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

[HG Wells]

tesla.com down for you all?

Yep, TESLAQ must have been right. /S

EDIT: At 3pm est still down for me. Different server ?

 

[oldTAVguy]

tesla.com down for you all?

works fine!!!!!

 

[juanmedina]

Buy calls?

View attachment 527545

I thought it was going to $180

 

[thait84]

works fine!!!!!

Must be a CDN issue. Not loading for me either on my home internet or on my cell phone. I'm trying to check on my Tesla order.

 

[jerry33]

tesla.com down for you all?

Works fine for me too.

 

[mrdoubleb]

Forward guidance can't happen until the end of April after earnings are released. Management is unlikely to give solid guidance unless production has restarted (or they have good visibility on when that would be). And if production has started, I would expect whatever guidance management gives to be taken very seriously by a lot of people.

They have given some forward looking updates in the P&D in the past. Wasn't common, but has happened. Can't remember which ones exactly, but a quick check shows at least in the Q1 2019 release they have reaffirmed guidance for the year to take some of the edge off of the low numbers that quarter.

 

[TheTalkingMule]

TSLA being held down while NASDAQ rises. Announcement coming Thursday. This feels familiar.

 

[ProfTournesol]

TSLA being held down while NASDAQ rises. Announcement coming Thursday. This feels familiar.

Yes. But prepare for a positive Q1!

 

[gillfoto]

Down in Alaska.

 

[jerry33]

Can you do one quick test?

Electric Cars, Solar Panels & Clean Energy Storage | Tesla works for me
Electric Cars, Solar Panels & Clean Energy Storage | Tesla doesn't work for me.

That sounds normal, Typically, just going to tesla.com redirects you to the https site. The https often is not directly connected to the internet. (Maybe Tesla just figured that out)

 

[Steve m]

Is the FED buying stocks ?
Would we know if they are ?

My understanding is the fed is buying index funds.

 

[dha]

My understanding is the fed is buying index funds.

This is incorrect. The Fed does not currently have the authority to buy equities or index funds without congressional authorization. Recent comments by J Powell suggest the Fed is not currently seeking such authorization, but things may change rapidly.

 

[CyberDutchie]

TSLA being held down while NASDAQ rises. Announcement coming Thursday. This feels familiar.

So the new low bar for Q1 and Q2 deliveries is set: 80,000 and 72,000 units:

Tesla Stock Sags as Wall Street Cuts Forecasts for Deliveries

Investors Jonas speaks with are expecting something in the low 80,000 range.

That delivery number is consistent with what New Street Research analyst Pierre Ferragu expects. His first-quarter estimate for Tesla deliveries is 80,000 cars—lower than Jonas’s—and he expects 72,000 cars to be delivered in the second quarter. Still, he rates shares the equivalent of Buy and has a $800 price target for the stock. Ferragu thinks the long-term outlook for the company is still bright.

This is good. Good number to beat.

 

[TheTalkingMule]

Tesla down today, Chevron up. That's rational.

 

[printf42]

...there is SO much good tesla news bottled up right now.

You mean this?

 

[ggies07]

Almost below $500 again....

 

[vikings123]

As has been the case forever, TSLA investors underestimate the importance of Energy products and services to SP valuation.

There's little money to be made selling cars in the grand scheme of things. It's when megapacks, powerwalls, and their ancillary services ramp that profitability really skyrockets. That now.

I agree but also believe wall street is not completely overlooking the energy prospects of Tesla.

I posted a couple of weeks ago about how our worst days in terms of SP have mirrored the decline in crude oil prices. Every clean energy etf is down today and guess which company features prominently in those ETFs? It seems that we take the hit from both sides; Automotive slowdown and oil price wars.

 

[RobStark]

I agree completely, until people change their attitude about wearing masks the CV problem is just going to get worse.

 

[PlaidCPA]

SF and surrounding counties extending lock down until May 1st. More details to come

London Breed on Twitter

 

[ZeApelido]

SF and surrounding counties extending lock down until May 1st. More details to come

London Breed on Twitter

Not surprising at this point. Hopefully Tesla will be allowed to get back up and running, but the consequences economically could be big. Have to imagine similar shutdowns will have to happen across the country.