Really excited for battery day! Anyone of you taking time off to watch the live stream? 3.30am if not mistaken

Maybe. Most likely will be sound asleep, LOL.

Haha i know i can just watch the next day but there will be lods of inevitable spoilers in the news hahaha

https://ir.tesla.com/press-release/tesla-q3...tion-deliveries

Tesla Q3 2020 delivery number is out.

Matching consensus estimates.

Q4 will be interesting to see if they can get 180k to break the 500k number for the year. Growing 50% in a pandemic year will be awesome. Imagine if there was no pandemic and the economy is still chugging along.

Great to see their growth rolling in!

180k is easy for tesla in Q4 when their shanghai factory is working full time + added new extra shift. The demand for their cars remain pretty high, no shortage of demand, just a matter of delivering the cars.

S&P global rating upgraded Tesla to BB- from B+. Two levels away from investment grade.

This is nothing material to the stock as it is more to the ability of Tesla to raise capital. Tesla has been very successful in raising capital thanks to the high market cap and good use of capital for growth. It will also help in reducing interest expenditure in case the company needs access to short term capital.

My earnings prediction.

1. Will meet consensus estimates
2. Automotive gross margin in the 24% range.
3. Net operating margin in the 7% range
4. Net income should be affected by one time expenses such as Elon's compensation
5. However there should still be positive free cash flow and a positive net income of $0.30 per share. Would love to be wrong here if Tesla could show surprise in energy business.

Tesla to recall 29,193 Model X and S in China.

Possible failure or crack to suspension if undergoing a large external shock.

Source : https://www.google.com/amp/s/mobile.reuters...p/idCNL4S2HE22G

Honda is joining FCA to pay Tesla for European emissions compliance. Still not sure how much this will be. For comparison, FCA is paying about $1 billion a year to Tesla. FCA sells about 1 mill vehicles in Europe annually. Honda is about one-tenth of that. So expect around $100 million of revenue to Tesla's top line.

I added 20 more shares on Monday when the stock dipped below 400. Cost basis now about USD65/share.

Added 15 shares to TESLA yesterday. lets go boys

This post has been edited by Zenph: Nov 3 2020, 01:31 PM

Hold on to your hats. It'll be turbulent this week. Not sure what the orange man will pull out.

Tesla will be added to the S&P500 on 21 Dec 2020.

Tesla is now mainstream. Funds tracking and benchmarked to the index have to rebalance their portfolio. This will be huge. Almost $120 billion of shares have to bought by these funds by some estimates. That is more than a quarter of the current market cap.

https://www.fool.com/investing/2020/11/16/t...oin-the-sp-500/

Rejoice! Congratulations to all holders!

It is so unprecedented that S&P is asking for feedback.



$51b for funds tracking the S&P500, estimated another $70b benchmarked to the S&P500.

Hitting all time highs again.

Another all-time high, at near average volume.

Seems like this run up will hold. Not sure how benchmarked funds are buying in. They may be buying off market already to avoid affecting the market price.

How can we short Tesla from Malaysia?

open IBKR (pure or via TSG) , can short it or use put options.. i wont recommend it though, can go higher or lower very quickly...

You better know what you're doing.

Time decay is real. "The market can stay irrational longer than you can stay solvent".