2017 Investor Roundtable: TSLA Market Action

[ValueAnalyst]

Are y'all still doubting my short squeeze call?

Vote with Like or Disagree.

You know what the most ironic thing is amidst all this?

It's still not too late for the *relatively* smart bears to find religion and join the bulls before the short squeeze.

They may even make up for their losses on the short side...

 

[kenliles]

Haha ... Hey, maitaminit yo! Never saw anyone sneaking in to taste my fresh fillet of haddock in a creamy wine sauce with new potatoes this evening.

Or did you have me confused with the venerable AGA perchance? Not an actual relation, sorry.

Mimick of your published recipies from (more than one) forum exude lucious delectfulness.
Well done

 

[kbM3]

POTUS's removal from office would probably boost the market because Pence is a textbook conservative and mentally stable, reducing a lot of uncertainty. Impeachment, however, would induce a lot of uncertainty. Everyone knows Trump wouldn't go down without a fight, and no one's quite sure how far he'd go to stay in office.

I'm not sure about how mentally stable. Have you seen the talk he gave that evolution is complete bunk? Although, compared to trump, I guess so.

 

[JRP3]

Are y'all still doubting my short squeeze call?

Vote with Like or Disagree.

This is not the squeeze you're looking for

 

[JRP3]

I'm not sure about how mentally stable. Have you seen the talk you gave on our evolution is complete bunk? Although, compared to trump, I guess so.

When an anti-science religious extremist is considered stable....

 

[Krugerrand]

Are y'all still doubting my short squeeze call?

Vote with Like or Disagree.

Honestly I'm not sure which button to push. Yes, I am still doubting your short squeeze call. So do I push like for the yes to my answer? Or do I push disagree for the yes to my answer?

 

[dalalsid]

No dividends until Elon is vacationing on Mars with vistas of solar farms charging Powerpacks below him.

Tesla is like Apple. The only reason we get dividends from Apple is that Steve jobs is dead. Otherwise we'd have had several more products and middle fingers to people asking for dividends.

 

[Jayjs20]

No dividends until Elon is vacationing on Mars with vistas of solar farms charging Powerpacks below him.

I just realized that we'll never live until the day when a solar powered, interplanetary space ship is created and named after Elon Musk. You all know it will happen one day.

 

[Vad42]

After Mark Spiegel got back on today, the train can finally leave the station. This is how Mark is taking the train:
(Deleted link)

Please don't be offended, but I don't think that link was appropriate. I really didn't need to see that poor woman. Honestly that's very sad and could've ended with life lost. I would never wish this on anyone.

Now back on topic, I do wonder if this could be Spiegel bottom #2?

 

[strangethingintheland]

Though a little off the beaten path, the comment from a senior VW exec that tesla is the main future threat to VW seems to bear on the short thesis (courtesy of elektrek):

Volkswagen brand CEO says Tesla has abilities Volkswagen lacks

Namely, one of the main arguments of shorts is not just that the stock is overpriced, but that the company is not financially viable. That is inconsistent with the level of concern expressed by this VW exec.

 

[Waiting4M3]

Please don't be offended, but I don't think that link was appropriate. I really didn't need to see that poor woman. Honestly that's very sad and could've ended with life lost. I would never wish this on anyone.

Now back on topic, I do wonder if this could be Spiegel bottom #2?

You're right, that was insensitive of me to link that video.

 

[AudubonB]

Moderator action:

And per post #16031, link to the video has been excised.

 

[ggr]

Yes, my apologies! I am sorry!

To be fair, it's only been 112 years since they were the same country.

 

[supratachophobia]

So you believe it's pride over logic? Dumb butts.

Koch Brothers are exercising pride over logic every day. Why would automakers be different?

 

[brian45011]

When might we expect the stock to split?

My guess--before they pay a dividend.

 

[brian45011]

any significance to $354? AFAIK people mentioned lots of technical indicators are in the mid $340s, and the gap on 7/3 is at $352...

Edit: looks like it's moot now, $355 is in play

Edit: nvmd about $355. approaching $357 now...

Conversion at par on 2019 and 2021 notes is $359.87. Arbitrage opportunities above that level.

 

[brian45011]

10-Q is out

Tesla - Quarterly Report

Any thoughts on the increase in Finished Goods Inventory?

Nine months ago, at 9/30/16, it was $791.6 MM, including 5,500 cars in-transit to customers at quarter end.

As of 6/30/17, it was $1,470.4 MM, including 3,500 cars in-transit to customers at quarter end.

That's an increase of $678.8 MM in Inventory plus 2,000 car less in the delivery channels. If the COGs of Ss & Xs averages about $85k (?), that's an extra ~10,000 unsold cars more in Finished Goods Inventory. Floor models and service loaners have increased in both volume and value but is that sufficient to account for the increase?

 

[techmaven]

Any thoughts on the increase in Finished Goods Inventory?

Nine months ago, at 9/30/16, it was $791.6 MM, including 5,500 cars in-transit to customers at quarter end.

As of 6/30/17, it was $1,470.4 MM, including 3,500 cars in-transit to customers at quarter end.

That's an increase of $678.8 MM in Inventory plus 2,000 car less in the delivery channels. If the COGs of Ss & Xs averages about $85k (?), that's an extra ~10,000 unsold cars more in Finished Goods Inventory. Floor models and service loaners have increased in both volume and value but is that sufficient to account for the increase?

That finished goods inventory now includes some solar systems, and much more PowerPacks and PowerWalls. PowerPack and solar systems bound for lease don’t get re-categorized until installation actually begins. Also, that figure has used trade-in vehicles. I suspect Tesla is taking a slew of used trade-ins. They also took quite a hit refurbishing and then selling them as CPOs.

 

[ValueAnalyst]

Any thoughts on the increase in Finished Goods Inventory?

Nine months ago, at 9/30/16, it was $791.6 MM, including 5,500 cars in-transit to customers at quarter end.

As of 6/30/17, it was $1,470.4 MM, including 3,500 cars in-transit to customers at quarter end.

That's an increase of $678.8 MM in Inventory plus 2,000 car less in the delivery channels. If the COGs of Ss & Xs averages about $85k (?), that's an extra ~10,000 unsold cars more in Finished Goods Inventory. Floor models and service loaners have increased in both volume and value but is that sufficient to account for the increase?

I'll review this weekend, but I had expected an increase as I mentioned in my notes to 1Q17 form 10-q (you can find online since I'm not allowed to link even my free articles here)

Also, consider solarcity acquisition.

 

[viKtor slamet]

Just a reminder of a simple math to churn this weekend to all of padawans here. Patience, be mindful of your mind, it betrays you.

Wow..

Ok, doing another simple math, we're up +$30 in one trading day (incl After Hours) since yesterday. Extrapolating this rate of change, the stock price would almost double in the next 10 trading days..

Don't sell, don't sell.. just be patient for another 2 weeks