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

[wipster]

LOL. Troy is the most accurate

Isn't it our own @petit_bateau ? Per the chart, he called it

Edit: Nevermind, read it wrong...

 

[Krugerrand]

4) as was the case in 2018-2020 we seem to have lost a number of prolific posters( @Krugerrand , @TheTalkingMule) from this thread in recent weeks-months .... not sure what happens to these folks ... why do thy disappear ? I am not on any other other social media so this is new psychology to me...

1. do they get burnt out ?
2. lose a lot of $ on options?
3. know better than the rest of us ?
4. sold their positions?
5. get upset with mods ?
6. obviously it could be something personal .... health etc.

7) none of the above

Those who care to know simply contact directly.

 

[2daMoon]

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.

I thought it was a clear sign that there was a lot of inventory enroute on boats.

 

[Hiline]

LOL. Troy is the most accurate

1.18 vs actual of 1.19.

Isn't the actual 1.18? I'm looking at page 28.

 

[2daMoon]

7) none of the above

Those who care to know simply contact directly.

The CAT is BACK!

YAY!

 

[Singuy]

ASP went down 2k to 51421 vs q3.

So the question of the year is, how much will ASP be affected going forward after the price cuts? It seems that Tesla always had a hard time realizing higher ASP when they raised prices.

 

[mrmage]

The devil made me do it. (Flip Wilson)
Anyone for a quick dip now?

View attachment 899792

Was going to do something similar because the results didn't seem to warrant the bump, but my CCs would be naked.

 

[Prunesquallor]

7) none of the above

Those who care to know simply contact directly.

Good to hear from you.

 

[Hiline]

I thought it was a clear sign that there was a lot of inventory enroute on boats.

I don't see why Tesla would have that many units en route compared to the previous quarters.

 

[EVNow]

Isn't the actual 1.18? I'm looking at page 28.

In page 4 they mention 1.19. Thats what media is reporting as well.

 

[thx1139]

For those who can't load, Tesla guided for 1.8M deliveries for 2023.

If 2002 was 1.4M 50% growth would be 2.1M.

Am I doing the math wrong?

 

[EVNow]

Isn't it our own @petit_bateau ? Per the chart, he called it

Edit: Nevermind, read it wrong...

At first I did as well, GAAP vs Non-GAAP.

 

[wipster]

As usual, DriveTeslaCanada has a great synopsis:

Tesla beats Wall Street expectations with Q4 2022 and full year financial report

Tesla has published their Q4 2022 and full year financial results, and after setting new records in both production and deliveries last year, the automaker also set new records with their financials, beating analyst expectations [...]

driveteslacanada.ca

 

[kclifton]

I like how they made it a point to clarify that its 50% on multiyear not YoY

 

[MP3Mike]

For those who can't load, Tesla guided for 1.8M deliveries for 2023.

No, they didn't. That quote is about production:

The closest guidance for deliveries is this chart:

Which looks like about 1.65M.

 

[Singuy]

If 2002 was 1.4M 50% growth would be 2.1M.

Am I doing the math wrong?

Well Tesla said "long term" CAGR"...like since IPO kind of deal?

 

[petit_bateau]

Isn't it our own @petit_bateau ? Per the chart, he called it

Edit: Nevermind, read it wrong...

No.

TSLA actual GAAP EPS is $1.07 vs my GAAP forecast of $1.19. TSLA non-GAAP was $1.19.

Gary Black and Troy Teslike both nailed it depending on whether you pick GAAP or non-GAAP.

 

[thx1139]

I see the picture of the Semi, but I dont believe any other mention of the Semi in the report. This concerns me. Makes me thing the launch wasnt really a launch at all.

 

[Mengy]

View attachment 899798

I like how they made it a point to clarify that its 50% on multiyear not YoY

The Wall Street talking heads won't care, they'll still complain how this year was less than 50% as "Tesla guided us for"!

 

[Singuy]

No, they didn't. That quote is about production:

View attachment 899800

The closest guidance for deliveries is this chart:

Which looks like about 1.65M.

You're right, edited