T >V< ESLA - V Recovery

[Specterx]

Bears been saying it for years and yet...

And yet what? If you're trying to predict which symbols will go into massive bubbles a la TSLA, GME, or Dogecoin, then the PE ratio is irrelevant and the wrong place to start. If you're taking a long-term value-investment approach, and doing it right, then what you're trying to predict isn't MtM price but rather long-run cashflows actually delivered to investors.

At this stage, I can wave my hand and grab a dozen former high-flyers which seemed to defy "the bears" for years, only to stop defying them over the span of a few months - completely screwing the overwhelming majority of those who ever invested.

 

[VicBee]

And yet what? If you're trying to predict which symbols will go into massive bubbles a la TSLA, GME, or Dogecoin, then the PE ratio is irrelevant and the wrong place to start. If you're taking a long-term value-investment approach, and doing it right, then what you're trying to predict isn't MtM price but rather long-run cashflows actually delivered to investors.

At this stage, I can wave my hand and grab a dozen former high-flyers which seemed to defy "the bears" for years, only to stop defying them over the span of a few months - completely screwing the overwhelming majority of those who ever invested.

You make me yawn.

 

[SunTrader]

The take up rate of residential solar in several European countries and Australia is in excess of 25% of homes (other than HI, it's low single digit in most states) thanks to various government incentives schemes. When there's a will, there's a way but in FL, 80% of energy comes from gas and coal who are major donors to the local Republican party. They provide cheap electricity and the government doesn't support solar...

Where do you get that from?

"Today, FPL said, two-thirds of its power comes from natural gas, followed by nearly 20% nuclear, 4% solar and almost 3% coal, which comes from a plant NextEra partially owns out of state. One-tenth of 1 percent of the power comes from oil." - March 28, 2022

 

[SunTrader]

Meanwhile V bottom, no. Been sideways since low just short of a hunud.

 

[SoyUnGanador]

Sounds fair. Let me give you my prediction. Tesla cars will continue to grow over 40% YoY for another 5 years, and Tesla's net income will continue to grow exponentially in that same time period.

For reference:
Tesla net income for the twelve months ending September 30, 2022 was $11.190B, a 219.81% increase year-over-year.

Tesla annual net income for 2021 was $5.519B, a 665.46% increase from 2020.

Gentleman's bet? I see when I google:

Tesla revenue for the twelve months ending September 30, 2022 was $74.863B.

Taking that number at an annualized 40% growth rate would put it at $402.63B for twelve months ending September 30, 2027. I got under that, you got over?

 

[VicBee]

Where do you get that from?

"Today, FPL said, two-thirds of its power comes from natural gas, followed by nearly 20% nuclear, 4% solar and almost 3% coal, which comes from a plant NextEra partially owns out of state. One-tenth of 1 percent of the power comes from oil." - March 28, 2022

I'm not sure what you're asking... Florida energy?
https://www.statista.com/statistics/1287665/florida-electricity-generation-share-by-source/

 

[VicBee]

Gentleman's bet? I see when I google:

Tesla revenue for the twelve months ending September 30, 2022 was $74.863B.

Taking that number at an annualized 40% growth rate would put it at $402.63B for twelve months ending September 30, 2027. I got under that, you got over?

Sounds about right. Tesla was already a $400B company in 08/2020.

 

[SoyUnGanador]

K, you are on VicBee. Please remind me when the time comes, I'll forget for sure, whether I win or lose haha.

 

[VicBee]

From what I'm lead to understand, a good portion of revenue comes from carbon credits and subsidies.

You're led on the wrong path little Padawan.

Tesla is one of the most scrutinized company out there and thus one of the most transparent. Check out YouTubers specialized on Tesla for details.
Carbon credits and subsidies are part of the strategy. Just ask the oil, coal and gas industries or bailed out GM and F. The subsidies were significant for Tesla up to 2019 but today represent a small portion of their revenue. They are primarily a stimulus for EV buyers and all EV manufacturers benefit from these incentives.

 

[deaddog]

You're led on the wrong path little Padawan.

Story of my life Vic. You'd be surprised how many wrong paths I've ended up on. It's why I rely so heavily on price to tell me the story. It's got so you can't trust anyone.