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When Moody's did their credit rating increase in January (conveniently the day before Q4 results), they used up to Q3 2021 results. For the financial factors they listed to further upgrade, two of the interesting ones were these: - sustained EBITA (Earnings Before Interest, Tax, and...

In the report Q3 Adjusted EBITDA is 23.3% while Q4 is 23.1%, which at first looks like a drop in EBITDA growth, which the algos might not have liked. Some quick math on the adjusted EBITDA backing out the one time payroll tax hit from Elon’s options. Adjusted EBITDA Q4: 4,090m Plus Elon’s...

If you look at Tesla’s 50% growth rate guidance averaged over “several years”, you get pretty close to Elon’s goal of 20m vehicles per year by 2030. Obviously in some years they will do more than 50% or less based on timing of new factories etc. but it gives a decent projection out to the...

TSLA 777.77 S&P 3777.77

The other incidents last year after the rebalancing were changes made because of mergers and acquisitions, or spinoffs of companies already in the index, so the committee had to make the changes after the rebalance due to the timing of the events. See the excerpts below: NEW YORK, Sept. 17...

If they did announce it tomorrow, could they also ask the European exchanges to halt trading on Monday while the US markets are closed so that all trading can resume at the same time on Tuesday? I don’t know if there is any precedence for this, but seems like an option to avoid some volatility...

For those wondering about options, the OCC posted their memo yesterday about how options will be affected by the split: 5x the contracts, 1/5 the strike price, so they are treating this like any other split for options. Thanks @willow_hiller for sharing Apple’s memo the other day...

I ordered two about 30 minutes ago in Canada and got 112843XXX and 112844XXX

The V10 update is getting rolled out in Canada today, but doesn't include Smart Summon. It took a long time to get regular Summon after it was released in the US, so wouldn't expect it anytime soon for Canadians. Will be interesting to see what European countries get it and when. V10 in Canada...

I just got it downloaded in Alberta, I have FSD and Advanced software preference on. Looks like it has everything but Smart Summon in it.

I'm picking up the exact same configuration from Calgary on the 14th! VIN is also 1071XX. My DA first emailed me on Aug 30th and I emailed back the same day. He then called on Sep 1st to schedule my delivery and gave me choices of Sep 11-14 to pick up. If I waited until the next week he said I...

TWTR also missed on user growth during their earnings release and is down over 16%. Looks like the market is just being dragged down by this.

Looking at the Model 3 market share graph in the letter, Model 3 looks to have about 26% share in April 2018. Mercedes C Class is just barely above them, maybe about 28% market share. From Mercedes website, they sold 5,148 C Class in April. Going off that, Model 3 sales in April appear to be...

One thing I haven't seen mentioned yet about the 5k per week guidance in march is customer expectations. Many of the model 3 buyers are first time Tesla buyers. Could just be wishful thinking for my own reservation but I would imagine they definitely do not want to change delivery estimates...

Looking at the supercharger access, I wouldn't make any big changes here are they discontinued the free supercharging for all vehicles ordered after January 15th. So with the overhang vehicles and all of the orders made before Jan 15 that ended up being delivered in Feb and Mar I think most of...

@luvb2b I dug into the EAP revenues and based on my initial research and calculations, I think they will recognize about $67.5 million in Q12017 (this is my base case). My bull case puts them at $90 million and the bear case at $45 million. I’ll break down my assumptions over the take-rate of...

Thanks for sharing, very informative. If you look at the DCF (first pic), they are forecasting Tesla to hit 500k units delivered a year starting in 2025 (vs guidance of producing that many in 2018). And this is the BASE case....

I believe as a new member you need to have like 6 posts before you can edit. Might be a different number but it's something like that

That's good news! However it only seems to be redesigned for the American version of the site. On my browser, all of the other countries are still showing the previous site with the Model S. Perhaps they are still in the process of updating the rest.

They got a bunch of emails re the timeline of the whole process. So TSLA board has approved the deal, which is why they announced it yesterday. Then it goes to SCTY board for approval. Then DD happens "promptly, hopefully done in the next 2-3 weeks" Then shareholder vote would be sent out...

IMO, I suspect EM thinks that SCTY will hit FCF + in the next 6 months (likely Q4 as guided by SCTY). The shareholder voting process does take time to send out the votes, give the shareholders time to decide and submit their vote, then count the votes. This is usually done through paper mail...

At start of call before EM talked, Tesla had their general counsel on the phone, who basically said that since EM is a >5% shareholder, they needed to update his Schedule 13-G (Statement of Beneficial Ownership) with his intention to acquire SCTY, hence the timing of the announcement.

SCTY increasing cost/watt is sales cost in Q1. That cost will go other direction (ie down) in sales cost through TSLA, when they sell the panels in their tesla stores. EM thinks SCTY will actually be a net cash generator for tesla. He reiterated that SCTY will hit the FCF + in "short order"...

I couldn't open it in firefox but worked in chrome

Tesla Motors Conference Call | Tesla Motors on right now just started 5 mins ago

Hey all, over the weekend I went through the Q2 Model X delivery threads and compiled a list of VINs, delivery dates and delivery estimates. It seemed like at most ~60% of the posters there use the ModelXTracker, so hopefully there are some new data points here. There are 268 entries, with 143...

Up nearly 10% AH what's going on???

Uid may be more of a User ID, which could be created when you first reserve a Tesla or any type. Can anyone with multiple reservations or multiple Tesla vehicles confirm if they have the same Uid for both?

Not an owner, 3/31 in Calgary store at 10:15am MST. 380xxx

I stumbled across this Model 3 reservation counter today Tesla Model 3 Reservation Counter. It claims to be "The most accurate forecast available for your Model 3 delivery date". Right now it's at 455k reservations and provides an estimated final delivery date of July 2020 for reservations...

Anyone else having trouble plotting out the model 3 ramp? If they produce 100k-200k model 3's in 2017, they likely have less than 5 months to hit that target (I would say 4 months since EM said volume production 'several months' after the July 1st deadline). On the low end, they have an average...

Letter is out. Bumping up 500k per year to 2018. Reaffirm yearly guidance

Already down over 5% at open. Crude Oil chart - live oil prices Might drop more as more markets open

350k is my bear case. My projections are 390k. Which I get to from: - 130k in first day. - 260k after three days (additional 130k over next 2 days) - 390k after seven days (additional 130k over next 4 days) I suspect that more reservations were made in the last three weekdays via word of...

Apparently there is a live counter displayed on the stage with the 3 cars (see the pic in this tweet Abstract Ocean on Twitter ). It's showing 126,648 as of 7 mins ago. Update: Make that 128,268 now Abstract Ocean on Twitter

We have 76 lined up at the Calgary store. Opens in 15 mins

From this article, Here's The Aussie Queue To Pre-Order Tesla's Model 3 it looks to be about 50 people lined up at both Syndey and Melbourne stores (article was posted BEFORE stores opened). Tesla posted this on their Twitter and Facebook page. There's no guarantees that all of these people...

There are more pics with lines being gathered on Tesla's Facebook page. Lines shown there that have not been reported above are: Fort Worth, TX Walnut Creek, CA Toronto, Canada Tesla

Not sure if this has been mentioned yet but the latest iPhone is set to launch on March 31st in Apple stores (online pre-orders started today though). Coincidence? Any thoughts on the impact to the Model 3 launch? Are there lots of Tesla stores in malls near Apple stores? Imagine the headlines...

SolarCity (SCTY) February weekly 28 straddle priced for 22% movement. Also, for reference, Disney (DIS) February weekly 92 straddle priced for 5.8% movement.

Just came across this article. Delivery numbers seem really optimistic (vs the numbers suggested by many of you guys) Thoughts? Tesla Motors Inc (TSLA) Q3 Earnings Preview: Analysts Are Optimistic

Watch for an overall rally in the market today. Nobody wants to see the S&P 500 stay below 1650. If it opens above 1650 prepare for some volatility as TSLA loves to overexaggerate market movements. Might even cancel out Tesla Tuesday :)

Thank you! I'm out of the country and can't access the stream. Good luck to all of you in the coming days :)

Could any of you fine folks provide updates on any interesting points from the conference call?? That would be fantastic! Also many thanks to all of you for your great insights and contributions here on TMC. I was on the fence on tesla on Friday but after stumbling upon this gold mine I went...

From the newsletter it sounds like the -.17 is comparable to the 0.05 reported including lease financing.

$285 a share also means a 100% run up from where we closed today. That's one hell of a short squeeze ;)