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

[Cherry Wine]

Feel that adrenaline rising...

Feeling oddly zen about today's proceedings.

 

[KSilver2000]

Alrighty, folks.
The moment of truth.....right after these messages.

 

[MTL_HABS1909]

Feeling oddly zen about today's proceedings.

Same

 

[Mkorpal]

Welp, beer has been poured and now time to wait. I'm expecting a lot of red but the underlying narrative to be mostly green.

 

[MABMAB]

Enjoy the show

 

[M3Rider]

I too have experienced a loss of range. I have a P3D and when I charge it to 90% I only get 425 km of range. So when they say based on your driving habits does this mean if I accelerate like crazy all the time then this will degrade the battery faster? If so I think this is why have experienced a fair amount of degradation.

My guess would be that crazy acceleration just burns more energy, decreases efficiency and, therefore, if this efficiency is used for the estimate you could see a range drop. But maybe if you start driving like grandma, it should revert back. The big question though is which efficiency is used - all time or some last 300 miles(or constant?). No idea.
The degradation could be more impacted by 0% and 100% SOCs. But who knows.

 

[EVMeister]

Feeling oddly zen about today's proceedings.

I am as well actually. I posted based on my expectation and how I usually feel. But this time I'm strangely calm...

 

[Todd Burch]

Before a bunch of care bears post about "I told you so", let's make it clear:

Virtually no one here expects a profit.
Most expect positive cash flow.

So there.

 

[RyanT]

I sold a few beforehand too. It seems like the last couple of ER's have went south, and I had wished I had some powder.

 

[AMN]

I couldn't hold them any longer. I had to sell my 2020 Jan 250 calls that I bought 9-12 months ago at a painful 80% loss. I've never had a real $500,000 loss before. I've listened to the earnings calls for years, and invested heavily in TSLA for years. If this doesn't teach me to not invest based on anything that Elon says, I don't know what will.

It's not Musk, it's the lack of transparent TSLA price discovery by the market. Short term TSLA trading is like gambling at a casino but with MUCH better odds.

 

[Pras]

I'm expecting a lot of red but the underlying narrative to be mostly green.

A good way to say that nothing can shake the shorts.

 

[AlexS]

Feeling oddly zen about today's proceedings.

Maybe because you are deleveraged this time

 

[Darkfox021]

Before a bunch of care bears post about "I told you so", let's make it clear:

Virtually no one here expects a profit.
Most expect positive cash flow.

So there.

Also, Q3 2019 Revenue is expected to be lower than Q3 2018 Revenue.

 

[Sparky4life]

Before a bunch of care bears post about "I told you so", let's make it clear:

Virtually no one here expects a profit.
Most expect positive cash flow.

So there.

I'm hoping for lots of red so I can buy more shares.

 

[Heimdallr]

While we're waiting, Ford (F) is down more than 3% with an earnings beat but weaker than expected guidance.

Ford's shares slide on lower year-end guidance despite earnings beat

 

[Chocochip]

This can't be correct - The phase one construction, the power station, and so on that have been built so far are in the big empty area on the left which Google Translate says is "Reserved Area", and nothing on the right side has been built as depicted (lots of temporary buildings and such - not factory space for any of the labelled purposes).

Possibly this was an older layout plan but the plan changed.

You might be thinking of the layout upside down. What's been referred to as Phase I is the pink, yellow and green building.

 

[Cherry Wine]

While we wait -- Ford with flat YOY quarterly revenue. ($37B this year vs. $37.6B last year).

 

[Huskyf]

At what swiss time the we conference call is scheduled ?

 

[Cherry Wine]

Maybe because you are deleveraged this time

Could be. I also sold some OTM calls, so a rise resulting in a loss is almost guaranteed right? ;-)

 

[Nocturnal]

Maybe because you are deleveraged this time

That's my situation.