One of the items that analysts frequently cite in regards to TSLA is that the price can't be justified by today's production. And I don't think any of us really disagree. The valuation of TSLA isn't for what they are doing right now, it's for what they are doing in the future. The risk of course here is that it's hard for a stock to go "up" if you're already factoring in quite a bit of the future, and even more so, it means any slight miss causes a huge fall, even if the company is doing really well.
So I guess my question is, where do you think the price is now? Are we priced to include Model X? Gigafactory? Model III? Vehicles even beyond that? Grid storage?
How much are we already priced in to TSLA? and just what do they need to be able to do to be worth an even higher valuation?
(Disclosure, I believe strongly in Tesla, and I'm long TSLA)
So I guess my question is, where do you think the price is now? Are we priced to include Model X? Gigafactory? Model III? Vehicles even beyond that? Grid storage?
How much are we already priced in to TSLA? and just what do they need to be able to do to be worth an even higher valuation?
(Disclosure, I believe strongly in Tesla, and I'm long TSLA)