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  1. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I agree, but that's just how it is I guess. They want consistent profits, and solid growth...
  2. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Don't worry their time will come as well if it doesn't change.
  3. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Analysts and investors aren't asking for much. They just want profitability and growth. As long as the narrative is unprofitable "as long as..." + demand slow down. The SP will be bearish
  4. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Shortsville population took a few months vacation to Hawaii apparently ... :D:D
  5. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Of course, but the problem is that they need to accord each other on the terms. And the big question is which terms are they willing to accept or not. And to get those terms accepted, who is going to give up first, and until what point of pain they'll get until they accept the terms....
  6. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And I also wonder psychologically if it has an effect on Chinese customers. China is a very centralized country, and the government influences everything. If the Chinese government start to cast a bad light on US products, I wonder if it can affect the choice of Chinese to buy a Tesla
  7. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes but until then... :D 7 weeks gives a lot of room to go on the downside
  8. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's not a lie. But I understand why people might think that. It comes from a misunderstanding of the development of this tech. A lot think it's about "programmation", they think the software dev are basically writing code for the car to operate in different environments. It doesn't work this...
  9. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I've talked to people in the industry. They don't think it's an impossible deadline.
  10. S

    Near-future quarterly financial projections

    Yes but raising capital isn't "free" either. You always bring more people on board to whom you'll owe after (in this case not at a fixed date, but still...). Point is there are many logical reason other than just wanting "to prove" to not raise capital.
  11. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I've got say though, the numbers are a nice reality check for many people here. I remember when a while ago I was talking about how Tesla needs to be prepared in case there's a recession to have enough cash and have a healthy P&L. And people here completely brushed me off saying that Tesla are...
  12. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    TSLA is getting destroyed, imo if you're not leveraged , and invest for the long term, I think it's a good time to load up.
  13. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Still prior guidance of 360000-400000 re affirmed AND "US orders for Model 3 vehicles significantly outpaced what we were able to deliver in Q1". Fundamentally I'm okay with the report, however the market might not see it that way right now...
  14. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tbh I think leaked informations and fighting FUD just (few days-weeks) before the actual official numbers are released is bad. Because even though the leaked informations and the fight of FUD are not on really mainstream medias, it probably still get to the ears of some of the fund managers and...
  15. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think there's many things he could fix before taking on the SEC issue though.. lol
  16. S

    Market politics

    Probably really controversial opinion here but : IMO, it just displays the Nobel Peace Prize has lost its value. It's almost a sign of disrespect from the one who really have the power. Like "Oh youu guyss are so cutee, heyy look we think about you, we're giving this prize to this amazing...
  17. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Goldman: Tesla's earnings and deliveries likely to disappoint this quarter, so sell the stock Well.. I mean... reading traditional medias, is there anything that's not disappointing regarding Tesla ?
  18. S

    Market politics

    Yes but those without student loans have still one less burden. All else equal, it is better if you have less to take off your paycheck. Especially as student loans can't be be declared bankruptcy on. You're stuck with them no matter what :/
  19. S

    Market politics

    It depends. I don't know about doctors. But many jobs that are "in demand" right now could get hit really bad in a turning economy. When the economy "turns", those who will have loans will be in a way worse situation than those without debt. If they're unable to pay for the loan, they might lose...
  20. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla has many really competent managers. And Elon is an amazing CEO. He needs to be the CEO in order to instill the vision, and make sure the company is going on the right path. Which is one of the main role of a CEO. And he's doing a great job accomplishing this task.
  21. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I thought they said they expected a slight profit but wasn't sure. Now, it's most definitely a loss.
  22. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon said Tesla will probably post a loss on Q1 2019. Elon Musk says Tesla will probably not be profitable in the first quarter of 2019
  23. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Bloomberg - Are you a robot? MODERATOR'S In-Line Hammer: THIS ABOVE kind of post is precisely what any number of Moderator actions and deletions over many months have been targeting. It wastes other members' time; it is simple laziness. DO NOT post un-referenced, un-explained references...
  24. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Apparently the market didn't really appreciate the news : -3% post market close
  25. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Nahh can't be that. I thought about that, and every time I think something is going to happen, is never happening .. so... u_U
  26. S

    Tesla Investor's General Macroeconomic / Market Discussion

    I think 2019 is going to be a fairly positive year for the market in general. There was this kind of massive correction at the end of 2018. It cleared a lot of overvaluations and overheating. The fed is more cautious, and might not even raise the interest rates at all this year. China-US trade...
  27. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, sell the news, but be careful about what the rumor can shift to ... there can be rumors about many things :) ...
  28. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So guys you have forgot about Tesla Model Y reveal next month, or you just think it won't happen ? :D:D:D
  29. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla shares fall after Consumer Reports says it will no longer recommend Model 3
  30. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Also the official language in European countries isn't english except in the UK. And even though many people do speak english, a lot don't so... it's a little bit tricky :D
  31. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That was my favorite hobby, when I was 12 yo.
  32. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's funny how Tesla haters want to claim being the "rational" beings out there. While all their claim is downright comedy.
  33. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As someone living in France right now I'd say 2 things seem to stick out in my eyes : 1. Communication is really bad in France. A lot of FUD, or even worse, they're just ignorant about Tesla. They simply don't know what Tesla is. It's the same in most other countries, but at a larger extent in...
  34. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Given the potential TSLA has, I really don't understand how long term investors wish little things like " Hope it goes to 280s, hope it stays <300...". Guys when the SP will be >2000, you won't care if you bought at 280 or 320...
  35. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think Fremont goal was 500k/year total vehicles including Model S, X. Here I'm talking only Model 3.
  36. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    "Barring unexpected challenges with Gigafactory Shanghai, we are targeting annualized Model 3 output in excess of 500,000 units sometime between Q4 of 2019 and Q2 of 2020." http://ir.tesla.com/static-files/c5722c36-29db-4e33-a9a7-c33f254aff04
  37. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    "Barring unexpected challenges with Gigafactory Shanghai, we are targeting annualized Model 3 output in excess of 500,000 units sometime between Q4 of 2019 and Q2 of 2020. " http://ir.tesla.com/static-files/c5722c36-29db-4e33-a9a7-c33f254aff04 10k is still the goal, but not this year.
  38. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I can already see the headlines after ER on Wednesday : " Tesla profits fall by X% on Q4" ...
  39. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think this year is going to be a very volatile year (more than usual..). So be prepared to experience tons of good days/bad days without a good understanding of what's really happening. Global economical growth is going to slow down, investors are going to be wary. But I also expect a...
  40. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not so sure it comes from Larry. It's just that now because the hardest part of the production ramp has been pretty much achieved. Now they simply shift their focus to prepare the field for the more affordable Model 3. :)
  41. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As automation improves, a lot of employees are going to be let go. Basically 3 months ago they needed those 130 employee to produce X amount of cars. Now they only need 121 employees to produce that same amount because of improvement in automation.And still grow.
  42. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Bears have ammo for still some time. Even after Q1 profitability, they'll say : - That's it backlog is finished, demand is fading, sales are going to fall. So last time it is profitable. - Model 3 was profitable only with dual motors, long range, P... once they introduce the SR, they won't be...
  43. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Maybe, but I doubt that they will stop producing European cars just to be able to deliver everyone of them without any being in transit. I think they'll produce consistently for Europe without caring much about transit.
  44. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So who will hit 400 first, NFLX or TSLA ? :O
  45. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon Musk's Bad Week Gets Worse as SpaceX Lays off 600 People Ahh c'mon.... wonder if will affect TSLA tomorrow
  46. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'm not sure but I believe the ER is usually released the first Wesdnesday of February, so probably on February 6th.

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