Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Search results

  1. J

    Coronavirus

    Check this article out. Chinese govt said Japanese drug is effective against the virus. China says Japan-developed drug Avigan works against coronavirus Might help ease the panic
  2. J

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

    Random thought. Tesla spent only $1.3bil on CAPEX in 2019 but is enough to fuel 50% growth in 2020. Elon says Tesla is spending as much as they need. With $6.3bil in the bank and spending less than half of their operating cash flows on CAPEX, wouldn't it be a good idea to dump the rest of the...
  3. J

    Near-future quarterly financial projections

    I believe auto margins can surprise to the upside. The margins for S/X were abysmal in Q1/Q2 due to reduced production, retooling and heavy discounts on pre-raven inventory. The drop in S/X margins probably played a larger role in the overall auto margins than the inefficient model 3...
  4. J

    Near-future quarterly financial projections

    Any speculation on the amount of revenue recognized due to the OTA update of V10? I understand that they'll recognize revenue for FSD due to Smart Summon, but there is some deferred revenue due to specifically the Over the Air updates feature. My assumption is that the revenue deferred would...
  5. J

    Tesla now RENTS solar panels

    Since your credits for solar production will surpass your cost of utility electricity usage over the course of the year, do you plan on suspending your solar rental momentarily to take advantage of the credits?
  6. J

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

    Hi TMC, lurker as of this year and finally jumping in to post for the first time. Just had a couple thoughts I wanted to bounce off yall. I believe Tesla Solar by itself is a poor business move - however - it will be used strategically to drive demand for its new storage products -By focusing...