No, Tesla Doesn't Need Regulatory Credits to Make Money (08.28.20)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 29 August 2020
⏱️ 10 minutes
🧾️ Download transcript
Summary
➤ Tesla has faced criticism for its reliance on regulatory credit sales to achieve full-year GAAP profitability and S&P 500 inclusion eligibility. Today's episode explores this argument and other considerations that should be made when discussing TSLA's profitability.
➤ California approves budget of hundreds of millions of dollars for electric vehicle charging infrastructure
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Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody Rob Mower here and today we're going to spend some time going through a little bit of follow upup on the Bull Bear debate earlier this week, |
| 0:14.1 | specifically on Tesla's profitability. We do have a little bit of news, but that'll be the focus for today. |
| 0:19.4 | First, let's talk about the stock, though. Of course, today is the last day of trading pre- Split so on |
| 0:24.5 | Monday we will open up at one fifth the price Tesla today closed down 1.1% to 2,213 |
| 0:31.6 | 40 cents so post split we should open on Monday to $2,213.40. |
| 0:33.6 | So post split we should open on Monday at $442.68. |
| 0:38.4 | I've had some questions on when those changes will be shown in accounts. |
| 0:41.7 | I think that varies by brokerage but I can say for |
| 0:43.9 | fidelity they provided me with an update saying quote your current positions and |
| 0:47.8 | prices in these securities will be adjusted in your account over the weekend of |
| 0:51.3 | August 29th, 2020." |
| 0:54.0 | End quote. |
| 0:55.0 | So sometime over the weekend doesn't exactly say win. |
| 0:57.0 | I would imagine most brokers will do the same, though it might also take until Monday morning. |
| 1:01.4 | I also want to point out that TD Ameritrade at least has informed me that |
| 1:04.5 | trading will not be available in the extended hours, so after hours today or in pre-market on |
| 1:09.5 | Monday, so just something to be aware of though I'm a little bit confused on it because right now |
| 1:13.6 | there does seem to be some trading after hours but I'm guessing that's just |
| 1:17.2 | reconciliation from trades earlier in the day or options positions. |
| 1:20.6 | All right moving on to profitability then I wanted to address a specific point that we had discussed |
| 1:25.6 | in the Bull Bear debate, and that was Tesla's profitability and the reliance on regulatory |
| 1:30.0 | credits. |
... |
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