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Did we discuss this 13G?
Tesla Motors - Statement of Beneficial Ownership
Baillie Gifford & Co own 8.18%.
Tesla Motors - Statement of Beneficial Ownership
Baillie Gifford & Co own 8.18%.
dreamingof3
Member
Well it's a bit hard to read but line 7 is the most important IMO. they own 10.7 million shares as of 12/31/15
ev-enthusiast
Active Member
phigment
Member
RBC Capital Cuts Tesla Motors Inc (TSLA) Price Target to $180.00 - American Banking News
Looks like RBC cut PT from $240 to $180.
Zhelko Dimic
Careful bull
I agree, and would like to add handful of thoughts re FCF.
My understanding is that the only difference btw. real FCF and this net one is drawing on ABL as a temporary buffer between time car is produced and delivered to the customer, if it's customer bound.
Considering they still have no problems selling, I find this metric reasonable, and as they grow and have more cars on ships, it allows them to see state of the business better. Otherwise delivery time would mess up the picture.
It puts them on even keel with other manufacturers, as manufacturers sell to dealers, and recognize revenue immediately. Actually, I may be wrong, .but my understanding is that demos and other cars without customer name on them would not be borrowed against. That still makes them more conservative and at disadvantage compared to other car manufacturers.
But here is the real litmus test: If I were leading Tesla, which number would I rather see and measured myself against? What is the number that underpins other numbers and I can track and effect? This 'net cash flow' is a really good metric, as all noise goes away. You care about your orders, execution on them, costs, selling price. Sure you pay some attention to delivery times etc, but that's not make it or break it thing.
Welcome Jason!
flankspeed8
Member
Got a limit order in for $150 good for the day. 50-50 if it executes. Will add a small position to those shares I picked up about 165 last week. The ER eased a lot of my fears and TSLA management certainly is optimistic for the future.
FredTMC
Model S VIN #4925
We all know TSLA takes the stairs up and the elevators down as the building is being built.
dreamingof3
Member
Something is wrong with the stock. Can't hold the majority of it's gains and what doesn't help is the hate pieces by Charlie Grant at WSJ
Example-
High of day 163
Low 147
A measure of strength or weakness in a stock is how close it closes to high or low of day.
Current 151.45. Not a good sign of strength.
FredTMC
Model S VIN #4925
Won't know much until Monday until after noise from options makers settles. With the weekly options expirations these days and overall broad market weak, and not recovering, the options makers can and will probably ping TSLA to $150 tomorrow at close.
After that, on Monday and later, a lot depends on the broad markets.....and whether a sufficient number of large buyers are believing in what Elon said on the CC with a back end loaded last 6 months of ' 16 for both full positive cash flow and full year delivery targets.
If if it goes near the $120 mark I will be doubling down.
FredTMC
Model S VIN #4925
TSLA will do fine once macro recession fears subside. No appetite for growth stocks until global concerns are behind us
dc_h
Active Member
I was hoping Elon would have answered, "are you really asking a question, or just filling in your narrative". The questions were obviously meant to build a story that Tesla will run out of cash any day. WSJ and the Tribune companies seem to have an editorial policy in place for Tesla, SpaceX and anything Elon.
flankspeed8
Member
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