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

[Mike Smith]

It gets better - only 5% of cars are subject to lease accounting, down from 7% last quarter.

 

[Xd85]

Deliveries	2020	2021	CHANGE
Q1	88,496	184,800	109%​
Q2	90,891	201,250	121%​
Q3	139,593	241,300	73%​
Q4	180,667	308,600	71%​
YEAR	499,647	935,950	87%​

G R O W T H

do you work for GLJ research? clearly %growth slowing QoQ. Busted growth story at its finest

 

[mongo]

So much for unwinding the wave. Perhaps Tesla logistics is just improving at an even faster rate than Tesla manufacturing.

>10% of S/X produced (1,359) were not delivered. That's >$100 million in revenue for the 'seasonally weak' Q1.

 

[Iain]

do you work for GLJ research? clearly %growth slowing QoQ. Busted growth story at its finest

I’m wondering if these number are putting Gordon in danger of being kicked out of his Moms basement.

 

[NicoV]

So Tesla may end 2022 at a run rate > Mercedes or BMW? Mercedes production in 2020 2.16M, BMW 2.25M according to wikipedia.

 

[henchman24]

Don't forget to add Austin and Berlin numbers. My guess is 1.9m in 2022.

Run rate of 1.2m + 150k each in Berlin and Austin. That isn’t my guess but the bare minimum of what Wall Street will have to model.

 

[Radish11]

Pretty solid numbers, let’s see what wall steet thinks Monday

 

[Accident]

Deliveries	2020	2021	CHANGE
Q1	88,496	184,800	109%​
Q2	90,891	201,250	121%​
Q3	139,593	241,300	73%​
Q4	180,667	308,600	71%​
YEAR	499,647	935,950	87%​

G R O W T H

Next quarter should be a +80% YoY easily.

 

[Chunky Jr.]

Tesla produces about as many cars per minute as Lucid and Rivian do per day

https://twitter.com/x/status/1477677271267758082

 

[MXWing]

Unfortunately, there were no opportunities to load up all retirement accounts with max contributions before these numbers hit.

If somehow futures, macros tank and Tesla goes flat or red, this will be me:

 

[kbM3]

Well in retrospect the greatest joke in 2021 was…

GigaShanghai production capacity = 450k+

 

[CyberDutchie]

Deliveries	2020	2021	CHANGE
Q1	88,496	184,800	109%​
Q2	90,891	201,250	121%​
Q3	139,593	241,300	73%​
Q4	180,667	308,600	71%​
YEAR	499,647	935,950	87%​

G R O W T H

But the YoY growth is slowing from Q3 to Q4… that’s not good

 

[JustMe]

Unfortunately, there were no opportunities to load up all retirement accounts with max contributions before these numbers hit.

If somehow futures, macros tank and Tesla goes flat or red, this will be me:

Omg that gif made my day.

TYVM

 

[JustSaying]

Numbers are out.
P: 305,840
D: 308,600

 

[Todd Burch]

Good Lord, Jesus Almighty of the Holy St. Logistics, those are good numbers!

 

[deffu]

I’m still processing these numbers…….I haven’t even gotten to think about how I want to play the 1100/1150 calls I picked up at close on Friday.

Could be looking at some serious movements on Monday with these results.

The real question is do I sell on the initial pop or wait for an announcement of start of production at Austin (and possibly Berlin) that could cause a 2nd rally midweek

Haha, buddy. We were right!

 

[deffu]

Imagine this pd and Tesla announces production at giga Austin on Tuesday

 

[Singuy]

It gets better - only 5% of cars are subject to lease accounting, down from 7% last quarter.

This number is so ridiculously low. I think it's people fearing how they can't get another lease once this runs out due to such a high demand that has a 1 year lead time and not allowing you to purchase your lease are culprit. The average lease % in the luxury segment is 30%.

Luxury Car Lease Statistics 2021-2022, 2020, Facts Data Trends - Driverra

View luxury car Lease statistics for 2021-2022 and 2020 car lease stats, facts and data and industry trends. See why luxury car leases are rising and what that...

www.driverra.com

 

[ReddyLeaf]

$1145 strike call holders, what is the plan for tomorrow ?

Party like it’s 2022

 

[Don TLR]

Is it too early to celebrate with some Tesla Tequila Wow those are some amazing numbers!