A cautious bull thinking that as positive is positive in my view.
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It could be pretty difficult to extrapolate the speed of deliveries of this most recent batch of new VINS compared to the first batch of VINS.
We already know from Twig Mouse (who seems to be at least mid-level engineer at Tesla) that customers are given VIN numbers at a point when the car is somewhere along the production line (somewhat advanced point apparently). Maybe this is the same situation for NHTSA?
We also know that his car was in "pre-delivery purgatory" for a while. We also know that Tesla had to go back and fix things on seemingly "produced cars". Therefore, its possible that they had around 1334 cars at reasonably advanced stages of production that were waiting on items/fixes and so couldn't be included in the 260 cars made.
If you assume that the 1334 cars had lots of delays before going to customers, and fixes to the production line and supplier components are improving, then the time-line for delivery for the next 1000 VINS could be better.
The important info going forward IMO is how rapidly new VIN batches are deposited with the NHTSA.
We already know from Twig Mouse (who seems to be at least mid-level engineer at Tesla) that customers are given VIN numbers at a point when the car is somewhere along the production line (somewhat advanced point apparently). Maybe this is the same situation for NHTSA?
We also know that his car was in "pre-delivery purgatory" for a while. We also know that Tesla had to go back and fix things on seemingly "produced cars". Therefore, its possible that they had around 1334 cars at reasonably advanced stages of production that were waiting on items/fixes and so couldn't be included in the 260 cars made.
If you assume that the 1334 cars had lots of delays before going to customers, and fixes to the production line and supplier components are improving, then the time-line for delivery for the next 1000 VINS could be better.
The important info going forward IMO is how rapidly new VIN batches are deposited with the NHTSA.
bdy0627
Active Member
So far though, the market has yawned at the ramp delay without penalizing the stock. Unless it gets clearly worse, I don't see the stock dropping much. Too many investors don't want to miss out on what is coming. You can see it in the way the stock is behaving now. Tesla is clearly struggling a bit right now and is not where they hoped to be on Model 3 production, yet the stock is threatening to breakout. It's all about not missing out for investors now. Some were probably late to the party for the huge rise in the first half of 2017 leading up to the reveal. They don't want to be so late this time. I think the stock will rise sharply in anticipation, before the ramp is confirmed but when early signs are suggesting it is happening. It would have broken out already if not for the delay. We may be just a few weeks from that happening.
Dunno about the futures, haven't looked but...
Senate passes a budget, moving the GOP closer to tax reform
bdy0627
Active Member
Nice! Looks like the shorts messed up again. What's the definition of insanity again???
Krugerrand
Meow
Yes. The more you know, the more you realize you know nothing. When you come to that lightbulb moment in life, it's overwhelming and enlightening all at the same time. Stay away from those who think/say/believe they've got nothing else to learn for they are the most ignorant among us.
Sudre
Active Member
As far as the number as code... well. If you subtract 1134 from 2136 you get 1002 or SOOL.
An abbreviation for "$hit Out Of Luck"
There are probably about a hundred other 'codes' one can pull out of it but technically some sort of key is needed to know for sure.
An abbreviation for "$hit Out Of Luck"
There are probably about a hundred other 'codes' one can pull out of it but technically some sort of key is needed to know for sure.
Well there was no interest expressed for going to this event, so I registered for it just in case, even though I knew it is unlikely that I go. Today I received e-mail from the organizers essentially confirming that Tesla indeed has all TE hands on deck time with the Puerto Rico grid effort. Here is the e-mail:
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Nevertheless, the more you know the more likely you know more than the dumbass next to you.
Lots of luck changing their opinion, however. Divided as we are we're being trumpled. "W" tells me so.
You are a funny old cook. If I am still alive at your age, I hope to be half as funny. Truth is that their is substantial disease on the left. A complete ignorance of reality in favor of ideological cliches. I am surprised how left leaning you are for an intelligent old man, to be honest. For instance, would Weinstein be in trouble if he was good looking? Let's reflect on power and female stupidity for a moment. Let's reflect on why all nuance is lost and why they didn't stand up at the time but prefer today's narrative.
This is criminal: Pollution linked to one in six deaths
and there you have it... the "market" has shown us that all of these things going on with the company are just fine. the "market thinks"... etc. problem is... a "market" that "tells you" how healthy the company is is one where free will and randomness exists... the TSLA "market" is one where it holds at $353... closes at $356... drops to $346... snaps back to $356... etc. for months. do you think "the market" just randomly decided to pin this stock to specific numbers on $10 intervals for 2 months?... sounds stupid right?... but TSLA has acted in completely non-random and non-free ways for a very long time... so, basing the health of Tesla on the performance of TSLA is the making of 1999 all over again... yes, it should be and is a correct assumption for stocks that track to some coefficient of some valuation... but not with cult growth stocks... right?... nothing matters with them... "everyone know's" they're going to the moon!... so climb aboard and get on the money train!... because "the market" is telling us everything is OK with Tesla!
FASB guidelines state R&D should be expensed. Most auto manufacturers report it as part of COGS, lowering GM%.
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