Krugerrand
Meow
Because two heads are better than one.
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Because two heads are better than one.
The S&X are pre-refresh, so will be whatever's hanging around that Tesla shifted for a "good price", don't expect much thereJust like Q1 of 2020, these numbers are very impressive and institution investors are not a bunch of Gordos with their head in the sand. They recognize headwinds and positive execution. The amount of fear for this q was similar to Q1 of 2020 which I speculated it'll be a very good thing if Tesla managed to surprise..and boy did they surprise.
I think more surprises coming during earnings. Those S/X sales are 95% P versions, which carries a much higher margin than the LR+. Energy sales may explode and turn a positive margin, and we might have better than expected margins from 3Y as well.
Your reference graph is for 2019. Tesla already was ranked 21 in 2020. 2020 was a disasterous year for OEM while Tesla shone bright (note link with 2020 summary below).
I see Tesla going to rank 17 by end of 2021, rank 14 for end of 2022 and getting in the top ten by 2023.
2020 Results at a glance, with details to follow:Automakers announce 2020 full-year sales results
The global health crisis had a significant impact on 2020 auto sales, but the industry managed a solid rebound in the second half of the year.www.autoblog.com
Happy Easter. New Life. New Beginnings.
- GM's sales were down 11.9% for the year.
- Toyota sales were off 11.4%.
- Ford fell 15.6%.
- Fiat Chrysler was off 17.4%.
- Struggling Nissan reported sales down 33.2% for the year.
- Honda fell 16.3%.
- Hyundai sales dropped 10%.
- Volkswagen Group was down 12.8%.
- Subaru sales were off 12.6%.
- Tesla (up 20.3%), Volvo (up 1.8%) and Mazda (up 0.2%) bucked trends
I think every P&D is important since there's just so much FUD to debunk. Every P&D helps debunk 80% of the FUD built up for the quarter.This is one of the most important P&D report in TSLA history:
For the FIRST time, Q1 delivery exceeds the prior Q4. This is the inflection point where TSLA's growth is starting to outpace seasonal fluctuation. In fact, last year Q1 could have been it if we didn't have Fremont shutdown for 6 weeks due to COVID. This year we got confirmation.
This Q confirms that TSLA is NOT affected by the global chip shortage.
This Q confirms that Shanghai is a powerhouse and that opening new gigafactories will be immensely profitable for TSLA. Berlin and Austin are simultaneously beginning production in a few months.
This is the same guy who clowned on Tesla and panned FSD in January but also admitted Waymo's path to comprehensive autonomy would long, hard and arduous.
This is one of the most important P&D report in TSLA history:
For the FIRST time, Q1 delivery exceeds the prior Q4. This is the inflection point where TSLA's growth is starting to outpace seasonal fluctuation. In fact, last year Q1 could have been it if we didn't have Fremont shutdown for 6 weeks due to COVID. This year we got confirmation.
This Q confirms that TSLA is NOT affected by the global chip shortage.
This Q confirms that Shanghai is a powerhouse and that opening new gigafactories will be immensely profitable for TSLA. Berlin and Austin are simultaneously beginning production in a few months.
Not to forget that the PSA / FCA merger freed up one spot in the top 20. There may be more before end of 2022.Your reference graph is for 2019. Tesla already was ranked 21 in 2020. 2020 was a disasterous year for OEM while Tesla shone bright (note link with 2020 summary below).
I see Tesla going to rank 17 by end of 2021, rank 14 for end of 2022 and getting in the top ten by 2023.
2020 Results at a glance, with details to follow:Automakers announce 2020 full-year sales results
The global health crisis had a significant impact on 2020 auto sales, but the industry managed a solid rebound in the second half of the year.www.autoblog.com
Happy Easter. New Life. New Beginnings.
- GM's sales were down 11.9% for the year.
- Toyota sales were off 11.4%.
- Ford fell 15.6%.
- Fiat Chrysler was off 17.4%.
- Struggling Nissan reported sales down 33.2% for the year.
- Honda fell 16.3%.
- Hyundai sales dropped 10%.
- Volkswagen Group was down 12.8%.
- Subaru sales were off 12.6%.
- Tesla (up 20.3%), Volvo (up 1.8%) and Mazda (up 0.2%) bucked trends
I'm going to May 14th calls if we somehow open flat/down. We've seen plenty of delayed reactions to great TSLA Earnings in the past. Gotta give 2 weeks space for shenanigans and then the unwind of said shenanigans. May 14 $800c last ticked at $13.27 Thursday, I imagine they'll be wildly expensive at open Monday.The question for Monday is not *IF*, but how many calls to buy for Apr 30th exp.
I already hold 10X 900 strike Apr30th exp at $2.74.
Thinking setting up some market buy orders for 800, 840 and 870.
Why am I not surprised that in the body of the article, they make mention of Volvo and Mazda's stellar trend bucking yet the only time the word Tesla appears is in the above list. Note the title "The good and the bad of an ugly year" except of course, the really good.Your reference graph is for 2019. Tesla already was ranked 21 in 2020. 2020 was a disasterous year for OEM while Tesla shone bright (note link with 2020 summary below).
I see Tesla going to rank 17 by end of 2021, rank 14 for end of 2022 and getting in the top ten by 2023.
2020 Results at a glance, with details to follow:Automakers announce 2020 full-year sales results
The global health crisis had a significant impact on 2020 auto sales, but the industry managed a solid rebound in the second half of the year.www.autoblog.com
Happy Easter. New Life. New Beginnings.
- GM's sales were down 11.9% for the year.
- Toyota sales were off 11.4%.
- Ford fell 15.6%.
- Fiat Chrysler was off 17.4%.
- Struggling Nissan reported sales down 33.2% for the year.
- Honda fell 16.3%.
- Hyundai sales dropped 10%.
- Volkswagen Group was down 12.8%.
- Subaru sales were off 12.6%.
- Tesla (up 20.3%), Volvo (up 1.8%) and Mazda (up 0.2%) bucked trends
I looked into the inventory as of 2 days ago. There are 3 S/X left in the entire U.S. Their pricing was pennies on the dollar. Still over 100k each for the P variant.The S&X are pre-refresh, so will be whatever's hanging around that Tesla shifted for a "good price", don't expect much there
Regardless of that, I think 1Q21 blows 1Q20 out of the water, for us and for WS, the "busted growth story" rhetoric is dead now, this is a watershed IMO
Congrats to everyone who had the stones to hold short term long calls through Monday (not me)
Happy rolling to holders of covered calls.
Major good announcements e.g. Apple project, Fed legistlations initiatives, etc. So we beat all street estimates and the stock is still down at this time about $6? Not that many Gordon Johnsons around to do this.
The AAPL news is good PR but financially speaking it's not that big of a deal. 85 megapack x 3 mwh x $300k per mwh = $77m in revenue, less than 1% of total revenue. It's a step in the right direction for sure but I wouldn't be surprised if the immediate reaction wasn't that enthusiastic.
You forgot the credits in China. That one makes me giggle.I'll add on to yours. Just in the past week we've gotten -
- Apple using Tesla Energy in a large scale project which sets a big trend. I expect more large companies to follow.
- Biden's EV and Renewable infrastructure plan
- Possible new agreement with Toyota that would establish Tesla as the software provider of all things autonomy and in-car usage
- Possible shakeup of Waymo that could be a sign that things are not going well, possible re-strategizing incoming.
When the stars align for Tesla, they reeeaaallly align
Strange then that we've seen such big gains against the EUR this last month we've been discussing it. And +.15% today too. Weird.