Recent content by Value Ev

Aww, how nice. Sorry couldn't post much but we just finished our vacation - being on the internet was just not a priority and not easy from many of the places we went to. Really happy about the run - the TSLA stock I picked up from the SCTY acquisition has been a windfall i wasn't expecting...

With the end of daylight savings today, any guesses about how this will pop the stock tomorrow? More daylight, less saved for later, the more value the solar business will be.

You only proved that you don't know what the word miss means. Tesla said they would do 50,000 in the second half, they did not. They were off by about 3k. Based on that you claimed "truly amazing that anyone can say Tesla missed anything" Now you are doing some blah blah blah about powerwall...

Yes, it is very easy for me to use facts that are provided by Tesla to prove a point as I did in my post. There is no context to support your claim they didn't miss when they said "we are re-affirming 50k" in October 26th and missing that by 3k just 9 weeks later. You are right, there is no...

By definition, they haven't been doing the impossible. Even meeting a goal that they announced about 9 weeks ago on a car that is 4 years old and a car that is 1 year old has not been met and, based on the predication thread for Q4, that goal of 24k was hardly viewed as impossible.

Truly amazing that some people don't get that words have meaning. . May 5th: We are re-affirming our 80-90k forecast Oops, missed even the low end. Oct. 26th, We are going to do 50k in the second half - Oops, we missed that by almost 3k units. If that isn't missing, I don't know what...

Depends on how much you believe they are demand constrained vs. production constrained. If you believe they are more production constrained, then you need to think about what they need to do to reduce that constraint while setting up to do several times more in volume for the M3.

It depends on how much you take what a company says at face value about why they missed their numbers. Clearly, the M3 will have more "new"/"unknown" things than a 4 year old MS (although has had updates) or a 1 year old MX and so will they take that much more time to work out all the issues...

Which they have every quarter, so this really is nothing new. When the InsideEV numbers came out for Sept and then again for October, the chorus here was "but that is because all the cars and many of the 'in transit' vehicles from the previous quarter are for overseas dues to the shipping time...

On Oct 26th, Tesla said they would hit 50k for the second half after doing 24,821 in Q3, or 25,179 for Q4. That is almost 3k worth of "production problems" that then happened in November and December.

FYI. Tesla doesn't have dealerships, so a delivery is when it gets to the customer.

Lower revenue probably would mean a lower EPS unless they had a lot of ZEV credits and/or a strong cost reduction program. What was the guidance at the end of Q3, wasn't is to be about the same as Q3?

I thought the super charger was based on when the car was ordered, not when it got delivered. Is it based on delivery?

What negative news? This is great news. Don't be such a FUD spreader and doom and gloomer. Tesla sets very aggressive plans so only missing by 3700 or so is a WIN!

With about 5,000 in transit last quarter, that is what people thought about Q4. It is unclear what the correlation between in transit and a strong quarter actually is.