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

Search results

  1. S

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

    I think with a little imagination it would not be so bad. Something like this: tesla mobile supercharger megapack with a 200kw generator in there too (there probably is even space on that trailer for a 200kw generator). Generator keeps the megapack topped up as the megapack in turn charges...
  2. S

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

    Quick question for those in the know. TSLA GAAP EPS from their deck was $1.98 for last quarter and macrotrends shows its growth over time (The graph is beautiful). It all makes sense. But then I hit yahoo, MarketWatch and other websites and they show Q2 2022 EPS at $0.76. It is not GAAP vs...
  3. S

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

    Indeed, its quite fun really :) http://www.ceconline.com/PDF/Tesla-Anti-Handbook-Handbook.pdf
  4. S

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

    Semi off-topic but one nice tidbit on the Joe Rogan interview was the conversation about the new model S and its yoke (and lack of stalks). Apparently the car will work out if you want to go forward or backward based on sensors and history (did you back in, or drive forward into the parking...
  5. S

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

    Likely they bought around the 33k mark (He tweeted "In retrospect, it was inevitable" and added #bitcoin to his twitter). That $1.5B is now worth around $2B already. That's another 500M in a few weeks. Bitcoiners also like to meme occasionally about buying Tesla's with their gains. This...
  6. S

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

    Would be good if someone were to ask this in the earnings call next week... "How are Tesla dealing with the global chip shortage?" I would add it to SAY.com, but I am in the UK so cannot participate :(
  7. S

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

    Good spot. So I did some digging and a reverse image searches. Looks like this was taken in Nov 2019 and was not at the shanghai giga. This could be a machine for Tesla (before it was delivered?)... or it could not be related (who knows the what the sources were for the person on Reddit). LK...
  8. S

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

    So I just saw the picture of the casting machine in China. Do we know if this is just for the rear sub-frame (more likely, as they talked about it) or can it do more (unlikely, but mind blowing if so)? I am wondering if we can work it out from the picture by looking at the length of the...
  9. S

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

    Patent describes that it has better conductivity as a main element. So it appears that it is for use in electrical components (they show motor parts in the Patent).
  10. S

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

    Yeh, I had something Similar. Needed to renew my w-8ben form and send it in before the 31st Jan, or they will sell all my US shares. Realised this on Sunday and rushed it in. Will call them tomorrow to make sure it is processed! My own fault for not opening my snail-mail...
  11. S

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

    Share price is hanging around 375... But RSI is dropping like a rock. I got a good feeling about this...
  12. S

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

    Kinda OT... But this was massively under-reported. In my office of 400 people, most with BMW's had the recall after a while (which took weeks of work each), 1 car exploded on the drive home (written off, happened before it was recalled) and one car had a small engine fire due to the fault (was...
  13. S

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

    BTW, note that deferred revenue liability went UP. So there was around 800m of deferred revenue in the last quarter and now that is over a billion. If they did recognize some of the FSD deferred revenue, it cant of been much, or that would be lower. Caveat: I am a noob at this! Might be wrong.
  14. S

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

    It's great, I could get free parking in my city (without having to apply for a special pass thing). BUT not sure I want a green plate on my car... Not exactly a complimentary colour that goes well with white/grey/blue/red. Maybe I am being picky (We currently have white on front, yellow on...
  15. S

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

    Holy sugar, look at the volume. Whats going on?
  16. S

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

    Someone at the Nurburg Ring (I think he works there?) posted something VERY interesting on Instagram yesterday... "Trust @elonrmuskk , he is an engineer." and posted pictures of a performance Raven S, with different wheels (fatter tyres?) and a gurney flap on the spoiler... Misha on Instagram...
  17. S

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

    So a question (sorry of already covered). How much differed autopilot earnings are there stacked up waiting to be booked? I expect if the August enhanced summon is as good as they make out, they can potentially book some of those differed earnings. Sure its not full FSD, but they will be...
  18. S

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

    Link to email leak? The only reference to that statement I can find was in September 2018.
  19. S

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

    Ok, Thanks! I got it. So selling those 14k inventory cars means we can get the profit on them (20%) of around 140M, meaning still 560M profit to find. 188M costs were non recurring, but that's still a chunk to make up. Now I understand.
  20. S

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

    So a question for the experts here... I know this discussion has been had before (was unable to find any juicy bits in a search) but I heard several times that "A profit in Q2 is very unlikely". So AFAIK the main reason they were -700M in Q1 mainly due to an additional 14k cars in inventory...
  21. S

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

    Wow... This was just posted on Reddit: And counting : teslamotors Showing 618128 cars currently "online / registered" with Tesla. Someone is about to get fired. If end of Q4 2018 Tesla had 531268 cars delivered (is this right?), that means currently, there are 86,860 already manufactured...
  22. S

    TSLA Market Action: 2018 Investor Roundtable

    I think they are actually referring to a hint that was given. That there will be a big announcement in something "far from oil" in the "Future Investment Initiative conference" which is actually on the 23rd (until the 25th). So not the 18th. And may well be nothing to do with Tesla.
  23. S

    TSLA Market Action: 2018 Investor Roundtable

    I think you got it there! Look how he switched red and the black emoji... The red is now black.... :) That with the "profit and loss" poem... Tesla are now in profit.
  24. S

    TSLA Market Action: 2018 Investor Roundtable

    Tweet from Elon just now: Elon Musk‏ "Stockholm: it’s not just a syndrome" European GF location? Their main exports are industrial machinery and cars... Geographically does not look like the best place though? Am I grasping at straws? :)
  25. S

    TSLA Market Action: 2018 Investor Roundtable

    With the RSI at a casual 65.9 :)
  26. S

    TSLA Market Action: 2018 Investor Roundtable

    Any ideas where we can get up-to-date stats around the level of shorts? Something like the loan rate, currently available shares to short, etc. Would be really handy to get a feel for the amount of covering going on. If a real short squeeze kicks in, no one knows if we are talking 600 or a VW...
  27. S

    Space X Option Package

    Or skip the fan and just have an outer cowl... A bit like a ramjet / dyson air multiplier type affair. If we had around 150Kg of air (as A X 3 found with the off-the-shelf COPV from SpaceX) with an ISP of 70 in a vac (possibly more?). That is a significant amount. 1000n thrust over 10...
  28. S

    Space X Option Package

    I can see this... A model 3 motor attached to a high pressure pump. That would give you an (up to) 190 kW compressor, no? Also Elon mentioned a while ago that their COPV tanks run at 380 bar (which then survived re-entry!). Maybe more like 70Kg of compressed air, give-or-take at that...
  29. S

    TSLA Market Action: 2018 Investor Roundtable

    More than stamping... a video I found that explains it: An example: Software staging all the cars that requested white body colour together, so the paint shop can do many more cars before needing to clean out the paint kit and switch colours. Some of these concepts could really improve...
  30. S

    2017 Investor Roundtable: TSLA Market Action

    From Electrek : “Tesla is working with the Shanghai Municipal Government to explore the possibility of establishing a manufacturing facility in the region to serve the Chinese market. As we have said before, we expect to more clearly define our plans for production in China by the end of the...
  31. S

    2017 Investor Roundtable: TSLA Market Action

    Can a short squeeze still occur if many of the shorts are fairly "new" ? Will the effect of the squeeze be less? I am a total newbie to all this.
  32. S

    2017 Investor Roundtable: TSLA Market Action

    My screen shows a trade at 345.45 just over 2.5 hrs ago. Nice.