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NKLA motors up 100% today---Is founder the next Elisabeth Holmes or Henry Ford

Guest jalebijim

By Guest jalebijim
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Guest jalebijim

Guest jalebijim

Posted
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Cons:

CEO does not have a material science or engineering background

CEO is a very good promoter

Chief engineer used to work as a pinball repairman

No concrete product and lots of hype

Poor efficiencies of hydrogen to electricity transfer, loss of energy from compression etc

CEO sold $70 million of shares at $10???

Massive infrastructure cost for a buildout of hydrogen stations

.

.

.

.

 

 

Pros:

Some good partners like Bosh, INVECO

Were able to raise some capital

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Guest

Guest

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What have Valueact's returns been over the past 10 years? I would imagine pretty terrible since Ubben stepped down this year.

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Guest

Guest

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100% vertically integrated but outsource most of what they do. Lot of buzz words. Unbelievable.

 

But he (Milton) compared the company to Telsa and Amazon. Ubben might be low-balling the $100 billion.

 

Here's my math:

 

Tesla has a market cap of $176 billion. Amazon $1.25 trillion. If we take $176 billion+$1.25 trillion and divide that by 2 (to get a margin of safety), this company should be worth around $700 billion.

 

Market cap is $26 billion so this should get a 25+ bagger. Not bad for a company with no revenue.

 

I wonder how much of these companies get funding because they're going to "save" the world?

 

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Guest jalebijim

Guest jalebijim

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100% vertically integrated but outsource most of what they do. Lot of buzz words. Unbelievable.

 

But he (Milton) compared the company to Telsa and Amazon. Ubben might be low-balling the $100 billion.

 

Here's my math:

 

Tesla has a market cap of $176 billion. Amazon $1.25 trillion. If we take $176 billion+$1.25 trillion and divide that by 2 (to get a margin of safety), this company should be worth around $700 billion.

 

Market cap is $26 billion so this should get a 25+ bagger. Not bad for a company with no revenue.

 

I wonder how much of these companies get funding because they're going to "save" the world?

 

 

 

There are several errors in your guys math and analysis!

 

2020 q1 revenue was $58,000(leaves a lot of room for revenue growth, will provide nice upside for the stock).

 

According to the former CEO Trevor Milton(who is now the chairman) this is a technology energy company, that is primarily B2B focused and vertically integrated via outsourcing.

 

Your $700 billion valuation does not take into account the eyeballs monetization from his Twitter account(yes 1999 metrics are back in fashion).

 

Screen_Shot_2020-06-08_at_8_43.10_PM.thumb.png.bbd2539a347e290a9fba9f2f5ea14580.png

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valueinvestor Enthusiast

valueinvestor

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I really don’t understand how pre-order revenue is more valuable then actual revenue.

 

What happened to Aesop’s one bird in hand worth two in the Bush.

 

I’m invested in SHOP, so I’m not a traditional value investor but how can investors have faith without trying the product or ecosystem?

 

Maybe we’re missing something huge here? Something that will ensure their victory in the market?

 

 

 

 

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Guest jalebijim

Guest jalebijim

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Is that your screenshot below Jurgis???

 

Like how you roll homie, Charlie and Warren ain't got nothing on you! YOLO!

 

Not mine. I would never use Verizon. Is it yours?

 

giphy.gif

 

 

Not mine, got it from reddit WSB.

 

I actually shorted a tiny amount of some deep in the money calls today. Keeping them on a tight leash.

 

Will post a screen shot if they work out and pretend it never happened if I loose money(like most CNBC guests). ;)

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100% vertically integrated but outsource most of what they do. Lot of buzz words. Unbelievable.

 

But he (Milton) compared the company to Telsa and Amazon. Ubben might be low-balling the $100 billion.

 

Here's my math:

 

Tesla has a market cap of $176 billion. Amazon $1.25 trillion. If we take $176 billion+$1.25 trillion and divide that by 2 (to get a margin of safety), this company should be worth around $700 billion.

 

Market cap is $26 billion so this should get a 25+ bagger. Not bad for a company with no revenue.

 

I wonder how much of these companies get funding because they're going to "save" the world?

 

 

 

There are several errors in your guys math and analysis!

 

2020 q1 revenue was $58,000(leaves a lot of room for revenue growth, will provide nice upside for the stock).

 

According to the former CEO Trevor Milton(who is now the chairman) this is a technology energy company, that is primarily B2B focused and vertically integrated via outsourcing.

 

Your $700 billion valuation does not take into account the eyeballs monetization from his Twitter account(yes 1999 metrics are back in fashion).

 

Twitter has a market cap of $28 billion. I didn't realize NKLA had that much revenue. Since Milton also uses Twitter, I think that $58,000 revenue is worth at least $28 billion.

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I'll still say that 1999 was still worse...but I'm not going to lie, it's starting to look like it.

 

With 1999 you had a lot of these story stocks (multi-billion market caps with little to no revenue). Shiller P/E was like 45 and the 10 year was at 6%+.

 

10 year is now less than 1% and is Shiller at 30. Now that doesn't mean the stock market won't drop (in 2007 both of those metrics were also lower than 2000).

 

 

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Spekulatius Grand Master

Spekulatius

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It seems market is weighing heavily on the pre-order of 14,000 trucks that includes the cost of fuel...

 

Apparently people are saying 1999 was still worse, but if that’s the case, I’m just flabbergasted.

 

I think 2020 is far worse than 1999. Compared to what’s going on right now pets.com looks viable in retrospect. I think it should just IPO again and I bet it would surge because if the nostalgia value.

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It seems market is weighing heavily on the pre-order of 14,000 trucks that includes the cost of fuel...

 

Apparently people are saying 1999 was still worse, but if that’s the case, I’m just flabbergasted.

 

I think 2020 is far worse than 1999. Compared to what’s going on right now pets.com looks viable in retrospect. I think it should just IPO again and I bet it would surge because if the nostalgia value.

 

What's making you say that 2020 is worse than 1999?

 

I remember stories on places like 20/20 (or something) about how much money people were making.

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rb Newbie

rb

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Speaking of the free trading. Didn't this happen with the 1999 as well? If I remember correctly that's the era that the discount brokerages came around. Sure free has much more allure than cheaper so it's attracting more people. But going from $100 a trade to $20 a trade is a hell of a bigger reduction than going from $5 a trade to $0 a trade.

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Guest jalebijim

Guest jalebijim

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It seems market is weighing heavily on the pre-order of 14,000 trucks that includes the cost of fuel...

 

Apparently people are saying 1999 was still worse, but if that’s the case, I’m just flabbergasted.

 

I think 2020 is far worse than 1999. Compared to what’s going on right now pets.com looks viable in retrospect. I think it should just IPO again and I bet it would surge because if the nostalgia value.

 

What's making you say that 2020 is worse than 1999?

 

I remember stories on places like 20/20 (or something) about how much money people were making.

 

 

 

NKLA market cap is now bigger than Ford or Fiat Chrysler....... :o

 

Let's party like it's 1999!!!!!!!

 

 

Screen_Shot_2020-06-09_at_8_49.15_AM.thumb.png.135729401596f7336b6f1606e19b3bed.png

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rb Newbie

rb

Posted
Posted

It seems market is weighing heavily on the pre-order of 14,000 trucks that includes the cost of fuel...

 

Apparently people are saying 1999 was still worse, but if that’s the case, I’m just flabbergasted.

 

I think 2020 is far worse than 1999. Compared to what’s going on right now pets.com looks viable in retrospect. I think it should just IPO again and I bet it would surge because if the nostalgia value.

 

What's making you say that 2020 is worse than 1999?

 

I remember stories on places like 20/20 (or something) about how much money people were making.

 

 

 

NKLA market cap is now bigger than Ford or Fiat Chrysler....... :o

 

Let's party like it's 1999!!!!!!!

Da Faq?  ???

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