Mega Thread for Tesla Investors

Discussion in 'Tesla' started by TeslaInvestors, Sep 2, 2018.

  1. TeslaInvestors

    TeslaInvestors Active Member

    Yeah, I thought insideevs had a similar article. But couldn't find it yesterday. Looks like IEV deleted that too.

    I didn't hear the recode interview. Too long and too nerdy for my taste. :) But I saw few clips of the ABC 60 minutes interview.
    But that was BEFORE the SEC agreement took effect. If I'm right, company had 45 days to implement the agreement.
    That deadline was last Friday, when Tesla announced the 2 new directors.

    Anyhow, it's at least better than leaving things uncorrected, like the $420 take private lie.
    I wish, the tweet team (or twitter) will also notify followers when a tweet is deleted. Otherwise, just deleting the tweet in a sneaky manner (as yesterday) doesn't inform his followers that he misinformed them earlier :) That is also kind of cheating.
    It's like, I swear at you guys in the most foul manner possible, then after 4 hours (my edit window), I just delete those :) Only sneaky ******* do such things.
    Elon, you can do better. When you eat a crow (or your tweet team pushes it down your throat), please also retweet the correction, that you deleted it because it was wrong. Just quietly deleting the tweets doesn't cut it.

    In the meantime, the Bloomberg author is making a victory lap! I think, he deserves it. I suppose, if I read any of those prior articles, I might have found that error too. But I'm too busy nowadays to read full articles. :) Yet, I feel obligated to come here, keep this thread alive and enlighten you readers with truths; sometimes the unpleasant ones!
    Last edited: Jan 4, 2019
  2. bwilson4web

    bwilson4web Well-Known Member Subscriber

    It does help as a Kline bottle of Tesla FUD. You're not spending enough time since you've missed this gem:

    Johnson has an $88 year-end price target on the stock, which means he believes the automaker will lose 70 percent of its value in the coming year. For perspective, the average analyst price target for the stock is $334, according to FactSet.

    "If you take the Q3 numbers and you annualize them, I think Q3 is going to be the high-water mark for Tesla. I don't think they're ever going to reach that level of earnings again," he said Thursday on CNBC's "Trading Nation." "If you look at what the stock's trading at, you're talking about like you know near a 100 times multiple on those earnings, and the company is clearly not growing at that level."

    Well gosh darn. The rest of his analysis is a lot of short-speculation and thin on any empirical data. In contrast:

    When asked for comment, a Tesla spokesperson referred CNBC to the company's recent production update. In that deliveries and production release, Tesla said opportunities to expand Model 3 sales exist in international markets, including Europe and China, while deliveries in 2018 totaled more than in any of its previous years combined. The company also said it had nearly tripled its delivery run rate last year.

    Bob Wilson
  3. Pushmi-Pullyu

    Pushmi-Pullyu Well-Known Member

    Wrong as usual, Mr. Pravduh. Let me quote part of a transcript from that interview:

    * * * * *

    ELON MUSK: Well, I tweet interesting things pretty much as they come to me, and probably with not much of a filter.

    KARA SWISHER: And why?

    EM: I find it entertaining. I think, “Oh, other people might find this entertaining.” Sometimes they do.

    KS: And sometimes ...

    EM: Yeah. It’s pretty random.

    KS: Just at night? What are you, at home you’re doing this?

    EM: Yeah. Mostly at home. I spend a lot less time on Twitter than people probably think. It’s like maybe 10-15 minutes or something.

    KS: Yeah, well people pay attention when you do that.

    EM: Yeah. It’s pretty interesting what my most ... What people are most interested in, like some little tweet about “I love anime.” That was it. But it was lowercase “i”, black heart, “anime,” and people loved that. That was like one of my most popular tweets.

    KS: What about the things they didn’t love? Are you under strict orders not to do that? Is that correct? Will you be? Will you have to change your Twitter behavior?

    EM: Not really.

    KS: Under the recent settlement, you don’t have to be careful about what you tweet? If it’s anime, that’s one thing.

    EM: Mm-hmm.

    KS: But if it’s just business you can’t.

    EM: No, I think it’s mostly just if it’s something that might cause a substantial movement in the stock during trading hours. That’s about it.

    KS: That’s about it. So you can’t do that.

    EM: Without somebody getting mad, no.

    * * * * *

    "Truths"? :rolleyes: Part of the process of someone forcing himself to become a serial Tesla basher is, pretty clearly and pretty universally, ceasing to care about any difference whatsoever between truths and falsehoods, or even making any attempt to differentiate one from the other.

    Last edited: Jan 5, 2019
  4. bwilson4web

    bwilson4web Well-Known Member Subscriber

    I don't think he realizes that "Mega" is actually "Mega[-fantasies]".

    Bob Wilson
  5. TeslaInvestors

    TeslaInvestors Active Member

    Oh, what a scam! The genius rocket scientist can't deliver a single car, even after his million fanboys and gals tweeted the high profile youtuber's saga to him to suppress that bad news quickly. What a shame. ;)

    No worries! A single tweet or just an OTA update will solve these systemic issues in no time.
    Last edited: Jan 8, 2019
  6. Pushmi-Pullyu

    Pushmi-Pullyu Well-Known Member

    After delivering 245,240 cars in 2018, 142% more than in 2017, Tesla now can't deliver a single car?

    I shall run out and sell all my Tesla stock tomorrow!

    Oh, wait... I don't own any.
  7. bwilson4web

    bwilson4web Well-Known Member Subscriber

    Shuuuushhhh! I'm buying and want a lower price.

    Come on @TeslaInvestors, that was kinda lame. Can't you find something worse?

    Bob Wilson
  8. Pushmi-Pullyu

    Pushmi-Pullyu Well-Known Member

    Gosh, yes. I'm sure I could go over to Reeking Alpha and find at least ten bits of anti-Tesla FUD that's more outrageously negative than that, posted just today.

    Is your interest in serial Tesla bashing flagging, TeslaInvestors? C'mon, you are this forum's last remaining hardcore anti-Tesla pravduh dispenser. It's up to you to keep the pot stirred! Put in a bit more effort, hmmmm?
  9. Pushmi-Pullyu

    Pushmi-Pullyu Well-Known Member

    A new round of recycled Tesla bashing today:

    From CNBC: "Tesla cuts 7% of its workforce, and Elon Musk sees a 'very difficult' road ahead"

    Haven't we seen this movie before? As I recall, it has had a happy ending every time, despite multiple remakes.

    Oh, sorry. In the spirit of this thread, let me channel a Tesla bashing short-seller:

    The sky is falling! Tesla is headed for disaster! Panic and sell your TSLA stock at fire-sale prices today!

    It gets very, very tiresome seeing perfectly normal business practices, such as cutting up to 10% of a workforce every year, as somehow "bad" or alarming when Tesla does exactly the same thing. And Elon talked at some length about how difficult it is to run Tesla during an in-depth interview on the "Recode Decode" postcast, a few weeks back. So this is nothing new, either.

    But facts and reality clearly are not gonna stop the flood of anti-Tesla FUD coming from CNBC and other Tesla-hater pravduh dispensers.
  10. bwilson4web

    bwilson4web Well-Known Member Subscriber

    Snagged more TSLA shares at $320 and some KL at my buy price. I've got to wait until later today but I think there are some 'loose change' to apply either COB or early Tuesday.

    Bob Wilson
  11. TeslaInvestors

    TeslaInvestors Active Member

    Perfectly normal for a "growth" company to keep laying off 10% of workers every so often!
    I look at the bright side though.
    90% * 90% * 90% * ... will never be zero! Only the family & friends board of directors and Elo will still be left intact. :)
    bwilson4web likes this.
  12. Pushmi-Pullyu

    Pushmi-Pullyu Well-Known Member

    I don't know from personal knowledge, but others commenting on this subject have said it's perfectly normal for a manufacturing company that increased its work force by ~40% during a year, to lay off the least productive 9% at the beginning of the next year.

    But of course, you're not gonna let actual facts interfere with your Tesla bashing, are you "TeslaInvestors"? You never do!

  13. bwilson4web

    bwilson4web Well-Known Member Subscriber

    As long as the margins are positive, quantities multiply the effect.

    We'll have the Q4-2018 metrics Jan 30, 2019.

    Bob Wilson
  14. Domenick

    Domenick Administrator Staff Member

  15. Pushmi-Pullyu

    Pushmi-Pullyu Well-Known Member

    That's interesting. Based on discussion in comments to IEVs article, I had gotten the impression that the "word on the street" was that Tesla would either make either a narrow profit or a narrow loss for the quarter. I was pleasantly surprised to see, from today's IEVs news article, that Tesla posted a healthy profit for the quarter.

    So much for the Tesla basher arguments that Tesla only managed to pull off a single (Q3) profitable quarter last year by robbing Peter to pay Paul!

    Keep Going Tesla!
    Last edited: Jan 30, 2019
  16. bwilson4web

    bwilson4web Well-Known Member Subscriber

    I first read the letter and financials and then decided I may be able to pickup more TSLA at a discounted $277 from $285. I read it from the point of view of a 'skeptic', someone who wants to believe TSLA is headed for the toilet. I'm trolling for panic sellers reacting to shallow statements spread by the usual financial '***-o-lists'.

    The reason of avoiding a modulo, $5 price, is I've noticed a lot of activity that hovers between the modulo $5 values. Yes, 3/5, ~60% of the prices will be between these two values but it looked liked modulo $5 was 'repellant.' Of course in any purely random activity, superstitions can easily be formed in our species.

    I'll write up a more detailed analysis the Q4 report later. There is one paragraph that would have more 'red editor' marks than black and white.

    Bob Wilson
  17. Pushmi-Pullyu

    Pushmi-Pullyu Well-Known Member

    Tesla's imminent financial collapse, perpetually predicted by hardcore serial Tesla bashers (Hello, TeslaInvestors!), has been a mere 3 to 6 months away for more than 10 years now. :D

    “The reports of my death are greatly exaggerated.” -- Mark Twain
    Last edited: Jan 31, 2019
    bwilson4web likes this.
  18. TeslaInvestors

    TeslaInvestors Active Member

    Tesla Job Cuts Include More Than 1,000 Workers in California
    Exponential growth = Same rate as in Q4 of 2018. But it is still "ramping up" to 5k/week in 2019 from 5k/week at end of June 2018. :)
    Last edited: Jan 31, 2019
  19. Pushmi-Pullyu

    Pushmi-Pullyu Well-Known Member

    I'm too lazy to look up the numbers, but are you possibly confusing ramping up to 5k/ week for the total output of the Fremont assembly plant with 5k/ week of the Model 3 alone?

    At any rate, it's not really important as it relates to Tesla as an ongoing business concern. Tesla has about maxed out the number of cars it can produce at the Fremont plant, and is now rushing the new Shanghai Gigafactory toward completion and planning to install auto assembly lines at Gigafactory 1 in Fremont, all in an effort to ramp up supply closer to actual demand.

    Having more demand than you can possibly satisfy is a very enviable position for a business to have! None of your nit-picking about details can possibly alter that, TeslaInvestors. You've fallen from being an ankle-biter to a mere nit-picker.
  20. Domenick

    Domenick Administrator Staff Member

    Here's a video going over all the financial results from the quarter along with the call.
    Interesting that host Galileo, who is very bullish on Tesla underestimated how well the company would do. He does make, I think, a compelling case for future growth, pointing out how revenues are rising but expenses are staying low.


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