- Tesla is located on an uncharted territory Now that he seems to be shedding his aura invincibility. Panthers were in the dark about the worldview of the stock, with Morgan Stanley Talking to customers the price is just as easily up to $ 800 in the coming months, as in the amount of up to $ 200.
At the end of last month, Simon Heyle landed in hot water with its fulfillment requirements in Velington Altus Private Wealth. Due to a sharp stock in Tesla, its possession of the Giant EV has become too valuable compared to the portfolio, which is managed by an institutional investor based in Montreal and to diversify risk diversification.
“This is no longer a problem,” Hayle told his colleagues -investors during the internet disk last week. The stock, beaten over the last two weeks, just plunged into another 15% for one session, deciding its differences, without the fact that the portfolio manager never lifted his finger.
Attempted CEO Elon Musk to repeat President Argentina Javier Milei to sharply Government With a chainsaw caused a wave of protest on the US AFD -evening.
Mus is now trying collection Morality of his troops. But the reverse reaction was so rigid that It is unclear whether the stock may doubt C of A bold prediction or two.
This led to a decrease in sales, fierce protests, small vandalism and even a simple arson.
In this process, Tesla is now declining by 9% of the election day when it started an angry share in mid -December to touch the maximum over the whole time, and a staggering 46% after Trump took over.
Musk lovers regularly convene it X Platform for sharing information about all things Tesla, but recently these PEP talks are more like group therapy, where small shareholders claim why they are right to buy more stocks where, where, where, where, where Directors of the SovietsIncluding Chairman Robin Denholmhave already sold the team 100 million dollars Recently.
Then Hayle threw the boom on others, listening: Jewish investors They put pressure on it to sell your Tesla shares.
“They really didn’t like what happened in terms of salute,” he agreed. “I hear it again and again from wealthy customers and customers in Europe – this is Elon Support AFD“
“Tesla Shame” means that time feels different
In a sense, everything feels familiar because Tesla’s investors were here before.
After the acquisition of Twitter in October 2022, when the fears remained Musk, they can cover the losses in the social media company, eliminating Tesla shares, the cost decreased to $ 100 per share.
The second hefty drop occurred only this time last year after became fully clear that tesla was actually a height that had stopped growing.
But every time Musk could calm the collective nerves and put the floor under the price.
At first he promised that he finished selling shares tesla by 2024 (the key he is he hold) As long as he is accelerated the schedule To launch a new entry -level model to meet investors’ requirements (there the jury is still goes out).
Now there are so many sustainable problems, let alone an increasing feeling “Tesla shame“Among the owners that there is no simple solution of the silver bullet.
“While the Tesla brand’s worries have been in the mind of investors in the last three years, this time it feels different,” said Emmanuel Rosner of Wolfe Research.
Tesla drivers are afraid to leave their cars unattended
Tesla no longer has this nickname the incorrectness he acquired during the admiration of the pandemic era when everything Music did was magic.
At the timeHe even managed to be skilled semiconductor crisis That earthly most of the automotive industry stopped. But now, Musk yourself is the source of the crisis.
Before Hayle took a jersey to remodeling the stock, Tesla owner and investor Herbert Ong confessed on the same online forum that many of his friends in the northwest were now the Pacifichesitant to see them in their cars.
“Some of them said,” I will not yet manage my cybercus in Seattle. “They are afraid,” Ong admitted.
The company did not respond to the request from Wealth For comment.
But it’s hard to understand how it can convince new buyers to go behind the Tesla’s wheel until the current drivers want to leave their parked car unattended Fear of repression.
Tesla shares can be cheap if you increase the scale by 2030
Now the bulls are in full loss as to where the stock is heading.
Morgan Stanley Analyst Adam Jonas literally told clients in a research note last week that although he may fly up to $ 800 over the next 12 months, it can just as easily immerse up to $ 200.
Instead, the best way to think about Tesla is an increase in scale. If you look at it for a long enough time, it’s cheap, and the stock only predicted the 2030 profit, Jonas insisted.
However, analysts on the side of the sale should be given to their customers at least some time he should trade, so he covered his rates.
“We expect that key stock drivers will still include a wide amount of forces, ranging from commercial, macro, geopolitical, technological, strategic and managerial specific ones,” he wrote. In other words, everything that lacks the gravitational craving of the earth can transfer the price.
Emmanuel Rosner Wolfe claimed that he could not be sure in the coming weeks – not because there were too many factors that tugged on the stock, but rather, “At that moment, the company is in the midst of a vacuum.”
“I don’t think it’s a great thing to feel half the population”
At the same time, even the biggest fans of Musk take a certain amount of money at the table.
Ron Baron’s asset leader continues to believe in the entrepreneur, but he was also forced to sell Tesla last month on his customers direct.
Now his company has only two -thirds of the stocks he was originally bought ten years ago on average from $ 11 to $ 12.
“Everyone should deal with a specific client,” said Ron Baron CNBC, adding not selling any of his personal possessions quickly.
While he accused of reducing sales at a recent cessation of production, he allowed himself a desire for Musk to be “slightly less prominent” against the background of disputes.
Between the praise, he made his way to the message to the CEO: “I don’t think it’s a great thing to feel half the population.”
Originally this story was presented on Fortune.com
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2025-03-22 21:00:00
Christiaan Hetzner
