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Recent content by Droulas

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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Maybe on 22th they will start the coast to coast fsd trip which will end 48 hours later, right on time for the financial results of the first quarter ?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I don't know if anyone already mention this but Elon Musk on recode decode podcast (5th November) mention that the orders for the supply chain are placed 6 month in advanced. Also i remember that in this article tesla, after for the first time manage to reach 5.000/week peak volume production of...
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    General Discussion: 2018 Investor Roundtable

    I assume that the mid range battery pack indicates that the new equipment for (3x) faster battery pack production has already been installed at gf1.
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    General Discussion: 2018 Investor Roundtable

    Clipboard01 by Droulas posted Oct 11, 2018 at 7:05 PM I made an excel to compare tesla's total current liabilities (due to be paid in the next 12 months I think), in the last 5 years, as a percentage to cash plus the next Q revenue vs some other car makers. With red it's my prediction for the...
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    Tesla Gigafactory

    So 21700 cells are not used for powerpacks, powerwalls or both?
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    Tesla Gigafactory

    Can anyone explain to me why GF1 is targeted to produce 150GWh of pack, but only 105 GWh of cells? The packs are consisted of cells, right? So where they are going to find the rest of (150-105=) 45 GWh of cells?
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    General Discussion: 2018 Investor Roundtable

    The raw material. I assume that ordering 4x bigger quantities of raw material gives you the power to negotiate bigger discounts.
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    Wiki Model 3 Order Tracking Spreadsheet

    I am monitoring the "Vin to delivery times in the last 3 weeks" column every day in the last 5 weeks. The average went from around 13,5 days to 14,5 days and in the last 5 days dropped to 12,5 days...
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    General Discussion: 2018 Investor Roundtable

    That was my theory too. That means that the first two months are very difficult financially for tesla and at the end of the quarter it's very strong. I am curious how they are gone handle the model 3 over seas deliveries. It's difficult to do the same thing. But in the other hand, we have the...
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    General Discussion: 2018 Investor Roundtable

    Sorry for my English. I have a question, is there any theory why Tesla delivers most cars in the last month of each quarter in both America and outside America? I have a theory, but I want to see first if it's something that have been answered before.
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    Wiki Model 3 Order Tracking Spreadsheet

    Do we know how many delivery centers does tesla have in California and in the US in general?
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    General Discussion: 2018 Investor Roundtable

    Maybe this? Exclusive first look at Tesla Model S and Model X interior refresh: going spartan like Model 3
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    General Discussion: 2018 Investor Roundtable

    If tesla manage to produce 55.000 model 3 in this quarter, it will use (55.000X80,5=) 4.430 GWh batteries. If it manage to produce only 50.000 model 3, then it will use (50.000X80,5=) 4.030 GWh batteries. Early on August tesla confirmed that Gigafactory 1 battery production was at '~20 GWh'...
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    Wiki Model 3 Order Tracking Spreadsheet

    Can you post the numbers from the column "VIN to delivery times in the last 3 weeks" in the "Delivery" tab from 3-4 weeks earlier? Like this, so I can "copy paste" easier to my excel: AB 7 days AL 19 days AZ 10 days CA 8 days CO 8 days CT 20 days DE 16 days FL 16 days GA 16 days HI 21 days IA 7...