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

[Cosmacelf]

Good grief they changed the semi article again.

Now "by the second half of 2020 -- perhaps as early as the end of the second quarter"

https://www.bizjournals.com/washing...-buys-gainesville-property-for-expansion.html

View attachment 505767

How odd. Here's what the journalist wrote to me in an email:

"He [trucking CEO] just called back to confirm latter part of Q2, and he spoke with a Tesla rep today."

I think an editor is missing up his articles, frankly. The CC pretty much indicated no semi until later this year.

OH WAIT: I just read what I just wrote. He really is confirming Q2. Huh.

 

[WarpedOne]

mmmm the fragrance of fried shorts, they might get overdone but i don't mind ... make them black and crispy...

 

[Right_Said_Fred]

Zach is definitely calming the waters. Elon sound like he's about to bitch slap someone.

There were some pretty 'boneheaded' questions from the analysts and Elon was definitely getting irritated. But he held back and didn't lash out. And Zack was absolutely helpful in that regard. Good to have him on the calls.

 

[SMAlset]

Thanks Cosmacelf (and some others) for doing the running discussion. Great to look back through quickly.

 

[Singuy]

I take it that Elon saying super deep so many times means they are going to be doing some mining!

Why else would be have a boring company?

 

[Fobble]

Q: why not raise money?

A; We are spending money as fast as it makes sense as it is. So no need to raise money. We are not limited by cash. We learned during Model 3 launch in that we tried to grow too quickly, wasted money, had wasteful processes. We are now smarter. We are launching 2 vehicles now (Model Y and Model Y shanghai I presume).

What do you call a genius that is getting smarter?

 

[Fact Checking]

A: we were negative in margin from China cars in Q4. Slightly.

Wow, with just ~15 cars delivered they were almost break-even at GF3!

 

[davepsilon]

Q: Maxwell plans?

Elon: Will talk about this in April. Will blow people's minds. Actually it blows my mind. Retail investors have put together most of the puzzle pieces. The questioner ended by saying he needs to read the blogs more. Too funny.

What was weird to me is the analyst pushed again specifically on the ultracap technology and Elon said that is actually part of the puzzle. I'm confused on that piece, didn't seem like that sort of ultra high energy density made sense anywhere in the automotive space. Will have to think on this more.

 

[jdw]

What do you call a genius that is getting smarter?

An unstable genius?

 

[Unpilot]

@Cosmacelf thank you for the play by play!!

 

[StarFoxisDown!]

Hilarious how Elon's pretty much openly saying if you want to know the specs/numbers of our next-gen batteries and battery processes...…..follow the retail investors.

Seems like the only real negative to come out of this earnings and conf call is that there is a bit of a doubt about Q1 profitability. But now that Tesla is lowballing estimates so much, who know's if they're actually sandbagging that guidance as well.

 

[luckyruby]

April 20 Battery Investor Day?

 

[larmor]

Q: Maxwell plans?

Elon: Will talk about this in April. Will blow people's minds. Actually it blows my mind. Retail investors have put together most of the puzzle pieces. The questioner ended by saying he needs to read the blogs more. Too funny.

Questioner needs to drink more coffee (Maxwell house of course), the new batteries are good to the last drop....

 

[Zaxxon]

So no one retired? Sweeeeet.

Onward and upward.

 

[Highway2Heel]

We’re seeing the benefits of the Maxwell acquisition...

 

[Unpilot]

I'm Soo tempted to call in rich tomorrow!

 

[Pras]

Congrats longs! Not sure what to say more. The thing is, even 649 seems a good entry point now!

also any idea what particularly Elon indicated on retail analysts solving the battery puzzle?

 

[Right_Said_Fred]

So main take away from this call: analysts should start reading TMC. Elon implied so.

 

[Fact Checking]

How odd. Here's what the journalist wrote to me in an email:

"He [trucking CEO] just called back to confirm latter part of Q2, and he spoke with a Tesla rep today."

I think an editor is missing up his articles, frankly. The CC pretty much indicated no semi until later this year.

OH WAIT: I just read what I just wrote. He really is confirming Q2. Huh.

Under-promise, under-sell, over-deliver. Works Every. Single. Time.

Larry Ellison taught this to Elon I think. If so then that was a super contribution by Larry!

 

[Silentk]

I can't wait for Battery Day!!!

If it blows Elon's mind, it's nuke city with this poor old brain...

Neuralink is your friend