Today I watched Rob Maurer’s Tesla Daily and he went through a spreadsheet of extremely conservative figures. He assumed a 25% growth rate up to 2030, which is half of the 50% that Tesla plans. And the car business, using conservative figures, came to a figure of approximately $670 Billion valuation. The FSD software, assuming 25% of car owners pay for it, and at $200 a month, came to another $620 Billion stock valuation. That comes to about $1.3 Trillion total stock valuation. And these do not include any of the revenue from the energy division, which Musk believes will be as big as or bigger than the EV business.
Using other less conservative figures he showed figures that were up to $3 Trillion. So his conclusion is that this recent slump in stock prices has no consequence in Tesla’s long term future outlook. I think it’s an opportunity for others to buy more shares of TSLA.
This Tesla Gigafactory in Austin, Texas is immense! Over 5 million square feet! And it’s being built in less than a year!
Credit: Joe Tegtmeyer
Drone’s eye view – about 20 min. video
