-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
Your brain's working fine. There's a formula that skipped a row in my worksheet, thanks for pointing that out.
NASDAQ posts the daily-volume-thru- 4pm with there Advanced Chart page, data is final by 4:17 pm (delayed data). Unfortunately, the is no archive of the 4 pm data. The following day when the chart updates, that 4 pm Vol info is lost forever unless you record. it.
Sure, experiment with charts and graphs. Visualization is a powerful tool.
My database goes back to May 2015, so you've got me beat there. I do notice that all the parameters changed on Jan 30, 2020 when Citidel announced coverage of TSLA. That's when the epic naked shorting began.
anthonyj
Stonks
6-figure daily swings in my account are cool and all, but where's my Plaid Model X 
Mike Smith
Active Member
Itay Michaeli of Citigroup expects TSLA to earn $1.89 in Q3 and has a price target of $200.
At his price target this would give TSLA a current PE of 26.
Citigroup is apparently fine with this.
At his price target this would give TSLA a current PE of 26.
Citigroup is apparently fine with this.
Cybertruck 4 wheel turning and side view mirrors - getting closer to production?
Video quality hints this might have been filmed with Zapruder's camera.
Video quality hints this might have been filmed with Zapruder's camera.
thesmokingman
Active Member
He's one of those... Ranked #7,608 out of 7,702 Analysts on TipRanks (#15,739 out of 15,871 overall experts)
This battery video sure deserves an animation (part of what I used to do in Visual Manufacturing). It's really only about 5-10 min of content. His presentation is identical to me sitting down with the "Subject Matter Expert" typically for 1 hr. Someone is doing this somewhere I bet... or should. The Learning Efficiency improvement could save humanity millions of hours long-term - go ahead, laugh. Batteries are so fundamental. And it's pretty clear to me that Tesla wants this knowledge out there. I give it 1 week, and we'll see it on YouTube. Just not my gig anymore - I'm a Pedalsmith now, new career path.
OT... I listened to that video at 1.5x speed, and the whole time I thought Karpathy was the speaker. Same voice, lol. I could not figure out why the AI guy was explaining the 4680 Assy process. So what happens when we slow down Karpathy? Sounds like this guy? In theory...
You wouldn't have understood karpathy at 1.5x speed as his usual talking speed is already 2x.
TheTalkingMule
Distributed Energy Enthusiast
You're clearly not a savvy Wall Street investor, no one expects a retail investor to comprehend such complexities. Try not to feel too bad.
According to @JayInShanghai, Tesla China October deliveries could be significantly better than expected due to resolution of the Sept wheel shortage problem.
My guess is the missing 19 inch wheels will also move those production numbers from Sept to Oct, and, by "orders" he probably meant fulfillment of those MY orders. Hopefully he can provide some volume numbers later on.
My guess is the missing 19 inch wheels will also move those production numbers from Sept to Oct, and, by "orders" he probably meant fulfillment of those MY orders. Hopefully he can provide some volume numbers later on.
Good advice. My problem is I’m paying too close attention to my share count and wanting to keep it at a nice round number, so I won’t even part with 1 share. I feel like a dragon trying to hoard precious gems and gold!
Phobi
Member
lafrisbee
Active Member
The Accountant
Active Member
Watching the share price today is like watching paint dry; however, you're in luck . . I have something much more exciting for you: Accounting.
(trying to solicit a response from the grouchy cat . . .you know who you are).
There were some discussions about Free Cash Flow (FCF) a few posts back.
FCF is Cash generated from business operations less spending on Capital Expenditures.
Here is Tesla's FCF for the last 4 quarters and my estimate for Q3 2021:
With Free Cash Flow, Tesla is then:
- free to pay down debt
- free to buyback shares
- free to pay dividends
- free to purchase another company
- free to buy Bitcoin
- or free to add to their cash account
Here is how Tesla has used their FCF in the past and what I expect in Q3:
As you can see, Tesla has used much of it's FCF to pay down debt and buy Bitcoin.
They raised cash from Equity raises in Q3 & Q4 2020.
My annual projections for FCF are:
$ 4b - 2021
$ 9b - 2022
$15b - 2023
$24b - 2024
There is only so much debt to be paid down; Tesla will be sitting on a pile of cash.
Tesla's BTC holdings are still going up as it heads towards the previous ATH of 65k. Some actual sane people like Cathie think that a 500k BTC is possible in the next 3-5 years. While hard to wrap my head around, that would leave Tesla with well over 20 billion in BTC profits.
The chart I had been looking at previously was wrong. We will have a small impairment in Q3 but trivial.
That's very suspicious. Gotta be a street high earnings estimate, but combined with one of the lowest PTs?
The chart I had been looking at previously was wrong. We will have a small impairment in Q3 but trivial.
That's very suspicious. Gotta be a street high earnings estimate, but combined with one of the lowest PTs?
TMC Investors Forum... where subtle brags aren't so subtle.6-figure daily swings in my account are cool and all, but where's my Plaid Model X
So here's mine. I just exercised all the Jan '22 200 calls that I picked up for peanuts at the bottom of the covid drop last year (then as deep OTM 1000 presplit leaps). To think that at the time I wasn't even sure they would end up in the money, let alone appreciate more than 7000%.
Any chance that I'll get to see the trademark "T" in the afterhours chart?
Cybertruck will come with side mirrors but you can remove them.
Similar threads
- Locked
- Locked
- Locked
