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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. dandurston

    dandurston Member

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    Spiegel did reply to a tweet:
    upload_2018-10-24_14-53-14.png
     
    • Funny x 28
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  2. KevinR

    KevinR TSLA long since 2011

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    giphy BB8.gif
     
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  3. Joe F

    Joe F Disruption is hard.

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    Lousy cell service there, have tried over the years. Bringing EarPods just in case a new tower went up in the last year! ;)
     
  4. dw4ngg

    dw4ngg Member

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    I don’t have anything else in my “portfolio”... is that smart?
     
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  5. EVMeister

    EVMeister Lover of Tesla

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    • Funny x 7
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  6. mongo

    mongo Well-Known Member

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    Also impressive: keeping the 2.5 billion 2018 CapEx guidance while pulling in GF3 construction.
     
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  7. KarenRei

    KarenRei ᴉǝɹuǝɹɐʞ

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    [​IMG]
     
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  8. MartinAustin

    MartinAustin Active Member

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    $325 :D

    Also, I heard them wondering where Tesla was going to get the money from the Chinese factory, and if this would require capital raise etc. - even if Tesla had stated that there would be no more capital raises. Obviously they hadn't been paying attention when Tesla already said they would simply get bank loans from local Chinese banks - a perfectly conventional & undramatic method of paying for factories to be constructed.
     
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  9. 2virgule5

    2virgule5 Supporting Member

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    I don't read this as putting right away production lines in China in 2019, it would rather be some easy assembly that can come with local sourcing of parts (not unlike what they currently do for Europe to evade some value-added taxes), ie locally produced wheels & tires and any other part that can be added relatively easily to the pre-manufactured body+battery pack.
     
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  10. EVMeister

    EVMeister Lover of Tesla

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    I like how these figures have been a positive surprise even to most bulls. And most bears are simply stunned. Rock on!
     
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  11. MarcusMaximus

    MarcusMaximus Active Member

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    Keeps bouncing off of it. Lets see if it can stick...

    ...and, of course, as soon as I say that it jumps over 326.
     
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  12. ThereAre4Cars

    ThereAre4Cars Member

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    Only forward numbers actually matter since they embed all the knowledge of management not just trailing. 20% matches past guidance, but expectations would have been slightly elevated since it has become known since that prior guidance that AWD and P was outperforming. The same reason they beat Q3 guidance should have translated to beating Q4.

    And the real problem with 20% guidance is the difficulty after 18 months of production to easily point at cost savings that allow for 25% once the SR model dominates sales volumes, but you have to actually get out spreadsheets and think in detail to understand this, which has been done elsewhere. It's my opinion this is the single number that measures business health the best but I also like these op.ex numbers. That was extremely impressive.
     
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  13. Jayjs20

    Jayjs20 Member

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    Imagine if he turns and goes long as well.
     
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  14. RobStark

    RobStark Well-Known Member

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    upload_2018-10-24_14-0-11.png
     
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  15. humbaba

    humbaba sleeping until $7000

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    so i read a market watch "article" just to see what they had to say about the profit since the headline wasn't trolling. Take aways:

    1) only the third time achieved profit in 8 years
    2) troubled company (SEC, misleading investors)

    That's it, the best Claudia Assis can come up with. Next quarter it will be "only the fourth time in 8 years".

    Weak
     
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  16. Compton

    Compton Member

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    Can’t imagine that happening. Too far down in the rabbit hole.
     
  17. MP3Mike

    MP3Mike Well-Known Member

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    But to get the Chinese EV incentives I think the batteries have to be made in China. So that really encourages making the batteries/packs there as well.
     
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  18. MarcusMaximus

    MarcusMaximus Active Member

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    Note that this 20% includes increased costs due to tariffs and a newly increased mix in lower margin versions.
     
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  19. sweter

    sweter Member

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    Engadget:
    Screenshot 2018-10-24 at 21.59.26.png

    Absurd how people think that a person's tweets have any impact on a company's performance.
     
    • Funny x 28
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  20. M3Rider

    M3Rider Supporting Member

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    Did anybody notice how Atari games found a respectable place in the report?
     
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