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No - I am taking delivery of my model 3 at the Marina Del Rey delivery center tomorrow ;) surfside
can you say which ones? surfside
Solid coverage of the discussion by the following guy on twitter: Smerity @ NIPS2017 on Twitter surfside
maybe i was hearing what i would like to hear, but it wasn’t 100% clear to me whether elon was referring to the amount of time to ramp to 10k per...
[ATTACH] [ATTACH] been meaning to post - was driving down to Orange County from Los Angeles on Tuesday and was stuck in traffic reading TMC on my...
Given the high yield market backed up this week as part of the risk off trade, I think this sounds about right and would agree that this is...
You are absolutely correct that having access to IG-type rates and being rated IG are two separate things; I was just clarifying that we cannot...
The ratings agencies are much more focused on debt / EBITDA vs. debt / equity, so profitable earnings from the Model 3 on an EBITDA basis is the...
While Tesla's EBITDA is likely going to ramp rather quickly (and therefore the Company's debt / EBITDA will decline dramatically), it is extremely...
Agreed @SBenson re: your prediction of the rough coupon in the ~5% range. Personally, I'm pleased to see they aren't issuing convertible bonds...
My prediction: -within one month of the pricing of the proposed $1.5 billion of unsecured notes, Morgan Stanley will upgrade TSLA to overweight....
@luvb2b, you taking a crack at working on 2Q earnings estimates, or not worth the effort given the lack of upside potential given disappointing...
Not much time to post but I can clear things up - Baird's note just included a reiteration of getting to a 5k run rate (equivalent to 250k per...
Not true - there was a new Baird note yesterday following management meetings. surfside
I think a lot of folks are in a similar situation; I'm currently evaluating selling calls at one strike higher than my jan 2019 LEAPs to allow...
If the stock drops and i sell those calls less than a year out at a gain, I will indeed have to pay short term capital gains on those calls. If...
@MitchJi, to make it really simple, i would like to deleverage my TSLA position somewhat through selling my Jan 2018 LEAPs given i) the...
I'm proposing selling calls, which would move in the opposite direction of the long calls I hold (therefore I would effectively lock in the size...
Ok, I wanted to circle back to this discussion, as I finally heard back from my tax advisor regarding constructive sales. Here were the two...
Totally understood - I really appreciate the insight you have already provided. I will consult with my tax advisor and report back what I learn....
Thanks so much for the detailed response @neroden -- I've been meaning to ask the following question regarding your comments -- given I am dealing...
Well you can't say we didn't try! The dramatic drop in NCI's is surprising to say the least; I just got off a conference call so I haven't had a...
so UBS did update their EPS estimates 2017; Q1 was revised from -0.39 to -0.90 and the subsequent quarters were actually revised upwards such that...
interesting tidbit - Paulo Santos just published an article indicating he closed his short position last week given the potential impact of the...
Totally agreed. With where the stock is at heading into ER (at least as of close today), this is going to be an interesting earnings, that is for...
so I caught up with my broker and they confirmed that it is not possible to hold both the long and short side of an options contract. thinking...
i appreciate the sentiment; still think it is worth evaluating my strategy going into earnings. I'm inclined to agree with you, but i have been...
This question should probably be in the beginners options trading thread, but figured i would go ahead and post here, as it is a potential trading...
so one of the things that has been bugging me since the 4Q 2016 earnings call was elon's comments about the model 3 when pressed about a final...
while i historically haven't been a frequent poster, i've enjoyed contributing to the Q1 2017 thread, and i have been thinking for a while that it...
I just double checked the numbers, and they are right: -0.39 GAAP 1Q2017 EPS after taking into account NCI's. Their full year GAAP EPS for 2017 is...
what I find most interesting about your table (thanks for picking up what I started and making it way better btw) is that UBS (of all people!) has...
@luvb2b thanks for confirming - when I saw the following comment, I assumed you thought UBS's estimate of NCI's of $338 was just for 1Q 2017. I...
@luvb2b just realized in reading your latest update that misread my comment re: UBS's estimate of NCI's - the $338 number is their estimate for...
@luvb2b good catch on the Morgan Stanley numbers -- I had input Q1 2016 numbers instead of Q1 2017. Sorry about that. Taking a look at Morgan...
You're absolutely welcome -- looking forward to your revised thoughts. Also, I checked and I am not seeing the latest JP Morgan report on Capital...
Capital IQ doesn't have the note posted as of yet; I will post in the 1Q 2017 thread if and when I get access. surfside
Ok, so here is my compilation of the various equity research analyst Q1 2017 forecasts (I've also noted which ones forecast NCI's): BankPrice...
i've posted my compilation of equity analysts' Q1 forecasts in the Q1 results thread here. surfside
Ok so I've gone through all of the equity research reports that I have access to in detail; some interesting findings -- seems I missed a couple...
So I've read and re-read that language about five times now, and I'm trying to wrap my head around what they are suggesting in that language. In...
Based on my understanding, I don't think you got the first part right -- when SolarCity is building a new system, the installation and panel costs...
From the reports that I looked at yesterday, only Raymond James actually broke out NCIs as a separate line item, so I don't think it is possible...
I searched a little more, and Ben Kallo from Baird (one of the more bullish equity research analysts, who also happened to previously cover...
Great idea and interesting to get confirmation of that number (especially from an institution with a bearish view like Goldman). I have access to...
you're welcome - the least I could do given all the work everyone else has done. I think you are right re: accelerated depreciation - this...
I'm not super excited to do so, but perhaps I will do some reading on hlbv. I'll look back at your old posts to find the links for my pleasure...
I tend to agree (which is a big reason why I didn't invest in SolarCity as a standalone entity), but like it or not we now have to deal with the...
Thank you for all your good work on getting into the details in order to try and produce a robust model, particularly with regard to SolarCity. I...
So before you posted about some of the depreciation related to tooling being linked to production, my base assumption was that all depreciation...