Tesla motors valuation




Tesla motors valuation

Article Navigation:
  • Photo
  • How Does Tesla Hold Up a GM-Level Valuation With Tiny Sales? | Observer
  • Video
  • RELATED PAGES
  • Read my first article on the 3 EV phases. In this first phase, we see 2 companies battling the EV game - Tesla (TSLA) and General Motors (GM).

    I have projected that Tesla requires approximately $20 billion of capital over the next eight years. Tesla is grossly overvalued and its stock price is at risk of taking a deep dive. I don’t hate Tesla (NASDAQ:TSLA), its employees or its products.

    Tesla's market valuation puts it in the league of America's largest carmakers: General Motors, Ford and Fiat Chrysler. A key difference is Tesla.

    Tesla motors valuation

    Tesla motors valuation

    The above table shows the bull case for Tesla. But there is one major distinction: This would rank them among the largest automotive manufacturers in the world. We will contact you if we have clarifying questions regarding your submission. There are many more important vehicle data points that can be uploaded to the cloud.

    Tesla motors valuation

    Tesla motors valuation

    Tesla motors valuation

    Tesla motors valuation

    Tesla motors valuation

    Tesla's Valuation: The Bullish View - Tesla, Inc. (NASDAQ:TSLA) | Seeking Alpha

    The dynamics at play in the EV market include economics, physics, psychology, jurisprudence, environmental, political, international, climatology, mining, software, innovation, and new technologies. How all of this will develop over the next decade is immensely complex. We are in the first phase of the EV revolution - EV 1. Read my first article on the 3 EV phases. Yes, Tesla has been losing money, and is currently cash flow negative. These two facts are irrelevant in the valuation of an equity.

    Equity pricing models typically look into the future, and uses the time value of money to estimate current values. Another way to look at this is the present value of all future cash flows. During the 1st phase of the EV revolution, having an established fast charging network is critical.

    Tesla motors valuation

    In our opinion, this is the main reason for Tesla's current strong order and bookings. The first thing I noticed from my conversion with the GM sales person, was the total lack of electric vehicle knowledge. He continued to say that new charging stations are coming soon - with no specifics. So obviously, if I want to purchase an EV in that can drive on our interstate highway systems, I can only buy a Tesla. Most US potential EV buyers will be in the same situation.

    I mentioned Electrify America , as I made several proposals to them on how to build out the western US interstate charging infrastructure. My conversations with EA made it clear they were not yet focused on the interstate highways. Here is one response to a proposed charging network along I through Colorado and Utah:. Your submission is appreciated, and this email is notification your documents have been received. We expect to receive up to a thousand or more submissions in just a few months.

    Tesla motors valuation

    We plan to host a webinar for all submitters in the second quarter of to share the common themes and insights that our team has identified during the submission review process. Many decisions on specific site locations may continue well into and beyond. We appreciate your patience through this process.

    Thank you again for your input. We will contact you if we have clarifying questions regarding your submission. OK, so it looks like they will start build-out into and beyond In our opinion, this gives Tesla another years of very little EV competition.

    Here is a recent quote from the Director of auto testing at Consumers Reports:. In retesting after the software update was downloaded, the Model 3 sedan stopped in feet from 60 miles per hour, an improvement of 19 feet. Jake Fisher, director of auto testing at Consumer Reports, described the improvement as unprecedented. I found this remote update feature very compelling as well. Then I started also thinking about remote, continuous diagnostics and big data analytics.

    Tesla motors valuation

    Tesla has the ability to upload huge amounts of time-stamped data points on all its EVs:. There are many more important vehicle data points that can be uploaded to the cloud. This gives Tesla an important advantage - continuous improvement. Also proactive service and revenue streams for Tesla.

    Many shorts make the assertion that Tesla's build-out of its own dealerships is a competitive disadvantage. Owning a franchise dealership is very lucrative - why not make extra profits and cash flows? Yes, Tesla will need to invest money in this sales infrastructure, but then over time make additional profits that other auto manufacturers forgo.

    TESLA TSLA Motors Valuation



    • Подписаться по RSSRSS
    • Поделиться VkontakteVkontakte
    • Поделиться на FacebookFacebook
    • Твитнуть!Twitter

    Leave a Reply

    Return to Top ▲TOP ▲