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

[SPadival]

Guys - please consider the ignore function. I don't know who you are responding to, but unless you truly think they are providing some valuable info here, please assist with limiting garbage posts. We need less noise here.

Had em on ignore.. just had to push back some FUD. Now my post looks like I am talking to myself

 

[Freder Reeve]

Guys - please consider the ignore function.

Ignore is great but if all legit investors ignore them and no one corrects their b.s., newcomers will see their stream of FUD with no one left putting trolls in their place. I wish mods used Shadow-bans like they use on Reddit; (since they're clearly just letting them roam free) - let scumbags keep posting all day and no one would ever need to see their posts.

 

[EVNow]

People who call FUD just love to dig up posting history.
Start reading mine. From the absolute start.
Guess the date I got called by a hedge fund with an amzing offer to wash all your's brains?
Please get over yourself and look out of the Matrix window. It's right there.

I got better things to do than read your posting history. I'm commenting about that one post. It is trollish. Don't state as fact your wild speculations. Or give us links to see which "smart money" are divesting, who got fired for recommending TSLA etc.

May be you got confused. Did you want to actually, talk about this ?

BMW AG Chief Executive Officer Harald Krueger’s job is on the line over concerns he’s not aggressive enough in steering the luxury carmaker’s titanic shift toward electric and autonomous vehicles, people familiar with the matter said.

Bloomberg - Are you a robot?

 

[Doggydogworld]

Musk just retweeted an article that says the new Raven suspension uses Maxwell ultracapacitors! I saw somebody comment on this already in the thread linked below, but just thought I'd mention it here too, as it should have some financial implications for the recent takeover of Maxwell - e.g. they probably won't be looking to spin off the Ultracapacitor division (which was raised here as a possibility) and this should help to mitigate some of Maxwell's losses right away, even before the battery technology is in production.
Refreshed "Raven" Model S/X Suspension using Maxwell ultra capacitor?

Active suspension, yes. Maxwell Ultracapacitors? Unlikely.

 

[anthonyj]

Please load up as that will ensure we don't drop (as much).

Lol. If I hedge my entire position the stock will be halted until put expiry date

 

[Nb1277]

What’s the Street’s consensus on Q2 deliveries?

 

[EVNow]

If you combine two losers without support for a vigorous plan for transformation, you just get a bigger loser.

Don't worry - they can make it up in volume

 

[EinSV]

Spotted on reddit: poster was told no Model 3 inventory available. No Model 3 inventory remaining? : teslamotors

Quick check of the Tesla.com site shows:

0 Model 3 w/n 200 miles of SF
1 w/n 200 miles of LA
2 w/n 200 miles of Seattle
2 w/n 200 miles of NYC

ev-cpo shows 23 Model 3s currently in U.S.

While it is possible there is other inventory that does not appear publicly, seems promising and consistent with Elon's email reporting strong order levels.

 

[anthonyj]

What’s the Street’s consensus on Q2 deliveries?

<420 tbh

Actually at this point, if Elon is right and Tesla delivers 90-100k cars in Q2, it might scare big money and tank the stock. Elon has been on a roll with missing expectations so it’s pretty much expected that Q2 will be a miss. If it isn’t, then Elon will be viewed as a contraindicating contra-indicator which creates uncertainty where no one knows what/who to believe and future guidance is continuously disregarded (or something)
/s kinda

I’m really losing my mind

 

[anon]

Active suspension, yes. Maxwell Ultracapacitors? Unlikely.

Seemed unlikely to me too at first, but Musk did retweet the picture showing the circled cylinder that was claimed to be an ultracapacitor in the article. On the other hand, you may be right if he was just too busy and didn't read the article or look at the other picture before retweeting it!

 

[Electroman]

What’s the Street’s consensus on Q2 deliveries?

Whatever they deliver plus another thousand to engineer a miss.

 

[Pras]

Spotted on reddit: poster was told no Model 3 inventory available. No Model 3 inventory remaining? : teslamotors

Quick check of the Tesla.com site shows:

0 Model 3 w/n 200 miles of SF
1 w/n 200 miles of LA
2 w/n 200 miles of Seattle
2 w/n 200 miles of NYC

ev-cpo shows 23 Model 3s currently in U.S.

While it is possible there is other inventory that does not appear publicly, seems promising and consistent with Elon's email reporting strong order levels.

A lot of ships have been loaded over the last few weeks. So I am guessing they are on their way to China and the EU, and the US and Canada are just waiting. Hopefully the ships will be done leaving by early June so all the remaining cars in the quarter will remain in the US and Canada.

 

[Artful Dodger]

Can someone give an explanation of where the figure 2.3B comes from? This smells like another media smear based on some twisted logic.

Conflats Cap raise (net proceeds from May 2019 Equity raise) with CEO compensation. Yes, ISYN.

 

[wipster]

@ZachShahan Great article! Well done my friend. Damn glad to have you out there in the Cyber world, hope you get called in early August.

To quote Elon, "Yup."

 

[Doggydogworld]

Can someone give an explanation of where the figure 2.3B comes from? This smells like another media smear based on some twisted logic.

It comes from the "2018 CEO Performance Award" section of the 10-K (page 123):

As of December 31, 2018, we had $598.0 million of total unrecognized stock-based compensation expense for the operational milestones that were considered probable of achievement, which will be recognized over a weighted-average period of 3.1 years. As of December 31, 2018, we had unrecognized stock-based compensation expense of $1.51 billion for the operational milestones that were considered not probable of achievement. From March 21, 2018, when the grant was approved by our stockholders, through December 31, 2018, we recorded stock-based compensation expense of $174.9 million related to the 2018 CEO Performance Award.​

175m recognized in 2018 + 598m unrecognized but probable + 1510m unrecognized and not probable = 2.283 billion.

It's purely coincidental that net proceeds from the recent capital raise were also roughly 2.3b.

 

[Artful Dodger]

Every time, I keep saying to myself “this time will be different”. Nope. I am def buying puts the day before the reveal

...but the fake China fire video came out TWO days before the earnings call.

 

[JRP3]

So, it turns out Lex Fridman is a badass

Guy hit a girl on the street yesterday. I stepped in. He swung, I snapped him down, spun around for RNC choke.

Lex Fridman on Twitter

 

[Carl Raymond]

A 'surprise' would be more like, oh say perhaps:

• Construction on GF3 Phase 2 will begin on _____
• Model Y assembly is planned for _____
  
• New battery factory announced for _____

... Stock may be purchased via _____.cn

 

[SoGA Fan Club]

...but the fake China fire video came out TWO days before the earnings call.

Is there any evidence that it was faked? Has Tesla addressed it other than the OTA update the did? I keep waiting to tell everyone that it was faked or intentional, but I'm starting to get worried at this point.

 

[Nb1277]

Whatever they deliver plus another thousand to engineer a miss.

Anyone know the FactSet estimate?