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PCRFF

Discussion in 'TSLA Investor Discussions' started by Hogfighter, Aug 22, 2017.

  1. Hogfighter

    Hogfighter Professional Lurker

    Joined:
    Sep 7, 2012
    Messages:
    751
    Location:
    Florida
    Here's my thought of the week. Most of us on the investor forum believe that EVs are certainly the future, and that Tesla stands at the epicenter of that evolution. TSLA has had a great run, however, and most would agree that it is difficult to value as it arguably has no comparable company. So how does one benefit from that evolution, but avoid the valuation problem?

    Tesla is poised for massive growth in EV deliveries, stationary storage and solar tiles. For the foreseeable future, Tesla will rely on Panasonic to make their batteries as well as solar tiles. I would be quite surprised to see Tesla kick Panasonic to the curb like they did MBLY. It's tough to wrap our brains around the S curve that is coming in stationary storage and the 3 ramp.

    Market cap of $31B, p/e of 23 for a company that is poised to see rapid revenue growth over the next few years seems quite reasonable. Thoughts?
     
  2. zmarty

    zmarty Member

    Joined:
    Jun 25, 2017
    Messages:
    51
    Location:
    Kirkland, WA
    Tesla is also using batteries from LG and Samsung (Roadster, utility storage). I am sure they are doing that to keep Panasonic honest and remind them they are just one of multiple potential providers.
     

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