₦airaland Forum

Tinubu will suffer atiku complex, people see him as a thief

He should save his money, power isn't gained by being a politician, it's by owning industry, dangote is very powerful


Politicians are puppets

Cribs in paris

lexy2014:
And u believe her story?

are you minding that gullible guy

He bought the generator, people mocked him for buying that kind of generator and now he asked her to spin it to connections, una no get sense for this country at all.

BlueMann:
Chelsea and Man City after the FA Cup draws

trophyless

4k passagers a day, that's impressive, 2k by 4000 people is 800k

Loan servicing 400k a day

Maintanance 100k

Salaries 150k

State governments 50k

Federal government 100k

Almajirihunter:
My guy suddenly becomes Zidane against jghgjjjjffy, one’s he see Ndidi next e go enter shell back

bloody sugar honey iced tea like you

One touch accuracy with left

[img]https:///media/1-11-2021/eLSOV0.gif[/img]

meetgaya:
you don't hire auditor but appoint, and there is no specific amount. depends on the size of company and the auditor

absolute authority

how can capital of 2m generate more than 500k profit

uuzba:
What do you mean by Mandela method?
Mandela was a native indigene fighting against oppressive foreigners in his land.
Does Nigeria have a foreign government?

he acting like a voice for the voiceless, it's the same campaign mandela ran

Sowore is foolish

Mandela method can't work again, people are distracted, nobody really pays attention anymore, he should build his party from state level and into a national party

We are back


They can still ban you again

Make your own platform na


Ur intelligence no reach there?

If someone sends you a dm on instagram, they want to ask questions about something they saw or discuss business

On nairaland they always want to beg you for money


I hail una ministry

steady986:
If I'm the Nets I'm trading Kyrie's a*s to Houston for Harden. At least Harden is always available to play.

It's 11 games into the season and the Nets have found out they have a big problem. Not just about Kyrie not wanting to play for unknown reasons, also because this partnership has shown signs that it might not work.

It's strange that the Nets are 5-6 after 11 games, I don't care how much KD and Kyrie have played together. They're actually 3-3 when they've played together so it doesn't matter. And I'm sure the Nets are now realizing that they actually need a coach unlike what Kyrie said.

kyrie thinks that he is bigger than he actually is, he is very talented but not in the way that can make him a stand alone star but the brother is chasing that, maybe he expected to overshadow KD based on KD's injuries but KD is exploding, kyrie shld accept that he is a plug and not the engine, you shld be happy, if that team should click they will be formidable.

They way kuzma's averages have increased since THT emerged

OJURONGBE1:
Harvest and Timothy don find him level, typical nazi behavior; always preying on the [b]weak




Yo! Damn right

same you will mock me for wishing players bad


Look at you right now

Sulele04:
I am very happy with this win at least pressure don reduce we can build momentum.
iamj TalabiAudu User09 are currently in pains.

pain me, i wouldn't lie

BlueMann:
Just imagine..all these jargons, and for what!

To avoid panic mainly.

Ibime:
Tesla is not getting 35% of any market. They will be lucky to get 10%. China, Africa and a good chunk of Latin America already rule them out of that market due to Chinese restrictions and availability of electricity in the third world.


When we start talking of $25k cars, Tesla Net margin will drop to Industry standards. Ford makes $2.2k Gross profit per car for example.

Take another approach - About 65 million new cars are sold per year. Going by Ford's average Gross profit per car of $2k, that is $130bln per year. Again we can assume after overheads, $50bln of that is net profit. So once again, Tesla would have to control around 44% of the total car market in the future with a payback period of 38 years to justify it's current valuation ignoring inflation.

The current behemoth of the auto industry, Toyota has a market share of 10% and we still have other players to come such as Google, Amazon, NIO, other Chinese and many Euro consolidations and buy outs of smaller EV companies with good EV technology in Europe. So putting Tesla at 44% market share is nuts.

Same argument again Tesla isn't just a car company, they make so many other products, do you know how much they will make with their trucks, autopilot technology, solar roofs, power walls, Ev battery sales and Ev component sales, you are using just their car business to scale the growth of the company they have vertically integrated the production of most of their component manufacturing that alone will not only give them outside sources of revenue but the research done at that level can be aligned to limit the overall cost of the car

i don't know, if you know Ray Dalio, he has been buying and holding tesla stock, that guy doesn't fool around with his money, how many people have gotten rich shorting telsa?

Let's get to some numbers to see Teslas potential slice of the pie. Total yearly revenue of all auto companies last year was $1.03trn. Net margin is 4-5% so let's assume $50bln net margin. To get to valuation, let's multiply by S&P500 current PE Ratio of 38 which is $1.9trln. Tesla valuation is already 44% of that.

There is still more demand than supply, compared to other car manufacturers, economics of scale you know these things na, has tesla peaked?

The current behemoth of the auto industry, Toyota has a market share of 10% and we still have other players to come such as Google, Amazon, NIO, other Chinese and many Euro consolidations and buy outs of smaller EV companies with good EV technology in Europe. So putting Tesla at 44% market share is nuts

how many decades before these companies meet up? 35% is more realistic but before it even falls to 35% it will be remain in high 70% for decades and by the time these companies make a product that can rival telsa, they will be so far ahead in R& D wise, that it will be almost impossible to beat them, 35% is very possible.

Zion Williamson is averaging 20ppg

If he continues at this pace

Ibime:
Tesla is not ahead of any self-driving technology. Waymo owned by Google parent company is a couple of years ahead of any competitors. Self-driving relies on sensors and maps, there is no kryptonite technology that Tesla has over anyone else.

Battery storage technology can easily be caught up, even the Chinese will do it and are already doing it, and have more EVs on the road than Tesla including buses.

Electricity storage revenue for Tesla is only 6% of their revenue, and is for storage of small quantities of electricity. Electricity companies have been storing electricity in grids in the Megawatts using batteries, compressed air etc for decades. Where Tesla is leading right now is in compact battery storage which can be caught up.

All these are just the same arguments we hear in the cult of Elon Musk echo chamber to justify some overvalued prices and keep such overvaluation going. Google through its investment companies also have thousands of technology patents and are at the cutting edge of many technologies but you don't hear them being hyped like Tesla because they don't have a personality cult following.

telsa have been very private about their self driving technology, msm will put waymo ahead of tesla cause theirs uses maths

Nothing in this life teaches faster than experience and that is what tesla is getting with all those cars on the road using autopilot

They are training the AI and making it much better


People in the know, know that tesla is far ahead even if they don't release information about their AI like waymo and co


Waymo is building a child, tesla is training a child

these loans aren't direct cash

But make una wail

Ibime:
Ok, let's get back to numbers. Let's assume Tesla has a $25k car and sells more than VW, BMW and Mercedes combined are selling now.

Tell me why they should be currently valued more than Mercedes, Toyota, VW, BMW, Ford, Honda, GM, Chrysler, Peugeot, Nissan, Hyundai who already control almost all of the market and already sell most of the $25k cars.

The market has a finite number of car users so valuation must be tied to that. As for battery storage, I want to see how much of Teslas revenue comes from that which is less than 6% of their revenue. I'm not swayed by the salesmanship on Elon on Twitter who will make out like storing 10KW of electricity in batteries in Australia is the best thing since sliced bread. Energy companies who really do this will be laughing.

the future is battery, we are slowly moving away from petro carbons, if he achieves battery energy density of at least 50% that of gasoline, do you know how much that technology is worth, let's not even talk about royalties that it will fetch tesla

The company isn't just making cars, they have cytertruck and tesla semi

If what they are planning to do with batteries is successful, tesla will be the industry leader in anything battery, be it trains, planes, helicopter or ships

When amazon started, people thought he was crazy and never believed that he will dominate that sector globally

Abi it's blockbuster and Netflix

Tesla is doing to car manufacturers what iphone did to nokia

Ibime:
These are all power of network companies whose value is derived from their number of users. Just like tiktok can overtake Badoo in ten days, it's to be expected. Besides Google and Facebook got their PE Ratio to a comparable value against the rest of the market within 5 years of listing. How long are we giving Tesla?

Tesla on the other hand derives it's value from sale of discrete units of product so we have to tie it's valuation to that and the future prospect of sales, not some network growth theory. European, Chinese and Japanese car makers will catch up and will get support from their Govts to do so, both in terms of subsidies, tax breaks and technology sharing, while European car users are often fiercely loyal and won't easily dump their national car companies for Tesla. Regulatory ban on petrol and diesel car sales does not come into force in the EU until 2040 and believe you me, they will get their companies ready for it, not just hand over the market to Tesla. Tesla valuation is driven by a dream 20 years from enforcement that requires them to own like 50% of market share. That's impossible.

35% is alot and you aren't even considering the fact that they own most of the patents for the technology, each tesla on the road is feeding tesla valuable information

Self driving technology alone is worth billions, tesla is ahead by decades

Battery production is another cash cow waiting to be milked

tesla's capacity utilization is 72 per cent 72% is a big deal for a car manufacturing company

They wouldn't own 50% of the market, they will own like 35% same thing they said about apple when android began to blow up, isn't apple still standing, make good products and people will place you above local brands

nitrogen:
I agree with you that Tesla has products (aside cars) for customers. Most solar+storage developers like Tesla battery packs, most municipals prefer to have Tesla charging stations (to enable them achieve their smart city goals).

Elon has got big dreams, and he is an execution guy. That is what people are buying. Investors believe that he can achieve the other big stuffs he has in his pipeline because there is low execution risk. Ambition and execution ability are very important.

My fear is that Elon is going to break the conglomerate into several public companies. Check out Brookfield. Conglomerates typically trade at discounts, so he might want to have the companies listed. Of course, it will affect those currently invested in the holding company, except there will be some sort of compensation.

I don't think that he will break tesla into smaller entities, he has never discussed this, the only idea that has been floated is breaking starlink from spaceX


The others compliment tesla and spaceX but they aren't profitable entities able to stand on their own

Neurolinks is still in research phase, boring company is drilling an experimental tunnel in california, I think they are broken up finely

Maybe american government will go after him if his companies get too big but I don't think he will break them

spaceX is his biggest cash cow, it's smart keeping it private for now but that company will eventually be almost as big if not bigger than tesla

As of right now , only spaceX has real space exploration goals with a path in play, if they make space travel cheap, let me not talk much.


He invested 100m in spaceX and 70m in tesla

I don't need to tell you which company he values the most

Ibime:
I'm not sure it's about riding a few lows. If Tesla valuation was 1/10th it's current value, you could say "Yes I believe they will be worth that in the future" with their technological superiority.

By that I mean, they could be worth $80bln if they actualise their potential and take a good fraction of the market. They are currently worth $800bln. BMW, GM are worth $40-$50bln. So you see, they are looking Tesla like "na only you waka come?" just like how IWG was looking WeWork.

they are the leaders today in electric cars manufacturing and the other brands are decades behind them


Also the world is slowly phasing out combustion engine, tesla is still going to grow and explode like amazon did, they will dominate that market for a very long time

Also they have vertically integrated most of the component manufacturing, they not only own the patent to important future technologies but they are the leading force like apple did with phones


People like Micheal burry that are shorting telsa are going to lose hard, if things continue at current pace, they will not only achieve that possibility of a $25,000 car but they will be able to handle the demand, that is the day engine combustion death stopwatch will begin

Energy density for batteries are improving, it will soon catch up with fuel and then it's a matter of when not if

Electric cars are the future and one company has vertically integrated that future today

Underate Tesla at your own peril

Unlimited22:
We're saying the same thing. Wework were a landlord masquerading as a tech company, bamboozling investors with buzzwords and having a greedy idiot as a CEO.

Tesla, on the other hand, actually have a product that people want to buy. And they are working on growing and monetizing their Network of charging stations for other EVs, which is why they want an industry standard charger across board. That will give them a signifucant first mover's advantage.

Plus the work going on, on hydrogen fuel cell technology.

IWG are a landlord too with a billion dollar valuation, and they are PROFITABLE.

Tesla's valuation is excessive and it will definitely ride a few lows, but their tech can actually carry them to even more highs. It's not just cars

Wework, on the other hand, sold a dream and had a cash injunction that made those valuation ridiculous.

don't know why people can't see that.

cruise

The way this issue will escalate soon