Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Search results

  1. D

    Model X 2nd row now folds FLAT! (July 1st 2017 update)

    Any info on EU availability of the folding 2nd row with seven seats?
  2. D

    Long-Term Fundamentals of Tesla Motors (TSLA)

    If only there was a visionary in charge of the company with a clever and agile team behind him and a track record for finding smart and consumer friendly solutions. Alas, the stock is probably doomed, since our internet forum cannot agree on how to fix this issue... :wink:
  3. D

    European SuperCharger rollout updated

    Thank you! But I don't have a Chademo adapter. I have decided I will charge to 100% at Vienne SC and just manage the power consumption to make it all the way to Brive SC. It is 388km, so if I keep to 100 km/h I should make it with a margin.
  4. D

    European SuperCharger rollout updated

    Any news on Clermont-Ferrand? Desperately needed to cross over from Lyon to Bordeaux later this month...
  5. D

    This must be an application for Tesla batteries: Launching NASA spacecraft

    http://www.popsci.com/technology/article/2010-11/nasa-engineers-propose-combining-rail-gun-and-scramjet-fire-spacecraft-orbit As I see it, NASA will have two basic options for the electricity requirements here: 1. Beef up local generation capacity so that there is spare 180 MW whenever they...
  6. D

    Long-Term Fundamentals of Tesla Motors (TSLA)

    I can only support this with my own experience. Me has one Leaf and one Tesla. I frequently travel for business and get nice rental cars (high end BMWs, Mercs and such). While I look forward to trying these "wonders of engineering", I always end up frustrated and disappointed. My Leaf is at...
  7. D

    Tsunami update (of hurt)

    Good for you! :-D An investment in Tesla is an investment in the future (in many senses of that expression).
  8. D

    Tsunami update (of hurt)

    I don't think you mean "naked short" in the way that term is usually meant. A regular short position means I went to someone who had shares, borrowed those shares from that person and then sold them. A naked short means I simply sold shares without even having access to any (see: Naked short...
  9. D

    Tsunami update (of hurt)

    Total short losses 26oct12 - 27feb14 (close): Trading: $5,985 million Interest paid: $275 million Total losses from shorting: $6,261 million Note that these are only the losses in the common. It is fair to assume a lot of shorting has taken place by means of options as well, in particular...
  10. D

    Tsunami update (of hurt)

    Yeah, will have to do yet another Tsunamometer soon. I think I'll wait for the next release of short interest, though.
  11. D

    Short-Term TSLA Price Movements - 2014

    OMG. The Pain this squeeze will cause. Shorts have more than 4x the exposure they had before the Q1'13 earnings squeeze: Short interest on April 30, 2013: 27,501,901 shares @ $53.99 = $1.5bn Short interest now: ~29,639,877 shares @ $217.65 = ~$6.5bn
  12. D

    Tsunami update (of hurt)

    Mario, I am using a very simplified methodology. The short interest is updated every 14 days. I take the stock price at the start of that period and subtract the stock price at the end, and multiply with the average of the starting and the ending short interest for that interval. That is...
  13. D

    Tsunami update (of hurt)

    Oh, how quickly time came again for new Tsunamometer© update! :-) Total short losses 26oct12 - 24feb14 (close): Trading: $5,042 million Interest paid: $271 million Total losses from shorting: $5,312 million Note that these are only the losses in the common. It is fair to assume a lot of...
  14. D

    Tsunami update (of hurt)

    Time for new Tsunamometer© update! Total short losses 26oct12 - 14feb14 (close): Trading: $4,421 million Interest paid: $270 million Total losses from shorting: $4,691 million Note that these are only the losses in the common. It is fair to assume a lot of shorting has taken place by means...
  15. D

    Long-Term Fundamentals of Tesla Motors (TSLA)

    The most brilliant thing is how they score a lot of publicity and goodwill with the announcement that they are sticking to the same pricing policy as before. :-)
  16. D

    Articles/megaposts by sleepyhead

    There, put out an update. The really funny thing I see in the underlying data is that shorts seem to have "averaged up" - short interest was lower when the stock tanked, and then more shorts accumulated during the dip. A true muhaha moment. :cool:
  17. D

    Tsunami update (of hurt)

    After a temporary (and partial) reprieve, Tesla shorts are almost back to the horrible place they were at in October. Total short losses 26oct12 - 17Jan14 (close): Trading: $3,584 million Interest paid: $261 million Total losses from shorting: $3,845 million Note that these are only the...
  18. D

    Articles/megaposts by DaveT

    I agree fully. The stock will be bound to a (quite broad) range by people looking to end pain - if it rises, people who sat through the downturn will exit with a sigh of relief. If it goes down, shorts who got burned by the recent announcements will buy to cover.
  19. D

    Articles/megaposts by sleepyhead

    Wow, thank you for the kind words! My family, my job and my "extracurricular activities" are so time-consuming right now that I just pop by in-between things to follow a few favorite threads (among which this is definitively one). I will not be able to make good contributions over the next 5...
  20. D

    Articles/megaposts by sleepyhead

    Nice one, Sleepy. I liked the ending with mentioning the ethical aspect of what Tesla does - "the good fight". Being on the side of reason and the future is a good investment strategy, and also good for liking the mirror every morning.
  21. D

    A New Year Applause

    Heartfully supported!
  22. D

    "Tesla. A Much Needed Reality Check (in depth)" - Julian Cox's Expert Analysis Posted

    The statement you are quoting was in response to the following statement: What I am saying is that the qualitative factors wcalvin refers to can be reflected in the quantitative models by baking them into the assumptions. Therefore he is wrong that the quantitative models do not account for...
  23. D

    Articles/megaposts by DaveT

    Would also amount to an admission that there is a problem with the current design (which I think there is not).
  24. D

    Price increases

    Norwegians report that their configurations have increased between $3.5k and $15k. My own has increased by $8k (S85 with most options).
  25. D

    Price increases

    As of today, the prices have gone up significantly for many configurations. The base prices seem to have been increased very slightly (at least in Norway), while the options have really gone through the roof. It seems that well-specced cars now cost 5-10% more than previously. This will...
  26. D

    Long-Term Fundamentals of Tesla Motors (TSLA)

    The really interesting thing about the article is the $1.4 billion Dept. of Energy loan to finance the plant. Safe bet that Tesla will apply for one too, I should think.
  27. D

    Long-Term Fundamentals of Tesla Motors (TSLA)

    I think you misunderstand the issue. It is not one of willingness of the cell suppliers. It is one of aggregate production capacity in the industry. They are doing this as a three-stage rocket. The first stage was to soak up whatever they could from existing supply. That was the original...
  28. D

    Q3 2013 results - projections and expectations

    They are supply constrained at the moment, but that situation will not persist. Especially not since they are ramping the production up so fast. International expansion takes time, so they start now to lay the ground work for sufficient demand in 2014 and beyond.
  29. D

    Long-Term Fundamentals of Tesla Motors (TSLA)

    I agree, the financing of the giga-factory will be interesting. I think there will be some cleverness there. I also think that their cash pile of $0.8bn (and growing) is a cruise missile aimed at that giga-factory. They could pay the entire factory from cash on Day 1. Or they could: 1...
  30. D

    Articles/megaposts by sleepyhead

    I agree with you, Sleepy, regarding stock based comp. I also don't like that they take that out of the non-GAAP accounts, which they state they use for internal governance purposes. They should be careful not to treat stock grants as "free". I support their use of non-GAAP wrt. lease...
  31. D

    Articles/megaposts by sleepyhead

    Yeah, very strong! Makes me believe they will go significantly above 25% GM in Q4.
  32. D

    Model S Battery Pack - Cost Per kWh Estimate

    Yes. My 2 cents they will do this: 1. Keep the architecture of the current packs mostly intact for Model E 2. Use the same modules in the packs, only fewer 3. Keep the form factor close enough that the same swapper can handle both types (bolts laid out in same pattern etc.)
  33. D

    Q3 2013 results - projections and expectations

    Well, if they moved Model X forward that would create suspicion that Model S demand is soft... ;-) [SIZE=1][COLOR=#c0c0c0] Formalities and stop. The exact wording: "You may now disconnect and have a great day." I found that a bit funny. ;-)
  34. D

    Q3 2013 results - projections and expectations

    Yeah, probably that. I need to be in the former group 100%, not have one foot in the other camp. ;-) Boom! Higher North American demand in Q3 than Q2. They are just piling it on.
  35. D

    Model S Battery Pack - Cost Per kWh Estimate

    You could tell at the start of the call that he had seen the market reaction. He is spilling the beans because he wants the market to realize that things are going very well.
  36. D

    Q3 2013 results - projections and expectations

    I am puzzled. Elon is dropping one attractive info nugget after the other!
  37. D

    Q3 2013 results - projections and expectations

    Albeit the North American pipeline would be pretty similar in Q2 and Q3 (maybe 40-50 less in Q3). I believe they produced 6,050 cars. Say that 150 went to loaners and show rooms, and that 100 were in transit to Europe at the start of Q3. That makes the EU transit pipeline ~550. That is the...
  38. D

    Q3 Delivery Calcuations

    OK, OK, you goaded me into bragging. I also had revenues at $602.3M (actual: $602.6M) and gross margin at 21% (actual: 21%). :-P
  39. D

    ZEV credits

    I noted this sentence in the Q3 Shareholder Letter: If this is an exact statement, then it follows that they have no inventory of ZEV credits - otherwise Q3 revenues would be unaffected by credits earned. This is contrary to my former impression, which was that they are sitting on a lot of...
  40. D

    Q3 2013 results - projections and expectations

    My sense is that they decided to stop pumping quarterly results, and rather do what's best for the long term. Fill the in-transit pipeline, invest in stores, R&D, loaners, etc. etc. As a long term investor, I appreciate that. They take a hit this quarter, and with a low-balled guidance for...
  41. D

    Q3 2013 results - projections and expectations

    VIN method completely discredited.
  42. D

    Articles/megaposts by sleepyhead

    Well, counts in both ends of the quarter. For instance: 14% in Q2 might have been 9% at the start and 19% at the end. Then Q3 could be 22% by starting at the same 19% and ending at 25%.
  43. D

    Articles/megaposts by sleepyhead

    We must (for now) kill the VIN analyses. They are adding unwanted volatility to the stock and creating FUD (and, in some cases, completely unrealistic expectations). Craig has himself been very diligent in pointing out that we do not know what the data means yet. Emails to Norwegian customers...
  44. D

    Model S Battery Pack - Cost Per kWh Estimate

    Well, one could envisage that the cost of a 60kWh battery pack would by then have fallen sufficiently to make a $35k feasible (yeah, I know, kind of a stretch).
  45. D

    Model S Battery Pack - Cost Per kWh Estimate

    Good to see you back here CapOp. :-) What do you think they will do about form factor for Model E? On the one hand, I agree with you that changing form factors is a big cost/investment/hassle (not least because the battery swapping station seems to be fit-for-purpose for that form factor?)...
  46. D

    Q3 2013 results - projections and expectations

    Ah yes, that is probably the mistake they are making. They think that in-transit cars is the same as international sales. If I read it that way, the article makes sense.
  47. D

    Long-Term Fundamentals of Tesla Motors (TSLA)

    ...or demand shortfall? ;-) I vote for ramp-up.
  48. D

    Q3 2013 results - projections and expectations

    Yes, but that was total, not just US. Maybe Valuewalk added international without understanding that.
  49. D

    Q3 2013 results - projections and expectations

    I got worried. I'm not sure they are beating these overoptimistic numbers. - - - Updated - - - The difference between US and International sales in the article is 620. Coincidence that there were 619 registrations in Norway in August? Or has someone just seen that one number and added it to...
  50. D

    Q3 2013 results - projections and expectations

    I think it is reasonable to think that production could fluctuate somewhat from week to week. Some factors that could cause this: * Operators unavailable (due to illness, training etc.) * Minor retooling * Equipment failure * Short supply of certain parts * Fluctuation in number of almost...

About Us

Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.

Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


SUPPORT TMC
Top