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

[tivoboy]

These prices will not hold.

 

[heltok]

Can Tesla delay revenue/profit from Q4 to Q1? Q1 is the critical one due to cars in transit for several weeks not generating revenue, so if all quarters forward are to be profitable, delaying revenue from Q4 to Q1 seems sensible and it would contribute to Q4 being less than Q3.

Maybe by focusing on US deliveries instead of higher ASP EU/CN deliveries. Oh wait...

 

[sparcs]

So the drop here is for Q1 when he says they "target a tiny profit" via high profit versions of Model 3 to Europe. Correct?

Q4 results should not be too far off from Q3.

 

[KarenRei]

These prices will not hold.

Yeah, I'm not biting until I see a real check on the bottom. And even then, only with part of what I'd like to burn.

 

[Anton W]

Old news. And it's not a "Tesla" recall, it's a recall of 35-40 million cars worldwide from many brands.

Sorey, story was posted today by Sir Frederic the Honorable.

 

[SteveG3]

So the drop here is for Q1 when he says they "target a tiny profit" via high profit versions of Model 3 to Europe. Correct?

Q4 results should be not too far off from Q3.

I think that’s mainly it. Maybe some tipping off that SR launch is somewhat delayed vs last forecast.

 

[SBenson]

It's a good thing, but the SR being available would be a better thing. As I read the memo, they need the SR to sell the volume to fill the line.

Always value your take on things. I agree with the interpretation of "need the SR to sell the volume to fill the line"... However, I find it particularly puzzling that Tesla chose to remove 75kWh models for S and X. Do they not need them to sell the volume to fill the line? What's their reasoning behind such a counter-intuitive move?

 

[Anton W]

So, you are a different short troll ? Reported.

Not me. That guy is very short statured but to call him a troll might not be PC...

 

[mrdoubleb]

Tesla is recalling over 14,000 Model S vehicles exported to China due to Takata airbag issue

Uhh. For a moment I thought we have real royalty, the actual Anthon W among us. But he would have known better than to post about THE Takata recall that affected almost all manufacturers and millions of cars across the globe as if that was somehow a Tesla scandal.

 

[thx1139]

So the drop here is for Q1 when he says they "target a tiny profit" via high profit versions of Model 3 to Europe. Correct?

Q4 results should be not too far off from Q3.

Q1 will have more delay of turning costs into revenue with the delay on production to sale with overseas sales. Not sure how much longer it takes to get a 3 into customers hands when the vehicle needs to go on a boat and go through customs at destination(s). What routes do cars built in Fremont take to get to Europe?

 

[KarenRei]

Always value your take on things. I agree with the interpretation of "need the SR to sell the volume to fill the line"... However, I find it particularly puzzling that Tesla chose to remove 75kWh models for S and X. Do they not need them to sell the volume to fill the line? What's their reasoning behind such a counter-intuitive move?

It's been discussed before. 75kWh was quite low margin; the huge increase in cost to the 100kWh was almost all profit (only $4k or so worth of cells). Removing the 75kWh either lets them make a far more competitive priced 100kWh be their low-margin S/X, or alternatively lets them have (far) higher margins at lower volumes.

Remember that every year the addressable EV market grows by leaps and bounds. Maintaining constant sales volumes only requires selling to an increasingly small fraction of buyers.

 

[EVNow]

These prices will not hold.

You mean will go down ? Seems to be some support at 320.

Where are your puts at ? $300 ?

 

[KarenRei]

Testing $320. Surely going to break through.

ED: Broken. Keep it up... I might be able to get some 1 Mar $340s for a song

 

[SO16]

Tesla is recalling over 14,000 Model S vehicles exported to China due to Takata airbag issue

Oh dear heavens! I think this is the only car company on the planet that has had to recall Takata air bags!

 

[Tenable]

I'm having trouble finding the news this morning. Can someone please link? Apologies for adding to the noise.

 

[sundaymorning]

I'm having trouble finding the news this morning. Can someone please link? Apologies for adding to the noise.

Company Update

 

[Drax7]

They cut the headcount last June, then they grow the head count above the cut to new highs,
And Now they have to reduce the head count again.

 

[EVNow]

They cut the headcount last June, then they grow the head count above the cut to new highs,
And Now they have to reduce the head count again.

Its not the headcount that is driving the SP. Its about Q4 & Q1 profitability.

 

[SteveG3]

I dropped some nets in the water from $318.93 down to $298.93.

one catch, next will see if $313.93 brings in any takers.

 

[Toolsmack]

I’m buying today because it’s always a good day to buy when short trolls show up en masse