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

[thx1139]

The $679m was surprising to me; I hope Zach can provide some information during the call.
It would be great if we could see a similar number in Q2 to offset the Shanghai shutdown impact.

Maybe it was just some checks in the mailbox they didnt notice before.

 

[ZachF]

Depending on whether you use GAAP or non GAAP, Tesla is either making a little more or slightly less than $10,000 in profit per car!

 

[MP3Mike]

Lol Tesla in their trolling fashion has their line be off the charts lol.

But it isn't... They just don't have competitor data for Q1 yet. (But the line is fully within the labeled axis.)

 

[thx1139]

You jest, but they probably will. Just like if you have zero debt, your credit tends to suffer.

True we use one credit card for everything. Run it up every single month and pay it off every single month. We like the rewards. Our credit report doesnt like it.

 

[generalenthu]

And with those blow out numbers, Tesla is still significantly under-performing S&P 500 for the day.

#InefficientMarketHypothesis

 

[Hock1]

This just in:

View attachment 795858

Are these the "investors" who are actually "market participants"?

 

[Drezil]

Depending on whether you use GAAP or non GAAP, Tesla is either making a little more or slightly less than $10,000 in profit per car!

And most of the price-increases are still taking effect in Q2 earnings! As you have to wait 3-6 months for the car all increases will play out 1-2 earnings later than the price-hike. And in q1 we had how many?

 

[Nocturnal]

Investment Grade, come out to plaaaayyy

True we use one credit card for everything. Run it up every single month and pay it off every single month. We like the rewards. Our credit report doesnt like it.

You can fix that issue any time though, just by paying it off.

 

[Beltsbear]

Depending on whether you use GAAP or non GAAP, Tesla is either making a little more or slightly less than $10,000 in profit per car!

Yes. Reading the investor deck is like reading financial porn.

 

[Knightshade]

True we use one credit card for everything. Run it up every single month and pay it off every single month. We like the rewards. Our credit report doesnt like it.

Kinda off topic but that's just about the least efficient way to make $ off credit cards possible.

Spend a few minutes researching better ways, then use the extra rewards to buy TSLA shares (See, I dragged it back on topic!)

 

[ZachF]

It will happen this year, ironically, when they have zero need for borrowing.

Tesla should open up a bank, start lending money, they have so much in excess.

Use the laser links in Starlink to frontrun/set up global arbitrage trades and just print money…

 

[Discoducky]

What is the industry average?

>70 for the last few years, but is currently 35

 

[ZenRockGarden]

No, but like actually. What is the plan with this much cash on hand? There's only so many factories and R&D to spend on

More supercharger stations covered in solar panels - at least that's what I hope they do. In reality, their agenda to roll out CyberTruck, Roadster, Semi, etc will actually eat a lot of ramp-up cash, which they now don't need to borrow from anyone as rates heat up.

 

[MABMAB]

https://tesla-cdn.thron.com/static/IOSHZZ_TSLA_Q1_2022_Update_G9MOZE.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22TSLA-Q1-2022-Update.pdf%22

Page 19 !!!

 

[StealthP3D]

No doubt the less liquid extended market can look different. Gonna have to see how the earnings call goes. Tesla says factory production is limited by supply chain issues so that concern ain't going away for now. We'll see how long Tesla can ride the gravy train of increasing prices and cherry picking builds based on upgrade options.

So, you're saying the competition is coming?

 

[insaneoctane]

Depending on whether you use GAAP or non GAAP, Tesla is either making a little more or slightly less than $10,000 in profit per car!

Didn't Elon just recently refer to Tesla as philanthropy? Hmmmm.

 

[TheTalkingMule]

I wonder how Moody's will even word the upgrade of TSLA debt? And what's the rationale going to be if we're below A1? Tesla could be in better financial shape?

This company is now completely untouchable, has no debt, and reliably prints billions of dollars every quarter. Wall Street is an absolute joke.

 

[Christine69420]

Now updated with Rob's and Troy's numbers:

View attachment 795546

This is some table!

 

[thesmokingman]

Use the laser links in Starlink to frontrun/set up global arbitrage trades and just print money…

Speaking of Starlink it was just news yesterday or so about Delta finishing their exploratory testing of Starlink.

Imagine some day in the future when all airlines are using Starlink.

Delta confirms ‘exploratory’ Starlink tests

SpaceX has said every passenger will be able to stream.

www.theverge.com

 

[jbcarioca]

What is the industry average?

Industry equivalent would combine dealer and OEMsoDOH tend to target around 60 days, with heat models typically around 30 days. Tesla's business model has an amazing cash conversion cycle, nobody else has ever come close to matching that and cannot unless they adopt a Tesla-like approach...but they cannot rid themselves of dealers and distributors.