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From Electrek: Tesla’s stock (TSLA) tumbles as Goldman Sachs claims Model S/X demand peaked

Discussion in 'News from Electrek.co' started by RSSFeed, Jul 5, 2017.

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  1. RSSFeed

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    Tesla’s stock (TSLA) tumbles as Goldman Sachs claims Model S/X demand peaked

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    After hitting several new all-time highs over the last month, Tesla’s stock (TSLA) has now tumbled back below $350. It went down another 5% this morning after a new note from Goldman Sachs.

    Analysts have been assimilating Tesla’s second quarter delivery numbers over the last few days and now Goldman Sachs is sharing its opinion, which seems to be having a strong impact on the market. more…

    [​IMG][​IMG]

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  2. pjfw8

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    This is not a rational analysis. It fails to account for the impact on deliveries caused by the temporary (and now passed) shortage of the 100 kWh pack. It fails to consider the nature of the Model S and X market niche. Please note that the Model S dominates its class. This is not a mass marked EV nor is the X. We should not forget that these analysts have been strikingly wrong in their Tesla predictions since 2012! Goldman Sachs should be ashamed to be sucked into this baseless prediction.
     
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    • ModFather

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      This guy, Tamberrino, is the Yugo of stock analysts, literally!
       
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      • Badback

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        Goldman Sucks just wants to buy some Tesla stock at a bargain price before the stock skyrockets when the Model 3 is delivered.
         
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        • garsh

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          Yep. This might be your last buying opportunity for a while.
           
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          • garsh

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            OK, I talked myself into it - I just bought a few more shares. :)

            With 3 production starting up this week, and the big event scheduled for the end of this month, I just couldn't imagine the stock dropping much further before then, and I assume that it will start to take off as Model 3 production ramps up.
             
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            • Iaeen

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              Finally! A chance to buy back in!
               
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              • Mattstyle

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                The short's last stand! I just bought more myself. TSLA on Sale!!!
                 
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                • Daliman

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                  Teslas valuation to this point has been based more on peoples views of the potential future value of the company. Find a small ICE carmaker that sells 100,000 cars, owns a small chain of gas stations and some oil wells. I think this is what traditional analysts see and can't imagine why anyone would pay even $50 a share for it (not for a second arguing this is correct way to value it).

                  What they don't see is that the largest cosumer product launch of any kind in history, our Model 3, starts July 28. This is announced along with Volvo, Daimler, indeed Europe, China, India all being led into the future economy by the head of this impossible to understand and to value company. To stay sane and try to keep customers they have to attack it cause they can't or won't get it. End rant.
                   
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                  • ModFather

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                    @garsh would you care to share how you purchase your stock - online (which company) or brick and mortar guy behind a desk?
                     
                  • garsh

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                    I have a brokerage account at Vanguard. I just call them and ask them to buy some shares for me at market price, then have them sell just enough of one of my mutual funds to cover the cost.

                    Don't tell my wife though. If she finds out that I bought some more, she'll kill me. The tech bubble burst of 2000 still haunts us. I was buying all sorts of individual stocks back then. :eek:
                     
                  • Daliman

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                    I just read an excellent article by Zach on Cleantecnica. In their classes the Model S dominates. Sales up about 25%. Most vehicles in class down 25-40 %. Model X almost at top of class in shorter time. Sales up 70%, most vehicles in classdown at least 25%. Annecodotaly I saw 5 today had never seen one before 2 months ago. But according to this genius we should sell the stock of the company that is doing this and launching the biggest consumer item of any kind in the history of sales this month, $15 billion reserved. Hate that the shorts will be happy. I am buying and holding.
                     
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                    • ModFather

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                      Me too! Got aboard the TSLA train today.
                       
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                      • Daliman

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                        Lexus sales down 35% in both classes if somebody feels the need to sell something based on facts. Good opportunity to get Tesla cheaper for a while. :rolleyes:
                         
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                        • Akilae

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                          Welcome, it's been a rollercoaster for me so far ^^.
                           
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