Member Info for Strike123

As long as she buys in millions that's all I need!

If Tufan announces any news about entering narrow body aircraft then share price will literally double in a weeks time!

The news will come for sure. It is just a matter of when and not if!

One thing is sure, once JPM fires David Perry, he is not going to be recruited by anyone else! David Perry you lost your credibility. Why look stupid still when the share price doubled than your predictions since last year?

With him losing credibility, I don't think any other analyst would want to come up with such outrageous predictions. It is just a prediction and nothing else.

Those price targets by Cathy are not realistic but such price targets help atleast support the current price and many investors will be happy if the price hits $300 again!

I think once the inflation is in back door, Tesla will soar. Hopefully second half has mild recession and money comes back into growth stocks. There is lot of money sitting on sidelines.

Cathy bought yesterday but still it dropped by 10%. Hopefully her purchases gives assurance to those who are thinking of selling for loss.

In another news Tesla increased prices of Model S and Model X! Finally that is some good news?

Wood’s firm disclosed it bought 219,810 shares of Tesla in its flagship Ark Innovation ETF and another 36,213 shares of Tesla in its Next Generation Internet ETF.

Staunch and longtime Tesla bulls, Wood and Ark also released their projections for the automaker's future stock performance on Thursday, offering up quite the rosy picture.

Ark set a $2,000 base case scenario for Tesla’s share price in 2027, an 11-fold increase, setting its bearish forecast at a $1,400 share price and bullish at $2,500, eight-fold and 14-fold respective jumps

Driving Ark’s lofty expectations for Tesla were its forecasts for the company’s robotaxi, or driverless ride hailing, segment, projecting $200 billion in 2027 revenue from the unit in a bearish scenario and $613 billion in a bullish case, a seemingly tall ask for a division that currently brings in no revenue.

A 2022 Fortune Business Insights report predicted the global robotaxi market would surge some 6,000% from $1.7 billion to $108 billion from 2021 to 2029, still far, far short of what Ark expects just Tesla to rake in by 2027 in the unit. No analyst has a price target for Tesla above $310, according to FactSet.

https://www-forbes-com.cdn.ampproject.org/v/s/www.forbes.com/sites/dereksaul/2023/04/21/cathie-woods-ark-buys-42-million-in-tesla-predicts-1100-rise-for-the-slumping-stock/amp/?amp_gsa=1&_js_v=a9&usqp=mq331AQIUAKwASCAAgM%3D#amp_tf=From%20%251%24s&aoh=16821076724753&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Fwww.forbes.com%2Fsites%2Fdereksaul%2F2023%2F04%2F21%2Fcathie-woods-ark-buys-42-million-in-tesla-predicts-1100-rise-for-the-slumping-stock%2F

It is ridiculous that celebrities are complaining about paying just $8 a month for Twitter subscription!
Nothing is free in this world. Will the celebrities do free shows without taking money? Atleast one show?
Facebook copied the idea from Elon and yet no complains on FB!

Certainly buybacks didn't stop SP falling from 500p! SP down by 50% despite the buybacks. All that money went into the drain? They could have first targeted the debt and get it reduced to under 500m. If HBR can pay off the outstanding debt this year then that amount is reduced from profits this reduced tax? Net effect is that HBR is debt free! Then do the increased buybacks and dividends but is the WIndfall tax on net profit after deducting all company expenses?

Glencore reporting another bumper profits of $2bn. Why not target every ftse100 listing for a windfall tax if the profits are greater than $2bn! Why only target oil producers? Why not banks and others!

Could it be better that HBR itself gets acquired by another company?

Ross Gerber is holding 440k shares still it seems! He didn't like price cuts and said there are many levers to pull instead of price cuts. Tesla really need to get that $25k car ASAP. They need factory to produce those $25k cars in big volumes as easily a 1M orders can come in a quarter for a $25k car. They need new factories to meet the demand.

setup new factories in Mexico and more other countries where costs are low and for these investments margins need to be better to make money. I do not think such aggressive price cuts were needed. 30% cut is just too much. Bad move. Hopefully they learn the lessons and stop with the price cuts!

It is painful to watch the price go down. My avg is $230 with 25k in. Should have could have added at $105 for £10k. That would have helper break even at $200 I guess. I will not top up anytime soon. I guess it will take a week to forget the results and then moves with wider market. May be trade a little in between. Let's see what broker targets are. Wedbush comments are in?

margins will take a hit when you price cuts are done but it is not too bad and don't think 7% drop in share price is warranted. This 7% figure seem to be a common figure being aimed at by the traders and then price goes down further in next few days. I will top up depending on how low it goes. It could hit 150s tomorrow and even lower next week.

Probably they shouldn't have done such aggressive price cuts so early this year. Inflation is coming down in US and in second half it could fall further with it the interest rates and that could bring back the demand and more orders? I don't know if the plan is to increase the prices again later this year once they know that 1.8M target is possible? If they can increase the price again and meet 1.8M target then that would be awesome. Tesla Energy business is 148% up YoY so that is another segment to look forward to.

so Tesla Mode Y available for delivery in June and BWM not until September?

In the upcoming update, if there is a hint of dividend then 175 easily. In anticipation of dividend news, SP could easily climb to 160p and on announcement of dividend, 10% rise takes us to 175p.

Prime, just read the Times article, useless, nothing new that we don't know.
Even I saw the spike to 528 this morning!
Nice broker targets coming in GL

another round of price cuts on the eve of earnings, which is not a problem as long as it helps with meeting the delivery target of 1.8M. Market is eagerly waiting with interest on the impact of price cuts on margins. No doubt price cuts reduces the margins but by how much is what matters. Even with price cuts if the margins are not hugely dented then I expect a very good positive reaction. As per reuters, analysts average profit estimate has fallen by about 2.4% in the last three months, which I think is not bad. A little dip may be to $175 and then should start moving back up.

In the current climate any big funds would invest in company that is still making money than taking risk in a company with profits in future. Money is going to companies that are making profits in the high interest rate environment. So definitely Tesla is the one to be in? What other BEVs are making money?

CPI figures sill at 10%. Another rate hike coming but for EZJ with low debt, rate hikes should not be a problem? EZJ very well placed in the current inflation. Ticket prices will stay up for this year but with EZJ discount model, EZJ bookings are getting sold out quickly.

IAG Net debt -

Net debt at June 30, 2022 was down €688 million since December 31, 2021 to €10,979 million
Net debt at September 30, 2022 was down €609 million since December 31, 2021 to €11,058 million.

As of Feb 2023, Net debt came down to 10.38 billion euros from 11.6 billion in 2021, which reduced by 1.22 billion euros.

IAG had a net debt at Dec 2019 was 7 571 billion euros so current debt is nearly 3 billion euros more than in 2019, which is not huge considering the profits made by IAG with fuel costs coming down.

SP in Dec 2019 was around 420p so current price is bit undervalued. It should be more like 200p. I would say 175p is just about right price IMO.

Giggey, am not desperate for a bid. I'm only suggesting that eagles will be eyeing EasyJet as it is massively undervalued.
I'm not suggesting any particular figure for a bid. Anything less than £10 is a rip off.

Giggey, there was a takeover bid for EZJ last year or the year before! So it is not bs as you think.
With share price undervalued and UK equities being snapped up cheaply in few sectors, EZJ could be a target again considering low debt and improving margins. Thank me when a bid comes in.