AlexandreLic

IP属地:海外
    • AlexandreLicAlexandreLic
      ·2022-08-09
      $Tesla Motors(TSLA)$According to a lobbying disclosure acquired by "Electric Autonomy Canada", Tesla is lobbying the Ontario government for a potential new factory.In Canada, companies must disclose all their lobbying efforts with the government.
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    • AlexandreLicAlexandreLic
      ·2022-08-06
      $Tesla Motors(TSLA)$formally announced its 3:1 stock split, effective before start of trading Thursday Aug 25th.
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    • AlexandreLicAlexandreLic
      ·2022-08-05
      $Tesla Motors(TSLA)$some notes during today's @Tesla Annual Stockholder Meeting!
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    • AlexandreLicAlexandreLic
      ·2022-08-04
      $Tesla Motors(TSLA)$Retail investors piling into $TSLA at fastest pace since Summer 2020, per Vanda Research. Jiayou!
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    • AlexandreLicAlexandreLic
      ·2022-07-28
      $Tesla Motors(TSLA)$Hawaii set to close its last coal plant as part of a initiative to reach 100% clean energy. It'll use @Tesla Megapacks to help store power from its broad solar network, creating what’s set to be one of the largest energy storage plants in the world.
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    • AlexandreLicAlexandreLic
      ·2022-07-26
      $Tesla Motors(TSLA)$$GM just reported their Q2 earning... Despite selling 82% fewer vehicles than GM in Q2, $TSLA generated 36% more net income!And it was even more during Q1 2022. This isn’t a one-off event. In Q1, $TSLA also generated more overall profit and made 4.5x the net income per vehicle soldThat gap is now 7.6x more net income per vehicle sold in Q2!
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    • AlexandreLicAlexandreLic
      ·2022-07-25
      $Tesla Motors(TSLA)$volumes are about to explode as EV adoption soars and TSLA capacity rockets higher.
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    • AlexandreLicAlexandreLic
      ·2022-07-22
      $Tesla Motors(TSLA)$generated $621M free cash flow in 2Q (before $936M BTC proceeds) even with China volume at 60% of normal and with TSLA ramping up two “gigantic money furnaces.” For FY’22 TSLA still likely to generate ~$9B in FCF, and in FY’23 ~$20B FCF. With $18.9B cash, only $66M debt not tied to vehicles or solar, and annual run rate EBITDA of $15B, TSLA likely to be upgraded to an IG credit this quarter. The real question: What to do with all the excess cash flow over the next five years, which we est could total $170B?The best use of free cash flow (highest IRR) remains building new gigafactories once Berlin/Austin are ramped up. After all internal projects there are only four external uses of cash:- share buybacks (My preference)- dividends
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    • AlexandreLicAlexandreLic
      ·2022-07-21
      $Tesla Motors(TSLA)$BREAKING: @Tesla has released their Q2 earnings & beat expectations.• Earnings: $2.27/share (non-GAAP) vs. $1.77 exp (most didn't induce BTC impairment)• Revenue: $16.93B vs. $16.75B exp• Auto Geoss Margin: 27.9% (vs 27.6% exp)• $1.95B GAAP net income• Auto GM % ex-ZEV: 26.2%
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    • AlexandreLicAlexandreLic
      ·2022-07-20
      $Tesla Motors(TSLA)$Earning call tonight!Most people expect a drop in Tesla's gross margin in Q2 but I'm calculating an increase. Tomorrow will be interesting.Non-GAAP EPS:• My estimate: $2.18• Consensus: $1.77Automotive Gross Margin Excl Reg Credits:(was 30.0% in Q1)• My estimate: 31.1%• Consensus: 26.2%
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