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EddScott said:
With the EV vehicle talk, I've slipped a little bit into NIO

Still holding AA, AML, EZJ, IAG, MAR, CINE, TUI, FWONA, SDRY, GAW to name a few. RR, RDSA, MTRO, CARD are kicking my behind at the moment.

Not sure about staying in AA. However, I'm not trading in and out, these are mostly LTH.

Guy I work with has just put a tad under 50% of his available (i.e. entire) funds into TSLA. Brave man.
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That is very very brave.
I haven't got the balls for it.

Its a bit of a lottery now. The valuation could be well under where it will be in a few years. But wouldn't take much to derail.

For once my ezj and av are not in the red. I really don't get why ezj are green today. I'd like a dip into the 580 range to top up really.

Tesla down to 380. That's a hefty loss for those who got in at near 500 (post split)
Its totally bitcoin territory.

Talking of which. I'm also tempted to come out of that as, again, it's a total lottery.

1000gbp 10000 gbp. Both are equally likely as there's no real use for it
 
Russinating said:
It find it interesting that Tesla is still considered overvalued by many at 379bn whilst Apple is valued at over 2tn.
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I think they're both overvalued (maybe overbought is the better term), but the difference is, Apple has been the world's largest money printing machine for the last 10 years and there's no sign of slowing down and they've had a tremendous year, showing incredible resilience to adverse economic and geopolitical conditions and we're expecting a holiday season packed with new products in every category, including 5G smartphone upgrade cycle.

Tesla, well, is more of a promise of things to come.
 
Russinating said:
It find it interesting that Tesla is still considered overvalued by many at 379bn whilst Apple is valued at over 2tn.
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Apple has earned that valuation. They also knock out pretty big numbers, consistently. Tesla contains a lot of "what if's", expectations of what 'might' happen. That's fine to a point but you cannot price in near certainty. The P/E ratio of Apple is only something like 30 or 40, vs 1200 for Tesla the last time I looked. Growth potential for sure but price can get too far ahead of itself.
At some point my guess is Tesla will stabilise at a level and then will have to earn it's valuation.
 
All valuations and share prices are based on things to come (albeit with a weight of current and historical performance). Given Tesla's product price, technology (hardware and software), data, brand recognition, infrastructure land-grab/monopoly, and future climate re: government-incentivised purchasing etc... plus other factors, well, yeah. I don't think anyone would be surprised if in a decade or so Tesla overtook Apple.
 
But are you assuming the likes of Toyota never pull off EV and cannot catch up? What if Apple took on EV, would people prefer the Apple branding? Things can change easily.

And would anyone be surprised if competitors end up doing EV better and Tesla went under? I'm not saying it will (and I hold some too), but you have to be open to all possibilities if looking ahead 10+ years. IMO Tesla has great branding and the software side is great too but right now it's still mostly a car company - it has to sell cars and that's where the profit is made. If Elon died tomorrow however, Tesla, at least it's potential would probably die too as Elon is part of that branding and the main reason for its success IMO.
One problem with the price at the moment is a lot of the investors are clueless. For example, some even think owning Tesla stock means they profit from everything Elon does for example. It's all about Elon. However, in fairness, the whole tech sector is toppy right now, whether it's a correction or end of the bull run is yet to be seen.

Tesla has good long term potential and definitely is an interesting company to watch. At right price I'd probably buy more too and just hold.
 
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Or that Elon won't burn it all to the ground in order to live up to his iron man / saviour / god complex...

Honestly, great respect for him up until recently when he became a parody of himself. Yeah, who am I, just some nobody on a forum and he's the world's 3rd richest man, but he's also a ridiculous man. The baby name, the Twitter behaviour, the comments about covid, the calling a person a paedophile, the 'taking Tesla private'...

People who bought at the top will be in real pain right now; hard to keep the faith, all said and done. Or maybe it's the buying opportunity of a lifetime...
 
Tesla getting hammered now. I don’t hold any, thought it was to hypey for me.

Iv held Wizzair for a few months and TUI for 6 weeks (since that first overnight quarantine list add fiasco). Up on both but with the quarantine rules changing daily, rising c19 cases all over Europe including the uk and furlough coming to an end I can’t see how these can keep going. Expect falls very soon, can’t see why they haven’t already. I may sell both. Any thoughts folks?

The only thing I can think of that would help wizz and TUI short term is the introduction of airport testing and/or localised quarantine list rather than whole countries. But so far the gov have said no to both.

My JDW has recovered recently, can’t really see why as hospitality is heading towards a cliff. Pubs COULD be closed if schools lead to further outbreaks. The product is good, cheap beer and food, but I can’t see how the Buisness can perform well in the near term.

Getting hammered on Greggs. Brought with my heart, not my head. Again, love the product, cheap fast food. And warm food is a win in winter. BUT the majority of their stores are in towns and cities. Retail footfall is dying and no one is rushing back to the offices.
 
I like Spotify. Though I do feel iv missed the boat. It’s 5% down yesterday so I can buy tomorrow at a ‘discount’ assuming it doesn’t shoot up first thing in the morning. Which it will due to today’s leak about them adding extra features.

Disney + is doing well and it’s a house hold brand but I can’t see how Disney can be worth nearly as much as they were pre covid with parks closed/quiet and retail sales down.
 
Yucca said:
I like Spotify. Though I do feel iv missed the boat. It’s 5% down yesterday so I can buy tomorrow at a ‘discount’ assuming it doesn’t shoot up first thing in the morning. Which it will due to today’s leak about them adding extra features.

Disney + is doing well and it’s a house hold brand but I can’t see how Disney can be worth nearly as much as they were pre covid with parks closed/quiet and retail sales down.
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Got a link to the extra features (Spotify), anything i google comes up with articles from years ago.
 
Tesla is vulnerable

There are a lot of people buying other eV models
The new vw i3 (I think) is very attractively priced.
Unfortunately I still don't think my next car will be EV it's just not economically and practically a good idea at the moment

Disney id say is an interesting one. I don't think they produce enough content yet to sustain a Netflix model on thier own

But kids love watching the same thing over and over

Not much stands out at the moment. And covid is on its second wave


A lot of big tech is still dependent on jobs. Seen tesla is taking a battering. How low can it go?
 
Yucca said:
Iv held Wizzair for a few months and TUI for 6 weeks (since that first overnight quarantine list add fiasco). Up on both but with the quarantine rules changing daily, rising c19 cases all over Europe including the uk and furlough coming to an end I can’t see how these can keep going. Expect falls very soon, can’t see why they haven’t already. I may sell both. Any thoughts folks?
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Got stopped out on my most recent WIZZ holding, made nothing but did clear 20% or so on the last position I had.

Looking at a re-entry at some point for sure but share the same sentiment that they’re vulnerable to being dumped heavily again, perhaps even more so than last time.

So sitting out for the time being.
 
BennyC said:
Got stopped out on my most recent WIZZ holding, made nothing but did clear 20% or so on the last position I had.

Looking at a re-entry at some point for sure but share the same sentiment that they’re vulnerable to being dumped heavily again, perhaps even more so than last time.

So sitting out for the time being.
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Also in same boat
 
413x said:
A lot of big tech is still dependent on jobs. Seen tesla is taking a battering. How low can it go?
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$75, easy. Just kidding, but that is one of my targets. I see it as low probability but possible? certainly. Targets I have in mind atm are around $200, $150 and $75. Not just random numbers, $75 comes from market psychology and understanding the main participants. Realistically I'd be a bit surprised if it fell below $180
Not just bearish though as also have a $750 target but that's looking less likely atm.
 
Russinating said:
All valuations and share prices are based on things to come (albeit with a weight of current and historical performance). Given Tesla's product price, technology (hardware and software), data, brand recognition, infrastructure land-grab/monopoly, and future climate re: government-incentivised purchasing etc... plus other factors, well, yeah. I don't think anyone would be surprised if in a decade or so Tesla overtook Apple.
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Can't see it happen. There just isn't a market for Tesla to make profits in the scale that Apple does, and the margins in every industry that Tesla hopes to make a profit of (car, energy, energy infrastructure) is very low.
 
HACO said:
Can't see it happen. There just isn't a market for Tesla to make profits in the scale that Apple does.
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It would need everyone to want its battery tech. Then, the value would explode. But that would take a monumental step in actual battery technology
 
DarrenM343 said:
$75, easy. Just kidding, but that is one of my targets. I see it as low probability but possible? certainly. Targets I have in mind atm are around $200, $150 and $75. Not just random numbers, $75 comes from market psychology and understanding the main participants. Realistically I'd be a bit surprised if it fell below $180
Not just bearish though as also have a $750 target but that's looking less likely atm.
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75? No way surely?
Id be surprised at 200.i think too many people want in for it to go to even 200. But you never know.
 
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