Recent content by Dennis Cargill

Hope you are right and that I am reading into his email something which is not there.

I absolutely think Tesla will deliver a record number of vehicles in Q3. My model says 21,125 which beats the previous record of 17,400 in Q4 2015. Based on Elon's email, I am concerned that he believes Q4 and future quarters will be weak or flat -- until the M3 ships in large quantities. His...

That could be a sign of very robust demand. However, aren't there very large gaps in the model X VIN numbers, which would make counting VINs near meaningless? Thought I read that somewhere, but I could be wrong.

I love Tesla the company and what Elon is trying to do. But their valuation is huge folks, not low. At $200 per share * 155 diluted shares (pre-SCTY), Tesla has an equity market valuation of $31 billion. Compares that to expected 2016 non-GAAP revenue of $7.1 billion and you have a company...

Got it. I was not counting on anything near that many Model X. If your figure of 9-10K is correct in Q3, that would be good news. I was only counting on 6-7K. Though counting X VINs is difficult due to the gaps in the VINs. The more I look at the S VINs on the Google spreadsheet VIN...

Long-time follower, first time poster. Waiting for a pullback in share price in order to buy. I plan on holding for the long-term. Question: Why do you believe Tesla will only deliver 10-11 thousand Model S cars in Q3? That seems very low relative to expectations of 25K for each of Q3 and...