Re:Everyone Despises SolarCity Deal, Except Tesla Shareholders
by semi-extrinsic on Thursday August 04, 2016 @04:48PM
(#12228362)
Tesla is currently valued higher than Subaru, Fiat Chrysler and Mazda; all successful car companies selling much more cars. With the exception of Volvo and Toyota, whose value includes much more than just the car companies (like heavy industry manufacturing, commercial vehicles, Toyote even owns 0.27% of Tesla), only a ~2x increase in valuation is realistic. If they become one of the biggest car companies in the world.
Re:Everyone Despises SolarCity Deal, Except Tesla Shareholders
by erikpukinskis on Friday August 05, 2016 @03:17AM
(#12230581)
They're not just a car company, they're a battery company who happens to make cars.
This may be true over very short time horizons. But if Tesla survives 50-100 years, is it not realistic to think it could be valued at 5x - 10x current? That would be a 400% upside, versus 100% downside. I say this as a habitual short seller.(haven't traded TSLA)