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Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

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Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#211

Post by bdangubic »

jqpabc123 wrote: post #190
joakleaf wrote: post #183

Earlier quoted context omitted.

The thing is that Tesla isn't priced as car marker, and hasn't been for a long time. People still also talk about Tesla as an AI-company, robot-inventor, battery and solar cell producer, and potential ride-hailing company. Like you, I don't think it makes sense, but apparently the market sees it differently. And until that perception changes, I don't think the valuation will drop to less than half.

The thing is that Tesla isn't priced as car marker, and hasn't been for a long time. The thing is that 90 percent of their revenue is from auto sales. https://stockdividendscreener.com/auto-manufacturers/tesla-q... Meanwhile, the majority of their stock price is pure hype.

but that is what the stock market is :) you do not purchase shares on any company because of what they are now (unless P/E ratio is negative :) ), you are investing in the future of the company. I wouldn’t touch Tesla with a wooden stick but you are arguing against basic economics.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#212

Post by bmicraft »

looofooo0 wrote: post #105
ben_w wrote: post #18

Earlier quoted context omitted.

Tesla is on paper 20x overvalued even against other American car manufacturers like Ford (Tesla P/E ~120, Ford ~6), and I don't see many American cars being highly competitive against Chinese brands whose premium range starts around where American brands put their budget range. Apple, not so clear. Always expensive, but in the sense of only having a premium range and not catering to budget markets, they're priced lik…

I think they have some interesting innovation, like the gigapress, which greatly reduces complexity of the manufacturing system and the time of a car through the assembly line. Which reduces cost drastically. But Cybertruck is just a brainfart.

> like the gigapress

It's not like they built the thing. They bought it, and if any other manufacturer thought it made sense for them they could just buy it too.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#213

Post by bmicraft »

smcl wrote: post #50
ben_w wrote: post #18

Earlier quoted context omitted.

Tesla is on paper 20x overvalued even against other American car manufacturers like Ford (Tesla P/E ~120, Ford ~6), and I don't see many American cars being highly competitive against Chinese brands whose premium range starts around where American brands put their budget range. Apple, not so clear. Always expensive, but in the sense of only having a premium range and not catering to budget markets, they're priced lik…

Whenever I talked about this with Tesla fans they kept parroting this line about Tesla being "a battery company that also makes cars" or similar. I can understand that this (having some non-car products and a charging network) grants them an advantage of sorts, but they're by far and away the most valuable company by market cap, while having a fraction of the sales of companies like Toyota, GM, Honda etc. It's like t…

Apart from all those other reasons, the line is also incredibly stupid because they aren't even selling those batteries to anyone.

(Those couple of "power walls" barely make a dent)

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#214

Post by rasz »

claude_thinking wrote: post #97

Whenever I see a Cybertruck, I think it must have been a kid who was born too late to buy a DeLorean, he grew up and saw another stainless steel vehicle and said, “I’m in!” Why not just buy a DeLorean? A Cybertruck is a like a sketch of a DeLorean made in 3.5 seconds by someone in a hurry to leave the bar. If you want one, they make new ones: https://delorean.com/

DeLoreans look fantastic, but drive terribly and are a nightmare to be inside or own.

Cybertrucks might fall apart from the outside and nazi association making it a nightmare to own, but they drive fantastic. Think spaceship tank with instant acceleration, a 11 second quarter mile brick https://www.motortrend.com/features/quickest-fastest-pickup-...

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#215

Post by rasz »

stephc_int13 wrote: post #41

Tesla is done in Europe for political/cultural reasons. Tesla is done in Asia for competitive reasons but I think that Cybertrucks could be the nail in the coffin for even the most MAGA brainwashed Elon fan, once they drive it…

>once they drive it…

No, and saying that makes me think you never tried. Its a fun rocketship. External size, being shaped specifically to kill pedestrians, cracking plastic fantastic components, weight related accelerated wear, falling off panels and finally nazi association are its main problems.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#217

Post by enslavedrobot »

ben_w wrote: post #108
nprateem wrote: post #90

Earlier quoted context omitted.

People who can't think for themselves will happily parrot anything they've heard to mask their ignorance.

Moving to a new country with a different national language has given me a direct personal appreciation for what Dunning Kruger feels like from the inside. Some may parrot for tribal reasons, but there's a huge number who have a superficial knowledge and it simply doesn't occur to them how deep their ignorance is — tribalism is one way critics are equal to fans in Musk's case (and not just that Musk's fans are parroti…

Having owned a ton of Tesla stock since 2018. I can tell you that your P/E analysis is very shallow. Anyone looking to determine the value of the company should at the very least read and understand the Tesla Master Plan 3 document. Their execution vs that plan is an actual metric you can use to project the future value of the company.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#218

Post by mavhc »

chneu wrote: post #185
mavhc wrote: post #121

Earlier quoted context omitted.

https://www.cars.com/research/ford-f_150/recalls/ 109 recalls

lol not even close to an accurate comparison. The F-series has 20+ years on the CT. Also, quite a few of those F-series recalls are for very specific engine configurations. Many of those recalls are also for relatively minor things. Some of those recalls are for labels not being in the right location.

Same with Cybertruck, Font size is wrong, tpms light doesn't stay on if you power cycle the truck, a mirror camera opens slowly all minor software fixes, which leaves "used the wrong glue" twice, inverter problem, and windscreen motor overheating.

Point is ever car has loads of recalls, some don't get clicks so aren't reported much

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#219

Post by mavhc »

joakleaf wrote: post #182
mavhc wrote: post #127

Earlier quoted context omitted.

> There has been some mention of a low cost EV, but I don't think we've seen sign of that yet. Last I heard was that it was cancelled. From that same earnings call "We are still on track to launch a more affordable model in the first half of 2025 and will continue to expand our lineup from there." https://www.fool.com/earnings/call-transcripts/2025/01/29/te...

We haven't seen any renders or heard any details yet, so I think first half of 2025 is either unrealistic or this will simply be a variant of an existing model. They also had to retool factories for the updated Model Y, and I assume they would have to do something similar for this vehicle. There is (rumor) article from today here where they claim the low cost (affordable) vehicle is a "stripped down" model Y (at 20%…

Unless they've already done the changes.

I'm not sure the 20% cost reduction is for a new thing, as they were talking about the difficulty of making a 20% cost reduction to all their cars just as standard practice recently

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#220

Post by belter »

stephc_int13 wrote: post #41

Tesla is done in Europe for political/cultural reasons. Tesla is done in Asia for competitive reasons but I think that Cybertrucks could be the nail in the coffin for even the most MAGA brainwashed Elon fan, once they drive it…

"Multiple Teslas Set On Fire in Germany" - https://www.newsweek.com/tesla-vehicles-set-fire-berlin-germ...
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