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I dont think im obnoxious I am an EV fan, but TMC does not strike me as EV fans, just Tesla fans/investors.

good post, I agree are there shorts here that really dont get banned?

Hi, Short here Curious why BK is looney? Are you assuming they can raise capital forever?

agree with this

Yes, also these were the low margined SR+ versions, so it's even worse The Tesla brand is going to survive but equity holders in the current structure are not going to fare to well in the near future imo

I would advise against Buying, falling knife, etc

oh ya, that I agree with, but I mean, Elon lies....sorry, is "overly optimistic"...... a lot so I never really gave it any credibility Still though, you have every reason to claim a refund based on that, just not if it's because they lowered the price. That's business

I feel like I would be waaaaay more upset about this than a car price change. No one ships a company extra money when they raise the price, why would it be the other way around. But the engine thing would have me irate. Also, seems very coincidental that the badges and spoilers were left off

fwiw, im a Tesla bear and i dont think anyone has a right to complain about the price change. Price skimming has been around for a long time, it's weird to assume you should get a refund.

Asking a question: I read the Tesla Parts catalog only lists 2 types of engines (front and back) for Model 3 whereas the Model S and Model X have 3 types (one extra 'performance' engine). https://epc.teslamotors.com/#/login (gated) I know Elon claimed the 'bin lotted best sigma output' or...

true, but the flip side of that is if that 500m swing was a rebate, then all of a sudden the Q doesnt look very good (300m in profit with 180m from credits, selling the highest margin cars they have with 2 years of backlog). Time will tell

I was way off, took a beating. Congrats to all of you bulls on a great 3Q. With that said, the Q3 report had a lot of interesting things in it. The AR spike is the oddest of all because the banking reason doesnt hold water. Also the strange disclosure of 10% of AR is due from 1 entity (not...

There is a lot of interesting information in the offering circular

Tesla Pension Fund case, very interesting read. Public Portal - Superior Court of California, County of Santa Clara

What? Depreciation for management purposes? That isnt a real thing. There is GAAP/Tax/AMT Management depreciation is not a real thing. I think you mean the capitalization or treatment. edit: read rest of post, ok, you are just talking a different analysis. Not D&A in the real sense, just a...

cool thanks, agree with your assumptions if they can hold that level of demand the margin will still improve big IF on that demand level for P3D and AWD imo

does this assume continued production of ~3-4k week P3D and AWD?

@luvb2b Did you have any FSD revenue hitting in this model?

or.....your name

it's ironic, isn't it

I turned those off, i average more than 1 disagree per post, so i turned off all alerts because it pops up on my work screen and it is annoying

can you link me to this rule? I am unfamiliar

I was on a 30 day ban, i even posted the ever hilarious post of "Back from my 30 day ban, what did I miss?" that got like 14 funny votes. Anyways, if you would like to link me to your post, i would be happy to respond. I probably shouldnt have posted today, and you are right i have trimmed...

VW Denied this, but it isnt worth arguing at this point.

Think about this for a second. What you are stating is "If I hadnt shot myself in the foot, then you definitely would have" And then hating the accused non-shooter for shooting yourself in the foot. This type of thought process is honestly fascinating to me. Shorts dont have anything to...

he did say "Funding Secured" and it is apparent now (and admitted so) that it wasnt true. What I find odd, is it isnt that statement that is the one to really bury him (if he in fact doenst survive this) the follow up one about "pending only a shareholder vote" is far more egregious of a lie imo.

Investor commitment to Tesla is amazing. Most companies would be down a lot more than this on a criminal probe news. Honestly though, even as a bear I see it as a non news story. We knew there would HAVE to be some investigation. Proof is another story. I will say if an email turns up...

seeks "at least 75k" that is to classify it into a category, the lawsuit is for 76m actual lawsuit, for those who choose to read it Dropbox - Unsworth v. Musk 18-08048.pdf

certainly confirmation bias exists. Let me qualify it, i often see "I love my Tesla" I rarely see "I hate my tesla", in fact i have never seen it (i never see i hate my camry either but whatever). What I find common, is in the population of "My Tesla is constantly being serviced" I also find...

thanks for this How about this part: "As of June 30, 2018, we had $710.6 million of total unrecognized stock-based compensation expense for the operational milestones that were considered probable of achievement, which will be recognized over a weighted-average period of 3.5 years. " Any...

i find this sentiment common and strange "Other than always being broken, it was amazing"

should really say "Please stop banning me"

I assumed you were just grouping all us shorts together, but no I dont work in journalism.

just saw all the back and forth from you and @Fact Checking You guys are way ahead of me, i was just reviewing the basics.

Thanks @luvb2b I am glad you are taking a break. Managing yourself is as important as managing your portfolio. It is good to have balance. Just don't be like a Tesla exec and make that leave permanent! (i kid i kid, please dont ban me again) Only response i have, is this is the logical...

JUst to prevent FUD The electrek article reporting the 680m is misleading. They only increased the registered share capital. No funding has been identified as of yet. One can assume they would only increase registered share capital if funding was planned tho.

:(

very interesting, wish he would link sources

NOw that I am unbanned, I can respond. Overall I think you have a great model. I am only going to comment on what i disagree with, but dont take that as an insult just the items I think arent really feasible. am not going to argue revenue and GM because I dont think you are being super...

Man, i want a job that pays me 10m and my biggest complaint is being ignored. I love being ignored at work! If I could be ignored all day every day it would be utopia.

I dont think so. I think Tesla, as a brand, lives a very long successful career. I just think it wont be under the current capital structure. EV's are the future, everyone knows it. Tesla brand (as of now, although this could get hurt) is still the primo name in the EV game, it might always...

there is a 4th reason that is much much worse. However I do agree with you in general. There is no positive way to spin this other than something where Tesla realized this guy was not as competent as they thought. Still, in his spot getting fired is still better. IDK, not a lot of good bull...

Whoa, you are not kidding

Hey guys, im back from my 30 day ban What did i miss?

Not sure how it is bug dust but would like to hear your take Subsequent events fall under ASC 855 (I think), I was trying to make it easier to read but the concept of disclosing material information that occurs post balance sheet date and pre issue date is definitely a requirement per GAAP

In all seriousness, I really hope no one is investing any amount they can't afford to lose. No matter which side you are on. This is not normal, and volatility might be extreme either way

would you mind expanding on your logic?

I havent trimmed at all, but Sunbird has me worried lol

as a hedge or did you close out?

do you know if this is the same process as a 409A valuation? I am guessing yes