Short-Term TSLA Price Movements - 2016

[xhawk101]

Up 11% ah

 

[aznt1217]

That's what I was thinking. So this metric is just adding the leasing revenue to cash from operations?

Not even, it's used in the overall cash flow calculation, but they are just emphasizing it's from the core business and not one time things or ZEV credits, etc.

 

[FredTMC]

I didn't spot any negatives yet. Anyone?

It's a great report.

Big negative EPS for Q4 on these one-time items. Fortunately guidance is what really matters and CapEx / FCF

AGAIN, Congrats to ALL the Longs. Let the shorts get Squeezed. Please.

 

[Drax7]

Can't remember who, but for the person complaining about no Supercharger installations yet -

This board is littered with misinformation

 

[30seconds]

$1B in deferred revenues is interesting. looks to be mainly for lease and resale guarantee.

 

[Johan]

Man, I wish we had short interest figures as of today somehow available. Anyone with access to this, please report the cost of borrowing shares for shorting tomorrow from your broker, as an indicator...

 

[tlo]

Miss on Q4 non-GAAP revenue and EPS led to initial selling.

Excellent guidance far outweighs that though.

Non-GAAP EPS (87c), consensus was 8c. Why such a large discrepancy?

 

[The Blue Owl]

Big negative EPS for Q4 on these one-time items. Fortunately guidance is what really matters and CapEx / FCF

Right, I meant other than that (the headlines are screaming it).

Another tidbit: Tesla Energy achieved positive gross margin for the quarter.

 

[hershey101]

So much good stuff in this letter... Whew.

I did get some AH @ $140. The initial trades @ 130-135 threw me off, I had to double check what I was reading. Then got in @ $140. Should have bought more.

Who is up for a Google Hangout tonight?

I'm in for a Google hangout as long as it's not just TSLA fanboys saying how awesome the company is... We need more levelheaded people on these fourms, not just posts of Elon raising a champaine bottle.

 

[dmunjal]

"we continue to see no perceptible impact to our order growth from the change in the price of gasoline as our order rates have continued to increase even as the price of gasoline has fallen"

In your face, macro bs.

Can we let Julian back in the sandbox now?

The macro BS was more than just oil. It was about the end of cheap money which could hurt the high flyers the most.

I think the the cash flow positive comment went a long way to minimize that fear.

 

[Papafox]

Big negative EPS for Q4 on these one-time items. Fortunately guidance is what really matters and CapEx / FCF

FredTMC, a big salute to you for calling two controversial ERs correctly as positive. I'd go into battle with you any day.

 

[Bgarret]

Everyone. Meet the new CFO from Google ...nice report for the first time out of the gate. Welcome to TESLA Jason Wheeler.

 

[mmd]

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

Yes, funny. Q3'15 had 'free cash flow'; now they invented some new terms Also, didn't mention much about Model X deliveries or Tesla energy revenue, which is slightly worrisome for me.
But I don't care if my calls will be in green tomorrow

 

[hershey101]

This AH movement shows just how pent up demand for TSLA was... As much as my portfolio doesn't like it, I'm still thinking $150-$180 is fair price for TSLA, and anything above that is just too high.

 

[FluxCap]

Just bought some after reading that.

Me too. Huge.

 

[larmor]

Right, I meant other than that (the headlines are screaming it).

Another tidbit: Tesla Energy achieved positive gross margin for the quarter.

Because selling batteries is far easier and can save the buyer money....

 

[aznt1217]

Guys, it's not over yet... let's save the parties for later and digest this

 

[Newb]

Great Q4 letter! Re-affirming that Tesla is still on track, despite the not-so-smooth X ramp! 80-90k guidance is awesome... I thought, they might guide for 70-80k and hit ~70k. +13% in AH for now

 

[hobbes]

After Hours: $164.00 +20.33(14.15%)

Congrats to all the longs who had the guts to hold on!

 

[hershey101]

Yes, funny. Q3'15 had 'free cash flow'; now they invented some new terms Also, didn't mention much about Model X deliveries or Tesla energy revenue, which is slightly worrisome for me.
But I don't care if my calls will be in green tomorrow

That "cash flow from core ops" is complete nonesense trying to game the headlines... Also what is ABL credit?