Tesla, the investment

[Tim]

FSD : problematic.

https://www.notateslaapp.com/news/1172/tesla-talks-fsd-hardware-4-0-but-there-will-not-be-retrofits

I doubt any technology path will be smooth. Paying $15k that becomes obsolete tends to piss off even the most loyal customers. Without FSD it’s viewed as just another car, EV or ICE.

[xraygoggles]

TSLA the stock is highly volatile. Recent trends:

2020: +700%
2021: +50%
2022: -70%
Dec 2022: -40%
Jan 2023: +65%

The recent move is a manufactured short squeeze due to rampant call option buying in January (you can easily google this if you are skeptical).

The earnings report was not bullish at all, growth is slowing, margins are narrowing, etc.

[Panscan]

Tesla the investment---all over the place. Tesla the company. Doing just fine

Like Bitcoin, a lot of folk interested in demise or supreme conquer....the truth is somewhere in the middle.

doing so well they had to cut prices 25% on best selling model, had to further lower interest rates to subsidize demand their ceo is under investigation by sec now for fsd fraud

hard to see why the stock isn’t a million

[StarTrekDoc]

Tesla the investment---all over the place. Tesla the company. Doing just fine

Like Bitcoin, a lot of folk interested in demise or supreme conquer....the truth is somewhere in the middle.

[Zaphod]

Where do you get your information? You post like a bot.

Margins are probably going down, but that is still a forecast. They are coming down from being 2x the industry. If they sold every car at the new lower price and never cut costs, their margins would be so bad they would be equal to toyota, and still profiting 7%.

They sold 96% of the cars made in 2022 and reported yesterday that orders doubled with the price drop (in an earnings call, so lying would be subject to SEC action) and finished the year with 16 days of inventory.

Going broke? Taking on debt? They finished 2021 with $17B in cash and finished 2022 with $22B in cash. In 2019 they owed $11B, at the end of 2021 owed $5.2B and at the end of 2022 they have less than $2B debt.

I have no idea and can find no reference to a $4B transfer of funds from Tesla to Twitter? Are you referring to Elon selling his personal shares to cover his purchase?

Elon in a certified d-bag, but while the company is far from perfect, and the stock valuation is infinitely debatable, but the points you try to make are silly. Please share what you are basing your prognostications on.

Food for thought. Ford Debt to equity ratio is 2.0. Toyota is .6. Tesla is 0.08. Who is better prepared for a slowdown in auto sales?

The margins, etc...is straight from the earnings report. They can be 2x more profitable than toyota, but they are 5x at minimum overpriced. They are priced far more than those numbers support, which should be obvious. It doesnt/never really has traded on any fundamental link, its the original meme stock.

Fords "debt" is simply their financing/lending arm, which is wildly profitable and widely misunderstood.

Assume the 4B comes also from the earnings report showing a mystery 4B "investment" category.

Market overall in full FOMO mode, nothing goes straight down, no shock tsla is the most exciting of stocks and behaves as such. It isnt signal.

[Molar Mechanic]

Collapsing margins, no demand, growing inventory, needing to take on debt to stay alive, 4B invested in twitter deal , ya it’s totally fine.

bags being transferred . Tale as old as time

Where do you get your information? You post like a bot.

Margins are probably going down, but that is still a forecast. They are coming down from being 2x the industry. If they sold every car at the new lower price and never cut costs, their margins would be so bad they would be equal to toyota, and still profiting 7%.

They sold 96% of the cars made in 2022 and reported yesterday that orders doubled with the price drop (in an earnings call, so lying would be subject to SEC action) and finished the year with 16 days of inventory.

Going broke? Taking on debt? They finished 2021 with $17B in cash and finished 2022 with $22B in cash. In 2019 they owed $11B, at the end of 2021 owed $5.2B and at the end of 2022 they have less than $2B debt.

I have no idea and can find no reference to a $4B transfer of funds from Tesla to Twitter? Are you referring to Elon selling his personal shares to cover his purchase?

Elon in a certified d-bag, but while the company is far from perfect, and the stock valuation is infinitely debatable, but the points you try to make are silly. Please share what you are basing your prognostications on.

Food for thought. Ford Debt to equity ratio is 2.0. Toyota is .6. Tesla is 0.08. Who is better prepared for a slowdown in auto sales?

[Panscan]

Sounds like Tesla is doing just fine per their earnings report. Luckily, I was tired of waiting for it to drop to $100 and jumped in at the right time. Regardless, it's a stock that I'd like to hold for the long-term.

Collapsing margins, no demand, growing inventory, needing to take on debt to stay alive, 4B invested in twitter deal , ya it’s totally fine.

bags being transferred . Tale as old as time

[GIMD]

Sounds like Tesla is doing just fine per their earnings report. Luckily, I was tired of waiting for it to drop to $100 and jumped in at the right time. Regardless, it's a stock that I'd like to hold for the long-term.

[StarTrekDoc]

Hopefully those wanting to jump on TLSA stock did so @ 105-110 with it spiking to 140s. Wonder how the market will react to tomorrow's call.

Inventory for Model Y new for entire USA - 165 (all but 1 is above the $55k threshold for Federal tax break). . Model 3 : 350

[CordMcNally]

Is there any data that says the prices increases and now the decreases over the last several years? I’m sure it’s kind of like the underlying stock and went up unnecessarily and will come back down. Curious to see where things ultimately settle.

[StarTrekDoc]

New car price is back to 2020 levels . What are prices of other cars in the industry to 2020?
Tempted to sell y to get another y now. 😃. Lets see if used car market takes a dive.

LEts watch those Id4 and mustang sales with this normalization of Tesla prices.

[Tim]

More price cuts, you know for all that massive demand they have.

can’t make this stuff up

This is the supply/demand balancing act.
•Mfg. wants invest in facilities and supply chain that give them capacity, cushion on the upside.
•Sales&Mktg wants optimistic rosy forecasts to show what a great job they are doing.
•Finance takes a lot and tries to find a reasonable forecast.

Sales forecast is the starting point:
Model X - 500 widgets x
Model Y - 600 widgets y
Mfg - plants and supply chain to build 1,100 widgets. Suppose capacity is 100 widgets per factory. OK, that’s 11 factories.
The problem is sales isn’t really sure of the mix, but wants to make damx sure they are available. Really expect to sell 500 total widgets.
Mfg really wants to make sure they can build 500 of x and 600 of y.

This comes down how effectively they can build a consensus and options. Price cuts are short term.
Factory shut downs are short term.

The art is going to be capacity for 5-10 years. If they ramp up to 11 plants and only use 5? Just a minor problem for the next guy running fire sales.

“The purchased property features 1.03 million square feet of space and industrial facilities with commercial shipping bays, among other features. ”
This is 1/4 the size of the Austin facility, Probably a parts and distribution. NOTE: needed for the service function and that function is inventory and overhead heavy (margins will decrease).

I don’t think Tesla is near over capacity, but I’d focus on how many cars the will need to build, not can build in the next 5 or 10 years.

That’s the big question for Tesla,

[Panscan]

More price cuts, you know for all that massive demand they have.

can’t make this stuff up

[StarTrekDoc]

In general, cults are very hard to leave - whether religious, political, financial (GME/AMC/TSLA/BTC et al), or sports-related. Tribalism is part & parcel part of human nature.

Most people would rather go down with the ship, then admit they were wrong/hoodwinked/gobsmacked/conned etc.

I for being a Tesla consumer , would love to have more choice and gladly jump to competition if offered a viable product. There simply isn't one. It's getting more interesting for sure with the mustang and ID.4 but both are just a little too short on the range for a day trip between San Diego and LA which is a large ev market potential being socal, so that matters. You don't need 500mi range. But you do need to be able to drive roundtrip between these two major ev heavy cities.

We're eager to see the id buzz specs as would love to get that to replace both the y and Odyssey

[Lordosis]

In general, cults are very hard to leave - whether religious, political, financial (GME/AMC/TSLA/BTC et al), or sports-related. Tribalism is part & parcel part of human nature.

Most people would rather go down with the ship, then admit they were wrong/hoodwinked/gobsmacked/conned etc.

Wait you are not still HODLing GME???