iPlug wrote:TSLA market cap stands where it did about 9 months ago, about 56B today
As has been said before, the typical TSLA investor is irrational and indifferent to Tesla's financial position. Neither classical fundamental nor
technical analysis, typical for most stocks, applies to TSLA.
iPlug wrote:It should be interesting to watch the ticker over the next ~6 months to see how the Model 3 rollout progresses and how investors value the company then.
Not really! Given the irrational behavior of the typical TSLA investor, it won't be until mid 2019 for the market to realize that the M3
isn't the financial savior Tesla needed.
iPlug wrote:To this point the naysayers appear to have mostly called it wrong.
Again, not really. As you stated in the first quote, TSLA is basically unchanged for the last 9 months, the M3 deliveries have missed
even the revised guidance a number of times, and Tesla losses continue to increase each quarter. Most naysayers predicted that the
M3 wouldn't be delivered to reservation holders for a price less than $50K, if ever. For 2018 deliveries, this has even been confirmed
#1 Leaf SL MY 9/13: 74K miles, 48 Ahrs, 5.2 miles/kWh (average), Hx=70, SOH=78, L2 - 100% > 1000, temp < 95F, (DOD) > 20 Ahrs
#2 Leaf SL MY 12/18: 4.5K miles, 115 Ahrs, 5.5 miles/kWh (average), Hx=98, SOH=99, DOD > 20%, temp < 105F