141–150 of 346 posts
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Tesla's products allow for decentralized power. A Tesla solar panel feeds into a Tesla battery which powers your Tesla car and the rest of your house. That all works without Tesla building power plants or transmission lines.
> Tesla solar panel It's actually Panasonic solar panel + SolarEdge inverter, that Tesla puts their sticker on. Tesla is just an installer of third party products, like majority of all other solar companies. That can possibly change with solar roof, but it's very early stage.
The bull case for Tesla is clear. Aside from Nissan with the Leaf, who recently loss their galvanizing CEO and who's market cap has tanked since, what major automaker has anywhere near the success of Tesla with EV? No doubt execution has been an issue in the past, but recent sales trends, completion of gigafactory, and Chinese expansion show that they are on the right trend. Tesla's were confined to the luxury market…
I have been a longtime bull, but their stock value is now up over 140% in the last 3 months and I can't say I fully understand why.
I have been a longtime bull, but their stock value is now up over 140% in the last 3 months and I can't say I fully understand why.
Well, short interest in Tesla has decreased significantly over the past six months, from over 40% of the float in June 2019, to under 20% in December 2019. As more and more short sellers choose (or are forced) to close their positions, they drive the value of the stock higher and make it harder for other shorts to maintain their positions. With 20% of the float still sold short, I personally don’t think $TSLA has hit…
I have been a longtime bull, but their stock value is now up over 140% in the last 3 months and I can't say I fully understand why.
simple back of the envelope calculation: in 3 years time, they will have 3 giga factories (+1 in upstate new york), each of which should be scale to 500k cars. at an average resale price of $50k (might be a little lower, but let's keep it simple), that's $75B in revenue. at a 10% profit margin, that's $7.5B profit. let's presume a 20x factor as a growth stock, you have an evaluation of $150B, which it's currently tre…
I have been a longtime bull, but their stock value is now up over 140% in the last 3 months and I can't say I fully understand why.
I dunno. My bullish view has more to do with Tesla using the vehicle market as an entry point to the broader energy market. If the Tesla cars start throwing off profit and make the company self-sustaining, their vertically-integrated energy thing opens the kind of insanely huge global energy market. They're not just going to eat Ford's lunch - but also Chevron, Saudi Aramco and your local energy company.
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I wouldn't hold your breath on that.
I was actually expecting a pretty big drop today given the huge recent runup, so it's fair to say that my breath is not held. But it's the long term I care about, and I'm fairly confident that Tesla is well-positioned for the direction things are headed. Electricity (and solar in particular) - Continually reducing production costs on a resource that is unlimited, at least from the perspective of our planet. Fossil fu…