Perfect! Can we file an amicus brief against Citron in their lawsuit? Their research report referenced an Oct 3rd cleantechnica article, which means they could've known about it as early as 3 weeks ago, but only released the report now. Or is that not enough proof?
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Perfect! Can we file an amicus brief against Citron in their lawsuit? Their research report referenced an Oct 3rd cleantechnica article, which means they could've known about it as early as 3 weeks ago, but only released the report now. Or is that not enough proof?
Wolf still a wolf, even in sheeps clothing.
Wolf bait, always wolf bait.
Don’t buy the wolf tickets.
I see his spots a bit differently: He'll go where he thinks he can make (easy) money. If Tesla(not to be confused with TSLA) continues to really take off, he'll likely stay long. If not, or if he thinks TSLA can be easily nudged into dropping again, he'll go short again. I wouldn't expect any loyalty to the cause or anything, but I also wouldn't expect spite for spite's sake.
ZachShahan
Active Member
Curious, could you file a DMCA takedown for using your charts? Or would this be protected by Fair Use(education, maybe?)?
Elon MuskVerified account @elonmusk
To simplify production, many Tesla Model S & X interior configs, will no longer be available after Nov 1. Order now to be sure of the one you want.
11:28 AM - 23 Oct 2018
Usually if you intend to simplify production you either want more output with the same effort or you want a better margin with the same input and finally you only can reduce options if you have a demand that exceeds supply by a larger margin.
dqd88
Member
What great news to wake up to! Lots of green! After all those days of red.
Congrats to all of us! The tide is turning
Seems shorts are slowly capitulating.
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Fact Checking
Well-Known Member
Elon just tweeted this:
My reading: Tesla wants to really increase S+X production in Q4, and are simplifying assembly to be able to speed it up. Q4 revenue estimates just went up.
Elon Musk on Twitter
"To simplify production, many Tesla Model S & X interior configs, will no longer be available after Nov 1. Order now to be sure of the one you want."
"To simplify production, many Tesla Model S & X interior configs, will no longer be available after Nov 1. Order now to be sure of the one you want."
My reading: Tesla wants to really increase S+X production in Q4, and are simplifying assembly to be able to speed it up. Q4 revenue estimates just went up.
Appl turned green. I like to think Tesla single handedly saved tech today.
Elon just tweeted this:
Elon Musk on Twitter
"To simplify production, many Tesla Model S & X interior configs, will no longer be available after Nov 1. Order now to be sure of the one you want."
My reading: Tesla wants to really increase S+X production in Q4, and are simplifying assembly to be able to speed it up. Q4 revenue estimates just went up.
I thought battery supply was fixed though...maybe this will just allow them to reduce worker costs and increase the margin.
NikeWings
Active Member
Elon MuskVerified account @elonmusk
To simplify production, many Tesla Model S & X interior configs, will no longer be available after Nov 1. Order now to be sure of the one you want.
11:28 AM - 23 Oct 2018
Usually if you intend to simplify production you either want more output with the same effort or you want a better margin with the same input and finally you only can reduce options if you have a demand that exceeds supply by a larger margin.
Or they are simplifying to prepare retooling for an interior refresh? Followed by crazy new sales of course.
ZachShahan
Active Member
I agree.
Still issues with leadership, but see them as becoming the #1 major automaker (other than Tesla) in EVs.
[Edit: changed "being" to "becoming." Obviously are not right now.]
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Be long or go away...shorting TSLA is a fool’s game
ZachShahan
Active Member
Yeah, it's honestly hard to imagine it's not a trick of some sort.
Did they have an awakening at long last?
Anstandswauwau
Member
Elon, please stop. You can only squeeze shorties that much!
2virgule5
Member
If they are still limited by Panasonic output of the ‘old’ cells, this is likely related to margin improvement (in the context of demand still exceeding supply), but sure will help if they can push few hundreds more with less work...Elon just tweeted this:
Elon Musk on Twitter
"To simplify production, many Tesla Model S & X interior configs, will no longer be available after Nov 1. Order now to be sure of the one you want."
My reading: Tesla wants to really increase S+X production in Q4, and are simplifying assembly to be able to speed it up. Q4 revenue estimates just went up.
Fact Checking
Well-Known Member
That's true, broadly, but I believe their wording was always a cautious "approximately 100,000 units" - which allows for higher production, if Panasonic is able to deliver more cells.
While Panasonic is unlikely to have expanded their production of 18,600 cells in any capex intense manner, I find it pretty unlikely that over the course of 2 years they found no way to increase cell supply. At this point it's clear that Tesla is going to migrate to 2170 cells eventually, and it's in the best interest of Panasonic as well to sell as many 18,650 cells as they can make.
So there could be a bit of an upside surprise there.
The higher margin cannot hurt either: especially if the Model 3 margin has improved, in which case they'd want to eliminate lower margin options from the S/X line-up, to convert those customers to the Model 3 or to higher price Model S/X versions.
ZachShahan
Active Member
I'm not sure. I politely asked him to give proper credit and complimented him on an objective, useful article. Figure it's better to be friendly and encourage the positive work rather than slam a potentially opening door. Good of them to at least include two charts and report on the news.
Also, as an editor, I know I often think it's fine to use charts from others if the name is on there — takes a little extra consideration to add a link and full credit (which we do try to do).
I am hoping they are able to harp on not only is there still demand/etc (on account of only serving two markets out of all the markets Tesla normally serves) but that they know that X number of reservations that had indicated waiting on SR decided to pull the trigger on MR, increasing revenue/whatever from those customers.
Thoughts on testing SPARTA today?
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