Krugerrand
Meow
Because everyone keeps a snow shovel in their office just in case.Hope for the best, plan for the worst.
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Because everyone keeps a snow shovel in their office just in case.Hope for the best, plan for the worst.
Is it right that in the case of "Analyst - Compiled by Tesla" and FactSet, we don't know whether bitcoin impairment was factored in, into the Non-GAAP EPS (0.94)?Here is a summary of the Tesla estimates for Q2.
Let me know if there is any other forecaster you want me to add to the list.
View attachment 687632
I am sure that the estimates from Analysts as compiled by Tesla have nothing for Bitcoin. I picked this up from Rob Maurer's video.Is it right that in the case of "Analyst - Compiled by Tesla" and FactSet, we don't know whether bitcoin impairment was factored in, into the Non-GAAP EPS (0.94)?
Assuming that's true, I like this comparison though, because in the worst case (without impairment) it's 0.94. And Tesla community estimates, including bitcoin impairment, are higher.
And even if FUDsters through media try to mix up the numbers, compare earnings with impairment Vs estimates without impairment, we would still see a beat.
Literally on the bottom of the page, Gray = Watchlist/not confirmedA site by Franco Mossotto tracking the Tesla carrier ships in green and red. Don’t know what the gray symbol stands for.
This is SO spot on….I am sure that the estimates from Analysts as compiled by Tesla have nothing for Bitcoin. I picked this up from Rob Maurer's video.
I am almost certain that FactSet is missing the impairment as well but because I could not verify it, I left it with a ?.
I think that Gary Black is correct: Wall Street will back out the impairmant loss when making an assessment on performance.
However, others from CNBS and pseudo-journalists that we know well will intentionally mix up the numbers to make performance look weaker.
CNBS Reporting on Telsa Q2 Results:
View attachment 687770
Cut off on small screens. Lower section isn’t a fixed bar but can scroll.Literally on the bottom of the page, Gray = Watchlist/not confirmed
Last year was AGM on Sep-22-2020? This was after the split.Yes, ideal timing would be to take effect about 8 weeks from now, coinciding with the end of the "flat-spot" in the 200-day Moving Average:
View attachment 685031
For a potential 5:1 split to take effect on about Fri, Sep 3rd (after-hours), the announcement should come during the 3rd week of August. This may work well with the timing of the AGM, where there will need to be a vote on increasing the maximum number of shares that Tesla can issue (currently limited to 1 billion; the BoD only has authority to exceed that share count by 20% w/o a vote of shareholders).
Hope a split works out for this Fall. The next advantageous moment may be after Elon's 2018 CEO comp. plan has been fully expensed (and appears in the 10-Q's), which could be 2022 Q1 or Q2.
At any rate, a split also paves the way for Telsa's listing on the DOW-30, or DJIA. That'll be a nice piece of free advertizing, especially as Berlin and Austin are ramping.
Cheers!
Dave Lee just posted his via YouTube --/ 1.10 / 11,300 / 500 / (110) /Here is a summary of the Tesla estimates for Q2.
Let me know if there is any other forecaster you want me to add to the list.
View attachment 687632
thanks - will update the spreadsheet.
Yeah, me too. It’s akin to wondering what life would be like without cake.I sometimes wonder what will the SP do when Wall Street is behind it, not against it…..
/s
Wu Wa with a NIGHT video of Shanghai taken July 22.
I have a feeling the sound is coming from the Dyno and not the Tesla.Listen to the cool sound of the S Plaid running on dynamo.
(4m30s mark)
If that sound was used when making Star Trek the Movie then Enterprise would have surely reach at least warp 8 instead of just cut out at a disappointing warp 7.
(1m20s mark)