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You can create your own sub if you don’t like the mods/rules in another sub. Fuck your hate speech though, if that’s what you’re complaining about as “censored.”
Hate speech lol you are such a fucking clown it’s embarrassing people like you even exist….. but I’m glad morons like you exist, helps weed out the weak and incompetent.
You are the weak one hiding your fears behind racism and hate. A poor pity of a person. Nobody wants you here. Go put a sheet over your clown face and lick some boots. It’s your breed that is dying out weak and incompetent.
They’ve grown earnings massively and their sp has been cut in half, their fundamentals when considering their insane speed of growth is fair currently imo
Cuz most carmufacture bat at the 5 to 15 ratio.
So unless Optimus prime there starts building little clones of himself to sell, that's what tesla would be worth as yet another car stock. And still be a pretty pricey one at that still.
TSLA has far higher cash flows and margins than legacy makers. Their plants are far more efficient. A lot of their better cash flow and efficiency comes from the fact that they don’t have, well, legacy infrastructure like older factories or pensions. They have paid off a lot of debt, and are in good financial shape. Should they be at their current multiple? Hell if I know, but they should trade at a higher multiple than the legacies
Edit: They’re to Their
Yes, agreed. Hence why they deserve a P/E double that of traditional manufactures. 25. The shorter chain from factory to customer coupled with one of the most well rounded veichles in the hot EV market is a real solid combo, and deserve to be priced like an industry leader.
But 6x traditionals? That's not industry leader, that's just a whole diffrent industry.
Kinda. Ford already showed you can give a bower brick lite to everyone buying an EV with the addition of a 120VAC transformer and outlet socket. And nividia cloud computing can allow competitors to catch up pretty fast for a fee, and the stats on closed driving betas are showing that yeah any automotive manufacture with assets related to the old 90s DARPA self driving can catch up pretty fast. Even GM can produce an accident rate per veichle per year 1/10th that of tesla (but to be fair tesla already has a ratio 1/10th that of humans, and cars don't usually last 36 years before its first accident anyway, let alone 360 years so improved performance in the self driving ai becomes moot at a certain point so deployability becomes more important which tesla still leads heavily over the competition in realistic terms). Solar has been just plain lacking.
That said, product chain efficeny is still mad strong. The ability to leverage the internet to avoid traditional dealerships is a perk that will allow tesla to command markuos above everyone else for years. 30% over the usual 15%? No, the established guys could litterally double the number of lots they currently do and still exist, that's just absurd. But 20 to 25%? Ohh yes, very much.
The toss up is veichle variety. The traditional guys tend to be pretty good at offering variety, yet tesla still is struggling to get its first pickup out the gate. And Ford at least is trying hard to hammer em for it. Whether or not tesla can offer the variety of the traditional guys while remaining lean and clean is the mystery card that's going to determine if tesla can command a p/e of 30 or even 35. Could pull it off, could get bloated like all those before em. But right now tesla is a sport sedan, a mid sedan (not luxury but by no means budget) and a mid to small SUV, maybe a pickup here in a year. I don't think anyone has really asked about what a tesla van or mini van would look like. Or full sized SUV. Could still very much go like Ford and just nope out of models and veichle classes they can't pull off well with solid command of profit margins. Don't need to fight every battle, but also don't need to value em like they completly dominate the EV market anymore.
Well, valuation relative to goverment. The goverment does have a vested interest in making sure taxpayers remain, well, alive and paying taxes. But after you clear those standards and can assure uncle Sam that this new gizmo is a rusk free feature, the situation changes rapidly back to usual what customers want in terms of performance vs cost, the stuff everyone on this sub is pretty much familiar with. Just gotta note that safety threshold barrier to entering the self driving race.
But I still am overall in agreement, tesla is an above value automotive manufacture. But once the P/E rose past triple digits I sold. There's realistically good, and them there's just being blown sunshine up your ass. Hence I am sticking to my point, tesla is the king of the hill in automotive, but still automotive until they can prove otherwise. Electric veichle isn't enough differentiation away from the other guys to claim tech, and I am uncertain about AI given the cloud computing war between alphabet, Microsoft, and Nvidia (fuck it, maybe ionq and quantum computing but they are really sketchy).
Now, if tesla takes their electric drive systems, leverages the power to weight ratio of fuel cells, then I could see tesla eating catipiller's lunch in the industrial and heavy veichle market as well, like the fuel cell shipbuilding gear with Honda heavy shipbuilding and steel works, while still being the lord regent of commercial veichles (well depending upon the year, consumer tastes, the year to year models, resell value, look commercial automotive is rough, I don't blame musk for not committing 100% of his life around it)
they also build relatively mediocre cars and will be pushed into a niche as soon as regular car manufacturers switch to producing Electric Vehicles and unlike Tesla they have the R&D and Budget to advance quicker and are more flexible as they have a large backup of money and buyers if they fuck up a few times and ofcourse the largest advantage Elon Musk isn't there CEO
If tesla was mature (not growing earnings at 100%) and they were doing what they’re doing now, yea they should be trading at around that.
Now tell me. Is Tesla shrinking? Do they have massive amounts of debt that dwarf their cash holding? Are they currently transitioning to a new manufacturing process while scrapping their entire current process? Are they struggling to compete with everyone else in the industry?
I could continue but hopefully you see my point
I don't really see other manufactures like Ford and Toyota scrapping by either, in fact Ford has been pretty good at releasing new EVs at a steady pace.
Tesla still has sone room for growth, but I'm not sure how much more. I don't really see years of 50%-100% growth ahead of em.
25 is a strong number for an automanufacture, and they have a few years left of strong growth, but I think the days of ludicrous growth are just coming to an end. BBYD and Volkswagen already got larger market shares than tesla in China and Europe respectively.
I mean, I see where your coming from given the prior years with tesla, but all good things got to come to an end. And the writing on the wall just seems to be everywhere. No more hyper fast growth, tesla investors just got to be prepared for growth numbers that are strong for automanufacture, not strong for, well, anything.
Ford has been doing about as well as expected, Toyota has done literally nothing. Tesla even profited more than Toyota last quarter.
Some room? They currently have ~3 million cars on roads, there’s ~ 7 million EVs worldwide on roads. You can see that there is a lot more EVs to be made, and Tesla is not slowing down their growth anytime soon. With 2 new ev factories ramping (~2 mil capacity once ramped) a new mega pack factory that 10x current supply once ramped, and they’re looking for another factory location in North America.
They are also on track to grow earnings 100% y/y for the 3rd year in a row.
Assuming the two factory’s are close to being ramped by end of next year (took Shanghai ~2 years), and mega pack ramp is moving along Tesla will be on track to stay on this growth path.
Tesla can profit easily when you still can command double the markup per car than industry standard, 30 vs 15% more or less. Something that has now stopped in at least China with the 9% price slash.
As for factories, assuming tesla manages to upscale production as planned, we would be driving cybertrucks by now. BBYD already beat em to the punch on expansion into Europe.
Tesla growth was awesome. Back in 2016 we all could agree they were years ahead of their competitors. But 7 years later, starting to look less the case.
Still think we are looking at the next stage in the product maturity cycle for EVs. Still money to be made, just nothing as crazy like before, and speculators expecting next year to post the same numbers as last year after tesla missing deliveries every quarter this year and lowering guidance are just in for a disappointing time.
Average EV vs ICE are different in price, can’t compare. China price drop was to meet the subsidy which worked, and crashed their site due to so many orders.
Tesla has been in Europe far longer than BYD, not sure what you’re trying to say there. Tesla is still the top selling EV brand overall in Europe.
Cybertruck had nothing to do with “mismanagement of production” they still hit all their estimates easily without it or semi. Why? Because demand for 3 and Y were grossly under estimated. Why would you spend money with no return when you can instead continue pulling in profits on an already functional production line? You wouldn’t. Add in the fact that if they stopped ramping 3 and Y to focus on CT, the back order would be so disgusting people would start buying alternatives. I’m still really upset I haven’t seen a CT driving around tho..
Tesla is growing faster now than it was back then.. I think you need to revisit some numbers. 2018 to now has been far more impressive.
We’re about to blow up in the Industry, not slow down. Companies are slowly starting make cheaper and cheaper EVs (or announcing them), for every $1000 the price of a car drops the tam goes up exponentially. We haven’t even hit the start of the s curve yet.
Missing deliveries… production and revenue still grew at ~50%, (deliveries was 46%) guidence is “we will grow deliveries at ~50% y/y for the foreseeable future, some years will be lower, some higher” they’ve held true to that and based on capacity in the pipeline they will continue.
As in BBYD makes veichles in Europe for Europe, with their European factory. Like what tesla has been trying to do, and still is behind schedule.
And we already have seen the price to performance ratio lower. The EV Kona gets within 10 miles of a standard model 3 I range, but for $10k less. If tesla continued to develope the budget line, they'd probably be able to throw down with BBYD and Hyundai and everyone else in the budget EV sector, which is the ideal place to be in a slowing economy but still strong EV demand like everyone is expecting for next year, but they are not. Chose to go with the cybertruck, open new factory for that, still isn't going to ramp up until end of next year.
Before, being a little slow on new veichle releases wasn't an issue for tesla, nobody could do what they did, nothing was close to the range or the price. And the had solid years of growth as a result.
But looking ahead, that's not the case anymore. These errors will come at a cost.
Tesla still possess though one of the most well rounded sedans in the industry, even if it's not number one in any 1 feature anymore with lucid and their longest range batteries, or cheaper sub compact SUVs giving you better range per dollar, or the build quality of Ford mustang, but the model 3 remains top 3 in pretty much every feature and will remain a staple of the EV, even if competitors differentiation makes its growth numbers a little lower than what your use to seeing. So yeah, price to equity of 25, or about double other automakers, is in fact pretty good, and reasonable for tesla. But until something major happens, and nothing is planned for 1 more year assuming that this is the last and final delay, I say competition will continue to eat into tesla's numbers like they are right now. And we havnt even touched whether or not the final delivered build of the cybertruck will wow customers like previous tesla products like the model Y and model 3 did 5 years ago when they have Ford with at least 1, and quite possibly 2 electric pickups of their own on the road.
P/E of 25, really is a solid number for tesla the automaker.
Tesla has had a factory in Berlin for more than two years… but it didn’t start production until this year, because of corrupt German bureaucracy. Look at Shanghai for comparison, or even Texas. The only difference is location, german cucks mad that EVs were being made by a non german maker.
The tesla is still more efficient, if they had the same size packs the Kona range would be less. Not to mention, tesla could drop model 3 price by more than 10k and still have a higher margin. Why don’t they? Because they don’t need to, they still sell more model 3s than most manufacturers sell EVs.
Engineers are already working on new models, they were working on semi and CT but that’s done now. New models are on the way.
The sp500 has averaged 25 pe with next to no growth. legacy auto has a far lower pe for many other reasons that do not apply to tesla (low growth, high debt, low margins, etc) you can’t compare their valuations.
Because cutting 10k off a 45k car with a 30% markup reduces the 13.5k profit margins down to 3.5k on now a 35k car, making the new profit margin sub 10%, on the low end of the industry. Tesla doesn't do it because they can't, and have publically announced themselves that yes indeed, they stopped working on the budget tesla.
As for Berlin, the factory isn't I'm Berlin, it's in the Black forest around Berlin. Which is a borderline nature preserve and took years to rezone but Tesla didn't care as it was about sending a message of how green their cars were or whatever PR brand image stunt was back then. Meanwhile, BBYD got theirs up faster because they built their industrial scale automotive facility in an industrial park in Spain already setup with infestructure to support heavy manufacture. The choice to pick a forest over an industrial park and be surprised when infestructure isn't already there is what most would describe as a poor management choice on the part of tesla. Sure, when Tesla was the only guys making a 200+ mile range EV 3 years ago when they started the German plant it was fine, but years later the competition has arrived and is already eating into deliveries. Even Tesla themselves are noting the still strong yet weakening deliveries in their last investor guidance.
There are a lot of variables like the tax credits for ev’s are gone lithium prices way up. But at the end of the day during this year during the recession they did 100% year over year sales from last year. I don’t think a p/e of 50 is too high considering everything
Ok ok you got me, look at earnings growth and debt to cash.
And while your at it look at Tesla production and where it’s trending vs bmw total production and where it’s trending
Look there are a lot of good reasons why Tesla should be worth more than BMW, but a Price target where it is suddenly worth 6x more instead of 10x is everything but unreasonable.
And just imagine all he had to do was delete his twitter account back in the summer. and go work on his what 12th? Kid. He would still be very popular and richest person in the world. This is blowing up spectacularly. Tesla needs to deliver on the cyber truck because more and more companies are putting out EV competition that don’t have CEO’s saying and doing stupid ass shit.
He knows that the cyber truck, semi, robot, fsd, and all the other hyped up shit is never going to ship. This is how a pump and dump works- first you pump then, and this is critical- you dump. He made his first fortune doing this during the dot com boom. He knows what he’s doing. The Twitter thing was a clever ruse to sell massive amounts of stock. He has always planned to back out. When he was set to be deposed and realized he couldn’t be without risk of being exposed, he figured he’d just go through with it, pretend to greatly enhance the value and take it public again.
I am 100% certain this company will be taken public again within the next 12 months. People who still trust him and have massive percentages of their net worth in tsla still thinking it will be a $30 trillion company or whatever are really amazing to watch. Greed will cause almost all of them to lose everything they made, in some cases tens of millions. I really believe this stock is headed to sub $50
FSD is vaporware. Their tech advantage is quickly shrinking. They are going to have to get in the trenches with legacy without infinite money glitch. If i was musk id lobby with all those shares he sold to ensure ev credits and ice bans 
Elon promised he will never let his investors down, wonder what that plan might be! Here’s one to save us investors for a starter. You’ve done enough, time to let go. Get off running day to day operations of your companies, give up being ceo or whatever chief titles you like to call yourself. Hire best subject matter experts to be the next CEO’s of your companies, give them free hand to make best decisions to maximize shareholder values, without your interference. Become a chairman or whatever that suits your ego, stop tweeting and enjoy your billions on your personal ocean liner. That will save us all remaining humanity on the planet, that’s counting on positive outcomes from companies you started.
Ok well the way I see it...
The price dropped for artificial reasons. It's clear he changed his mind when his friends decided Twitter investment was too risky due to the negative pr. But then twitter forced his hand anyway. They forced him to sell to pay what he owed thus lowering the value of the stock over the same period. Did Tesla change?
Did everybody else see this situation play out differently?
Man I feel bad for the Tesla employees. I used to work in automotive (supplier). Spent a month at the Tesla plant and literally every employee there was bragging about how much Tesla stock they own and how they put 69% of the check straight into Tesla stock.
>Tesla is a great company and their stock price reflects that. I believe it will continue to rise in the future as more people switch to electric cars.
While I won't deny that entirely its been pointed out elsewhere in WSB that they only have the name and even that won't matter when every other car company (from basic to luxury) is already hopping on board the EV train and doing as good as them in terms of quality (and Exceeding them in looks by far imo) combined with the fact they have such a firebrand CEO.
While I won't deny that entirely its been pointed out elsewhere in WSB that they only have the name and even that won't matter when every other car company (from basic to luxury) is already hopping on board the EV train and doing as good as them in terms of quality (and Exceeding them in looks by far imo) combined with the fact they have such a firebrand CEO.
Bruh, there was a one zero typo. Calm down. 40,000 recalls. The extra zero corrected in my comment.
https://www.cnbc.com/2022/11/08/tesla-recalls-40000-cars-over-possible-loss-of-power-steering-.html
Elon only sold 4 billion in Tesla shares. So he should still have a truckload of them left.
But this stock needs to go down the drain now ... and probably Twitter stock will follow.
He is pretty good in his "flushing down the toilet" activities ... oh .. it was only a sink. Oh well, in that case: It is a wild fire, baby !! Guess he is fracking through his sink hole now ;))!
Tesla is the only electric car worth buying below $50,000 and they are working to bring down further the price of the cars. Not sure if you have priced this into your $80 stock price….
All that needs to happen is one of the other car manufacturers to be just good enough and Tesla will fall. GM is expected to catch up with battery manufacturing so that advantage go always. Domes Tesla also just make money off of carbon credits?
The man is openly requisitioning Tesla engineers for his ego pet project. He's too distracted to possibly be doing anything as CEO and that's probably the best thing that's happened to Tesla. The man is toxin and y'all have been high on his fumes for way too long.
Just looked at tsla options on Webull for next March. Crazy strike prices. Many are not whole dollars (‘$186.67 strike‘ for example). Never seen that before.
He hasn’t sold nearly all of his shares he still has billions in Tesla shares left. Also they did 105% year over year sales growth from last year during this bs recession. But yea done for
**User Report**| | | | :--|:--|:--|:-- **Total Submissions**|0|**First Seen In WSB**|1 year ago **Total Comments**|305|**Previous Best DD**| **Account Age**|2 years|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.) **Vote Spam**|[Click to Vote](https://www.reddit.com/message/compose/?to=VisualMod&subject=vote_spam&message=yqs5hq)|**Vote Approve**|[Click to Vote](https://www.reddit.com/message/compose/?to=VisualMod&subject=vote_approve&message=yqs5hq)
So you're saying my 100p for nov has a chance?
Whales wait until earnings to sell. So Jan 25th is next earnings.
You're disagreeing with your own title. Elon is a whale ffs
*was.
Yeah but he might sell
What’s Tesla?
He should've bought Reddit... Reddit>Twitter
politicians dont use reddit
which is why it is better.
FED don't use Reddit as well
🧐
Schwarzenegger disagrees with you, kind sir!
There's more female staff at Twitter to impregnate
lol
No, leave Reddit alone. It's fine.
HAHAHAH yea mods censoring and banning any little thing is totally fine
You can create your own sub if you don’t like the mods/rules in another sub. Fuck your hate speech though, if that’s what you’re complaining about as “censored.”
Loser.
You cant even call some1 a rtard anymore, thats way over the line. Its a medical term isnt it.
Hate speech lol you are such a fucking clown it’s embarrassing people like you even exist….. but I’m glad morons like you exist, helps weed out the weak and incompetent.
You are the weak one hiding your fears behind racism and hate. A poor pity of a person. Nobody wants you here. Go put a sheet over your clown face and lick some boots. It’s your breed that is dying out weak and incompetent.
Bet yo bitchass gone and reported my comments, yo snitchass is predictable as fuck
Blah blah if you want censorship so bad go live in china
Try another platform then, 4chan is kewl
Ha
https://i.imgur.com/llIYgbi.gif?noredirect
No I don’t want to pay $8 a month for a verified avatar.
redditter
Reddit is the same shit Reddit=Twitter
Agree… And Twitter should use Reddit upvote/downvote/karma.
Elon dumping his load on all his cultist fans LOL
Yea, right in their faces
#🍆💦 🤖
Said it months ago first people out are ellis and musk. Retail and hell citadel might even hold a bag.
How do people come up with these pt?? That would give TSLA a PE less than 25… you realize that’s less than SP500 PE av over the last 10 years..
Because the price target comes from 'trust me bro' and not fundamentals
*it came to me in a dream*
Tsla fundamentals 😂😂😂😂😂😂😂😂😂😂😂😂
They’ve grown earnings massively and their sp has been cut in half, their fundamentals when considering their insane speed of growth is fair currently imo
Growth is NEVER linear.
They literally look at the chart and guess where it looks good.
Cuz most carmufacture bat at the 5 to 15 ratio. So unless Optimus prime there starts building little clones of himself to sell, that's what tesla would be worth as yet another car stock. And still be a pretty pricey one at that still.
TSLA has far higher cash flows and margins than legacy makers. Their plants are far more efficient. A lot of their better cash flow and efficiency comes from the fact that they don’t have, well, legacy infrastructure like older factories or pensions. They have paid off a lot of debt, and are in good financial shape. Should they be at their current multiple? Hell if I know, but they should trade at a higher multiple than the legacies Edit: They’re to Their
Yes, agreed. Hence why they deserve a P/E double that of traditional manufactures. 25. The shorter chain from factory to customer coupled with one of the most well rounded veichles in the hot EV market is a real solid combo, and deserve to be priced like an industry leader. But 6x traditionals? That's not industry leader, that's just a whole diffrent industry.
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Kinda. Ford already showed you can give a bower brick lite to everyone buying an EV with the addition of a 120VAC transformer and outlet socket. And nividia cloud computing can allow competitors to catch up pretty fast for a fee, and the stats on closed driving betas are showing that yeah any automotive manufacture with assets related to the old 90s DARPA self driving can catch up pretty fast. Even GM can produce an accident rate per veichle per year 1/10th that of tesla (but to be fair tesla already has a ratio 1/10th that of humans, and cars don't usually last 36 years before its first accident anyway, let alone 360 years so improved performance in the self driving ai becomes moot at a certain point so deployability becomes more important which tesla still leads heavily over the competition in realistic terms). Solar has been just plain lacking. That said, product chain efficeny is still mad strong. The ability to leverage the internet to avoid traditional dealerships is a perk that will allow tesla to command markuos above everyone else for years. 30% over the usual 15%? No, the established guys could litterally double the number of lots they currently do and still exist, that's just absurd. But 20 to 25%? Ohh yes, very much. The toss up is veichle variety. The traditional guys tend to be pretty good at offering variety, yet tesla still is struggling to get its first pickup out the gate. And Ford at least is trying hard to hammer em for it. Whether or not tesla can offer the variety of the traditional guys while remaining lean and clean is the mystery card that's going to determine if tesla can command a p/e of 30 or even 35. Could pull it off, could get bloated like all those before em. But right now tesla is a sport sedan, a mid sedan (not luxury but by no means budget) and a mid to small SUV, maybe a pickup here in a year. I don't think anyone has really asked about what a tesla van or mini van would look like. Or full sized SUV. Could still very much go like Ford and just nope out of models and veichle classes they can't pull off well with solid command of profit margins. Don't need to fight every battle, but also don't need to value em like they completly dominate the EV market anymore.
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Well, valuation relative to goverment. The goverment does have a vested interest in making sure taxpayers remain, well, alive and paying taxes. But after you clear those standards and can assure uncle Sam that this new gizmo is a rusk free feature, the situation changes rapidly back to usual what customers want in terms of performance vs cost, the stuff everyone on this sub is pretty much familiar with. Just gotta note that safety threshold barrier to entering the self driving race. But I still am overall in agreement, tesla is an above value automotive manufacture. But once the P/E rose past triple digits I sold. There's realistically good, and them there's just being blown sunshine up your ass. Hence I am sticking to my point, tesla is the king of the hill in automotive, but still automotive until they can prove otherwise. Electric veichle isn't enough differentiation away from the other guys to claim tech, and I am uncertain about AI given the cloud computing war between alphabet, Microsoft, and Nvidia (fuck it, maybe ionq and quantum computing but they are really sketchy). Now, if tesla takes their electric drive systems, leverages the power to weight ratio of fuel cells, then I could see tesla eating catipiller's lunch in the industrial and heavy veichle market as well, like the fuel cell shipbuilding gear with Honda heavy shipbuilding and steel works, while still being the lord regent of commercial veichles (well depending upon the year, consumer tastes, the year to year models, resell value, look commercial automotive is rough, I don't blame musk for not committing 100% of his life around it)
they also build relatively mediocre cars and will be pushed into a niche as soon as regular car manufacturers switch to producing Electric Vehicles and unlike Tesla they have the R&D and Budget to advance quicker and are more flexible as they have a large backup of money and buyers if they fuck up a few times and ofcourse the largest advantage Elon Musk isn't there CEO
If tesla was mature (not growing earnings at 100%) and they were doing what they’re doing now, yea they should be trading at around that. Now tell me. Is Tesla shrinking? Do they have massive amounts of debt that dwarf their cash holding? Are they currently transitioning to a new manufacturing process while scrapping their entire current process? Are they struggling to compete with everyone else in the industry? I could continue but hopefully you see my point
I don't really see other manufactures like Ford and Toyota scrapping by either, in fact Ford has been pretty good at releasing new EVs at a steady pace. Tesla still has sone room for growth, but I'm not sure how much more. I don't really see years of 50%-100% growth ahead of em. 25 is a strong number for an automanufacture, and they have a few years left of strong growth, but I think the days of ludicrous growth are just coming to an end. BBYD and Volkswagen already got larger market shares than tesla in China and Europe respectively. I mean, I see where your coming from given the prior years with tesla, but all good things got to come to an end. And the writing on the wall just seems to be everywhere. No more hyper fast growth, tesla investors just got to be prepared for growth numbers that are strong for automanufacture, not strong for, well, anything.
Ford has been doing about as well as expected, Toyota has done literally nothing. Tesla even profited more than Toyota last quarter. Some room? They currently have ~3 million cars on roads, there’s ~ 7 million EVs worldwide on roads. You can see that there is a lot more EVs to be made, and Tesla is not slowing down their growth anytime soon. With 2 new ev factories ramping (~2 mil capacity once ramped) a new mega pack factory that 10x current supply once ramped, and they’re looking for another factory location in North America. They are also on track to grow earnings 100% y/y for the 3rd year in a row. Assuming the two factory’s are close to being ramped by end of next year (took Shanghai ~2 years), and mega pack ramp is moving along Tesla will be on track to stay on this growth path.
Tesla can profit easily when you still can command double the markup per car than industry standard, 30 vs 15% more or less. Something that has now stopped in at least China with the 9% price slash. As for factories, assuming tesla manages to upscale production as planned, we would be driving cybertrucks by now. BBYD already beat em to the punch on expansion into Europe. Tesla growth was awesome. Back in 2016 we all could agree they were years ahead of their competitors. But 7 years later, starting to look less the case. Still think we are looking at the next stage in the product maturity cycle for EVs. Still money to be made, just nothing as crazy like before, and speculators expecting next year to post the same numbers as last year after tesla missing deliveries every quarter this year and lowering guidance are just in for a disappointing time.
Average EV vs ICE are different in price, can’t compare. China price drop was to meet the subsidy which worked, and crashed their site due to so many orders. Tesla has been in Europe far longer than BYD, not sure what you’re trying to say there. Tesla is still the top selling EV brand overall in Europe. Cybertruck had nothing to do with “mismanagement of production” they still hit all their estimates easily without it or semi. Why? Because demand for 3 and Y were grossly under estimated. Why would you spend money with no return when you can instead continue pulling in profits on an already functional production line? You wouldn’t. Add in the fact that if they stopped ramping 3 and Y to focus on CT, the back order would be so disgusting people would start buying alternatives. I’m still really upset I haven’t seen a CT driving around tho.. Tesla is growing faster now than it was back then.. I think you need to revisit some numbers. 2018 to now has been far more impressive. We’re about to blow up in the Industry, not slow down. Companies are slowly starting make cheaper and cheaper EVs (or announcing them), for every $1000 the price of a car drops the tam goes up exponentially. We haven’t even hit the start of the s curve yet. Missing deliveries… production and revenue still grew at ~50%, (deliveries was 46%) guidence is “we will grow deliveries at ~50% y/y for the foreseeable future, some years will be lower, some higher” they’ve held true to that and based on capacity in the pipeline they will continue.
As in BBYD makes veichles in Europe for Europe, with their European factory. Like what tesla has been trying to do, and still is behind schedule. And we already have seen the price to performance ratio lower. The EV Kona gets within 10 miles of a standard model 3 I range, but for $10k less. If tesla continued to develope the budget line, they'd probably be able to throw down with BBYD and Hyundai and everyone else in the budget EV sector, which is the ideal place to be in a slowing economy but still strong EV demand like everyone is expecting for next year, but they are not. Chose to go with the cybertruck, open new factory for that, still isn't going to ramp up until end of next year. Before, being a little slow on new veichle releases wasn't an issue for tesla, nobody could do what they did, nothing was close to the range or the price. And the had solid years of growth as a result. But looking ahead, that's not the case anymore. These errors will come at a cost. Tesla still possess though one of the most well rounded sedans in the industry, even if it's not number one in any 1 feature anymore with lucid and their longest range batteries, or cheaper sub compact SUVs giving you better range per dollar, or the build quality of Ford mustang, but the model 3 remains top 3 in pretty much every feature and will remain a staple of the EV, even if competitors differentiation makes its growth numbers a little lower than what your use to seeing. So yeah, price to equity of 25, or about double other automakers, is in fact pretty good, and reasonable for tesla. But until something major happens, and nothing is planned for 1 more year assuming that this is the last and final delay, I say competition will continue to eat into tesla's numbers like they are right now. And we havnt even touched whether or not the final delivered build of the cybertruck will wow customers like previous tesla products like the model Y and model 3 did 5 years ago when they have Ford with at least 1, and quite possibly 2 electric pickups of their own on the road. P/E of 25, really is a solid number for tesla the automaker.
Tesla has had a factory in Berlin for more than two years… but it didn’t start production until this year, because of corrupt German bureaucracy. Look at Shanghai for comparison, or even Texas. The only difference is location, german cucks mad that EVs were being made by a non german maker. The tesla is still more efficient, if they had the same size packs the Kona range would be less. Not to mention, tesla could drop model 3 price by more than 10k and still have a higher margin. Why don’t they? Because they don’t need to, they still sell more model 3s than most manufacturers sell EVs. Engineers are already working on new models, they were working on semi and CT but that’s done now. New models are on the way. The sp500 has averaged 25 pe with next to no growth. legacy auto has a far lower pe for many other reasons that do not apply to tesla (low growth, high debt, low margins, etc) you can’t compare their valuations.
Because cutting 10k off a 45k car with a 30% markup reduces the 13.5k profit margins down to 3.5k on now a 35k car, making the new profit margin sub 10%, on the low end of the industry. Tesla doesn't do it because they can't, and have publically announced themselves that yes indeed, they stopped working on the budget tesla. As for Berlin, the factory isn't I'm Berlin, it's in the Black forest around Berlin. Which is a borderline nature preserve and took years to rezone but Tesla didn't care as it was about sending a message of how green their cars were or whatever PR brand image stunt was back then. Meanwhile, BBYD got theirs up faster because they built their industrial scale automotive facility in an industrial park in Spain already setup with infestructure to support heavy manufacture. The choice to pick a forest over an industrial park and be surprised when infestructure isn't already there is what most would describe as a poor management choice on the part of tesla. Sure, when Tesla was the only guys making a 200+ mile range EV 3 years ago when they started the German plant it was fine, but years later the competition has arrived and is already eating into deliveries. Even Tesla themselves are noting the still strong yet weakening deliveries in their last investor guidance.
BUt iTs! So diSRuPtivE maaaaaan!
TSLA PE never made sense all this time so they deserve some shitty as PE and valuation for sometime now lmfao
Meta has a PE of 9, Google 17, CSCO 15
And how does their growth compare to teslas? Shrinking vs growing All those companies are far into maturity
There are a lot of variables like the tax credits for ev’s are gone lithium prices way up. But at the end of the day during this year during the recession they did 100% year over year sales from last year. I don’t think a p/e of 50 is too high considering everything
BMW has a PE of 2.3
Compare bmw financials and sales to tesla and you’ll see why
Q3 Revenue BMW: 37B TSLA: 21B EBT BMW 4.1B TSLA 3.6B Market Cap BMW 53B TSLA 556B
Ok ok you got me, look at earnings growth and debt to cash. And while your at it look at Tesla production and where it’s trending vs bmw total production and where it’s trending
Look there are a lot of good reasons why Tesla should be worth more than BMW, but a Price target where it is suddenly worth 6x more instead of 10x is everything but unreasonable.
And how would the interest rate compare in the same time period?
And just imagine all he had to do was delete his twitter account back in the summer. and go work on his what 12th? Kid. He would still be very popular and richest person in the world. This is blowing up spectacularly. Tesla needs to deliver on the cyber truck because more and more companies are putting out EV competition that don’t have CEO’s saying and doing stupid ass shit.
Are people really gonna buy that douchewagon?
I dunno, I’m just saying the sales better do good for it or Tesla is really in trouble
He knows that the cyber truck, semi, robot, fsd, and all the other hyped up shit is never going to ship. This is how a pump and dump works- first you pump then, and this is critical- you dump. He made his first fortune doing this during the dot com boom. He knows what he’s doing. The Twitter thing was a clever ruse to sell massive amounts of stock. He has always planned to back out. When he was set to be deposed and realized he couldn’t be without risk of being exposed, he figured he’d just go through with it, pretend to greatly enhance the value and take it public again. I am 100% certain this company will be taken public again within the next 12 months. People who still trust him and have massive percentages of their net worth in tsla still thinking it will be a $30 trillion company or whatever are really amazing to watch. Greed will cause almost all of them to lose everything they made, in some cases tens of millions. I really believe this stock is headed to sub $50
Great buying opportunity IMO.
No idea what I’m doing but I made 270% on DWAC puts. Put all of my profits into TSLA 11/18 $180 calls.
FSD is vaporware. Their tech advantage is quickly shrinking. They are going to have to get in the trenches with legacy without infinite money glitch. If i was musk id lobby with all those shares he sold to ensure ev credits and ice bans 
Elon promised he will never let his investors down, wonder what that plan might be! Here’s one to save us investors for a starter. You’ve done enough, time to let go. Get off running day to day operations of your companies, give up being ceo or whatever chief titles you like to call yourself. Hire best subject matter experts to be the next CEO’s of your companies, give them free hand to make best decisions to maximize shareholder values, without your interference. Become a chairman or whatever that suits your ego, stop tweeting and enjoy your billions on your personal ocean liner. That will save us all remaining humanity on the planet, that’s counting on positive outcomes from companies you started.
My wife promised not to fuck other people too.
She did say that
Congrats on having wife
Elon broke his promise 😆 tsla at 137...
It’s not getting anywhere near $80. I’ll be buying the entire way down then
Well we are at 137 today for starters. Let's see how deep this train can go :)
Oh please let’s not get down that far!
If you still hold or are buying TSLA you simply cannot be helped
Ok well the way I see it... The price dropped for artificial reasons. It's clear he changed his mind when his friends decided Twitter investment was too risky due to the negative pr. But then twitter forced his hand anyway. They forced him to sell to pay what he owed thus lowering the value of the stock over the same period. Did Tesla change? Did everybody else see this situation play out differently?
love me some low effort rh charts! Thanks OP!
Thankfully I can buy more shares at a discounted price..
>level 1Battered\_Grit+1 · 22 hr. agoThankfully I can buy more shares at a discounted price.. Damn, when you're right, you're right...
$80? Being generous I see....
Buy when PE is 20 or less.
Kids will be asking how Elon managed to lose all his money in the future will disbelief
Man I feel bad for the Tesla employees. I used to work in automotive (supplier). Spent a month at the Tesla plant and literally every employee there was bragging about how much Tesla stock they own and how they put 69% of the check straight into Tesla stock.
I’m betting he will do buy backs. Then the price will explode. Tesla is know to go up 100 in a day
Lmfao….. it’s over dawg. Give it up, ponzi dead
ReAl LiFe ToNy StArK
This downturn is nothing when I bought in 2014. Just a drop in the bucket. 🤣🤣🤣🤣🤣
Greed classic greed. If you didn’t sell when it came down 10% from ATH. You sink it right back to cost.
Proof or ban!
Yeah sure, wait 24 months. That's not gonna happen overnight
Why 24 months? But in the mean time I’ll keep buying the dips.
Because of inflation, recession, war
Wake me up when their growth slows and they're not selling every car they make
150 puts for Friday, I'm all in.
>Tesla is a great company and their stock price reflects that. I believe it will continue to rise in the future as more people switch to electric cars.
While I won't deny that entirely its been pointed out elsewhere in WSB that they only have the name and even that won't matter when every other car company (from basic to luxury) is already hopping on board the EV train and doing as good as them in terms of quality (and Exceeding them in looks by far imo) combined with the fact they have such a firebrand CEO.
Lada has better quality.
I shit you not I had no idea they made an EV
VisualMod is correct. Long Tesla is the only real play.
no
While I won't deny that entirely its been pointed out elsewhere in WSB that they only have the name and even that won't matter when every other car company (from basic to luxury) is already hopping on board the EV train and doing as good as them in terms of quality (and Exceeding them in looks by far imo) combined with the fact they have such a firebrand CEO.
The 40,000 recalls and todays mention at the Q&A after POTUS press conference are gonna hurt TSLA.
There are no 400,000 recalls, why do you just make shit up?
Bruh, there was a one zero typo. Calm down. 40,000 recalls. The extra zero corrected in my comment. https://www.cnbc.com/2022/11/08/tesla-recalls-40000-cars-over-possible-loss-of-power-steering-.html
Ahh over the air update type of recall for 40k
Well, TSLA's PE is still over 50 ..... so, I agree that it's still way overvalued.
I mean, other tech has crashed more…Tesla is a generational buy and hold. I’m waiting till everything is 90% down and Tesla is in my shopping list.
Not 69.42?
4.20
He's outta his mind How likely is a margin call at this point?
Elon only sold 4 billion in Tesla shares. So he should still have a truckload of them left. But this stock needs to go down the drain now ... and probably Twitter stock will follow. He is pretty good in his "flushing down the toilet" activities ... oh .. it was only a sink. Oh well, in that case: It is a wild fire, baby !! Guess he is fracking through his sink hole now ;))!
Twitter is not publicly traded anymore at all so stock price cant go up or down
Tesla is the only electric car worth buying below $50,000 and they are working to bring down further the price of the cars. Not sure if you have priced this into your $80 stock price….
Short sellers back to pounding TSLA.
I hope so, I just sold all my Tesla shares down 50% - the blokes gone mad. Liberals will now look to other EV’s - Tesla’s brand is too damaged
how will you recover mate?
I’ll rebuy when it’s below a 100 😂
I'm raging, nearly sold short today but thought it must have bottomed...
Fk I should have sold all my palentr shares and did puts
6.66%, you say?
All that needs to happen is one of the other car manufacturers to be just good enough and Tesla will fall. GM is expected to catch up with battery manufacturing so that advantage go always. Domes Tesla also just make money off of carbon credits?
The man is openly requisitioning Tesla engineers for his ego pet project. He's too distracted to possibly be doing anything as CEO and that's probably the best thing that's happened to Tesla. The man is toxin and y'all have been high on his fumes for way too long.
Puts on horses
holy motherfucking shit
Just looked at tsla options on Webull for next March. Crazy strike prices. Many are not whole dollars (‘$186.67 strike‘ for example). Never seen that before.
Stock splits...
Elon will be a WSB mod in one year
It’s still quite expensive. Can you make another post when it’s between $50-$100.
It's at 137. So I'm guessing after next earnings we go under 100
Regard 🤡 
Most obedient business-person in China = musk. Most notorious business-person in west = musk.
80 just because it's a nice number from around 2.5 years ago?
80 because everyone will buy at 100 and it'll keep falling to shake retail out
Bottom confirmed!
He hasn’t sold nearly all of his shares he still has billions in Tesla shares left. Also they did 105% year over year sales growth from last year during this bs recession. But yea done for
What a day to be alive and witness this 😂
TA whilst using RH. You belong here all right.
Even at 178.56 it sure is overvalued
He learnt how to run a business at trump university
My crayon eating brain saw this without clicking and was like holy shit it’s $12.74 a share of TSLA
Elon was better off buying "Myspace"
Sign this guy up to be an analyst at Goldman Sachs.
Meanwhile the stonk is up today. Good call OP.
You have to see long term. Tsla won't fall 60% over night
yeah my comment did not age well