Most eyebrow-raising element in the SpC map being discussed here this morning:
There are two locations planned in Ukraine.
There are two locations planned in Ukraine.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
UkNorthampton
TSLA - 12+ startups in 1
Ukraine Ev adoption before the war was quite high, including Teslas. Solar made sense for many people, so free charging. Also EV incentives (tax?)
The Accountant
Active Member
Right now I have FCF slightly under $1B (at $900m). Besides payables payments another hard number to estimate is spend on Capital Expenditures.
Here are actual numbers and my estimate for Q2 2022:
$1.4b - Q1 2021
$1.5b - Q2 2021
$1.8b - Q3 2021
$1.9b - Q4 2021
$1.8b - Q1 2022
$1.5b - Q2 2022 (est)
I have been thinking that more of the Shanghai shipments to Europe (and elsewhere) since left late may not get delivered in Q2 and slip to July. How would that hurt FCF if at all?
Todd Burch
14-Year Member
I expect Tesla, rather than attempting to ship to Europe, would just send more cars to the China market this quarter to try to make up for lost time. You save time so can ship more cars locally, but you also probably save some on the shipping expenses. (Not sure of details of shipping contract).
This expectation is supported by recently extended delivery estimates in Europe.
Famous last words.
Pains me to say it but Taylor Ogan has a good thread showing where Tesla has cut back on job postings:
One item I am aware of is Tesla's payables vs receivables time shift. If the shut down left then with a bunch of parts/ work in progress/ inventory that they are not able to clear out by EoQ, that could cause a hit due to paying for it before selling the cars(reverse of usual flywheel). However, it seems the month of high build rate they have combined with the suppliers also being impacted should render this minimal.
If suppliers are still lagging, that might actually result in less stock on Tesla's ledger and a net Cash flow improvement.
It pains me to know you bought into anything Taylor Ogan puts out. That twitter account posts slanted Tesla related information non-stop.......all while acting like he's a Tesla investor. He's been exposed multiple times, yet he keeps up the charade.Pains me to say it but Taylor Ogan has a good thread showing where Tesla has cut back on job postings:
Stretch2727
Engineer and Car Nut
This is pretty funny that Ford would be wasting their money on this when every Tesla already has one.
insideevs.com
Ford F-150 Lightning Reportedly Includes Free Tesla Charging Adapter
The F-150 Lightning can provide energy to outside sources, such as other EVs and your home when properly equipped. With an adapter, it can also charge a Tesla.
insideevs.com
This is what happens when you outsource components. Ford buys their chargers from a third party. Since the Tesla is the most common EV the third party throws in a Tesla adaptor because most people will need it... LOLThis is pretty funny that Ford would be wasting their money on this when every Tesla already has one.
Ford F-150 Lightning Reportedly Includes Free Tesla Charging Adapter
The F-150 Lightning can provide energy to outside sources, such as other EVs and your home when properly equipped. With an adapter, it can also charge a Tesla.
Actually, possibly the first refugees I saw here in Switzerland where here in a TM3
Tesla jobs blah blah blah.
When Musk started focusing on consistent profits WS was able to pay attention better, ie SP500 inclusion and improved debt ratings.
I say let the man run the business.
It was a long time ago but he was on a CC and said it was probably fair for folks to expect them to be profitable.
When Musk started focusing on consistent profits WS was able to pay attention better, ie SP500 inclusion and improved debt ratings.
I say let the man run the business.
It was a long time ago but he was on a CC and said it was probably fair for folks to expect them to be profitable.
A few minutes ago I was leaving the grocery store and it had started pouring down rain. Everyone was waiting outside under the shelter, hoping it would let up.
I just whipped out my phone, summoned my Tesla, hopped in, and drove off.
Everyone there saw what I did. Why would Tesla ever need to advertise?
I just whipped out my phone, summoned my Tesla, hopped in, and drove off.
Everyone there saw what I did. Why would Tesla ever need to advertise?
Tesla has no presence in Ukraine, all Teslas there are privately imported. But I gather there's a good amount.
insaneoctane
Well-Known Member
Sure seems News/Reuters is have it easy.... They run this 10% article with poor to inaccurate context/specifics and tank the stock 10%. I'm still reading articles all referencing the Reuters article as their source. Also never saw the leaked "super bad" email itself. With such ability to mislead and move the SP, we need at least a Pinocchio standard.
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