2015 Q2 Discussion thread for Delivery numbers, Earnings Report and Conference Call

[hobbes]

In in other news, has anyone seen the supposed leaked photo of the Model 3 mock up?

Haven´t seen it - do you have a link? Thanks.

 

[Foghat]

I'm curious about power wall sales as well. I submitted my request the day of the announcement and still haven't received an email or phone call. Stating they received "x orders" is misleading if tesla is counting people like me.

They have to to be already in production or very near initial production on orders if Solarcity has stated they will start powerwall installs in October, start of Q4. My impression is tesla already has "pre-sold" the initial powerwall production target to Solarcity select "new pv customers" in California. I think we should hear Elon talk about how production ramp is going on powerwall&powerpack, and if positive, think he might mention 2016 ramp up magnitude as well.

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Haven´t seen it - do you have a link? Thanks.

This could be Teslas Model 3 double-sided mockup - SlashGear

there is a cover over it, but if you look closely you can see a little bit of a homage to that iconic Austin Martin grill.

 

[MartinAustin]

I was looking at the commodity price graphs for the metals that Tesla uses in its production... cobalt and lithium have remained more or less the same over the last year, but copper, steel, aluminium and nickel have all been in a noticeable, significant decline:

1 Year Nickel Prices and Nickel Price Charts - InvestmentMine

1 Year Copper Prices and Copper Price Charts - InvestmentMine

1 Year Aluminum Prices and Aluminum Price Charts - InvestmentMine


I concede that my research isn't that comprehensive or scientific, and Panasonic's costs play a factor in how much Tesla pays for 18650's.

But... these cost declines cannot be in Tesla's projections. The markets for metals could go anywhere... down or up. Does anyone agree that the price declines must surely help TM's gross margin?

 

[wallet.dat]

This could be Teslas Model 3 double-sided mockup - SlashGear

Hopefully just an experimental mock up. Elon himself said that it would not be a weirdmobile (2nd covered car from the far right). The 1st covered from the far right looks like it has a sleek low profile though, worthy of being a BMW 3-series competitor

 

[McMuggets]

Here's a live blog of the earnings right now:

Live blog: Tesla to report second-quarter results - The Tell - MarketWatch

 

[InsaneDriver]

The conference call will be at 02:30 PM PT but how long before that do the letter use to come up one the site? Is it an half an hour or one hour before the call?

http://files.shareholder.com/downloads/ABEA-4CW8X0/522299673x0x843991/DCDCCFDA-0709-405B-931A-B2F48A224CE8/Tesla_Q2_2015_Shareholder_Letter.pdf

 

[wallet.dat]

Yahoo Finance says they reported only a $0.48 loss vs $0.59 expected. Really amateur headline though, "Tesla's outlook is a major disappointment and now the stock is tanking". Seriously? That's something I'd expect to read in some AOL chat room.

Tesla's outlook is a major disappointment and now the stock is tanking - Yahoo Finance

 

[RobStark]

there is a cover over it, but if you look closely you can see a little bit of a homage to that iconic Austin Martin grill.

The Model S is a basic Aston Martin silhouette with Tesla's signature nose cone.

I wonder what Aston Martin CEO and EV enthusiast Andy Palmer thinks of Tesla using an Aston Martin silhouette plus Aston Martin front fascia for the Model 3?

BTW What is this Austin Martin you speak of ?

 

[tinm]

Yahoo Finance is Finance for Yahoos, I've concluded. I've used it for 20 yrs but am moving away. Stock quotes now delayed again, headlines laughable, sources for headlines increasingly unreliable.

 

[jeffro01]

Someone shut this first guy up... Holy crap....

Jeff

EDIT: Talking about the call itself and the first person asking questions.

 

[tinm]

I was about to post an expression of high dudgeon but your EDIT freed me from having to do so

 

[strangethingintheland]

I think they took this person first because he is the replacement for the previous Bank of America analyst, who was so negative on Tesla that they relieved him of his TSLA duties.

 

[tinm]

Trip Chowdry... I don't think all his elevators go to the top floor.

 

[jeffro01]

Holy crap, someone shut this guy up now as well...

SOMEONE ask about when the Design Studio for the X is going live...

Jeff

 

[MsElectric]

Trip Chowdry... I don't think all his elevators go to the top floor.

His elevators are on Autopilot

 

[RobStark]

"Is selling to ride sharing services a real business opportunity or will you just eliminate the middle man and sell autonomous electric mobility directly to customers."

Elon " That is an insightful question. It is best I don't answer that question."

 

[jeffro01]

"Is selling to ride sharing services a real business opportunity or will you just eliminate the middle man and sell autonomous electric mobility directly to customers."

Elon " That is an insightful question. It is best I don't answer that question."

Yeah that was interesting...

Jeff

 

[BoerumHill]

Trip Chowdry... I don't think all his elevators go to the top floor.

He's a legend. Probably got more APPL calls wrong than any analyst in history.

 

[kf93]

"Is selling to ride sharing services a real business opportunity or will you just eliminate the middle man and sell autonomous electric mobility directly to customers."

Elon " That is an insightful question. It is best I don't answer that question."

They have to be years away from the concept of a self driving taxi with no driver. I don't think the public is ready for that for a while. Autopilot is driver assistance not driver replacement.

 

[jake-]

It's been nearly a year since they announced autopilot, and yet no one seems to understand that autopilot =/= autonomous driving? I swear, we had several questions at the shareholder meeting about it, and now this GS guy comes along asking this.

*sigh*