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

[JBRR]

Man - I would pay good money for TSLA to play this as the pre-earnings call music

 

[KarenRei]

Wow #2, did you guys notice the following detail in the Model Y production line photos in the Q4 update letter:

View attachment 505748
That looks like a cast underbody to me ...

Patented high pressure metal casting/molding machine which lowers CoGs significantly already in action??

I think Elon had them include that picture specifically to freak out other automakers in their board rooms tomorrow.

(Once the Y line scales, expect the 3's body line to go down for at least one week - hopefully not an abnormally long time - to adapt it to include the new manufacturing and hardware systems used in the Y)

 

[Cosmacelf]

Wow #2, did you guys notice the following detail in the Model Y production line photos in the Q4 update letter:
That looks like a cast underbody to me ...

Patented high pressure metal casting/molding machine which lowers CoGs significantly already in action??

Good catch. I don't know how to quantify this (any manufacturing engineers out there?), but presumably this will help margins. I hope someone asks about this on the call which about to start.

 

[Zaxxon]

to the poster who asked a few weeks/($200+) ago,

this is now feeling like 2013

Congrats to Tesla, and all the TMC longs!!!

Concur.

 

[CaliBear1]

Well, this marks 300 dollars since I sold all 59 of my Jan21s calls and started a short straddle. I don't even know what to say or do or think at this point. Not only did I leave over 1 million dollars on the table because I ended up being weak long after all, but I actually lost a ton of money trying to short straddle it. Worst part of this is that I love this company and I want to hop back in and go long again, but I don't know if the parabolic movement will hold.

We need a "hug" emoticon.

 

[Buckminster]

Standby

 

[SMAlset]

I guess all the fancy music is to help educate all the newly minted $TSLA millionaires.

Or soothe those shorts who are losing and calm the manufacturers who are no doubt listening too and wondering how they got to this point.

 

[Cosmacelf]

Call started 3:32pm PST.

 

[SMAlset]

Good catch. I don't know how to quantify this (any manufacturing engineers out there?), but presumably this will help margins. I hope someone asks about this on the call which about to start.

i saw this and didn’t know what to make of it; looks like a strengthening piece due to the form.

 

[SMAlset]

Elon time!

 

[Cosmacelf]

Elon sounds fresh and upbeat. $20B in revenue with $0 advertising. Fremont producing at same rate that NUMMI did.

 

[Dare]

"tsla filter:verified" twitter got super quiet ~40 minutes ago.

This is hilarious:

John F. Carter on Twitter

 

[Cosmacelf]

Model Y factory in Shanghai has broken ground. Model Y production started in Fremont.

 

[DFibRL8R]

He’s coughing, hope it’s not the Corona

 

[Cosmacelf]

Cybertruck. Never seen this level of demand before. (Wow!). Will sell as many as they can make. Product will be better than people realize.

 

[Cosmacelf]

2019 generated $1B free cash flow while building shanghai, while model Y, while, etc.

 

[Fact Checking]

Good catch. I don't know how to quantify this (any manufacturing engineers out there?), but presumably this will help margins. I hope someone asks about this on the call which about to start.

I think about ~100 parts that previously had to be stamped and welded/screwed together at great expense, are now replaced by ~4 cast parts, which are also lower weight.

This also reduces new production capacity capital expenditures: welding robots are one of the most expensive parts of a car factory.

 

[AudubonB]

~~From the Office of Lord Vetinari

YES. Someone who wishes to update this thread with the salient points being revealed on the verbal report, PLEASE DO.

HOWEVER: Let there be just ONE such set of inputs. That increase the S/N to an appropriate number. All others: please sit on your hands (see below).

To be applied right now. It is @Cosmacelf who gets the nod. Thank you.

~~~Vetinari

Clarification: Posts other than a summary of the talk are fine!

 

[Cosmacelf]

CFO: In 2019 Model 3 orders transitioned from backlog to entirely new organic demand.

 

[StealthP3D]

Well, this marks 300 dollars since I sold all 59 of my Jan21s calls and started a short straddle. I don't even know what to say or do or think at this point. Not only did I leave over 1 million dollars on the table because I ended up being weak long after all, but I actually lost a ton of money trying to short straddle it. Worst part of this is that I love this company and I want to hop back in and go long again, but I don't know if the parabolic movement will hold.

The way millionaires are minted is by staying long and strong.

Do not sell even when it seems crazy over-valued. Unless you think the growth is over. Never try to time a gorilla!