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Those are mature companies with a crap load of cash on hand. They aren’t expected to have the growth that Telsa’s expectations have set forth
That’s why I said around 2030. Not expecting a divi from Tesla within the next 5 years but it’ll be a cash cow, relatively mature company by 2030 so it would make sense at that time.
I see lots of great things in TSLA as a company. Approximately doubling production capacity this year. Semi and Cybertruck coming online in the next year. Record deliveries. FSD progressing rapidly. Tesla energy making significant progress.
Problem is, our overall economy is taking major hits under our leadership. High inflation, fuel prices, crashing stock market, collapsing housing industry. All these issues will hit Tesla as well as the broader markets. Hopefully not terribly.
I see lots of great things in TSLA as a company. Approximately doubling production capacity this year. Semi and Cybertruck coming online in the next year. Record deliveries. FSD progressing rapidly. Tesla energy making significant progress.
Problem is, our overall economy is taking major hits under our leadership. High inflation, fuel prices, crashing stock market, collapsing housing industry. All these issues will hit Tesla as well as the broader markets. Hopefully not terribly.
It’s not just our leadership. In fact, our economy is in much better shape than 99% of world economies at the moment. This is a global recession and it’s going to hit many countries far harder than the US. Has little to nothing to do with US leadership.
Now I RECALL,the down was $100 when it was first announced and plenty of kids triggered happy made reservation,knowing they can cancel anytime and get the money back.
where are they going to park the truck and charge it,and making 2 payments -EV and truck?
Have any trucking companies placed orders,they usually order in hundreds,not one or two.
With the fed still in tightening mode, I wonder what earnings multiple the market will bear. If Tesla's share price remains flat by the end of 2023, the PE ratio will be around 50 based on production forecasts.
Apple's PE ratio hovered mostly in the teens from 2010 to 2020. Amazon's PE ratio often hovered over 100 in that same timespan.
With the fed still in tightening mode, I wonder what earnings multiple the market will bear. If Tesla's share price remains flat by the end of 2023, the PE ratio will be around 50 based on production forecasts.
Apple's PE ratio hovered mostly in the teens from 2010 to 2020. Amazon's PE ratio often hovered over 100 in that same timespan.
Different growth rates between those 2 companies. I would guess Tesla would be inbetween but closer to Amazon. But if interest rates hikes have to keep going up more than market expects, obviously PE will take a hit market wide.
At current growth rates, I could see TSLA staying at around 60 PE based on the current quarter earnings annualized. Not lagging TTM or forward PE.
Actually, just calculating out estimates of $1.30 EPS in Q3, that puts us almost exactly at 60 PE (current earnings annualized) at current level of $311.
Different growth rates between those 2 companies. I would guess Tesla would be inbetween but closer to Amazon. But if interest rates hikes have to keep going up more than market expects, obviously PE will take a hit market wide.
At current growth rates, I could see TSLA staying at around 60 PE based on the current quarter earnings annualized. Not lagging TTM or forward PE.
Actually, just calculating out estimates of $1.30 EPS in Q3, that puts us almost exactly at 60 PE (current earnings annualized) at current level of $311.
I also would place tesla closer to Amazon due to some similarities in how quickly they both were expanding their physical footprint.
As for Q3 I think we might get a surprise depending on how closely Wall Street consensus is factoring what’s happening in the trenches. Hint: tesla isn’t necessarily delivering cars to customers based on order date…even if the configurations are identical.
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