I get his point, but the difference between missing Delivery goal and missing break-even is huge. If you miss your delivery goal, you miss your delivery goal. If you miss some profits, there's always deferred credits and income you can tap on. Tesla is much more in control this time than it was in Q3 2019. Not apples to apples imo.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I would suggest that we all stop posting for a moment and go to 'Tesla Shop'.....sell a share AH...and buy, buy, buy! 
Edit: The return on THAT investment will be 'Yuge'
Edit: The return on THAT investment will be 'Yuge'
Yes, but likely no. ARKK can't buy more TSLA unless it makes up less than 10% of the fund. And given the recent performance TSLA is still likely >10% even after this inflow of funds.
Edit: Though as I look at the details it was 9.92% on 6/26, so I guess they could buy a little bit of TSLA, but they don't have to. (~3,600 shares?)
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only if the inflow outpaces TSLA’s rise ;-)
well, it could stop the regular sales that ARK has to do to avoid TSLA from growing too dominant in their portfolio. Which could also give upward pressure to the SP
Mike Smith
Active Member
Let's not forget, even if they have a tiny loss that's still a massive beat vs expectations.
LN1_Casey
Draco dormiens nunquam titillandus
And it would also undoubtedly mean that Q3, normally a much stronger Q, would be a significant beat and have S&P in its future.
The typical short personalities are flipping out about this email leak haha I can’t tell if they are more angry at Fred, Elon or themselves. Also are they equally surprised as us that Q2 could show a profit or break even...still seems surreal. Hopefully the earnings live up to expectations
Mike Smith
Active Member
There's also going to be big outflows coming at funds that are short TSLA if we break solidly above $1000. At some point you start looking like a complete fool being short a stock that keeps making all time highs..
I would say this. Every auto maker in the world WISH they can break even this quarter. A tear was shed for them and press F for respect
MTL_HABS1909
Active Member
I think many of us here have thought that a profit was possible for a while now. Everyone else is just catching up.
Krugerrand
Meow
I honestly can’t answer that survey. I have no idea, no predetermined number in my head. I’m playing it by ear. Perhaps when I see Tesla slowing down expansion or I have more money than even I can think of how to spend.
I would suggest that we all stop posting for a moment and go to 'Tesla Shop'.....sell a share AH...and buy, buy, buy!
Edit: The return on THAT investment will be 'Yuge'
Just ordered accessories for my 3, and my daughter is ordering eap & fsd for her 3.
Cheers my friends, let’s get’em!
UGH... I'm so tempted to by FSD on my Model X just to support 2Q #'s.. but I would hate for it to be all for naught. Therefore, it has to make sense to spend $7k for the actual service.. which idk if I can justify. Thoughts? Encouragement?
I'm just now getting updated since I went out for run right when that email broke. But I feel like that email has more to do with Elon wanting to beat Q2 2019 deliveries than anything else. Like others have mentioned, if Tesla is close, they have a lot of levers they could pull for profitability......But to post year over year growth on deliveries during a pandemic and economic shutdown......
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Artful Dodger
"Neko no me"
Elon Musk emails Tesla employees: 'Breaking even is looking super tight' | CNBC
"Key Points"
"Key Points"
- Tesla is expected to report its second quarter vehicle production and deliveries numbers before the 4th of July weekend.
- On Monday, around noon California time, CEO Elon Musk told employees in an email that promptly leaked: "breaking even is looking super tight."
Subject: Down to the last few days
To: Everybody
From: Elon Musk
Date: June 29, 2020
Breaking even is looking super tight. Really makes a difference for every car you build and deliver. Please go all out to ensure victory!
Thanks,
Elon
To: Everybody
From: Elon Musk
Date: June 29, 2020
Breaking even is looking super tight. Really makes a difference for every car you build and deliver. Please go all out to ensure victory!
Thanks,
Elon
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ZachF
Active Member
OK, I put some thought into this... It's 69,000 deliveries. Revenue will come from everywhere, maybe new places for a surprise, so my estimate could be a bit high so to speak. Nonetheless, it's in the bag.
Words of Encouragement; After Thursday....that $7k is a moot point when you will be up $50k
CNBC at 5pm EDST announced a TSLA bull will be on soon on re their 10 yr IPO accomplishments. Hard to guess who or exactly when.
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