Perhaps they are planning to license/sell their batteries to other companies.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Perhaps they are planning to license/sell their batteries to other companies.
Q1 they were pushing for bankruptcy in 10 months. We have to remember what really pushed the stock down. Elon's leaked email plus the negative FCF gave shorts the narrative of bankruptcy on the table. I remember people were talking about the amount of cash Tesla will end have having to be considered insolvent.
This ER completely destroyed the bankruptcy in 10 months narrative. Even you are relaxed about the company, so why are you selling? You'll be surprised and see how SP will go exactly opposite of your expectations because shorts really ran out of ammo. I said it before and I'm going to say it again, time is short's worst enemy. Today's report bought Tesla a massive amount of time for future product rollouts and FSD to become mature. We all know that Tesla needs to die a quick death, or survive long enough to disrupt. The shorts were really hoping that Tesla bleeds massive amount of money until they run out of investors. This positive cash flow thing from this point forward except quarters right before product roll out is devastating news for them.
Antares Nebula
Active Member
Perhaps @Fact Checking should be renamed to @Cup Half Full.
Ha, ha... I'm just joking. I love Fact Checking. He is obviously an extremely intelligent* and ardent bull, and will squash any bear FUD and BS with force and speed -- I really wish he would enter the lion's den on twitter, FB, or Seeking Alpha (where I frequently post) and kick some serious bear ass.
But sometimes his eternal optimism can really be blinding. Can I ask, Fact Checking, are there any claims or positions of Tesla or Musk that you disagree with or doubt? Anyway, this is only a minor criticism. Please keep doing what you're doing.
*I suspect he scores nearly perfect on his SATs and GREs, or whatever the European equivalent is. I actually have a close friend just like this (he literally scored a perfect on his GREs: a 1600, and he was drinking the night before). My friend is incredibly brilliant and can argue circles around me on a number of topics, but history has shown him to be wrong on several points. We see eye to eye on most issues, but incidentally, this friend of mine has a very bearish view on Tesla (as well as crypto currencies, which I'm neutral on). I would love to see him and Fact Checking in a live debate.
Ha, ha... I'm just joking. I love Fact Checking. He is obviously an extremely intelligent* and ardent bull, and will squash any bear FUD and BS with force and speed -- I really wish he would enter the lion's den on twitter, FB, or Seeking Alpha (where I frequently post) and kick some serious bear ass.
But sometimes his eternal optimism can really be blinding. Can I ask, Fact Checking, are there any claims or positions of Tesla or Musk that you disagree with or doubt? Anyway, this is only a minor criticism. Please keep doing what you're doing.
*I suspect he scores nearly perfect on his SATs and GREs, or whatever the European equivalent is. I actually have a close friend just like this (he literally scored a perfect on his GREs: a 1600, and he was drinking the night before). My friend is incredibly brilliant and can argue circles around me on a number of topics, but history has shown him to be wrong on several points. We see eye to eye on most issues, but incidentally, this friend of mine has a very bearish view on Tesla (as well as crypto currencies, which I'm neutral on). I would love to see him and Fact Checking in a live debate.
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Maybe I just don't understand finance, but if Tesla added a few hundred million of cash to their pile this quarter, it seems like they could have quarters like this indefinitely and continue to make the pile bigger and bigger. I don't understand what problem people are seeing to say this wasn't a good quarter financially. From what I understand, the loss is basically just accounting details (eg write-offs)
Almost everything he said on this call, he had said before.
I wonder if he's an AI now...
Yeah that's why people here were all like "hey not bad.."....except for the JB news. But probably equality countered by roadmap to 2twh news.
Antares Nebula
Active Member
Many may be surprised by this share price reaction, but it is about what I expected (I had sold weekly 275 calls and bought 250 puts), keeping my core position unchanged. The run up since the 180 bottom was too quick (and with many gaps). Unless the earnings was a significant beat (certainly possible), the shares were bound to pull back on an in-line or miss. Of course, I was hardly certain this would happen (otherwise I would have sold my core position). I got lucky today (As always, I consider trading around my core position to be based on less skill and more luck and so size it appropriately).
Regardless, I view the report and fundamentals as strong. The media headlines are once again colored. I will use the dip to add to my long term position in the coming weeks. GLTA!
Regardless, I view the report and fundamentals as strong. The media headlines are once again colored. I will use the dip to add to my long term position in the coming weeks. GLTA!
I have to say knowing first hand and dealing with a major CS issue that the issues are far worse than they seem and the people making the decisions are worse than used car dealers. Tesla CS is an oxymoron and Tesla managers are the later half of that word.
Let me tell you the headlines for the next couple days:
- Tesla losses widen and continue
- Model S and X irrelevant, no demand
- Continued executive departures
Tune out the noise. The fundamentals haven’t changed. The story has gotten better— look at GF3
- Tesla losses widen and continue
- Model S and X irrelevant, no demand
- Continued executive departures
Tune out the noise. The fundamentals haven’t changed. The story has gotten better— look at GF3
Then he's a moron
Artful Dodger
"Neko no me"
-$1k standard pearl white paint == its a wash after July stepdown of tax credit
I wouldn't say that..many people held massive amount of money with Tesla the past 5 years and made almost no return. Bulls have very little evidence that they are brilliant investors for choosing Tesla right now. Maybe call him a moron when the SP doubled what it is today.
EVNow
Well-Known Member
Being bearish in of itself, need not be moronic. Its a question of why.
For eg., short term you can be bearish because you think the next quarter won't beat expectations or in the long term because there are lot of risks/unknown etc.
humbaba
sleeping until $7000
Actually, Q1 was specifically called out as being a possible exception. He never said every quarter, he applied a caveat.
That said, Q1 was definitely worse than anticipated and Q2 was not anticipated by that statement. And now Q3 is being revised to neutral.
So, yes, there is some goalpost moving going on. But, no, it is not quite what you are saying.
2 TW, wow.
Elon's "private" secret master plan is being revealed bit by bit. Rather than simply help to accelerate the transition to EVs and sustainable power (the OEM's have been hopeless and are almost all lost causes) he intends to be first to market with large-scale FSD and ultra-low-cost TaaS. The disruption to all existing ICE transport and most OEMs will then be fast and brutal.
2 TW should be enough for Tesla to plonk stationary storage everywhere, and to supply both themselves and surviving OEMs with enough battery packs (and drive trains) to convert most passenger ICE miles to EV TaaS miles by 2030. Tony Seba (RethinkX) suggests that TaaS will deliver 95% of passenger miles in the US alone via 26 million EVs with FSD, assuming TaaS usage per vehicle is 10x more than individual owned vehicles.
The world climate crisis absolutely needs a shocking disruption on this scale, in 12-24 months it will be utterly obvious to everyone that it is happening, and it will trigger a bunch of other shock disruptions around the world such as described in The Green New Deal. Our survival as a species depends on this.
StealthP3D
Well-Known Member
He was trying to get the point across that as the production of all cars continues to ramp in an exponential fashion, the S/X will become proportionally less and less significant (the market for cars in that price range is relatively small). He also said the 2019 Model S is vastly improved over the original 2013 Model S.
Don't worry, Tesla will not stop making the Models S&X, they are quite profitable, it's just that there is limited room for that profit to ramp vs. the more affordable Model 3 (and soon the Model Y).
Artful Dodger
"Neko no me"
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