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Recent content by CButterK

  1. CButterK

    Short-Term TSLA Price Movements - 2016

    It's more interesting that mid 2017 delivery is only on the grey color next gen seats, and not the tan or black color next gen seats. so it appears they're not discontinuing the seat itself, just the grey color is delayed. Does that mean they ran out of grey cows? I was seriously considering...
  2. CButterK

    Short-Term TSLA Price Movements - 2016

    No SMPP2 today... So you all are relieved of minutely refreshing duties till 12:01AM tomorrow...:D Elon Musk on Twitter
  3. CButterK

    Short-Term TSLA Price Movements - 2016

    I Agree on the X. However, they already had bunch of X built but not delivered in Q1, and they have been operating at >2K/week capacity for a while now, which leads me to believe they produced larger % of S to compensate for deliveries to ROW. The volume has to go somewhere, regardless of S or...
  4. CButterK

    Short-Term TSLA Price Movements - 2016

    Not sure how you are looking at it, but based on the numbers, it seems like a decent beat to me... So, Inside EVs estimate, 5700(800+1200+3700) deliveries of Model S for Q2, and 4630(850+1600+2180) Model X. So for the US in Q2, they are estimating 10,330 S/X delivered. Inside EVs have...
  5. CButterK

    Short-Term TSLA Price Movements - 2016

    I don't think having to follow through on their purchase commitment with panasonic is the driver of this merger. Remember, Tesla recently purchased not so small volume of batteries(not for car use) from Samsung? Tesla won't be buying extra batteries from anyone else, if they had excess batteries...
  6. CButterK

    random chitchat

    well, I live a very "human" lifestyle, so getting confined to a dog house with other dogs crimps my style...:p Yeah, snippy section and chitchat session for the 1st time both within 24 hours! Must be doing something right! wonder if they offer free dog biscuits in these sections...
  7. CButterK

    random chitchat

    I ended up in the dog house this am too, for suggesting that OP had 2 Model 3s on order, and the fate of it...
  8. CButterK

    Short-Term TSLA Price Movements - 2016

    Oops. Somehow copied over wrong calculation and went with it. will correct the original post shortly. Sorry.:oops: Edit: can't edit original post. the Q3 numbers & Q4 numbers should be changed, but overall delivery prediction is still close to 90K units for me.
  9. CButterK

    Short-Term TSLA Price Movements - 2016

    I see a bit higher number than that... Q1: 14.8K delivered. What was stated by Tesla: exiting Q1 run rate = >1600/wk, & >2000/wk as of "few weeks ago". So, Q2: (1600x5wks)+(2000x7wks)=22K produced, and @ 85% rate(Guidance 20K produce/17K deliver), 18.7K delivered? Q3: 2100x12 (non linear ramp...
  10. CButterK

    Suspension Problem on Model S

    So, how do we get him to come into the USA, or would he be considered a fugitive as long as he stays in OZ?
  11. CButterK

    Suspension Problem on Model S

    He appears to be trolling all of Musk's businesses... Tesla, Space-X, Solar City. Leads me to believe he has an agenda with Elon Musk, not specifically Tesla.
  12. CButterK

    Suspension Problem on Model S

    Is this the same Keef that claimed Space X rocket landing was a hoax, along with all his other "facts" he knows about Tesla and Solar city? I wonder how his credibility was effected by subsequent successful landings. I don't see him commenting on them anymore... Keef Wivaneff's public profile...
  13. CButterK

    Short-Term TSLA Price Movements - 2016

    Question for anyone that can post link to a document. The difference between current 90 pack vs, the 75(or 60) pack, is it strictly reduction of number of cells going into a pack or is there more to it? And same thing with the old 85 pack vs 60(or 40). Thanks in advance!
  14. CButterK

    Articles re Tesla—Fact or Fiction?

    LAPD Chooses BMW Over Tesla For Electric Squad Cars It never fails to amaze me, how they can twist the truth and still call it "factual article". It was clearly stated by LAPD that the i3 will only be used for "municipal purpose", and Tesla was being considered for "high speed pursuit...
  15. CButterK

    Short-Term TSLA Price Movements - 2016

    And "generate more sales", increases capacity utilization, which spreads fixed costs over larger volume production, which actually increases margins across the board, not decrease(assuming they already spent the money on add'l capacity via capex).