- Timing In an unknown area Now that it seemed that he had threw an aura. They find themselves in the dark about the arrows ’look, with Morgan Stanley Customer tells that the price can easily decrease to $ 800 in the coming months as it can decrease to $ 200.
Late last month, Simon Hill fell into the hot water with his compliance section at Wellington altur prive Wealth. Due to the acute gathering in Tesla, his property of EV GIANT has become of great value for the portfolio run by the Montreal institutional investor, and needs to be trimmed to diversify the risks.
“There is no longer a problem,” Hill Bloomley told his colleagues from investors during an online discussion last week. The arrow, which was beaten in the past two weeks, has just fell by another 15 % in one session, and the dissolution of the wallet manager had to raise his finger.
CEO Elon Musk’s attempt to repeat Argentine President Javier Millie to cut Government spending With one of the leaflets, a wave of screaming throughout the United States, as well as his certain embrace of the extreme right in Germany, sparked AFD party.
MUSK is trying now pool The morale of its forces. But the violent reaction was very fierce It is unclear whether the stocks can regain the halo of the violations that he obtained for the first time after the gathering of the strategy in 2020, when the CEO can silence quickly Suspicion with The bold prediction or two.
This has led to a decrease in sales, violent protests, simple sabotage and even deliberate burning.
In this process, Tesla now decreased by 9 % of the election day, when it initially launched an angry gathering to touch the highest level in mid -December, and 46 % amazing since Trump took office.
Musk fans spend regularly on x A platform to share information about all things Tesla, but recently the PeP conversations appear like group therapy sessions where young stock owners confirm the reason they are right to buy more stocks at prices Directors of the Board of DirectorsIncluding a president Robin DunholmI have already sold a collective 100 million dollars newly.
Then Hill dropped the mutation to listen to others: Jewish investors They pressed him to sell Tesla shares.
“They really did not like what happened in terms of salutations,” he said. “I hear this again and again from wealthy customers and customers in Europe – that Elon is AFD support“
“Tesla Chame” means this time, and the recession looks different
Somehow, all this seems familiar, as Tesla investors have been here before.
After the Twitter acquisition in October 2022, when fears continued, musk may cover losses in the social media by liquidating Tesla shares, the price decreased to $ 100 per share.
A second significant decrease occurred at this time only last year, after it became Completely Tesla was, in fact, a growth stock was Stop.
However, every time the musk can calm the mass nerves and place a floor under the price.
First, he promised that Tesla shares were sold until 2024 (he pledged Retain), Later it is The acceleration of the timeline To launch the new entry level form to meet the investor requirements (there is the jury body It is still outside).
Now, there are a lot of continuous fears, not to mention an increasing feeling of “Tesla shameBetween the owners, there is no easy silver bullet solution.
“While concerns about the brand Tesla brand have been in the minds of investors over the past three years, this time you feel different,” said Emmanuel Rosner of Wolf, customer profit.
Tesla drivers fear that their cars are left without observation
Tesla is no longer Nimbos from the violator that you gained during the madness of the epidemic when everything was a magic musk.
at that timeHe even managed to avoid skill The semi -conductors are a crisis Those large parts of the auto industry stop. But now, musk same It is the source of the crisis.
Before taking Hale Mike directly to collapse in the stocks, the owner of Tesla and investor Herbert Ong admitted at the same forum on the Internet, which was many of his friends in the northwest of the Pacific now nowHe hesitated to see him in their car.
“Some of them said,” I will not choose the leadership of Cberrerock in the center of Seattle City anymore at the present time. “Ong admitted that they are afraid,” Aung admitted.
The company did not respond to a request from luck To comment.
But it is difficult to see how new buyers can be convinced to reach the Tesla wheel as long as the current drivers do not want to leave their parked car without observation. Fear of revenge.
Tesla shares may be cheap if you reduce them until 2030
The bulls are now in a total loss regarding the place where the arrow is heading.
Morgan analyst Stanley Adam Jonas literally told a research note that although it could rise to $ 800 in the next 12 months, it can easily drown to $ 200.
Instead, the best way to think about Tesla is miniaturization. If you look at it on a long time schedule enough, it is cheap, with an estimated value of only 19 times from the profits of 2030, Jonas insists.
However, the analyst on the sale side needed to give his customers at least some some disclosure of how he traded in the meantime, so he covered his bets.
“We expect the main engines of the share will continue to include a wide range of powers ranging from trade, kidney, geopolitical, technology, strategy and specific management.” In other words, everything less than the gravity of the earth can move the price.
Emmanuel Rosner from Wolf has argued that he could not be sure of the direction in the coming weeks as well – not because of the presence of many factors that are in stocks, but rather the exact opposite: “At this stage, the company is in the midst of the stimulus vacuum.”
“I don’t think it is great to alienate half of the population.”
Meanwhile, even the largest Musk fans take an amount of money from the table.
Asset Director Ron Baron continues to believe in business care, but he was also forced to sell Tesla last month at the request of his direct customers.
Now, there are only about two -thirds of the shares that he originally held, which he bought a decade ago with an average of $ 11 to 12 dollars.
“Everyone should deal with some customers,” Ron Baron told CNBC.
While blaming the decrease in sales to close the recent production, he allowed himself to want to be “less clear” in the controversy.
Between praise, in a letter to the CEO: “I don’t think it is great to alienate half of the population.”
This story was originally shown on Fortune.com
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