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

[Wooloomooloo]

Tasha on CNBC after the break

I'm hanging around to watch that. Profits surprisingly good, free cash flow was grossly underestimated despite all the signals in Q3 - that's unforgivable by the 'analysts'.

Model Y deliveries this year will just keep the push going.

 

[Fobble]

Report:
Tesla Says Due To Strong Initial Customer Demand In China, Co.'s Goal Is To Increase Model 3 Capacity Even Further Using Existing Facilities; Plans For Model Y Capacity To Be At Least Equivalent To Model 3 Capacity

 

[Chunky Jr.]

I almost had a heart attack - I refreshed and it showed a loss after hours. Another refresh showed up 38

 

[Mkorpal]

So, where is the report. Someone have a link?

 

[EVNow]

$105M GAAP Net Income
$133M Regulatory Credits.

View attachment 505665

$134M in Q3 '19.

 

[Davidzhao365]

There is a bug on the Q4 report page that the page title says Q3 (see browser tab)

 

[SageBrush]

So, where is the report. Someone have a link?

https://ir.tesla.com/static-files/b3cf7f5e-546a-4a65-9888-c928b914b529

 

[TheGrimSweeper]

315 miles range on Model Y an increase of 35 miles! Something special is going on.

Was very happy to see this. Model Y is very tempting at the moment.

 

[SpudLime]

So, where is the report. Someone have a link?

https://ir.tesla.com/static-files/b3cf7f5e-546a-4a65-9888-c928b914b529

 

[sparcs]

We expect positive quarterly free cash flow going forward, with possible temporary exceptions, particularly around the launch and ramp of new products. We continue to believe our business has grown to the point of being self-funding.

reiterating that Tesla is self funding...

 

[ChrisH]

What is going on. Was +30 after hours then sharp drop to +10. Bots buying and selling?

 

[Skryll]

315 miles range on Model Y an increase of 35 miles! Something special is going on.

I fell for that the other day. Thats the RWD version, when selecting AWD its 280 again. Oh wait, this time its different! 315 for AWD?

 

[Cosmacelf]

From the report:

"For full year 2020, vehicle deliveries should comfortably exceed 500,000 units. Due to ramp of Model 3 in Shanghai and Model Y in Fremont, production will likely outpace deliveries this year."

Someone care to explain that second sentence to me? Seems like a nonsequitor? And why would production outpace deliveries, or are they just pointing out that end of year, they'll have cars in transit?? I guess another reason is that they need to build up showroom cars, inventory for in store sales, etc. But why even mention it?

 

[Todd Burch]

Keeps alternating between $620 and $615. Important thing: It's +++.

 

[dha]

For full year 2020, vehicle deliveries should comfortably exceed 500,000 units.

Uhhhhh guys...I hate to be a party pooper but I have it on good authority that Tesla will fall miserably short of this target: https://seekingalpha.com/article/25...-tesla-to-sell-500000-cars-in-2020-are-absurd

 

[diplomat33]

So, where is the report. Someone have a link?

https://ir.tesla.com/static-files/b3cf7f5e-546a-4a65-9888-c928b914b529

 

[TheGrimSweeper]

I fell for that the other day. Thats the RWD version, when selecting AWD its 280 again

In the letter it specifically stated the AWD range is increasing to 315 from 280. They haven't updated the website yet.

 

[dl003]

Looks...expected. I thought this level already priced in.
But congratulation to us all regardless!!

 

[mongo]

I’ve scanned the report. Solid but not spectacular. No huge surprises. So SP movement is surprising. Not complaining though.

72 million offset is operating expenses due to expected compensation award. That's ~ $0.40 a share.

 

[Derek Vinyard]

watching Bloomberg ... they are talking about Facebook ... oh, wait, Breaking News: Tesla sees deliveries in 2020 above 500k ... EPS $2.14