Short-Term TSLA Price Movements - 2013

[twinklejet]

No raised guidance from 21000, is that concerning?

underpromise and overdeliver.

21000 gives them a buffer in case anything happens that stops the production line, or a recall happens or something... you never know!

EDIT: and what Johan said as well!

 

[GJMcManus]

Climb baby climb!

 

[moltenfire]

Q2 non-GAAP net income was $26 million, or $0.20 per share. This excludes lease accounting, certain non-cash items, and one-time charges of $16 million associated with the payoff of our DoE loan nine years early. Including all these items, GAAP net loss was $31 million or $(0.26) per share.

 

[Kipernicus]

Congrats to Sleepyhead - he totally called the 5c!

 

[mountaineer]

If demonstrated demand in North America and
Europe is matched by similar demand in Asia, annualized sales
for Model S could exceed 40,000 units per year by late 2014

 

[Norse]

Congrats to Sleepyhead - he totally called the 5c!

we need to start paying that guy!

 

[deonb]

Great report, great solid earnings beat. But is it enough for a POP-N-SQUEEZE tomorrow?!?

This is all going to depend on the conf call. The majority of the Q1 gap up came during the conf call itself, not the ER report.

 

[nursebee]

5150: http://www.youtube.com/watch?v=tf_xjLYT9so

 

[DonPedro]

The 800 cars for Norway by year-end is clearly sandbagging, at least on the demand side. This is why I think that raised guidance for deliveries is also just saving ammo for Q3 report.

 

[maekuz]

They are at 17% automotive gross margin (excl. ZEV!)

Expecting demand of 40,000 in late 2014.

 

[Norse]

Some negatives:
No raised guidance for the year.
"There are still some bottle necks in our supply chain that need to be resolved. While we are dealing with these bottlenecks, there remains some uncertainty in our ability to increase production as rapidly as we would like."

Great report, great solid earnings beat. But is it enough for a POP-N-SQUEEZE tomorrow?!?

I really dont hope we get another SPWR on that. If they estimated even 22k delivered this year, it would be so much better.

 

[Johan]

This is all going to depend on the conf call. The majority of the Q1 gap up came during the conf call itself, not the ER report.

Yup! Let's hope Elon let's it rip as usual and that Deepak has to step in and cut him off several times. Spill the beans! Tell 'em Gen III development has come a long way. Tell 'em about bigger battery for Model X. Tell 'em that the "bottlenecks in production" will soon be solved and that the factory is ready to scale up as soon as this has been dealt with! Tell 'em that 25% gross margin is just the beginning and that they are going after Porsche at 35%!

 

[gene]

we need to start paying that guy!

+1!!

 

[FredTMC]

Q2 non-GAAP net income was $26 million, or $0.20 per share. This excludes lease accounting, certain non-cash items, and one-time charges of $16 million associated with the payoff of our DoE loan nine years early. Including all these items, GAAP net loss was $31 million or $(0.26) per share.

Im confused. Was GAAP net income -(0.26) or $0.05? I'm hearing two different numbers...

 

[justdoit]

30% of vehicles delivered took advantage of financing option. Surprised that isn't more? If interest rate is only 3% (?) and you can obviously get a greater return than that just from TSLA, why wouldn't more people use the financing option?

 

[gameon]

Climb baby climb!

baby will climb to 170 for sure... i mean stock only :wink:

 

[justdoit]

The 800 cars for Norway by year-end is clearly sandbagging, at least on the demand side. This is why I think that raised guidance for deliveries is also just saving ammo for Q3 report.

Agree. This time I'll get in on options earlier

 

[maekuz]

Some negatives:
No raised guidance for the year.
"There are still some bottle necks in our supply chain that need to be resolved. While we are dealing with these bottlenecks, there remains some uncertainty in our ability to increase production as rapidly as we would like."

Great report, great solid earnings beat. But is it enough for a POP-N-SQUEEZE tomorrow?!?

It is! It truly is!

Just like Julian said: A beat is a beat! And this is a serious trouncing!

 

[DonPedro]

I am finding a GAAP loss of $30.5 million. The $0.05 profit is "our comparable non-GAAP net income. Or am I missing something?

 

[NuclearPowered]

Looks like pure GAAP was -.26 , but non-gaap with lease accounting was 0.05 profit, IMO the more important number.