1x Tsla Discussion Threads

[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 cupla. 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

[hosede] 24/3/2025 14:24

After the fall to 220, someone on this thread said it could recover to the 200dma - ca 280. Looking like he might be right. I am neutral at the moment, but Next Mondays Q1 figures will be key. - and likely start to the next leg down
BYD deliveries up a staggering 93% in Jan/Feb. not surprisingly NIO struggling and Tesla must be being hit. If sales are not going well in China, QI deliveries could struggle to get near 350K.
Question Do the burnt ones count as deliveries ? LOL

[hpcg] 24/3/2025 14:14

cfb2 - so... if his senior designers are low performers ... then what are the odds everything is going well and on time?

[hosede] 24/3/2025 13:38

Cfb
If you can't see that the K Winter and WWIII are approaching, I think you must be living on a different Planet to me. Read more history -and explain to me why we should behave differently. There are 82 stable elements and they and their compounds do exactly the same thing EVERY TIME

[cfb2] 24/3/2025 13:30

blusteradjuster: The roadster is a bit of an embarrassment to Tesla in terms of how long it is taking.

The semi has been in trial with a number of large companies since 2022. It was never going to be straight off the production lines and just sell as many as possible. It is finally going into production this year.

I'll not disagree with what you say about the low price end of the market. You certainly can't dive straight in. A single physical recall can completely destroy your profit margin.

hosede: Elliott waves and cycles are always easy to spot after they've happened. An expression you'll never hear is "...there goes the technical analyst's Porsche...". There is good reason you'll see them all giving trading courses to muppets as it's the only way they make money.