Short-Term TSLA Price Movements - 2013

[Mario Kadastik]

you hit it on the nail. This is a problem for a hyper growth company that makes physical goods.

Might also be reason they didn't give 2014 guidance :/

 

[brysondad]

Production constraints good for shareholders and margins

wrong. product constrained can be as bad as demand constrained. At the end of the day, if you can't solve production ramp up, your top line is capped ...

 

[chillong]

Production constraints good for shareholders and margins

not for company's with sky-high p/e ratio's.

 

[yngwie_2012]

tomorrow $150 is waving

 

[FredTMC]

Well the market doesn't seem to like what's being said, down 11% in after hours. Tomorrow will be a good day for those shorts like Nicu who shorted at 180.

yes, explicit 2014 guidance is needed on this call. Saying something like "we plan to deliver 40k cars next year. Period". That would help. Right now, the stock is continuing to drop AH

 

[brysondad]

Production constraints good for shareholders and margins

wrong. production constrained can be as bad as demand constrained if not managed properly. At the end of the day, if you cannot be demand, your top line is capped.

 

[Mario Kadastik]

I have to say there are positive tidbits, but for short term the CC isn't doing the magic. It seems they did get the Panasonic deal, but it still takes time to actually get enough cells and hence they still are limited in their production by the cells. The only big question is WHEN will they start to get 18650's en masse.

 

[nursebee]

http://www.digitaltrends.com/cars/mercedes-benz-b-class-electric-drive-has-the-bmw-i3-in-its-sights/

Elon focus on 25% margin now, 10% margin on Gen 3 when production not so constrained.

 

[brysondad]

I have to say there are positive tidbits, but for short term the CC isn't doing the magic. It seems they did get the Panasonic deal, but it still takes time to actually get enough cells and hence they still are limited in their production by the cells. The only big question is WHEN will they start to get 18650's en masse.

Is the panasonic deal really that big of a deal? if i were panasonic and someone wants to order lots of battery from me, I'd be like "where do you want it shipped?".

 

[Bardlebee]

Elon keeps repeating "production constrained"... how is TSLA gonna solve it? Demand is a given... everyone knows that. the risk is production ramp up.

Sounds like Tesla is considering building their own giga-factory. But that is just speculation it seems at this point.

 

[Mario Kadastik]

He officially acknowledges the need for a gigafactory and is not ready to discuss the major announcement. But to me he IS stating that Tesla is going to build it! It's probably going to be a joint venture, but this is huge news that has been expected for a while! So long term this is very very good news.

 

[Johan]

"This is going to be a really giant facility". Not "would be" but "is going to be".

 

[FluxCap]

BREAKING: Tesla is building the world's biggest lithium ion battery factory someday, probably in USA, and raw materials are not a problem. Global domination plans to follow.

 

[Mario Kadastik]

If you listen to Elon's comments he gets excited on details on the factory and how green that is, then it's already built in his mind. This is no speculation, just not official announcement yet.

However what I didn't like is that Elon is pushing the roadtrip to March, that might indicate also issues for supercharger expansion :/

 

[Bardlebee]

BREAKING: Tesla is building the world's biggest lithium ion battery factory someday, probably in USA, and raw materials are not a problem. Global domination plans to follow.

It seems the stocks don't feel the same. Kind of sad. But I can only hope it stays this low until my next paycheck so I can get in more shares.

 

[brysondad]

story going forward: growing pains

 

[Norse]

Great CC so far, even tho I do not expect 200$ this year. But lots of good news.

 

[nursebee]

Batteries with Panasonic are a big deal, see recent price action of PCRFY
http://finance.yahoo.com/echarts?s=...n;ohlcvalues=0;logscale=off;source=undefined;

 

[Mario Kadastik]

Well the CFO understands what the stock needs. He clearly states that US demand extended and they were the ones to limit it to deliver EU. They also mention that they want to give FY2014 details in Q4 call, but they are aiming ambitiously in the expansion and hope to cover all of that from internal cashflow. This is good quote, we just need it iterated a few more times to get people to understand, that 2014 guidance will NOT be small.

 

[Julian Cox]

FINALLY!


Cash Flow Positive [Hyper] Growth Gets Mentioned.