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$tsla $tslaq @tesla.
Help me with some math here, both bulls and bears
1. Tesla trades at 25x revenue
Year 2020 interpretation. If tesla maintains steady revenue, to recover my money , Tesla will have to pay back every penny for the next 25 years to break even!
Help me with some math here, both bulls and bears
1. Tesla trades at 25x revenue
Year 2020 interpretation. If tesla maintains steady revenue, to recover my money , Tesla will have to pay back every penny for the next 25 years to break even!
2. This assumes margins are 100%, battery is free, labor is free, COGS are free, govt does not want any taxes, and everyone has one mission, save the planet!
Seems possible right? This is how business work, don't they?
$tsla $tslaq
Seems possible right? This is how business work, don't they?
$tsla $tslaq
Year 2021
As projected, let is assume Tesla grows 50%. Revenues now $40 billion.
Let's assum, market cap stays same.
@tesla will have to pay every penny of the revenue for next 17 years for me to break even-P/S =17
This assumes everyone is working for the mission , 100% profit
As projected, let is assume Tesla grows 50%. Revenues now $40 billion.
Let's assum, market cap stays same.
@tesla will have to pay every penny of the revenue for next 17 years for me to break even-P/S =17
This assumes everyone is working for the mission , 100% profit
Year 2022
As projected, let is assume Tesla grows 50%. Revenues now $60 billion.
Let's assum, market cap stays same.
@tesla will have to pay every penny of the revenue for next 11 years for me to break even-P/S =11
This assumes everyone is working for the mission , 100% profit
As projected, let is assume Tesla grows 50%. Revenues now $60 billion.
Let's assum, market cap stays same.
@tesla will have to pay every penny of the revenue for next 11 years for me to break even-P/S =11
This assumes everyone is working for the mission , 100% profit
Year 2023
As projected, let is assume Tesla grows 50%. Revenues now $90 billion.
Let's assume, market cap stays same.
@tesla will have to pay every penny of the revenue for next 8years for me to break even-P/S =8
This assumes everyone is working for the mission , 100% profit
As projected, let is assume Tesla grows 50%. Revenues now $90 billion.
Let's assume, market cap stays same.
@tesla will have to pay every penny of the revenue for next 8years for me to break even-P/S =8
This assumes everyone is working for the mission , 100% profit
Year 2024
As projected, let is assume Tesla grows 50%. Revenues now $135 B
Let's assum, market cap stays same.
@tesla will have to pay every penny of the revenue for next 5years for me to break even-P/S =5
This assumes everyone is working for the mission , 100% profit
As projected, let is assume Tesla grows 50%. Revenues now $135 B
Let's assum, market cap stays same.
@tesla will have to pay every penny of the revenue for next 5years for me to break even-P/S =5
This assumes everyone is working for the mission , 100% profit
Now help me reconcile !
Assuming NET MARGINS ARE 25% , instead of 100% , all numbers are now to be multiplied by 4.
If net margins are 5%, every number will have to be multiplied by 20.
Assuming NET MARGINS ARE 25% , instead of 100% , all numbers are now to be multiplied by 4.
If net margins are 5%, every number will have to be multiplied by 20.
Even at no share price increase , Tesla will have to pay it's shareholders ALL it's profits, it will have to pay them for the next 100 years just to recover capital. This the best case scenario.
The point here is that anyone “investing” in @tesla today will have to wait 100-500 years to recover their investment cost.
What I would like to hear is how do you rationalize this thinking? Even bonds 100 year bonds are rare and they give better interest than 0%
What I would like to hear is how do you rationalize this thinking? Even bonds 100 year bonds are rare and they give better interest than 0%
Anyone wanting to take a shot and explain. I am open to all arguments, including one from @jpr007 @garyblack00 and whoever works with numbers
