GLJ Research, LLC
@GLJ_Research
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Today, we lowered our '24E yr-end price objective on $TSLA to $23.53/shr, from $24.33/shr prior. In short, we moved from using a 20-yr DCF analysis to value $TSLA (which involves thousands of inputs), to employing a much more simplified P/E multiple framework. @GordonJohnson19
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See @GLJ_Research discuss Cleveland Cliffs now rejected bid for U.S. Steel🧑🏭, as well as the current state of the U.S. and global🌎steel markets⛏️.
bnnbloomberg.ca
Gordon Johnson, CEO and Founder of GLJ Research, joins BNN Bloomberg to share his thoughts on U.S. Steel's rejection of an unsolicited offer from rival Cleveland-Cliffs and a rival offer from Esmark,...
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We are excited to join the venerable @SullyCNBC on @LastCallCNBC tonight, at the top of the hour (i.e., 7pm EST), to discuss $TSLA, and, among other things, @kimbal Musk's recent ~$20mn sale of $TSLA shrs this week. Tune in!!! cc: @GordonJohnson19.
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Today, we discussed our bullish views on uranium⛏️, BUY rated Cameco - $CCJ - what we believe will be trouble in the solar space in 2023E🌞, and of course $TSLA, and it's China sales announced today. with BNN's always SHARP @AndrewBellBNN.
bnnbloomberg.ca
Gordon Johnson, CEO and founder of GLJ Research, joins BNN Bloomberg to discuss how uranium bulls say the price of the energy metal, which has risen about 18 per cent in the past year amid growing...
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Today, we update our thoughts on $TLSA 🧐w/ the venerable @LizClaman on the @ClamanCountdown w/ @GerberKawasaki. Topics will include this week's China 🇨🇳sales, biz outlook, & the @RealDanODowd's superbowl 🏈ad featuring $TSLA "FSD" tech/vaporware. Join us at 3:45pm EST. 🚗⚡️🔌.
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Today, we update our thoughts on $TSLA's 🚗just-reported 4Q22 results w/ @jchatterleyCNN, to include what to expect moving forward, demand, price cuts, @elonmusk's future projections⚡️, and if one should take him a face value.
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RT @GordonJohnson19: Join @GLJ_Research this am as we discuss $TSLA w/ @FrankCNBC 🚗, and what we expect for the all-important 1Q23 guidance….
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Today our CEO/founder discusses $TSLA 🚗 with the always SHARP @TheDomino, focusing on: (a) falling backlog📉, (b) margin-slashing price cuts😱, and (c) $TSLA's position as a tech laggard (NOT leader)🧐. @GordonJohnson19
cnbc.com
Gordon Johnson of GLJ Research discusses the key issues at the heart of the worst year for Tesla's stock on record.
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We've been asked, by many recently, how we arrive at our yr-end 2023E PT of $23.44 (or -82.5% downside from today's closing price). So. here it is, as we've previously published. @GordonJohnson19 @GLJ_Research $TSLA
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"One analyst who did accurately predict a miss for the quarter, however, was GLJ Research's Gordon Johnson, who predicted in late September that Tesla would see Q3 deliveries of about 348,000 versus consensus estimates at the time of 355,000." @GordonJohnson19 @GLJ_Research
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Some mixed Q2 numbers for $TSLA - the TechnoKing @elonmusk saying the problem is production, not demand after the #shanghai lockdown & lingering supply chain issues. but one short-seller @GLJ_Research's @GordonJohnson19 says its a $66 stock - here's why on @CNBCi #tesla #ev #q2
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