Recent content by agelston

Seriously. Musk states in his hyperloop design "A quiet supersonic plane immediately solves every long distance city pair..." a 50/50 SpaceX + Tesla joint venture should start developing small, private electric planes. They are currently technologically feasible. See the study below With the...

Yup And i've been thinking, to get even more crazy, a virutal utility of tesla cars. O and using the superchargers to advtise the cost of energy per mile in gas terms on large signs by the highway. 200 in the northeast, they see cost 10gallon $/gas/miles cost charge $/battery vechine/miles...

There is always another chance to buy with no news gaps. I'd say 33 before 38 based on the chart

It's going to get killed over the next 3 months. Sorry. No institutional buyers stepped up post earnings, shorts covered enough pre earnings to gather some firepower. The cost to borrow tesla shares dropped from 25% to 5% at my broker post earnings. No reason why. Nasty few months, pre...

Does anyone actually know how much they get in EV credits per model S? The only numbers I could find were from 2010. And I don't think they can be right. Cause if they are then EV credits total about 15k/car. ​Edit:Actually might have found it Getting 6k/car from their 2011 10-k numbers...

Sell slightly OTM puts 2 months out. Buy them back 2 weeks out. Rinse and Repeat.

k finished going through the report. Key things I got out of it. A cancelation rate of about 30% from rolling reservations to nonrefundables This puts the 6000 reservations/quarter closer to 4200, less then their 20k/year production rate but within reach. Still no demand problem SG&A is going...

"In the first quarter of 2013, we expect to generate slightly positive net income, on a non-GAAP basis. We also expect to be near breakeven on cash flow from operations" NON-GAAP net income. Not meaningless, but not real profits. Near breakeven is not breakeven, and is a much less confident...

Anyone know how many stores they had in Q3? Their SG&A is actually a pretty big factor. 8 million increase from Q3 to Q4 due to the opening of 8 service centers and ? stores (32-Q3 stores at year end) If the 8 million comes mostly from the service centers, then their plans to double the...

Reposting the numbers for canacelation rates "Q1 cancellations are likely to remain elevated" To get the cancelation rate "As a result, we added more than 6,000 new reservations in Q4, up from almost 2,900 in Q3." "After deliveries and cancellations, our net reservations at year end, were over...

"We ended the year with more than $221 million in total cash, after having made the first quarterly principal payment of $12.7 million to repay the loan to the U.S. Department of Energy (DoE) on schedule" "In Q4 2012, our negative free cash flow (cash from operations plus capital...

This isn't the real reaction yet wait for the conference call. I only skimmed the report but nothing is a huge red flag. problems "Q1 cancellations are likely to remain elevated" To get the cancelation rate "As a result, we added more than 6,000 new reservations in Q4, up from almost 2,900...

Not bad. Gross margin 8% is disappointing but they are sticking to the 25% outlook

Good Idea I'm actually not holding my position into earnings. May be an awful decision but I sold out at the end of today. Tomorrow could be the start of an absurd run. But we just had an absurd run. Given how much the stock has risen in the last month, I'd say we're set up for the final...

Assuming that Elon's post gets picked up by the mainstream media, this entire incident could actually really help Tesla. Data that demonstrates the Model S's ability played for free in many major outlets. This could be a huge blessing in disguise/