TSLA - Tesla Inc

Moodys just upgraded Tesla's rating from negative to stable. They rate Tesla's cash reserve of $5B as "adequate".

To succeed in the face of the level negativity that Tesla has demonstrates a profoundly strong company. It's Tesla versus the world and I'm betting on Tesla.

Check out the EV/PHEV sales numbers for July.

https://insideevs.com/news/362819/ev-sales-scorecard-july-2019/

Model 3 sold 13,450 in the US (this is a fraction of global sales)

One time Tesla killer, Chevy Bolt sold 985.
One time Tesla killer, Hyundai Kona EV sold 150.
Current Tesla killer, Honda Clarity sold 47.


Those who check out the sales chart will notice the gap between Tesla and the competition is growing rapidly.


If Tesla were a company marketing a new cell phone with the growth they've shown, it would be valued at half a trillion dollars by now. Companies like Moody's and all but a couple of rating firms rate Tesla as though it is a traditional company. The only way they can say negative things about Tesla is to ignore the fact they are hyperscaling almost as fast as a software company. Even retail investors like me understand growth companies are not valued with the same techniques as long term stable companies.

I'm currently in the red on Tesla, barely, but I'm confident I will be well in the black by 2026 when my investment is a decade old. That's all I care about.

I'm focused on what Tesla is doing. If they start making short term moves to counter political and market negativity and lies, I will sell them. As long as they continue to work toward long term goals and execute reasonably well, I will continue to be their partner.

 

Does anyone else notice the pattern of endless Tesla smears?

- Production problems that didn't exit
- Demand problems that didn't exist
- Tesla killers that did not kill
- Traditional automakers said to crush Tesla, once they take notice, and yet traditional automakers struggle to bring EV product to market
- Criticism of Tesla margins, and yet Tesla is the only company that can make an EV at a profit

Most interestingly, analysts and smear pundits have been endlessly wrong and yet they continue to have a significant negative effect on the Tesla stock price. This tells me there is a lot of negative feeling about Tesla and I highly doubt it's going to change in the near future.


The next possible drama is going to be South American strife. Fighting over lucrative cobalt supplies could well be the next roller coaster of the EV industry. The media will seize the problem and connect it directly to Tesla without bothering to mention Tesla uses a small fraction of the cobalt used by other battery makers while their next generation batteries using 0 cobalt are now under test. Tesla is comfortably 2 generations ahead of the industry on battery technology.


As so many people put it:

"EVs are just a battery and electric motor in a car. Big deal. They are all the same. How come EVs have so little range and take so long to charge?"

 

Apparently, Volkswagen is considering a substantial investment in Tesla and has for some time.

 

Onepoint is spot on, The Powers That Be (TPTB) aren't going to stop producing or marketing fossil fuels until there are none left. There have been wars fought over the production and sale of oil and its subsequent refined products, there's conflict ongoing now, threats of war with Iran at current use the oil industry as a crutch for pretense.

The TPTB like their skim and they like their dominate control, and when nations skirt around the tribute payments then the fur is sure to fly, there are going to be problems, real or imagined. It wasn't so long ago that Iran was talking with China and others about starting an oil bork, a way around paying tribute to the global currency (TPTB), the American dollar. It wasn't long after Iran starting floating the idea of an independent trade system and things started heating up, those involved were tagged as scheming to upset the global economy, the villains, the AXIS of EVIL.

All the world is a stage, and Tesla, much like the rest of us, is at the moment just a bit player.

 

GF3 is currently expected to be online by the end of September.

I believe the factory is waiting on the substation. At this point, the factory itself looks astonishingly complete. The substation is currently a hollow shell.

To move the substation from a hollow shell to an operating substation in a month will be a feat I have never seen before.

 

Haven't you heard? The circus barker has been ordered to leave the Chinese totalitarian state, by the President of the United States no less, the chief of US armed forces with a navy at his command bigger than the next 8 biggest navies combined. GF3 is #$@ed! TSLA is #$@ed! and I expect they'll eventually take back the strategic international waters of the South China Sea that Obama forfeited for a bowl of beans (how in the #%#$ did he become a multi-millionaire anyway?) and allowed the militarization of those man-made islands after Xi promised the American people, in the oval office, that they would not be militarized. I suspect the US navy can take them all out in less than a few days or they'll let Taiwan get some practice with their 66 shiny new F-16 fighters. I guess we'll see where Elon's allegiance lies.

I assume you sold today or will be selling...unless you can't read the billboards telling you what is coming. The smart money saw this coming when they were distributing to you and other members of the public between 250 and 390...it's all on the chart....sorry about your losses...if there's anything I can do to assuage the pain or help out with groceries, just let me know.

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The International Emergency Economic Powers Act of 1977, 50 U.S.C. s1701(A):

Any authority granted to the President by section 1702 of this title may be exercised to deal with any unusual and extraordinary threat, which has its source in whole or substantial part outside of the United States...
...to the national security, foreign policy, or economy of the United States, if the President declares a national emergency with respect to such threat.

 

Have you shorted this obvious failure? Purchased a put, perhaps? Have you made any move on Tesla?

 

Oh, so you did sell. Are you short now?

Can you believe how the media is coddling the bad situation that TSLA finds itself? To be fair though the media is just doing their job...helping the Street peddle stocks to the public. They underplay how TSLA and Ford have the most to lose since China is re-imposing the 25% tariff on vehicles entering the country but they say TSLA will be relieved of "some" (not most, "some") of the tariffs once they get GF3 up and running. Ford however was expected to reduce imports to China by 33% while TSLA was forecasted to double imports in 2019....oops.

The media doesn't even go into the uncertainty of the situation...about how they're about to be smacked by both China and the U.S. Looks like Elon will have to choose where he wants to do business. In the long term, I fail to see any reason to hold, let alone buy, TSLA.

 

I will ask again. Are you short Tesla? Do you have an anti-Tesla position in place?

I am not short Tesla. I continue to hold Tesla shares.

 

I gotta say, TSLA stock is like a roller coaster, but I think the popularity, efficiency and long term message the company represents sits well with its stock. I have a few shares and I consider this a risky investment based on all the chaos that surrounds the company through the mainstream media. But overall Im a believer

 

I do know something about roller coasters, 1) they always end at ground level, and 2) that is where the ticket holders get off.

Most buy-and-holders don't get out until the point where the pain of losing money exceeds by one degree their fear of admitting they were wrong .

I'm not sure how the popularity, efficiency, and message of the company translates to the price of the stock. It might be meaningful to the sheeple and muppets, but they are why the stock is acting like a roller coaster. There are too many shares in the hands of the fickle public instead of being locked up by big strong hands. Too many shares sloshing around in the market available for trading...supply exceeds demand. The media has nothing to do with the long term destiny because the media is for the sheeple, to make them buy the highs and sell the lows. The big money doesn't need news, they make the news. If all was right with this company, the stock price would not be acting this way. In the long term, the price needs to go down until the public capitulates, until the pain of loss exceeds their fear of admitting they were wrong. Then the big boys will step in and buy for a long-term campaign. Again, I don't see any reason to hold this for the long term until the above takes place. Short term looks bad. Midterm, could see a bounce at the $177 area. Add in the uncertainty surrounding the President's order for U.S. corporations to get out of China and other investment vehicles look so much more attractive.

 

Onepoint272. Perhaps the only perspective we share, with regard to Tesla, is that it would be great if it were to land back at $177 again.

In 60 days when fresh copies of the Model 3 begin to flow out of GF3, I have a hunch there will be some upward pressure on the market cap.

The great aspect of stock trading is that we get to see who is correct. We can't both be correct.

 

Wait, since when did you start thinking that "trading" has any "great aspect"?

I don't understand your bizarre statement, "it would be great if it were to land back at $177 again" when you are long.​

Also, I don't know what you mean by "we both can't be correct" because I'm not sure what you disagree with nor what your vague "upward pressure" means.

But please do not respond because I trade to make money and I already know your answer goes something like, "we", you and your wifey, "are already extremely well off from our business activities and real estate investments and our TSLA investment is just an interesting diversion".

But let me ask you this, are you an American citizen?

And this, do you think it is okay for Musk to ignore the President's order to bring his manufacturing back to the USA? Because from here on out I am going to find your continued blow by blow of GF3 not only boring as a nursing home newsletter but also unpatriotic and repulsive.

Musk needs to support his President and shut down the GF3 project until a deal is made with the CCP and he needs to make that announcement soon. If he does, I'd buy the stock and the car.

 

I'm pretty sure one of two forecasts will occur at the end:
1. Tesla will bounce back like it has time and time again
2. It won't, at which point Musk will sell the company to Apple or Google or another big tech conglomerate.
The product has too much support from users, too much research invested in it, and infrastructure to end up crashing at this point.
It just wont

 

Yeah well, you can rely on your own wisdom if you like, but TSLA is standing on some shaky legs financially and Elon has made no friends on Wall Street. Auto sales are on the down leg of the cycle, oil is cheap, mortgage rates are down like 90 basis points but it has had no effect on home sales, residential real estate prices are falling around the world, the Chinese are not buying, they are withdrawing capital. Furthermore, the old model is done, it's done...the only thing coming out of China will be the bare essentials that can only be obtained from them. The import of that needs to be grasped I think.