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Tesla, TSLA & the Investment World: the 2019 Investors' Roundtable

Discussion in 'TSLA Investor Discussions' started by AudubonB, Dec 28, 2018.

  1. JRP3

    JRP3 Hyperactive Member

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    Gali says Tesla will take questions from retail investors

     
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  2. reddit_tl

    reddit_tl Member

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    Looking around TWC, tivoboy is the contrarian for sure. So it's the contrarian of a contrarian.
     
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  3. saniflash

    saniflash Member

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    so 30,000 BEV and 70,000 PHE. (I was surprised for a moment because how this was phrased it sounded for my wet noodle brain that "sales" meant the entire sales of VW Group).
     
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  4. BaneBeater

    BaneBeater Member

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    Elon promised that Tesla would be profitable and cash flow positive for the year of 2018.
     
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  5. Lycanthrope

    Lycanthrope Supporting Member

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    Depends on how big your cab is - if it's a 4x10 + 1x15 then no problem in a Model S - even with the rear-seats up. Then your bass can go in the rear footwell.

    However, I once had a Hartke 8x10 and that didn't really fit in anything, sounded great, looked amazing on stage, but had to get rid of it.

    Note that build-quality on the Model S, from around 150k VIN onwards is really, really good, so check that out.

    And of course, Tesla are always very accommodating for issues, but in my case it's taking a lot of repeat-visits. The early monopole seats are notorious for rattling, I need my middle seat, middle row replacing and that's a custom order, takes time.
     
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  6. Lycanthrope

    Lycanthrope Supporting Member

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    No he didn't. He said he hoped Tesla would be profitable going forwards.
     
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  7. tinm

    tinm 2013 S85 Owner

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    My rule: if a car has an exhaust pipe and a gas tank it doesn’t count. If and when 100% of a legacy automaker’s manufacturing output starts lacking those two items—and that automaker manages to avoid bankruptcy—then I’ll start paying attention to that automaker.
     
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  8. printf42

    printf42 Member

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    That sounds familiar. o_O
     
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  9. Lycanthrope

    Lycanthrope Supporting Member

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    Yes! I need the X for the family, but I miss my P85 like hell, that was a fun car (but also a fairly early VIN, so a few issues)
     
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  10. KarenRei

    KarenRei ᴉǝɹuǝɹɐʞ

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    Specifically:

    And moreover, we expect to again have positive net income and cash flow in Q4. And I believe our aspirations I think it will be for all quarters going forward. I think we can actually be positive cash flow and profitable for all quarters going forward, leaving aside quarters where we may need to do a significant repayment, for example in Q1 next year. But I think even in Q1, I think we can be approximately flat in cash flow by end of quarter.

    It's weird how shorts always transform estimations into "Elon promised!"

    (Okay, no, it's not really weird, that's exactly what you expect of them...)
     
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  11. elasalle

    elasalle driVIN(188xx) it !!

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    shorts hedging mean they will pay premium for your covered calls ;)
     
  12. EVNow

    EVNow Active Member

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    For Tesla, focus is on 2019 outlook, Deutsche Bank says
    MARKETWATCH 8:01 AM ET 1/30/2019

    Wall Street likely will look past a fourth-quarter profit and free cash flow to focus on Tesla Inc.'s(TSLA) outlook for the year and especially for the first quarter, analysts at Deutsche Bank said in a note Wednesday ahead of company earnings. After the recent share decline "reflecting nervousness" about the company's demand and margin outlook, "we believe the bar has been somewhat lowered, and that if Tesla issues 2019 guidance in-line with Street expectations for 400k vehicle deliveries and 23-24% gross margin, there could be some relief rally," the analysts said. Tesla is scheduled to report fourth-quarter results after the close Wednesday, with analysts polled by FactSet looking for adjusted earnings of $2.20 a share on sales of $7.12 billion. That would contrast with an adjusted loss of $3.04 a share on sales of $3.29 billion in the year-ago quarter. Tesla shares have lost 13% in the past 12 months, compared with losses around 6% for the S&P 500 index.
     
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  13. Dan Detweiler

    Dan Detweiler Active Member

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    Yeah, the definition of the word "promise" really needs to be looked at. Especially when it is associated with Elon.

    Dan
     
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  14. Dan Detweiler

    Dan Detweiler Active Member

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    You know, this got me thinking. With all of the "Elon promised" that gets thrown around, I can honestly say that in the years I have been around this company I can not remember 1 time when I heard the words "I promise..." or "I guarantee..." come out of Elon's mouth. Plenty of "we believe" or "it is out intention" or "I think..." but never once a promise.

    Dan
     
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  15. Fact Checking

    Fact Checking Active Member

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    #8795 Fact Checking, Jan 30, 2019
    Last edited: Jan 30, 2019
    Gigafactory 2 in Buffalo NY is very unlikely to host Model Y manufacturing: as @neroden pointed it out "they are not a car factory" - for a long time they resisted even hosting parts supply for Tesla service locations ...

    It's a special kind of Gigafactory at the moment.
     
    • Informative x 2
  16. Intl Professor

    Intl Professor Active Member

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    Tomorrow is the deadline for nominations for this year's Nobel Peace Prize. As an emeritus professor I qualify as a nominator, you may also or as a differently qualified candidate for nomination. If you miss the deadline your nomination automatically carries over to the next year.

    Start the process here if you wish. Nomination and selection of Peace Prize Laureates

    This should be of particular interest to Trump supporters, since he cannot nominate himself, and for the rest of humanity concerned about global warming. Once confirmed as a nominator my top pick is Greta Thunberg. Add yours.
     
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  17. Menifeer

    Menifeer Member

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    OT - NIO is up nicely today...
     
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  18. Hock1

    Hock1 Member

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    I have not followed the various estimates that comprise the consensus, because we all know the game that they are playing. I.e., they will find a way for TESLA to miss on some metric. As you know, I am totally long-term and, as such, am inured to the BS and the manipulation. That being said, I don't know if the estimates are all GAAP or all Non-GAAP. Consensus of $235M GAAP earnings actually equates to $1.36 per share GAAP. This makes sense vis-a-vis Q3's $311M and $1.80, respectively. A consensus of $2.20 per share only makes sense if that is a Non-GAAP number, because Tesla has already stated that earnings will be below Q3. I hope this makes sense. I can imagine these Fudsters picking and choosing between GAAP and Non_GAAP numbers to facilitate the inevitable "miss" and subsequent dive of the stock price.
     
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  19. omarsultan

    omarsultan Active Member

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    I don't see how the could go badly....
     
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  20. Intl Professor

    Intl Professor Active Member

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    Does the rock have Roger written on it? :)
     
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