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

[bhtooefr]

China still uses NEDC, so probably not.

(I'm gonna guess it's just the existing LR pack, but it could potentially be a China-specific LR pack made with LG or CATL cells.)

 

[Artful Dodger]

Does the more than 600km range variant come with a new cell chemistry?

Article doesn't say, but the LR pack +6% would deliver about that range. That's the energy density of the chemistry GF1 switched to last Fall. Since then, Tesla has been using fewer cells to make the same range.

None of this is confirmation though, it just means it does not imply anything new in the bty pack beyond what's already known. Specifically, this news is NOT confirmation of some new CATL bty pack, nor does this news preclude a new pack.

Reporters / Journalists are Arts students (that needed jobs).

Cheers!

 

[KarenRei]

China still uses NEDC, so probably not.

This. It's NEDC. Their range figures are a joke and should be ignored, except in comparison to other range figures from China.

 

[ev-enthusiast]

U.S. 10 year treasury yield dipped to 0.695 for a second. Now rebounding.

 

[vikings123]

 

[TheTalkingMule]

Sp500 testing 2800 should be a good bottom for this mess.

 

[Drax7]

The first airline bankruptcy was today: Lessons from the Airline Industry’s First Coronavirus Bankruptcy

Then I found this (as of 4Q 2019):
THE DEBT-TO-EQUITY RATIO OF MAJOR U.S. AIRLINES
Airline Debt-To-Equity Ratio
United Airlines 177.35
Allegiant Airlines 166.48
Spirit Airlines 157.34
Hawaiian Airlines 125.92
Delta Airlines 117.17
Alaska Airlines 74.28
JetBlue 65.68
Southwest Airlines 40.70
American Airlines (AAL) is not included as it is currently running a negative debt-to-equity ratio.

Context:
The Debt-To-Equity Ratio in the Airline Industry
The average D/E ratio of major companies in the U.S. airline industry is 115.62, which indicates that for every $1 of shareholders' equity, the average company in the industry has $115.62 in total liabilities. The airline industry is a highly capital intensive sector and is often considered to have some of the highest D/E ratios.

Ratio or percent, if percent then divide by 100.

 

[Fact Checking]

Here's the latest FactSet estimates (from yesterday) posted to Twitter:

For Q1 it's expectations of 103k deliveries - a bit high...

 

[Highway2Heel]

Sp500 testing 2800 should be a good bottom for this mess.

2722.2 is the 52 week low.

 

[vikings123]

Here's the latest FactSet estimates (from yesterday) posted to Twitter:

View attachment 518740

For Q1 it's expectations of 103k deliveries - a bit high...

Thanks, can you please post a link to the tweet? I do not see anything under Factset’s tweets.

 

[KarenRei]

Here's the latest FactSet estimates (from yesterday) posted to Twitter:

View attachment 518740

For Q1 it's expectations of 103k deliveries - a bit high...

I don't think it's a bit high at all.

 

[lklundin]

Wow, you really want this to be true, lol. And are working hard to make it so!

Now redo your analysis with 'leverage' included. Find out how much paying dividends reduces shortzes leverage.

Cheers!

Thank you for this feedback.

What kind of leverage can a short-seller use that gets them more exposure to paying dividends than (short) exposure to the stock itself?

 

[avoigt]

Not sure how to say this best to not be misunderstood but I really like to read a lot about panic today.

Getting greedy when others have fear.

 

[GFernandes]

Autopilot restrictions being lifted in EU? Will report back to confirm as soon as I get the update.

 

[Artful Dodger]

Thank you for this feedback.

What kind of leverage can a short-seller use that gets them more exposure to paying dividends than (short) exposure to the stock itself?

Not certain I fully understand your question, so I'll share the following ( also, paging @KarenRei )

Puts. Derivatives in general possess leverage, while equity (which includes short sales) has ~1:1 leverage (less any fees, which for shorts includes borrowing costs AND any dividends that are payable to the owner of the equity).

This last bit is how paying a dividend discourages shorting, because it increases their costs thus reduces their leverage. They get a worse return on such a short, and have more exposure to losses.

Cheers!

 

[The Accountant]

Not sure how to say this best to not be misunderstood but I really like to read a lot about panic today.

Getting greedy when others have fear.

It's a Wonderful Life:
Can't you understand what's happening here? Don't you see what's happening? Potter isn't selling. Potter's buying! And why? Because we're panicky and he's not. That's why. He's pickin' up some bargains. Now, we can get through this thing all right. We've, we've got to stick together, though. We've got to have faith in each other.

Starts at 2:20

 

[mad474]

Not sure how to say this best to not be misunderstood but I really like to read a lot about panic today.

Getting greedy when others have fear.

Fresh month, fresh money. Yay!

+5 @ 685USD (605EUR)

 

[Chocochip]

Jay in Shanghai on Twitter

Reports of MIC performance models on delivery trucks. This along with the model Y deliveries should help with a higher ASP and margins.

Do we know what wall street is expecting for deliveries this quarter?

This doesn't make a lot of sense. We would have seen an application from Tesla for a permit to manufacture and/or sell the Performance version, and we didn't. They just received approval for the LR-RWD version today, but no Performance. AFAIK, they only have approval to manufacture and sell the SR+ and the LR-RWD in China so far.

Is it possible that the markings in Chinese characters on the left side of the boot lid are a regulatory requirement for ALL cars sold in China, whether made there or imported?

 

[Yuri_G]

Here's the latest FactSet estimates (from yesterday) posted to Twitter:

View attachment 518740

For Q1 it's expectations of 103k deliveries - a bit high...

I'm pleased they aren't aware of Model Y yet.

 

[Dare]

The most useful quote I’ve seen lately that the media, Wall Street, etc. enjoys painting the picture of the markets being like a casino. When what is really happening is you’re taking ownership in a company. It seems obvious but I think it’s worth repeating. These people want what you have.