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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
We all pretty much knew how this was gonna play out....big boys accumulate, accumulate...shake out the weak hands, scare off the speculators and then when one has enough...hey, let's upgrade the stock to a buy with a high PT so that we make a killing and look like genuises! 
Hey. Casinos usually give out free drinks right? Send the server over if you see one.
TheTalkingMule
Distributed Energy Enthusiast
I knew it was a mistake to let today go by without buying one call option. Was almost sure we'd make it to Friday morning flat/down. Oh well.
Goldman Sachs raises their price target from $455 to $780, upgrade to Buy.
Edit:
Continued...
We believe that the Energy and full self driving (FSD) software businesses could be more valuable than we previously thought. The Energy business should also benefit from the regulatory shift toward carbon reduction and clean energy, and solar market valuations have similarly accelerated. In addition, our FSD valuation analysis could be toward the higher end or above our prior expectation as the larger auto sales opportunity should lead to a bigger installed base of cars for Tesla to sell software for.
Edit:
Continued...
We believe that the Energy and full self driving (FSD) software businesses could be more valuable than we previously thought. The Energy business should also benefit from the regulatory shift toward carbon reduction and clean energy, and solar market valuations have similarly accelerated. In addition, our FSD valuation analysis could be toward the higher end or above our prior expectation as the larger auto sales opportunity should lead to a bigger installed base of cars for Tesla to sell software for.
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Elon : "money doesn't grow on trees, so be smart and look for ways to cut costs"
Interpretation 1 : "OMG, they are going to lose money. Bankwupt!"
Interpretation 2 : "Smart. Focus on cost cutting to lower prices and increase margins."
Interpretation 1 : "OMG, they are going to lose money. Bankwupt!"
Interpretation 2 : "Smart. Focus on cost cutting to lower prices and increase margins."
corduroy
Active Member
This after hours move is going to help me sleep better tonight. I'm not cut out to hold short term calls.
Translation: We bought several chairs this week at an avg. of $540
Interpretation 3: "Elon is saying $TSLA SP is too high......"
Thank you so much for sharing; I am really interested in the last bolded line on FSD which is cut off. Are they attaching any valuation to FSD / energy?
Mo City
Active Member
Can we conclude GS isn't part of the anti-Tesla cabal.
I think GS is still a little slow with the timeline, but even they admitted the 20 Million production per year is possible in that article. Is this the first big player to agree that the 20 M might happen?
Interpretation 99: We foresee some investment banking business from Tesla and want to be included in the fees
Wow the timing of this is not suspect at all, just an honest analyst doing his work
I guess the bidding war has officially started.
Actually, a nice writeup. Still pretty conservative, though.
Of course! Goldman Sachs didn't add their full model to the note so I am not 100% sure if FSD and Energy is being included in the valuation. Their estimates they reference only go out to FY2022 so I'm going to assume no. What they did include in the note was their analysis on the potential opportunity for FSD and energy.
The full paragraph that gets cut off states:
We believe that the Energy and full self driving (FSD) software businesses could be more valuable than we previously thought. The Energy business should also benefit from the regulatory shift toward carbon reduction and clean energy, and solar market valuations have similarly accelerated. In addition, our FSD valuation analysis could be toward the higher end or above our prior expectation as the larger auto sales opportunity should lead to a bigger installed base of cars for Tesla to sell software for.
Edit: I found this paragraph.
We are raising our price targets for the auto exposed companies in our coverage to reflect our more positive view of the EV market, higher market multiples, and upside risk to our estimates given the recent strength in global auto sales. Our estimates are unchanged.
Upgrade translation: “Hey, Tesla! How about a cap raise? We can help you with that for a small fee.
On the ToS desktop app you would go to the trade tab and one of the drop down sections is listed as (I think) option trades. Expand that and you'll see real time option trades along with the two largest trades for the day (as a default). Somewhere along the far right there is a settings button you can press and expand the largest trades to up to ten of the largest trades.Can you please explain how one sees level 2 option trades on thinkorswim desktop? I looked and could not figure it out.....
Im sure that's clear as mud and I'm away from a computer still, but if you need further shoot me a message and I'll try to help you without clogging the main thread
jkirkwood001
Active Member
Yeah, and considering the fund managers / robots have to sell an equivalent total of shares of 499 other companies, thereby depressing the rest of the index, no? So as a total index, wouldn't the impact of inflating TSLA be a wash? i.e. TSLA SP goes up 20% based on demand, and all other SPs go down 0.1% x 499 (or whatever's the correct proportions - someone will correct me on the % of the index Tesla will assume, I could check Rob's video...)
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