sharetrader
Results 1 to 15 of 15
  1. #1
    Member
    Join Date
    Aug 2013
    Posts
    106

    Lightbulb TSLA - Tesla Motors

    Does anyone have any thoughts on Tesla? I'm considering using part of my GNE refund to take a punt. With the NASDAQ being wobbly they're coming down from a high, and I think there is a phenomenal upside to this company.

    These are just some of my thoughts in no particular order. I'm still working on it and haven't come to a decision either way, just interested if anyone else has thoughts on this?

    1) The assumption that "electric cars + Elon Musk = tech" seems outdated. Yes they're developing new technology, but so are GM & Ford all the time. Tesla is about as related to Pets.com as Boeing is to King Bladud.

    2) Their direct distribution model means that if/when they hit the mainstream (and they deal with the dealer-cartels in the states) they will be able to command a higher markup than other automakers who sell through agents.

    3) Their gigafactory, when built, will supply them with cheap, superior batteries as well as being a diversified source of income.

    4) China etc.

  2. #2
    Senior Member
    Join Date
    Mar 2008
    Posts
    634

    Default

    Ignore my comments - wrong chart
    Last edited by Entrep; 26-04-2014 at 11:46 AM.

  3. #3
    An Awesome Cool Cat winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    23,837

    Default

    Quote Originally Posted by bmrm View Post
    Does anyone have any thoughts on Tesla? I'm considering using part of my GNE refund to take a punt. With the NASDAQ being wobbly they're coming down from a high, and I think there is a phenomenal upside to this company.

    These are just some of my thoughts in no particular order. I'm still working on it and haven't come to a decision either way, just interested if anyone else has thoughts on this?

    1) The assumption that "electric cars + Elon Musk = tech" seems outdated. Yes they're developing new technology, but so are GM & Ford all the time. Tesla is about as related to Pets.com as Boeing is to King Bladud.

    2) Their direct distribution model means that if/when they hit the mainstream (and they deal with the dealer-cartels in the states) they will be able to command a higher markup than other automakers who sell through agents.

    3) Their gigafactory, when built, will supply them with cheap, superior batteries as well as being a diversified source of income.

    4) China etc.
    Did you take a punt?

    Share price was $200 back then - now $237 so up 18% in 2 years

    But what of the future - wow. As Mr Musk tweeted a while ago

    @elonmusk: Now 232k orders

    Thats a lot of doshto come in coming years
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  4. #4
    Advanced Member
    Join Date
    Jul 2004
    Location
    Bolivia.
    Posts
    1,521

    Default

    232k is $9b (b for Billion) in sales.

    To the end of 2015 they'd only sold 107k cars!

  5. #5
    Advanced Member
    Join Date
    Dec 2009
    Location
    Eastern BoP..
    Posts
    1,755

    Default

    The young and the restless have taken to them in Hong Kong..

    Everywhere..

    Bodes well for sales to the young and restless in China ..

  6. #6
    An Awesome Cool Cat winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    23,837

    Default

    Anybody here got TSLA shares

    Eion says if you can’t stand volatility and don’t understand cash burn you shouldn’t be in TSLA shares

    Told analysts they ask boring bonehead questions and are boring in an analyst teleconference ...and then hung up
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  7. #7
    Senior Member
    Join Date
    Mar 2001
    Location
    Auckland, , New Zealand.
    Posts
    1,187

    Default

    Investors are only going to stump up cash for so long, then he will really find out what cash burn means.

    If/when they get their Model 3 in good numbers it may stop or alternately major manufacturers will beat him to it.
    He has too many balls in the air imho.
    Perhaps he should lend/merge/sell his technology for the cars to the experts and concentrate on some of his other areas, such as battery technology for solar power.

    One thing I think he has done , that he has speeded up the major manufactures in looking at/producing an electric vehicle /hybrid a lot sooner that they may otherwise done.

    Discl: None, nil,nada, zip

  8. #8
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    12,977

    Default

    Really bizarre call the other day. I think Musk's performance of late is all the proof you ever need that EVERYONE needs checks and balances.
    The major manufacturers who are highly experienced at mass production and some of them with very good quality control are all working hard to release competing vehicles in the near future.
    I would not be one to give Musk (an interest free unsecured loan on one of his cars, otherwise known as a deposit) with his arrogant and irrational performance of late.
    I think the odds on the company being around to honor the full tenure of an eight year warranty are lower than 50 / 50.
    I think their current Tesla S is a pretty good car but priced above where it really should be so when the price comes down to a more realistic level, maybe.
    Two questions resonate with me regarding Tesla cars.
    1. Why be an early adopter and give them an unsecured interest free deposit on a very expensive car when you might not ever see it delivered ?
    2. What's a second hand Tesla worth if they go out of business ?
    In terms of their shares...I cannot see anything to recommend them.
    No butts, hold no mutts, (unless they're the furry variety).

  9. #9
    FEAR n GREED JBmurc's Avatar
    Join Date
    Sep 2002
    Location
    Central Otago
    Posts
    6,921

    Default

    If I was going short a company ie predicting its SP would fall over the short term - Tesla #1
    People don't have ideas, ideas have people

  10. #10
    An Awesome Cool Cat winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    23,837

    Default

    That Musk not a good character is he

    Heard deposit refunds are outpacing new orders at the moment

    Considering the huge pile of debt Tesla has I reckon shareholders not in a very good position if/when Tesla goes bust
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  11. #11
    Senior Member stevo1's Avatar
    Join Date
    Jun 2007
    Location
    NZ
    Posts
    679

    Default

    Musk has lost the first off the mark advantage ,there are lots of competitors in or coming to the EV space.some of these are very experienced car makers .The Chinese manufacturers are really gearing up with some great vehicles https://www.nio.io/

  12. #12
    Member
    Join Date
    Dec 2017
    Posts
    110

    Default

    Maybe they will survive after all..

    https://www.thestreet.com/opinion/te...aways-14670965

    Sounds like somebody pulled Musk aside and pointed out that being rude to analysts and refusing to answer their questions is not a great thing to do if you need to raise capital in future.

  13. #13
    Guru peat's Avatar
    Join Date
    Aug 2004
    Location
    Whanganui, New Zealand.
    Posts
    4,527

    Default

    a profitable quarter!
    For clarity, nothing I say is advice....

  14. #14
    Update Ready To Install
    Join Date
    Aug 2010
    Location
    Floating Anchor Shoals
    Posts
    7,761

    Default

    Its easy to put a link in peat.
    Tesla turns a profit in Q3 despite Musk

  15. #15
    Member
    Join Date
    May 2014
    Posts
    187

    Default

    I bought a bunch for long term hold today because

    https://www.youtube.com/watch?v=bMDkPb09oZs

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •