TSLA ended up $143, or 13.5%, closing at $1,199.78 per share. It is up another $10 in the aftermarket.
Just another great American company.
Just another great American company.
Tesla had 308,600 deliveries. Blockbuster Q4; shattering forecast. Have mercy.
- Thread starter JeffKeryk
- Start date
I like Teslas, especially when one has the ability to charge at home with solar power or charging at work.
My problem working in IT is I question how certain technologies will be used, like how the car can send data over the air and receive updates that impact performance. Considering what NYC has done with speed and stop light cameras, I wouldn't trust our government to not use speed monitors in electric cars to automatically deduct fines from your account for any infractions they believe have occurred. As many of us know, it's very hard to bargain with an automated system.
My problem working in IT is I question how certain technologies will be used, like how the car can send data over the air and receive updates that impact performance. Considering what NYC has done with speed and stop light cameras, I wouldn't trust our government to not use speed monitors in electric cars to automatically deduct fines from your account for any infractions they believe have occurred. As many of us know, it's very hard to bargain with an automated system.
4WD
$50 site donor 2025
This all needs to happen at a manageable rate - my point about let it roll in the free market. Just today I spotted a row of new F150’s … for a second I thought great to see - that lot has been empty !!!
Then it set in - this is a farm, ranch, oil & gas, and construction community -
They barely ever sell anything but Super Duty series trucks on that lot.
None.
Another thing that may not have been mentioned here yet.
Tesla killed it on sales while RAISING prices. Normally we see a manufacturer make some gains with discounts, Elon does it backwards.
Increased prices and nothing new. No the Plaid doesnt count. Who cares how fast it is after the 11-12 second quarter mile level?
Tesla killed it on sales while RAISING prices. Normally we see a manufacturer make some gains with discounts, Elon does it backwards.
Increased prices and nothing new. No the Plaid doesnt count. Who cares how fast it is after the 11-12 second quarter mile level?
Chip shortage means chip shortage for the price they want to pay for (barely any profit for the vendors), and when you are selling a $45k car where most of the cost is in the battery pack, a couple hundred dollars more for chip is nothing when compare to a $20k MSRP car.
Profit yes, profit for the risk they took, I'm not sure. They took a lot of risk and are still taking a lot of risk that would put most car companies in the world in boardroom conflicts between different types of investors. For the kind of things they do I think only Elon can motivate people enough to pull it off. If you have most low risk single digit profit margin finance guy from MBA as the CEO I'm sure most engineers and employees would just gave up on the company.
What would happen in the future for Tesla? I think they will likely try to focus on being the boutique EV company (new types of vehicles, retiring old and commoditized ones) instead of the Toyota or Ford of the world chasing after maximum volume shipment. They need that profit margin to justify the risk and the investment scale, maybe they will sell a Corolla competitor but probably for a BMW M1 price instead.
PandaBear, Tesla is building caapcity for 20M cars annually.
Their future is in their software and energy. Likely to be far bigger and profitable than the auto business unit.
All fair questions.
I sold a boat to a guy that ran a tesla authorized collision repair center. They can get parts.
Aftermaket not a lot, but growing.
The aftermarket breakdowns of the parts consistently show it to be profitable. (even the 35K tesla was profitable - but not very)
I'd say teslas battery tech is at least on par or better with the other guys. but the controllers are fewer and better faster and more efficient,
The car has fewer parts and is easier to build than its competition - the giant stamp/forge machine really cut parts down.
I'm with you, on its face - the 1T is far fetched, but Tesla has things going for it the other guys haven't dreamed of - I have to wonder what the recurring revenue is for 30,000 (today) "gas stations" over decades? ...... and for turning the car into a subscription for ongoing services..?
edyvw
$50 site donor 2025
They don’t deliver suspension or brakes. Other than that, all ok.
4WD
$50 site donor 2025
Remember that “looking for woman with boat and motor - send picture of boat and motor” ?
Well …
Once again, the majority of the Wall Street analysts were wrong and are having to revise their estimates regarding TSLA. That is because they are using methods to evaluate TSLA that may traditionally work for other companies but are incorrect, outdated and inaccurate when trying to evaluate TSLA.
I have found that the most reasoned and logical (and accurate) people to follow on YouTube if you are interested in TSLA's perfomance as a corporation are Dave Lee on Investing and Rob Mauer's Tesla Daily channels. Most of the others are clickbait, historically wrong, or so annoying that I can't get past 30 seconds of watching them.
Lee and Mauer "get it" regarding TSLA as a whole and touch on factors that the so called Wall Street experts totally miss and explain why they are important . Regarding the current stock price, I suspect that if the stock levels out at $1500 or above we may see another stock split. Maybe 3 for 1 this time ?
Another thing going for Tesla is that they are able to build new factories in an unheard of short amount of time, each one better than the last and with what they have learned over the last 10 years being applied. That takes a LOT of cash. The US big 3 will be trying to compete by "modernizing" existing plants and if lucky, building a few new ones. They simply don't have the cash to do it on a scale like Tesla does. And while they are being dragged kicking and screaming into the EV market, Tesla will still be several years ahead.
I have found that the most reasoned and logical (and accurate) people to follow on YouTube if you are interested in TSLA's perfomance as a corporation are Dave Lee on Investing and Rob Mauer's Tesla Daily channels. Most of the others are clickbait, historically wrong, or so annoying that I can't get past 30 seconds of watching them.
Lee and Mauer "get it" regarding TSLA as a whole and touch on factors that the so called Wall Street experts totally miss and explain why they are important . Regarding the current stock price, I suspect that if the stock levels out at $1500 or above we may see another stock split. Maybe 3 for 1 this time ?
Another thing going for Tesla is that they are able to build new factories in an unheard of short amount of time, each one better than the last and with what they have learned over the last 10 years being applied. That takes a LOT of cash. The US big 3 will be trying to compete by "modernizing" existing plants and if lucky, building a few new ones. They simply don't have the cash to do it on a scale like Tesla does. And while they are being dragged kicking and screaming into the EV market, Tesla will still be several years ahead.
Interesting...
From a market cap perspective, Tesla is bigger than what, the next 10 car companies combined while delivering 1/50th of the vehicles? That's whack.
With all the big boys and startups getting in, one would expect Tesla's EV sales dominance to be challenged even as EV continues to consume ICE market.
But if you think past the automobile perspective, things change. As posted before, TSLA seems far closer to FAANGM then GM, F, etc. because of tech and innovation.
If Tesla can deliver the over promised and under delivering L5 autonomus functionality, the world will be their customer. Big if. But this is just 1 example.
What about a Tesla App Store? Musk encourages and supports end user software requests. That's where Dog Mode and other functionality came from. Going forward, your car will be an extension of your cell phone. Recurring software revenue is where the good (high margin) $$ is. Google maps is a huge revenue stream; Tesla has millions of real time eyes out there today. They already capture AP data; what if they capture more information and monitize it? Algorithms will deliver targetized information, telling people what to do and what to buy.
Remember, the incremental cost of a software sale approaches zero.
Future software revenue depends on car sales. Future car sales will go to the company that has the tech. Future generations will demand it.
And that's just one of the possible Tesla business units.
I think Tesla has raised price level acceptance another couple notches. Now a $37k car is something to buy to drive to work like a beater. Now that cars are over msrp for the most part, it is easy for Tesla to step in at full or increased pricing. When TP was gone, people would pay most anything for a package of it. No cars, someone has to have a car for some reason, they pay the price.
I am probably wrong but I see a lot of repos on the horizon, a glut of used cars as new cars are being made more. So many people are waiting to get a new car which they already would have bought if not for the shortage.
Tesla only generated the demand. The bond market facilitates the cheap money allowing Tesla to finance the cars. Cars and houses will hit a very rough patch if this level of liquidity is not maintained. Making people pay for things 25-100% down is simply too much to ask for most.
In all fairness, all the Tesla owners I know, or have talked to, have an ICE vehicle and charge at home.
These cars are expensive. I could have bought 2 Hondas for the price of our 2018 Mid Range RWD.
4WD
$50 site donor 2025
Not sure why - I’m very well into that income range - no jealousy here - but just mean those other brands are out getting dirty around these parts … and much of N. America …
4WD
$50 site donor 2025
Jeff - you and I live in big states with burbs - all that …
But I’m just back from the EU and people were parked all over the narrow roads … very few have a garage much less a driveway … Heck … even the gas stations were small and property is very expensive …
They want all this - but already only the upper class can buy and charge them at home …
