In the following video, Motley Fool industrials analyst Blake Bos tells investors why Tesla Motors (TSLA 4.77%) was forced to delay filing its annual report due to non-cash items on the capital expenditures investing section of its cash flow statement, which need to be reclassified. Blake tells us why he likes how the company handled its mistake, and why investors shouldn't be concerned. He then casts an eye ahead at Tesla's production goals, and tells us what kind of levels of production and demand we will need to see to justify the company's current valuation.