Tesla's massive stock rally faces a moment of truth as the company reports earnings

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Tesla shares have skyrocketed by about 120% since the electric car maker last delivered an earnings report in October. Skeptics are cautioning investors about the effects of the coronavirus on Tesla's China operations, and declining sales volumes in mature markets for the company.

The rally continued last week as CEO Elon Musk drew accolades from President Donald Trump. He called Musk "one of our great geniuses" in an interview with CNBC's Joe Kernen,Trump on Elon Musk: I was worried about him, because he's one of our great geniusesThe recent rally does not guarantee the road ahead will be easy for Tesla, however. Skeptics point to unit sales declines in mature markets and margin pressure, among other risks.

Of specific concern for Brawn was the company's use of finance lease arrangements. These "effectively overstate free cash flow, but very few do the required analysis to figure this out," he said. Tesla has touted its prospects in China, but the costs of operating its new factory there could begin to hit the company's bottom line in the first quarter of 2020, Brawn added.

One factor putting pressure on Tesla's margins? Most of the vehicles it delivered in the fourth-quarter were Model 3s, and not its higher-priced Model S and Model X electric vehicles, and a good portion were exported from the U.S. to Europe and China.

 

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It wi still be a loss.

People complain about the market cap for TSLA. SUBX has similar market cap selling coffee. TSLA should at least double from here.

Even in my rural area I’m seeing more and more Tesla’s on the road, I expect even more in next 5 years, not because they are green, but because they are damn cool, and getting more affordable..

Remember on the Parnas tape how the convo with trump talked about how badly Tesla was doing in Sprint 2018?

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