It's earnings day today, but it looks like nobody on this thread cares.
Did you see the rocket??!!?
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
Did you see the rocket??!!?
It's earnings day today, but it looks like nobody on this thread cares.
I do haha
I'm just hoping he'll give enough information about where is the Model 3 production standing right now. And autopilot.
Like real information not just " We're at xxxx production rate, hopefully we'll get at xxxx in x amount of time ".
It's earnings day today, but it looks like nobody on this thread cares.
What’s your WAG for the SP movement post ER?
My WAG- sell off into market close, price dips further after ER, goes up (towards breakeven on the day) after the call when he talks about tesla energy backlog + deposits
Edit: and model 3 progress is in line with prior ramp guidance (target 5k per week by end of Q2)
this sounds pretty close to me. as long as we stay above 300 (which i firmly believe we will), ill be happy.
I just think TSLA is very undervalued at $57B at today's price ($337).
Tesla will likely do roughly $30B in revenue next year ($10B in S/X sales, $20B less in Model 3... not including Tesla Energy). With gross margins of $7.5B.
I personally think the current price is factoring in just Model S/X and Model 3... and because Model 3 ramp has questions/uncertainty, investors aren't able to factor in post-Model 3 growth like Model Y, Semi, pickup truck, etc. So, once we have some more clarity and certainty on Model 3 ramp, then investors can start factoring in post-Model 3 growth.
And that's when TSLA valuation should go up to $100B, in my opinion.
That clarity and removal of uncertainty with Model 3 ramp can happen today, and then we'll see a gap up and go tomorrow.
Or it can happen later.
But when it happens, I think we'll be saying goodbye to the 300s.
And what's even better to this story is that most people aren't expecting this.
We need to add another button on this forum. In addition to thumbs up and love we need two hands together praying, that means "God I hope you are right!"
What do you think it would take from the ER and subsequent call for the removal of uncertainty/clarity to happen?
I'd like to see customer deposits top 1.2B and the existing ramp schedule confirmed, but with the current ramp schedule being alluded to as almost 'conservative' - would love to hear Elon utter those words again that "a win should feel like a win." Additional kicker would be a massive backorder of stationary storage orders/projects.
Wanna bet some of the questions are about Falcon Heavy? After accomplishing that yesterday Elon can do anything. Don't Panic.Did you see the rocket??!!?
Menifeer
Member
Not expecting anything dramatic to the upside tomorrow. Sold $350 Calls that expire Friday for $7.50 earlier today.
—an
The difference is productive speed, not the performance of the model. The reviews on the M3 are spectacular but not visually arresting. Further, when I first heard about putting a roadster in orbit was cute, but not silly. Now seeing a picture of Starman in orbit and the reaction of the media (even Rachel Maddow started her show with it!), got to admit Elon is as much a genius promoter as technician. Plus, based on a recent post reminding us of his advise to employees at Space X on going public, you have additional evidence he is a really first rate businessman. There's a lot of danger in placing such trust in one person but over time that will be justified and less dangerous as all his companies grow. I suspect Elon is confident all of them are on the right track now.
Tsla will peak when he gets bored which will probably be when he wants to spend much more time with his grandchildren, or his great-grandchildren. (I doubt on Mars—an advice.)
Wanna bet some of the questions are about Falcon Heavy? After accomplishing that yesterday Elon can do anything. Don't Panic.
The difference is productive speed, not the performance of the model. The reviews on the M3 are spectacular but not visually arresting. Further, when I first heard about putting a roadster in orbit was cute, but not silly. Now seeing a picture of Starman in orbit and the reaction of the media (even Rachel Maddow started her show with it!), got to admit Elon is as much a genius promoter as technician. Plus, based on a recent post reminding us of his advise to employees at Space X on going public, you have additional evidence he is a really first rate businessman. There's a lot of danger in placing such trust in one person but over time that will be justified and less dangerous as all his companies grow. I suspect Elon is confident all of them are on the right track now.
Tsla will peak when he gets bored which will probably be when he wants to spend much more time with his grandchildren, or his great-grandchildren. (I doubt on Mars
—an advice.)
Last edited:
Jonathan Hewitt
Active Member
Fully agree with you but I'm leaning towards the "it can happen later" part though. That's why most my money is in LEAPS; I don't want to miss it when it happens.
Hard to know what to expect, but if you're selling $350s I'd be prepared to lose those shares or perhaps roll.
Possible good news:
- cash balance strong
- 1000 Model 3 cars/week production rate reached by end of January
- significant Tesla Energy revenue and growth
Possible bad news
- 5000 cars/week Model 3 goal pushed back to Q3
- more cash used than anticipated, need to raise cash
- worse loss than anticipated, worse GM than anticipated
- cash balance strong
- 1000 Model 3 cars/week production rate reached by end of January
- significant Tesla Energy revenue and growth
Possible bad news
- 5000 cars/week Model 3 goal pushed back to Q3
- more cash used than anticipated, need to raise cash
- worse loss than anticipated, worse GM than anticipated
Johann Koeber
Happy Owner
Tonight I hope some other things (besides M3 ramp) will be annouced or discussed:
- location of future factories (GF 3-5, Semi, New Roadster, Model Y)
- situation on battery ramp (Powerwall, grid storage)
- tesla roof
- AP progress
- other SW projects, like the features that have been recently announced
These are not visible at the moment. Any information would be welcome and could boost the stock.
- location of future factories (GF 3-5, Semi, New Roadster, Model Y)
- situation on battery ramp (Powerwall, grid storage)
- tesla roof
- AP progress
- other SW projects, like the features that have been recently announced
These are not visible at the moment. Any information would be welcome and could boost the stock.
Jonathan Hewitt
Active Member
Only 120 votes but sentiment overall bullish among twitter traders. Not good or bad but a datapoint.
Justin Pulitzer on Twitter
Justin Pulitzer on Twitter
DurandalAI
Member
I agree as a whole except for talk about new factories. I don’t think they should talk about that at all until M3 production has passed the 5,000/week mark. Tesla doesn’t really need to be limited to one thing at a time, but the appearance of limiting major focus to one thing at a time is a good thing to project.
- Status
Similar threads
- Locked
- Locked
- Locked
- Poll
