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... soooo how's everyone feeling after that. slight roller coaster of an ER
From what I've seen in terms of historical market reaction this has plenty of fuel for the bears.Not the best ER in my opinion. Stock could go nosediving tomorrow.
I expected much more optimism in tone around Model X, especially if indeed the configuration tool goes live in 2-3 weeks.
motion to dismiss
The most boring one so far. I actually dozed off.
Next time, they should stop using FIFO on conference call queues and pick interesting ones first.
The second row seat problem is on Elon. Should've had a more boring version ready and let people chooose it as an option later. Nobody cared about the seat. It was the falcon doors that people want.
Capital raise will happen if stock punch through $300. ETA Q1 2016.
The comments on the sheer size of the stationary storage market was eye opening. Increasing up to an order of magnitude per year. I also liked his context on the usefulness of Power Packs on existing utilities, allowing potentially half of the worlds plants to shut down.
Cap raise is interesting, I was hoping they could free-cash flow their way past needing that, but his comments indicated it would be for comfort, not critical path capital.
Uber question was the rabbit. Who's going to model the revenue from the automated mobility business?
The comments on the sheer size of the stationary storage market was eye opening. Increasing up to an order of magnitude per year. I also liked his context on the usefulness of Power Packs on existing utilities, allowing potentially half of the worlds plants to shut down.
Cap raise is interesting, I was hoping they could free-cash flow their way past needing that, but his comments indicated it would be for comfort, not critical path capital.
So moved.
While there was some good news on the call and some long-term zingers like Tesla=Uber conjecture, I feel like there could be analyst downgrades coming given perceptions of another Model X delay, reduced 2015 guidance, and a "no comment" on notion of capital raise. Tesla Energy sounds fantastic and I know it will be, but "reservations" with no deposit (not orders) can't be reasonably assumed to be 100% legitimate.
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Agreed on all.
Also, Trip Chowdry is loony.
got greedy and tried to make a quick buck at 260 then it dropped, owell. thats what the puts are there for....
what is this early release program for autopilot? i was confused by that but didnt hear the whole call clearly.
... soooo how's everyone feeling after that. slight roller coaster of an ER
Nothing to assuage doubts, fears, etc regarding Model X and full 2015 delivery counts. Possible capital raise.
Yeah, stock has been put on down elevator and the B for basement button just pressed.
Long term, I didn't hear any news that was cause for concern or for breaking confidence that $1000/shr is attainable.
beta testers or everyone gets beta?beta around Aug 15th. Release 1-2 months after that.
elon used the words "early access"beta testers or everyone gets beta?