What are you basing your optimism of TSLA cashflow positive on?
The very purpose of the recent capital raise is to spend it on CapEx and infrastructure. If they were to achieve positive cashflow this quickly why raise capital at all? and cause the dilution and investor fury?? If you are talking about one fluke coincidental qrtr, every one in the market knows that it is fluke, why would market positively react to it? In fact, ironically, a positive cashflow might actually mean that they are not making enough progress on model-3! Sustained cash flow positive will not begin until volume deliveries of Model-3. That is ways away.
I was talking about EPS with regards to SCTY. You are talking about cash-flow. Even if we were to focus on cash-flow, there are many elements here. Firstly, SCTY cachflow is including non-recourse debt. Not sure if market appreciates that sort of vocabulary with regards to Tesla. Secondly, that is merely guidance. Just like Tesla, SCTY has been consistently missing guidance pretty much on every metric. This cash-flow thing is a mirage it will not happen for SCTY any time soon. Thirdly, most importantly, even if SCTY adds a tiny positive cash-flow, that will by no means be anywhere close to changing the cashflow on the parent, given that the parent is precisely designed to be cashflow negative (and hence the need for capital raise).
On an unrelated note, your timeline of SCTY merger is totally off. Here is Musk on the merger CC:
"then we'll move into a diligence phase very quickly. Hopefully, diligence can take place promptly, so in the next two weeks, three weeks, and we can get to a place where everything makes sense, that there's a signed merger agreement."
