Mike Smith
Active Member
It gets better - only 5% of cars are subject to lease accounting, down from 7% last quarter.
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do you work for GLJ research? clearly %growth slowing QoQ. Busted growth story at its finest
Deliveries 2020 2021 CHANGE Q1 88,496 184,800 109%Q2 90,891 201,250 121%Q3 139,593 241,300 73%Q4 180,667 308,600 71%YEAR 499,647 935,950 87%
G R O W T H
>10% of S/X produced (1,359) were not delivered. That's >$100 million in revenue for the 'seasonally weak' Q1.So much for unwinding the wave. Perhaps Tesla logistics is just improving at an even faster rate than Tesla manufacturing.
I’m wondering if these number are putting Gordon in danger of being kicked out of his Moms basement.do you work for GLJ research? clearly %growth slowing QoQ. Busted growth story at its finest
Run rate of 1.2m + 150k each in Berlin and Austin. That isn’t my guess but the bare minimum of what Wall Street will have to model.Don't forget to add Austin and Berlin numbers. My guess is 1.9m in 2022.
Deliveries 2020 2021 CHANGE Q1 88,496 184,800 109%Q2 90,891 201,250 121%Q3 139,593 241,300 73%Q4 180,667 308,600 71%YEAR 499,647 935,950 87%
G R O W T H
But the YoY growth is slowing from Q3 to Q4… that’s not good
Deliveries 2020 2021 CHANGE Q1 88,496 184,800 109%Q2 90,891 201,250 121%Q3 139,593 241,300 73%Q4 180,667 308,600 71%YEAR 499,647 935,950 87%
G R O W T H
Omg that gif made my day.Unfortunately, there were no opportunities to load up all retirement accounts with max contributions before these numbers hit.
If somehow futures, macros tank and Tesla goes flat or red, this will be me:
Numbers are out.
P: 305,840
D: 308,600
Haha, buddy. We were right!I’m still processing these numbers…….I haven’t even gotten to think about how I want to play the 1100/1150 calls I picked up at close on Friday.
Could be looking at some serious movements on Monday with these results.
The real question is do I sell on the initial pop or wait for an announcement of start of production at Austin (and possibly Berlin) that could cause a 2nd rally midweek
This number is so ridiculously low. I think it's people fearing how they can't get another lease once this runs out due to such a high demand that has a 1 year lead time and not allowing you to purchase your lease are culprit. The average lease % in the luxury segment is 30%.It gets better - only 5% of cars are subject to lease accounting, down from 7% last quarter.
Party like it’s 2022$1145 strike call holders, what is the plan for tomorrow ?