Tesla 2020

kashirin said:
what tesla currently produces from price point is a luxury car.
I believe share of luxury new cars in US maybe around 30%

worldwide I don't know but it would wise to assume half of that. so 15%
You calculations assume they will produce 14 millions cars
So they will take whole luxury segment

I think the best case scenario they can take 20% of the luxury segment. So their theoretical limit is likely about 3 million car at current price point
More...

I am not sure they will produce 14 M cars, I just stopped doing the math when the 10% of current world market is reached.

While price wise I can see how others call the cars luxury, from a comfort level they are quite different, I would say they add value to mid market cars, function at a performance car level.

Even if their limit were to be 3M, if valued in the market as a growth tech company the potential market cap is good.
 
OK, this comes from someone in Germany, seems to have a better finance background. I found it interesting that they thought model 3 growth would not happen from here.
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Someone else said margin should improve over time and this model generally shows that.
 
I don't get why they picked Berlin for the next factory? The Chinese worked 24/7 on their factory, try that with German labor laws. So it will take 2 years to build it. Not to mention the cost of the factory labou, compared to East Europe. The obvious choice would have been Poland close to the German border with their cheap labor force. Szczecin is only 100 miles from Berlin with a port. Or maybe somewhere in the Czech Republic.
 
So who thinks Tesla is going to 10,000 per share? Maybe $20,000 per?

Hell, let's take it to $100,000 per share. More than Berkshire Hathaway.

Actually, I think that TSLA is worth more than the GDP of the Earth... and the Moon... and Mars...

teslateslateslateslateslateslaTeslaTeslaTESLATESLATESLA!!!!!!!
 
So...none of the fan boys are going to factor in a recession and what that will do to TSLA? A recession will cause a dip in sales which will cause panic which will destroy the stock.

If Trump gets re elected, I think he can hold off the recession for another 4 years. If Biden wins, TSLA will go below $100 by July 2023. Maybe lower.
 
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