Short-Term TSLA Price Movements - 2016

[dalalsid]

URL for the PDF? I don't see it on the IR site

http://files.shareholder.com/downloads/ABEA-4CW8X0/1490848132x0x874449/945B9CF5-86DA-4C35-B03C-4892824F058D/Q4_15_Tesla_Update_Letter.pdf

 

[joefee]

Guidance 80k - 90k 2016.

I hope C call will tell us how many of that is Model X.

 

[BornToFly]

Headlines say BIG Q4 loss....

 

[Johan]

Totally random observation: Kind of strange releasing the letter in .docx format?

Otherwise super happy with the direction they're taking. They're cutting it close with Model 3 : Unveil March 31 st and production late 2017...

 

[Earlian]

Cash Flow positive in Q4/2015?!? Wasn't that this nebulous thing awaited somewhere around Q1/2 2016?

 

[esk8mw]

Against my better judgment I kept my super long positions. Looking like an OK idea now.

 

[aznt1217]

Totally random observation: Kind of strange releasing the letter in .docx format?

Otherwise super happy with the direction they're taking. They're cutting it close with Model 3 : Unveil March 31 st and production late 2017...

I got a PDF.

Anyway, in a nutshell:

2016 FY: 80-90K Units with higher ASP's expected due to Model X
Gross Margin Targets for S 30% by EOY and 25% for X
Model 3 Reveal March 31st
Capex spend will not require a capital raise at unfavorable terms
Autopilot will continue to get better
Gigafactory is making Tesla energy products that are already + gross margin and will only improve
Model S demand is still robust
Model X reservations +75% YOY for a car that has seldom been seen

 

[JRP3]

They're cutting it close with Model 3 : Unveil March 31 st and production late 2017...

Did you ever expect anything else? Production can start Dec 31st :wink:

 

[Wenche]

http://files.shareholder.com/downlo...3C-4892824F058D/Q4_15_Tesla_Update_Letter.pdf

 

[Runarbt]

Cash Flow positive in Q4?!? Wasn't that this nebulous thing awaited somewhere around Q1/2 2016?

That was non-gaap, gaap positive in q4 is good!

 

[FluxCap]

I nabbed shares after hours at 149, I think market was pricing in capital raise, cashflow issues and lowered guidance and we got no raise needed, lots of cashflow, and bigtime 2016 guidance.

 

[ibcs]

I'm just super happy my buy at $120.01 was not executed! Everything sounds great and can't wait to listen to the call for details.

 

[yngwie_2012]

headlines saying big loss. can someone explain?

 

[30seconds]

That was non-gaap, gaap positive in q4 is good!

cashflow is cashflow, gaap / non-gaap doesn't really matter

 

[dalalsid]

Even during this initial product launch, Tesla Energy achieved positive gross margin for the quarter.

 

[aznt1217]

These headlines are savage.

 

[jesselivenomore]

We plan to fund about $1.5 billion in capital expenditures without accessingany outside capital other than our existing sources that support our leasing and finished goods inventory

Just bought some after reading that.

 

[hockeythug]

Did Tesla invent a new cash flow section? "Cash flow from core operations"

 

[NJ Plugin]

Whew.....what HUGE relief.

 

[tlo]

"We anticipate approaching a Model X production rate of 1,000 vehicles a week in Q2."

Model X production will be non-issue by Q2.