Approx 40k production in China for April. My guess is 220k+ deliveries for this quarter. What do numbers look like?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
For context, I expect:
Full Year 2021 ~$4 Billion Net income (~350% growth over 2020)
Full Year 2022 ~$12 Billion Net Income (200% growth over 2021)
Full Year 2023 ~$20 Billion Net Income (66% growth over 2022)
So if you look at 2023, a 50-100x PE multiple equates to a $1 Trillion - $2 Trillion market cap.
Kelvin Yang link to China April sales (I don’t seem to be able to translate).
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Artful Dodger
"Neko no me"
Well, you could read what I wrote here at TMC on Aug 30, 2018 when asked a similar question:
"Its cheap. Anytime a stock is below its 200 day moving average that stock is cheap. But also for TSLA, it's far below its "intrinsic value", which is the PV of projected 5 years of cash flow."
Investing hasn't changed in 3 years. The only thing that's different now is that Tesla's fundamentals are far, far better. As good as we could dream of 3 years ago, in the thick of prod. he11.
Cheers!
‘Exceptional new normal’: IEA raises growth forecast for wind and solar by another 25% - Carbon Brief
The International Energy Agency (IEA) has raised its forecast for the global growth of wind...
www.carbonbrief.org
The International Energy Agency (IEA) has raised its forecast for the global growth of wind and solar by another 25% compared to figures it published just six months ago.
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Overall, the IEA says that renewables accounted for 90% of new electricity generating capacity added globally last year and that they will meet the same share in each of the next two years.
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Wind and solar are now expected to surpass even the “accelerated case” outlined by the agency in November 2020 …, in which they matched global gas capacity by 2022.
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EXCLUSIVE Tesla puts brake on Shanghai land buy as U.S.-China tensions weigh - sources
U.S. electric car maker Tesla Inc (TSLA.O) has halted plans to buy land to expand its Shanghai plant and make it a global export hub, people familiar with the matter said, due to uncertainty created by U.S.-China tensions.
www.reuters.com
"Tesla had earlier considered expanding exports of its China-made entry-level Model 3 to more markets, including the United States, sources told Reuters, a plan that had not previously been reported."
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U.S. electric car maker Tesla Inc has halted plans to buy land to expand its Shanghai plant and make it a global export hub, people familiar with the matter said, due to uncertainty created by U.S.-China tensions.EXCLUSIVE Tesla puts brake on Shanghai land buy as U.S.-China tensions weigh - sources
U.S. electric car maker Tesla Inc (TSLA.O) has halted plans to buy land to expand its Shanghai plant and make it a global export hub, people familiar with the matter said, due to uncertainty created by U.S.-China tensions.
"Tesla had earlier considered expanding exports of its China-made entry-level Model 3 to more markets, including the United States, sources told Reuters, a plan that had not previously been reported."
…
Tesla had never declared an intention to acquire the land…
mickificki
Member
January is a long way away. Not saying the stock will rise between now and then, but there's plenty of time for that to happen, and a LOT of good catalysts from Tesla to held it along
Of course if the stock just keeps following macro and it growth stocks keep getting hammered, then all bets are off
Shanghai producing at a 40k monthly rate? That's slightly higher than the 450k annual production mentioned in the Q1 investor deck. We're well on track for the million units this year if both Fremont and Shanghai are producing at ~500k 3/Y each, with S/X to pick up the spare.
petit_bateau
Active Member
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The underlying part is this
. However, any increase to the Initial Margin Requirement will adversely affect your ability to open new margin increasing positions and withdraw funds. You will receive an additional notification detailing the schedule for a similar increase in the Maintenance Margin Requirement. At this time, the only impact will be on the Initial Margin.
That is my understanding
Elon tweeted a poll asking if Tesla should accept dogecoin as payment. 75% said yes out of 1.5M votes. 140K likes in 2 hours. If they accept, I hope this will not negatively affect $TSLA.
tschmidty
Member
Err, what happened that there are 25 pages of posts since yesterday afternoon?
Nothing Tesla-specific of note. Just macro drag.
A quick update on this margin situation with IB.
I went through the process to check post 13May margin with their Risk Navigator and also spoke to an IB rep on the phone. The end result is that my initial margin is likely to go up around 4.4%. So hopefully a bit of a nothing burger for me as I still have a lot of margin available. Obviously things may vary for other portfolios so best to check for yourself if affected.
Absolutely this negatively affects Tsla. He is forcing people who don't believe in meme coins into owning it indirectly as shareholders.
If Elon wants to prove a point about fiat currency, create another business and have at it hoss.
Thanks for posting. This explains much.
I'm on Reg T too, received no notices, and saw a negligible change in initial margin requirement under the new rules via their alternative margin calculator.
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