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20 Mar, 9 tweets, 2 min read
Ark Invest updates $TSLA Model for 2025
Key Assumptions
2025 highest likelihood $TSLA $3,000
Arks Tesla 2025 Revenue, Ebita, Market Cap segments
Ark Invest adjusted its share price target considering the latest developments and assumptions by 114%from $1,400 to $3,000
Ark Invests bear case does not include Robotaxis
Source: ark-invest.com/articles/analy…
Note that Ark did not include Energy storage or solar solutions in its models

A true Bull case will therefore be much higher because it's expected that Tesla Energy will have about the same size as Automotive one day

The $4,000 price target is therefore conservative
I remember well when Ark Invest released their previous targets and all media invited them calling them nuts

After the $TSLA rally, they invited them to call them brilliant

Now the media will invite them to call them nuts again
I call them brilliant today

Mark my words

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More from @alex_avoigt

19 Mar
Audi CEO Duesmann yesterday

Supply chains are broken in several places, he said, "the effects are clearly being felt through rescheduling"

"2021 remains challenging"

"Our ambitious goal is to grow significantly compared to the previous year"

10k vehicles can't be delivered
Audis CEO Duesmann continued in the interview about how long Audi will deliver ICE vehicles

"that will probably also be decided by our customers"

The press repeats since days the factual wrong reports that Audi will stop ICE production

Thats false
When the CEO was asked about the new EU CO2 norm

'The benefit for the climate would be very small, but the technical effort would be very large, "and we would then lack the money for the development of battery electric vehicles." '

"The ICE are financing the transformation."
Read 4 tweets
19 Mar
ZDFinfo seriously doctored an Elon Musk Tweet!

Is there any journalistic ethic left?
How could an editor ever approve this film?

Shame on @ZDFinfo

ZDF Info & die gesamte Redation sollte sich schämen eine Bericht zu veröffentlichen der von ZDF manipulierte Tweets beinhaltet
"..at the beginning of '23 the quantities needed there for production will exceed what we can provide. The consequences are that there must be restrictions somewhere for the consumers"

Truth: This supplier is based on today's plan not in charge of the Phase 2 water supply in '23
Unions Head Hoffmann

"(..) he (Musk) on the one hand gladly takes public money but on the other hand does everything to employ the employees with low wages & bad working conditions"

Truth: The 🇩🇪 federal agency for work confirmed Tesla pays salaries over average in Brandenburg
Read 4 tweets
17 Mar
VW hit by chip shortages again

In the main plant in Wolfsburg From Monday to Friday inclusive, two assembly lines for the VW models Tiguan, Touran, and Tarraco are at a standstill

A quick solution is not in sight, a VW manager said
For months, the Group has been struggling with supply bottlenecks for electronic chips - and there seems to be no end in sight.

VW purchasing director Murat Aksel is alarmed speaks of "a different dimension in the way that there is no quick fix" to solve the supply bottleneck
VW Board Member Murat Aksel. "This crisis is deeper, broader, more sustainable."

I predict that VW will lose unit sales in 2021 with increased debt levels and lower profits

EV sales will grow but won't compensate for the losses in the ICE business and restructuring costs
Read 4 tweets
17 Mar
VW plans to sell 300k MEB vehicles in 2021

15,500 BEV have been delivered already and 23,500 ID.4 +X ID.3 orders are open

5% of target delivered in 17% of the year

23,5k vehicles open for the rest of 2021 is 8% of the 300k goal

VW delivered 19 out of 41 days of production
The VW core brand shrunk by 1 Million vehicles in 2020 or 2 Times the deliveries of Tesla
While Q1 is traditionally weak the ID.3/ ID.4 are brand new models & VW is already behind its own annual BEV goal

Order entry is weak & used car sales high which may have to do with the Software issues reported

With only 50% of production delivered inventory must be massive
Read 4 tweets
12 Mar
Wolfgang Porsche main VW shareholder about the announcements from VW Management lately

"Don't take your mouth so full"

The Artemis project is according to internal sources delayed already by 6 months

Source "It's related to the current development maturity of the new software"
An internal VW source "Unrealistic targets have become a specialty of VW"

3 independent sources from VW confirm to BI that the 'Landjet' will arrive earliest 2025
Among other things, the VW source said the ramp-up curve within the new Car.Software.Org was too flat.

"However further development from 1.2 to 1.3 to 2.0 is not yet proceeding at the hoped-for pace"

That is consistent with today's remaining issues of the ID.3/4
Read 4 tweets
9 Mar
🇪🇺 Europe FSD Beta requested from Tesla to be approved by regulators

@UNECE please allow Tesla to make our streets safer
When Anthony Lagrange, Team Leader Automated/Connected vehicles & Safety- European Commission retweets an article from ArsTechnica that claims FSD Beta is not designed for FSD you know that they have zero attention to approve it

Please comment on LinkedIn
linkedin.com/posts/antony-l…
*intention*
Read 4 tweets

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