TSLA Market Action: 2018 Investor Roundtable

[Krugerrand]

It's one of them, yes. I never doubted, that Tesla has the chance to be profitable in Q3 or Q4. I am in doubt regarding the speed of their future expansion, so this seemed interesting to me. You know, some people were crazy enough to model 2020 with 700 or 800k cars sold ...

So? What do you care about them or their models? Do your own, place your bet and quit trying to find fault with Tesla where there isn’t any.

 

[Dan Detweiler]

To me the best thing about the letter was that it was nothing earth shattering...either way . Just good steady progress being made and maintained. Tesla doing what Tesla needs to do. Keep it up!

Now let's all hope for a nice peaceful, positive, boring call. LOL!

Dan

 

[Starno]

To me the best thing about the letter was that it was nothing earth shattering...either way . Just good steady progress being made and maintained. Tesla doing what Tesla needs to do. Keep it up!

Now let's all hope for a nice peaceful, positive, boring call. LOL!

Dan

No boneheaded question ?

 

[Krugerrand]

Stuff missing from the Q2 letter:

• July deliveries
• Model Y
• Semi
• Autopilot / Full-self driving
• Anything specific for solar roof (production targets, # produced, etc.)

None of that is specific to Q2. They clearly stated focus for Q2 was M3 ramp.

 

[CorneliusXX]

Thanks for the tip here —

Tesla Model 3 Sales Skyrocket, US Toyota Camry & Prius Sales Plummet — Coincidence? | CleanTechnica

Please don't use question marks in headlines? I enjoy many of your articles? but purposefully refuse to read articles with a question mark in the headline as it just feels too clickbatey?

 

[mikevbf]

I missed that in the report and searched for it, but can't find it. What section?

A little embarrassing ... while flipping fast between discussions, report, and stock price I accidentally grabbed this from the front page of Tesla investor relations instead of report:
Investors Overview | Tesla, Inc.
Was wondering how long it would take for someone to notice

 

[TrendTrader007]

This is a true story:
i have been margined 260% on $TSLA stock for several months now
out of the blue Morgan Stanley calls on my account at 10.30 AM CST today and advise me that they are raising my specific account margin requirement from 30 to 60 % effective immediately and their risk management department wants me to produce XXX in additional collateral effective immediately because they expect 30% drop in $TSLA stock after tonight's ER. i plead with them to allow me one more day before liquidating shares but they would not budge.
i therefore made the boldest trading decision of my life.
i liquidated all my $tsla stock and went all in $300 call January 2020 at 1.45 pm CST
rest is history

 

[traxila]

My money is on Musk going NUTS!

Screw the MAN and the line Elon is supposed to walk. Kiss our collective ass, WS anal ysts and miserable bean counters.

Suck the life out of every company they sink their clutches into.

Hope he staggers in drunk and challenges everyone to do a shot every time a stupid or boring question is asked!

 

[Gifford 3]

I have an opposite view on the possibility of dropping sp due to Q2 ER, but time will tell.

Thanks Elon again for the after hours Q2 ER, much appreciated !!! Is the short burn of the century begins?

 

[RobStark]

 

[elasalle]

This is a true story:
i have been margined 260% on $TSLA stock for several months now
out of the blue Morgan Stanley calls on my account at 10.30 AM CST today and advise me that they are raising my specific account margin requirement from 30 to 60 % effective immediately and their risk management department wants me to produce $3 million in additional collateral effective immediately because they expect 30% drop in $TSLA stock after tonight's ER. i plead with them to allow me one more day before liquidating shares but they would not budge.
i therefore made the boldest trading decision of my life.
i liquidated all my $tsla stock and went all in $300 call January 2020 at 1.45 pm CST
rest is history

If your cousins come calling this time, hope we don't have to hear you took big losses in next few days

 

[elasalle]

Proof in the pudding .. finally Tesla Actions catching up and over taking FUD words.
Time to reset expectations for the high side

 

[traxila]

This is a true story:
i have been margined 260% on $TSLA stock for several months now
out of the blue Morgan Stanley calls on my account at 10.30 AM CST today and advise me that they are raising my specific account margin requirement from 30 to 60 % effective immediately and their risk management department wants me to produce XXX in additional collateral effective immediately because they expect 30% drop in $TSLA stock after tonight's ER. i plead with them to allow me one more day before liquidating shares but they would not budge.
i therefore made the boldest trading decision of my life.
i liquidated all my $tsla stock and went all in $300 call January 2020 at 1.45 pm CST
rest is history

TT love your style, but you are nuts. High stakes gambling is what you are doing. Enjoy the rush and congrats.

 

[kbM3]

Now base model 3 at end of this year not sometime next year: "we plan on launching our new Model 3 sedan later this year at a base price of $35,000 that we expect to truly propel electric vehicles into the mainstream." (bold emphasis added)

Intro was always q4. Volume is q1.

 

[ZachShahan]

Also, I'm on the call — in case anyone has any questions. (Please keep them short & in bullet points for easy scanning.)

 

[dc_h]

No Elon on call?

Never mind

 

[FirebirdAlpha]

Also, I'm on the call — in case anyone has any questions. (Please keep them short & in bullet points for easy scanning.)

Is Tesla aware of any action, pending action, or investigation brought by the SEC enforcement division at any point in 2018?

Might sound ridiculous, but you will obliterate the shorts by asking this question and getting the predictable answer.

 

[ggies07]

No Elon, you don't need test drives, you need to focus on the 100,000 + reservations holders from the first day!!

 

[tivoboy]

No Elon on call?

Never mind

He's doing all the talking. Just hittup the youtube stream it's easier and faster.

 

[Cosmacelf]

Elon: Capex needed to go from 5,000 Model 3 a week to 10,000 Model 3 a week is a tiny fraction of the capex needed to get to 5,000.

Elon: Tesla should be cash flow positive for every quarter here on out, except for occasional quarters where they repay big loans.