Todd Burch
14-Year Member
Smart investors with money in other auto stocks would move that money to TSLA based on September sales for all automakers...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Smart investors with money in other auto stocks would move that money to TSLA based on September sales for all automakers...
j6Lpi429@3j
Closed
investors are so blind to this stock, that when the Y starts production and GF3 starts production, reality is going to hit them like a freight train.
Todd Burch
14-Year Member
Note also macros are again negative today, especially FAANG stocks. Another buying opportunity.
PSA: TSLA is a long term hold. I fail to see how you can lose money in the approx. 5 year timeframe. C'mon short-term investors, join the long-term camp. The water is warm
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PSA: TSLA is a long term hold. I fail to see how you can lose money in the approx. 5 year timeframe. C'mon short-term investors, join the long-term camp. The water is warm
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Krugerrand
Meow
&@($!*#^* demand issue @$”+^%€¥< kidding me right now? What a bunch of @&$(*^%€£. @$)+^% ridiculous talk. Deja vu, yadda, yadda, yadda, blah, blah, blah.
jeewee3000
Active Member
Careful to those considering buying options today. Due to high volatility the options are way overpriced.
If I understand this correctly, analysts are sour on Tesla because they aren't able to deliver cars fast enough to keep up with record demand. To me, that seems like a good problem to have and one that can be solved by expanding production, which they are in the process of doing. Analyst negativity is nuts.
Now I'm starting to think this was all a way to orchestrate a bear raid..
Forget Tesla's Delivery Number -- Here's the Number Investors Must Watch
Go Beyond Tesla's Delivery Number -- Here's the Number Investors Must Watch
"
Gross Margins
Here's the number inside the number. Tesla sold more of the lowered priced ($35,000) Model 3's than expected, at 79,600, versus Wall Street expectations of 78,500. The rest of the sales were the higher priced Model S's and X's, which go for $75,000 and $81,000 respectively. The higher-priced deliveries did not beat expectations.
With Tesla selling a heavier mix of the lower gross margin Model 3's, its gross margins will be hit. Tesla's gross margin is a key profitability metric investors constantly monitor, as it allows for more flexibility for operating and net profits.
The lower gross margin and the fact that Model S and X sales grew at negative rates year-over-year makes one analyst wonder about Tesla's path to consistent profitability. "Given the decelerating revenue growth in 2019 and ongoing gross margin pressure, we expect net losses to exceed the losses in 2018, placing more pressure on what we see as an already expensive valuation," Needham & Co. analyst Rajvindra Gill wrote in a note. Tesla's 2018 adjusted net loss was $1.33 per share. Analysts polled by FactSet do currently expect 2019 loss per share to be $4.20.
Earnings are on October 23, when investors will see Tesla's gross margin and net profit result. "
Explains the unusual SP drop.
Go Beyond Tesla's Delivery Number -- Here's the Number Investors Must Watch
"
Gross Margins
Here's the number inside the number. Tesla sold more of the lowered priced ($35,000) Model 3's than expected, at 79,600, versus Wall Street expectations of 78,500. The rest of the sales were the higher priced Model S's and X's, which go for $75,000 and $81,000 respectively. The higher-priced deliveries did not beat expectations.
With Tesla selling a heavier mix of the lower gross margin Model 3's, its gross margins will be hit. Tesla's gross margin is a key profitability metric investors constantly monitor, as it allows for more flexibility for operating and net profits.
The lower gross margin and the fact that Model S and X sales grew at negative rates year-over-year makes one analyst wonder about Tesla's path to consistent profitability. "Given the decelerating revenue growth in 2019 and ongoing gross margin pressure, we expect net losses to exceed the losses in 2018, placing more pressure on what we see as an already expensive valuation," Needham & Co. analyst Rajvindra Gill wrote in a note. Tesla's 2018 adjusted net loss was $1.33 per share. Analysts polled by FactSet do currently expect 2019 loss per share to be $4.20.
Earnings are on October 23, when investors will see Tesla's gross margin and net profit result. "
Explains the unusual SP drop.
He kinda forgot about the coming Model Y & not to mention remaining locations where M3 still hasn't launched.
Q1 2020, I think we will start seeing more info on MY, since Q1 is seasonal anyway.
Let's hope the recently spotted MY is a good sign.
Analyst prediction are adjusted to reflect customer positions.
If your customers are short hedge funds, your predictions are bearish
To accommodate them in return for commission income.
If your customers are short hedge funds, your predictions are bearish
To accommodate them in return for commission income.
I think people see all the Model 3 YouTube videos, drive in one with a friend, and then want a Model 3. They may not even be aware of S or X, or that S and X have a bunch of the features the 3 has.
They are ALL great deals. The MS is “nicer” but I like that the 3 is smaller, simpler, more nimble, and is $50k less for the P.
Interesting that the number is exactly $4.20. Hmmmm...
Note also macros are again negative today, especially FAANG stocks. Another buying opportunity.
PSA: TSLA is a long term hold. I fail to see how you can lose money in the approx. 5 year timeframe. C'mon short-term investors, join the long-term camp. The water is warm
Yeah, sounds convincing, but:
Simply amazing to still be hearing demand worries when Tesla had 110,000 orders and growing exiting Q3 and heading into Q4 which is the strongest quarter of the year.
One thing being a Tesla investor has made me realize......I chose the wrong career. Man I should've been an analyst. Hardly do any research, get paid well, no liability for what I say, and on and on
One thing being a Tesla investor has made me realize......I chose the wrong career. Man I should've been an analyst. Hardly do any research, get paid well, no liability for what I say, and on and on
Stretch2727
Engineer and Car Nut
So any predictions on cash flows? Do we think we will see a repeat of Q2 when they added almost $1B is cash from operations.
Sales>production which should help cash flow as well.
Sales>production which should help cash flow as well.
So...are we going to be profitable for this Q3 or no? If yes, I see SP surging back up post earnings call. If we don't hit profit / break-even as Elon expected, then worried we will see lower. Ugh, I hate the SP for the past year while they are growing exponentially at the same time .
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Maybe not this case. But if I was a short, near the end of December I might anonymously send Electrek a fake email “from Elon Musk” telling the troops that they have a real chance to deliver 125,000 cars if they just push a little harder.
I sure hope Fred is super-careful with anonymous sources...
I don't think Fred goes by emails, he has boots on the ground and sources that can be trusted...
if it were this easy, I'm sure tslaq would have already tried.
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