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2018 Q3 Update
This thread presents my quarterly projections, which I believe if #Tesla achieves, would value $TSLA at $2,500 by 4Q21 and $5,000 by 4Q23. I use them to track @Tesla's progress. Poll follows each projection. Please vote, discuss, and retweet for larger sample.
This thread presents my quarterly projections, which I believe if #Tesla achieves, would value $TSLA at $2,500 by 4Q21 and $5,000 by 4Q23. I use them to track @Tesla's progress. Poll follows each projection. Please vote, discuss, and retweet for larger sample.
Model S/X
- 2H18: High demand due to credit phaseout
- 30% GAAP gross margin by 4Q18
- Refresh: Interior in 2019; 2170s in 2020
- 2020+ expansion in Asia, LatAm, ME
- Savings benefit customers
- 2025: 200k S/X per year @ 30% GM
$TSLA Intrinsic Value: $1000
- 2H18: High demand due to credit phaseout
- 30% GAAP gross margin by 4Q18
- Refresh: Interior in 2019; 2170s in 2020
- 2020+ expansion in Asia, LatAm, ME
- Savings benefit customers
- 2025: 200k S/X per year @ 30% GM
$TSLA Intrinsic Value: $1000
Please characterize☝️ projection for Model S/X
$TSLA
$TSLA
