GLJ Research, LLC

Deep Value, Unique Ideas

[GLJ Research, LLC @GLJ_Research]

cc: @GordonJohnson19

[GLJ Research, LLC @GLJ_Research]

$SPWR @SunPower

[GLJ Research, LLC @GLJ_Research]

@TipRanks @GordonJohnson19 @allinjoe @wallstreet_zen Your methodology is extremely flawed when it comes to GLJ. We've told you this time and time again; yet, you refuse to listen. You do NOT get (any of) our work; so, your process does not work for us. So, just stop.

[GLJ Research, LLC @GLJ_Research]

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

[GLJ Research, LLC @GLJ_Research]

@GordonJohnson19

[GLJ Research, LLC @GLJ_Research]

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⛏️. https://t.co/3ii4tWxGQo

[GLJ Research, LLC @GLJ_Research]

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

[GLJ Research, LLC @GLJ_Research]

@GordonJohnson19

[GLJ Research, LLC @GLJ_Research]

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. https://t.co/wCk42KHdeA

[GLJ Research, LLC @GLJ_Research]

cc: @GordonJohnson19

[GLJ Research, LLC @GLJ_Research]

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. 🚗⚡️🔌

[GLJ Research, LLC @GLJ_Research]

cc: @GordonJohnson19

[GLJ Research, LLC @GLJ_Research]

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. https://t.co/4QxgK4x5Gr

[Gordon Johnson @GordonJohnson19]

Join @GLJ_Research this am as we discuss $TSLA w/ @FrankCNBC 🚗, and what we expect for the all-important 1Q23 guidance, where there's EV puts/takes for both the bulls & the bears⚡️, ahead of the company's Q4 earnings 📈report post close today💵.

[GLJ Research, LLC @GLJ_Research]

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 https://t.co/W8VXel6sZv

[GLJ Research, LLC @GLJ_Research]

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

[GLJ Research, LLC @GLJ_Research]

@GordonJohnson19

[GLJ Research, LLC @GLJ_Research]

$FSLR

[GLJ Research, LLC @GLJ_Research]

https://t.co/QM1GLNUcbg $TSLA

[GLJ Research, LLC @GLJ_Research]

"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