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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Pictures of 4680 production at Austin and Megapack at Lathrop
For those who can't load, Tesla guided for 1.8M production for 2023.
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Based on how 2022 went, really, really good numbers IMO. Obviously, my opinion does not matter, but the future is def bright!
SebastienBonny
Member
Solid earnings. Investor day is key with more information on new platform.
Cybertruck production on track for this year.
50% cagr guidance still confirmed.
EPS beat and revenue beat. Nothing wrong with this report.
Cybertruck production on track for this year.
50% cagr guidance still confirmed.
EPS beat and revenue beat. Nothing wrong with this report.
In the midst of all the excitement over Q4 earnings, myself, @MartinAustin , and @Gigapress found time for a tiny Tesla Investor meetup in Austin last evening. In true Tesla fashion, we supped near a Tesla showroom, with at least one of us parked at the Superchargers nearby.
Much was discussed, including but not limited to the oft-undervalued longevity of Tesla vehicles, and demonstrated by MartinAustin's 2013 Model S with well over 250k miles on it - original battery and all. A lot of discussion about the possible and expected synergy with Boring Loop(s) and Tesla's lead in autonomy, combining with their lowest-cost-per-mile solution and all that implies about the future of *clean and cheap* city mobility and who might dominate it. For humor, there was some (only semiserious) gnashing of teeth over my partner's buying the "discounted" 2022 Model Y, 2 weeks before the big Jan price drop. Hey - she did her part for Q4, still excited about the free SC miles.
We all expected Model Y to be best selling car on earth shortly-- possibly there already by TTM measurement. Further discussion of the excellent, low-debt high-cash-flow financial condition of the company and the discovery of the exciting news about Giga Nevada implying a LOT more 4680's in our future helped to round out the fine and rewarding conversation.
Martin and Giga, please feel free to add your own touches.
IMO : HODL FTW (NotInvestmentAdvice)
Much was discussed, including but not limited to the oft-undervalued longevity of Tesla vehicles, and demonstrated by MartinAustin's 2013 Model S with well over 250k miles on it - original battery and all. A lot of discussion about the possible and expected synergy with Boring Loop(s) and Tesla's lead in autonomy, combining with their lowest-cost-per-mile solution and all that implies about the future of *clean and cheap* city mobility and who might dominate it. For humor, there was some (only semiserious) gnashing of teeth over my partner's buying the "discounted" 2022 Model Y, 2 weeks before the big Jan price drop. Hey - she did her part for Q4, still excited about the free SC miles.
We all expected Model Y to be best selling car on earth shortly-- possibly there already by TTM measurement. Further discussion of the excellent, low-debt high-cash-flow financial condition of the company and the discovery of the exciting news about Giga Nevada implying a LOT more 4680's in our future helped to round out the fine and rewarding conversation.
Martin and Giga, please feel free to add your own touches.
IMO : HODL FTW (NotInvestmentAdvice)
Seems like after hours gamblers investors are waiting for the call before making any bets investments
Just calling it out: 1st year with over 1 Million deliveries.
2023: >$100B revenue?
2023: >$100B revenue?
larmor
Active Member
So continued growth, beating EPS estimates, and Elon is not micro managing. Huge bull flag.
So 37% delivery growth for 2023. That's conservative and would make for two years below that 50% average growth, but given the market environment that's probably good and safe guidance.
EVNow
Well-Known Member
Only negative news I've caught so far is the excess of production over deliveries. Excess vehicles for Q4 were 35k, up sharply from 22k in Q3. This is a clear sign of waning demand at the old price levels, IMO.
SebastienBonny
Member
Was the ACTUAL guidance of produced cars in the shareholder deck before?
1.8M seems easy for Tesla. But an actual number takes away all guessing work.
Deliveries look like 1.7ish.
1.8M seems easy for Tesla. But an actual number takes away all guessing work.
Deliveries look like 1.7ish.
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