Search results

quick psa for those who like to share info on various spreadsheets. these are the tricks i use to post my models each quarter. use a formula in excel like this... the example below goes in cell b5. put the row title in cell a5 and the numbers to present in c5,d5,e5,f5...

i am struggling with my financial models and their results for the rest of the year. i think i have done everything reasonably well but would like to hear what others think. you may find the inventory evolution odd: it's because i am modeling tesla gaming the 200k cutoff for the us tax credit...

i need help understanding warranty provisions. please review the following items from 10q's for q1, q2 2017. notice q1 2017 provision for warranty = 66,822 notice q2 2017 provision for warranty = 52,797 q1 + q2 = 66,822 + 52,797 = 119,619 notice the total provision for six months ended...

my earnings model for q1 2018. comments welcome. thank you. …luv q1-18Dec-17Sep-17Mar-17 ls veh % total0.230.230.210.26 avg price s+x98.0098.15100.84108.06 avg price model 353.0053.0053.000.00 revenue auto sales ex 31,645,0282,148,2412,064,3902,000,060 auto sales mod 3433,54081,72611,7660...

now that delivery numbers are out figure i would put out a preliminary q4 estimate. comments welcome, i usually fine tune the model based on forum discussion. thanks. …luv q4-17Sep-17Jun-17Dec-16 ls veh % total0.210.210.190.25 avg price s+x103.00100.86107.27103.28 avg price model...

at the request of @surfside, i am posting my modeling for q2 2017. this is a pretty crude model based on 12,025 s deliveries and 10,025 x deliveries. i am not expecting any meaningful positive surprises unless they sell a big chunk of zev credits (more than i modeled). looking forward to...

Dear Elon. I think you must read these forums from time to time, so I thought I would drop you a line. As I had posted on this forum, your recently announced earnings beat was quite obvious months ago to someone who was willing to study the situation. On the conference call you said you...

i was curious if the factory events would include at least a partial tour or a look at manufacturing? some of us can't take delivery at the factory so this would be a perfect alternative.

so google is sitting on a huge & growing pile of cash looking for something to do with it. i imagine one of these days they will partner and/or set up a joint venture with tesla to develop driverless teslas. a tesla seems to be the most logical vehicle choice for the google technology as the...

i've addressed reservations once or twice in the q1 earnings thread. but now that i'm convinced q1 earnings are going to be quite good, my focus shifts to the future. how will tesla do the rest of the year? the shorts seem to be quite keen on the reservations issue. they cite high...

there's a pattern of trading which indicates a large player is using options to hold on to a rolling naked short position. looks like maybe millions of shares. since the sec has tightened up their naked short rules it's harder for funds to put on naked shorts. but this guy has figured out a...

got this tidbit from a broker this morning. the cost for a short seller to borrow shares of tesla is now 85% annualized. wow. that may not be the cost all year, but it is the cost now. ouch ouch and double ouch. Name Tesla Motors Inc Number of Lenders with Inventory 3 ISIN Code...

hello all. my first post here. been following this company a long time and i luv them. i have been thinking about first quarter earnings a lot lately, esp after the last call when elon was adamant they would be profitable. until the 10k was released i couldn't make the math work. you guys have...