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Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Sam Korus
For the past 5 years, the narrative we heard is that Tesla will never be able to scale production.
Sam Korus
Now Tesla is going from breaking ground on a factory to volume production in one and a half years.
Sam Korus
And I think there is still much room for what Tesla can do in the coming years.
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Sam Korus
Wall Street can be extremely short-term oriented. They wanted something for the next quarter.
Sam Korus
Tesla laid out plans for the next 2-3 years to make sure batteries' production wouldn't be a problem
Sam Korus
or be a bottleneck for ramping and they'd be able to produce a price parity for EV.
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Garrett Nelson
We put out a report last month about the potential Biden win and Tesla will be a big winner
Garrett Nelson
EV pure play because EVs would be very heavily subsidized under Biden administration.
Garrett Nelson
He is proposing a massive expansion of tax credits and also huge build out of EV charging stations.
Garrett Nelson
It will be about a twenty-fold increase in the number of EV charging stations.
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Garrett Nelson
I think what wasn't appreciated the way it should be in Tesla's Q3 Earnings Report release is that
Garrett Nelson
they have very quietly increased their annual production capacity from 690,000 vehicles a year
Garrett Nelson
to 840,000 vehicles a year versus 3 months earlier. That's 22% increase in their production capacity
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Ross Gerber
How many Hummers can they make in 2022? My guess is less than 10,000. This is a non-event.
Ross Gerber
And nobody is going to buy a $120,000 truck when they can buy the same ICE truck for 50 grand.
Ross Gerber
What GM is doing is trying to sell more ICE cars by making the EV so expensive
Ross Gerber
that nobody is gonna buy it!
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Ross Gerber
The demand for EV cars is off the charts. Look at the Taycan, it's not even a great car and it's the
Ross Gerber
no.1 selling Porsche. But they're not even all-in, like dude, make a Cayenne EV. What are you doing?
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Ross Gerber
It is such a half-assed effort. They don't understand they're going to be wiped out by Tesla
Ross Gerber
if they don't go all-in on EV. Other companies are doing it, Rivian, Lucid they're all-in on EVs.
Ross Gerber
and they'll be successful but the GMs, and Fords they are out of time.
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Ross Gerber
To infer that Tesla's emission credits are not part of the business is disingenuous.
Ross Gerber
The bottom line is, that's real cash that Tesla gets paid because other companies have failed
Ross Gerber
at creating an EV solution. They knew they can, they just don't want to invest the money.
Ross Gerber
So it's real money.
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Ross Gerber
The emission credits they throw at Tesla is kind of an unfair way to look at a company.
Ross Gerber
Here's a company who is making an EV and knows that it gets credit for taking this enormous risk
Ross Gerber
in making a much harder vehicle that's better for the environment.
Ross Gerber
There's a reason why these credits exists.
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Ross Gerber
A year ago, Tesla had the issue where they are maybe running out of money.
Ross Gerber
They had less than $2 billion in the bank and we went up and talked to Elon about doing a secondary
Ross Gerber
or a convertible offering which he did the next day. Now, their books have $14 billion in cash
Ross Gerber
which is greater than their debt level.
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Gordon Johnson
The point is, you could say a lot of things about Tesla but the reality is,
Gordon Johnson
you're talking about a company that is valuing at thousand times earnings where you're seeing
Gordon Johnson
growth declines in Europe, and overall they're not seeing the growth they are sowing
Gordon Johnson
And they are seeing significant competition next year.
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Gordon Johnson
The only question that should have been asked in their earnings call last night was
Gordon Johnson
What is your credit sales in Q4 because if it's not $400 million if it's $200 million they could
Gordon Johnson
potentially lose money. That is the only question.
Gordon Johnson
They are not making more money than they're selling in credit.
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Gordon Johnson
If you take out the sales in credits, what happened this quarter was, Tesla lost $66 million.
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Jim Cramer
Yes, the credits matter but what really matters about Tesla is they have flawless execution
Jim Cramer
Even at the time of COVID, they ended up doing everything right.
Jim Cramer
If this is a tech company, it deserves to sell exactly what it's selling.
1
0
Created by
yasmin_thelight
2 years ago for
Stocks
:
Tesla
Jim Cramer
What you see is a frictionless model. You now have the analyst now that don't know what to do.
Jim Cramer
They really don't because they've been wrong. They've been so wrong it's just better for them to say
Jim Cramer
they never really understood evaluation.
1
0
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