IIRC, that's production, not deliveries.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Unlimited upside for $TSLA confirmed
'At These Prices, I'll Take Ford Over Tesla Any Day': Jim Cramer Says There's 67% Upside And 'Minimal' Downside To The Detroit-Based Automaker
In the automotive world, Tesla Inc. (NASDAQ:TSLA) is a market darling. After surging 137% year to date, the electric vehicle (EV) maker has a market cap of over $800 billion — more than 13 times that of Ford Motor Co. (NYSE:F). But according to CNBC's Jim Cramer, you'd be missing out if you...finance.yahoo.com
This may be the best news I've heard all week.'At These Prices, I'll Take Ford Over Tesla Any Day': Jim Cramer Says There's 67% Upside And 'Minimal' Downside To The Detroit-Based Automaker
In the automotive world, Tesla Inc. (NASDAQ:TSLA) is a market darling. After surging 137% year to date, the electric vehicle (EV) maker has a market cap of over $800 billion — more than 13 times that of Ford Motor Co. (NYSE:F). But according to CNBC's Jim Cramer, you'd be missing out if you...
I just ordered Tesla Solar + Powerwall and it was uncool that they require an electricity bill in a home I haven't lived in it before getting to site inspection. I WANT IT NOW DANGIT!
Krugerrand
Meow
Demand problem. Margins decimated. Tesla bankruptcy imminent. 383,000 deliveries.Serious investment question: What is the sentiment here for P/D numbers this weekend
You must work for the firm named GIR: Gordo and Irwin Research.
Drumheller
Active Member
Production: 469,000
Deliveries: 420,000
Deliveries: 420,000
MartinAustin
Active Member
Autoline Daily are effusive about Tesla Q2 deliveries -
2daMoon
Mostly Harmless
Okay, I want to review this quarterly game of guesses, just to make sure I understand the rules.
- A Consensus will be determined by many of the same analysts who cannot ever seem to understand anything about Tesla
- The "consensus" may or may not have anything to do with actual Tesla projections, actual Tesla production, or any salient facts at all
- After Tesla reveals the facts, which usually align with their annual projections, the analysts will judge Tesla against their own guesses
- If the guesses are higher than the actual facts, Tesla is determined to have "missed" (as opposed to what really happened, the analysts missed)
- If the guesses are lower than the actual facts, Tesla is determined to have "beat" (presumably, this means Tesla beat the analysts)
- Though the beatings continue intermittently it has been repeatedly demonstrated how, despite the frequency of the beatings, the analysts' abilities are unlikely to improve. Though the morale of the HODLers usually does improve post-analyst-shellacking.
Please let me know if I may have "missed" anything here.
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dhanson865
Well-Known Member
Google charts for TSLA are broken, the 6m and YTD charts are the same.
Happy middle of the year y'all.
Happy middle of the year y'all.
Sorry about that. I only care about production. Forgot that Wall Street don't.
Those guys are usually on the high side with delivery estimates…that way they can spin the actuals as a miss.
Drumheller
Active Member
Also the guesses will suddenly increase today, tomorrow, or even 5 minutes after Tesla releases the numbers. That way it can be assured that Tesla missed estimates.
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Knightshade
Well-Known Member
Hoping for a surprise to the upside
@Troy just updated his estimate, is now expecting a beat of analyst numbers. Let´s not restart the discussion about whether it makes sense to continuously update estimates. You can give this post a funny rating instead, ok ?!
I have the feeling it could in fact be a beat, some good news lately: record number of ships to Australia, Turkey booked out until end of year, UK just got a ship with 4000 cars less than a week ago, US inventory dropped. Good China numbers, too.
?!I have the feeling it could in fact be a beat, some good news lately: record number of ships to Australia, Turkey booked out until end of year, UK just got a ship with 4000 cars less than a week ago, US inventory dropped. Good China numbers, too.
It's prob not gonna matter..WS loves to come up with the "no demand, price cut, IRA, no advantage, Elon Bad, factories not producing up to stated capacity, market share shrinking, competition eating Tesla" rhetoric that will push $TSLA down...hoping Im wrong this time but we shall see.@Troy just updated his estimate, is now expecting a beat of analyst numbers. Let´s not restart the discussion about whether it makes sense to continuously update estimates. You can give this post a funny rating instead, ok
I have the feeling it could in fact be a beat, some good news lately: record number of ships to Australia, Turkey booked out until end of year, UK just got a ship with 4000 cars less than a week ago, US inventory dropped. Good China numbers, too.
UkNorthampton
TSLA - 12+ startups in 1
I'm going for Production of 485,000, no estimate for Delivery. Seems to me there are plenty of cars on ships that will be delivered in July. I'm hoping for any number that is commonly rounded up to "nearly half a million"
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