If Tesla delivers 800,000 vehicles this year then their $634,000,0000,000 market cap would imply each vehicle is worth around $870,000?
Isn't the average cost around $60,000? That's 14% of implied value.
If Tesla never will run huge positive cash flows because of how the company is managed then I would value it at some function of marginal profit and relative value of stock to physical production of cars- difference between deliveries and production.
It's so weird because I view Tesla as a funding scheme for spacex and boring company and others. It's not a car company.
I wonder if Tesla ever has underhanded deals to use Tesla shares as collateral to fund these ventures.
WHAT IF ELON MUSK USES HIS OWN SHARES AS COLLATERAL WITHOUT THE BOARD KNOWING IT SO HIM SELLING DOESN'T AFFECT SHARE PRICE.
Danger zone.
# M Z annoying
Isn't the average cost around $60,000? That's 14% of implied value.
If Tesla never will run huge positive cash flows because of how the company is managed then I would value it at some function of marginal profit and relative value of stock to physical production of cars- difference between deliveries and production.
It's so weird because I view Tesla as a funding scheme for spacex and boring company and others. It's not a car company.
I wonder if Tesla ever has underhanded deals to use Tesla shares as collateral to fund these ventures.
WHAT IF ELON MUSK USES HIS OWN SHARES AS COLLATERAL WITHOUT THE BOARD KNOWING IT SO HIM SELLING DOESN'T AFFECT SHARE PRICE.
Danger zone.
# M Z annoying
Comment:
#cofveve