Disclaimer: I'll be taking profit's once PT hits.
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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/mich...nst-tesla.html
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.
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.
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.
Demand for Tesla's in the US has soared causing inventory from the Fremont factory to drop to extremely low levels.
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.
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.
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
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.
https://youtu.be/ZgP-hDmGV2w
$1100 PT 6 to 12 months.
Overweight Tesla.
Traders usually sell the news on a 3rd quarter beat.
A large beat will increase the the 2021 Financial year EPS and the 22 EPS.
This should steady the near term sell off.
Thanks for keeping the thread going,quick way for me to keep up .
Business insider on VW Chief.
"The world's largest car manufacturer is not only lagging behind its competitors when it comes to electrification and digitization. VW is also losing ground when it comes to productivity. If everything stays the same, so the haunting words of Diess, VW will no longer be competitive."
"Future competition with Tesla's new Gigafactory will be brutal. The electric car pioneer would set new standards in car production. A Tesla 3 is built in ten hours, more than three times as fast as a VW ID.3 in Zwickau"
https://www.businessinsider.de/wirts...s-zu-bestehen/
Although not news to me this will send shivers around the automotive world.
Toyota next..
AUSTIN, Texas, October 2, 2021 – In the third quarter, we produced approximately 238,000 vehicles and delivered over 240,000 vehicles. We would like to thank our customers for their patience as we work through global supply chain and logistics challenges.
Will Trader's sell the news on today's massive beat? Possibly.
Will Tesla stock price increase near/long term? Definitely.
If me and LaserEyeKiwi were overpaid Wall Street analysts
Monday morning we would have to face up to sales management team with our heads down and explain why we got our Tesla Q3 deliveries numbers so wrong as in 18 thousand vehicles missing in our estimates.
(street estimates 222k del)
Head's will roll.
This will see Wall Street analyst increase there current TSLA PT over the coming weeks.
Tesla has delivered >627,500 units YTD
Up +97% y.oy
TE$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.
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.
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.
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.
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
Attachment 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.
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.
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.
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.
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.
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.
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.
Attachment 13043
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
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%)
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..
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.
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 $800 Billion is 66x projected 2022 earnings, and only 40x projected 2023 earnings. I haven’t done the math on 24/25 yet but it looks very cheap assuming the current growth rate continues, and even if growth slowed to below 50% it would still be cheap as chips if it remained above 20%.
look if you believe a crash is coming then by all means sell all the shares you own. Long term investors know that even if you are right (dubious) crashes are short term events and long term global sharemarkets have always gone up and the crashes are just small dips in the long term uptrend.
Well said LaserEyeKiwi
It's also a good measurement when a SP is overvalued and time to take profits as was the case in February.
Im extremely conservative in my estimations
I have far too much capital invested in a single company to cook the numbers and be wrong.
I'll need to adjust my PT at some stage.
Was expecting more upward movement from the NZD on news of the OCR increase today
Perhaps it is still to come or most likely markets pricing in the Fed may begin tapering bond purchases soon creating a stronger USD.
Either way my TSLA PT assumes a 10y US treasury yield of 2.0% (1.52% current)
Tesla is in such demand they are able to raise there prices..why? Because they can,all profit's and gravy$
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.
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 .
GM says it will double annual revenue by 2030 to $280 billion in digital push to be seen more like Tesla
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.
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 .
TSLA up pre market
Futures up
Fears ease over debt U.S ceiling, Biden agrees to raise it.
A whale just entered, sharp spike up .
Share holder meeting after close today.
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!
Model 3 became the best premium vehicle selling globally.
Model Y should be the best selling vehicle by 2023 when Berlin and Austin come on line
Tesla open to licensing it's autonomy.
Tesla hoping to bring prices down.
Tesla stationery energy storage demand will soon as high as it's vehicles.
Shanghai Giga now greater than Fremont production.
Increasing Fremont output 50%
Tesla 18% better than industry average in factory safety
TESLA moving head quarters to Austin TX.
Goodbye socialist California .. take note NZ government.
Semi and Cyber truck delayed by supply chain shortages.. and still settling records.
Stock split considered for the future.
No plans for dividends thank goodness.
Dividends are the end of growth and beginning of share buybacks.
Tesla over time will make variants of all vehicle types.
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.
Tesla Solar roof and storage wil see massive growth in the coming years.
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.
No comment by Elon on 25k model for obvious reasons.
Tesla will want to sell more model Y and 3 before unavailing.
Search for a new Factory beginning 2022
Gentlemen is there alink to todays briefing available ?
https://youtu.be/bH51-loeLgM
Warning shareholder meetings are boring
Your welcome.
UK September sales:
Attachment 13054
Tesla will eventually be the biggest Auto manufacturer in the world.
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.
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
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)
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!
How many industry leaders are located in Texas?
In contrast:
Apple: cali
microsoft: Washington
Amazon: Washington
Fakebook: cali
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.
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.
A.I day response and daily applicants for A.I roles
Attachment 13061
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.
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.
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.
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.
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
Tesla will post its financial results for the third quarter of 2021 after market close on Wednesday, October 20, 2021.
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!
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