TSLA the next leg up

[Trader.Fighter]

Quote from koolaid:

LMAO..."the trend is your friend." please noob. no one said it's hard to believe. I said there are many people that missed out on this because this stock is very speculative.

The trend is indeed my friend, but apparently I gather from the way you talk to me, that you are not.

 

[koolaid]

Quote from Trader.Fighter:

The trend is indeed my friend, but apparently I gather from the way you talk to me, that you are not.

I gather from your reading comprehension that you're not quite there yet. Stop inferring what is not there and putting words in people's mouth.

 

[Banjo]

http://www.businessinsider.com/the-...ercent-of-the-california-luxury-market-2013-8

 

[Builder17]

Quote from PMVision:

TSLA is showing incredible strength over the past several months, but this is definitely NOT a stock that anyone should be buying for longer term purposes, other than a day trade. Look at this stock on a weekly chart and ask yourself, "is this sustainable?"... Absolutely not! Yes, the stock is going higher, but it's definitely a bubble.
Look at other stocks such as: SINA, SOHU, GMCR, NFLX, AAPL, or even the Nasdaq back in 1999 and 2000, all of them on a weekly chart... They ALL looked the exact same as TSLA does right now before they collapsed.

hard to argue with this.

 

[d08]

It's not sustainable, that's for sure, the slope is just too positive. But apparently for the time being it's "TSLA to the moon".

 

[ratchorg]

amazing run this year!

 

[Specterx]

Quote from Builder17:

hard to argue with this.

It is? Starting in 2004, AAPL increased by nearly 20x going into the '08 crisis, and 70x overall into the recent $700 peak. So while stocks do go up and down and TSLA will have a major pullback/consolidation at some point, perhaps for several years, none of that means there isn't a shitload of money to be made.

No position in TSLA btw.

 

[achilles28]

Quote from fivaxis:

Just getting started IMO. What is so great about Tesla?

They've built a car that is better than most other cars, looks great, top reviews, highest safety rating, high quality, high tech, handles great and it's fast.

The demand for it is through the roof, international orders are just starting to be exported, they can't make em as fast as they can sell em. Production will ramp up to 800 per week in 2014.

The next model, Model X won't start really shipping until 2015 and there are already over 5000 reservations for it.

The next model after that is Model E which is the cheaper mass production vehicle.

Add to that the supercharger network which is expanding every day.

At this point I would have to ask, what ISN'T great about Tesla?

TSLA has a larger market cap than Fiat. Fiat sells roughly 400,000 cars a month. TSLA, atm, sells around 2000, a month - less than 1% of Fiat monthly sales. Speculative.....uhh... ya. for sure. Not saying it's a great car, or can't scale up. But TLSA must increase sales 100 TIMES to get in the same league as fiat.

 

[shfly]

Found this article on battery supply concerns rather interesting...


http://seekingalpha.com/article/1657582-teslas-crushing-battery-supply-constraints

"While I hate to say "I told you so," CNBC recently aired an extraordinary video clip from an interview with Tesla Motors' CEO Elon Musk who described the cell manufacturing process in some detail and then went on to explain that all the lithium-ion battery production capacity in the world could only support a few hundred thousand cars a year.

...The implications of Mr. Musk's on-air battery discussion are staggering. Even if Tesla could lock up 100% the world's lithium-ion cell manufacturing capacity, it could only build a few hundred thousand cars a year. There is absolutely no chance that Tesla can accomplish that feat of monopolistic magic because:"

 

[maxpi]

Quote from shfly:

Found this article on battery supply concerns rather interesting...


http://seekingalpha.com/article/1657582-teslas-crushing-battery-supply-constraints

"While I hate to say "I told you so," CNBC recently aired an extraordinary video clip from an interview with Tesla Motors' CEO Elon Musk who described the cell manufacturing process in some detail and then went on to explain that all the lithium-ion battery production capacity in the world could only support a few hundred thousand cars a year.

...The implications of Mr. Musk's on-air battery discussion are staggering. Even if Tesla could lock up 100% the world's lithium-ion cell manufacturing capacity, it could only build a few hundred thousand cars a year. There is absolutely no chance that Tesla can accomplish that feat of monopolistic magic because:"

Battery technology is under continual R&D, eventually a better technology will emerge. In the meantime that tells us a lot about the company's marketing position. They will only fit in the high end competing with Cadillac, etc...

It is very refreshing to see a new product designed from the ground up with the newest tech though. I would love to own one but the battery charging limitations make it sort of not quite practical. They could build a hybrid though, it would be a great car.