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

[Joe F]

Baby's getting closer:

"
We are also making progress on the industrialization of Cybertruck, which is currently planned for Austin production subsequent to Model Y."

 

[MABMAB]

Battery and Powertrain We have successfully validated performance and lifetime of our 4680 cells produced at our Kato facility in California. We are nearing the end of manufacturing validation at Kato: field quality and yield are at viable levels and our focus is now on improving the 10% of manufacturing processes that currently bottleneck production output. While substantial progress has been made, we still have work ahead of us before we can achieve volume production. Internal crash testing of our structural pack architecture with a single-piece front casting has been successful.

 

[82bert]

These numbers are outstanding and a clear “beat”. Can someone explain AH SP!?

 

[ZachF]

Hoo boy!

I had high expections, this is great. Home run!

High margins. Debt paydown.... all with declining reg credits!

Better than I expected!

Again those margins.... so good I have to say it twice! And this is with S/X still mostly down!

 

[The Accountant]

Can't understand why the stock is not over $700 after hours.

Non-GAAP EPS at $1.45
Gross Margins 24.1%
Operating Margin 11%
Free Cash Flow at $619m

These numbers are incredible.

 

[M|S|M MYP]

These numbers are outstanding and a clear “beat”. Can someone explain AH SP!?

Awaiting EC and guidance.....that's when we'll see the real action IMO.

 

[ThisStockGood]

 

[Unpilot]

Over a million cars annual production NOW.
Wait till next year!

 

[Mengy]

These numbers are outstanding and a clear “beat”. Can someone explain AH SP!?

My guess is the MM's are trying to hold it down in the AH? Very strange action after hours.

 

[StealthP3D]

These numbers are outstanding and a clear “beat”. Can someone explain AH SP!?

No, I can't. If the news posted in the above few posts is accurate, TSLA should be soaring.

 

[corduroy]

P/E now 350x from 650x

 

[heltok]

Skimmed the report. As expected. Confirmed expecting to make Y from both Berlin and Austin this year, which sounds good. Margins ex credits a bit better than we thought, credits a bit lower. Credit might just be moved to next quater, if so that is bullish. I guess the short thesis takes even more mental gymnastics to defend, but don’t worry, they are really good at it!

 

[StarFoxisDown!]

Can't understand why the stock is not over $700 after hours.

Non-GAAP EPS at $1.45
Gross Margins 24.1%
Operating Margin 11%
Free Cash Flow at $619m

These numbers are incredible.

Simply put, Wall St wasn't positioned for this good of a beat. You can see in the options. We might have a delayed reaction on a huge influx of volume later this week or next week.

 

[M|S|M MYP]

Can't understand why the stock is not over $700 after hours.

Non-GAAP EPS at $1.45
Gross Margins 24.1%
Operating Margin 11%
Free Cash Flow at $619m

These numbers are incredible.

Agreed....looks like a busted growth story to me......

 

[SOULPEDL]

I'm learning the beast.

 

[dhanson865]

Baby's getting closer:

"
We are also making progress on the industrialization of Cybertruck, which is currently planned for Austin production subsequent to Model Y."

That settles Troy's stupid rumor of the CT coming out of Austin before the Model Y.

We believe we remain on track to build our first Model Y vehicles in Berlin and Austin in 2021. The pace of the respective production ramps will be influenced by the successful introduction of many new product and manufacturing technologies, ongoing supply-chain related challenges and regional permitting. To better focus on these factories, and due to the limited availability of battery cells and global supply chain challenges, we have shifted the launch of the Semi truck program to 2022. We are also making progress on the industrialization of Cybertruck, which is currently planned for Austin production subsequent to Model Y.

 

[jerry33]

No, I can't. If the news posted in the above few posts is accurate, TSLA should be soaring.

I suspect that MM and Hedge Funds are trying to scare investors by throwing a lot of virtual shares at them.

 

[ZachF]

Battery and Powertrain We have successfully validated performance and lifetime of our 4680 cells produced at our Kato facility in California. We are nearing the end of manufacturing validation at Kato: field quality and yield are at viable levels and our focus is now on improving the 10% of manufacturing processes that currently bottleneck production output. While substantial progress has been made, we still have work ahead of us before we can achieve volume production. Internal crash testing of our structural pack architecture with a single-piece front casting has been successful.

Worth $700+ SP right there alone.

This report is gold!

 

[madodel]

Can't understand why the stock is not over $700 after hours.

Non-GAAP EPS at $1.45
Gross Margins 24.1%
Operating Margin 11%
Free Cash Flow at $619m

These numbers are incredible.

Most people outside this forum do not understand any of this.

 

[dl003]

This is the Miranda Kerr of all ER's. Perfect.