Tesla-insiderne saelger flittigt. Jeg har lavet en ny figur, der viser insider-salg, og opdateret nogle figurer relateret til Tesla. Sidste gang Elon Musk oegede sin aktie-beholdning naevnevaerdigt via koeb var 30. maj 2013, da han koebte aktier for 100 millioner dollar. Elon Musk ejede paa et tidspunkt mere end 28% af aktierne. Nu ejer han mindre end det halve.
Figurer jeg ikke selv har lavet har jeg snuppet herfra:
Salg i de tre regioner:
https://bsky.app/profile/troyteslike.bsky.social/post/3lmkjed4hos2o
Freemont-produktion:
https://bsky.app/profile/troyteslike.bsky.social/post/3lmnaf75ruc2b
Texas-produktion:
https://bsky.app/profile/troyteslike.bsky.social/post/3lmmzpysymk2a
Hvis Tesla skulle gaa bankerot trods den massive stats-stoette gennem aarene, saa har Elon Musk heldigvis stadig SpaceX og onkel Sams kreditkort
Exclusive: Musk's SpaceX is frontrunner to build Trump's Golden Dome missile shield
https://www.reuters.com/business/aerospace-defense/musks-spacex-is-frontrunner-build-trumps-golden-dome-missile-shield-2025-04-17/
2025-01-29:
https://www.fool.com/earnings/call-transcripts/2025/01/29/tesla-tsla-q4-2024-earnings-call-transcript/
"I see a path. I'm not saying it's an easy path but I see a path of Tesla being the most valuable company in the world by far. Not even close, like maybe several times more than -- I mean, there is a path where Tesla is worth more than the next top five companies combined. There's a path to that."
God Paaske til alle
Figurer jeg ikke selv har lavet har jeg snuppet herfra:
Salg i de tre regioner:
https://bsky.app/profile/troyteslike.bsky.social/post/3lmkjed4hos2o
Freemont-produktion:
https://bsky.app/profile/troyteslike.bsky.social/post/3lmnaf75ruc2b
Texas-produktion:
https://bsky.app/profile/troyteslike.bsky.social/post/3lmmzpysymk2a
Hvis Tesla skulle gaa bankerot trods den massive stats-stoette gennem aarene, saa har Elon Musk heldigvis stadig SpaceX og onkel Sams kreditkort
Exclusive: Musk's SpaceX is frontrunner to build Trump's Golden Dome missile shield
https://www.reuters.com/business/aerospace-defense/musks-spacex-is-frontrunner-build-trumps-golden-dome-missile-shield-2025-04-17/
2025-01-29:
https://www.fool.com/earnings/call-transcripts/2025/01/29/tesla-tsla-q4-2024-earnings-call-transcript/
"I see a path. I'm not saying it's an easy path but I see a path of Tesla being the most valuable company in the world by far. Not even close, like maybe several times more than -- I mean, there is a path where Tesla is worth more than the next top five companies combined. There's a path to that."
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18/4 2025 08:54 TOPspiller 3
125907 Er det meningen at produktionen skal falde i Giga Texas. Det ser da voldsomt ud. Fra 54k til 32k. Normalt gælder det om at udnytte ens kapacitet, men Tesla har altid været lidt speciel med PE på over 115.
TOPspiller Bilsalget udgør 90% af omsætningen og regulatory credits udgjorde i seneste kvartal en tredjedel af indtjeningen, så det er ikke så godt. Jeg tror fremadrettet P/E kan blive endnu højere, når analytikerne opdaterer deres estimater efter Q1- og Q2-regnskab.
Vedhæftede figurer viser omsætningen i automotive og energy generation and storage. For et af kvartalerne er tallene forkerte. Det skyldes en fejl i data fra Tesla.
Hvis nedenstående vedrørende Optimus står til troende, så bør markedsværdien være væsentligt højere end i dag. Jeg er dog gammel nok til at huske, at Elmo hvert år de seneste ti år har sagt, at Tesla vil have selvkørende biler om 3-6 måneder
"With regard to Optimus, obviously, I'm making these revenue predictions that sound absolutely insane, I realize that. But they are -- I think they will prove to be accurate.
Now with Optimus, there's a lot of uncertainty on the exact timing because it's not like a train arriving at the station for Optimus. We are designing the train at the station and in real time while also building the tracks. And so, they'll be like, why didn't the train arrive exactly at 12:05? And like we're designing the train and the tracks in the station in real-time while like how can we predict this thing with absolute precision? It's impossible. The normal internal plan calls for roughly 10,000 Optimus robots to be built this year.
Will we succeed in building 10,000 exactly by the end of December this year? Probably not, but will we succeed in making several thousand? Yes, I think we will. Will those several thousand Optimus robots be doing useful things by the end of the year? Yes, I'm confident they will do useful things. Those Optimus in use at the Tesla factories for production design 1 will inform how will we change for production design 2, which we expect to launch next year. And our goal is to ramp up Optimus production faster than maybe anything has ever been ramped, meaning like aspirationally in order of magnitude, ramp per year.
Now if we aspire to an order of magnitude ramp per year, perhaps, we only end up with a half order of magnitude per year. But that's the kind of growth that we're talking about. It doesn't take very many years before we're making 100 million of these things a year if you go up by let's say, a factor by 5x per year."
Vedhæftede figurer viser omsætningen i automotive og energy generation and storage. For et af kvartalerne er tallene forkerte. Det skyldes en fejl i data fra Tesla.
Hvis nedenstående vedrørende Optimus står til troende, så bør markedsværdien være væsentligt højere end i dag. Jeg er dog gammel nok til at huske, at Elmo hvert år de seneste ti år har sagt, at Tesla vil have selvkørende biler om 3-6 måneder
"With regard to Optimus, obviously, I'm making these revenue predictions that sound absolutely insane, I realize that. But they are -- I think they will prove to be accurate.
Now with Optimus, there's a lot of uncertainty on the exact timing because it's not like a train arriving at the station for Optimus. We are designing the train at the station and in real time while also building the tracks. And so, they'll be like, why didn't the train arrive exactly at 12:05? And like we're designing the train and the tracks in the station in real-time while like how can we predict this thing with absolute precision? It's impossible. The normal internal plan calls for roughly 10,000 Optimus robots to be built this year.
Will we succeed in building 10,000 exactly by the end of December this year? Probably not, but will we succeed in making several thousand? Yes, I think we will. Will those several thousand Optimus robots be doing useful things by the end of the year? Yes, I'm confident they will do useful things. Those Optimus in use at the Tesla factories for production design 1 will inform how will we change for production design 2, which we expect to launch next year. And our goal is to ramp up Optimus production faster than maybe anything has ever been ramped, meaning like aspirationally in order of magnitude, ramp per year.
Now if we aspire to an order of magnitude ramp per year, perhaps, we only end up with a half order of magnitude per year. But that's the kind of growth that we're talking about. It doesn't take very many years before we're making 100 million of these things a year if you go up by let's say, a factor by 5x per year."
18/4 2025 15:02 TOPspiller 2125916 Der ligger også en stor regning til Tesla på op imod 70 mia. DKK da deres software ikke underbygger der de har lovet.
Der står også i denne lille artikel, at biler med HW3 er solgt over hele verden, og sagen har derfor global betydning for Teslas omdømme og fremtidige forretning.
Jeg ved dog ikke om deres omdømme kan blive meget dårligere.
https://www.nyheder24.dk/udland/4-millioner-biler-med-fejl-tesla-risikerer-regning-paa-70-mia
Der står også i denne lille artikel, at biler med HW3 er solgt over hele verden, og sagen har derfor global betydning for Teslas omdømme og fremtidige forretning.
Jeg ved dog ikke om deres omdømme kan blive meget dårligere.
https://www.nyheder24.dk/udland/4-millioner-biler-med-fejl-tesla-risikerer-regning-paa-70-mia
Genbrug af gamle nyheder, der tidligere er debatteret i Tesla-tråden. Lad os afvente Q1-regnskabet og tage diskussionen derfra
Friske nyheder fra denne uge. Jeg tror aldrig, at jeg har set så mange dårlige nyheder på så kort tid for en virksomhed tidligere. Regnskab tirsdag.
Exclusive: Tesla to delay US launch of affordable EV, a lower-cost Model Y, sources say - https://www.reuters.com/business/autos-transportation/tesla-delay-us-launch-affordable-ev-lower-cost-model-y-sources-say-2025-04-18/
Tesla settles Black employee's lawsuit alleging pervasive harassment
https://www.reuters.com/business/autos-transportation/tesla-settles-black-employees-lawsuit-alleging-pervasive-harassment-2025-04-17/
Tesla speeds up odometers to avoid warranty repairs, US lawsuit claims - https://www.reuters.com/business/autos-transportation/tesla-speeds-up-odometers-avoid-warranty-repairs-us-lawsuit-claims-2025-04-17/
Tesla drops Cybertruck production targets and moves some workers off the line
https://www.businessinsider.com/tesla-cybertruck-production-drops-sales-slump-2025-4
Tesla registrations slump 15% in EV-loving California - https://www.reuters.com/business/autos-transportation/teslas-first-quarter-registrations-california-fell-15-industry-data-shows-2025-04-16/
Tesla Slumps Below 50% Share of California's Electric Car Market
https://www.bloomberg.com/news/articles/2025-04-16/tesla-slumps-below-50-share-of-california-s-electric-car-market
Salget af Tesla styrtdykker i Europa
https://www.berlingske.dk/virksomheder/salget-af-tesla-styrtdykker-i-europa-undtagen-i-et-land
Tesla (TSLA) has to replace computer in ~4 million cars or compensate their owners
https://electrek.co/2025/04/14/tesla-tsla-replace-computer-4-million-cars-or-compensate-their-owners/
Exclusive: Tesla to delay US launch of affordable EV, a lower-cost Model Y, sources say - https://www.reuters.com/business/autos-transportation/tesla-delay-us-launch-affordable-ev-lower-cost-model-y-sources-say-2025-04-18/
Tesla settles Black employee's lawsuit alleging pervasive harassment
https://www.reuters.com/business/autos-transportation/tesla-settles-black-employees-lawsuit-alleging-pervasive-harassment-2025-04-17/
Tesla speeds up odometers to avoid warranty repairs, US lawsuit claims - https://www.reuters.com/business/autos-transportation/tesla-speeds-up-odometers-avoid-warranty-repairs-us-lawsuit-claims-2025-04-17/
Tesla drops Cybertruck production targets and moves some workers off the line
https://www.businessinsider.com/tesla-cybertruck-production-drops-sales-slump-2025-4
Tesla registrations slump 15% in EV-loving California - https://www.reuters.com/business/autos-transportation/teslas-first-quarter-registrations-california-fell-15-industry-data-shows-2025-04-16/
Tesla Slumps Below 50% Share of California's Electric Car Market
https://www.bloomberg.com/news/articles/2025-04-16/tesla-slumps-below-50-share-of-california-s-electric-car-market
Salget af Tesla styrtdykker i Europa
https://www.berlingske.dk/virksomheder/salget-af-tesla-styrtdykker-i-europa-undtagen-i-et-land
Tesla (TSLA) has to replace computer in ~4 million cars or compensate their owners
https://electrek.co/2025/04/14/tesla-tsla-replace-computer-4-million-cars-or-compensate-their-owners/
19/4 2025 09:10 TOPspiller 1125926 Ja nu kommer det rigtige ansigt frem på Tesla. Et firma der er blevet båret frem med statsstøtte, tvivlsom kvalitet og dårlig service. Man kan håbe at aktierne ikke skal være total overvurderet når det går op for folk at "Tesla har jo ikke noget tøj på".
TOPspiller Jeg tror ikke, at man skal forvente det store aha-øjeblik. Jeg tror bare, at det kommer til at gå stille og roligt nedad herfra med drypvis dårlige nyheder.
Det bliver forresten spændende, om Tesla køber xAI eller omvendt.
Det bliver forresten spændende, om Tesla køber xAI eller omvendt.
19/4 2025 09:01 TOPspiller 3125925 Det må være dyrt ikke at sælge det man har planlagt. Cyberteuck salger er næsten gået i stå! Men man forstår det godt - en køn bil er det ikke og pick-up enskaberne er heller ikke for gode og det samme med kvaliteten. Det viser tydeligt at Musk kan tage fejl som han har gjort så mange gange før.
https://www.boosted.dk/tesla-naegter-at-tage-brugte-cybertruck-i-bytte/
https://www.boosted.dk/tesla-naegter-at-tage-brugte-cybertruck-i-bytte/
TOPspiller Fra samme hjemmeside om Sverige:
Helt land vender Tesla ryggen - har solgt under 100 biler
https://www.boosted.dk/helt-land-vender-tesla-ryggen-har-solgt-under-100-biler/
Helt land vender Tesla ryggen - har solgt under 100 biler
https://www.boosted.dk/helt-land-vender-tesla-ryggen-har-solgt-under-100-biler/
19/4 2025 10:04 TOPspiller 3125929 De har altid været nogle fornuftige folk de svenskere. Flyver ikke så meget da det ikke er godt for planeten. Foregangsland for diversitet og nu også en rigtig holdning til Tesla.
19/4 2025 14:42 TOPspiller 0125933 Dejligt at der er en seriøs kanal der ser lidt kritisk på Tesla. Viser tydeligt hvordan Musk lover alt for meget og har gjort de over snart 10 år. Nu kan man se at hans fantasi værdiansættelse ikke længere kan holdes oppe af EV slager, så nu skal han finde en ny drøm der kan "retfærdiggør" den ekstreme markedsværdi. Godt verden er ved at vågne og kan gennemskue ham.... Det er et kæmpe pyramidespil!
