mickificki
Member
Anyone gonna fill us in on the details when Elon shows up please?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
Haha, not sure if you got the memo, but Tesla is funding their new factories out of FCF. Has been for 2 years now.
Todd Burch
14-Year Member
If, like me, the media has put a strong taste of acrid poo poo in your mouth, I created this new thread where people can post examples where the media is wrong in their coverage of Tesla:
teslamotorsclub.com
Feel free to contribute.
Moderator: In fact, please do not. Follow breadcrumbs in Moderator’s post instead - 5 posts down; directs to extant equivalent thread.
Examples of Errors in Media's Reporting on Tesla
One way to fight FUD is to present a bunch of examples on how the media has been incorrect in their reporting of Tesla. So I thought it would be fun to start a thread were we minimize discussion but just present examples of where the media is completely incorrect on Tesla reporting. If you...
teslamotorsclub.com
Feel free to contribute
.Moderator: In fact, please do not. Follow breadcrumbs in Moderator’s post instead - 5 posts down; directs to extant equivalent thread.
OT?
Great article by Zach Shanan this morning on CleanTechnica regarding inflation and the causes for what's happening now. A bit political but worth a read IMO.
cleantechnica.com
Great article by Zach Shanan this morning on CleanTechnica regarding inflation and the causes for what's happening now. A bit political but worth a read IMO.
Inflation Is Global — For Obvious Reasons (That Have Nothing To Do With Joe Biden) - CleanTechnica
Sign up for daily news updates from CleanTechnica on email. Or follow us on Google News! I confess — I’m not a fan of incorrect claims about important matters of policy and politics, and even more so when those claims go viral and take on a meme-like quality. It seems ... [continued]
cleantechnica.com
Had to disagree... Because...Not only were they animal meat, but I found out afterwards that they are the cheapest hotdogs you can buy (which could explain why it tasted so bad). Since our disabled daughter is a human garbage disposal that eats anything, my wife gets those dogs for $1/pack. That's right - an entire pack for $1. I'm pretty sure that means those are filled with all the animal scraps that other profit hungry hot dog companies have too much integrity to use. I'm lucky I didn't need to get my stomach pumped, but it probably took one year off my life....
(Edit: Apparently she got the cheap hot dogs to save more money since we were facing margin calls.... She won't do that again.)
Just... too much information.
Joe F
Disruption is hard.
TMC doesn't have enough storage to host such a thread.If, like me, the media has put a strong taste of acrid poo poo in your mouth, I created this new thread where people can post examples where the media is wrong in their coverage of Tesla:
Examples of Errors in Media's Reporting on Tesla
One way to fight FUD is to present a bunch of examples on how the media has been incorrect in their reporting of Tesla. So I thought it would be fun to start a thread were we minimize discussion but just present examples of where the media is completely incorrect on Tesla reporting. If you...
Feel free to contribute
I have not yet locked @Todd Burch’s new thread, but that is because the platform is not at the moment allowing thread mergers. In the interest of not further clogging the Investor Sector with even more spin-offs, please use this long-standing and equivalent thread. Thank you.
teslamotorsclub.com
Help Fight the FUD
Place to post FUD tweets etc. in the hope that others here will down vote them or reply.
teslamotorsclub.com
GBleck
Member
The waymo firefly is still dead. It's CARcase is just stuffed and mounted in a car museum.
It's him. They're introducing him now. Anyone know how I can do a screen share live? lol
Boom!
If you notice, @1:40 in this clip Ron states he expects TSLA to do a 7X in the next ten years, BUT he's only expecting a 1.5X - 2X over the next three years (today to end of 2024 / mid 2025). 2X from today is only $444 or so, which is right around our ATH of $415. By EoY 2025 he expects $500-$600.
This falls very in line with what I said I expect over the few years too:
Personally I am expecting us to trade under the ATH of $415 for another two to three years, until sometime in late 2024 or 2025 where the fundamentals should be too strong to allow any further compression.
I think the recession might eat up 2023 and keep macros down for a year or so, which could compress TSLA's PE to around 60 or so by EoY 2023. If we see net income of about $20 billion for 2023 our SP would be in the high $300's with a PE of 60. A recession could keep fund managers from investing into TSLA for some time despite our new investment grade ratings, and we need new volume to truly overwhelm the MM's who currently dictate our SP.
Then as the market (possibly) turns around we'd likely push up around our ATH of $415 in 2024 again, but I feel the MM's would do everything they could to keep us suppressed, compressing the PE even further even while we post record quarter after quarter. If we see net income of around $30 billion for 2024 and they push the PE down to 50 then the EoY SP for 2024 would be around $415, our ATH.
2025 is the year I think TSLA will simply be too huge a financial beast to allow any further compression. My model predicts net income of about $44 billion for 2025. If the company keeps growing revenues at that pace then the PE would be hard pressed to stay below 50, but even if it gets pushed down to 40 we'd still see the SP go over the ATH to about $466. If the PE stays around 50 we'd be pushing the upper $500's and close to $600 per share.
2026 onward gets ridiculously impressive from a valuation point of view.
Guess I'm not the only one who expects our PE to get compressed like crazy over the next couple of years!
I will live post any new information.
He looks very tired.
He looks very tired.
OT?
Great article by Zach Shanan this morning on CleanTechnica regarding inflation and the causes for what's happening now. A bit political but worth a read IMO.
Inflation Is Global — For Obvious Reasons (That Have Nothing To Do With Joe Biden) - CleanTechnica
Sign up for daily news updates from CleanTechnica on email. Or follow us on Google News! I confess — I’m not a fan of incorrect claims about important matters of policy and politics, and even more so when those claims go viral and take on a meme-like quality. It seems ... [continued]
Any article that ends with “Vote Democrat” is more than “a bit political”. The arguments aren’t even very compelling IMHO.
Just for some contrasting content, the IRA is under attack no matter who wins the midterms. Compromises and watering down will have to be made regardless due to international reasons, not domestic politics.
Biden Admin. inundated with Inflation Reduction Act exemption requests
The Biden Administration has received countless requests for Inflation Reduction Act exemptions, notably from Japan, South Korea, and the EU.
www.teslarati.com
JRP3
Hyperactive Member
All this isn't exact. Not new but interesting.
Ron - invest $7B for a plant. Make 15B/year...who does that?
Ron - How do you intend to make cars for $20k a pop? The way Ron asked it seemed like he knows about cars to come and Elon kind of ran over him to stop him.
Elon - We do expect to make cars that are more affordable than model 3-Y. Cannot announce now.
Ron - invest $7B for a plant. Make 15B/year...who does that?
Ron - How do you intend to make cars for $20k a pop? The way Ron asked it seemed like he knows about cars to come and Elon kind of ran over him to stop him.
Elon - We do expect to make cars that are more affordable than model 3-Y. Cannot announce now.
Thanks, I'm looking forward to a summary as I can't find a way to watch it live.
Heck, I’m looking forward to a pirated video stream at some point!
OMG I think I found it. Click that link then open in a media player. I'm on OSX and using MKPlayer.
https://video-edge-691974.jfk04.hls...trGgwtIE6MMiWDu8aGL50gASoJdXMtZWFzdC0xML4D.ts
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