j6Lpi429@3j
Closed
so... Q1 results bloodbath out of the way..... the bond repayment out of the way.... $35k model achieved, Model Y announced, SEC argument over... Time to start looking on the upside?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Doggydogworld
Active Member
They always have cars in transit. They hopefully have a lot more than 10,600 in transit right now.
If they really get rid of the wave and ship to all regions steadily they will average around 20k cars in transit. With the wave approach they approached 40k in early March. So far this month's ship loading pattern looks a lot like January, so in transit has been growing. We should see a change in pattern within a few weeks.
Leaf blower is not a Tesla product, it will be a new Blowing company, so that's ok.
The list is terrible, but better to move on, there are far more important things to do. If I were Elon, just write an interface, all the tweets go through a check in real time before being published, so I don't have to constantly worry about that huge bullet list. I hope in the future we get a documentary movie on this.
JRP3
Hyperactive Member
No need to be rude. I added few shares in $5-10 steps in the last few days. $251 is a lot better than my asp $350, so not much to regret. Hindsight and all that.
FSD computer installed in all new cars, S/X refresh done with substantial performance increase and reduced production cost, Insurance product coming. Now if only he would release advanced summon so we could get some FSD perks to show those who have not been in the car!
JRP3
Hyperactive Member
Plus it fits into the clean energy product line.
Or we are looking at it incorrectly. This is what happens when 50% of all cars delivered during the last ten days of the quarter. Comes April 1st, Tesla deliveres are most likely still in crazy hell mode.
So he said if we count Tesla in(which really failed at delivering their max potential), the entire EV market dropped 5% but if Tesla is NOT counted, then the market dropped 24%. This tells me that a bunch of people bought the model 3s and couldn't get it delivered prior to quarter end. And these people who are twiddling their thumb DIDN"T buy the other brand, hence the massive drop off. So we can't really conclude anything from what they said because Tesla had a big ass bottleneck which muddled the real numbers.
I don't think he won exactly. Elon's argument was that his numbers were covered in a conference call which isn't exactly a written communication.
Doesn't really matter who won. At least there is zero ambiguity now and both parties can move on.
Fully self blowing. (ducks)
Carl Raymond
Active Member
I guess we will see more retweeting and replies in future. If Musk were to tweet “China GF smashes construction record”, the SEC might get antsy, but this says the same in a safe manner.
Good on you. Please do PM me when you feel compelled to get back in.
I used to a permalong in a totally different type of investment. It cost me everything years ago and yet I still feel it would have paid off before my retirement age. Markets just just not designed to make retail investors get into something random and make a life fo themselves. Even the best long horizon asset is cyclical. If the horse can ride across an ocean floor, it doesn't mean you need to be on it for it.
JRP3
Hyperactive Member
It does matter, Elon was facing some sort of punishment . He received none. Elon won.
bdy0627
Active Member
Yep, the gauntlet has been thrown down. Musk clearly needs to come through on his guidance of a minimum of 90k cars delivered for Q2. He has to hit that. That actually seems pretty high to me, well above my estimates, but it is what Musk has told the market to expect as a minimum.
With Elon indicating that April is showing a record number of deliveries for the first month of any quarter, that means it would beat October 2018, which had 20,325 total deliveries, according to the InsideEVs scorecard. There were 10,600 cars in transit from Q1 plus about 16k in total car inventory as we exited Q1. Beating 20,325 for April looks very doable actually. I could see the 3 months looking something like this: 25k, 30k, 35k. They actually did 25,250 model 3 alone in December 2018. However, it seems to me it will be difficult to hit 90k for Q2 while at the same time shifting to continuous global sales. If they do that then we would not expect the big surge near the end of the quarter, so they would need to have relatively higher numbers for the first couple of months.
Monthly Plug-In EV Sales Scorecard
It's kind of another Elonism of course, just this time not really stock price sensitive. Most floor and roof space added to a single unified building over the course of a given time period? I'd believe that. Say, they manage to build roof floor and walls to withstand typical Shanghai weather, covering 0.2 km² over say 12 months from placing the order, that's up there already probably. Although surely some smaller projects were done quicker.
Anstandswauwau
Member
Eh, the penalty was "shrouding TSLA in uncertainty", which significantly contributed to the free-falling SP in the past couple of weeks.
Hard to put numbers on indirect damage, but this stunt certainly wasn't cheap.
he did get a punishment. More scrutiny on his communications. Not exactly great for someone who basically says whatever comes to his mind on twitter.
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