Recent content by Darren12

When Moody's did their credit rating increase in January (conveniently the day before Q4 results), they used up to Q3 2021 results. For the financial factors they listed to further upgrade, two of the interesting ones were these: - sustained EBITA (Earnings Before Interest, Tax, and...

In the report Q3 Adjusted EBITDA is 23.3% while Q4 is 23.1%, which at first looks like a drop in EBITDA growth, which the algos might not have liked. Some quick math on the adjusted EBITDA backing out the one time payroll tax hit from Elon’s options. Adjusted EBITDA Q4: 4,090m Plus Elon’s...

If you look at Tesla’s 50% growth rate guidance averaged over “several years”, you get pretty close to Elon’s goal of 20m vehicles per year by 2030. Obviously in some years they will do more than 50% or less based on timing of new factories etc. but it gives a decent projection out to the...

TSLA 777.77 S&P 3777.77

The other incidents last year after the rebalancing were changes made because of mergers and acquisitions, or spinoffs of companies already in the index, so the committee had to make the changes after the rebalance due to the timing of the events. See the excerpts below: NEW YORK, Sept. 17...

If they did announce it tomorrow, could they also ask the European exchanges to halt trading on Monday while the US markets are closed so that all trading can resume at the same time on Tuesday? I don’t know if there is any precedence for this, but seems like an option to avoid some volatility...

For those wondering about options, the OCC posted their memo yesterday about how options will be affected by the split: 5x the contracts, 1/5 the strike price, so they are treating this like any other split for options. Thanks @willow_hiller for sharing Apple’s memo the other day...

I ordered two about 30 minutes ago in Canada and got 112843XXX and 112844XXX

The V10 update is getting rolled out in Canada today, but doesn't include Smart Summon. It took a long time to get regular Summon after it was released in the US, so wouldn't expect it anytime soon for Canadians. Will be interesting to see what European countries get it and when. V10 in Canada...

I just got it downloaded in Alberta, I have FSD and Advanced software preference on. Looks like it has everything but Smart Summon in it.

I'm picking up the exact same configuration from Calgary on the 14th! VIN is also 1071XX. My DA first emailed me on Aug 30th and I emailed back the same day. He then called on Sep 1st to schedule my delivery and gave me choices of Sep 11-14 to pick up. If I waited until the next week he said I...

TWTR also missed on user growth during their earnings release and is down over 16%. Looks like the market is just being dragged down by this.

Looking at the Model 3 market share graph in the letter, Model 3 looks to have about 26% share in April 2018. Mercedes C Class is just barely above them, maybe about 28% market share. From Mercedes website, they sold 5,148 C Class in April. Going off that, Model 3 sales in April appear to be...

One thing I haven't seen mentioned yet about the 5k per week guidance in march is customer expectations. Many of the model 3 buyers are first time Tesla buyers. Could just be wishful thinking for my own reservation but I would imagine they definitely do not want to change delivery estimates...

Looking at the supercharger access, I wouldn't make any big changes here are they discontinued the free supercharging for all vehicles ordered after January 15th. So with the overhang vehicles and all of the orders made before Jan 15 that ended up being delivered in Feb and Mar I think most of...