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28-08-2021, 09:47 AM
#341
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
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28-08-2021, 10:52 AM
#342
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.
Last edited by TeslaGod; 28-08-2021 at 10:54 AM.
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28-08-2021, 11:21 AM
#343
Originally Posted by TeslaGod
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.
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28-08-2021, 12:10 PM
#344
Originally Posted by fungus pudding
Strangely enough - I don't give two hoots about it either.
Typo.......
Last edited by TeslaGod; 28-08-2021 at 12:12 PM.
Reason: Typo
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28-08-2021, 03:50 PM
#345
"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.
Last edited by TeslaGod; 28-08-2021 at 03:52 PM.
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28-08-2021, 04:00 PM
#346
Originally Posted by LaserEyeKiwi
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)
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28-08-2021, 04:13 PM
#347
Originally Posted by TeslaGod
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
Last edited by LaserEyeKiwi; 28-08-2021 at 04:19 PM.
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28-08-2021, 04:21 PM
#348
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.
Last edited by TeslaGod; 28-08-2021 at 04:24 PM.
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28-08-2021, 04:25 PM
#349
Originally Posted by LaserEyeKiwi
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
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28-08-2021, 04:25 PM
#350
Originally Posted by LaserEyeKiwi
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
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