In the interest of full disclosure. Here’s an email conversation I had with a selected few people. I am only posting my replies since I do not have anyone’s permission to publish anything. I am apologize for going bearish on you guys without letting you know.
Thu, Oct 8, 2015 at 10:17 AM
The X reveal confirms that the employee factory ramp leak a few months ago was true.
Going forward, plan your plays without any significant X contribution and assume that the info in the leak is true.
Adam Jonas flip flops yes and I do not like the weird reasoning behind. But if you look closely, he flip flops because of the bottom line data he probably got from Elon. But has to invent a reason for down/upgrades.Regards
Sat, Oct 10, 2015 at 10:58 AM
It depends on R&D spending. Seeing that it’s october and that bonnie still doesn’t have her Model X, it’s safe to assume that R&D spend will stay elevated in Q4 as they need to keep the elevated RD spending to streamline the production line. This RD spending is probably capital expenditure on machines. Retooling, changing the machine since one doesn’t work out, accelerate the production line build up for the windshield manufacturer etc. The investing public will know this in around Feb 2016.
This is a generic disclaimer I attach to all financial based posts to catch all disclaimers. I own everything I talk about. If you suspect I own something or have an Agenda just assume yes. Assume the worst. Assume I am not acting on your best interest.