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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
asburgers
Sell order in at $8008.5
Xiaomi is getting into EVs. They should probably partner with Tesla as well.
SunCatcher
Member
Imagine what an awesome piece of free lawn art you'd have, providing it landed on the lawn.
woodisgood
Optimustic Pessimist
Look at green energy stocks.
Examples: ENPH, SPWR, BLNK, BE, NIO, RUN, SEDG, PLUG, TAN, ACES
asburgers
Sell order in at $8008.5
I simply want to own a beach inflatables rental business for people who want to witness launches from the beach. Maybe a rotisserie chicken stand. People love rotisserie chicken.From there you can see off the retirees headed for Mars.
Auntie Cathie going to squeeze some shorts? I’m wearing my Ark Invest polo shirt today.
Mike Smith
Active Member
Well, they really did it. This is our biggest competition. Voltswagen.
www.reuters.com
Volkswagen pulls name-change stunt after it backfires on social media
WASHINGTON (Reuters) -Volkswagen AG's U.S. unit apologized on Wednesday after a false statement it issued about a name change was widely slammed on social media.
www.reuters.com
Wait so this stock reversal is just front running cathie? That's kind of bs.
mejojo
Active Member
woodisgood
Optimustic Pessimist
I really thought this was going to be an April Fool’s joke. Joke’s on me I guess.Well, they really did it. This is our biggest competition. Voltswagen.
Volkswagen pulls name-change stunt after it backfires on social media
WASHINGTON (Reuters) -Volkswagen AG's U.S. unit apologized on Wednesday after a false statement it issued about a name change was widely slammed on social media.
dhanson865
Well-Known Member
TIL what free riding is in stock terms. As a buy and hold type I don't think I have to worry about this rule.
Damn that was my idea before I became a teslaair with dreams of island/mountain domination.
Beach umbrella and chair rentals for the beach.
Done by 10am...drinking beer at noon on Tuesday.
asburgers
Sell order in at $8008.5
SMD Capital's (https://twitter.com/smdcapital?s=20) Robotaxi Analysis: Tesla - Robotaxi Outlook 2021.pdf
TL;DR:
- Robotaxis increase EV utilization rate from 1% (no robo taxis) to 4.9%
- TAM (US) = 2-4T miles per year; (Global) = 10T miles per year
- 500K US Robo Taxis = 1.4% US TAM penetration
Implied Valuation
- Consumer Owned: Implied EBITDA = $8.1K per taxi (90% EBITDA margin)
- Tesla Owned: Implied EBITDA = $45.3K per tax (60%)
- Difference is due to total deployment hours and take rates
- Tesla owned is less profitable on a % basis but more profitable on an absolute value basis
- (ed note: I'm not sure I am reconciling the wide margin disparity and the high margin)
Income Statement
- Opex per mile = $0.25
- Operating Profit per mile = $0.95
- 5K fleet size nets $23.9MM operating profit
- (ed note: feels aggressive)
Other stuff
- State regulations are not a bottleneck
- Predicts human operated robo taxi in 2H 2021
It feels VERY aggressive.
TL;DR:
- Robotaxis increase EV utilization rate from 1% (no robo taxis) to 4.9%
- TAM (US) = 2-4T miles per year; (Global) = 10T miles per year
- 500K US Robo Taxis = 1.4% US TAM penetration
Implied Valuation
- Consumer Owned: Implied EBITDA = $8.1K per taxi (90% EBITDA margin)
- Tesla Owned: Implied EBITDA = $45.3K per tax (60%)
- Difference is due to total deployment hours and take rates
- Tesla owned is less profitable on a % basis but more profitable on an absolute value basis
- (ed note: I'm not sure I am reconciling the wide margin disparity and the high margin)
Income Statement
- Opex per mile = $0.25
- Operating Profit per mile = $0.95
- 5K fleet size nets $23.9MM operating profit
- (ed note: feels aggressive)
Other stuff
- State regulations are not a bottleneck
- Predicts human operated robo taxi in 2H 2021
It feels VERY aggressive.
Last edited:
asburgers
Sell order in at $8008.5
I just want to hang out with the dog in your avatar. Everyone else is optional.
I should note that the stock has rebounded materially 2 out of 2 times that I have hit peak despair (ie. curled up in a fetal position sucking my thumb while listening to Justin Bieber). I am my own best indicator.
asburgers
Sell order in at $8008.5
How does one perform combustion with salmon? I plan to use random debris from the crash site.
And I’m going to an oncologist for - yes, I am serious; this is not a bad joke at the expense of the female members of this forum - breast cancer. So, while yours is a gruesome story, can we PLEASE end all these medico-correlation anecdotes? Otherwise, a Moderator WILL be stepping in and extracting same without anesthesia.
I did it!!!!!
Bought 1 share at 625 and have completed my Total Share Count Goal(TSCG)!!!
I have owned stock in Tesla & Solar City and always wanted to get my portfolio to such a GLORIOUSLY round, plump, juicy number. Split helped!
Im hoping for good Q1 numbers more than anything. If for any reason Q1 numbers come in low, I hope that the Biden announcement tmrw will get the stock up to a comfortable level where we have a little cushion if it starts to fall.
Either way the growth rate for Q1 YoY is going to be impressive.
Love you all, couldn’t have done this without you guys/girls/cats.
I was a long time reader......and I wanted to know if the stories were true......., glad I signed on and got to know some of you guys through the forum. Thanks Mods.
Go Tesla Go!!!!......... (And DOGE LOL)
Bought 1 share at 625 and have completed my Total Share Count Goal(TSCG)!!!
I have owned stock in Tesla & Solar City and always wanted to get my portfolio to such a GLORIOUSLY round, plump, juicy number. Split helped!
Im hoping for good Q1 numbers more than anything. If for any reason Q1 numbers come in low, I hope that the Biden announcement tmrw will get the stock up to a comfortable level where we have a little cushion if it starts to fall.
Either way the growth rate for Q1 YoY is going to be impressive.
Love you all, couldn’t have done this without you guys/girls/cats.
I was a long time reader......and I wanted to know if the stories were true......., glad I signed on and got to know some of you guys through the forum. Thanks Mods.
Go Tesla Go!!!!......... (And DOGE LOL)
Our thoughts are with you. I definitely get a sense of family and connection at TMC. We disagree on some things, as all families do, but I’m sure we all agree that what’s most important in life; is life itself.
I’m sure many of us will be sending you positive thoughts. Be well.
Voltswagen.....no longer for the people.Voltswagen™. I'm dying here. This some high level comedy. I had to check to make sure that March still has 31 days and that it's not April 1st yet in some time zone.
Update: Voltswagen's US name change was just a marketing stunt
VW said its future electric vehicles would wear a “Voltswagen” badge and a new take on the company logo.www.motorauthority.com
Well, it's clear EVs are the future. Now what we've been speculating about for the last 10 years in finally occuring: The legacy car makers are rebranding themselves as EV makers, or making subsidiaries/spin-offs that are pure EV makers (Volvo - Polestar, for example).
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