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

[Right_Said_Fred]

I see it on top of slide 4 as 22.5% in 4Q19. Down from 22.8% in 3Q19.

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

Thanks, overlooked that. I wonder why it went down a bit despite more S/X. Maybe more SR+ in the Model 3 mix. Or less regulatory credits. Anyway, it’s just noise. Margins are great and I’m sure they will improve more as we get S/X Plaid, Model Y and Chinese Model 3 with lower build costs.

 

[neezer]

Wait, they changed the order page for the Model 3 performance too, the optional P package if not chosen, gives no discount?

 

[JRD1]

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.

Now only a $100 non-refundable order fee instead of $2500 deposit if I'm remembering that correctly.

 

[juanmedina]

642

 

[berryja]

645 AH Wow!

 

[Fact Checking]

Screenshot from Page 7. It's not 500k deliveries total...annualized capacity is going to be...760k.

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

View attachment 505698

Wow, let me repeat that, Tesla just guided for production capacity of 740,000 cars/year in 2020 - an about +75% increase over their 2019 capacity.

 

[T@oo]

647

 

[Dare]

Afterburner . Unbelievable

 

[Duffer]

Everyone that sold today because they got scared, say so now. If earnings are not good, and the SP falls, don't jump on here this evening or tomorrow saying you sold. Say it now, or it didn't happen.

It was on my mind, but I reached down and checked to see if I still had a set. I did, so I held. I'm long and strong (I mean the stock!!).

Sell??? Heck no. Buy if there's a decent dip? Of course.

 

[Tslynk67]

OK, this is getting serious now - $647 and rising...

My $650's will be ITM shortly...

Whoops now $649

Sheeeet $654

 

[woodisgood]

Hehehe they really don’t want to talk about Tesla on Fast Money. Meanwhile the ticker keeps going up and up and up.

 

[RubberToe]

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

View attachment 505701

TTM = Trailing 12 month moving average.

RT

 

[SpaceCash]

Issa squeeze

 

[ggr]

Just hit the options market prediction of an 11% price move, in less than an hour of after market trading.

 

[dl003]

Ok this is a little absurd.

 

[MichaelP90DL]

Wow. LOL ... This is insane. GO TESLA!

 

[Nocturnal]

I'm glad they didn't throw out a crazy delivery target for the year this time around. I'd rather a lower target and have them beat it.

 

[Right_Said_Fred]

657.97

 

[joefee]

Options had predicted a +/- 11% move: We have more room to rise "only" up 7% at the moment!

UPDATE: TSLA now over +13% + $74 OMG!!!!!!!!!

 

[ZeApelido]

Maybe he meant $10*500?

$10^500