2014 Q4 Earnings Report and Conference Call

[chickensevil]

He said at this time....and then went on to talk about minor, minimal and moderate all in the context of dilution. I am pro-Tesla all the way but how in the heck are they going to do this without a capital raising event? CNBC had a Tesla bull who acknowledged that 4Q is when they may have to do this. I am just saying...


Also, I seem to be on about a 2 minute delay. I tuned in at about 6:10CST which may have been my problem.

If their cash flow positive is going to start happening in spite of capex in Q4 of this year, then no... we shouldn't need much in the way of raising funds. Most of the dilution will be shares given to employees not a capital raising.

 

[Krugerrand]

He said at this time....and then went on to talk about minor, minimal and moderate all in the context of dilution. I am pro-Tesla all the way but how in the heck are they going to do this without a capital raising event? CNBC had a Tesla bull who acknowledged that 4Q is when they may have to do this. I am just saying...


Also, I seem to be on about a 2 minute delay. I tuned in at about 6:10CST which may have been my problem.

Tesla has consistently said all along that Model S and X would fund Model 3. Obviously they raised money for Gigafactory, but there's not much else they need to do. New paint line is going to be able to paint 10k cars per week. And whatever else he meant when he said they've already invested a lot into future profits. Elon is way ahead of us. Just now the comment he made about cash flow coming in during 2020 is going to be staggering. They've got BIG plans and they've already figured out how to get there without diluting shareholders.

 

[hockeythug]

More adventurous Model 3.5 after 3 so 3 doesn't get delays.

 

[Krugerrand]

He intends to raise, not anytime soon, but when he does, it'll cause only a small dilution to customers. This was what I thought I heard.

Correct. Context.

 

[Papafox]

Model 3 in second half of 2017

 

[chickensevil]

The first version of Model 3 will not be very adventurous so they can ensure to meet the timeline in the 2nd half of 2017. The second version (I read that as the equivalent of a Model X on the Gen 3 platform) will be the more adventurous version since they will have more time. This should bode well for demand of the Model 3 since it should look like a rather "plain" car.

 

[sundaymorning]

Sounds like demand is super high. They're guidance for 55k in the face of FX and China slowdown validates this. You can hear the excitement in Elon's giggle.

 

[Causalien]

The first version of Model 3 will not be very adventurous so they can ensure to meet the timeline in the 2nd half of 2017. The second version (I read that as the equivalent of a Model X on the Gen 3 platform) will be the more adventurous version since they will have more time. This should bode well for demand of the Model 3 since it should look like a rather "plain" car.

I hope they are smart enough to make model 3 being able to be retrofitted to 3.5

 

[Bobbyducati]

this is getting exciting!

 

[Gerasimental]

Home stationary storage system to start selling in 6 months? Holy crap.

 

[hockeythug]

"next month or two" for unveiling of the home grid storage system.

 

[JST]

WOOT! Shout out to forum noise!!

I can't hear the forum noise over the sound of my drivetrain hum.


I kid, I kid.

 

[Benz]

"next month or two" for unveiling of the home grid storage system.

That is great progress.

 

[Krugerrand]

Home stationary storage system to start selling in 6 months? Holy crap.

And there's the rest of the money we need.

 

[CyberDutchie]

Wow, that just gave me goosebumps. What Elon said about stationary battery for in the home probably being launched in the next few months and produced within six months. Especially the nonchalant way he talks about it. This must be news to many people (incl. me).

 

[chickensevil]

I hope they are smart enough to make model 3 being able to be retrofitted to 3.5

why? Is the Model S retrofittable to become the Model X??? That is the equivalent of what he was talking about here.

 

[hockeythug]

Such a tease.

 

[EarlyAdopter]

Home stationary storage system to start selling in 6 months? Holy crap.

Good business to get into to sink excess capacity from the Gigafactory into before Model 3 gets launched.

 

[sundaymorning]

this is getting exciting!

You can hear the admiration in Elon's voice for the second row seat!! It will be the nicest seat you'll ever see... and there's more we haven't seen yet?! wow

 

[PokerBroker]

I hope they are smart enough to make model 3 being able to be retrofitted to 3.5

Everyone better get over this whole idea fast... Retrofitting is not an ideal plan for any OEM... They want to sell NEW cars