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Nice graphical display of Tesla's production ramp at Shanghai vs Fremont. Source

Great analysis on the competitive advantage that Tesla has over legacy automakers: Do legacy OEMs really want to sell EVs?

Interesting data showing the Model 3 vs Mach-E production ramp. This isn’t a perfect comparison, but is still a useful datapoint. From a great weekly news analysis: Auto News Analysis #4

Great post about Tesla's margin expansion and operating leverage: Understanding Tesla's operating leverage

Why Tesla won’t be negatively impacted by inflation/commodity price spikes

I think from a guidance perspective, the letter and call were both great. However, from a financial perspective, there is (and always has been) one glaring concern for me: SG&A costs. This quarter SG&A amounted to over 29.6% of revenues and almost totaled more than their gross profit after the...

Hillary made a few comments about creating jobs by investing in renewable energy. Specifically said she wanted to deploy half a billion solar panels and use a "modern electric grid."

SolarCity deal is official, deal will be announced tomorrow: CNBC Now on Twitter

Happy to see 1 and (unexpectedly) 2 and 3 get announced with today's post. Excited for the future of this company.

Exactly. He also said "It would be really big news if I start (elaborating) here." His body language alone gives the sense that it's going to be huge news. I think it's very likely that they are going to announce their own ride-sharing platform based on autonomy.

Exactly. They are basically saying "if we overcame all of these obstacles, the future shouldn't be that difficult in comparison." At the same time they're countering the bear argument that people constantly shuffle through important positions by featuring employees who've been with the company...

Which do you see entering production first: Roadster 2 or a Tesla truck?

How can Tesla reduce SG&A costs (as a % of revenue) while simultaneously expanding service networks to accommodate for the massive increase in Tesla vehicles/owners?

This is great free advertising. I've seen this video shared on my Facebook feed more than any other single Tesla video I can remember (M3 reveal is close) and it's truly surprising to many.

Tesla driver caught sleeping while Autopilot steers On the topic of Apple/autonomous cars, I thought I'd share this article since it hasn't been posted on the thread. Just goes to show how far autonomous technology really is today. As avid Tesla followers, most of us have a good understanding...

Cadillac has ended production of its electric car after just 2 years So much for the bear case that Tesla is a goner once other big auto companies start putting effort into EVs. Not as easy as you thought I guess.. wonder how many of these "Tesla killers" will be discontinued before making a...

Tesla up to 29,311,876 shares sold short as of 05/13/216. This is the first increase in shares sold short and the highest recorded amount since March of this year. This is after their Q1 ER, which further proves the market's skepticism around the company's projections. Due to poor execution...

I'm really looking forward to the shareholder's meeting, but I'm not expecting any positive news not stated during the CC. If they had any serious, stock moving information to unveil, I feel like they would've either said it during the CC or delayed the capital raise another month or so. Just my...

I know what you were replying to, and I stand firm with my claim that Tesla increased Model S deliveries, year over year, in each individual quarter since the car was released. When looking at deliveries, you must look at them year over year (comparing this year's quarterly data with last year's...

Will happen slowly over the next few weeks - does not happen all at once. MS deliveries have increased each of the past two years by over 50%, and continue to grow year over year. This won't continue, but demand/deliveries still growing at a large clip, as evidenced by Q1'16 MS deliveries...

CNBC comparing Tesla to Valeant right now. This, along with criticizing them for their risk disclosures, are some of the most desperate bear cases I can remember.

That's where we differ. Their 10Q, which was released just last week, specifies that they plan to deliver 50k vehicles in the 2nd half of the year. On the CC, they predicted leaving Q2 at a 2,000 weekly run rate, 40% of which would be X. That implies that they plan to produce over 20k MX in just...

I'm not ruling out a delivery miss, but this post is highly speculative. You're saying that Tesla would need to deliver at least 30k MX to meet 80k total deliveries, implying that they're selling a flat 50K MS this year. That would be a decrease from last year's total, despite the fact that...

Probably just a guess like everybody else. This is far lower than most analyst's have predicted, which bodes well. I think any capital raise at this point will be a positive catalyst because the market is so unsure as to how much Tesla needs and how easily they can get it.

*Preface: this discussion is purely speculative. I think Tesla should only be valued on the products/services they have officially announced and sold to date* Tesla being "only a car company" is its biggest misconception. Their mission statement is to transition the world to sustainable and...

That was part 2. MX was initially unveiled in 2012.

Yep I wouldn't expect Pt II of the M3 reveal until much closer to deliveries. On a side note, when does everybody expect M3 mules to hit the road? Can't wait to see those

Tesla hires a longtime Audi executive to take over vehicle production Great news, based on the CC I think we will hear at least one more name in the next week or so.

http://finance.yahoo.com/news/tesla-eyes-3b-equity-raise-172720706 I can't believe that analysts and authors like this get paid to cover Tesla. The total cost, whether it's less than or more than $3 billion, simply will not be raised all at once. Tesla has never raised more than $750M at one...

Great post, I agree with most of your thoughts. Here's a few things I can add onto your points: 1. I agree that Elon is definitely trying to avoid a "down round" of funding, because that would be his first in over 20 years of managing multiple companies. I believe that he came to the conclusion...

Agreed. I think the best opportunity to shock the market in the short-term is to beat 17K deliveries in Q2 by a meaningful margin, hold off on CapEx until July, and possibly become profitable on a non-GAAP basis or FCF+ for this quarter. Thinking that they will do this in the 2nd half of the...

Capital Expenditures are often included in Depreciation and Amortization, which is included in the income statement, which affects profitability. Highly capital intensive businesses, like Tesla, will see huge differences in EBITDA and EBIT. The former doesn't include CapEx, while the latter does.

With the advancement of Model 3 production goals, I'm not sure this is a likely outcome due to high CapEx spending. They've increased their initial $1.5B spending projection to about $2.25B for 2016. With only $216.9 million dedicated to CapEx in Q1, they still have over $2 billion to spend on...

Elon Musk on Twitter Haven't seen Elon with a sarcastic tweet like this.. something tells me he wouldn't do this if he wasn't confident he'd prove everything they're saying wrong and make them look like idiots in retrospect. Or he could just be doing it for a good laugh, which it also was.

Sure, TSLA has traded in the same relative range for about 2.5 years now with some decent volatility. I'm just saying it would be "probably unwise" to short it, especially while it's near the bottom of that trading range. Shorts may make money in the short-term, but that is doubtful in the...

If history tells you anything it's don't bet against Musk or Tesla.

Here's my two cents on share dilution: (Again, just my opinion, with a completely hypothetical scenario) Since Tesla isn't valued on an EPS basis right now, you shouldn't use that metric when describing share dilution. This is because it's impossible to know when Tesla will slow down their...

Something tells me there will be some short-term catalysts to move the stock price up before an equity offering. Remember that Musk has always raised equity at higher valuations each round, for all of his companies, ever. First off, the way they came out and blatantly said they were going to...

It really boils down to market expectations and the trust that it has in Tesla. This will not change over night. Long-term, we will most-likely see a 10-fold increase in the SP, just not over the next 5 years. Tesla can no longer shock the market and grow over 4x in one year like it did in...

I agree that Tesla's advantages in the autonomous driving field are by far the most overlooked aspect of their potential earning power. However, it's not possible to have over 100% gross profit margin, even if the revenues are multiples of the cost of those goods. For example, if an iPhone...

Based on Elon's optimism about the "super next level" reveal part II, I'm sensing that something huge is in the cards. I agree with a lot of the predictions on this thread about HUD, autopilot, battery pack sizes, advanced steering/controls, specific options/pricing, and increased...

That would be ideal but unfortunately, he would choose SpaceX.

The next few years are going to be very exciting. I wish somebody on the CC had asked how they plan to further expand supercharger and service center development to accommodate for the huge increase in guidance for the coming years. Does anybody disagree with the fact that they're going to have...

"Close to 1 million vehicles in 2020."

Very weird response to the $190/kwh question. Any chance that they're not currently there?

Elon just said he's very excited to announce a few new additions to the management/production team in the next few weeks. Great news to combat the two execs who just left.

Not too much clarity on TE, but two points stood out for me: "We remain on plan to make the first cells at the Gigafactory in Q4 2016" "During Q1, we delivered over 25 MWh of energy storage to customers in four continents." I was under the impression that GF cell production would be late...

Came across this this video today, not affiliated with Tesla but still cool to see how it could look.

Thank you. This is why I feel way more informed reading the forums than the mainstream articles. This wasn't posted anywhere and is given no attention, but it really puts a dent in the bear thesis that Tesla can't profit off of lower priced vehicles like the M3.

It's an Apple emoji and that's just how it's designed - nothing underlying there. I think 100kwh models announced within the next month.