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TeslaCharts
1/ Wanna know why bonds are going down despite equity drifting higher? Click through this thread...
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TeslaCharts May 9
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TeslaCharts May 9
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TeslaCharts May 9
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TeslaCharts May 9
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TeslaCharts May 9
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6/ Which ultimately leads to this...
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TeslaCharts May 9
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TeslaCharts May 9
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TeslaCharts May 9
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9/ But CFO is solid right? Um...
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TeslaCharts May 9
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10/ Hypergrowth requires hypercapital. Where is it bro? Saving cash or something?
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TeslaCharts May 9
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11/ We continue to thank our suppliers... Bro. Something's gotta give. Trade safely.
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Ty Hurner May 9
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That last one is the most damning imo, you can’t artificially fluff it at quarter end like u can with cash
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David Tayar May 9
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Reason prices have fallen last few days is b/c one of the assets (Fremont) was moved over to the ABL lenders. So ABL lenders are happy, equity holders happy, bond holders unhappy. Prior to the latest amendment, bond holders would have ranked pari passu w ABL lenders. No longer.
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Mutwin Kraus May 9
Replying to @TeslaCharts
Why are you omitting the $2.6b of inventory (assets) in your graph?
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TeslaCharts May 9
Replying to @mutle
It's a modified quick ratio. Cash and AR only. And more than half that inventory isn't finished.
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Mutwin Kraus May 9
Replying to @TeslaCharts
It still is a very warped representation. Most of the inventory will turn into revenue (more than the cost to Tesla) in less than a quarter with new added. Notice how it is basically the same amount as accounts payable? The graph shows one side but not the other of the same thing
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TeslaCharts May 9
Replying to @mutle
Google quick ratio. It’s how the ratings agencies look at things. And I left off several liabilities.
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Mutwin Kraus May 9
Replying to @TeslaCharts
And several assets as well, like lease vehicles and solar systems that are leased out. It’s obvious that this ratio is not a good way to look at things if you want a better picture of the company.
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TeslaCharts May 9
Replying to @mutle
Take it up with Moody's bro. I'm sure you can revise how they measure the solvency of credit distressed companies. You seem to know a lot.
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BossHogg May 9
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Chart 11 is the death touch. Something indeed has to give.
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