NEWS: Adam Jonas Just Put Out An Extensive 17 page Research Report on $TSLA Aviation:

"The chance that Tesla doesn't ultimately offer products & services to the eVTOL/UAM market is remote. The potential skills transferability & network adjacencies are too strong to ignore"

1/17 Image
"Based on our global eVTOL/UAM model (a $9tn TAM by 2050), discounted back to the present on a per-share basis, we’re coming up with potential preliminary outcomes on the order of $100 per Tesla share on low-end to approximately $1,000 per Tesla share (or more) on the high end." Image
3/17 Image
4/17 Image
5/17: "We estimate Tesla battery production to be in the range of 500GWh to 1TWh by 2030." Image
"Tesla's arguably the most vertically integrated auto manufacturer in the world; We look at the opening of manufacturing in Berlin/Austin as an opportunity to demonstrate how much more efficient their manufacturing process can be compared to Fremont & even compared to Shanghai" Image
7/17: Tesla Aviation could be worth over $1.5 Trillion Image
8/17 Image
9/17: "Our key message to investors: Temper your excitement with patience. The market opportunity for eVTOL/UAM could be far bigger than you think, but we believe it may require decades to reach high volume commercialization" Image
10/17 Image
11/17 Image
12/17 Image
13/17 Image
14/17 Image
15/17: "Bull Case: An Aerial Society: Global Total Addressable Market: ~$4.4t n by 2040 and $18.9tn by
2050 (~11 to 12% of projected Global GDP)." Image
16/17 Image
17/17 Image
I have put the full report in a Google Drive for anyone to access. The link is below. And before you say anything, yes Morgan Stanley is fine with this lol.

Link to full report:…

• • •

Missing some Tweet in this thread? You can try to force a refresh

Keep Current with Sawyer Merritt 📈🚀

Sawyer Merritt 📈🚀 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!


Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @SawyerMerritt

24 Aug
Since this tweet went up, 10 new Plaids have been purchased from inventory around the US! Would be shocked if the remaining 47 weren’t gone within 48 hours.
Here’s my referral code if you need one 😅…
Read 5 tweets
24 Aug
BREAKING: I was tipped off to there being brand new Plaid S inventory in the NY Metro area. I checked & it's true there were 9 vehicles available. I was still unconvinced so I tried to order one. The order went through. I got a RN, VIN # and an est delivery date of Aug 28th.

1/3 Image
So at this point I was still sorta in shock. I just called Tesla as they told me it's a legit order and told me congrats. I said how is it fair that I can order one like this and the car isn't reassigned to a reservation holder. They didn't have much of an answer.

2/3 Image
I have found Plaid S inventory around following area:

• Chicago
• Orlando
• NY Metro
• Los Angeles
• Bay Area
• Atlanta
• Phoenix

I stopped searching after those locations. SOOOOO crazy. Thx @bvTechie for the tip!
Read 4 tweets
14 Jun
NEWS: @TroyTeslike shared some info on his Patreon from his sources:

1: Tesla will start exporting Model Y from China to Europe in early Q3 2021. The reason that was mentioned was that there is a big MY order backlog in Europe and there are some delays with Giga Berlin

so Tesla wants to start deliveries with exports. Also, Model Y production in Shanghai will ramp up in Q3, and production targets are very high for Q3 and Q4 but no specific number was mentioned.

2: Model S Plaid will be exported to Europe in October.

3: Tesla is still planning to shut down Model Y production at Fremont when Giga Texas starts making the Model Y 2.0. However, they are now considering whether the shutdown will be temporary or permanent.

Read 6 tweets
24 Feb
Today ARK bought 177,214 shares (worth over $123.8m) of $TSLA for their ARKK ETF. In addition, ARK also bought 11,893 of $TSLA (worth over $8.3) for ARKQ ETF. Lastly, ARK bought 51,441 $TSLA for their ARKW ETF,worth over $35.9m. In total ARK bought over $168M of $TSLA today.

ARK bought way less than I thought they would, but ARKK is close to 10% $TSLA weight at 9.73% so they probably didn't wanna go "all in" to jump up to 10%. They'll buy more if any further dips occur.
Disruptive innovation is inherently volatile. ARK takes advantage of trading opportunities that that volatility presents. ARK is an active manager after all.
Read 6 tweets
23 Feb
Today ARK bought 183,707 shares (worth over $131m) of $TSLA for their ARKK ETF. In addition, ARK also bought 27,350 of $TSLA (worth over $19.5m) for ARKQ ETF. Lastly, ARK bought 62,048 $TSLA for their ARKW ETF,worth over $44.3m. In total ARK bought over $195M of $TSLA today.

1/2 Image
I'll have the more accurate aggregate numbers later. Including that, ARK bought more than $200M of $TSLA today.
Read 4 tweets
12 Feb
BREAKING: In a new 13G filing, it was reveled that Elon Musk now owns 227,131,935 $TSLA shares. This means Elon Musk now owns 22.4% of Tesla stock currently valued at about $185.4B.

"Amount beneficially owned: 227,131,935 shares which includes (i) 170,492,985 shares of Common Stock held by the Elon Musk Revocable Trust dated July 22, 2003 and (ii) options to purchase 56,638,950 shares of Common Stock that are exercisable within 60 days of December 31, 2020."
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!