Both those stories are clearly false. A google search shows there is no legitimate news source reporting them. What is your source?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Todd Burch
14-Year Member
Exhausted the remainder of my broker account and bought more TSLA @ $233.81. This will all be in the rear view mirror soon.
Just to try to quantify this, my model says VW looks about the same as FCA as far as emission penalty reduction goes - in 2020 each ZEV added to the fleet reduces the penalty by ~20,000€. A 3,000€ loss per vehicle is a bargain.
... he says, without mentioning the impact on cash flows.
How about $145 M missing profit for a quick approximation?
Cheers!
Your post was in reference to the 700mUSD net loss and not CF. That the inventory buildup explains the net loss. It doesn't.
Anstandswauwau
Member
I think it's worth listening again to exactly what Elon said.
.
With respect to raising capital, he said the following or very close to it:
"I think it is healthy to be on a spartan diet for a while..."
"There is some merit to raising capital".
But I think the bit that's getting misinterpreted, potentially, is:
"...But this is probably about the right timing."
Did he mean that this is probably about the right time to raise capital, or did he mean the timing needs to be right to raise capital? If you look at what he said before that I'm thinking the latter.
Edit: I see somebody else was saying the same with a written transcript that might be more useful. Meh. Never mind, I'll leave this here anyway.
With respect to raising capital, he said the following or very close to it:
"I think it is healthy to be on a spartan diet for a while..."
"There is some merit to raising capital".
But I think the bit that's getting misinterpreted, potentially, is:
"...But this is probably about the right timing."
Did he mean that this is probably about the right time to raise capital, or did he mean the timing needs to be right to raise capital? If you look at what he said before that I'm thinking the latter.
Edit: I see somebody else was saying the same with a written transcript that might be more useful. Meh. Never mind, I'll leave this here anyway.
Artful Dodger
"Neko no me"
I was skeptical too. But it's on their website. I notice the OP neglected to mention that these rental operator shut down all its rental operations including all its non-Tesla EVs. But including that information wouldn't help make his point, would it?
It's disingenuous when a commenter cherry picks news to support their narrative. I recommend caution with that source of information. It's usually from the spin-zone.
Cheers!
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I am not referring to "what makes sense from Tesla's production planning perspective", but more from a customers perspective (who follows the company closely, is heavily invested and is in the market for a electric SUV).
- the M3 pack architecture has better thermal management and less prone for fires.
- 2170 enable a much higher charge rate
- 2170 arguably have a longer life cycle
We are holding off on our purchase till the battery pack update on the X or the model Y.
Todd Burch
14-Year Member
Market appears to be slapping itself in the forehead for last week's trading and realizing: "Oh yeah. They're still the market leader by far. This too shall pass."
Wow, Literally 20 minutes ago I bought at $233.81 and we're at $239 now...
Wow, Literally 20 minutes ago I bought at $233.81 and we're at $239 now...
Well, shorts tried pushing it down at the open and failed.
Tesla's "loss" in 2019Q1 is mostly explained simply as Model 3s in-transit and total vehicles produced but unsold by end of quarter (they'll sell; don't worry).
Explain this again in very small steps.
Artful Dodger
"Neko no me"
Lol, do you really want to be make your first 2 posts here on TMC on this losing issue? Read Neroden's point on the opportunity cost of inventory increases. You ignored my answer: $145M effect on profit. Buh-bye.
Only .001% of users will read them anyway.
Need a big day considering how damaged the technicals and confidence is after last week's disaster. Ending the day at 240+ and hopefully daily highs. This would be a great start to ride out some recovery rally this week.
If we fall back to near 235 it means that institutions are still selling as the volume is massive.
If we fall back to near 235 it means that institutions are still selling as the volume is massive.
Check the website of the company EC - Rent This company is really well known in the Dutch section of this forum (owner was an active member for a while too)
bdy0627
Active Member
I think $240 will be vigorously defended. Getting back above that would make this drop look like a look below and fail with obvious climb potential. Shorts cannot let that happen if they can help it.
The problem with big institutional sells is you never know when they're just going to spontaneously stop.
Contrariwise, we don't know how many potential share buys have been waiting on SEC news.
And we don't know how much people actually care about the results of picking over the 10Q relative to these other two elephants in the room.
Time will tell...
Anstandswauwau
Member
Short time technicals are looking reasonable well. If you believe in a quick reversal, now is the time to get in.
Not an advice.
Yes, if they would have ended the quarter with 0 cars in transit then the net loss would have been 555mUSD.
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