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  1. ValueAnalyst

    Model 3 Production Rate

    When will Tesla produce 5,000 Model 3's per week?
  2. ValueAnalyst

    Semi Volume Production

    When do you expect Tesla Semi production to exceed 1,000 units per week?
  3. S

    Help! Radio flyer need troubleshooting assistance

    Got a radio flyer from referral code tonight. Christmas Eve! Darn thing won’t work. The battery doesn’t want to seem to stay on. Can’t figure out how to get it to work. It worked for a moment. The light switch worked and I tested the petal and it went. Now it won’t go. Please help! Thanks!!
  4. RobStark

    2018: Will Tesla US Deliveries Top 1% US Market Share?

    Automotive News Edmunds forecasts U.S. sales of 16.8 million in 2018. Cox Automotive last week said it projects the market to be 16.7 million, 100,000 more than it thought before the tax-reform bill was approved. The Edmunds and Cox forecasts mirror a projection from Toyota this month that...
  5. Bradley

    Mission E price and deposit

    I contacted Porsche here in Vancouver. The guy quoted me a 135 to 160 canadian price range. Several media outlets as well as well as Porsche had stated it would be 80 American. 3000 deposit, refundable as long as they have not started building the car for you. If it looks like the concept...
  6. N

    The Stationary Battery Business

    I realized this didn't have an investment thread. I believe that J B Straubel is right and that this will be a bigger business for Tesla than the automotive business. For one thing, Tesla's notorious communications issues are a much bigger problem in the auto business than in the "install and...
  7. 2

    Trains, Tesla and People Moving for Workday Commutes

    A lot of folks are wedded to mass transit for various reasons, maybe because they have seen it work well. Tesla autonomous vehicles may present a better alternative, particularly in the suburbs where drop off points are distributed. Can four person autonomous vehicles, perhaps Model 3s...
  8. A

    This Week Tesla & Companies

    Realized I left out a very important step in the relationship progression example I used by way of intro post before last. When he lets you drive it. Hot ticket item. Tesla stocks rise as markets recognize PepsiCo in semi preorder driver seat. They've joined the queue with their 100 truck buy...
  9. ValueAnalyst

    2017 Q4 Deliveries

    How many total cars will Tesla deliver in the final quarter of 2017? Please feel free to share your estimates by model as a comment.
  10. E

    No success in getting a loan

    I have decided to try to get a Tesla for my next car because where I live traffic is horrible not only that my car takes up so much gas. So I applied for a couple car loans and was denied. The reason why is because I don’t have any loan history for as much as I’m requesting which is $89k. The...
  11. omgwtfbyobbq

    Super fast Internet via SpaceX Satellites / Starlink

    Oh snap! There goes every other EV out there.
  12. ValueAnalyst

    Cash Balance Rollfoward

    Tesla's cash balance has varied between $3.0B and $4.0B in 2017 vs. its self-imposed minimum of $1.0B. As of September 30, Tesla had $3.5B of Cash on Hand, which means the "excess cash" balance was $2.5B, or comfortably enough to cover its planned CapEx to bring Model 3 to 5,000 per week by...
  13. M

    Will $TSLA build autopilot chip much better than a chip company?

    This is a question that came to my mind when i had gone through one discussion going on in a site. Will $TSLA build autopilot chip much better than a chip company? The discussion was Floyd Jenks - AlphaStreet
  14. Electrifying

    Electric Ocean Cargo Ship with Wind/solar Charging stations along the route

    Electric ships have been popping up but most I hear are either ferry boats or short range shipping. For a half million ton oil tanker to be electric , it needs to be charged along its route. How feasible is it to have anchored or semi-floating wind/solar powered mega-chargers along busy...
  15. D

    Investment angle to ubiquitous clean energy

    Okay this might be a bit speculative for what we normally talk about here, but there's also a lot of folks here thinking about the long-term and specifically the long-term energy landscape. So: we're rapidly entering an era of (almost-)free, clean, ubiquitous energy. If we're at 1.7c/kwh solar...
  16. D

    Access to capital

    If Musk really wants to rush the move to sustainability, he could take Spacex public and the merge with Tesla. This could bring in about 25 billion in new capital and put growth on steroids. I know he doesn’t need or want to do this, but times a waistin.
  17. S

    Use financial service models to estimate desired customer inverter drive programming parameters.

    If a financial services professional(s) could be consulted on their practices in designed surveys so customers can self select themselves into different risk pools by their varying risk preferences and discount rates, the acceleration and deceleration times (or other subtle) features programmed...
  18. ValueAnalyst

    Customer Deposits Poll

    UPON POPULAR REQUEST!!! * Ladieeeeesssssss aaaaannnnndddd gentlemen.... I present to you.... the mother of all polls... the poll that polls the other polls (it's true; think about it) This is the day... we start... counting... ttthhheeeeeeeeee..... $$$ BILLIONS $$$ *one person requested it.
  19. ValueAnalyst

    Roadster Reservations Poll

    How many total Roadster reservations by December 31? Please feel free to share your reasoning below.
  20. TSAccessorize

    New High Quality 3D Printed Tesla Model S/X Cubby Drawer/Glasses Holder

    Description High Quality 3D Printed Cubby Drawer for Tesla Model S and Model X, The Cubby drawer slide nicely into the compartment, Holds your Glasses, and more. It wont slip while acceleration.Also Available in Black, Red, White, Glow in the dark (Green/Blue). Price is 24.99, Free Shipping.
  21. ValueAnalyst

    Model 3 Production Rate Poll

    What will be the weekly Model 3 production rate at end-17? Please feel free to present your argument after you vote as an informed discussion benefits us all. For reference, the following graph represents the original management guidance, but the 5,000 weekly rate was recently pushed back to...
  22. J

    Tesla service- implications for future growth

    This morning I scheduled the annual service for my P85D at the Dania Beach SC. When I called the call went to voicemail so I left a message. Less than 30 minutes later the call was returned and I was offered a valet to pick up and return my car. I accepted then began to think about it. I have...
  23. Grifon

    The Tesla Network and the Model 3

    I've been thinking about how and when the Tesla Network might debut. A lot of people seem to think the Tesla Network wont appear until full autonomy is achieved. I think it will arrive much earlier and I really think the Tesla Network will differentiate Tesla vs. competitors as much as the...
  24. I

    Strategy for protecting downside with TSLA

    I am long TESLA and I need some advice on protecting the downside in tax efficient way. (28% tax bracket) The way I do right now buy stocks buy put options for downside protection note: I am also planning on buying 2020 calls I have been hearing about married puts, options rollover etc...
  25. S

    3D Printed Tesla Model S/X Cubby Drawer

    Description High Quality 3D Printed Cubby Drawer for Tesla Model S and Model X, The Cubby drawer slide nicely into the compartment. It wont slip while acceleration.Also Available in Black, Red, White, Glow in the dark (Green/Blue). Free Shipping.
  26. ValueAnalyst

    Semi Deposits

    How much in deposits will Tesla get in the week following the event? $ Deposits = Units x Deposit per unit Please post your unit and deposit per unit assumptions.
  27. lunitiks

    Now young Tesla, you will die

    Warning: This is a @buttershrimp'y kind of thread. If you're looking for cold, technical, informative pieces of information for your brain, well... Hoosh! Go look elsewhere. Tesla is under attack. According to experts, Tesla is approaching Terminal Decline. The company is a mess, and Model 3...
  28. Curt Renz

    Senate Tax Proposal Forces FIFO

    This could greatly affect those of us who have bought TSLA (or other securities) at quite different prices over widely separated periods of time. A proposed 2018 senate tax law change would require securities be sold on a first-in-first-out (FIFO) basis. You may want to ask your two US...
  29. J

    FT says Tesla risks being overtaken by the competition

    Tesla risks being overtaken by the competition Traditional carmakers have decades of experience running efficient production lines November 9, 2017 This article is behind a paywall but I have used a free copy so maybe the link will work. "...The doubts are well founded. As of last month, the...
  30. E

    How Many Vehicles Will Tesla Manufacture in 2018 (S/X/3)?

    Total production, S, X and 3
  31. J

    Tesla Exports by country- Noisy data but...

    Searching for public data regarding Tesla exports from the US I finally discovered the obvious' There is no code for BEV's, but there is this: Passenger Motor Vehicles, Nesoi HS Code 870390 NESOI- Not Elsewhere Specified Or Indicated That is the wonderful place where motor vehicles that do not...
  32. strangecosmos

    Possible victory scenario for Tesla

    It’s 2021. Tesla is producing cars at a rate of 2.5 million per year, across the Model Y, Model 3, Model X, and Model S. The Tesla pickup truck is also selling hundreds of thousands of units per year. In addition to these passenger vehicles, Tesla is also producing the Tesla Semi. In 2020...
  33. T

    Deepak vs. Wheeler

    Wanted to get the group's thoughts on Jason vs Deepak. I can't help but think back fondly on Jason Wheeler. Under Deepak, it seems like financials and operations get worse. Yes, ramping up should increase CapEx significantly, but I just felt that under Jason, we had a much tighter leash on Opex...
  34. Hitman007

    Tesla stock falls 7%

    stock falls 7% today on worse than expected loss. GOP tax plan may eliminate EV tax credit raising the effective price by $7500. wow! The news goes from bad to worse.
  35. RobStark

    Global Top 10 PEV Brands September 2017 YTD

    Pl WORLD .............Sept..........YTD..............%..........'16Pl 1 Tesla ..................14.348.......73.227..........10........... 2 2 BYD ...................11.786.......69084........... 9..............1 3 BMW ..................10.099.......66.024..........9..............3 4 BAIC...
  36. jjanov79

    A far superior premium sound upgrade for $2,500 plus a crash course in stereo design

    I purchased a 2017 Model S 75D in June. At the time the premium sound system was a stand alone upgrade for $2500. The gallery had vehicles on hand with both the base and premium options so I was able to do a full comparison before making a decision and it didn’t take long to realize the...
  37. ValueAnalyst

    Ask The Audience: What Did Elon Mean? - 2nd Edition

    Calling The Power of The Crowd. What did Elon mean with the following comment? "Yes. I currently think that we should build to 500,000 vehicles next year and 1 million vehicles by 2020. That's 500,000 vehicles in total, Model S, Model 3, and Model X combined next year should – as far as the...
  38. kenliles

    2017 Q3 ER- Predictions and thoughts

    Important ER - with impending M3 Market Analyst expectations TCM member models comparatives Tesla nears bear market territory, and it could get a lot worse “Tesla is scheduled to report earnings after the market close on Wednesday, and analysts polled by FactSet are expecting a loss of $2.27...
  39. D

    The biggest enemy of Tesla is not car/energy sales or profits. It's: Rise of Artificial Intelligence

    The biggest fundamental problem Tesla facing is what Elon Musk worries about all the time: AI. AI is one of the best or the worst thing we gonna ever create in the future. Elon Musk is very outspoken about this topic especially after Alphago created, which may eventually trigger the AI to...
  40. ValueAnalyst

    Ask The Audience: What Did Elon Mean?

    Calling The Power of The Crowd. What did Elon mean with this tweet: Btw, just want to express a word of appreciation for the hard work of the Tesla Gigafactory team. Reason I camped on the roof was because it was less time than driving to a hotel room in Reno. Production hell, ~8th circle …
  41. D

    An Open Letter about My Model X Body Repair Experience...

    Nearly two years ago, in December 2015, I was fortunate to place an order for a new Model X 90D. The anticipation of owning and driving a brand new, and at that time, relatively rare electric SUV made by Tesla had me walking on air for the six months I waited for my Model X to be produced and...
  42. Haxster

    Are Tesla cells going into non-Tesla products?

    I stumbled upon this on Amazon (see 3rd photo down)...
  43. N

    Playing earnings with options

    Tesla will presumably report in early November. I know many of you use options for trading to augment core positions in common stock. What y'all doing in that regard for Q3 earnings?
  44. A

    This Week Tesla & Companies

    This Week Tesla & Companies
  45. generalenthu

    Model 3 Delivery Estimates for Q4 2017

    This is going to be tricky with the S curve and all, so the bragging rights should be that much more valuable. I will enter my guess as 8500. Also, how this number evolves over time should be interesting to watch. You can always change your vote.
  46. C

    LIT ETF a good long term investment?

    LIT ETF has been going up steadily. I think it includes about 6% Tesla, and then others are in the lithium battery mining, production, and recycle businesses. Given more and more countries are phasing out ICE and other zero-emission tech (e.g., hydrogen fuel cell) far off and auto manufacturers...
  47. V

    Looking for suggestions on automakers to short

    I am anticipating that the move to EVs will lead to massive drop in sales of automakers that have fallen behind in the EV technology. Is anyone out there trying to profit from this trend by shorting stocks of automakers? Here is the list I found just on quick google search: Electric Vehicles...
  48. RABaby

    Life, Death, Wealth, and Taxes

    Since there was an ongoing debate that is worth having but was cluttering a more specific thread, it seemed reasonable to create a thread to collect any thoughts about taxes, as well as the related subject that is a component of them. And since taxes also involve death and they are inescapably...
  49. A

    This Week Tesla & Companies

    Wild ride. Pretty cool phrase. Nails the week Tesla and collaborative companies have had. Let's recap, shall we? Michigan still has a car industry. It's going electric. Tesla's tool and die facility, formerly Riviera Tool and Die Co., at 5460 Executive Parkway SE was among buildings sold for...
  50. RobStark

    Global Top 10 PEV Brands August 2017 YTD

    Pl WORLD .............August.........YTD.........% ..........'16Pl 1 Tesla ..................7.376....... 59.263..........9............. 2 2 BYD ...................11.269.......57.288......... 9..............1 3 BMW ...................6.128.......55.683..........9..............3 4 BAIC...