Zach commented Shanghai margins are approaching Fremont margins, so they are not at 30% yet. I'm guessing they were ~15%.
Agree about S&P 500 inclusion being basically a lock for Q3.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Zach commented Shanghai margins are approaching Fremont margins, so they are not at 30% yet. I'm guessing they were ~15%.
Agree about S&P 500 inclusion being basically a lock for Q3.
So the response of our government leaders successfully flattened the curve? That's not gonna be a popular take in these parts.
If the federal says you’re essential, the state can say you can open, you can prove that your business is most likely safer than a grocery store, could possibly make S&P by being open 2/3 of the quarter instead of 1/3, have proven your factory can run successfully with COVID as proven in China, but then held up by some local asshat in the Bay Area? Yeah.....I think you’d be upset too. But, I do wish he would have been a bit more tactful. One thing is for sure, we know exactly how he feels.
woodisgood
Optimustic Pessimist
Exactly. According to the Federal government, Fremont is essential business. The governor said to open manufacturing. But the Bay Area is doing it's own thing....
Honestly it’s unclear to me why as a Bay Area resident. The leadership isn’t providing the reasoning. I’d have confidence in the decisions if I knew the public health and government leadership to be particularly “talented,” but I know this not to be the case.
This is the void that I think Elon’s dealing with and I can see how it could drive him crazy. It doesn’t excuse the manner in which he’s conveying his frustration, however.
Imma prob call it quits now.
I’m made.
Mods need to delete or remove posts from users yelling at other users of where they should post.
Because if user A is semi-off topic and in a general forum, replying or adding to a topic
Their post is 100% better and contributes more than somebody typing “HURR DURR GO POST THAT THERE”
I’m not a mod. I don’t tell people where to post.
And you non mod people who sign on and berate aren’t mods either.
Mods do your jobs or do your jobs.
No benefit in Karen’s taking over.
I’m out. Best of luck. Love, except Karen’s, y’all go **** yourselves.
I’m made.
Mods need to delete or remove posts from users yelling at other users of where they should post.
Because if user A is semi-off topic and in a general forum, replying or adding to a topic
Their post is 100% better and contributes more than somebody typing “HURR DURR GO POST THAT THERE”
I’m not a mod. I don’t tell people where to post.
And you non mod people who sign on and berate aren’t mods either.
Mods do your jobs or do your jobs.
No benefit in Karen’s taking over.
I’m out. Best of luck. Love, except Karen’s, y’all go **** yourselves.
It's likely that ~$135M of Q1's credits were from 2019 credit sales to FCA that were on the balance sheet as of Q4'19. So I don't think you can use these to calculate 2020 credit payments from FCA.
One other poster made a good point about credit sales usually peaking in Q1. It seems quite possible we won't see the 2020 FCA credit sales hit the income statement until Q1'21.
If Tesla and the supply chain open on Monday what’s the Sheriff going to do? Hand out warnings? Tesla open for business with the proper PPE, spacing and temperature checks does more good for the world than the factory employees sitting at home.
Krugerrand
Meow
You knew no such thing. You do realize anybody can search your posting history, right? Even your parents.
Where are they? What happened to them?
I personally invested in these guys (who I wish Tesla would buy as it goes perfectly with the 'fun' theme): Taiga
Expect to receive my 'founders' electric watercraft this summer.
Here we go again, millions of potential deaths, not happening because whatever, etc. Hello, Corona thread quarantine!
Twitter stock went from $25 at the start of 2018 and $30 before Q1'18 earnings all the way up to $45 upon S&P 500 inclusion in June 2018, a 50% move.
And we all know that due to delta hedging mechanisms and the price elasticity of a large portion of TSLA holders, TSLA is a lot more volatile than most other stocks.
It's hard to say for sure, but upon the forced buying of 10-20M shares as part of S&P 500 inclusion, I could easily see TSLA @ $1,500-2,000. It'd definitely be more than a 5-10% movement. It is possible though that a small portion of S&P 500 inclusion is already priced into TSLA stock as of earlier this year.
plan is to reopen May 4th. Tesla is putting in place a number of steps to reduce the likelihood of the virus being transmitted.
www.teslarati.com/tesla-giga-nevada-reopen-may-4/
woodisgood
Optimustic Pessimist
As Zach also commented, it's likely that at least part of this is due to sharing some costs with the M3 program at Fremont. I doubt this would've been possible in a brand new factory at such low volume.
Nonetheless it's impressive, and I wasn't expecting positive MY gross margin this soon.
TheTalkingMule
Distributed Energy Enthusiast
Get back in the loony bin Coronavirus circlejerk thread with this nonsense!
Feeling that a lockdown is counterproductive isn't in the same dimension as vaccine paranoia.
Production capacity of a million units. But I think 1M+ units produced and delivered is also very much a possibility for 2021.
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