Short-Term TSLA Price Movements - 2015

[Zaxxon]

Model X will launch "For sure this summer."

 

[Ingenieur]

Sorry but they probobly sold much more then they delivered every quarter, this is getting weird. US sales are up but no numbers

"Musk says Tesla will be profitable by 2020 thanks to the Model 3."

WTF?

 

[The Blue Owl]

Musk: "Our aspiration was to deliver 33,000 cars" last year. "We sold, in terms of cars, far more than that." (The Verge)

 

[Twiddler]

Model X will launch "For sure this summer."

I am assuming that "launch" = production, right? If that is the case, then an imminent reveal would still be in the cards

 

[Julian Cox]

Beat revised 2014 guidance of 33,000 significantly.

Brought forward revised Model X launch by one if not two quaters.

(Another) scurrilous media assault to coincide with NAIS presentation be damned.

 

[drinkerofkoolaid]

Did he say Tesla wasn't going to form any partnerships in general or partnerships where Tesla produces power trains for another company?

"We're not ACTIVELY seeking any partnerships."
This could mean Tesla already has plenty of partners lined up.

 

[Causalien]

Beat revised 2014 guidance of 33,000 significantly. Brought forward revised Model X launch by one if not two quaters. (Another) scurrilous media assault to coincide with NAIS presentation be damned.

I am just going to go out and drink and wait for real news. Someone please write a step by step of what happened when all things are said and done.

 

[yngwie_2012]

im enjoying this rollarcoaster and watching it live. Its fun like a live soccer game. Elon should say something really cool before the interview is over yet. Like Model X beta will be showed end of Jan. or something

 

[FredTMC]

Musk: "Our aspiration was to deliver 33,000 cars" last year. "We sold, in terms of cars, far more than that." (The Verge)

Someone in the media needs to pick this up... Who cares if China was off in Q4 overall TM sold more than guidance...

 

[sub]

Beat revised 2014 guidance of 33,000 significantly.

Brought forward revised Model X launch by one if not two quaters.

(Another) scurrilous media assault to coincide with NAIS presentation be damned.

Was that a direct quote on Q4 guidance. The previous post regarding "sold far more than 33k" could be taken both ways, one being they didn't meet 33k and he was trying to soften the blow by stating they sold more. May get some more shares at a discount tomorrow.

 

[StapleGun]

Beat revised 2014 guidance of 33,000 significantly.

That was not confirmed based of the transcripts I'm seeing (emphasis mine):

"Our aspiration was to deliver 33,000 cars last year. We sold, in terms of cars, far more than that."

There are several reasons cars sold would differ from cars delivered (eg. bulk China sales, discrepancy of in-transit vehicles at last year's end compared to this year) so i would not recommend treating this as any confirmation of a guidance beat.

 

[pGo]

now backtracking on 30% battery cost reduction? What by 2020???? WTF?
Elon Musk says he's "absolutely certain" Tesla can achieve a 30% battery cost reduction by 2020 and continue improvements after that.

 

[hockeythug]

Musk: "Our aspiration was to deliver 33,000 cars" last year. "We sold, in terms of cars, far more than that." (The Verge)

Is he using the term "sold" as in deliveries?

 

[Gerasimental]

[FONT=Helvetica, Arial, sans-serif]'We would have to make everything cost about half as much to make Model 3 work'

Um. What? [/FONT]

 

[Zaxxon]

Yeah, sold != delivered. We'll see. And an X launch this summer isn't necessarily a move forward. Summer overlaps 3Q by a wide margin. (Fall starts 9/23)

 

[Svetlin]

Musk: "Our aspiration was to deliver 33,000 cars" last year. "We sold, in terms of cars, far more than that." (The Verge)

I'm thinking they narrowly missed the 33,000 number in terms of new sales (as various people on this board have projected). But he may be saying that they sold "far more than" 33,000 if you include the traded-in Model S's when people started upgrading to P85D. The slightly lower "high 20s" gross margin may be because the margin on the used cars is not as good.

 

[Gerasimental]

Yeah, sold != delivered. We'll see. And an X launch this summer isn't necessarily a move forward. Summer overlaps 3Q by a wide margin. (Fall starts 9/23)

Yeah, but it confirms Q3 at the very least. Since Q3 delivery was quite a big unknown, that confirmation should still be a positive signal.

 

[Yuri_G]

This sounds more like an interrogation than a Q&A.

 

[Gerasimental]

This sounds more like an interrogation than a Q&A.

Where are you watching it live? All I've got is this text stream thing http://live.theverge.com/elon-musk-tesla-detroit-auto-show-2015/

 

[yngwie_2012]

so i think the interesting part of the interview is over. They are talkin pr stuff....