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JPR007 Profile picture
@jpr007
Mar 31, 2021 • 20 tweets • 5 min read • Read on X
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WHEN COMEDY BECOMES REAL LIFE
BMW 1/
LOOKING AT BMW

VEHICLES SOLD

1.723 million

BMW 2/
VEHICLES SOLD 2019-2020

1.72 million down from 2.00 million

BMW 3/
TOTAL REVENUES

$124.0 billion

BMW 4/
AUTOMOTIVE REVENUES

$96.2 billion

BMW 5/
AUTOMOTIVE REVENUE PER VEHICLE

$55,859 per vehicle

BMW 6/
AUTOMOTIVE GROSS MARGIN

18.7%

BMW 7/
R+D EXPENSE

$6.8 billion

BMW 8/
OVERHEAD

$10.5 billion

BMW 9/
AUTOMOTIVE OPERATING PROFIT

$0.7 billion

BMW 10/
AUTOMOTIVE OPERATING PROFIT MARGIN

0.7%

BMW 11/
REPORTED NET INCOME

$4.5 billion

Valuation at 10x P/E Multiple BMW = $45 billion

BMW 12/
MARKET VALUE

$60.4 billion

P/E Multiple = $60.4 billion / $4.5 billion = 13.4x

BMW 13/
COMPREHENSIVE INCOME

$3.7 billion

P/E Multiple = $60.4 billion / $3.7 billion = 16.3x

BMW 14/
CHANGE IN SHAREHOLDERS EQUITY

$1.9 billion

BMW 15/
CASH FLOW FROM OPERATIONS

$15.8 billion

BMW 16/
CASH

$16.1 billion

BMW 17/
NET CASH

minus $110.4 billion

BMW 18/
FULL ENTERPRISE VALUE FEV

$245 billion

Applying Comprehensive Income :

FEV / Earnings Multiple = $245 billion / $3.7 billion = 65.6x

BMW 19/ END

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More from @jpr007

JPR007 Profile picture
Aug 10, 2023
JAPANESE AUTO INDUSTRY

Consider CTD's core thesis . . .

1. Toyota and Honda established early leadership in the technology for Hydrogen-powered vehicles

2. This incentivized them to use their Lobbying Power to build substantial domestic Support for a Hydrogen Initiative
3. Visualizing a Successful Outcome, they would have held a Competitive Duopoly with all the Advantages which that can be expected to bring

This combination of factors is leading to a broad-based failure of the Japanese Automobile Industry

-------

What can we learn from this ?
Now consider an alternative scenario where the Japanese Government had instead been inspired to get out ahead of BEV Supply Chain issues during the last two decades, and successfully solve for all of raw material and technology needs of BEVs
Read 11 tweets
JPR007 Profile picture
Jul 3, 2023
CASH FOR CLUNKERS ?

According to Colorado Public Radio, the state is considering a "Vehicle Exchange Colorado” program to give participants an instant $6,000 point of sale rebate on a new electric or plug-in hybrid vehicle cleantechnica.com/2023/05/31/col…
Or a $4,000 rebate for a used electric or plug-in hybrid vehicle

"It’s a really exciting new program,” said Carrie Atiyeh, senior program manager at the Colorado Energy Office

"This is something that is going to be new for the state"
To qualify, drivers would need to trade in a conventional car with an internal combustion engine that burns either gasoline or diesel

The vehicle needs to be a model year 2011 or older, or have failed a state vehicle emissions test
Read 8 tweets
JPR007 Profile picture
May 7, 2023
@remarkabubble @CorySteuben Nothing stands in the way of 20 million except for execution

And Tesla keeps getting better at execution every year

Now let me deepen my response for you :

1. If Management says their plan is 20 million, that is the first thing that you should pay attention

- they are driving
@remarkabubble @CorySteuben 2. If Management says they are committed to growing at +50% per year, that is the second thing you should pay attention to

- and if they do the Second Thing right you will notice that the First Thing happens sooner than you think Image
@remarkabubble @CorySteuben 3. The Third Thing that you can check is whether they are living up to that +50% per annum growth rate

- and it turns out that they certainly are

I can cut that a bunch of ways for you but they all show the same thing

- beating the numbers ImageImage
Read 9 tweets
JPR007 Profile picture
May 7, 2023
QUESTION OF THE DAY 20230507

How can Apple AAPL shareholders expect to maintain the High P/E of a Growth company in a world where the Company's business has clearly become mature ?

Here is Apple's Press Release on their latest Quarterly Results

apple.com/newsroom/2023/…
APPLE'S OWN PRESS RELEASE :

"The Company posted quarterly revenue of $94.8 billion, down -3% year over year, and quarterly earnings per diluted share of $1.52, unchanged year over year"

“We generated strong operating cash flow of $28.6 billion while returning over $23 billion… twitter.com/i/web/status/1…
“Given our confidence in Apple’s future and the value we see in our stock, our Board has authorized an additional $90 billion for share repurchases"

"We are also raising our quarterly dividend for the eleventh year in a row"
Read 21 tweets
JPR007 Profile picture
May 5, 2023
CARLOS TAVARES HAS GIVEN EUROPE A LOUD AND CLEAR WARNING

1. Expect the Purchase Price of Electric Cars produced in Asia and America to fall to €25,000
2. Failing to change the existing cost structures in Europe will mean that every e-car will be produced outside the continent in future

Tavares warned on the sidelines of the "Car Symposium" in Bochum :

"This is a very powerful way of draining the car industry out of Europe"
"For 30 years, fierce international competition has kept the cost of living low for Europeans," said Tavares

The painful consequence :

- production has been increasingly moving to Asia

This scenario is now threatening to continue in the car industry
Read 5 tweets
JPR007 Profile picture
May 4, 2023
TESLA SEMI PERFORMANCE

PepsiCo will enter at least one of its Tesla Semis in the Run On Less trucking industry event running for three weeks starting September 11, the company confirmed on Wednesday
insideevs.com/news/665498/fi…
The event showcases advances in freight efficiency, and will provide the first independent performance data for Tesla's all-electric Class 8 semi-truck, according to Automotive News
"We're really excited to participate in the run and allow the industry to have access to the insights and the learnings that we are getting from experiencing these vehicles"
Read 7 tweets

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