저자: ChamathPalihapitiya · 외국인
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테슬라 주가 급등 배경에서 자사주 매입(10~100억 달러 규모)이 현금흐름으로 가능하다는 주장이 제기됨. 2024년 1분기 잉여현금흐름 22억 달러 전망, 현금 189억 달러, 무부채 언급. 반도체 트럭·사이버트럭 양산 기대와 로보택시·옵티머스 성장 기대 제시. 다만 자막이 자동인식이라 발언자와 세부 수치 신뢰도는 낮음.
다듬은 글
prepare to start your day off right with some thrilling Wall Street gaming news we're going to discuss a subject that's been in the news recently in this video the current surge in Tesla stock confirms what we already knew despite the skepticism surrounding the leading electric car manufacturers you should never sell your Tesla stock consider the unfortunate individuals who were sold on January 3rd at a price of approximately $18 you won't want to miss this video as Elon Musk gives investors a soothing message while the stock price Rises so have a seat and let's explore the realm of enormous financial gain from Elon musk's electric cars please hit the like And subscribe buttons before I leave a week after Singaporean billionaire Leo kogan said that a 100% growth in earnings or a repurchase of Tesla's stock is the only thing that can pull the company out of its current slump Elon Musk offered just one sentence to reassure Tesla investors the current price of a share of the company is 17354 after musk's letter the stock price quickly recovered because investors saw musk's response to the largest shareholder in the third quarter as a definite sign that he may approve a stock repurchase in May of last year billionaire Leo kogan tweeted Tesla's head of investor relations Martin Vita recommending that the business announce a $5 billion stock buyback due to the company's ongoing share price fall although musk gave a cryptic remark that might have made it unclear what he hopes to achieve if anything he's still interacts with his followers on Twitter every day in another tweet kogan said that Tesla's free cash flow was 2.2 billion during the first quarter of this year and predicted that it will rise to 8 billion and 10 billion by the end of the year kogan contends that the repurchase should be funded by Tesla's free cash flow and shouldn't deplete the company's $18 billion cash reserves in an open letter to the board of directors of Tesla co-founders Gary black and David callus of future fund an investment vehicle in which Tesla has the majority ownership recently suggested a $10 billion share repurchase we believe that now halfway through February is a great time to buy your company stock this is due to Tesla's present exceptional Financial standing which includes nearly zero debt and the acquisition of 1 18.9 billion in cash and marketable securities the open letter to Tesla was posted on Twitter by the ACT he stated in it that Tesla's board should consider A10 billion plus share buyback now that the company is selling at its lowest forward P of 37x on Wall Street 2023 EPS since Co with 1 18.9 billion in cash and no debt Tesla is already selling on Wall Street at its lowest Ford PE 37x since Co resuming his remark on Twitter black stated that the future fund is suggesting BuyBacks worth $10 billion over the following three years Optimus Dojo intends to invest $1 billion in biopc over the course of the next three years as they are growing initiatives the automated taxi service is one instance of a growth project black tweeted the following warning after his last message remember there are only five places to put your extra cash paying down debts profits from Investments dividends and when and when short-term noise causes shares to fall as is occurring now out of the five choices stock repurchases and capitalization on cash reserves are probably going to deliver the highest return on investment the fund manager informed the board the fund manager did however also note that it is doubtful that the BuyBacks will have any impact on Tesla's Financial flexibility meaning that management of the firm is free to continue with BuyBacks as long as it sees right he pointed out that from Tesla's perspective BuyBacks are preferable to dividends since they offer long-term capital gains and more benevolent tax treatment conversely 5x can be managed as an opportunity arises unlike dividends which are hard to change after they are set when a corporation decides to purchase back its shares of Tesla an electric vehicle manufacture what impact does this have on the company and its shareholders by repurchasing shares from current shareholders a company can increase the percentage of ownership held by each investor and consequently concentrate its shareholder value by doing this the company shares value is kept from declining repurchasing corporate stock has several benefits for businesses including lowering the total number of outstanding shares removing the need for dividend payments and maintaining a stable stock price the buyback plan has been the subject of a lengthy board discussion although all board members concur that a repurchase would be a good idea Tesla's management is still Keen to follow the proper procedures before making any kind of acquisition during the company's most recent earnings call which covered the third quarter of 2022 Tesla CEO Elon Musk stated that various concerns had been addressed by Tesla Executives mus conform Lane that even if 2023 might turn out to be a challenging year for the business Tesla still has the ability to carry out a 5 to 10 billion repurchase it should be mentioned nevertheless that the board of directors had to evaluate and approve this musk made the point that in contrast to Market teams which prioritize the short term it's critical to concentrate on the long term which encompasses things like the manufacturer of Tesla's much awaited model 3 and potential stock rep purchases both the cybertruck and the Tesla semi are still expected to arrive on schedule because the Tesla semir Tru is an all electric vehicle with Advanced safety measures it offers a glimpse into the future of transportation we are going to start ramping up manufacturing of the Tesla semi a Max low heavy truck that is also a class H Truck and a class of truck on December 1st with its vast range and spacious interior designed to offer maximum protection the Tesla semi- sports impressive features musk promised to personally witness the delivery of the company's first semi-commercial trucks to Pepsi musk has declared that he will greatly increase the production of semi starting the next year the company is currently on Pace to begin early production of of the much awaited Tesla cybertruck in the middle of 2023 according to Polaris moravi head engineer at Tesla who previously predicted that the cybertruck was nearing the end of its development musk went on to claim that experts think these two products in addition to the publicly available Tesla models currently on the market will help Tesla grow even more furthermore Tesla has been diligently developing its full self-driving or FSD technology in the Tesla rooc cab we have completed the engineering for cyber trucks and semi at this point musk said I see a potential path with Tesla being worth more than Apple and Saudi aramco combined following the observation that Saudi aramco's market capitalization is over $2 trillion and Apple's is around 2.2 trillion musk stated I see a potential path with Tesla being worth more than both of these companies musk was after making his first statement he was eager to explain that the process will not be a walk in the park and attributed his success to luck and expansion management Elon Musk clarified further saying I should emphasize that when I said that maybe today I see a road in an extremely very difficult path to reach for Tesla has as much market share as apple and Camco combined I wasn't including Optimus if the human aerobic Optimist does well this suggests that Elon Musk expects Tesla to be worth more money than was previously estimated the Electric Vehicle Manufacturer will rebound from its recent stock price reductions and it already has an according to experts they encourage Tesla invest vors to maintain their current Holdings of the company's share subscribe to this channel if you're interested in learning more about Tesla stock and want to hear more 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