I was stating the continued decline
You are claiming ~7% eventually, i am claiming never below 15%
thats a big difference
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q1 2018 earnings estimates
- Thread starter luvb2b
- Start date
I was stating the continued decline
You are claiming ~7% eventually, i am claiming never below 15%
thats a big difference
Mario Kadastik
Active Member
Just as a tidbit. A friend of mine visited the Fremont factory last week. The S and X lines were running full thrust, but the 3 line was idle. No workers, parts scattered haphazardly around the factory where there was room. From the looks of it he described and assumed that the line had been down for at least a few days. To be fair I didn’t remember a planned downtime very end of April...
Not sure how that will factor into Q2 deliveries and overall rate climb, but it wasn’t good news and I’m a permabull
in any case I’ve secured my options and reduced delta a lot going in.
Not sure how that will factor into Q2 deliveries and overall rate climb, but it wasn’t good news and I’m a permabull
in any case I’ve secured my options and reduced delta a lot going in.Just as a tidbit. A friend of mine visited the Fremont factory last week. The S and X lines were running full thrust, but the 3 line was idle. No workers, parts scattered haphazardly around the factory where there was room. From the looks of it he described and assumed that the line had been down for at least a few days. To be fair I didn’t remember a planned downtime very end of April...
Not sure how that will factor into Q2 deliveries and overall rate climb, but it wasn’t good news and I’m a permabull
That was possibly the tail end of the 3rd week of April line shutdown (if they were there early last week).
Mario Kadastik
Active Member
Maybe the third week of April spanned a little longer than normal, much like the "last 7 days of the quarter" production numbers included April 1st and 2nd
The same number as the entire 2018-2025 GM product line. GM can't/won't take deposits even if you beg.
But they do sell a more expensive car than Tesla. The first SN of a new model performance car is auctioned off for charity. While no record, the latest Corvette sold for $925,000 all proceeds to charity. IIRC, one year sold for $1.5 million for SN01. But IIRC, all that $1.5m does is allow you to buy SN01. The price of the car is not included. And yes, you get to assemble your own engine if you want and get the plaque of the engine builder with your name on it.
GM doesn't operate queues. Some dealers will, but it's not contractual, but neither is Tesla's Model 3 queue. An earlier reservation is no guarantee of an earlier delivery as many May-July reservationists know all too well. It's just a guideline.
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I honestly think Tesla is a buy into earnings (i am not closing any short positions)
I mean what bad news can they possibly reveal that isnt already known? Also announcing unrealistic things like Model Y or Chinese factory will probably pump it up through the end of the week.
I mean what bad news can they possibly reveal that isnt already known? Also announcing unrealistic things like Model Y or Chinese factory will probably pump it up through the end of the week.
Waiting4M3
Active Member
Another possible scenario is a news vacuum: no news. Bad financials, known; M3 ramp on track but nothing great (something like we've restarted, now back at pre-shutdown level and ramping to 3k/wk in May); cash/profitability guidance maintained, no MY/China GGF news, they hold off until after they achieve 5k/wk so they have more certainly in their CapEx plan. What happens then?
idk, it's a great question
im super excited for it either way! Tesla is super captivating as a stock, addictive to follow.
update letter out!
Man that revenue number, new accounting rules look like maybe 200-300m positive on top line?
I cant figure out how the margin number is high, still reading.
Investor Communication | Tesla, Inc.
Man that revenue number, new accounting rules look like maybe 200-300m positive on top line?
I cant figure out how the margin number is high, still reading.
Investor Communication | Tesla, Inc.
Not a single mention of the Roadster, Semi, or Model Y. Autopilot got a tiny mention (no talk of full self driving, or the cross-country trip). I guess these projects are on hold?
Down to 1.6B cash minus customer deposits. CapEx forecast lowered from 3.5B to 3B (they spent 650M, so 2.35B to go). They're in a cash crunch now.
Down to 1.6B cash minus customer deposits. CapEx forecast lowered from 3.5B to 3B (they spent 650M, so 2.35B to go). They're in a cash crunch now.
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Looks like the German battery line is not yet installed:
"Consequently, we now expect to reach a module production rate of 5,000 car sets per week even before we install the new automated line designed and built by Tesla in Germany."
"Consequently, we now expect to reach a module production rate of 5,000 car sets per week even before we install the new automated line designed and built by Tesla in Germany."
omgwtfbyobbq
Active Member
Esme Es Mejor
Member
So they beat your expectations on:
*revenue
*earnings
*margins
*cash flow
*cash on hand
And it doesn’t alter your conclusions at all?
yes, this is weird right? is this a change in presentation standards?
they lead the letter with 2,7b cash so not like they are trying to fool people. but i also don't like changes in how financials are presented without a very good reason.
they lead the letter with 2,7b cash so not like they are trying to fool people. but i also don't like changes in how financials are presented without a very good reason.
Nearly 100% of my posts are being removed.
Mod: As Elon might say, we have the logs. --ggr.
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