bdy0627
Active Member
They probably aren't heavily invested in options, and not that worried about the stock going up a few weeks earlier than it otherwise would. I, on the other hand, would love to hear about the ramp a little bit early.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
3Victoria
Active Member
Maybe they are. 'construction' may not necessarily include more sections on GF.
Cells for Powerwall/Powerpack are supposedly different chemistry from those for vehicles, so they are likely made on different lines (otherwise you'd have to stop the line, clean it out, then start again, in order to switch back and forth) - while Model 3 cells may or may not be having production issues, their issues (or lack thereof) do not necessarily translate into issues (or lack thereof) of ramping TE cells. Plus, it might just be that for whatever reason TE had some other constraint and thus they had slowed the ramp on the TE side previously.
Of course if, say, the supplier who makes the cans for both kinds of cells, or the caps, etc, were at fault... then they have to pick and choose whether they build Model 3 cells or TE cells.
Besides, I think the talk of ramping up for cells was in the context of building out many microgrids across many islands, essentially making the legacy infrastructure near (but not quite) obsolete.
I read that like they were going to wire it up with cat5 network cable... Struck me as a bad idea
Yeah.. Category 5 hurricane rated
Lucky Branson is a cheerful guy. Else he'd probably be pissed Elon decided to go all in on his own hyperloop just after Sir Richard wrote the $1B check.
3Victoria
Active Member
That statement is not true. Long time ago Elon said the east coast tunnel will be an underground hyperloop.
MartinAustin
Active Member
No-one with a brain on this forum takes the first post from a new account with any seriousness.
Go back and look at Q4 of 2015. The entire quarter. For stockholders, it was a mind-numbingly-stressful quarter of waiting for Model X's to get delivered, to get quality problems ironed out, and so on. It has all been taken care of. Right around two years later, we are seeing the same thing with the Model 3 - except in this case, the ramp-up is definitely occurring more quickly.
Whatever an "iPhone moment" is - who cares if Tesla misses that. They produce and deliver more and more cars every quarter. The company is growing. No-one has anything that touches the Model 3 - or their entire range of cars, for that matter.
Yes. There is essentially two ways to look at Tesla and Spacex (and Elon in general).
1) Do they hit the insanely hard goals Elon sets for himself and his companies?
2) What did they accomplish relative to competitors in these time frames.
Even "mistakes" like the Model X, where actually executed in a faster than average time-frame (including delays) relative to industry standards for bringing to market a similarly challenging product from the ground up. It only seems like a huge mistake if going by the time-frame Elon thought was possible.
Last edited:
Easy big fella. I don't care if you don't take me seriously. I was just pointing out why I felt the stock price is dipping at the moment. I do expect the stock to go up once deliveries of the 3 are rolling out to customers. I just have to decide when to jump back in.
I think it is too soon to make that call. It may not be successful, of course. I think we will probably be better informed in another year. It will take st least that long to find out.
Financially it's about even for now. Yes it is costing Tesla hundreds of millions in additional OpEx and interest each Q. But it is also bringing in fresh cash in approximately the same amount each Q by monetizing the existing solar lease. It's an internal source of capital for Tesla.
From last Q's letter:
"Additionally, in Q2, we monetized a portfolio of already deployed solar leases by selling an equity interest in those leases for gross proceeds of $313 million"
But now they have a factory just for solar products in NY, whereas before they didn't..........
What delay. They are still about 9 months AHEAD of their original Model 3 schedule. And I love the irony of someone joining the board today saying they pulled the plug for now... Yes the stock is down today, and might even touch 300. But Tesla is on the cusp of starting delivery of the M3. If you can't wait for that I'm guessing GM stock can be had for a steal today.
Cobos
Anything to do with this:
Toyota Wants People to Know It's Not Just an Automaker Anymore
Toyota robots are coming!
One reason the stock has propelled this year is the aggressive schedule. Now if you say they are ahead compared to the original schedule, then the stock should fall compared to the recent highs?
We are at a critical time in history. If leave it unchecked, AI will quickly surpass human in terms of brain power, and right after that point, AI will become thousands millions times more powerful than human brain, this vertical phase may only take weeks or months. At that time AI will work on AI, we become ants.
SoftBank CEO Son thinks robots will never surpass human in imagination. That is totally wrong. There is nothing so special that AI can not do regarding imagination. Wait after their IQ reaches 800.
Elon fully understands the risk of AI.
Last edited:
mmd
Active Member
A dozen law firms are thinking about this already, how Tesla artificially hyped up the stock with misleading and false promises. Saying that this behavior is TSLA 101 may not be helpful in the courtroom.
If there was any plan to make 100k-200k M3 in 2017, the GF should be running at 1.5 GWh/mo right now. Instead, it's probably a few MWh/month.
The lawyers will have a feast on these. But nothing to worry. Our resident expert lawyer has given his/her verdict already, All current and future lawsuits against Tesla must be frivolous.
- Status
Similar threads
- Sticky
- Locked
