Understanding Tesla's Current Stock Valuation

With the tax credits expiring the Slate may be dead in the water. They really needed the $7,500 difference or it's not going to be any cheaper than a base maverick.
Your most likely correct. The Lightning and Cybertruck might cease to exist after the rebate. They could be building stock now in hopes of moving as many as they can in the "going, going, gone" fire sale?
 
Ford did sell 1165 more lightings than Cybertrucks in the first quarter and I think a few more than that in Q2. What I don't get is how most companies look at their product line and cancel products or services that don't make money, yet Tesla is continuing to crank out Cybertrucks. What for? It's estimated that between 7,500 and 10,000 Cybertrucks are sitting at various hold lots. That's over a four month supply sitting. Now that the cats out of the bag and the resale/trade-in value has come out a lot of people have skipped buying one altogether.
I agree. I wonder how long Tesla will continue with the CT, at least how it is currently.
And yes, every other car company besides Tesla loses money on their EV business, at least in America, how long will they keep it up? And why? It will be worse after September...
Maybe BYD and some other China companies, but they are so heavily subsidized by the government. Who knows?
 
Your most likely correct. The Lightning and Cybertruck might cease to exist after the rebate. They could be building stock now in hopes of moving as many as they can in the "going, going, gone" fire sale?
Do they qualify now? And I have to believe most customers are over the $150K income threshold as well.
 
I agree. I wonder how long Tesla will continue with the CT, at least how it is currently.
And yes, every other car company besides Tesla loses money on their EV business, at least in America, how long will they keep it up? And why? It will be worse after September...
Maybe BYD and some other China companies, but they are so heavily subsidized by the government. Who knows?
So let me ask you. Wouldn’t you think it’s possible that the Chinese feel that Tesla is heavily subsidized by the US taxpayer?
Everyone who buys one of their cars gets $7500 at the time of purchase, yes, there are some restrictions as far as income.
What does a Chinese citizen get cash from the Chinese communist party for buying an electric car? No

Number two every single year Tesla gets carbon credits in amounts that have nothing to do with the production of their cars
This stuff isn’t small change and I keep hearing from you how profitable they are, which is very misleading for a car company that have only had profits for about three years out of its 13 year or more history.
In fact, out of the last 10 years, Tesla‘s best income year in loose figures matched General Motors worst income year

https://carboncredits.com/teslas-carbon-credit-revenue-soars-to-2-76-billion-amid-profit-drop/

Currently at timesup to 30% of Tesla‘s income comes from carbon credits in the USA. Do Chinese guys get carbon credits? No

The good news is all of this ends at the end of September so the debate is over and now these companies will have to stand on their own 2 feet🙂
Peace!
 
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Ford did sell 1165 more lightings than Cybertrucks in the first quarter and I think a few more than that in Q2. What I don't get is how most companies look at their product line and cancel products or services that don't make money, yet Tesla is continuing to crank out Cybertrucks. What for? It's estimated that between 7,500 and 10,000 Cybertrucks are sitting at various hold lots. That's over a four month supply sitting. Now that the cats out of the bag and the resale/trade-in value has come out a lot of people have skipped buying one altogether.
The question on the Lightning sales, how many were sold to private citizens and private corporations?

From what I have seen, the GSO of the Federal government is far and away the key buyer of Lightning pickups. These sales were locked in by contract over a year ago.
 
So let me ask you. Wouldn’t you think it’s possible that the Chinese feel that Tesla is heavily subsidized by the US taxpayer?
Everyone who buys one of their cars gets $7500 at the time of purchase, yes, there are some restrictions as far as income.
What does a Chinese citizen get cash from the Chinese communist party for buying an electric car? No

Number two every single year Tesla gets carbon credits in amounts that have nothing to do with the production of their cars
This stuff isn’t small change and I keep hearing from you how profitable they are, which is very misleading for a car company that have only had profits for about three years out of its 13 year or more history.
In fact, out of the last 10 years, Tesla‘s best income year in loose figures matched General Motors worst income year

https://carboncredits.com/teslas-carbon-credit-revenue-soars-to-2-76-billion-amid-profit-drop/

Currently at timesup to 30% of Tesla‘s income comes from carbon credits in the USA. Do Chinese guys get carbon credits? No

The good news is all of this ends at the end of September so the debate is over and now these companies will have to stand on their own 2 feet🙂
Peace!
I believe every American car company is eligible for the credits. And others have been bailed out by you and I, the tax payer.
Now, how "heavily" is BYD, etc subsidized? Ya got me, so there's that.

All good AG.
 
Most of the Tesla discussion here focuses on their vehicle business; naturally.
Some of us speak to "tech", which perhaps many consider the car tablet and maybe more.

Here is a $16.5B chip deal with Samsung to further expertise in the AI race. I know many either don't like AI or think it is not that big of a deal, but the numbers speak for themselves.

I wonder... How many other car companies design their own chips? How many are in the AI race?
Tech for the win!
 
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