Artful Dodger
"Neko no me"
I missed mainly on the Regulatory Credits and strong Lease Revenues:
Nicely sussed on SG&A + CEO Award.
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I missed mainly on the Regulatory Credits and strong Lease Revenues:
That's not how you do it.Investment Grade, come out to plaaaayyy
You can fix that issue any time though, just by paying it off.
Elon - the guy that thinks starting a colony on Mars, moving Earth bound personal transport to a new energy source, and buying a major social media platform to take it private and improve the freedom of speech on the platform (agree or disagree with the intent).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
The have $100,000,000 is total debt remaining. Adding the zero's may help us think that their total debt ia more than a few days of free cash flow.Best of all, the way I see it, is we don't care what Moody's has to say about TSLA debt. I really, really hope that Tesla does the 'inefficient' think and runs off of its own cash and doesn't borrow money. Or even roll over existing debt. Pay it off as it comes due and don't get any replacement loans.
I don't count lease type stuff - that's more working capital kind of stuff.
Nice to hear them all chuckling at the start.
Perhaps Bitcoin mining from excess electrons could add to future financing. Is a Tesla Bank possible?True enough. In my mind this also reveals an interesting problem with modern, or at least USA, business. If you don't have debt / leverage then you're not doing it right. Good for the investment bankers (that price and sell the debt), but not necessarily appropriate or good for individual businesses.
Part of my attitude here is that my understanding is that Moody's et. al. revisit and update bond ratings when the company has new debt to price, and pays them to do so. I suppose that a 3rd party can ask Moody's to update the rating as well, such as a mutual fund or endowment that wants to invest but needs the investment grade due to their investment criteria. I realize that I could be wrong about the update cycle.
Yeah, but he seemed to say one time. I dont see how that can be. Its not like other manufactures mix just took a big jump in CAFE standards.$288m of reg credit due to a CAFE change, did I hear that right?
remember the 3 day ruleWhile this is certainly a beat, I'm curious to see how the market actually reacts. As in tomorrow, when the SP drops because everyone thought a beat should have taken it up. We've all been down this road before. I'm happy they beat as a miss could have resulted in a precipitous Netflix drop, but I'm not convinced the Market is going to respond the way most think it should.
Basically the street treats TSLA opposite to what rational or even irrational investment strategy is. The street demands increasing margins, higher revenues, guaranteed sales, but usually finds something weird or does a word twist to frame excellent results in a negative light.You lost me there.
I could see them treating this as if it were another one-off anomaly that won't be repeated but not as missed expectations.
Volume production in 2024new vehicle mentioned ... dedicated robotaxi. no steering wheel or pedals.