TSLA in trouble - Page 2 - Jaguar I-Pace EV400 Forum
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post #11 of 550 (permalink) Old 05-20-2019, 08:19 PM
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I was an early Model S adopter, ordering the P85 shortly after it was launched. That car is still a blast to drive with 120k miles on it. I just added an I-Pace instead of a Model 3 because I like the design and luxury better on the I-Pace. I truly hope that Elon will recognize that he needs a strong COO to operate the car business day to day while some other divsion is formed to explore the other technologies that catch his fancy.
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post #12 of 550 (permalink) Old 05-20-2019, 11:28 PM
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I don't want Tesla to fail. I just want them to price their cars in the proper range of what you're getting.
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post #13 of 550 (permalink) Old 05-21-2019, 12:32 PM Thread Starter
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Two Investor Place opinions on TSLA. The first is the bull, from March:

Why the Long-Term Bull Thesis on Tesla Stock Remains Strong

Read it and know what "drinking the Kool-Aid" means. For example:

Quote:
Tesla remains on track to one day be the world's most important auto company, so TSLA stock should be bought at its current levels
And if you did buy it in March you're probably sorry right now.

Luke Lango is long on TSLA.
.....................

The bear, from April:

Tesla Stock Is in Trouble

Quote:
A Final Word on Tesla Stock

The fact is that TSLA will no longer be the de facto choice for consumers interested in purchasing electric vehicles. Its already-tenuous sales will be assaulted from all sides. And until actual Model Ys, Tesla Semis, and Tesla Pickups arrive, investors can’t assume Tesla will even be able to properly manufacture those vehicles.

TSLA did indeed once have a first-mover advantage. Despite the company’s inability to execute, Tesla stock has soared. However, TSLA is not a leader in battery technology. It’s not going to be saved by the Chinese market, which is already saturated with extremely competitive local companies. And TSLA will not be a leader in electric-vehicle technology.
Luce Emerson is short on TSLA.
................

My take: Model Y is unlikely to happen under the current circumstances. The pickup isn't even a concept drawing yet. The semi has a long way to go and is hardly proven for class 8 OTR long-haul trucking. Otherwise the semi is just another me too in electric short-haul trucking, and will be way too expensive (or sell at a loss).

If you think my opinion is negative (It is now!) then try this one from Morgan Stanley:

Tesla stock’s ‘bear case’ is $10, Morgan Stanley says

$10/share will be the end. I think that's a bit hyperbolic. I heard a projection of $100/share a day or two ago. That could be more realistic as a bottom.
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post #14 of 550 (permalink) Old 05-22-2019, 10:36 AM
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$10 a share is definitely hyperbole in the opposite.
TSLA has a book value of 26.52 per share as of this morning. If the shares drop low enough, it becomes a take over target. The market is good, the brand name still has some value, and a strong car manufacturer could solve a lot of the production and delivery problems. So somewhere between $100/share and $27/share, there will be an option to take over the company.

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post #15 of 550 (permalink) Old 05-22-2019, 12:49 PM
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Dump Musk and the stock will rise. Below 200 as I write this.
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post #16 of 550 (permalink) Old 05-22-2019, 11:41 PM
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Quote:
Originally Posted by Sbingham60 View Post
$10 a share is definitely hyperbole in the opposite.
TSLA has a book value of 26.52 per share as of this morning. If the shares drop low enough, it becomes a take over target. The market is good, the brand name still has some value, and a strong car manufacturer could solve a lot of the production and delivery problems. So somewhere between $100/share and $27/share, there will be an option to take over the company.
I think you're underestimating what a **** show Tesla is. In due diligence, an acquirer would have no idea what liabilities they're exposing themselves to because Tesla can't possibly even know themselves. I had a chance to have dinner and drinks with a former c-level executive there who noped the heck out after joining and I don't think the general public has the slightest idea of how bad/disorganized it is. I can't see a company buying them, rather they'd wait to bid on the pieces in a BK asset disposition sale.

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post #17 of 550 (permalink) Old 05-23-2019, 02:51 AM
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ouch
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post #18 of 550 (permalink) Old 05-23-2019, 03:53 AM Thread Starter
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I wouldn't buy it with epirali's money. I know what a sh*t show looks like from the inside.

That said, anything can be turned around. It just takes leadership.

When epirali buys it he can hire me. I'll straighten things out.
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post #19 of 550 (permalink) Old 05-23-2019, 09:03 AM
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Who wait hold on there how did I get drawn into this mess?
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post #20 of 550 (permalink) Old 05-23-2019, 11:57 AM Thread Starter
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Originally Posted by epirali View Post
Who wait hold on there how did I get drawn into this mess?
Larry Page bailed on buying it in 2013. It's your turn.
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