difficult.

Apple's first car will not be released until 2024 that assumes they follow Tesla's scale by 2030 if not gone bankrupt like many car manufacturers do they will have built maybe 100k p.a units if all goes well.

Tesla will be making 20million units p.a in 2030.

What most don't realise competition to Tesla is:

EVs represent 3% of the total addressable vehicle market.

Tesla has the majority share of the 3%.

Competition in the E.V space is needed to reach 50% E.Vs having market share of the total addressable vehicle market.

Tesla cannot do this by itself, it needs other car manufacturers to step up and help manufacturer more EVs.

That's why Tesla gave other manufacturers blueprints to its electric motors years ago and why Tesla is opening its access to its charging stations, will license it's automaton (for a fee of course!)

Tesla will have 30% of the total addressable market in 2030 /it will be a > 10trillion dollar company.

Tesla has won the race, it needs other manufacturers to step up and grow the "green tidal wave" . Which they are , and it is good for the planet, good for Tesla, and good for Tesla investors.

TeslaGod
09-10-2021, 06:18 AM
Tesla vehicle's are not car's.

They are evolving into artificial intelligent robot's on 4 wheels.

Like Ford destroying the horse and cart a century ago.. Tesla will destroy the vehicle industry as we know it today.

TeslaGod
09-10-2021, 06:41 AM
General Motors announced its new Ultra Cruise hands-free driving system will debut in 2023 on a future Cadillac model.

The system will work on more than two million miles of every type of road in the U.S. and Canada, joining Super Cruise, which is currently available and only works on highways.

Here's the problem:

Like all other autonomous models it relies on pre set routes and radar.

Tesla FSD automation is having the car's think for itself.

Tesla owners beta testers are teaching it and guiding it like a child to grow & drive solo.

Like us all, Tesla vehicle's will fly the nest and be level 5 fully automated in a few short years.

Like humans,it will eventually become better than it's masters at its discipline.

Saving thousands upon thousands of lives lost in traffic fatalities.

TeslaGod
09-10-2021, 08:37 AM
Nasdaq futures and TSLA down pre market ahead of US jobs data market showing caution.

If jobs data beats estimates /increasing the chances of Fed tapering bond purchases.

My Price target assumes a 10y treasury of %2.0 (1.57)

US job growth misses forecast

TeslaGod
09-10-2021, 09:14 AM
Market makers spread killing$790 / ex option calls/ TSLA hitting the $800 wall all week.

Going to need big quarterly earnings report to break through.

Or you can forget the short term trader's and go long on strong fundamentals.

TeslaGod
09-10-2021, 10:21 AM
Traders usually sell the news on a 3rd quarter beat.

A large beat will increase the the 2021 Financial year EPS and the 22 EPS.

This should steady the near term sell off.

TSLA down today as predicted as trader's sell the news , not concerned at all still up 1.32% for the week.

https://youtu.be/ILhHtfEvew8

TeslaGod
09-10-2021, 02:55 PM
Tesla will post its financial results for the third quarter of 2021 after market close on Wednesday, October 20, 2021.

TeslaGod
09-10-2021, 03:09 PM
Elon Musk liked a " X inc" post on Twitter.

It's "not" a new rumor about combining TESLA /SPACE X /Neuralink/Boring Company as a single conglomerate.

Although it would be great financially for current TSLA shareholders,

Not so much for Elon as he is already one of the wealthiest men in the world, listing SPACE X along side TESLA on the Nasdaq will most likely make him the worlds first trillionare, and The Democrats,Left wing Media, Socialist would come after him with pitch fork's for being so successful at achieving his goals.

My opinion:

I'm a capitalist..show me the money!

TeslaGod
09-10-2021, 03:30 PM
Elon Musk liked a " X inc" post on Twitter.

It's "not" a new rumor about combining TESLA /SPACE X /Neuralink/Boring Company as a single conglomerate.

Although it would be great financially for current TSLA shareholders,

Not so much for Elon as he is already one of the wealthiest men in the world, listing SPACE X along side TESLA on the Nasdaq will most likely make him the worlds first trillionare, and The Democrats,Left wing Media, Socialist would come after him with pitch fork's for being so successful at achieving his goals.

My opinion:

I'm a capitalist..show me the money!

I'll add, as one of his main goals is to help set up a civilization on Mars before he dies he will have to create the conglomerate to eventually finance it.

Political or not.

TeslaGod
10-10-2021, 02:57 PM
Footage from inside Giga Berlin open day.

Let's not forget Tesla is opening 2 of these at the same time very soon and looking for further locations next year.

Tesla has won the race

US, European, Japanese and Korean auto manufacturers need to step up to take there share of 2nd place in this "green tidal wave"

Or lose it to China.

https://youtu.be/MlxGAgEUJx4