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Waiting4M3
Active Member
My guess is that they would have to deliver around 200K M3 to get to $20B revenue in 2017. I just don't see it, maybe 20K-40K is more likely.
Elon said that July production is an impossible goal. Their "pencil down" milestone in June 2016 is delayed by almost a month from when Elon initially mentioned it. So I envision Tesla starting production also at least a month late, in Aug/Sep, then taking 2-3 months to get early feedback and fix production issues, and start really cranking by Nov, getting to the rate of ~20K cars/month (~250K/year), then the last 1-2 months of 2017 full-on production gives you 20-40K.
To get to 200K M3 delivery in 2017, you would need to hit Tesla's 2018 production rate target 500K/yr, for 5 months in 2017 at that rate, that seems very unlikely. To even hit 100K, Tesla needs to be be cranking at that rate by mid Oct, still seems a stretch
Elon Musk says he is serious about tunneling under Los Angeles
I guess people don't like the talk of Elon tunneling.... SP dipped more than I expected.
I guess people don't like the talk of Elon tunneling.... SP dipped more than I expected.
3Victoria
Active Member
Actually, in early June EM said pencils down in about six weeks. Pencils down was confirmed on July 28 to be two weeks prior ... so 'on time'.
Its bad enough all the jokes about Elon-time without giving him credit for being right occassionally.
MartinAustin
Active Member
The tunnel news, Elon tweets.
I doubled down in the 253.5x
This is intense... People should see this as a buying opportunity.
We have gone from $180 to $250+ fairly quickly. I suspect a little profit taking and gap filling going on.
edit: I would add that a few of my friends thought that when the Dow hit 20K there might be a pull back.
Am I crazy at thinking the number of cars delivered in 2017 is not significant? If it doesn't deliver in 2017, doesn't mean it doesn't get sold eventually in 2018.
Supply side issues is better than demand side issues.
TrendTrader007
Active Member
Only the paranoid survive
Andy Grove
TSLA could have a Porsche/VW like short squeeze
You never know
It's entirely possible with the super high short interest and a perfect storm of positive catalysts
TrendTrader007
Active Member
I'm rooting for a pullback so I can buy moreAll I need is 200 shares to make it a nice round number so any pullback is much appreciated I'm fixing so with every $7 move in SP I can theoretically buy or lose a P100D model S
Fidelity
You end up getting half of that number. The only way you could get 2% if shares were being loaned at 4%.
You end up getting half of that number. The only way you could get 2% if shares were being loaned at 4%.
Incredulocious
LEAF → RAV4EV → Model 3 → Model Y
What? I've been getting only 1% for the same period. I think maybe you're looking at the borrowing rate, which is 2% right now. You can find a link to an overview of your loaned positions (with interest rate) at the bottom of your account positions page.
Incredulocious
LEAF → RAV4EV → Model 3 → Model Y
Oh good grief, this is not true. Just ask someone knowledgeable at Fidelity (or read your share loaning agreement) if you have doubts.
Waiting4M3
Active Member
I agree that the M3 delivery number in 2017 is insignificant, but the production rate existing 2017 would be very significant. If it's not good, it will bring back a lot of bad MX memories.
Waiting4M3
Active Member
In that case I remember wrong, it's good to see more predictability out of Tesla from an investor perspective, from a technical perspective I hope Elon keeps going hog wild on us
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