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

[SOULPEDL]

Whoever sold their 50 shares at $251, thank you. Can you now sell some at $245?

Thanks in advance.

Sold 50 @ $262, confirmed but I had to check

 

[TradingInvest]

At a minimum, Tesla could be viewed as a Uber/Lyft which is also working on their own robo cars, and is leading by so much other ride sharing companies don't have a chance to catch up.

In reality Tesla is much more than that.

Why would anyone participate Uber IPO at around $100B, but not invest in this leading ride sharing company called Tesla at $45B? Tesla is the most misunderstood company in the world.

 

[LordAstinus]

At a minimum, Tesla could be viewed as a Uber/Lyft which is also working on their own robo cars, and is leading by so much other ride sharing companies don't have a chance to catch up.

In reality Tesla is much more than that.

Why would anyone participate Uber IPO at around $100B, but not invest in this leading ride sharing company called Tesla at $45B? Tesla is the most misunderstood company in the world.

"We believe we will deliver between 90,000 and 100,000 vehicles in Q2. "

 

[JBRR]

Guiding for 2.5b capex with 2.1b$ cash and a guided Q2 loss. Capital raise seems a sure thing?

 

[SebastianR]

Did Elon just say that he is excited about the [upcoming] improvements on Powerpack/Powerwall?

Really like the new CFO...

 

[Driver Dave]

Takeaway:

Q1 is not great time to sell cars.

Not a great time to sell TSLA either.

 

[Chartered321]

Amazing, we set the bottom. Sky is the limit now

 

[tinm]

Zach sounds like he's 16 years old

 

[Chocochip]

Can we just take a moment and appreciate the fact that, right now, Mark Smeagol is staring at the AH SP and losing his sh*t?

 

[Doggydogworld]

300m increase in deferred revenue might be FCA.

Zach on now - most complicated quarter in Tesla history...

 

[schonelucht]

Outlook reads like Elon personally dictated it 5 minutes before release. Delivering 90-100k cars in Q2 while moving away from their "wave" approach? No way.​

Stands out as very curious for me too. Also, how can they be not profitable with 90k to 100k deliveries???

 

[tivoboy]

Did Elon just say that he is excited about the [upcoming] improvements on Powerpack/Powerwall?

Really like the new CFO...

And by improvements does he mean they’ll actually start delivering them?

 

[anon]

They expect quarter-ending cash balances to always be higher than at the beginning in all quarters going forward, including Q2 (from conference call, if I heard correctly).

Strikes me that this isn't consistent with the earnings report comment that they would only be operating cashflow positive though...maybe i didn't hear correctly.

 

[LordAstinus]

"Operating cash flow less capex should be positive in every quarter including Q2. As the impact of higher deliveries and cost reduction take full effect, we expect to return to profitability in Q3 and significantly reduce our loss in Q2. "

 

[Anstandswauwau]

tbh, Elon sounded like he was about to start crying any second

 

[Boomer19]

Guiding for 2.5b capex with 2.1b$ cash and a guided Q2 loss. Capital raise seems a sure thing?

Stands out as very curious for me too. Also, how can they be not profitable with 90k to 100k deliveries???

yeah - q1 only 280mm
but expected to grow to 2.5bb by year end. that may be one explanation

 

[bdy0627]

90-100k delivery in q2

How is Q2 not expected to be profitable with deliveries of 90-100k in Q2?

 

[anthonyj]

Basically sell the bad rumor and buy the bad news lol. Funny how it works

 

[anthonyj]

How is Q2 not expected to be profitable with deliveries of 90-100k in Q2?

Burn bears idk

 

[Right_Said_Fred]

On track for highest deliveries in any first month of a quarter