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

[ZachF]

High margin, increased regulatory credits should continue into Q3/Q4 which confirms they will be massive blowouts barring events outside of Tesla's control.

Seems like AH is finally realizing how good this is. Maybe the conference call flushes more out.

I wouldn't be surprised to see $10b in revenues in Q4.

 

[Unpilot]

Better revise your sell orders...up..way up

 

[joefee]

I think the energy storage business turning profits is HUGE.

So they are breaking into the trillion dollar utility business with weapons that no one else possesses in quantities yet.

The profit potential here can dwarf their car business.

Don't believe many people are taking this into the equation. I wasn't until a few months ago, not seriously anyway. Was one of those future things. Yeah, well it is here.

I'm on a waitlist for Solar Roof ... demand is very high!

 

[adiggs]

I think this earnings release document has the least mention / impact from CV of any I've seen so far. It's alluded to here and there, but where most everybody is leaning on CV to explain any and everything, Tesla barely mentions it (lower production days, uncertainty makes it hard to project consumer sentiment in the 2nd half).

That's cool

 

[Todd Burch]

It's ok now but expected more up with a profit....

Well we are within $80 or so of intraday ATH. Let's see how this evolves. Elon may share some news on the call that boost things further. (Or may make it go the other way, lol).

 

[Chocochip]

OpEx at $940M, higher than I expected with all the shutdowns... might be related to increased activity on the energy side.

 

[Stretch2727]

Confirm target for 500K units this year! This to me is one of the biggest take aways. Strong forward guidance.

 

[MABMAB]

Big dog suiting on the porch enjoying the show

 

[Todd Burch]

$TSLA halted due to volatility.. Retail is driving this move higher.... Expect a huge sell tomorrow if we gap above $1700

Huh? Where do you see that? My ticker's still movin'.

 

[Buckminster]

Stamping press or casting m/c on pg 13?

 

[Todd Burch]

"We have the capacity installed to exceed 500,000 vehicle deliveries this year, despite recent production interruptions. While achieving this goal has become more difficult, delivering half a million vehicles in 2020 remains our target."

 

[smorgasbord]

Megapack business (Tesla Energy) profitable for first time.
500K deliveries is still their goal, and possible, although harder now.
"Sufficient liquidity"

"The next US Gigafactory site has been selected and preparations are underway."

Keeping it a secret?

 

[ZsoZso]

I am, I'm holding my TSLA in 4 different brokerages in case one goes under.

Now, that's what I call diversified investment

You can be 100% TSLA, just have multiple account at different brokerages...

 

[Pezpunk]

Megapack business (Tesla Energy) profitable for first time.
500K deliveries is still their goal, and possible, although harder now.
"Sufficient liquidity"

"The next US Gigafactory site has been selected and preparations are underway."

Keeping it a secret?

for another hour or so.

 

[Unpilot]

Man Market-watch is up down ...all over the place. Showing 100 dollar swings

 

[thx1139]

As expected: Profit, S&P
Better than expected: GF5 site selected, Shanghai Y robots, regulatory credits
Worse than expected: Model Y Shanghai delivery 2021Q1

Savage:
View attachment 567728

Isnt part of Tesla more recent story is beating. So start delivering China Model Y in December and they beat estimates. Even just a few and that is what 4.5 months away.

 

[computerchuck]

Come on webcast....

 

[hershey101]

Huh? Where do you see that? My ticker's still movin'.

It was for a few seconds in the middle... You have to go down to the tick stream to see it... I think right around the $1700 mark

 

[ZachF]

"We have the capacity installed to exceed 500,000 vehicle deliveries this year, despite recent production interruptions. While achieving this goal has become more difficult, delivering half a million vehicles in 2020 remains our target."

From the smartest man in the world (Just ask his mom!) :

https://seekingalpha.com/article/25...-tesla-to-sell-500000-cars-in-2020-are-absurd

 

[Scuttlebutt]