That sounds really creepy.
As if you're old enough to be their grandfather creepy. But hey, they're dating you. So maybe they have more financial sense than you're giving them credit for.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
That sounds really creepy.
As if you're old enough to be their grandfather creepy. But hey, they're dating you. So maybe they have more financial sense than you're giving them credit for.
Krugerrand
Meow
Excuse me but they did execute. Q3 & Q4 in 2018 were profitable just like Tesla said they would be and what Wallstreet demanded to see. Tesla even executed in Q1 by paying off almost $1B in debt just as they said they would and they got punished for all of it.
Tesla became profitable and Wallstreet decided it was still a miss and now the company wasn’t growing fast enough and how come Tesla isn’t raising money (so we can collect more fees?). Wallstreet and the media lamented endlessly how Tesla couldn’t pay the debt, how it would bankrupt them. Tesla paid the debt, didn’t go bankrupt and complete silence from the peanut gallery like nothing even happened, um....where’s our cap raise, Elon?
When you get slapped no matter what you do, it’s best to put your head down, do your thing, and ignore the slap happy thugs until you’ve got a baseball bat handy and can knock their heads to kingdom come.
It’s as if some of you longs aren’t even paying attention to what’s going on. All you care about is, ‘What have you done for me lately, Elon?’ Oh, nothing special. Just killing it and getting no love...as the air we breathe tops 400 ppm of CO2.
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Artful Dodger
"Neko no me"
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jeewee3000
Active Member
Haven't followed TMC or the TSLA stock price for some time now, but today I was able to take in a snapshot of current affairs.
I have to side with @Krugerrand (who has posted similar comments to fight the heavy negativity spewed by bitter investors in the red). Yes, the stock price is depressed and many of us believed we'd be above $400 by the month of May 2019, but we all know the TSLA stock price moves in mysterious ways.
All I am noting currently is the following:
- the long term Tesla Master Plan is still unfolding as intended;
- there is no indication that Tesla will not make the (conservative?) financial guidance expressed in the Q1 ER conference call;
- the competition regarding BEV's has not increased in the recent months, i.e. nothing has changed in that regard;
- the Tesla Autonomy Event does not sit well with many, since nobody really believes Elon's predictions. This should however have no influence on the stock price since robotaxi's or FSD weren't priced in to begin with. (Only with ARK)
I'm not going to "buy this dip" since I have invested as much as I am comfortable with, but I am not stressing out about my investment in TSLA either. When morale is as low as it is here today, the bottom is likely near (barring macro).
I'm going back to hibernation, not checking the TSLA ticker for days at a time (can't tell you how much more relaxing that is than keeping tabs on it every single day, I get warned by an app in case of 5% moves in either direction so I never miss out on huge days).
Good luck to all longs, stay calm, stay focused.
I have to side with @Krugerrand (who has posted similar comments to fight the heavy negativity spewed by bitter investors in the red). Yes, the stock price is depressed and many of us believed we'd be above $400 by the month of May 2019, but we all know the TSLA stock price moves in mysterious ways.
All I am noting currently is the following:
- the long term Tesla Master Plan is still unfolding as intended;
- there is no indication that Tesla will not make the (conservative?) financial guidance expressed in the Q1 ER conference call;
- the competition regarding BEV's has not increased in the recent months, i.e. nothing has changed in that regard;
- the Tesla Autonomy Event does not sit well with many, since nobody really believes Elon's predictions. This should however have no influence on the stock price since robotaxi's or FSD weren't priced in to begin with. (Only with ARK)
I'm not going to "buy this dip" since I have invested as much as I am comfortable with, but I am not stressing out about my investment in TSLA either. When morale is as low as it is here today, the bottom is likely near (barring macro).
I'm going back to hibernation, not checking the TSLA ticker for days at a time (can't tell you how much more relaxing that is than keeping tabs on it every single day, I get warned by an app in case of 5% moves in either direction so I never miss out on huge days).
Good luck to all longs, stay calm, stay focused.
What? They don’t get slapped no matter what they do.
They executed q3 and q4 well and were rewarded handsomely with SP at ATH when general markets were crashing 20% from their highs.
RobStark
Well-Known Member
Top 20 German PEV Models April YTD
Model 3 vs the Direct ICEv Competition Germany April 2019 YTD .
EV Sales: Germany April 2019
Model 3 vs the Direct ICEv Competition Germany April 2019 YTD .
EV Sales: Germany April 2019
Aren’t they going to be CF positive going forward?
Q1 was tough for multiple reasons in spite of that they were CF break even once u account for inventory in transit and debt repayments.
Q2 onward if deliveries normalize to 90k+ range CF should be significantly positive.
Am I missing something.
Have to agree with this. Much of the SP damage has come purely from these types of communications. Elon doesn't have to say all this crap about "10 months to save the farm", etc., he can just state that together with Zack, they've reviewed costs and see that they're way too high. If he wanted to build a story around it then he could say that they want to reduce the prices of the cars, but keep the current margins, would generate the same desired effect without the bear-food.
Well, that DOES raise some interesting possibilities...
Crowd-sourced advertising. Tesla could link to the “best” on Twitter or their website.
Important to notice that the Model 3 was only in sales/delivery late in February 2019.
I'll feel better again once I make back the two year's worth of pre-tax salary I lost in April.
Sean Wagner
Member
Safe to click! Really professional and well done, thanks for the heads up. Tesla some time ago crowd-sourced ads that I thought were impressive - they just need to go on and on about a few simple facts until they seep into the collective consciousness.
This wave is not unique to Tesla. I work in structured finance and nearly all pools of auto loans have a substantial uptick in the start dates at the end of the month/quarter as dealerships have to hit quarterly targets and sales staff at dealerships have to hit monthly targets to get their bonuses. End of period discounting is a common way of hitting their targets.
The dealership model can handle the variability of deliveries better than Tesla as they have a much more decentralised and distributed network. That's about the only upside of having dealerships that I can think of.
Todd Burch
14-Year Member
But he is wrong in that Q1 is the slowest quarter for auto sales, so using the first few months to extrapolate for the year will give a low estimate.
Sean Wagner
Member
And that there's no federal subsidy for EVs in Switzerland [repeating myself, but it remains highly relevant].
Also, the popularity of crossover vehicles in the top ten - Mercedes GLC, VW Tiguan, Skoda Karoq and Kodiaq [length 4.7m], which is closest to the Model Y in dimensions.
Dan Detweiler
Active Member
I saw this when you first posted it to YouTube. Made me cry then...makes me cry now. This is EXACTLY why I believe autonomy is so important. Not because it's a super cool "feature" that we will be able to show off to our friends, but because it will change so many lives and give them back their independence that they have not had for so long.
Incredibly inspirational and moving piece. Thank you so much for making this, and more importantly sharing it with us. I will be sharing it with everyone I know.
Dan
Just to be clear, I didn't make this. The creator is the person who posted it on reddit, a Mr Troy Nikolic
PS: Here is another video
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