Short-Term TSLA Price Movements - 2013

[Johan]

i strongly encourage Elon to get on the call and give 2014 guidance. Give investors some reason to expect accelerating growth

... well, only if it's true. I rather they stay true to the facts, like they've been doing all along.

 

[FredTMC]

I guess thats the killer. No guidance on 2014.

YES. That's the killer. EM needs to get on the call and give decent 2014 guidance. They had to know the stock would tank without guidance. Sheesh!

 

[brysondad]

"Guidance will be provided with our annual report early next year." (approximate quote)

They beat the estimates, but not as much as people wanted, I guess.

not as much as a stock with 100-to-200 PE is required to have.

 

[yngwie_2012]

the question is why they arent giving 2014 guidance. Should we worry?

 

[Cameron]

i strongly encourage Elon to get on the call and give 2014 guidance. Give investors some reason to expect accelerating growth

+100000000

 

[ckessel]

I guess thats the killer. No guidance on 2014.

Hmm, it'll have to be a hell of a conference call if there's no 2014 guidance or my options with 175/180 strike prices won't just be losers, they'll be worthless.

 

[FANGO]

"Panasonic will increase its production capacity of automotive-grade lithium-ion battery cells to supply Tesla with a minimum of 1.8 billion cells over four years, more than three times our previousagreement. This number should be viewed as more of a floor than a ceiling. "




I like that, even better than what we had heard.

 

[SebastianR]

Well, all the better: more stock for me

Last time I got in before the call, this time I will get in after the call...

 

[Julian Cox]

er guys. This company just expanded across Europe and Asia and at the same time GREW its bank account by $49 Million.

 

[hoang51]

I think what's also causing the drop is this from the letter:

Consequently, we finished the quarter with a record of slightly over 5,500 deliveries, including over 1,000 deliveries to European customers.

So US orders only got about 4,500? I think people are thinking that the demand in the US is slowing down. If someone can ask on the conference call why only 4,500 US orders when in the past, there were more, and the answer is due to production restraints, then I think the stock may recover.

 

[marvinat0rz]

"Panasonic will increase its production capacity of automotive-grade lithium-ion battery cells to supply Tesla with a minimum of 1.8 billion cells over four years, more than three times our previousagreement. This number should be viewed as more of a floor than a ceiling. "




I like that, even better than what we had heard.

That's what I was thinking too. Longer-term, that's very good news. Of course it's quite crappy to be down >10% in the last twenty minutes, but this is really a positive report regardless.

 

[hoang51]

Hmm, it'll have to be a hell of a conference call if there's no 2014 guidance or my options with 175/180 strike prices won't just be losers, they'll be worthless.

I think at this point, all the bulls are hoping for an awesome conference call because going from $176 all the way down to around $160 is very sad.

 

[xhawk101]

What is the conference phone number

 

[30seconds]

I think at this point, all the bulls are hoping for an awesome conference call because going from $176 all the way down to around $160 is very sad.

depends on your time horizon

 

[hoang51]

That's what I was thinking too. Longer-term, that's very good news. Of course it's quite crappy to be down >10% in the last twenty minutes, but this is really a positive report regardless.

Positive report, yes, but every quarter earnings is always about the future of the company. If any company releases a blow out quarter earnings, but the next quarter sees not much, investors aren't going to like that. Right now, that's what TSLA is seeing, and its stock price is being punished after market hours.

 

[aznt1217]

But we beat earnings... just not by a lot

 

[justthateasy]

I think what's also causing the drop is this from the letter:

Consequently, we finished the quarter with a record of slightly over 5,500 deliveries, including over 1,000 deliveries to European customers.

So US orders only got about 4,500? I think people are thinking that the demand in the US is slowing down. If someone can ask on the conference call why only 4,500 US orders when in the past, there were more, and the answer is due to production restraints, then I think the stock may recover.

I think that there's a clear difference between demand and supply constraints. I'm sure Tesla allocated EU cars to fill the demand but it also forced deliveries to be constrained here in the US.

 

[brianstorms]

Tesla is pioneering a new approach to vehicle servicing that we believe will revolutionize the customer experience. An announcement about this will be forthcoming shortly.

Wondering what this is about?

 

[FredTMC]

+100000000

Waiting until Q4 report is too long from now for "next year" guidance. Investors need that guidance NOW, not in Feb after we are already over a month into the new year...

 

[FluxCap]

er guys. This company just expanded across Europe and Asia and at the same time GREW its bank account by $49 Million.

Indeed it did. This is the market pissed that there is no 2014 guidance in the letter. This report reads to me like a superb company still very much on its way to global market dominance in a 100-year old industry. Let's see what Elon has to say in an hour.