Tesla Motors - TSLA - Share Chat

90 miles according to this handy YouTube summariser. summarize.tech summary for: How far can the CYBERTRUCK tow 11,000lbs in Freezing Weather?

$29 billion in cash and counting now. No 2024 guidance given. The buyback clock keeps ticking…

I wonder if the “anti Tesla” posters here have actually driven the cars?
Go on, take a test drive. Is free, even if you don’t intend to purchase.
Best car I’ve ever driven.

Stock price is Indeed variable and doesn’t we’ll correlate to company news.
I think macroeconomic issues (inflation, interest rates) are key negative factors. Affects all car makers.

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I love the cars - think they are great. But then lots of other OEMs have EVs as well now and lots of them drive just as well or better than the Tesla vehicles. May of them also have CarPlay which for me trumps the Tesla specific operating system. The only real differentiation that Tesla have now is the Superchargers but many of them are now open to drivers of other cars. All the other Tesla bets - full self driving / robot / dojo etc seem like moon shots that have uncertain payback if ever. As such I personally wouldn’t value Tesla much higher any of the other OEMs certainly not more than all the rest of them put together. As such I think you can love Tesla cars but be wary of the investment case for the shares at the current valuation.

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Other car companies don’t have credible auto driving, vertical manufacturing including own batteries, advanced robotics to reduce future manufacture costs and more.
Tesla isn’t just a car company.

Most car manufacturers don’t have positive margins on EVs yet. Tesla does today.

Those with negative margins need to find ways to break even, or will fail.

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I dont know why I look at these things it make me sad … if only :rofl:

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If only I could turn back time :timer_clock:

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Tesla stock is turbulent.
Some traders like that. Some do not!
But is it over or underpriced?

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Musk’s antic mean many potential buyers of both the stock and cars are going to be having second thoughts. Thats all it takes, to keep Tesla valued as high as it is / was requires 100% commitment to the vision.

Add to this to slow down of electric adoption, traditional manufacturers offer better and better competition, the range starting to look a little old & margins coming under pressure I can’t see this one being the best place to park an investment

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OEMs have been using robots to assemble motor cars for 20+ years! Take a walk through any body in white shop and the place will be thick with forests of robot arms assembling welding sealing and painting car bodies. Robots are also commonly found in power train assembly, stuff ups, windscreen fitting, front dash etc.

Musk didn’t invent any of it.

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Now $14 is probably a troll job nothing this guy is saying is new. We’ve all known for years that Tesla would come under competition/ price pressure. I didn’t see the electric car demand dipping or musk turning into a liability.

He said his call is based on an estimate that the company’s full-year earnings per share this year would be $1.40. Lekander contends that Tesla is a “no growth” stock and should be valued on 10 times forward earnings, versus around 58 times forward earnings currently.

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At this point it’s clear Elon is only marginally interested in Tesla. Barely even a tweet for what is shaping out to be one of the worst quarters in the company’s history. And instead of having a competitive $25K product, they spent 5 years faffing around with a metal box Elon wanted for himself, while his name has tarnished the brand.

My main case for the equity now just relies on growing the energy business sizeably (does seem to be happening) and massive buybacks (which should be in Elon’s interest as he uses his wealth for other ventures).

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For a decade EVs were a niche market and Tesla had to all to themselves. Now almost every car OEM has a full EV range, and the Germans are building better quality EVs (than Tesla) and the Chinese are building equivalent quality EVs cheaper. I’m not convinced by the rocket ships and talk of self driving cars to put my own money in. I’m also not convinced that all of the EV OEMs in the market today will exist in 10 years.

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I originally had the same thoughts as you on this and saw more potential in Hydrogen powered cars for the future, especially following some of the recent breakthroughs with manufacturers like Toyota and BMW. But I found the following article offers some interesting insight:

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I can see the idea of a drop in hydrogen fuel cell a better fit in off-highway, military, construction, agricultural, marine applications. Shudder at the thought of the a British Army tank driving around a battlefield with increasing range anxiety whilst madly searching for a charging station they can plug into for an hour!

But even within EVs I’d buy an Audi, BMW or Merc EV over a Tesla without a moments thought. Better build quality, better brand value, better customer experience, better resale.

SVP Baglino also out. Could be nothing but the timing is concerning. Been at Tesla since 2004 and was in charge of the energy business.