Short-Term TSLA Price Movements - 2016

[ggr]

Ah crap, need to hit the sack then. On a positive note, can switch off the dreadful hold music they're playing...

Have fun guys'n'gals - should be fun tomorrow

Sleep well...

 

[sub]

I hope this helps clear out the troll infestation we have been dealing with around these parts.

 

[dalalsid]

What were deposits after Q2?

679M

So up 11M

 

[mrdoubleb]

What were deposits after Q2?

Almost exactly the same, 679,834. I think that's pretty awesome given the outgoing X Sig deposits for ROW.

 

[jesselivenomore]

I don't expect the SP to go too high. Just like longs here had dry powder to buy more on the dip, shorts are ready to pounce on any SP jump. Plenty of shares available to short at very low interest rates.

That's not how it works, unless you assume shorts are complete morons.

 

[sub]

Almost exactly the same, 679,834. I think that's pretty awesome given the outgoing X Sig deposits for ROW.

Exactly my thought regardless of correct # quoted (679 or 690).

 

[MartinAustin]

We believe new product variants such as ... additional Model X seating variants ... should continue to drive strong vehicle order growth.

What does this refer to? Folding middle-row seats that haven't been revealed yet?

 

[Jonathan Hewitt]

That's not how it works, unless you assume shorts are complete morons.

Actually, a lot of them are.

 

[dmckinstry]

I'm going to say this the nicest way possible - F*** you Bob Lutz

Be kind now, not just nice. He's done his own best to ruin his credibility.

 

[geneclean55]

just now: interview with Ben Kallo (Baird) and James Albertine (Stifel) ended. Very bullish.

Albertine: (paraphrasing) this "is a beat on so many levels we can no longer stay bearish" on this company, they "proved all of the arguments wrong". This wasn't a trick, "not just FCF beat due to pulling back capex", but solid automotive revenue growth coupled with minimal SGA growth. They have solid demand.

EDIT: this was CNBC just now, live.

Well thats at least one upgrade to look forward to

 

[Mario Kadastik]

Twitter bears are reporting that TSLA gamed the results by not paying their suppliers. Also noted here by mmd?

Can anyone explain the big increase in accounts payable from $1.673B on June 30th to $2.3B now? That's an increase of over $600m.

I don't expect the SP to go too high. Just like longs here had dry powder to buy more on the dip, shorts are ready to pounce on any SP jump. Plenty of shares available to short at very low interest rates.

Anyone with better parsing skills to elaborate?

 

[austinEV]

I hope this helps clear out the troll infestation we have been dealing with around these parts.

Sunshine will do that.

 

[MartinAustin]

Yeah that Ben Kallo/James Albertine interview was a beautiful thing to watch live.

As soon as CNBC have turned it into a video clip I am sure the link will be here

 

[hoang51]

Hmm, starting to dive down to $211ish now. Looking forward to analyst upgrades soon to propel TSLA higher. $211ish is an insult for good financial numbers that a lot have been craving for.

 

[stealthology]

Short attack after hours.

 

[electracity]

Can anyone explain the big increase in accounts payable from $1.673B on June 30th to $2.3B now? That's an increase of over $600m.

Production surge.

 

[Bgarret]

Just cracked a nice bottle of Willamette Valley Pinot Noir for earnings call. Haven't done that since 2013. Music sounds beautiful to me, nice classical elevator music, hopefully in honor of the elevator returning to the top floors. Fun times.

 

[MP3Mike]

Looks like they are focusing on profit vs. volume.
They are projecting to miss the plan of 80,000 for the year, but now projecting Q4 profit, so that is good.

Are they really? First half=29,180, Q3=24,821, Q4=slightly more than 25,000.

Don't you think that 25,999 counts as slightly more than 25,000? (Less than 4% more.) That might be pushing it a little, but I can imagine Elon will give it a go.

 

[kenliles]

That's not how it works, unless you assume shorts are complete morons.

is there another assumption that makes more sense?

 

[EinSV]

Short attack after hours.

That was a lot more predictable than earnings