2017 Investor Roundtable:General Discussion

[techmaven]

They already have: Model X

It is strange that the FF 91 has all these other whiz bang features, but they don't talk about air filtration, something critical for the smoggy markets like Chinese cities.

Interesting that the head of propulsion for FF pulled out what looked like a 18650 cylindrical cell. And given their performance and range numbers, looks like they don't have any significant advances in battery chemistry beyond what we normally see. Taking 130 kWh at 6C, is 780 kW and that's what it gets. With 780 kW (1050 hp) on tap, they can only manage to match a Model S P100D? That must be quite a heavy vehicle.

 

[SBenson]

I keep looking at the teslainventory site to see whats out there and today I found some inventory cars that cost more than custom order cars: e.g. - Model S 75D 5YJSA1E29GF167930 | Tesla - 600$ more than the same car custom built.

Are you sure, I get 90K Cash Price when I build Custom Order. Inventory price is 83K.

 

[Green Pete]

I'm not worried just confused. I watched APPL for the past 15+ years have unbelievable numbers (sales, GM and profits) but not match the insane numbers WS dreamed up so the SP would tank. Now TSLA misses its own number by several thousand and the SP goes ballistic. I'm thrilled but still very confused. I really have to start drinking heavily. Maybe then this might begin to make sense.

Despite Tesla not making delivery guidance as a production rather than sales constrained company the important numbers are production. And they hit that target. Cash flow is irrelvant on a quarterly delivery basis because of accountants payable terms. The 'miss' wasn't a miss. It was a double. Not a home run like many were hoping, but Tesla always misses. This time they hit a double.

 

[madodel]

Same thing to Heinz 1-56

Wasn't Heinz 1 their Mutton sauce? Heinz 2 their passenger pigeon sauce?

Maybe FF01 through FF90 were based on Clean Coal technology.

 

[racer26]

Twice now we've bounced off 225.

We've seen this pattern before many times - some threshold number we bounce off of in the midst of a meteoric rise takes 3 or 4 or 5 bounces before we punch through it.

EDIT: Three times...

 

[Tslynk67]

Well, this SP action is bonkers, love it! So when do the shorts get cold feet and start bailing-out in numbers?

Some positive GF news right now could make things very interesting indeed.

 

[NOLA_Mike]

It's (past) time to cover... Spiegel & company...

 

[ZsoZso]

Tesla Motors Initiated at Buy by Guggenheim

Tesla Motors Price Target Announced at $280.00/Share by Guggenheim

Oh, I get it finally! Forget fundamentals, forget technical analysis, here is a way to make money:

1. Make a bet (short/long bear/bull does not really matter) investing money
2. Have an analyst friend write a report and issue matching recommendation
3. Profit $$$

 

[MrRandyB]

Are you sure, I get 90K Cash Price when I build Custom Order. Inventory price is 83K.

Price is $90,600 cash price before EV incentives. $83,100 is after EV incentives.

 

[T3slaTulips]

It's (past) time to cover... Spiegel & company...

And in less exciting news, it looks like all the American automakers are waaay up today. TSLA not even winning there. (maybe that's for missing by 4%)

 

[kenliles]

I'm not worried just confused. I watched AAPL for the past 15+ years have unbelievable numbers (sales, GM and profits) but not match the insane numbers WS dreamed up so the SP would tank. Now TSLA misses its own number by several thousand and the SP goes ballistic. I'm thrilled but still very confused. I really have to start drinking heavily. Maybe then this might begin to make sense.

As an old APPL and TSLA investor:
a little weed is particularly clarifying-
for an Investor in massive disruptive stocks, it's classified as medicinal

 

[SBenson]

I'm not worried just confused. I watched AAPL for the past 15+ years have unbelievable numbers (sales, GM and profits) but not match the insane numbers WS dreamed up so the SP would tank. Now TSLA misses its own number by several thousand and the SP goes ballistic. I'm thrilled but still very confused. I really have to start drinking heavily. Maybe then this might begin to make sense.

My theory is this:

AAPL was driven by only one side. Long side. Either buying or selling. But TSLA has two sides. There is a short side that shorts and covers. If the news is not negative enough they maybe forced to cover which propels the stock up. Or Alternatively longs buy ahead in anticipation of shorts covering (whether that happens or not is a different story). So this complicates and creates these scenarios of going up on bad news.

Also there is this good old dynamic. If some big players want to get on the long side. They will start (or resume) their buying on bad news. As there will be many sellers the big buyers will be able to accumulate with out too much price appreciation.

In an nutshell, predicting TSLA prices in short-term seems to be a crap-shoot.

Luckily, I am still net long, very long actually. I reduced my exposure yesterday from ludicrous mode to just plain insane mode. Still very happy with the price rise.

 

[moe.salih]

Tesla hit an all time high market cap today @ 36.25B.

 

[everman]

Anyone know what happened to FF01 thru FF90?

I anticipate this is their naming scheme:
FF01 - Premium concept
FF91 - Premium crossover
FF81
FF71
FF61
Etc...

 

[Tslynk67]

Fourth attempt at 225...

 

[Papafox]

Twice now we've bounced off 225.

We've seen this pattern before many times - some threshold number we bounce off of in the midst of a meteoric rise takes 3 or 4 or 5 bounces before we punch through it.

EDIT: Three times...

Since the bounce seems to happen at exactly 225, I would say that sell orders set at 225 are being activated. The good news is we're chipping away at them with each bounce.

 

[SW2Fiddler]

I'm interested in hearing or seeing progress on the Gigafactory's data center.
Anyone else?

• It would be a catalyst for valuation of TE future plans for 'managed distributed solar/storage'
• It helps de-risk the future of Supercharger Network (I keep seeing the statements "they oughta just tell us on the screen what's up at the next SC on our trip" and "show me which stall to plug in for the bestest charge, Elon!" - and what is all of this if not just data herding?
• Catalyzes wallstreet's perception of Tesla's moat in autonomous driving deep learning neural net
• Other uses I am not imaginative enough to get

Hard for analysts to "get" the existence or utility of yuuuge amounts of data and methods of wrangling it -- but if they SEE a data center while being reminded of the above bullets...?

But I wasn't invited.

 

[NOLA_Mike]

What time are the analysts and media reports of batteries shooting out of the Gigafactory at the speed of a machine gun?

 

[EarlyAdopter]

For everyone scratching their head over the steep rise this morning, I think it's important to note two things:

1. Despite this small delivery miss, Tesla delivered 50% more cars this year than last. That now makes 50% growth year over year for 4 years in a row. On a billion dollar business.

2. Demand is through the roof and accelerating.

 

[MP3Mike]

With 780 kW (1050 hp) on tap, they can only manage to match a Model S P100D? That must be quite a heavy vehicle.

And that is with a stripped interior...