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

[Nocturnal]

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

We do say that every quarter, and every quarter for a while now we have been right.

 

[phantasms]

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

Hmmm....I'm borderline on betting someone $1,000 that the Cybetruck will be in customers driveways before the HummerEV. Let's see what's said on the call. lol

 

[Krugerrand]

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!

Yes, this is intriguing. They’re going to further bring stuffs in-house and vertically integrate even more?! Well, ok then. The implications of that move are mind blowing to me.

 

[ZachF]

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.

OCF is important because it funds CAPEX.

 

[dl003]

This is the TSLA we know and love. Relentless. They can go ahead and sink it to 350 or even 300. See if I care. Gonna be selling some puts now.

 

[Curt Renz]

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

Cybertruck is listed in slide 7 as being in development for the Texas factory.

 

[Unpilot]

Yes, this is intriguing. They’re going to further bring stuffs in-house and vertically integrate even more?! Well, ok then. The implications of that move are mind blowing to me.

But really ...you're a cat...so kinda a tiny little mind

 

[SOULPEDL]

Elon is apparently celebrating at the Boca Chica tiki bar

View attachment 600926

That's it! It's the new bar raised. The "Tiki Bar" raises the bar to elevations out of this world - hence the Starship image collage.
I had a small sell on $444 (expecting that same spike we saw on batteryday), but now I think I need to raise my bar to TIKI levels.

 

[jerry33]

But really ...you're a cat...so kinda a tiny little mind

Quality, not quantity.

 

[bkp_duke]

I know everyone is excited about the numbers (I am too), but for forward looking, I think this was the most important slide in the ER. It summarizes battery day nicely, and reading the details in it, there is a lot of clarification and detail. And when digesting this slide, we can see not just end goals, but clear steps along the way in the next 3 years.

I'm most excited about this slide, more-so than all others. We should expect marked battery cost reductions each quarter, probably beginning in 6-9 months time, which will have DRASTIC effects on the bottom line and gross margins.

 

[Bobfitz1]

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

View attachment 600925

It's rare that a GF prediction I advocated a month + back has proven to be correct. But I did get this one right!
Tesla, TSLA & the Investment World: the 2019-2020 Investors' Roundtable

 

[Right_Said_Fred]

I think it's inline with what we were expecting. The MSM story unfortunately will be regulatory credits lol.

And ofcourse they will fail to mention that the drag by the stock compensation plan is even bigger.

 

[SOULPEDL]

But really ...you're a cat...so kinda a tiny little mind

Squirrel!

 

[mickificki]

https://twitter.com/chamath/status/1319016188253331456?s=21

 

[Cherry Wine]

I'm surprised by the muted reaction in the stock price to a very good earnings report, especially given the tame lead-in to its release; I'm going to chalk it up to general hesitation in the market.

 

[Tslynk67]

Chamath's a cheeky chappie

https://twitter.com/chamath/status/1319016188253331456

 

[Mo City]

Cybertruck is listed in slide 7 as being in development for the Texas factory.

Of course. The question is whether it's a 2022 release vs. 2021. Regardless, the Semi stands in front of the CT.

I think the Semi is pretty much a finished product while final CT features and capabilities are still being decided on.

 

[Unpilot]

Holy Crap.....5 minutes of Gali and I need a beer!

 

[Curt Renz]

CNBC Video - ARK's Keeney on Tesla - earlier in the hour: Tesla's autonomous driving could displace $8 trillion worth of enterprise value in the market: Analyst

 

[LN1_Casey]

Hmmm....I'm borderline on betting someone $1,000 that the Cybetruck will be in customers driveways before the HummerEV. Let's see what's said on the call. lol

I would not take that bet.