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New issue. I think the hedges purchase an equivalent amount of stock back from the market, however.So, the over 360 that get paid out in stock - are they new issues or purchased in the market ?
Good Vid on Pending EV Disruption.
I actually prefer regulation to taxes. "Market based" solutions don't work, when it comes to environment.
I believe the VW CEO Diess urgently needs to talk to Jessie & Zach or better to Ross Tessian.
VW announced today they will develop their last ICE platform in 2026 and Ross Tessian analysis shows that the last ICE will be sold in 2026.
Hm, if thats true than I ask myself what VW intends to do with all the brand new ICE cars they are producing with brand new technology.
If Ross is wrong its just a failed analysis but if VW is wrong ....
VW announced today they will develop their last ICE platform in 2026 and Ross Tessian analysis shows that the last ICE will be sold in 2026.
More like 2024The idea that everyone will prefer EV by 2026 is ridiculous.
I don't get why these would be new issues from Tesla. The hedge is roughly a call option that Tesla bought already. Payoff from that option will cover the excess stock price above $360 paid in shares or cash. Tesla is not on the hook to make this payment, only the option writer is.New issue. I think the hedges purchase an equivalent amount of stock back from the market, however.
Nice to see the Tesla Semi delivering the power boxes.Some options:
Sails Smart Green Shipping Alliance partners with Drax and Ultrabulk to cut shipping supply chain emissions - Drax
Fully electric inland shipping
Could have been written yesterday almost.2015 Revenue: $5.4 billion (this is not including any ZEV credits, etc)
Gross Margin: $1.62 billion (assuming 30% since the Elon Musk ceo incentive plan calls for 4 consecutive quarters of 30% gross margin and this needs to be reached prior to Gen III to have a realistic shot at it)
Net Profit: $810 million (assuming half of gross margin. Even if this number is lower than 1/2 gross margin because of large genIII capex expenses amortized, then that's fine because it will just raise the P/E investors will give because GenIII is imminent.)
So, in 2015, what kind of P/E multiple will investors give considering the company is growing very fast (probably $2b in 2013, $3.4b in 2014, $5.4b in 2015). I'd say investors will give at least a 50 P/E, and I think that's very conservative. With GenIII imminent I could see investors give a 100 P/E or more at that time. But let's take the more conservative 50 P/E for now.
2015 Market cap: $40.5 billion (50 P/E X $810m 2015 profit)
So now we need to apply a discount because we're purchasing TSLA stock today and there's some uncertainty in reaching those 2015 numbers and we need a decent investment return. So, let's apply a 40% discount (now this is arbitrary and really depends on how bullish you are on the stock). But I'll say 40% discount because Gen III is still looming in 2015 and provides a huge upside if successful.
Presently justified market cap: $24.3 billion ($40.5 billion 2015 market cap - 40% discount)
In terms of stock price, that's approximately $200/share (almost 120m outstanding x 200/share = $24 billion).
So, with TSLA at $155 right now, I think there could be a case that it's still undervalued (this is my current investment hypothesis, and the reason why I'm not selling anything right now).