Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[goinfraftw]

Screenshot from Page 7. It's not 500k deliveries total...annualized capacity is going to be...740k.

https://ir.tesla.com/static-files/b3cf7f5e-546a-4a65-9888-c928b914b529

 

[SageBrush]

Can someone in the know explain this chart please, and add some context

 

[BenPrice]

Gonna get squeezy tomorrow I believe.

 

[Mkorpal]

I really liked to see a softening on negative margins for services and other. I expect it to eventually reach breakeven or perhaps become profitable. Nice to see a step in that direction.

 

[ZeApelido]

Increase of $990.

Share price?!

 

[Mkorpal]

Price just shot up again. Nice.

 

[sparcs]

Increase of $990.

They are also including 19" Gemini Wheels by default on the AWD Model Y. 18" used to be the default option which has been removed completely.

There is also some other wheels listed under performance as an option "21’ Überturbine Wheels"
Not sure if these were there before.

 

[thait84]

Price just shot up again. Nice.

$630!

 

[ninpb]

it also says at the bottom of the Model Y page "First deliveries begin in March 2020"

Checked to see if that range increase made it to model 3 order page. It didn't

 

[woodisgood]

wow over 630 now. Super squeezy tomorrow.

 

[EVNow]

My argument for 10k/wk for 3+Y in Fremont is simple.
- Fremont will supply only to non-China, non-EU once GF3/4 are operating
- The demand for 3+Y that Fremont needs to satisfy is about 10k/wk. Currently 3 sells about 4k/wk in non-China, non-EU.
- So, its not smart to expand capacity in Fremont given the complexity involved instead of just adding capacity in China/EU.

@Fact Checking , @FrankSG

This is from the Q4 letter. It seems to support the view that 10k/wk is what they can get to for 3+Y.

Model 3/ Model Y installed capacity in Fremont will extend to 500,000 by mid-2020​

 

[green48]

Tesla's energy storage business is on a roll!

Energy storage revenues resemble Tesla's auto revenues in 2013.

Kevin Rooke on Twitter

 

[Nocturnal]

Hi guize, did I miss anything cool?

 

[neezer]

315 miles on the web site. And $52,990!

WOW! And it has the new pretty aero wheels too

Man, GOOD LUCK to the competition!

"Yes honey, so I think we've decided. We will go with the Audi E-Tron over the Model Y. Because it's $75K base price and 201 miles, versus $53 and 315 miles. Aren't you glad you married me, I am wise AF!"

 

[defc0n]

But Adam Jonas told me TSLA is $10 - $500 stock?

 

[DrMazeppa]

And we are still in January...

 

[lklundin]

My 31/1 640$ calls just went ITM...

 

[Mkorpal]

TBH, I'm actually surprised at the stock action. I thought for sure they'd use the EPS as a negative and ignore all the good stuff in the report.

 

[ByeByeJohnny]

Hi guize, did I miss anything cool?

Yeah, mandatory for everyone to take rest of the week of work

edit: assuming you're still working of course.

 

[Zaxxon]

But Adam Jonas told me TSLA is $10 - $500 stock?

Maybe he meant $10*500?