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

[SoGA Fan Club]

$652!!!!!

 

[EVNow]

Increase of $990.

SP ?

 

[Webeevdrivers]

In the letter it specifically stated the AWD range is increasing to 315 from 280. They haven't updated the website yet.

Maybe possible range increases coming for model 3 as well??? Different batteries???

 

[Fobble]

Oh *sugar*, SP is 654 (+74) after hour. I am going to get heart attack ...

 

[JustSaying]

I noticed the financials slides were all marked "Unaudited". Expect the shorts to run with that.

You can be sure that any significant subjective component of earnings was run by the auditors prior to release. The last thing Tesla wants at juncture is a walk back

 

[Cherry Wine]

Wow, let me repeat that, Tesla just guided for production capacity of 760,000 cars/year in 2020 - a +80% increase over their 2019 capacity.

I'm seeing 740,000. 500k + 90k + 150k = 740k.

 

[WarpedOne]

You wanted a taste of a squeeze?
There you have it.

I'd love to be a fly on the ceiling of naked short sellers ...

 

[Quesder]

I hate myself for not buying more at $500
But I really doubt that Tesla can product 760,000 car in 2020, considering the New Corona Virus situation. They might end up lose a quarter of productivity in GF3

 

[Bet TSLA]

Tesla options are so damn expensive right now, so I just went for shares. At least, they don't expire if things go badly tonight.

Hmm I derisked a bit before the end of regular trading. Bought back 30 Jan 31 660 puts, then sold 40 Feb 7 590 puts. I suspect that given the pop I'll make less on the position, but it's much safer (make money at anything over $553, plus have an extra week).

 

[JustSaying]

Did anyone calculate the margins on the cars? They used to publish them in the report but I can’t find them in the new setup.

CNBC says 22.5 for the quarter

 

[Mkorpal]

Just wait until Elon starts dropping some crazy news during the CC. If he delivers on his promise for a 5 year outlook, well, look out.

 

[juanmedina]

What's the plan for tomorrow?

 

[JBRR]

#TSLAQ

 

[ZeApelido]

What's the plan for tomorrow?

Watch the stock price graph go to the right and up past some 800 number.

 

[j6Lpi429@3j]

What's the plan for tomorrow?

shopping with our winnings

 

[gene]

SP ?

Model y price.

 

[woodisgood]

Fast Money Host: Can you guess what Tesla is trading at right now? We'll talk about it after the break but just guess."

Tim Seymour: 601?

 

[Fact Checking]

I'm seeing 740,000. 500k + 90k + 150k = 740k.

Ninja-edited it.

 

[anthonyj]

Someone very big must’ve scooped up all the shares these past 3 months. There’s no liquidity. No one selling

 

[Cosmacelf]

And now, a break from the earnings countdown. WSJ has a video entitled, 'Three Continents and Hours and Hours of Charging. The electric vehicle road test".

Eight reporters try out different brand EVs on different continents. Their experiences: commuting around town mostly fine. Long-distance travel: range anxiety, having to turn off features (heat, A/C) to reach destination, lack of charging stations, broken or in-use public charging stations. *Finally* mention Tesla Superchargers having a better experience, but then they focus on one reporter in a Model 3 encountering a full station and then waiting for an hour to charge fully. This is in the Northeast where Superchargers are abundant. And the reporter obviously did not know how to minimize charging time in a Tesla (stop often, keep battery in the bottom of capacity to maximize charge rate).

Claims video is first of a series. If I have time, maybe it's possible to contact the editorial staff. Maybe others here can do so.

And now back to your regularly scheduled programming...

OMG. I feel like WSJ just did a comparison of Mac versus PC versus Linux by people who have never used computers before. WTF?