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

[TheTalkingMule]

Is there still a mid morning dip today?

 

[elasalle]

Selling Puts (leaps) on TWTR thats my trade for today ....

 

[StealthP3D]

good morning everyone! anyone with predictions about whether we'll finish above yesterday's closing price?

Shorts are gonna work it hard so it mostly comes down to how much power they have left. But yes, I'm guessing there will be no stopping it. I'm thinking roughly around $310. I wanted to say $320 but trying hard to temper my bullishness.

 

[AlexS]

it's part of his strategy (started last year) to try to under-promise and over-deliver. .

Last year? All quarters profitable going forward? When he said small loss in Q1? what are you talking about?

 

[mongo]

OT, but green...

I feel like there is some confusion around the 3-5% power improvements statement. Some media outlets and some of our forum members understood it as 3-5% performance improvement. I understood it as efficiency/range improvement given the context of the discussion. What do you think?

Drew Baglino -- Chief Technology Officer

Yeah, we just continue to learn how to optimize the motor control in our products. And yeah, so 5% improvement for all Model 3 customers and 3% for S and X.

Elon R. Musk -- Founder, Chief Executive Officer & Director

Yeah, and there's also the single pedal driving that will improve the range as well.

Improved control of the motors give you two sides of one coin: more mechanical power for the same electrical power (top power) and the same mechanical power for less electrical power (efficiency). So it is likely both: more mechanical when floored and more range when driving the same.

In addition, they are improving the regen abilities to recapture more energy in stop/ start (accel decel) situations which will also improve range.

 

[humbaba]

Pre-market trading.

Dan

Where? Pre-market started at $300 from what I can see. Do the market makers just pick a price? Or were there trades not reflected in the chart?

See, I don't know the answer to this. I don't normally look at after/pre market.

 

[Krugerrand]

Press at Shanghai

Not a Schuler press line. Not on another level literally or figuratively @Buckminster

 

[Unpilot]

Lots of profit taking going on now I assume.

 

[Krugerrand]

On another level - literally and figuratively.

Is the new one Schuler also?

No.

 

[Unpilot]

No.

A cat of few words.

 

[Dan Detweiler]

Lots of profit taking going on now I assume.

That was my thought as well. If a large amount of margin calls get put into play today, how will that play out and will we see it manifest in the stock price? I really don't know so don't shoot the uninformed! lol

Dan

 

[RoadsterPlease]

so hard not to take profit here after such a big gap up, I have to resist. maybe some at 315 to treat myself

 

[StealthP3D]

The shorts are saying that 75% of the profit is directly attributable to ZEV credits. So according to them Tesla is still not convincingly structurally profitable.

Even if that were correct, they are saying Tesla made a profit with or without ZEV credits.

Whatever happened to the more EV's they make, the more money they lose?

 

[AlexS]

Lots of profit taking going on now I assume.

yeah and volume is really high

 

[Krugerrand]

Just a reminder, in Q3 Tesla made $1.2bn Auto gross profit on 97k deliveries.

Tesla targets 5 million quarterly vehicle deliveries long term...

I stopped reading there because my brain exploded.

 

[KarenRei]

so hard not to take profit here after such a big gap up, I have to resist. maybe some at 315 to treat myself

I'm doing just the opposite. Waiting for prices to settle a bit and IV to finish dropping before buying back the upper end of call spreads and moving them up. Hope prices don't rise too much in that timeperiod.

 

[elasalle]

I'm doing just the opposite. Waiting for prices to settle a bit and IV to finish dropping before buying back the upper end of call spreads and moving them up. Hope prices don't rise too much in that timeperiod.

Solar Roofs today. Pickup Nov, and actual MIC cars getting delivered ... I am waiting for $340-350 ....

(looks like 1st MMD over)

 

[Buckminster]

I stopped reading there because my brain exploded.

That's what a next level non-Schuler press will do...

 

[AlexS]

A couple of years back it was revealed that it is standard procedure for analysts to have individual brief follow up calls with the company after the conference call to clear up some questions. This look behind the curtain came from Andrea James IIRC, and referred to Tesla and public companies generally. While it is not impossible that Tesla has changed their policy on this, I think the statement in that note was likely an intellectually dishonest one (though perhaps an expression of emotionally feeling ~genuinely irked at not having a turn during the conference call itself).

If they will answer this question privately this will be insiders information, or not?

 

[Drax7]

Chanos eisman einhorn sonenfeld lutz Lora K
Bring out the clowns

Elon is a genius