TSLA - Tesla Motors

[TeslaGod]

Wall st hasn't caught on yet

Set up looking like a break out to upside will begin our summer after earnings report and deliveries

Fed taper talk already priced in

Fed not looking at raising OCR possibly until 2nd half 23

[TeslaGod]

This is the problem with the new EV maker's like Rivian .

The want to go public with an IPO valuation of 80b.

... without selling a single car? they believe they are already bigger than Ford ?

I hope they do well but to get up to even a quarter TESLA'S scale across the world it's a VERY VERY long hard road.

When mainstream media say opposition is coming, I'm not losing sleep over my large investment in Tesla.

[fungus pudding]

This is the problem with the new EV maker's like Rivian .

When mainstream media say opposition is coming, I'm not losing sleep over my large investment in Tesla.

Strangely enough - I don't give two hoots about it either.

[TeslaGod]

Strangely enough - I don't give two hoots about it either.

Typo.......

[TeslaGod]

"Don't look for buybacks here.. Tesla's expenditure on solving transport and autonomy is on track to surpass that of NASA by mid decade.."

Morgan Stanley.

[TeslaGod]

My current conservative earnings model through 2023 gives the following EPS:

2021FY: $4.65 EPS
2022FY: $12.09 EPS
2023FY: $19.45 EPS

At current share price of $700, it’s trading at ~35x my 2023 earnings estimate. Fairly cheap for such a high growth company.

Is that non GAAP EPS adjusted (fully diluted)

[LaserEyeKiwi]

Is that non GAAP EPS adjusted (fully diluted)

GAAP Basic.

pasted model below, but this forum pixelises it quite a bit (slightly better resolution if you click on image)

but you’ll see I’m quite conservative on things like Energy and assume a slow ramp up of new models (and no $25k model included yet)

32FCBD10-5E6F-4338-A69B-B760AC171960.jpg

[TeslaGod]

US 10y treasury sold off on Jerome Powell taper talk over night down -2.24% to 1.312 my 1100 PT has TNX to aprox 2.00 (inflation looking transitory Fed) so still looking strong for Tesla and other growth stocks.

[TeslaGod]

GAAP Basic.

pasted model below, but this forum pixelises it quite a bit (slightly better resolution if you click on image)

but you’ll see I’m quite conservative on things like Energy and assume a slow ramp up of new models (and no $25k model included yet)

32FCBD10-5E6F-4338-A69B-B760AC171960.jpg

Sweet... some good reading for me in lockdown

[TeslaGod]

GAAP Basic.

pasted model below, but this forum pixelises it quite a bit (slightly better resolution if you click on image)

but you’ll see I’m quite conservative on things like Energy and assume a slow ramp up of new models (and no $25k model included yet)

32FCBD10-5E6F-4338-A69B-B760AC171960.jpg

Typo sorry