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

[ZachF]

TSLA 3Q with 2.4B in operating cash is...just...oh my god...this is good stuff...

The most powerful number in the report, IMHO.

Tesla has $2b+ in operating cashflow, $14b in cash, and is sitting on a $400b market cap to draw from.

Tesla's cash position is now larger than it's long-term debt! how many automakers can say that!!!

YOU GET A GIGAFACTORY, AND YOU GET A GIGAFACTORY.... EVERYBODY GETS A GIGAFACTORY!!

 

[Big Time]

And I’m free.....free ballin

 

[strago13]

We might actually go red after hours! Unreal. I guess nothing surprises me at this point

 

[Khamul]

Elon is apparently celebrating at the Boca Chica tiki bar

 

[Tslynk67]

That's an excellent report and some AH volume, but I'm a bit perplexed by the muted reaction in the share price.

Off to bed...

 

[SOULPEDL]

57 min to wait...
Car standing by...

 

[mickificki]

And I’m free.....free ballin

wind up the 24/7 spanking machine

 

[wipster]

And I’m free.....free ballin

If TP were still with us, he definitely wouldn't hire you...

I laughed my ass off though!

 

[Beltsbear]

The most powerful number in the report, IMHO.

Tesla has $2b+ in operating cashflow, $14b in cash, and is sitting on a $400b market cap to draw from.

Tesla's cash position is now larger than it's long-term debt! how many automakers can say that!!!

YOU GET A GIGAFACTORY, AND YOU GET A GIGAFACTORY.... EVERYBODY GETS A GIGAFACTORY!!

When the Y starts to come out of Shanghai , it will be the more profitable ones at first and free cashflow will further improve. P/E will start contracting rapidly if the share price does not increase.

 

[traxila]

Think we need another GigaFactory...

Second Q 2021 would be a good time to announce.

Where do you all think it should go?

India needs the cheapest batteries to be a go...is it doable? Actual auto production starting around 3nd Q of 2022...

When has Musk ever said it was not possible?

 

[ZachF]

TSLA 3Q with 2.4B in operating cash is...just...oh my god...this is good stuff...

Quoting you again, because it's important.

$2.4b annualized is $9.6b. This is in the realm of the major automakers

VW's OCF is ~$19b/year
Ford's TTM OCF is ~$16b/year
GM's TTM OCF is ~$15b/year
BMW gets ~$8-10b/year in OCF

Great stuff guys.

 

[MP3Mike]

No one should be shocked when the exact details of the offering come out on the next 10k filing that shows they issued shares at an averge of low 400's/upper 300's.

Yup, but the stock was trading in mid to upper 300's on Thursday and Friday of last week. I'd put money on the average being around 400 for all the shares issued throughout the week

@StarFoxisDown! it seems like you were wrong, since the average came in at $449/share.

 

[joh01652]

So...will we see some volume tomorrow??

Yeah if the Big Dogs come back to the casino and start buying. Let's hope so! An awesome ER!

 

[Chunky Jr.]

This hasn't aged well

 

[SOULPEDL]

When do we ever hear these words:
"We are also expanding our scope of manufacturing to include additional areas of insourcing."

Insourcing. I didn't think it was a word at first! All I ever heard was Outsource, Outsource, Outsource!

 

[Mo City]

Looks like Model Y will be first product out of Giga Austin:

View attachment 600925

Slide 10 says Semi deliveries start in 2021 without mentioning CT.

 

[phantasms]

I know we say this every quarter but.....looking over this report...next quarter is going to be completely in$ane.

 

[wipster]

Think we need another GigaFactory...

Second Q 2021 would be a good time to announce.

Where do you all think it should go?

India needs the cheapest batteries to be a go...is it doable? Actual auto production starting around 3nd Q of 2022...

When has Musk ever said it was not possible?

I still say Australia, mainly because I like it, plus it would be a great place for solar and large scale battery deployment. Imagine powering the entire continent with Tesla Energy...

 

[generalenthu]

The new short thesis: Tesla is a sell because everyone is bored and no one cares they make a sh!t ton of money.

 

[mickificki]

https://twitter.com/elonsworld/status/1318635246984855553?s=21