1x Tsla Discussion Threads

[hpcg] 27/3/2025 13:45

Today's analyst calls, Wedbush say double, HSBC say halve.

[cfb2] 27/3/2025 12:55

The dual motor Model Ys are manufactured in Berlin and get sold to Europe and Saudi Arabia.

The shutdown in January and the slow ramp up has distorted the sales figures as Model Y make up more than 50% of Tesla's car sales. Chinese ones are also sold to Europe, Asia-Pacific, Middle East and South America.

Trump anti-EVs? He's just bought a Tesla. I would guess he's against the policy of pushing EVs over ICE cars, probably because he doesn't want to quicken the demise of the US auto industry.

[hosede] 27/3/2025 12:38

The 25% tariffs appears good for Teslas (produced in the US) but Trump is fervently anti EVs of any sort and where are German Teslas going to find a market ? And Chinese ones look to be suffering from massive competition.

[hosede] 27/3/2025 11:51

That gives him only 5 days to change his mind:-0

[cfb2] 27/3/2025 11:35

Trump has announced 25% tariff on car imports to the US from 2nd April.

[cfb2] 27/3/2025 11:09

cfb2 21 Mar '25 - 21:56 - 11666 of 11726

simon: The FT doesn't lean to the left but I agree they're going for clicks. They had an article a couple of days ago in FT Alphaville implying there was a $1.4bn fraud in Tesla. Anyone with a basic knowledge of accounting can see its the result of writing off manufacturing equipment from the old production lines.
...

Financial Times have just come out with an apology for the article:
Mea culpa. Having last week got rather excited by the minutiae of Tesla's accounting, it's time to row back on the apparent $1.4bn gap between capital investment and asset values.
...

But I'm sure the FT got their clicks from the story. Sad to see how much the paper's content has dropped in quality over the last couple of decades.

[smithie6] 26/3/2025 13:35

Timberrrrrr !

[hpcg] 26/3/2025 11:40

I think it depends on how bad. Longs, who are all we are interested in really, will have their own mental marker, and you would have to think there is quite the dispersion in that. There be some who think it will be just a few percent for example. The US is an important marker as we just have hearsay I think.

[hosede] 26/3/2025 11:03

hpcg
Yes but at what time? I guess it will be on the investor relations site.
But everyone knows they will be bad! So will the effect be dramatic?

[blusteradjuster] 26/3/2025 09:02

Worth keeping an eye on.

Trump has a long history of throwing useful idiots under the bus when it suits his personal interests.

If Musk were a bete noire for Americans on both sides of the political aisle, that aint going to help sales of his companies' products.



Micah‪@rincewind.run‬

one problem Democrats have had is that while Trump sucks he does have a very loyal cult so it’s hard to run directly against him in some places

enter Elon Musk

‪Taniel‬ ‪@taniel.bsky.social‬·6h

The Democrat who just flipped a very Trumpy seat in Pennsylvania’s Senate made opposition to Elon Musk front and center in his campaign.

[hpcg] 25/3/2025 22:42

They normally release sales and production numbers for the following quarter on 2nd of the following month, which is a week tomorrow.

[hosede] 25/3/2025 19:23

Still creeping up: I doubt it will get much beyond the 200dma - but WDIK
Do we know when the Q1 sales figures will be announced? Will the studio be draped in black ? :-0

[grabster] 25/3/2025 17:55

clocktower - oh dear:

12. Unfortunately, the AGP Group has been in a difficult financial position since the pandemic, and this deteriorated further in early 2023. This deterioration arose from previous decisions taken to obtain financing to expand the operations of the Group so as to meet the anticipated demands of large customers, in particular Tesla. The pandemic; the Ukraine conflict; delays in the launch by its customers of new vehicles for which the AGP Group was the supplier of glazing products, meant that the Group had expended significant resources to permit supply, and there was lower than anticipated customer demand for such products.

[grabster] 25/3/2025 17:51

Mercurial chap that he is, what chance Musk disposing of his entire Tesla stake and quitting?

[grafter] 25/3/2025 15:09

Hee hee - Bloomberg laughing at Ark again

[hosede] 25/3/2025 11:23

Meanwhile Cathy thinks it will reach 2600 - 90% from Robotaxis - in 5 years
By my rough calculations profits ( at a PE of 20) that would need to be 130 x 3.2 Bn so turnover of ca. 4trn . which means everyone on the planet spending $571 a year on taxis. really???

It worries me that this could become a meme stock and that dire numbers will just get ignored

[clocktower] 25/3/2025 10:49

Seems like Musks stock pricing skills will be put to the test when sales numbers are released.

Good bounce up but was not unexpected but giving the big traders a opening to exit.

[hosede] 25/3/2025 10:41

If - as expected - the sales numbers are dire and the share price falls below 200, all those employees whom Musk told to hang on will be well P*ssed off. Could result in a death spiral

[simon gordon] 25/3/2025 07:56

CNBC - 25/3/25:

BYD is achieving the most 'explosive growth' in the automotive industry in 100 years: Dunne Insights

[blusteradjuster] 25/3/2025 06:27

Xiaomi raised $5.5bn in an upsize share sale in order to help fund its foray into the ultra-competitive electric-vehicle market. The firm—better known for smartphones—wants to raise production from 135,000 electric vehicles last year to 350,000 in 2025.

Earlier BYD, Xiaomi’s biggest Chinese competitor, said that annual revenue topped $100bn for the first time in 2024, overtaking Tesla, its American rival.

[simon gordon] 24/3/2025 20:38

"Every day there is another video of a Chinese robot performing some moves, but Tesla is conspicuously silent. My guess is that the Q1 sales numbers are horrendous and they will do something with Optimus to try and temper the reality before April earnings call."

-David Galbraith, 24/3/25.

[hosede] 24/3/2025 17:36

Autonomous driving and NOT TESLA. Quite impressive