iPlug
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Re: TSLA corporate outlook

Tue Feb 04, 2020 8:11 am

Amazon was mostly a book seller in its early days. Not great margins or large market potential to capture on that alone. Others saw where Amazon was headed and were well rewarded for foresight.
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webb14leafs
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Re: TSLA corporate outlook

Tue Feb 04, 2020 8:12 am

coleafrado wrote:
Tue Feb 04, 2020 7:45 am
The thing is, when you're comparing Tesla to Amazon on the basis of their P/E and their minimal profits - demand for cars is no where near as constant as the demand for the millions of products Amazon sells. Sure, infinite growth and perfect balance of income and capital expenditure works for Amazon, but for a company selling cars... overexpansion can mean death, and fast.
Much of Amazon's value comes from nothing to do with product sales. That is a low margin business. Their recent growth has been fueled by AWS and service sales. Tesla's valuation is speculating the a similar evolution will occur with them. I don't think they can justify much more growth as just a car company.

EatsShootsandLeafs
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Re: TSLA corporate outlook

Tue Feb 04, 2020 8:22 am

jlv wrote:
Tue Feb 04, 2020 6:55 am
EatsShootsandLeafs wrote:
Tue Feb 04, 2020 6:49 am
Stock up another $100 premarket. Completely abdicated from reality.
Could this be a massive short squeeze taking place? Either way, it's going to be a heck of a rollercoaster ride.
I think that's part of it. Now the stock is $900.

Puts have actually increased in price in some cases since open this morning, because the stock's volatility is so high now risk abounds for anybody selling puts or calls.

I thought this stock was overpriced at $400 and even $300 and plainly said as much. Going long TSLA at $900 is absolutely insane. It must be a combo of short squeeze and newbies jumping in (apparently 12,000 people on robinhood bought tsla for first time yesterday).

GaleHawkins
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Re: TSLA corporate outlook

Tue Feb 04, 2020 8:57 am

WetEV wrote:
Tue Feb 04, 2020 7:43 am
GaleHawkins wrote:
Tue Feb 04, 2020 7:29 am
Tesla is not a car company. Look at the cars as no more than computer cases to sell technology needed to get to Mars and live on Mars.
Thinking of SpaceX?

Tesla is mostly a car company, and its future depends on domination of the car market, at least in the USA. Outside the USA, Tesla will need to compete, and will be less profitable.
Actually I was thinking about you painting the lens of your internet glasses black?

Musk's goal to remove the need for fossil fuels as much as possible is what drives him and therefore his many industries.

Have you seen the plans for the Tesla Semi on Mars? Solar power is the main power source in space. How many tankers of gas and diesel have been sent by rockets to the International Space Station?

The Tesla car is leading to better battery packs for space and more efficiency of electric motors that are be used on Mars.

As of today Tesla has no competition that has beat the range of their 2012 Model S car. VW wants to compete against Tesla and are following Musk's lead on how to build car plants using machines to build the machines.

Have you looked at Tesla's plans to change aviation with planned electric planes that need no airports that take up so much land and uses so much fossil fuel.

If Tesla's stock makes it to $1200 a share this month a 50% retracement back to $400 would be expected but that will still leave it at $800.

Have you read Ashlee Vance's 2015 book about Elon Musk and what makes him tick? Consider reading it so you sound more informed on the subject of this thread. It is NOT money that dives Musk except he knows he needs money if he wants to live and die on Mars.

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jlv
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Re: TSLA corporate outlook

Tue Feb 04, 2020 9:29 am

EatsShootsandLeafs wrote:
Tue Feb 04, 2020 8:22 am
(apparently 12,000 people on robinhood bought tsla for first time yesterday).
Sadly, those people might learn the hard way the answer to "How do you make a small fortune in the stock market?".
(spoiler: start with a large fortune)
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goldbrick
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Re: TSLA corporate outlook

Tue Feb 04, 2020 11:00 am

Will there be tulips on Mars?

webb14leafs
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Re: TSLA corporate outlook

Tue Feb 04, 2020 11:12 am

Just sold all of mine. look forward to buying more when the tide turns.

iPlug
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Re: TSLA corporate outlook

Tue Feb 04, 2020 1:10 pm

Not selling any here, but plan to buy more if large “correction”.
'19 Model 3 SR+, '19 Leaf SV, '12 Plug-in Prius (sold 3/19), '16 Leaf SV (prior lease), 11.43kW Solar PV (16MWh/yr prod.), 20.5 SEER/13.0 HSPF ducted air-source HP, 3.70 UEF HPWH, Induction Cooktop, Variable Speed Pool Pump, Battery powered yard tools

webb14leafs
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Re: TSLA corporate outlook

Tue Feb 04, 2020 1:19 pm

iPlug wrote:
Tue Feb 04, 2020 1:10 pm
Not selling any here, but plan to buy more if large “correction”.
Good strategy. I might regret selling, but I'm confident it will end up below current price at some point in the near future.

WetEV
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Re: TSLA corporate outlook

Tue Feb 04, 2020 1:43 pm

GaleHawkins wrote:
Tue Feb 04, 2020 8:57 am
WetEV wrote:
Tue Feb 04, 2020 7:43 am
Thinking of SpaceX?

Tesla is mostly a car company, and its future depends on domination of the car market, at least in the USA. Outside the USA, Tesla will need to compete, and will be less profitable.
Actually I was thinking about you painting the lens of your internet glasses black?

Musk's goal to remove the need for fossil fuels as much as possible is what drives him and therefore his many industries.
Musk's public facing goals and Musk's private goals are different.

Starship fuel is liquid methane and liquid oxygen. Methane is mostly a fossil fuel. It take a huge amount of methane to lift Starship into orbit. A huge amount of fossil fuel. And for building a city on Mars, a huge number of rocket trips.

Mars or fossil fuel reduction? Pick one.
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