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Ron Baron (chose your fantasy - truck, autonomous, y, roadster, 18 wheel) will come online some time is the best analysis of Tesla I have heard.
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$TSLAQ I get volatility is a trade-able benefit. Can anyone explain a $103 price move on this stock in terms a golden retriever can understand? What is driving the stock? The street had a few days to digest earnings and influences of the virus in China. And this?Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
It means each car sold over production cost $4,079. So I guess I now know where the increased margin was derived. One less thing to worry about. (2/2)
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$TSLAQ More#WTFaccounting. Guess what the European payment timing difference did to the a/rec? Yep. Increased by $198m. Don't worry inventory decreased by $29m. In a quarter where they delivered 112,000 units and produced 104,891. Delta of 7,109. (1/2)Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
So how is net PPE only up $206m and cash flow uses for CAPEX are only $412m. That's generously only slightly higher than maintenance purchase levels. (2/2)
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$TSLAQ While I am still playing#WTFaccounting. They had to spend something on#GIGASwamp. I mean the CCP required some CAPEX purchases in their agreement. Equipment at least. Model Y may be a Model 3 that forgot to go to weight watchers. It will still need tooling. (1/2)Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
But, total deferred revenues increased by $185m with the cash flow statement reporting $205m in other cash flows. That is only $20m. Anyone have an idea how this magic occurred? Netherlands nose blind purchasing at end of tax credit expiry? (2/2)
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$TSLAQ I really cannot get deferrals out of my head. The ASP improvement was $1,730 per unit. Units not leased were 102,799. That's $178m in total. Enough to fund the $103m increased SG&A and $75m of the other income swing of $110m. (1/2)Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$TSLAQ Good news. The world currency markets may have stabilized in Q42019. Other income/loss was ($25m) vs the $85m gain from M2M for foreign debt and MMA.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$TSLAQ If you want to see mean reversion with accruals in the wild, look at SG&A: SG&A $699 - Q4, $596 - Q3, $647m - Q2, $703m - Q1.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Leasing sales COGS increased by $60 per unit and ASP by $130. Anyone believe that ASP increased? Or FSD Rev Rec was made? With COGS reversion, Pana might be getting their margins again. (2/2)
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$TSLAQ Auto margins less ZEV have improved 12 basis points. But, it's from more sales yield not COGS per unit. It looked like Unit COGS has increased in absolute unit costs by $1,280 per. ASP (Auto Sale/Unit Sales) increased by $1,730. The kicker: (1/2)Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$TSLAQ anyone get a Q4 estimate that did not have a $300m variance? I have the quarter anywhere from $150m to $450m. The abnormal accruals are one issue. But the COGS is a black hole.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Abnormal Accrual proslijedio/la je Tweet
Modest Proposal: Let's get
#TeslaBodyCount trending. Just tweet to it with http://tesladeaths.com or any report of yet another test pilot/passenger/bystander "sacrifice."$tslaQ$TSLAHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Assume a 5% implicit borrowing rate for ease of math and a $323m per year payment. It's a $2.5 billion capital lease obligation. Any chance this is accounting engineering to remain in the debt markets? It seems like only a borrowing covenant would stop a fresh raise. (10/fin)
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$TSLAQ clearly has access to the China capital markets and is borrowing non-recourse to the parent. The debt does consolidate. Bloomberg reported that the payments are expected to be $323m per year. (9/10)https://www.bloomberg.com/news/articles/2019-07-30/tesla-to-pay-china-323-million-in-annual-tax-for-shanghai-site …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Based on guidance, it appears the variable payments will wash directly through the income statement as a non-capitalized expense. Which brings the important question, does anyone know the debt limitations of the ABL agreement? (8/10)
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Specifically, the equipment purchased should appear in the financials under PP&E if they are acquiring it as part of their agreement to meet the minimum investment requirements. The other assets - not fully defined - paid with the variable payments would not. (7/10)
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The problem is in the terms of the agreement with the CCP and
$TSLAQ. It is unclear what is being included in the leasing agreement with the percent of revenues or the capital investment requirements of the agreement itself. (6/10)Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Guidance from Grant Thornton: https://www.grantthornton.com/-/media/content-page-files/audit/pdfs/2018/leases-navigating-guidance-ASC-842.ashx … Guidance from PwC: https://www.pwc.com/us/en/cfodirect/publications/accounting-guides/pwc-lease-accounting-guide-asc-842.html … Each support this methodology for implementation. (5/10)
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