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Micele · 25 november 2020, 11:30

Samenvattende repliek op de eeuwige EV-scepticus Bill Maurer.

Via Seeking Alpha
https://seekingalpha.com/article/439...=mw_quote_news

Tesla Analysts Still Don't See 500K
Nov. 24, 2020 6:05 PM ET|162 comments | about: Tesla, Inc. (TSLA)
Bill Maurer
...
Over the past four fiscal quarters, Tesla has beaten street revenue estimates by an average of $382 million per quarter. Are we set up for a similar scenario to occur in Q4? At present, it certainly seems that way, given the average street revenue estimate implies Tesla is going to miss its delivery forecast for the year by a wide margin. We'll see if these analyst numbers change in a big way before the company reports its deliveries in January. But with the stock recently hitting an intra-day all-time high, it would be a major disappointment if Tesla doesn't even get within a few thousand deliveries of its half a million yearly forecast.

truwa
Comments1640 | + Follow

Bill, you still do not get it.

Nothing changes if Tesla delivers 475K or 500K. As long as there is FCF and some profits, it will be counted positive for Tesla.

People are in TSLA because they think that it is the next AAPL. It will be APPL of cars, autonomy and energy.

TSLA is up because this year removed any doubt about the future of ICE. It is dead. It has no future whatsoever. And the end is coming sooner than anybody expects. New ICE sales will be banned in many countries by 2030. There is no time left, it is nine years away.

And on top of this, GM just announced this : "We are planning to produce 1 million EVs in 2025". That is it. That is the strong competition. And it is the most ambitious goal after VW. Others, they are already out of the game.

Tesla is planning to produce 1 million BEVs next year.
Tesla is planning to produce close to 2 million BEVs in 2022.

If 4680 works, there is no stopping Tesla. Tesla will continue building gigafactories like nothing. That is why battery day is such a game changer. The street just realizing it.

And there is FSD beta. Which looks very promising. Even the skeptics are not so sure anymore. I saw several videos where the car navigated to the destination autonomously in haphazard city traffic. This is the "early beta stage". There are trips over 50 miles long without any intervention. Of course much more training is needed, but it is learning and learning fast. The progress is actually visible from version to version, a new version coming in about 10 day intervals.

The question to ask is this : Which auto company will produce 1 million BEVs in what year?

NiceWhileItLasted
Comments3150 | + Follow

Nobody cares if Tesla falls short of 500k cars sold. That goal was set BEFORE the pandemic and was not revised downward accordingly. Nobody cares and it does not matter. Tesla is up 400% this year and well over 4000% since 2013. Those are the numbers that mean something.

25 Nov 2020, 04:31 AMReply1Like

DragonGod
Comments36 | + Follow

569% this year.

25 Nov 2020, 05:12 AM

-----

Dat Biden de verdere opkomst van hernieuwbare energie niets in de weg gaat leggen staat al vast, integendeel.

https://techcrunch.com/2020/11/17/a-...ksB2TiHvDNqAqn

Ook dat drijft de koers van Tesla omhoog, als grootste producent van powerwalls tem megapacks voor opslag en stabilisatie of grid services.

25 november 2020, 11:30	#6551
Micele Secretaris-Generaal VN Geregistreerd: 18 mei 2005 Locatie: Limburg Berichten: 50.235	Samenvattende repliek op de eeuwige EV-scepticus Bill Maurer. Via Seeking Alpha https://seekingalpha.com/article/439...=mw_quote_news Tesla Analysts Still Don't See 500K Nov. 24, 2020 6:05 PM ET\|162 comments \| about: Tesla, Inc. (TSLA) Bill Maurer ... Over the past four fiscal quarters, Tesla has beaten street revenue estimates by an average of $382 million per quarter. Are we set up for a similar scenario to occur in Q4? At present, it certainly seems that way, given the average street revenue estimate implies Tesla is going to miss its delivery forecast for the year by a wide margin. We'll see if these analyst numbers change in a big way before the company reports its deliveries in January. But with the stock recently hitting an intra-day all-time high, it would be a major disappointment if Tesla doesn't even get within a few thousand deliveries of its half a million yearly forecast. truwa Comments1640 \| + Follow Bill, you still do not get it. Nothing changes if Tesla delivers 475K or 500K. As long as there is FCF and some profits, it will be counted positive for Tesla. People are in TSLA because they think that it is the next AAPL. It will be APPL of cars, autonomy and energy. TSLA is up because this year removed any doubt about the future of ICE. It is dead. It has no future whatsoever. And the end is coming sooner than anybody expects. New ICE sales will be banned in many countries by 2030. There is no time left, it is nine years away. And on top of this, GM just announced this : "We are planning to produce 1 million EVs in 2025". That is it. That is the strong competition. And it is the most ambitious goal after VW. Others, they are already out of the game. Tesla is planning to produce 1 million BEVs next year. Tesla is planning to produce close to 2 million BEVs in 2022. If 4680 works, there is no stopping Tesla. Tesla will continue building gigafactories like nothing. That is why battery day is such a game changer. The street just realizing it. And there is FSD beta. Which looks very promising. Even the skeptics are not so sure anymore. I saw several videos where the car navigated to the destination autonomously in haphazard city traffic. This is the "early beta stage". There are trips over 50 miles long without any intervention. Of course much more training is needed, but it is learning and learning fast. The progress is actually visible from version to version, a new version coming in about 10 day intervals. The question to ask is this : Which auto company will produce 1 million BEVs in what year? NiceWhileItLasted Comments3150 \| + Follow Nobody cares if Tesla falls short of 500k cars sold. That goal was set BEFORE the pandemic and was not revised downward accordingly. Nobody cares and it does not matter. Tesla is up 400% this year and well over 4000% since 2013. Those are the numbers that mean something. 25 Nov 2020, 04:31 AMReply1Like DragonGod Comments36 \| + Follow 569% this year. 25 Nov 2020, 05:12 AM ----- Dat Biden de verdere opkomst van hernieuwbare energie niets in de weg gaat leggen staat al vast, integendeel. https://techcrunch.com/2020/11/17/a-...ksB2TiHvDNqAqn Ook dat drijft de koers van Tesla omhoog, als grootste producent van powerwalls tem megapacks voor opslag en stabilisatie of grid services. Laatst gewijzigd door Micele : 25 november 2020 om 11:45.