Tesla 2024

Discussion in 'Stocks' started by VicBee, Dec 19, 2023.

  1. VicBee

    VicBee

     
    #511     Sep 3, 2024
  2. SunTrader

    SunTrader

    While overall margins (no matter what a particular region's sales are) likely continue to deteriorate, due to increased competition and dropping retail prices plus incentives.
     
    #512     Sep 3, 2024
  3. VicBee

    VicBee

    Rather than repeating my reply, I invite you to look at past exchanges on this specific point showing that Tesla's margins are among the highest in the automotive sector.
     
    #513     Sep 3, 2024
  4. SunTrader

    SunTrader

    Yes they are. I've said as much myself.

    Higher than peers just like their stock price, which you somehow think matters to Wall Street. It doesn't. At least not to move the stock price higher. Expanding margins do that, not contracting ones.

    No trophies for the company whose margin dropped a fack lot just because well they are still the highest among all auto companies who are drop, drop, dropping.

    At one time TSLA was part of the so-called Magnificent 7. Someone coin that term because they were the tech companies with the ..... highest margins in all of public listed companies. 6 still are.
     
    #514     Sep 4, 2024
  5. VicBee

    VicBee

    Ok, now you're moving the goal post again. So it's no longer about margin against competitors in the automotive sector but against the tech 7. I take that as an acknowledgement that Tesla isn't going bankrupt, or that EVs are done with, or that Ford and GM are about to overcome Tesla's sales.
    For years I've said Tesla isn't a car company and you chuckled. Now, you affirm it's a tech company but it's still a loser because it's not making 30% margins.

    Hard to please, ain't ya.

    We know that Tesla Energy is ramping up with better margins than car manufacturing. Musk suggested a few years back that it will likely be more profitable than cars and 2025 might be the year.

    FSD, Dojo and bots are still in development, too slow for some, far beyond the competition for others, but if and when they finally fulfill expectations, they will certainly launch Tesla's next rapid growth.
     
    #515     Sep 4, 2024
  6. SunTrader

    SunTrader

    LOL you refer to Tesla as a auto company in your previous post and I do as well.

    Then I mentioned that it was formerly a Mag 7, which the markets refer to as high-margin tech companies.

    Which is it? You tell me and I'll go with it.

    Anyway if and buts as to future products/services Elon might pull out of his ass ... along with Trump.

    Markets price in past and current news plus potential news to come. They ain't pricing in all that other nonsense just yet so maybe just maybe there is room to the upside - if not, as well as a return to lower price range.

    TWT
     
    #516     Sep 4, 2024
  7. VicBee

    VicBee

    I've never referred to Tesla as solely an auto manufacturer and wouldn't expect its margins to match the 7 either, because theirs are primarily software. Tesla would need to establish a similar model for their FSD app, something I'm not at all convinced they can do.

    While share valuation is grounded in numbers based on actual and expected results, there's also a significant gambling/manipulation/greed tied to value. Look at NVDA of the last couple weeks for proof. Hindsight experts will explain it away but numbers only wouldn't.
     
    #517     Sep 4, 2024
  8. VicBee

    VicBee

     
    #518     Sep 5, 2024
  9. SunTrader

    SunTrader

    So this is never referring to Tesla as solely an auto manufacturer?

    If you say so.
    As for matching the other Mag 7's margins - at one time it was priced as if it did, whether you, me or a lamppost thought so. Obviously no longer lol the gig is up with Musk's touting working on anyone important other than Cathy Woods and other assorted oddballs.
     
    #519     Sep 5, 2024
  10. VicBee

    VicBee

    You're seriously obtuse... I said, Tesla's margins are among the highest in the automotive sector. How do you understand that to mean Tesla is solely an auto manufacturer... :banghead:
     
    #520     Sep 5, 2024