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Dan Detweiler
Active Member
Anybody notice if she replied to any of them, or just meekly crawled back into her corner?Must be depressing when replays get way more likes then original tweet
Dan
Todd Burch
14-Year Member
Cockroaches do as cockroaches do.
ValueAnalyst
Closed
When will Tesla's Shanghai Gigafactory ramp to the target capacity of 500,000 vehicles?
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I've been suspecting that a lot of the disinformation is coming from Russia, which has a huge oil industry (the main source of Putin's profits) threatened by Tesla. So that's why I started thinking assassins. No, the US financial guys wouldn't do it, but Russia might.
Oh, also... Russia does financial manipulations through shell companies, too. Do we know that there *aren't* Russian agents acting as big short-sellers? We don't know that. It would certainly account for the short-sellers who always sell at the bottom and cover at the top; they probably have a budget for stock manipulation.
Yes, this is an unlikely conspiracy theory, but it's not *that* unlikely, given what we know about Putin's kleptocracy.
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Hi, everybody. I created some new charts about S/X production and delivery timing for North America and the data shows that Tesla is still trying to deliver as many cars as possible within the quarter they were produced. First I thought they are trying to maximize the delivery numbers for the quarter but that doesn't make any sense because if they don't deliver 5K cars this quarter, then those will be delivered the next quarter anyway. This way, they would have the exact same quarterly delivery numbers except for the first quarter they stop doing this.
It looks like, what they are actually trying to do is to deliver cars within the same quarter they were produced. This looks more like a balance sheet issue to me. I'm not sure what to make of it but I thought I would mention it here. The data source is the Model S/X Order Tracker spreadsheet.
It looks like, what they are actually trying to do is to deliver cars within the same quarter they were produced. This looks more like a balance sheet issue to me. I'm not sure what to make of it but I thought I would mention it here. The data source is the Model S/X Order Tracker spreadsheet.
so with that said, GF1 estimated output is ever shifting, originally 35-50GWh now some people talking 100-150GWh - is this outlandish?
i saw someone post negatively after i brought up CATL that the window of opportunity is closing. teslas ambition is 10 GFs. other mf will need to expand as well.
i don’t imagine anyone that knows anything doubted the inevitable commoditization of batteries.
Tesla/Pana still seems to be leader in the quality and efficiency across product lines.
no doubt the gap will narrow as time goes on. but this does not mean that tesla isn’t situated well.
A possibility:
The closer the vehicle sale is to when Tesla receives the components, the more effective cash on hand they have due to the supplier net terms.
This would show up in the quarter numbers and the running operation.
SebastianR
Active Member
Another possibility for the "deliver in same quarter": they have less trouble counting production than counting deliveries, and they're trying to calculate the numbers for the tax credit I don't actually believe this.
With growth, they initially would have had larger hangovers of cars-in-delivery each quarter; this probably looks bad on the balance sheet. Musk did say they were going away from the "end of quarter push" and attempting to switch to evenly paced delivery, but that's new and probably hasn't been done yet.
I don't actually believe this.With growth, they initially would have had larger hangovers of cars-in-delivery each quarter; this probably looks bad on the balance sheet. Musk did say they were going away from the "end of quarter push" and attempting to switch to evenly paced delivery, but that's new and probably hasn't been done yet.
Not sure. As a long, sure, expected, but good news. But the short/media narrative can be "look 4.5 Bn needed to be raised again".
I don`t mind as they spend this to double production, and they`ll do it in a huge and important market. Plus, most of this will be spent on tangible assets that have real, countable value. But don`t think the shorts can`t build a negative narrative around this. They`ve managed to do that around the super positive Model 3 ramp news as well...
We may need profits for 1-3 quarters in a row to fully discredit the short thesis. (The first quarter of profits will still be spun as a one-time trickery, deception by Elon).
Electrek - 9 minutes ago: Tesla makes Gigafactory 3 in China official, plans to start production in 2 years
well, yes.
roughly two years after all permits/red tape completed
...just for the record
headline just a hair inaccurate
ruralectric
Member
Hmm. Nothing yet about new investment dollars for the China fsctory. I wonder if there is more of this announcement yet to come.
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Typical Musk/Tesla story....
Light on details, heavy on hype. Another nothing burger, with no clue on how to pay for it....
I
I guess you don't feel this is good news....you should probably short the stock.
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