Tesla Stock

UncleDave said:
There is gigantic difference in what is an isn't a "delivery" between Tesla and the rest of the auto groups.
Tesla delivers to end users - the rest deliver to dealers.
...
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Yes and Tesla is down 10% from their previous deliveries and that is after slashing prices and cutting profits margins.
Meanwhile back at the ranch the P/E at GM is 5 and Tesla P/E 44 - which shows the amount of speculation that still exists at Tesla even though Tesla is down 50%

This just in yesterday =
https://finance.yahoo.com/news/gm-s...at-bullish-2024-profit-outlook-215838768.html
 
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alarmguy said:
Yes and Tesla is down 10% from their previous deliveries and that is after slashing prices and cutting profits margins.
Meanwhile back at the ranch the P/E at GM is 5 and Tesla P/E 44 - which shows the amount of speculation that still exists at Tesla even though Tesla is down 50%

This just in yesterday =
https://finance.yahoo.com/news/gm-s...at-bullish-2024-profit-outlook-215838768.html
Click to expand...

Even at a lower margin Telsa still makes money on EV's and no one else does.

If I bought GM a year ago Im still down money and any gain in under a year is subject to short term cap gains like the ride you took,

You made a bit of money, but will give most of it back.



Screenshot 2024-01-31 at 7.07.01 AM.webp
 
JeffKeryk said:
Actually, Q4 deliveries and GM% are up over Q3.
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Yes. I think you missed the discussion based on this previous post in the other page

Jan 30 (Reuters) - Registrations of Tesla (TSLA.O), opens new tab vehicles in California dropped 10% in the last quarter of 2023, the first fall in more than three years in the state, which is one of the most important markets for the electric carmaker and considered a national trend setter

Source (thank god its not Fox *LOL*)
https://www.reuters.com/business/au...ns-fall-first-time-since-pandemic-2024-01-30/
 
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UncleDave said:
Even at a lower margin Telsa still makes money on EV's and no one else does.

If I bought GM a year ago Im still down money and any gain in under a year is subject to short term cap gains like the ride you took,

You made a bit of money, but will give most of it back.



View attachment 200992
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It will be an interesting year if GM continues to climb and Tesla falter. After all, GM is down less than Tesla over the last two years.
Maybe GM will get back to that high of 52, Tesla never will anytime soon get back to 307.

Your cherry picking data to fit your post of what is short term and long term, so I posted my own cherry picked data. Tesla deserves to be at most an $80 stock in the traditional sense of the automotive world. Long term who knows with the Tesla robots but not as a car company, the media darling has become stale.
 
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alarmguy said:
Source (thank god its not Fox *LOL*)
https://www.reuters.com/business/au...ns-fall-first-time-since-pandemic-2024-01-30/
Click to expand...
Published figures are published figures. You think Fox would purposely falsify them ? Your bias is showing. "LOL"

TSLA is a volatile stock. P/E numbers are meaningless. TSLA's valuation will ultimately be based upon all of their products and services and not just upon their EV sales. Financial analysts who understand that are still predicting a stock price of over $400 by 2025 and as much as $1000 by 2030.

Of course that means nothing at this tiny window in time if you are a shareholder. You are either thick skinned and in it for the long haul or you should put your investment somewhere else.
 
alarmguy said:
Your cherry picking data to fit your post of what is short term and long term, so I posted my own cherry picked data. Tesla deserves to be at most an $80 stock in the traditional sense of the automotive world. Long term who knows with the Tesla robots but not as a car company, the media darling has become stale.
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Ah ha. You hit the nail on the head. Tesla is not a traditional car company. Tesla is a tech company; a leader; leaders do not follow.
Remember those "attack robots"? Who else has that?
 
alarmguy said:
It will be an interesting year if GM continues to climb and Tesla falter. After all, GM is down less than Tesla over the last two years.
Maybe GM will get back to that high of 52, Tesla never will anytime soon get back to 307.

Your cherry picking data to fit your post of what is short term and long term, so I posted my own cherry picked data. Tesla deserves to be at most an $80 stock in the traditional sense of the automotive world. Long term who knows with the Tesla robots but not as a car company, the media darling has become stale.
Click to expand...

I want GM and Tesla to succeed. Never is a long time, but I would agree its not likely to go there again.

I'm still mad that Tesla even exists because GM originally led the EV market and let it all go away.

Im not sure I cherry picked anything though. There is a reason the 1 year tab exists in everyones stock charting system.
Had I picked some randomized dates in the middle of the year for either company I would call that cherry picking, but 1 year is the magic number where short term cap gains go away.
 
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DwightFrye said:
Published figures are published figures. You think Fox would purposely falsify them ? Your bias is showing. "LOL"

TSLA is a volatile stock. P/E numbers are meaningless. TSLA's valuation will ultimately be based upon all of their products and services and not just upon their EV sales. Financial analysts who understand that are still predicting a stock price of over $400 by 2025 and as much as $1000 by 2030.

Of course that means nothing at this tiny window in time if you are a shareholder. You are either thick skinned and in it for the long haul or you should put your investment somewhere
Click to expand...
PE numbers are never meaningless, if they were meaningless, they wouldn’t have been slashed by 50% along with the stock price
Everything else is speculation, that is what is meaningless.
When a company continuously misses and revises its stated outlook as Tesla has been doing buyer beware.

When it comes to the media, the general population cannot tell fact from fiction.
Here is the ultimate example, Wall Street, breaking new highs, the vast majority of the public thinks the economy is good, but this is the inconvenient truth and at some point, some generation is paying for it and boy are they going to pay.
http://usdebtclock.org
 
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JeffKeryk said:
Ah ha. You hit the nail on the head. Tesla is not a traditional car company. Tesla is a tech company; a leader; leaders do not follow.
Remember those "attack robots"? Who else has that?
Click to expand...
Lets see if BYD builds a plant in Mexico, then uses their own attack Robots. That would surely get those BYD cars selling in the US. Something I'd be reasonably sure Elon and TSLA shareholders would not be happy about. Time will tell.
 
demarpaint said:
Lets see if BYD builds a plant in Mexico, then uses their own attack Robots. That would surely get those BYD cars selling in the US. Something I'd be reasonably sure Elon and TSLA shareholders would not be happy about. Time will tell.
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Tesla desperately needs a new trick pony and most likely a new CEO.
Electric vehicle sales seem to be slowing up far ahead of any of the most pessimistic projections in the USA.
Now throw in Tesla stake product line and I don’t think the future looks very pretty except for speculators.

I’m talking about the USA here, it is a big world but I get tired of hearing about EV market penetration in postage stamp size countries.
The USA has always been the country with luxury vehicles made for the vast interstate system in our large country
 
demarpaint said:
Lets see if BYD builds a plant in Mexico, then uses their own attack Robots. That would surely get those BYD cars selling in the US. Something I'd be reasonably sure Elon and TSLA shareholders would not be happy about. Time will tell.
Click to expand...
Gotta love those attack robots!
Regardless, you are spot on about BYD and China as a whole. They are formidable foes. Some people buy almost solely on price; BYD wins there. I will buy another Tesla because it is made a few miles up the road from here. Buy American!
 
Are we talking about Tesla or Tesla stock?

Tesla stock needs a crazy visionary to justify there multiples, so people believe earnings can continue to grow. So they need Elon. Can they get there - likely not - but its extend and pretend, the longer the better.

The earnings call was a mess. Last time Elon starting acting like this was when he was pushing the stock up so he could use his stock to leverage money for Twitter. Wouldn't shock me if he was talking it down for another one of his own reasons? Wouldn't be a new thing.

As for the P/E - one of the reason all these tech stocks (again the stock, not the car) are doing well compared to legacy companies is they have no debt in a rising interest rate environment, so in theory they should have a huge advantage. GM has $120B in debt compared to Tesla has like $2B.
 
SC Maintenance said:
Are we talking about Tesla or Tesla stock?

Tesla stock needs a crazy visionary to justify there multiples, so people believe earnings can continue to grow. So they need Elon. Can they get there - likely not - but its extend and pretend, the longer the better.

The earnings call was a mess. Last time Elon starting acting like this was when he was pushing the stock up so he could use his stock to leverage money for Twitter. Wouldn't shock me if he was talking it down for another one of his own reasons? Wouldn't be a new thing.

As for the P/E - one of the reason all these tech stocks (again the stock, not the car) are doing well compared to legacy companies is they have no debt in a rising interest rate environment, so in theory they should have a huge advantage. GM has $120B in debt compared to Tesla has like $2B.
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And tech is always gonna be volatile. Tech gets stuff right and gets stuff wrong like every other sector but the swings are wider. The market will read and mis-read current business status.
Tesla's PE Ratio is outta whack with car companies, but not Apple, Microsoft, etc.

What about PE ratio? What does that signify?
A high PE ratio may mean that a company's stock is currently overvalued, or that the market is expecting high growth rates in the future.
Strong PE ratios often signify perceived strong (and diversified) growth, innovation and certainly a leadership position in the market place.

Personally I believe Tesla's high PE ratio is strongly due to its image as a software company. Software requires no cost to manufacture; the margins are off the chart.
 
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JeffKeryk said:
And tech is always gonna be volatile. Tech gets stuff right and gets stuff wrong like every other sector but the swings are wider. The market will read and mis-read current business status.
Tesla's PE Ratio is outta whack with car companies, but not Apple, Microsoft, etc.

What about PE ratio? What does that signify?
A high PE ratio may mean that a company's stock is overvalued, or that the market is expecting high growth rates in the future.
Strong PE ratios often signify perceived strong (and diversified) growth, innovation and certainly a leadership position in the market place.

Personally I believe Tesla's high PE ratio is strongly due to its image as a software company. Software requires no cost to manufacture; the margins are off the chart.
Click to expand...
Tesla can't trade like a tech stock forever. There a manufacturing company. They have to end up building stuff. If they want to double earnings they need to ship twice as many cars.

If faceplant or Twitter or whomever wants to double earnings, they need to get more users, replicate more servers, and sell more adds. Apple designs a new phone, pays Foxcon $100 to build it and sells it for 10X, and people change phones every year or so.

Making cars is hard.

It can go on for a while. They realistically have no competitor save maybe BYD. These high debt legacy OEM's can't compete in that market- they have too much debt. There operating in the old world. They need to consolidate - so we have 4 or 5 car companies not 20. It almost happened in 2008, but some folks got bailed out and ZIRP saved the rest. When that happens we will have a real market. Until then, we wait.
 
SC Maintenance said:
Tesla can't trade like a tech stock forever. There a manufacturing company. They have to end up building stuff. If they want to double earnings they need to ship twice as many cars.

If faceplant or Twitter or whomever wants to double earnings, they need to get more users, replicate more servers, and sell more adds. Apple designs a new phone, pays Foxcon $100 to build it and sells it for 10X, and people change phones every year or so.

Making cars is hard.

It can go on for a while. They realistically have no competitor save maybe BYD. These high debt legacy OEM's can't compete in that market- they have too much debt. There operating in the old world. They need to consolidate - so we have 4 or 5 car companies not 20. It almost happened in 2008, but some folks got bailed out and ZIRP saved the rest. When that happens we will have a real market. Until then, we wait.
Click to expand...

They are also an energy delivery company with the largest network standard in the world.

If your EV car or truck isn't on NACS - it's obsolete. This boat sailed in 2023.

With no physical product to deliver - each connector is simply an arbitrage of money capable of real time but and sell price changes insuring every KW is profitably sold.
 
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