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[FB/BR] Tesla Becomes Most Valuable US Automaker. You Can't Afford To Ignore This Stock. - Page 5

post #41 of 372
Quote:
Originally Posted by SpankyMcFlych View Post

How can they be worth more then... pretty much any real car company? Tesla's might as well be a myth to normal people when 99% of us have never even seen one let alone own one.

Depends on where you live. I've been to parts of California where they're as common as, oh, say, a Jaguar or a Porsche.


That's still a tiny fraction of new cars on the road though, and they aren't that common most places. Heck, I see a new Camaro almost every day and have seen more Vipers than Teslas this month, and those are a small fraction of those companys' sales.
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post #42 of 372
I think their biggest test will be the model 3(?). If they can truly fulfill all of those orders of "affordable" high end electric cars on time.
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post #43 of 372
Quote:
Originally Posted by bucdan View Post

I think their biggest test will be the model 3(?). If they can truly fulfill all of those orders of "affordable" high end electric cars on time.

The problem with Tesla (Car Side of thing) is that they can't be Apple of Car companies because even if you really want a Tesla most cant afford a Tesla while anyone can afford an iPhone given enough time. They will be leaders for sometime and have to beat the big guys win low price too. If they remain high end they will fade.
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post #44 of 372
It's the market talking, and you know how that goes - completely irrational ("irrational exuberance", remember that?!?).

It's probably mostly retail investors (and/or short covering) driving the price up. It may continue up in the near term, as irrational markets go.

The analysts will continue to compare the market cap to the big boys, and say that the stock price is unsustainable - but TSLA stock may continue it's flight, as it's buoyed by hype (as others have said), excitement, and most of all, greed. So while the big car makers have their P/Es to fall back on stock price-wise, Tesla unfortunately, has hype. Once hype is gone, or marred a bit... well...

Again - I am a Tesla supporter (as a company) right now, and I hope Elon continues to execute. However, he needs to meet his delivery timeline for the Model 3, flesh out his manufacturing capabilities, and most significantly, generate positive cash flow.
   
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post #45 of 372
Think about this.

Ford sells 10x the amount of cars that Tesla does. It is impossible for Tesla to maintain its current operating margin. Just saying..

Buy some mid term puts and be done with it
post #46 of 372
Quote:
Originally Posted by b0oMeR View Post

Think about this.

Ford sells 10x the amount of cars that Tesla does. It is impossible for Tesla to maintain its current operating margin. Just saying..

Buy some mid term puts and be done with it

Samsung seeks 10x the phones Apple and way more electronics. But Apple is worth more. Not sure how it works.
post #47 of 372
Quote:
Originally Posted by budgetgamer120 View Post

Samsung seeks 10x the phones Apple and way more electronics. But Apple is worth more. Not sure how it works.

Difference is,
They both are above just cell phones

Samsung makes appliances, pc components, tvs, many many panels are from samsung.

Apple has 10% market share of PC market , itunes market, had the ipod/mp3 market dominated for almost two decades. It is beyond just the phone

Tesla and Ford are both car manufacturers so it is a fair comparison. All that means is Tesla's price is moreso based on valuation and could spike down on the whim of a major short seller.
Why else would Elon Musk tweet against the short sellers directly?
post #48 of 372
Quote:
Originally Posted by b0oMeR View Post


Ford sells 10x the amount of cars that Tesla does.

Just the F-150 in the States is 10X Tesla. Ford worldwide number of automobiles sold is around 100X Tesla and Ford isn't even top 3...


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post #49 of 372
Quote:
Originally Posted by budgetgamer120 View Post

Samsung seeks 10x the phones Apple and way more electronics. But Apple is worth more. Not sure how it works.

Because you don't understand what "value" actually is. That's okay, it seems like nobody does.

Tesla may or may not be overvalued, but the reasons that some people gave in this thread are retarded. Basing on how many cars they sell? How many targets they hit or miss? Really? BMW sells 2-3 million vehicles a year, it's also valued more than GM, does that mean BMW is overvalued? Certainly not. Valuation is all about context.
Quote:
Originally Posted by Slomo4shO View Post

Still not profitable. Still not meeting projected production forecasts.

Sounds like a great time to SHORT TSLA.

Many people already tried to short Tesla, they've lost money.
Quote:
Originally Posted by lombardsoup View Post

From experience, its not a very good idea to make purchases based on hype. If the feds decide to pull subsidies to Tesla, that stock is going to tank.

The current admin is cutting subsidies to a wide range of industries. Nothing is off the table (including Tesla), which is why I'd be rather hesitant buying too much Tesla stock.

If subsidies are removed Tesla's stock will take a hit, but it will not plummet to zero. Market reaction is a danger because it can create a self-fulfilling prophecy, not because it's grounded in reality.
Quote:
Originally Posted by brucethemoose View Post

But that's exactly what the original article does. It's comparing the market cap of Tesla to the big US automakers, and that factors in everything, not just the electric car market.

All market capitalization is, is the total value of all the shares of a publicly traded company. If there are 10,000 share of a 10$ stock. That means the market cap of that company is 100,000$. Tesla most definitely cannot be directly compare to traditional car companies. They are far too different.
Quote:
Originally Posted by j0zef View Post

A buddy of mine bought $5K worth of short options. He thinks the company is excessively over valued and is due for an implosion. Kinda agree with him.

The market's capacity for being irrational far exceeds his ability to stay solvent.
Quote:
Originally Posted by Slomo4shO View Post

Just the F-150 in the States is 10X Tesla. Ford worldwide number of automobiles sold is around 100X Tesla and Ford isn't even top 3...



Market valuation is not dependent solely on how many cars you produce.
Edited by HanSomPa - 4/11/17 at 12:17am
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post #50 of 372
Quote:
Originally Posted by HanSomPa View Post

Because you don't understand what "value" actually is. That's okay, it seems like nobody does.

Tesla may or may not be overvalued, but the reasons that some people gave in this thread are retarded. Basing on how many cars they sell? How many targets they hit or miss? Really? BMW sells 2-3 million vehicles a year, it's also valued more than GM, does that mean BMW is overvalued? Certainly not. Valuation is all about context.
Many people already tried to short Tesla, they've lost money.
If subsidies are removed Tesla's stock will take a hit, but it will not plummet to zero. Market reaction is a danger because it can create a self-fulfilling prophecy, not because it's grounded in reality.
All market capitalization is, is the total value of all the shares of a publicly traded company. If there are 10,000 share of a 10$ stock. That means the market cap of that company is 100,000$. Tesla most definitely cannot be directly compare to traditional car companies. They are far too different.
The market's capacity for being irrational far exceeds his ability to stay solvent.
Market valuation is not dependent solely on how many cars you produce.

Market valuation is basically on the whim of longs, which is why amazon can keep rising up even though its price to earnings is ridiculously lopsided.

Fundamental values however rely on revenues and margins. Simply put, if something bad were to happen to Ford or GM they'd fall less than something bad happening to Tesla, like missing production target for the Model 3.

You are gambling on a valuation hungry stock that is way above its p/e, you can also get rich off these stocks or take a very quick 10% / 20% hit.
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