Earlier quoted context omitted.
Not true. We are not all short sellers.
Buying something because you think it’s price will rise and then selling it is the opposite of short selling.
shhhh... short seller is just a code word for Tesla hater ;)
Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
71–80 of 112 posts
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#72If you're looking for more context for this, Benedict Evans lays out the bull and bear cases for Tesla vis a vis other car makers: https://www.ben-evans.com/benedictevans/2018/8/29/tesla-soft... . Right now, IMO, it isn't clear who will "win." If anyone. But Tesla can certainly plausibly win. It can also plausibly lose.
It does seem to me there is a lot more competition just around the corner from Jaguar (iPace), Mercedes (EQ), Audi (e-tron), etc. I expect supply of all of these will be constrained to start with but Tesla isn't going to have the high end of the market to itself for much longer.
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#73Earlier quoted context omitted.
Tesla is the new status symbol. Tech is in today. If you are an elite business man and don't have the highend flagship phone, either pixel 3 or iphone XR etc... you are not respected. Similarly if you don't have the coolest and most high tech car (Tesla), you are not respected.
Lol, what nonsense. Look at Warren Buffett.
Warren Buffet has his head on straight. Most wall street guys are just about money power and __status__!
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#74Earlier quoted context omitted.
They are able, but they don't do it. The only full electric car BMW currently produces is the wacky i3, which doesn't appeal to the average BMW buyer. For some reason all car manufacturers (except tsla) build really lame, goofy, small electric cars, why can't we just have a traditional luxury saloon? The current 5 and 3-series are not offered in an full electric version. Which means that maybe, if we are lucky, there…
The i3 is one of the best interpretations of the electric car, although it I guess it has been surpassed by now by the likes of the Renault Zoe and Nissan Leaf. The i3 is what you get when you build an electric car that is optimized towards what an electric drive is good at _right now_. Given the range problem of the current battery technology, a short range city car with minimized energy consumption is where the ele…
The i3 is a really good car, I never said it's bad. It is (or was) also one of the very few proper electric city cars. Tesla has yet to make a decent small size city car. So I fully agree with your post.
It's just that I don't understand why BMW won't make their current lineup of luxury saloons and SUV's available in an all-electric version. It feels like they are missing the boat.
I really hope for them that the next-gen cars will have an electric version, or else they will stand to lose a large portion of the market they currently own.
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#75Earlier quoted context omitted.
They are able, but they don't do it. The only full electric car BMW currently produces is the wacky i3, which doesn't appeal to the average BMW buyer. For some reason all car manufacturers (except tsla) build really lame, goofy, small electric cars, why can't we just have a traditional luxury saloon? The current 5 and 3-series are not offered in an full electric version. Which means that maybe, if we are lucky, there…
I drove 2 Nissan LEAFs for 5 years. They are solid cars, and this year's iteration moved out of the "early adopter" segment and is being marketed as a mainstream car. Their roadmap in 2022 calls for 4 EVs plus 2 more under the Infiniti brand. Unlike GM, Nissan has 8 years of experience with EVs so I think their roadmap is believable.
Also, the nissan leaf could be the kind of car that fetches the low end of the market.
All the people driving cheap tiny cars like the toyota aygo, these people are usually also those who don't drive long distances.
A nissan leaf would be a perfect car for my Mother in law for instance, she drives very little, and the distances she drives are usually >50km.
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#76I think BMWs failures are the most significant part about it. They are still tainted by their emissions cheating scandal and accordingly viewed as shifty people who will sell you a car that isn't really accredited. I would be overjoyed to see others entering the electric market at a broad scale but right now I haven't seen anything to give me confidence. They are trying luxury with a tarnished brand and even say stuf…
Wasn't it VW/Audi that got caught up in the emissions cheating or did I miss something?
They did as well. They were a lesser fined one discovered later also using defeat devices but they are also dirty.
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#77BMW reported profits of €8.7bn for the year 2017. [1] Tesla stockholders must be very, very optimistic about its future performance when they value Tesla more than an already established, immensely profitable player. [1] https://phys.org/news/2018-03-bmw-net-profit-bn-euros.html
BMW's net profits just tanked 24% in Q3. Meanwhile, TSLA is producing margins that the legacy manufacturers can only dream of. They are making 20% on a Model 3 while the others are squeezing out a few hundred Euros in the non-luxury segment. Also, TSLA's battery tech is years ahead while especially the German manufacturers have been putting their eggs mostly in the Diesel basket. But those have become increasingly ha…
[deleted]
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#78Earlier quoted context omitted.
Stockholders just believe the no one else will ever be able to make an electric car.
Beyond the hype, I think it's feasible to believe that Tesla has a massive multi-year advantage that other car companies will be playing catchup to for a very long time. Having the global manufacturing infrastructure of someone like Ford or VAG certainly seems like an advantage, but retrofitting that infrastructure to manufacture electric vehicles isn't exactly trivial or cheap. Then consider you also need to "retrof…
Your greatly overstating Tesla's advantages. EV drivetrains aren't quite drop in replacements but they are close enough that the first modern commercial EVs... including Tesla...were simply converted ICE vehicles.
Also, Tesla doesn't make batteries, Panasonic does. Tesla just assembles them. Panasonic also sells batteries to Tesla's competition. And based on Tesla's past issues with paying vendors, if they miss even a single payment to Panasonic their supply advantage could disappear immediately.
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#79Earlier quoted context omitted.
The i3 is one of the best interpretations of the electric car, although it I guess it has been surpassed by now by the likes of the Renault Zoe and Nissan Leaf. The i3 is what you get when you build an electric car that is optimized towards what an electric drive is good at _right now_. Given the range problem of the current battery technology, a short range city car with minimized energy consumption is where the ele…
The i3 is a really good car, I never said it's bad. It is (or was) also one of the very few proper electric city cars. Tesla has yet to make a decent small size city car. So I fully agree with your post. It's just that I don't understand why BMW won't make their current lineup of luxury saloons and SUV's available in an all-electric version. It feels like they are missing the boat. I really hope for them that the nex…
I don't know their specific plans, but the strategy I know of is to build a platform that can support combustion, hybrid and electric. But they seem to take their time with that ... .
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#80Earlier quoted context omitted.
> Their sales have been growing for years. Looks like they just posted a solid ~5% YoY growth for the last quarter, while TSLA posted ~125%. It's clearly an interesting difference. Valuation is the metric that summarizes all of the other metrics. https://www.zacks.com/stock/chart/bamxf/fundamental/revenue-... https://www.zacks.com/stock/chart/TSLA/fundamental/revenue-q...
Valuation does not AT ALL summarize all the other metrics. Valuation is NOT a representation of the future of even expected future of a company. I could bet on Tesla and help its value rise just because I think tomorrow other people will bet on them and so the share will rise. I could bet on Tesla because I think Softbank has way too much money and will ensure I get an nice ROI soon. I could bet on Tesla because I ju…
While I don't disagree with you (are you not describing every bubble in history?), eventually the music will stop and any 'investor' should at least be making reasonably sure there is a seat nearby.
Tesla's jump on their earnings report was as I understand it, because they made a profit. I suppose you could make a case for that increasing the 'value' much more than 10%. (although I could also take it as a signal for the end of teslas growth phase, and mark it down.) Hopefully all the different opinions average out at 'the one true answer' (tm).