TSLA Market Action: 2018 Investor Roundtable

[ggr]

Elon Musk on Twitter

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I think I appeared for about 0.1s in that video.

 

[mltv]

Maybe not waiting on batteries so much

"Gross margin for energy generation and storage decreased from 29% to 8% in the three months ended March 31, 2018 as compared to the three months ended March 31, 2017 . Energy storage revenue as a percentage of energy generation and storage revenue was higher for the three months ended March 31, 2018 as compared to the three months ended March 31, 2017, resulting in lower gross margin as we had negative margins for energy storage due to manufacturing under-utilization and one-time costs."

In Tesla Q1 Financial Result Letter:
"In Q1, energy storage deployments grew 161% from Q4 2017 to 373 MWh, which includes the 129 MWh South Australia project that was installed last year with final commercial transfer occurring in Q1. Electric utilities and power producers around the globe are increasingly appreciating the value proposition of our Powerpack storage systems based not only on economic benefits but also on the operational benefits of faster response time and greater reliability of the electric grid. In addition, we deployed a record number of residential Powerwall systems in Q1. In spite of the significant growth of Powerwall deliveries, our backlog in Q1 continued to grow. "

 

[SteveG3]

I think I appeared for about 0.1s in that video.

Roadster test drive or that bit of the "all hands [on deck]" montage showing TMC mods furiously scouring FUD barnacles?

 

[kingjamez]

Anybody think the mini-reveal of Y will pop the fuds balloons tomorrow?

 

[madodel]

Anybody think the mini-reveal of Y will pop the fuds balloons tomorrow?

Is that a Falcon Wing door on that sucker? Are they really going there again?

 

[JRP3]

Anybody think the mini-reveal of Y will pop the fuds balloons tomorrow?

Don't see how. Elon has already pushed the time period out.

 

[UnknownSoldier]

I’m pleased to see that TT007 got his mojo bsck...

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Are we suddenly forgetting that he claimed he lost 90% of whatever it is he put into TSLA when he got margin called?

Don't be like this guy. Please.

 

[phil0909]

All of these comments sounds like Elon Musk will be in manufacture hell for the next decade. Customers are still waiting for their cars, trucks, batteries, solar roof. The only thing he has in stock is probably solar panels.

Tesla still purchases their solar panels from manufacturers, don't they? Presumably there's no profit for Tesla on panels/roofs until they get that Buffalo factory producing something.

 

[mltv]

Tesla still purchases their solar panels from manufacturers, don't they? Presumably there's no profit for Tesla on panels/roofs until they get that Buffalo factory producing something.

I believe they are still getting solar panel some somewhere else. Seem like all only want to manufacture premium panels and solar roofs. Which to me seem logical, since the margin for solar panel are very thin. Solar-city is more specialized on installations. Taking on the premium market and installation or building a ecosystem of home-auto relationship is much important than manufacture panels. Which is more important - best at manufacture solar panel, or add the battery and power managing app into the home.

 

[defc0n]

Anybody think the mini-reveal of Y will pop the fuds balloons tomorrow?

Why tomorrow?

 

[ls7corvete]

Are we suddenly forgetting that he claimed he lost 90% of whatever it is he put into TSLA when he got margin called?

Don't be like this guy. Please.

He claims that was just a test.

 

[skitown]

Is that a Falcon Wing door on that sucker? Are they really going there again?

Looked very much like a normal rear door open just a bit to me - as if they were showing that it specifically does not have Falcon Wing Doors. We shall see....

 

[ggr]

Roadster test drive or that bit of the "all hands [on deck]" montage showing TMC mods furiously scouring FUD barnacles?

Test drive. I'd need a still to be sure. Don't know how to do that.

 

[SteveG3]

Test drive. I'd need a still to be sure. Don't know how to do that.

On YouTube, hit pause, then use the "comma" button on your keyboard to go back slowly (I think one frame at a time), or the "period" button to go forward slowly.

 

[oneday]

Option_Sniper bought May 11 calls as ER lotto. IMO if the financials are really bad, the stock could dip for a couple of days, and may not recover by May 4. Waiting an additional week to allow calmer analysis of long term #s to filter into the market may be a safer bet.

This was a very helpful post. Thank you!

 

[Causalien]

He claims that was just a test.

Test for what?

Whether or not margins are scary?

 

[MP3Mike]

Test for what?

Whether or not margins are scary?

For who his friends were. (At least that is what I recall he said.)

 

[bambam4171]

For who his friends were. (At least that is what I recall he said.)

Expensive way of testing that. I bet I could come up with a much cheaper way.

 

[MP3Mike]

Expensive way of testing that. I bet I could come up with a much cheaper way.

I don't think it really happened. That's the point, he said it as a test. (Yes he had margin calls but he didn't lose 90% of his investment.)

 

[Tslynk67]

By "mojo" you mean manic delusional tweets? Why would you be pleased to see that? Dude needs serious help.

Because I appreciate his enthusiasm. I wouldn't call them "delusional", if M3 ramp had gone according to plan then much of what he said may actually have come to pass. So not delusional, just on the upper-end of optimistic.

Are we suddenly forgetting that he claimed he lost 90% of whatever it is he put into TSLA when he got margin called?

Don't be like this guy. Please.

It's not for any of us here to advise anyone else how to invest. Neither is anyone here responsible for how anyone else invests.

Given slightly different parameters, the SP could have easily gone past 400 last year and TT007 would have been called a "visionary". Easy to criticise in hindsight.