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TSLA Market Action: 2018 Investor Roundtable

Discussion in 'TSLA Investor Discussions' started by AudubonB, Dec 30, 2017.

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  1. dmvevguy

    dmvevguy Member

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    I can't wait for investor call...congratulations to all super duper LONGS!
     
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  2. Lycanthrope

    Lycanthrope S3XY old dude

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    They state it's due to lower cost options on NAmerican cars, so that's logical, but will be offset by further efficiency gains.

    Once Europe starts deliveries, margin will increase again.
     
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  3. Cherry Wine

    Cherry Wine Supporting Member

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    Is that an early repayment? Or planned?
     
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  4. sweter

    sweter Member

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    "We expect to start taking orders in Europe and China for Model 3 before the end of this year. "

    THIS!!
     
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  5. dmvevguy

    dmvevguy Member

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    Option_Sniper‏ @option_snipper
    Option_Sniper Retweeted Option_Sniper

    $tsla already at 318 now. strong resistance above are 321 327 331. if it can clear 331, gonna trigger huge short squeeze into 355 372 possibly 387 again. but let's see if it gets through 321 first.
     
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  6. ThereAre4Cars

    ThereAre4Cars Member

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    Heh my energy revenue estimate was off by 1/5th what I lost on Netflix today.
     
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  7. SpaceCash

    SpaceCash Intergalactic Planetary, Planetary Intergalactic

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    this is the best possible way for them to repay the notes. In cash rather than stock.
     
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  8. JRP3

    JRP3 Hyperactive Member

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    I knew it, tents!
     
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  9. Johan

    Johan Ex got M3 in the divorce, waiting for EU Model Y!

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    This is just such a nice way of putting it (ending paragraph of the letter):

    As we have transformed from a 100,000 per year unit carmaker into a ~340,000 unit per year carmaker, our earnings profile has flipped dramatically. Sufficient Model 3 profitability was critical to make our business sustainable – something many argued would be impossible to achieve. Due to the ingenuity and incredible hard work of our team combined with an innovative vehicle design and manufacturing strategy, we have achieved total auto gross margin of ~25%.
     
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  10. MP3Mike

    MP3Mike Well-Known Member

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    So you missed this: "Model 3 quarterly production and deliveries should continue to increase in Q4 compared to Q3."
     
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  11. Joe F

    Joe F Disruption is hard.

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    I have an eye Dr appt at 6 PM. Weighing cancelling and risk vision loss in order to listen to the 6:30 call instead.

    Decisions, decisions...
     
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  12. Mokuzai

    Mokuzai Member

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    350 Call.png
    Had a cool 5 seconds to spare...
     
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  13. Ulmo

    Ulmo Active Member

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    Remember that holiday construction, factory, office, sales, and service work usually slows down for Christmas and entering the colder months. All I see is the first paragraph under "Outlook": "Model 3 quarterly production and deliveries should continue to increase in Q4 compared to Q3. Our target of delivering 100,000 Model S and X vehicles this year remains unchanged.".
     
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  14. tivoboy

    tivoboy Active Member

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    Well technically at these levels they can’t pay it off with the stock conversion. And selling more stock to pay would be worse than taking new debt at a higher rate. I think they MAY be able to leverage this all into a roll of the debt with a better negotiating position and decent rates.
     
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  15. ThereAre4Cars

    ThereAre4Cars Member

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    "We expect to start taking orders in Europe and China for Model 3 before the end of this year."
     
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    • Love x 1
  16. Huskyf

    Huskyf Member

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    what Time si the conference call ? I'm in Switzerland
     
  17. DragonWatch

    DragonWatch Small FootPrint

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    After hours ~ 2140 (10:40 pm) Venice, Italy TSLA up $25.50 and I cannot even speak Italian:) Holy banana boats ~ $28.93 ~ I may be able to see that missile in the night sky here at any time:D
     
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  18. sweter

    sweter Member

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    00:30 EU time.
     
  19. Ulmo

    Ulmo Active Member

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    321 passed briefly :)
     
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  20. MP3Mike

    MP3Mike Well-Known Member

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    Why would they need to roll the debt forward? They have enough cash to pay it off now, they will have even more after Q4 and the beginning of 19Q1.
     
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