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

[Drezil]

Whoa. Tesla account page all different now.

yup. Parts in german, parts in english. Want to sell me tesla solar - but on the "order"-page i can just sign up for a newsletter..

The only thing that works out of the box is always the US-Version

And i cannot check if the supercharger-payments went through... -.-

 

[M|S|M MYP]

Silver lining y'all.....Even with todays decline...we are still up from yesterday's close so we are up for the week!

 

[capster]

Chin up, take some punches in the gut.
Rope a dope, we gonna rumble in the jungle soon

Yup. I’m not that put out. If I had to choose between a green candle today and Tesla’s amazing Q2 performance, I’ll take the amazing performance.

Congratulations and thank you to Elon and everyone at Tesla!

 

[Curt Renz]

AP through Tribune - 1.5 hours ago: President Biden proposing aggressive Obama-era vehicle mileage standards, aiming for tougher anti-pollution rules to reduce greenhouse gas emissions

Excerpt:

In a major step against climate change, President Joe Biden is proposing a return to aggressive Obama-era vehicle mileage standards over five years. He’s then aiming for even tougher anti-pollution rules after that to forcefully reduce greenhouse gas emissions and nudge 40% of U.S. drivers into electric vehicles by decade’s end.

 

[pitabun]

Whoa. Tesla account page all different now.

Interesting there's a 'Charging' section where you can see your payment history.

 

[RobDickinson]

you can download your monthly charge data in csv format too

 

[Mardak]

What do you consider low interest and what was the interest rate of the debt that they paid off?

Comparing "Note 10 - Debt" sections from the last 2 10-Qs:

Nearly half was the 4% China Loan now fully paid off:

China Loan Agreements

In April 2021, we fully repaid the $614 million in aggregate principal of our secured term loan facility in connection with the construction of Gigafactory Shanghai (the “Fixed Asset Facility”) and the facility was terminated.

In June 2021, our Working Capital Loan Contract entered in May 2020 (the “2020 China Working Capital Facility”) matured and the facility was terminated.

 

[Accident]

MSFT cloud revenue up 51%. Growth in all sectors.
GOOG Ads revenue up 69%. Cloud Revenue up 54%
AAPL record revenue of $81B. Net income up 100%. Earnings beat 31%

It seems like we are opening red tomorrow.

 

[elasalle]

MSFT cloud revenue up 51%. Growth in all sectors.
GOOG Ads revenue up 69%. Cloud Revenue up 54%
AAPL record revenue of $81B. Net income up 100%. Earnings beat 31%

It seems like we are opening red tomorrow.

Yup, looks like all Big Fish on vacation in the Hamptons
no one biting ...

 

[BrownOuttaSpec]

Interesting there's a 'Charging' section where you can see your payment history.

you can download your monthly charge data in csv format too

That was there before but you needed to dig a little deeper to find it previously.

 

[Singuy]

MSFT cloud revenue up 51%. Growth in all sectors.
GOOG Ads revenue up 69%. Cloud Revenue up 54%
AAPL record revenue of $81B. Net income up 100%. Earnings beat 31%

It seems like we are opening red tomorrow.

So Tesla popping 2% AH was actually a gift from the wall street gods. And here people think they didn't appreciate Tsla's earnings.

 

[ZachF]

Comparing "Note 10 - Debt" sections from the last 2 10-Qs:

View attachment 688845

Nearly half was the 4% China Loan now fully paid off:

At $12b quarterly revenue and $7.8b debt, Tesla's debt/revenue ratio is now a paltry 16.3%. I bet it ends the year under 10%.

Here are the other major auto OEMs for comparison (source: morningstar, TTM)
118.3% Ford
95.1% Nissan
93.0% Toyota
91.0% GM
84.7% Volkswagen
83.0% BMW
81.1% Daimler
58.6% Honda

These companies have to pay billions of dollars just to roll their debt over.

 

[Singuy]

At $12b quarterly revenue and $7.8b debt, Tesla's debt/revenue ratio is now a paltry 16.3%. I bet it ends the year under 10%.

Here are the other major auto OEMs for comparison (source: morningstar, TTM)
118.3% Ford
95.1% Nissan
93.0% Toyota
91.0% GM
84.7% Volkswagen
83.0% BMW
81.1% Daimler
58.6% Honda

These companies have to pay billions of dollars just to roll their debt over.

I thought Legacy's debt is just an accounting issue as that's not money they have to pay back since it's all consumer debt owed to the company.

 

[jbcarioca]

FWIW, it seems Model S is now being delivered rapidly including formerly unseen options. That seems to suggest they've already cured the bottlenecks, whatever they were. This is purely inference from TMC Model S delivery thread, and my Tesla person saying lots of cars were now being delivered.

Soon, if that is true, we should see moment from the Fremont flyovers among other things.

Here comes that "50 cents per share".

 

[AudubonB]

Yes, but you must admit that it is funny to actually look up the Timbuktu market. Anyway there is one famous place there, worth a trip for the intrepid among us. It really was an amazing accomplishment:

Djinguereber Mosque - Wikipedia

en.wikipedia.org

Seriously, Tesla can have outsized success in a number of improbable places, nearly all of which must wait. One that would be worth attention right away are Kuwait, Bahrain, Qatar and Saudi Arabia. Each of those is significant for high-end vehicles and each has been set up by Jordan and Dubai.

The rest of the UAE is not covered either, really. The only store is in Dubai. Although there is a Supercharger in Masdar City, Abu Dhabi's sustainable city, there is no store there, nor in Abu Dhabi city. That is missing sales! S, X and upcoming Roadster and Cybertruck too.

And what about Al-Aksa?

dang autocorrekt…

 

[mltv]

AP through Tribune - 1.5 hours ago: President Biden proposing aggressive Obama-era vehicle mileage standards, aiming for tougher anti-pollution rules to reduce greenhouse gas emissions

Excerpt:

In a major step against climate change, President Joe Biden is proposing a return to aggressive Obama-era vehicle mileage standards over five years. He’s then aiming for even tougher anti-pollution rules after that to forcefully reduce greenhouse gas emissions and nudge 40% of U.S. drivers into electric vehicles by decade’s end.

The seed of change already taken root. Hope this is not just to take credit.

 

[Duffer]

As was posted earlier by @StealthP3D (?), "the Street" can read an earnings statement so it's not a matter of the MM's not "getting it". Their holdings are "overweight" in big oil, big auto, big utilities, and all of the supporting businesses/technologies that are part of those segments. Tesla's growth and the resulting disruption in the status quo hurts the MM's profitability. Until they are forced to shift out of their traditional holdings due to the collapse of fossil fuels and, to a lesser extent, the restructuring of the auto and utility industries towards sustainability "the Street" will continue playing their games.

 

[Tslynk67]

MSFT cloud revenue up 51%. Growth in all sectors.
GOOG Ads revenue up 69%. Cloud Revenue up 54%
AAPL record revenue of $81B. Net income up 100%. Earnings beat 31%

It seems like we are opening red tomorrow.

AAPL down 2.3%
MSFT down 2.8%
GOOG up a tad 0.7%

Weird market right now...

 

[CorneliusXX]

And what about Al-Aksa?

dang autocorrekt…

No thanks, i'm full now. But it is a tasty soup.

 

[Singuy]

AAPL down 2.3%
MSFT down 2.8%
GOOG up a tad 0.7%

Weird market right now...

The story of the market right now is supply chain. If your company is affected, good luck...Tesla included. From muting growth to leaving money on the table.