Drumheller
Active Member
My model has TSLA worth about $475 today and worth between $550 and $600 at end of 2023. Guess I need to figure how to model in thievery, propaganda, and deceit from those outside of Tesla.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
The Accountant
Active Member
When looking at historical monthly returns, September is not a very good month for the market as a whole.
But for Tesla, on average, September has been its best month.
Of course, past performance does not guarantee future results blah blah blah.
But for Tesla, on average, September has been its best month.
Of course, past performance does not guarantee future results blah blah blah.
Laugh not! If there are more Shanghai shutdowns, this garden may support weeks of closed-loop operational rations for much needed and admired Shanghai workers.They are making a big veggie garden, big market for fresh veggies in Shanghai! Bullish, 300% profit on veggies, the Q3 2023 will be insane cause of the veggie profit!!!
Jk
/s ?
jkirkwood001
Active Member
I was in getting my tires pumped at my local service centre and was chatting with the Tesla manager who runs it and who I've known since 2018. He said they haven't seen any Model Ys with 4680s locally, but he says his team is monitoring a couple of Model 3s with 4680s! Is this possible?? I haven't heard that the Model 3 had 4680. He put a finger to his lips shhh. Can't be structural pack, right? Just 4680s?
I was in getting my tires pumped at my local service centre and was chatting with the Tesla manager who runs it and who I've known since 2018. He said they haven't seen any Model Ys with 4680s locally, but he says his team is monitoring a couple of Model 3s with 4680s! Is this possible?? I haven't heard that the Model 3 had 4680. He put a finger to his lips shhh. Can't be structural pack, right? Just 4680s?
What else would battery line in Fremont mean
TheTalkingMule
Distributed Energy Enthusiast
I think we unwind this MM shorting in the afternoon and close around $285. Let's hope the macro green-ness expends.
thesmokingman
Active Member
Doubtful as 3's haven't even got castings yet. They're rumored to get castings later this year or such afaik.I was in getting my tires pumped at my local service centre and was chatting with the Tesla manager who runs it and who I've known since 2018. He said they haven't seen any Model Ys with 4680s locally, but he says his team is monitoring a couple of Model 3s with 4680s! Is this possible?? I haven't heard that the Model 3 had 4680. He put a finger to his lips shhh. Can't be structural pack, right? Just 4680s?
Sounds like an excuse to me. After they launch they will say "well, you don't sell any yellow cars and that's risky because yellow is a nice color".
So not sure whether Moody's is waiting for Semi or CT
Now, remind me how many models of cell phones Apple sells?
This is why Apple is junk?
So not sure whether Moody's is waiting for Semi or CT
/s
Edit: Ahrg, ninjad by nocturnal…
willow_hiller
Well-Known Member
Dozens of unprofitable models are obviously superior to four wildly profitable ones.
Also that line "The considerations are not so much of a quantitative nature, but more qualitative" is a very polite way of saying "We're recognize Tesla's financials are impeccable, but we won't upgrade them because we don't feel like it."
So not sure whether Moody's is waiting for Semi or CT
So there will not be a credit upgrade until possibly the middle of next year according to their methodology
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Krugerrand
Meow
Good to know you can’t keep a secret.I was in getting my tires pumped at my local service centre and was chatting with the Tesla manager who runs it and who I've known since 2018. He said they haven't seen any Model Ys with 4680s locally, but he says his team is monitoring a couple of Model 3s with 4680s! Is this possible?? I haven't heard that the Model 3 had 4680. He put a finger to his lips shhh. Can't be structural pack, right? Just 4680s?
JupiterMan
Active Member
by my calcs based on todays valuation:
173 x on TTM basis, or
121 x on forward basis
2023 valuation : ?
You might be on to something. On the next Covid lockdown Tesla can be self sustaining not only in car parts but also in supplying their work force with food produced right on the premises.They are making a big veggie garden, big market for fresh veggies in Shanghai! Bullish, 300% profit on veggies, the Q3 2023 will be insane cause of the veggie profit!!!
Jk
maybe some green space for the workers at break time or as other suggested a garden ... a central park at giga Shanghai
Pretty much. Once the CT and Semi are out they'll likely kick the can further down the road and find something else to use as an excuse.
I think Moody's will only upgrade TSLA if Wall Street pressures them to, meaning the hedge funds who can't invest into junk rated stocks decide they finally want to start buying TSLA and begin pushing Moody's to "allow" them to accumulate.
Moody's and S&P are coin operated. I agree if there is pressure from Wall Street, they will do it. Otherwise, they are going to try their hardest to wait until Tesla pays them.
I still like the idea of taking on a small amount of debt and using the proceeds to buy back stock.
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