2017 Investor Roundtable:General Discussion

[dmckinstry]

A dividend by 4Q18 is not out of the question.

Rate this post "funny" at your own risk.

I'd be quite happy with $10/share per annum. Is that too much for a $1000+ stock?

 

[Waiting4M3]

Any mention of ZEV credit transaction earnings?

 

[RobStark]

$100M per the shareholder's letter.

It says negative $100M. What does that mean?

ZEV credit revenue recognized -3.3%?

 

[MXWing]

I am genuinely short 350 shares at an average price of $351. But I am really lucky there, see above.
I knew the deposit was $1000. I was unaware that there was a limit of 2 per customer - so between you, and your significant other, and your mom and dad, you would only be able to reserve 8 TM3s. Which is really a no-lose proposition since the deposit is refundable - specially if you live in California.

I am doing my best not to be a troll. If I'm right and the 99% here are wrong, I won't be here making fun of you when you reach the Kübler-Ross depression stage (after denial, anger, and bargaining, but before acceptance.) I have the potential of $123,000 in profit and limitless losses at stake here, so clearly I'd like to hear the other side of the story - the Model S is a great car and Elon Musk is a genius, does that justify a $53 billion market cap for TSLA - Musk said he didn't think so this weekend. Why is everyone here so sure?

How's that short taste?

 

[Krugerrand]

Listening to the live ER conference call.

OMG am I hearing better audio quality!? Could it be!? Did they actually listen to an advice?

Oh crap. Nope. Elon's talking and it's all broken up. Audio worse than EVER ARRRGH

Actually the audio was very clear for me this time. I heard every word, no problem. But yes, they are obviously aware of the audio quality because they were going to use a new set up this time around, but alas it didn't work so they went back to the old set up.

 

[Krugerrand]

Ah, crap. That was the new system?

We're doomed.

It wasn't the new system. But maybe you all need to check your own listening devices, because I could hear the call crystal clear. Every word.

 

[Zaxxon]

Well, I'll be giving my 4 year+ Model S with nearly 90k miles to my younger daughter (after getting a fully loaded Model X, except for performance) and giving the M3 on order to my older daughter.

Are you accepting applications for additional daughters?

 

[TrendTrader007]

USDA certified me

 

[brian45011]

TOTAL compensation for ALL R&D employees in 17Q3, 17Q4, 18Q1 and 18Q2)

For 2Q17: $57.8 MM

 

[Zaxxon]

It wasn't the new system. But maybe you all need to check your own listening devices, because I could hear the call crystal clear. Every word.

Yes, the malfunctioning system that was nuked just prior to my quoted post was the new system. Considering Tesla's moderator couldn't hear those words, you did not, either.

 

[EnzoXYZ]

USDA certified me

Time to party tomorrow! Hopefully you are still maxed out.

 

[Reciprocity]

To be fair, it's highly unlikely this rate will continue through 2017. It will drop off a bit after the delivery event buzz dies down. But looking a year from now, the reservation rate may have returned to 1800/day. It does show the demand is there though.

I disagreed with you with the thumbs down based on principle, but I actually agree. It would be awesome but that pace is not sustainable, but I think a high rate will be with model 3 in the wild. Sorry, not sorry.

 

[kbM3]

Model 3 will be generating more cash than Tesla can possibly deploy even if they built ten Gigafactories simultaneously. Please, just do the math.

Given the guidance, Model 3 will generate $5+ billion of annual gross profit, operating expenses will be flat, and each Gigafactory takes ~$500m per year, and even smaller at initial years.

You're not taking into account Elon's ambitions. Imagine the things that he is planning of which we have no idea.

You are betting that he cannot find a use for that much money?

 

[Reciprocity]

Would love to know what Chanos is doing about his TSLA short position.

Well I know what speigal will say, Ponzi, Ponzi... And Ponzi scheme.. Oh and a lot of cussing.

 

[JRP3]

How's that short taste?

Warning for sensitive ears.

 

[ValueAnalyst]

You're not taking into account Elon's ambitions. Imagine the things that he is planning of which we have no idea.

You are betting that he cannot find a use for that much money?

I am saying that even Elon, with his unmatched ambition, will not be able to spend the cash Tesla will be generating by 4Q18.

 

[TrendTrader007]

Time to party tomorrow! Hopefully you are still maxed out.

maxed to the hilt with well over 300% margin and options exposure every $10 move causes over $500 to $600 swing in this super leveraged position
Can not thank shorts enough

 

[JRP3]

I am saying that even Elon, with his unmatched ambition, will not be able to spend the cash Tesla will be generating by 4Q18.

Then you don't know Elon.

 

[kbM3]

Well, I'll be giving my 4 year+ Model S with nearly 90k miles to my younger daughter (after getting a fully loaded Model X, except for performance) and giving the M3 on order to my older daughter.

Any interest in adopting an elderly male?

 

[techmaven]

I am hosting a Google Hangout tonight at 10:00pm EST for those that want to chat about the ER. Please PM me your Google Hangout ID beforehand if you want to participate.