myt-e-s-l-a
Member
Tesla knew it was bad when ....
Telsa's announcement came minutes after the conclusion of after-hours stock trading.
Telsa's announcement came minutes after the conclusion of after-hours stock trading.
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Very disappointed in these numbers. Also S&X numbers will have to come back up as they still contribute a significant amount of the total profit and at these levels they aren't enough. Can't believe over 13 weeks Tesla still didn't manage over 5k per week production, maybe they had some issues with the European and China versions of the car but i don't see why they would be that different. 360-400k for the year seems very unrealistic to me. That means they must average 99k total deliveries for the next 3 quarters just to hit the lower guidance.
Also I don't understand how registered vins could be so high but they don't even produce at a 50% to registered vins. Obviously you can't only go on vins but I don't think they have ever been this off before.
Sky is not falling, but these revenue #s may make Q2 S&P addition a whole lot less likely unfortunately.
no because then I would have to deal with tax stuff that I frankly don't care to. and my point is not to berate others, its about creating a better community for everybody and getting people to recognize that some of the blind bulls with their long eloquent posts are doing a lot of harm because people aren't skeptical enough of them as it reinforces their priors.
no because then I would have to deal with tax stuff that I frankly don't care to. and my point is not to berate others, its about creating a better community for everybody and getting people to recognize that some of the blind bulls with their long eloquent posts are doing a lot of harm because people aren't skeptical enough of them as it reinforces their priors.
How do you figure? S&P inclusion is based on 4 quarter and recent quarter GAAP profit and Tesla is carrying a headwind of $465 million from Q3 and Q4. A profit of $200 million in Q2 would allow entry even with a $600 million Q1 loss...Sky is not falling, but these revenue #s may make Q2 S&P addition a whole lot less likely unfortunately.
Yeah guys time to go in a hole for 3 months. FUD is gonna be crazy after this and the only thing to change the narrative is waiting another 3 months to see what Q2 P/D numbers are. The S/X numbers were expected to be bad but not that bad and I'm still scratching my head on Model 3 production. What's the holdup on getting above 5k/week at this point? It can't be the paint shop at this point because there were less S/X going through the paint shop this quarter. I really wish we could get some clarification as to what's going on.
Also, giving guidance for Q2 would have been much more reassuring than just reiterating 2019 guidance.
Lot of speculation regarding the morning spike. Was surprised as everybody else. In fact, thought for sure that it would go down due to the delay of the report, so I sold some shares at 288, but ended up buying them back at 292. Ouch!
So you could have made hundreds of thousands on trading today and tomorrow.
If you were as clairvoyant as you present yourself, I think you could afford an accountant to handle “all the tax stuff you frankly don’t care about.”
If you really wanted to make a stand, publicize and act on your big bearish bets. If you nailed every downturn and used it to grow your position you could be as influential as the bulls you deemed blind.
Also I don't understand how registered vins could be so high but they don't even produce at a 50% to registered vins. Obviously you can't only go on vins but I don't think they have ever been this off before.
Which is why we'll have to go through way more than an extra quarter of FUD...
How do you figure? S&P inclusion is based on 4 quarter and recent quarter GAAP profit and Tesla is carrying a headwind of $465 million from Q3 and Q4. A profit of $200 million in Q2 would allow entry even with a $600 million Q1 loss...
The company never guided 500k, that was just Musk being Musk. Like his 100-200k Model 3s in second half of 2017 or "have no doubt" of 10k Model 3s per week in 2018. The market ignores his numbers.It's a guide down from the 500k rate from what it seems.
Honestly if I can cut my position 30% at $288 I'll be happier than a pig in *sugar*. I'll be happy at $278 even. I'm guessing it opens at $270 and drills to the $250's before it bounces again >.>That's okay, you'll likely get the chance to sell them again at 288 tomorrow.
You know what Freud would say about this.Corrected.
This new world is hard for ppl with fat fingers.