"We are lowering our unit expectation from 65,000 units to 60,000 units, which assumes 50,000 Model S deliveries and 10,000 Model X deliveries in 2015. We believe that the street is looking for guidance of 50,000 to 60,000 deliveries in 2015. We believe Tesla will issue satisfactory unit guidance on its February 11 earnings call."
"We expect a pivot in newsflow and outlook for Tesla on several fundamental fronts, triggering a recovery in the share price from recent lows. Sentiment sits with just the right amount of concern, doubt and opportunity, creating a healthy balance. A strong US$ and low oil price have teamed up against TSLA shares, providing a classic opportunity to increase exposure to what we see as the world’s most important auto company - much more important than just its role as an EV manufacturer."
"Tesla announces that it will post its financial results for the fourth quarter and full year ended December 31, 2014, after market close on Wednesday, February 11, 2015. At that time, Tesla will issue a brief advisory release containing a link to the Q4 and Full Year 2014 Shareholder Letter, available on the company website. Tesla management will hold a live question & answer webcast at 2:30pm Pacific Time (5:30pm Eastern Time) to discuss the Company’s financial and business results and outlook."