2014 1 QTR predictions/results

[Johan]

"Our Supercharging network will grow at an even faster pace."

"We recently energized our 100th Supercharger, located in New Jersey, and plan to install 200 more Superchargers globally this year."

That is a very significant growth of the global Tesla Supercharger network.

Agree it's very agressive and still an undervalued integral part of the Tesla buisness plan.

When it comes to the term "Superchargers" I'm always a bit uncertain if they are talking about 200 New SC locations or 200 New individual SC stalls? The wording in the preceeding sentence though ("100th Supercharger") implies that they mean actual locations.

 

[mrdoubleb]

Sweeeeeeet

Yeah, they are pulling an Oprah... "you get a Superhcarger and you get a Supercharger and..." :tongue:

 

[aviators99]

What is that, like 60k-80k in outstanding reservations? Holy crap... Talk about being production and not demand constrained haha

No. This includes around $135MM in Model X reservations.

 

[Benz]

"Production is now at almost 700 vehicles per week, up 15% from our weekly production rate at the end of Q4."

"By the end of 2014, we expect the production rate to rise to 1,000 vehicles per week."

 

[Hogfighter]

No. This includes around $135MM in Model X reservations.

40,000 x 1,000 is 40mil. The rest are $5k reservations. That's over 32,000 reservations. Demand problem, my patootie

 

[RobotGrease]

i think its more like 1200x40k. leaves ~17000 standard reservations for Model X

 

[Larken]

At least one article is very positive among the FUD that is out in the news right now. A journalist who really gets it. Tesla Beats on Earnings and Revenue, and Everything Is on Schedule

 

[Johan]

40,000 x 1,000 is 40mil. The rest are $5k reservations. That's over 32,000 reservations. Demand problem, my patootie

Also 500 EU Sigs. And 500(?) Asia Sigs?

 

[pz1975]

Boom! Panasonic has signed on for GF!

 

[mrdoubleb]

OK, this was the "money shot", if you can say something like that for a phonecall: LETTER OF INTENT ALREADY SIGNED WITH PANASONIC ON GIGAFACTORY.

 

[RobotGrease]

Boom! Panasonic has signed on for GF!

easy there tiger.... they signed a "letter of intent". For the record, i think its in the bag too, but lets report accurately.

 

[VolkerP]

check the Model X tally thread. The 2nd post is a wiki.
Total Model X signature reservations are 1,700 and regular production 13,200.

 

[mrdoubleb]

Wow, ok, this is fun. Breaking ground on GF next month.

 

[erha]

Probably breaking ground next month for first one and next one month after. California might be back in the run again as well. These guys are moving crazy fast!

 

[arashlzy]

With all this excitement, I almost forgot - who wants to start

2014 2 QTR predictions/results THREAD?

 

[ItsNotAboutTheMoney]

Model X ramp spring

Wasn't the ramp going to be beginning in winter?
Comfirms the Q1 delay?

 

[aviators99]

check the Model X tally thread. The 2nd post is a wiki.
Total Model X signature reservations are 1,700 and regular production 13,200.

Yes, that's where I got the number from.

 

[dirkhh]

I'm not sure that you are really "proving the point", though. When VA Linux was trading at $230 there were lots of people with models that showed how the company was going to go to $500. That doesn't mean that it wasn't vastly overvalued at $230 (and six months later it traded at $7).
And to avoid being flamed to a crisp: no, I don't think TSLA is worth $7, no I don't think it is vastly overvalued at $214.98. But yes, I do believe that the current stock price is making extremely positive and optimistic assumptions.

And as a side node, no, I don't believe AT ALL in "efficient market theory". I am much more a follower of the "behavioral market theory". Which is what is influencing my posts here.

So Tesla exceeded its forecast, had no negative surprises in earnings or ER call, and therefore the "efficient market" saw its model and expectations confirmed and Tesla is trading up 2% this morning at $219.
I'm so glad I was wrong and that there wasn't a sell off because people felt that the very positive, solid results didn't live up to their expectations of perfect execution...

 

[yobigd20]

So Tesla exceeded its forecast, had no negative surprises in earnings or ER call, and therefore the "efficient market" saw its model and expectations confirmed and Tesla is trading up 2% this morning at $219.
I'm so glad I was wrong and that there wasn't a sell off because people felt that the very positive, solid results didn't live up to their expectations of perfect execution...

I'm sorry, what planet do you live on? Tesla is down 22 points (-11%) to 178...

 

[Cwin]

I'm sorry, what planet do you live on? Tesla is down 22 points (-11%) to 178...

He's being sarcastic dude.