Separate names with a comma.
Any SG&A impact?
The scope of NHTSA's Request for Production covers all MY2012 through MY2019 Ss & Xs sold in USA and its territories....
Care to speculate on the September 2019 5,0 RMB credit line to finance vehicles in transit to China? Seems like that's about 8,000 vehicles at a...
"Construction in progress is primarily comprised of tooling and equipment related to the manufacturing of our vehicles and Gigafactory Shanghai...
Why? Doesn't depreciation based on useful life begin when the capital asset (and its capitalized interest) is placed in service?
But, the Warehouse Agreements (WH) allow Tesla to receive most of the cash in the quarter the lease is initiated. The higher GM% on leases may be...
If production is the constraint, it's a teeter-totter: auto sales revenue[not subject to deferral] (which is fully recognized in the quarter a...
Acquisitions? Tesla paid $207 million (all stock) for MXWL--of which $105 million is intangible assets and $79 million is goodwill. Tesla paid $96...
In 2Q19, Tesla delivered 89,214 non-lease new vehicles and increased the warranty reserve by $153.2 million or $1,717/delivered vehicle. In 3Q19,...
The Boring Company did not reinforce the Hawthorne tunnel with steel before abandoning it, Are they reinforcing the Las Vegas people mover, Loop...
That's cash from financing (debt) which accounts for nearly all the increase in the cash balance.
The solar glass is 15" x 45" or about 4.7 sq. ft. How thick? What weight/piece? How are field cuts made for penetrations. ridges, valleys,...
Good summary of why Tesla's TAM is limited to re-roofs --we tried for over a year to get Tesla to work with our custom new home builder-zero...
Watch the "hard to borrow" fees as the early indicator.
Sounds risky Which fault line do I live on? A guide to the major Bay Area faults
Please share the details of the bids and your cost-benefit analysis. Is your damaged roof composition shingles? Is the damaged roof water tight?...
Regulatory credits. Apparently, Tesla has not been selling (California) ZEV credits recently: In California: Between September 1, 2017 and...
The exposure is not from first party claims but from third party litigation. Tesla "self insures" its product liability exposure.
Enough to pay lobbyists and max out legal contributions to influential state legislators' campaigns.
Tesla takes zero used ICE vehicles as trade-ins; they match whatever wholesale value the appraisers from CarMax Cars.com, AutoNation,...
Multiple ones (there have been over 90 documented deaths but not all resulted in litigation). For each settlement, Tesla's outside counsel has had...
It really depends on the additional detail provided in the 10Q, but here's a couple SWAGs: One possibility could be "Net changes in liability for...
Can you cite a single wrongful death suit against Tesla that has been tried? TeslaDeaths.com: Digital record of Tesla crashes resulting in death
Cash & Equivalents increased by $376MM during the quarter but Tesla's debt increased by $363MM; $294MM was non-recouse--China In-Transit line?
The Twelfth of Never. Gruesome cases like that are quietly settled after the plaintiff's shark (usually on a contingency) runs up the defense...
The loan was approved in the fall of 2009 after Tesal bunched Roadster deliveries into July 2009 to report "a profitable month" giving the new...
Tesla, TSLA & the Investment World: the 2019 Investors' Roundtable Tesla has been taking in trade-ins for seven years and lease returns for four...
Yes. But a -20+% gross margin is a loss of $119 million in 3 months at the gross profit level (i.e. with no allocation of SG&A).
S & X tooling has likely exhausted units of production volume basis--which (along with no impairment in 3Q19) could be part of the reason...
WE provide a manufacturer’s warranty on all new and used vehicles, production powertrain components and systems and energy storage products we...
Warranty work is Auto Sales COGS not Services & Other.
It's primarily losses on used car trade-ins and lease returns.
Total Deferred Revenue 2Q19--$2.066B Total Deferred Revenue 2Q19--$2.185B How much was deferred vs recognized during the quarter? From the 2Q19...
For first nine months of 2018, Energy generation and storage revenue was $1,183MM with GM % of 12.4% For first nine months of 2019, Energy...
It's depends on how the buy side analysts at institutional funds assess TSLA's growth prospects. Net Income was $143 MM or annualized at $572 MM....
Pretty much up to Tesla's discretion for quarterly filings. For annual report, it's more about convincing PWC that they can justify the amount of...
Major difference between 2q19 (-$408 MM net income) vs 3q19 ($143 MM net income) or $551 MM difference: Gross Profit $157 MM ex credits Other...
Not shares. It's an option grant as compensation for serving as a Director.
FTFY. That's just silly. Energy is what matters, not carbon.
Either or both--show your calculations
+++++ Run a life cycle energy balance and let's compare results.
Another round of "Cash for Clunkers"? All the destruction of the embedded energy in useful clunkers with remaining lives of decade or more for a...
P***** in the wind. One of five activities elder gentlemen should refrain from.
Legislators or TxPUC staff? If the latter, that can quickly change until the Intervenors tie it up in a T&D utility's rate case docket. Look at...
"50 GW of wind, 28.5 GW of solar and 5.7 GW of storage in its interconnection queue as of June.... The developer declined to provide financial...
Or early 2014. TSLA has been dead money going on the last half dozen years--it pays no dividend. Either trade it or bet on that little ball...
CAFE & GHG penalties are nation-wide and apply in the US and its northern neighbor. FCA deal is all EU. You can research CARB's annual ZEV...
Sounds like investment in a Texas T&D utility might be prudent.
Debt repayment is immaterial to FCF.
There goes the Auto VIEs, but then along came "slo walkin', slo talkin"" FCA. Recognition of "Mouse nut" credits like ZEV, GHG & CAFE are still...