TESLA VALUATION - BATTERY CASE 20201015
These charts have now been updated with the latest information and adjusted for the stock split
1. The context remains the same
These charts have now been updated with the latest information and adjusted for the stock split
1. The context remains the same
2. And the core volume assumptions are unchanged
3. But it has been assumed that proprietary Battery Manufacturing will allow Tesla to maintain a 30% Gross Margin, up from 26% in the Base Case
- this valuation is at a 10x P/E Multiple
- this valuation is at a 10x P/E Multiple
4. And this valuation is at a 20x P/E Multiple
5. And these two valuations give this projection for the development of the stock price over time . . .
6. . . . which is also shown here in relation to the historical price track
• • •
Missing some Tweet in this thread? You can try to
force a refresh
