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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
ZachF
Active Member
Tesla made more profit this quarter than it did last year.
If you annualize this quarter's profit, PE is actually ~140.
If you assume 50% growth next year, PE is ~90x next year's profit.
PE of 90x next year with 30-50% CAGR is not expensive.
If you annualize this quarter's profit, PE is actually ~140.
If you assume 50% growth next year, PE is ~90x next year's profit.
PE of 90x next year with 30-50% CAGR is not expensive.
"We believe we remain on track to build our first Model Y vehicles in Berlin and Austin in 2021. The pace of the respective production ramps will be influenced by the successful introduction of many new product and manufacturing technologies, ongoing supply-chain related challenges and regional permitting. To better focus on these factories, and due to the limited availability of battery cells and global supply chain challenges, we have shifted the launch of the Semi truck program to 2022. We are also making progress on the industrialization of Cybertruck, which is currently planned for Austin production subsequent to Model Y"
CNBC is on now and all of the talking heads going negative. They are grasping and trying to use the competition is coming nonsense.
TheTalkingMule
Distributed Energy Enthusiast
Just to recap.....we are right now sitting below the SP just prior to the astounding 1Q P&D announcement. Laughable.
My thought was that MMs and hedgies would be able to contain TSLA through this report until after 3Q numbers. Now I'm thinking today's numbers squeeze us up quite nicely beyond $800 by Labor Day.
A billion in profit at the start of 2 years of ~100% annual growth . Hilarious.
My thought was that MMs and hedgies would be able to contain TSLA through this report until after 3Q numbers. Now I'm thinking today's numbers squeeze us up quite nicely beyond $800 by Labor Day.
A billion in profit at the start of 2 years of ~100% annual growth . Hilarious.
corduroy
Active Member
Elon has engineered a lot of incredible machines, but the most incredible might be his cash printing machine.
Gene Munster on CNBC. A bit sober. Still a few things to prove. They need to continue to grow to get the rewards.
Looking forward toward margins in the mid 30s.
Looking forward toward margins in the mid 30s.
ZachF
Active Member
Just FYI:
The average quarterly profit for Ford and GM for the last 5 years (2016-2020), is $730m and $1.34b respectively. Tesla just made $1.14b in profit this quarter.
The average quarterly profit for Ford and GM for the last 5 years (2016-2020), is $730m and $1.34b respectively. Tesla just made $1.14b in profit this quarter.
In addition, Q3/Q4 might not have any CEO milestones to recognize. That will be a big boost. (Credit: FactChecking / @Truth_Tesla )
"Q2 financials: "This profit level was reached while incurring SBC expense attributable to the 2018 CEO award of $176M in Q2, driven by a new operational milestone becoming probable." Almost all CEO award milestones have been reached."
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The bears, shorts, CNBC, and pretty much anyone not positioned to take advantage of a Tesla rally is praying to the heavens right now that Tesla/Elon doesn't talk about FSD subscription numbers.........If Elon or Zach lets it slip out that the take rate on FSD has increased noticeably due to the subscription model....
I watched and she really looked like deer caught in headlights. She had a hard time even pulling coal out of the Tesla magic hat. Her co-interview person, sorry forgot his name, said he thought future quarters with hopefully shortages working their way out (some comment about maybe with Tesla’s high volume they get preferential treatment on parts/chips) that he could see 900K deliveries by YE. He was pretty pleased compared to Lora.
Heavy short-selling after-hours?
2.75M shares traded as of this writing (within 70mins after ER), but price didn't move even 2.5%.
If it's heavy short-selling, I must say, I love it
.
Been sometime since we had the last round with the shortz, that round was awesome.
I am ready for one more round. If it end's with a split announcement, that's even better, I am totally up for it
@Artful Dodger
2.75M shares traded as of this writing (within 70mins after ER), but price didn't move even 2.5%.
If it's heavy short-selling, I must say, I love it
.Been sometime since we had the last round with the shortz, that round was awesome.
I am ready for one more round. If it end's with a split announcement, that's even better, I am totally up for it
@Artful Dodger
Tim S. has always hated $TSLA, the other dude...(don't know what his name is, nor do i care) just said I drive a Ford Mach-E and never even considered a Tesla....I knew i shouldnt have flipped on CNBS!
So frustrating listening to talking heads being totally clueless that factories dont just popup out of thin air. Hearing them being negative saying things like not able to hit the $25K car. Of course not they dont have a factory yet. Should they simply create a cheap M3 just to show them see we can make a $25K car. That is nonsense. At current prices Tesla simply cant make enough cars to serve the world, so simply shooting for a low price is just ****ing dumb.
Oh and Gene 1st question to ask during call about the name of FSD is dumb as well. Ask about something important. Marketing terms are stupid to discuss. After all the Ford Mach E doesnt hit Mach anything.
Oh and Gene 1st question to ask during call about the name of FSD is dumb as well. Ask about something important. Marketing terms are stupid to discuss. After all the Ford Mach E doesnt hit Mach anything.
pz1975
Active Member
The busted growth story is in GoJo’s pants after he saw this earnings report.
Friendly reminder...stock split does nothing for a stock....essentially you are taking 4 slices of pizza and making it into 8 slices.Heavy short-selling after-hours?
2.75M shares traded as of this writing (within 70mins after ER), but price didn't move even 2.5%.
If it's heavy short-selling, I must say, I love it
Been sometime since we had the last round with the shortz, that round was awesome.
I am ready for one more round. If it end's with a split announcement, that's even better, I am totally up for it
@Artful Dodger
Paracelsus
Active Member
Totally agree................ Any bets that Fred's article claiming near-term production was a set-up to help create the only possible negative narrative in this report........and a narrative that would not have been negative at all if Fred hadn't published a completely false article claiming the Semi was right around the corner? Thanks Fred. Hope you are enjoying a big crow dinner with Gordy and Lora this evening
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