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

[Yamantasdivar]

A little bird told me that deliveries were between 50k and 150k

Reliable source indeed.

 

[anthonyj]

Lol let’s see over $300. Got me a lot of lottos for this week. Unbelievably cheap still at $240. Will buy the gap fill tomorrow

 

[kbM3]

Yes, I need to recalculate inventory, receivables, payables - and possibly rethink ASP & Margin a bit.

But, gaap profit looks unlikely (with current assumptions 206M loss). @luvb2b model is has it even worse at ~$300M loss (slightly less deliveries assumed). Barring special revenue from Zev credits etc, we won't see gaap profit - but we can see a small non-gaap profit. That itself will be huge.

This is how the shorts will spin negatively.

I.e. “Even with record deliveries Tesla still can’t make a profit”.

 

[Zaxxon]

Reliable source indeed.

Nailed it!

 

[Pras]

Seems they managed the cost better so better margins and profitability. Seems a GAAP positive quarter, question is how much.

“In addition, we made significant progress streamlining our global logistics and delivery operations at higher volumes, enabling cost efficiencies and improvements to our working capital position.”

 

[Chop110]

Tesla makes the BEST cars in the world. WHAT DEMAND PROBLEM?!?

But... but... wait, this as good as it is going to get, plus margins, plus Tesla killers are coming, plus SEC doesn’t approve of Elon’s latest tweet... for the love of all that is shorty and holy, Spiegel would not lie to me!!! Goldman Sacs, why have you forsaken us!???!!!!

 

[wipster]

Ives "The shorts have to go back to their cave and hibernate..."

And this is summertime baby!

 

[Unpilot]

She has broken loose!

 

[mickificki]

The second stage is ignited.

We have now passed Max Q....

 

[Sparky4life]

Tesla's dead in Q4.

Plus, sales = bad because it means those people already got their cars and no one else is going to buy them once everyone who wanted one bought one or something like that.

I think that's why Amazon stopped selling books. Everyone who wants one already has one.

 

[humbaba]

Question: I'm seeing 1.1M shares in after hours. I know that is a lot, but I don't pay that much attention to after hours volume so I'm really not sure how much more than normal that is. 10x?

 

[Joe F]

Paging Adam Jonas...

 

[ZachF]

GUYS... DEMAND?

wHeRE is thE deManD!!!

 

[kengchang]

Q1 vs Q2

 

[EVNow]

I think that's why Amazon stopped selling books. Everyone who wants one already has one.

Amazon sells books ?

 

[ZachF]

 

[MarcusMaximus]

There were a lot of cars produced in March that they couldn't get delivered by the end of Q1.

Only ~3k more than there were at the end of Q2. The story here is older inventory sales, I think.

 

[kbM3]

Amazon sells books ?

Quit goofing off and go update your spreadsheet

 

[EVNow]

Question: I'm seeing 1.1M shares in after hours. I know that is a lot, but I don't pay that much attention to after hours volume so I'm really not sure how much more than normal that is. 10x?

Very low - <1000 per minute. First 30 minutes after P&D looks more like normal day opening >~50k per minute.

 

[Webeevdrivers]

Q1 vs Q2
View attachment 425682

I would love to see the break out for Canada. Do they do that?