QUOTE(Ziet Inv @ Mar 5 2021, 07:06 PM)
Catch my conversation with kelvinlym where we talk about Tesla and the broad market situation!
YouTube video link:
Thanks for the videoYouTube video link:
Tesla shareholder discussion, Bears and Bulls are welcome
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Mar 7 2021, 02:51 PM
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Senior Member
2,379 posts Joined: Sep 2017 |
QUOTE(Ziet Inv @ Mar 5 2021, 07:06 PM) Catch my conversation with kelvinlym where we talk about Tesla and the broad market situation! Thanks for the videoYouTube video link: Ziet Inv liked this post
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Mar 10 2021, 01:56 PM
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Senior Member
1,119 posts Joined: Jun 2007 From: Kuala Lumpur |
Up 19% in a day because why not? LOL.
Never trade short term unless you are clairvoyant. |
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Mar 20 2021, 11:19 AM
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1,597 posts Joined: Apr 2009 |
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Apr 2 2021, 10:21 PM
Show posts by this member only | IPv6 | Post
#204
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Junior Member
356 posts Joined: Oct 2008 |
Q1 deliveries 180k, beat expectations. Monday to the moon
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Apr 2 2021, 11:06 PM
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Senior Member
1,119 posts Joined: Jun 2007 From: Kuala Lumpur |
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May 26 2021, 07:32 AM
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Senior Member
1,119 posts Joined: Jun 2007 From: Kuala Lumpur |
The stock has been volatile lately due to macro economic conditions. Some short term stuff to look forward to. FSD is transitioning to pure vision. https://www.tesla.com/support/transitioning-tesla-vision It will remove the need to use the radar for identifying obstructions. They will deliver cars with some features disabled during the transition and will add them back in the “coming weeks”. There’s risk of negative press in the unlikely case that there will be longer delays. There’s also the unlikely event that this transition doesn’t work out and radar has to be reinstated but I believe in the company’s ingenuity. FSD subscription seems very likely soon as a script has been found on the website showing the cost at $99/mth for highway driving and $199/mth for highway and city. June 3 is scheduled for a Model S Plaid delivery event which brings a sub $120k vehicle with hypercar performance to the market. There might be surprises but keep expectations low. This event has been delayed since February. Expect volatility in the stock price. james.6831 liked this post
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Jul 27 2021, 05:11 AM
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1,119 posts Joined: Jun 2007 From: Kuala Lumpur |
Q2 earnings out. Beats across the board. Key takeaways: 1. Shanghai to be an export hub. Helps margins. 2. Semi production postponed (again) to 2022 due to parts shortages. 3. Net income grew 10x YoY. 4. Expansion seems to be on track, energy business still supply constrained. 5. Automotive margins ex credits improved shows less reliance on ZEV credit sales. WHITE APPLE, james.6831, and 1 other liked this post
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Jul 30 2021, 12:34 PM
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1,119 posts Joined: Jun 2007 From: Kuala Lumpur |
I was looking at the 10-Q filing and realised that not many people realise Tesla is retiring debt and convertibles.
A further USD1.8billion 2025 notes will be redeemed early in August. This brings their long term debt further down to around $6billion. This is less than half of their cash. Cash, not assets! What this means is that a rerating by credit agencies is inevitable! Current Moody rating: Ba3 Current S&P rating: BB- These ratings are just slightly below investment grade. While debt ratings upgrade should not affect a stock price performance, it will give Tesla more firepower to retire expensive debt and restructure their debts. All these help the bottom line. Take what you can from this and do your own research. |
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Jul 31 2021, 05:02 PM
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Senior Member
4,383 posts Joined: Oct 2004 From: Cheras, Malaysia |
few question to be note to tesla
1. 4680 batteries, are they too difficult to put in short term? 2. are china market too difficult for tesla to penetrate, BYD is a real threat 3. how should tesla expand with so much cash on hand 4. if tesla cannot solve FSD, how should we look at Tsla differently |
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Jul 31 2021, 05:06 PM
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Junior Member
289 posts Joined: Mar 2013 |
dear all, i am a newbie to stocks, just 1 quick question: TSLA is priced at USD 687.20, so if I want to buy 1 share , I need to fork out USD 687.20 per share, is my understanding correct?
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Jul 31 2021, 05:45 PM
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Senior Member
1,119 posts Joined: Jun 2007 From: Kuala Lumpur |
QUOTE(Sky.Live @ Jul 31 2021, 05:02 PM) few question to be note to tesla 1. Nobody except for Tesla knows. I would say that Tesla is very confident of 4680 batteries. Short term may be difficult due to supply and production constraints. Based on the recent earnings call, the management stated that they are solving the last 10% of manufacturing processes, whatever that means.1. 4680 batteries, are they too difficult to put in short term? 2. are china market too difficult for tesla to penetrate, BYD is a real threat 3. how should tesla expand with so much cash on hand 4. if tesla cannot solve FSD, how should we look at Tsla differently 2. I see Tesla as being like Apple. They won't have the largest market share in terms of volumes, but may have the largest share in terms of profits and brand mindshare. 3. They need more factories. Elon has already said that they are investing as fast as possible. 4. I don't know about you, but my current thesis does not include FSD. I'm still conservative but cautiously optimistic on FSD. If they don't solve it, I doubt anybody else could. Worst case, there will be a time where certain roads will not allow human drivers at all. If that's the case, I reckon that current solutions are already possible to solve that. There may be laws that must have the car speak to the infrastructure and traffic control and other vehicles etc. lamode liked this post
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Jul 31 2021, 05:47 PM
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1,119 posts Joined: Jun 2007 From: Kuala Lumpur |
QUOTE(lfw @ Jul 31 2021, 05:06 PM) dear all, i am a newbie to stocks, just 1 quick question: TSLA is priced at USD 687.20, so if I want to buy 1 share , I need to fork out USD 687.20 per share, is my understanding correct? Yes. And also you need to pay commissions etc depending on your broker. E.g. Your broker charges USD1 per trade, then you have to pay USD688.20.Some brokers offer fractional shares so you can own less than 1 share if you can't afford 1 share. |
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Aug 1 2021, 04:28 PM
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Senior Member
3,797 posts Joined: Jul 2007 |
QUOTE(kelvinlym @ Jul 31 2021, 05:45 PM) 1. Nobody except for Tesla knows. I would say that Tesla is very confident of 4680 batteries. Short term may be difficult due to supply and production constraints. Based on the recent earnings call, the management stated that they are solving the last 10% of manufacturing processes, whatever that means. thanks for your time and efforts in providing ur views n other info. much appreciated 2. I see Tesla as being like Apple. They won't have the largest market share in terms of volumes, but may have the largest share in terms of profits and brand mindshare. 3. They need more factories. Elon has already said that they are investing as fast as possible. 4. I don't know about you, but my current thesis does not include FSD. I'm still conservative but cautiously optimistic on FSD. If they don't solve it, I doubt anybody else could. Worst case, there will be a time where certain roads will not allow human drivers at all. If that's the case, I reckon that current solutions are already possible to solve that. There may be laws that must have the car speak to the infrastructure and traffic control and other vehicles etc. |
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Aug 2 2021, 08:32 PM
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Senior Member
4,383 posts Joined: Oct 2004 From: Cheras, Malaysia |
QUOTE(kelvinlym @ Jul 31 2021, 05:45 PM) 1. Nobody except for Tesla knows. I would say that Tesla is very confident of 4680 batteries. Short term may be difficult due to supply and production constraints. Based on the recent earnings call, the management stated that they are solving the last 10% of manufacturing processes, whatever that means. 1. I hope they success, 4680 success if vital for whole EV industry2. I see Tesla as being like Apple. They won't have the largest market share in terms of volumes, but may have the largest share in terms of profits and brand mindshare. 3. They need more factories. Elon has already said that they are investing as fast as possible. 4. I don't know about you, but my current thesis does not include FSD. I'm still conservative but cautiously optimistic on FSD. If they don't solve it, I doubt anybody else could. Worst case, there will be a time where certain roads will not allow human drivers at all. If that's the case, I reckon that current solutions are already possible to solve that. There may be laws that must have the car speak to the infrastructure and traffic control and other vehicles etc. 2. 20million production target by 2030, not sure their market segment aim, definitely no like apple (high end) currently. There are many sector Tesla can branch into boosting their revenue, have to wait and see 3. Regulatory seems to be the enemy here. But i guess it's just matter of time 4. erm with FSD i would expect a 6-7x price target in 10 years, without it probably about half. I hope FSD success because i hate driving This post has been edited by Sky.Live: Aug 2 2021, 08:33 PM |
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Aug 2 2021, 09:47 PM
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Senior Member
1,119 posts Joined: Jun 2007 From: Kuala Lumpur |
QUOTE(Sky.Live @ Aug 2 2021, 08:32 PM) 1. I hope they success, 4680 success if vital for whole EV industry I would argue that 4680 is actually just the form factor. The battery chemistry, processes and raw material use is more important in bringing down prices to make EVs more affordable and acceptable to the general public.2. 20million production target by 2030, not sure their market segment aim, definitely no like apple (high end) currently. There are many sector Tesla can branch into boosting their revenue, have to wait and see 3. Regulatory seems to be the enemy here. But i guess it's just matter of time 4. erm with FSD i would expect a 6-7x price target in 10 years, without it probably about half. I hope FSD success because i hate driving Regarding the Apple comparison, I'm comparing to the profit share, not the product range. The TAM for mobile phones is larger and the price is more reachable by more people. I agree with you that Tesla will definitely have to be a mass car manufacturer by bringing down their prices further. However, I don't foresee Tesla selling very cheap cars lower than $20k range. |
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Aug 3 2021, 08:43 AM
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Senior Member
4,383 posts Joined: Oct 2004 From: Cheras, Malaysia |
QUOTE(kelvinlym @ Aug 2 2021, 09:47 PM) I would argue that 4680 is actually just the form factor. The battery chemistry, processes and raw material use is more important in bringing down prices to make EVs more affordable and acceptable to the general public. ya i mean 4680 as the "tesla" battery that can have some technology or cost advantageRegarding the Apple comparison, I'm comparing to the profit share, not the product range. The TAM for mobile phones is larger and the price is more reachable by more people. I agree with you that Tesla will definitely have to be a mass car manufacturer by bringing down their prices further. However, I don't foresee Tesla selling very cheap cars lower than $20k range. agree on your second point, 20k vehicle is good. maybe 15k limit. with subsidy we can see Tesla everywhere. On Tesla quality, i heard very bipolar opinion lately, improved tremendously through manufacturing innovation and still not very reliable. Not sure what is the actual situation now |
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Aug 3 2021, 01:24 PM
Show posts by this member only | IPv6 | Post
#217
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Junior Member
898 posts Joined: Apr 2020 |
rebound reboundddd..will it hit ATH again
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Aug 6 2021, 09:43 AM
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Senior Member
1,119 posts Joined: Jun 2007 From: Kuala Lumpur |
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Oct 21 2021, 11:51 AM
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Senior Member
1,119 posts Joined: Jun 2007 From: Kuala Lumpur |
Q3 earnings out.
Mind-blowing results. Gross auto margins very healthy. |
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Oct 21 2021, 12:04 PM
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5,403 posts Joined: Oct 2007 |
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