SoGA Fan Club
Member
Wow. The loss per share was worse than the most negative estimate. Unbelievable. Why push so hard to sell cars at a massive loss?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Causalien
Prime 8 ball Oracle
Wording (by the end of 2019) looks like GF3 gets moved back to December from September.
Anyway, I don't expect the call to produce anything exciting. It's the execution and muddling through phase. New products (model Y) won't contribute to bottom line for the next 12 months. And anything, newer will have to waith 24 months to contribute to bottom line.
Anyway, I don't expect the call to produce anything exciting. It's the execution and muddling through phase. New products (model Y) won't contribute to bottom line for the next 12 months. And anything, newer will have to waith 24 months to contribute to bottom line.
j6Lpi429@3j
Closed
LOL. after hours traders are flipping idiots. On what planet is tesla worth 10% less than yesterday. What dorks. Im very happy to hold.
Massive loss? You see the free cash flow numbers?
Pezpunk
Active Member
he's a concern troll. only ever shows up to be like "golly, this sure is awful news!"
Why. Have you sold? If not then it isn't evoporating and you haven't lost.
Menifeer
Member
In hindsight, it wasn't worth what you thought it was yesterday...
It's better that -2.9 of the Q1 for me this -1.12 is a big improvement
SebastianR
Active Member
Let’s look at cash: how reliable will this kind of FCF be going forward? If Tesla can generate some +2bn in cash a year, I don’t think the rest matters to them all that much any longer...
Reiteration (I guess?) of full-year delivery guidance:
"We are working to increase our deliveries sequentially and annually, with some expected fluctuations from seasonality. This is consistent with our previous guidance of 360,000 to 400,000 vehicle deliveries this year."
"We are working to increase our deliveries sequentially and annually, with some expected fluctuations from seasonality. This is consistent with our previous guidance of 360,000 to 400,000 vehicle deliveries this year."
Causalien
Prime 8 ball Oracle
Ya... well, $2.4 bil of that positive cash flow is from capital raise. So not a great quarter. Looks like the cash burn from Q1 continued into Q2. Musk's promise to spend everything and pour it into FSD seems to be true. But we also have to extend the timeline from the original 2 year to 5 years of cash burn for FSD. Shanghai might be able to change the picture as it could contribute to positive margin. But we won't know till next year.
A repeat experience of Q1.
So many bulls on here were singing a cheerful tune, all the while Tesla stays the same
So many bulls on here were singing a cheerful tune, all the while Tesla stays the same
well, ill be out about 1k on this ER, but better off than i was just last week. protective put FTW
TL;DR:
Good: Lots of cash for growth and potential
Bad: No party tonight and portfolios are back to red
Good: Lots of cash for growth and potential
Bad: No party tonight and portfolios are back to red
At the end of the report, under "Outlook":
We believe our business has grown to the point of being self-funding.
I've been in since 2012. This is a huge deal; remember when they first started producing Model S at scale.
FCF is good. They are actually projecting GAAP profits for Q3 and Q4 which would mean FCF of a bill per quarter at least.
How is this bad? Everyone that was paying attention sees a very nice report. Shorts know they have to crush it here or face a potential squeeze. Doing a great job so far.
How is this bad? Everyone that was paying attention sees a very nice report. Shorts know they have to crush it here or face a potential squeeze. Doing a great job so far.
myt-e-s-l-a
Member
Tesla Earnings
Everything you need to know.
Bought PUT options at the close today.
Everything you need to know.
Bought PUT options at the close today.
The cash raise is not included in that. For that, you’re looking at $3bn total(hence why they started the quarter with $2bn and ended with 5)
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