TSLA Market Action: 2018 Investor Roundtable

[MXWing]

Less than 10% fcf came from working cap. So it’s not because of the vendor agreements. Tired of hearing that bullshit too.

Elon can pay the suppliers so I can get my spoiler and badge finally?

 

[dmvevguy]

Elon, if you happen to read this, please don't call anyone boneheaded or anything just play cool man!!!!!!!!!!

 

[Johan]

2.9 x 4 = 12
12 eps x 40 p/e = $480

Any thoughts?

Try 35 for a conservative multiple and we've got ourselves a nice 1 year target.

 

[Boomer19]

Idiots:
REUTERS 3:23 PM ET 10/24/2018

Symbol

Last

Price Change

TSLA

288.5

-5.64 (-1.92%)

QUOTES AS OF 04:00:00 PM ET 10/24/2018

Oct 24 - Tesla Inc(TSLA) made good on Chief Executive Officer Elon Musk's promise that it would turn a profit in the third quarter.

The Silicon Valley electric carmaker said it made a net profit of $311.5 million in the quarter, still tiny when compared to the billions of dollars the company has burned through as it ramps up production of its Model 3 sedan.

Tesla also said it had free cash flow of $881 million. (Reporting by Sonam Rai in Bengaluru and Alexandria Sage in San Francisco; Editing by Anil D'Silva)

Wow.

 

[EVNow]

The Silicon Valley electric carmaker said it made a net profit of $311.5 million in the quarter, still tiny when compared to the billions of dollars the company has burned through as it ramps up production of its Model 3 sedan.

That is such an irresponsible statement. They should be ashamed of this.

Investment <> "burn through".

 

[mekberg]

"In Q3, we delivered 56,065 Model 3s to customers."

palindrome deliveries!

 

[MXWing]

Elon, if you happen to read this, please don't call anyone boneheaded or anything just play cool man!!!!!!!!!!

Elon can insult anyone he wants save two.

Just please avoid:

SEC
British expats in Thailand.

 

[WentOffGrid]

I picked a bad time to stop drinking.... This is some serious good news!

 

[ZachF]

Speigel says:

I have no idea re FCF, except it should be positive by at least a few hundred million due to all the games $TSLA played. The reckoning will come in the current (Q4) quarter.

Uhmmm... yeah. The reckoning will always be in the next quarter.

 

[mikevbf]

Check out further down in the report where they have accelerated China production to 2019!

"We are aiming to bring portions of Model 3 production to China during 2019 and to progressively increase the level of localization through local sourcing and manufacturing."

 

[Boomer19]

Elon can pay the suppliers so I can get my spoiler and badge finally?

Exactly hhaha
same here

 

[SpaceCash]

Check out further down in the report where they have accelerated China production to 2019!

"We are aiming to bring portions of Model 3 production to China during 2019 and to progressively increase the level of localization through local sourcing and manufacturing."

this is GREAT news

 

[dqd88]

2.9 x 4 = 12
12 eps x 40 p/e = $480

Any thoughts?

I hope it still trades on a multiple to revenue of 2.5-4x, some hyrbrid multiple of growth tech/auto.

 

[supratachophobia]

Just came here to say that my Supercharger expansion litmus test has been proven right for a 2nd time now. Reduced supercharger rollout = profitable quarter. I have cracked the equation people, time to go home.

 

[ZachF]

Check out further down in the report where they have accelerated China production to 2019!

"We are aiming to bring portions of Model 3 production to China during 2019 and to progressively increase the level of localization through local sourcing and manufacturing."

Ship over some 3s without the wheels... slap them on in a tent

 

[AMN]

Deepak, take away his phone and tie him to a chair. DO NOT let him tweet. We are good. Leave things as they are!

 

[SpudLime]

Ass soon as all you egg heads come down off your high, I am sitting here waiting for the ELI5 verson.

kthanks!

 

[RobStark]

Happy Festivus!

 

[Tslynk67]

"Our cash position should remain at least flat in spite of our plan to repay $230 million of convertible notes in cash during Q4."

 

[kbM3]

I didn’t see a projection for q4 model three production or deliveries. Was there one? If not, is this something the shorts are going to latch onto?