Sure good point. Hell October guidance will loom large. The point is m3 is a good car and more or less on track, if the line is truly worked out (mostly).
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Sure good point. Hell October guidance will loom large. The point is m3 is a good car and more or less on track, if the line is truly worked out (mostly).
racer26
Active Member
no.
Valid Check digits are 0-9 and X. The final step in check digit calculation is divide by 11, the remainder is the check digit. If the remainder is 10, then use X. The full formula is easily found on the internet.
5YJ3E1EA6HF999999: Free Vehicle History Report - Vehicle Specifications
That site is quite happy to accept any VIN, and is thus useless for tracking anything.
Mike Smith
Active Member
The market is looking for model x type delays. That's why even Adam Jonas is only predicting 2000 deliveries for 2017. All the experts say they didn't do enough testing for a successful launch. That's what the market believes right now.
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Usually we only get 1 consistently the very next day and that is Sweden. However it isn't as rosy as Norway's. Details here. Maybe we get the Netherlands too today but some months they are also delayed by quite a bit. Based on just the Netherlands and Sweden we should be able to accurately predict were the EU falls.
yeah... even if they do roll out slowly... Mr Market has already baked that into the "greater than all other US auto manufacturers" valuation... duh... right?... high five... &*&*( it.
Gerardf
Active Member
Seems hard to believe..
But if true ....
snafukoala
Comments (24) |+ Follow |Send Message
A friend of mine just took delivery of number 1674 in California. I guess they are up to it least that.
Posted on sa. Comment under an article of Valueanalyst.
But if true ....
snafukoala
Comments (24) |+ Follow |Send Message
A friend of mine just took delivery of number 1674 in California. I guess they are up to it least that.
Posted on sa. Comment under an article of Valueanalyst.
McMountain
Member
Austria is always out with the preliminary delivery numbers on the first working day of a month and it is 90 Teslas for September 2017, compared to 124 in September 2016 and 54 in August 2017.
For what it is worth....
For what it is worth....
VIN 1674 isn't registered with the NHTSA, so it's unlikely that's a correct number.
erthquake
Active Member
ValueAnalyst
Closed
Thank you for keeping an eye on comments to my articles and relentlessly responding to FUD. I really appreciate it.
I would warn everyone that Seeking Alpha comments section can be very contentious on TSLA, so take this with a fist of salt. Having said that, this user does seem to have made genuine comments in the past, but they started commenting in 2017, so very new. Tough to take this comment seriously without proof since TMC tracking only went up to ~500.
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bdy0627
Active Member
Thanks for the correction. Unfortunately, 1500 is frequently quoted by the media as delivery guidance from Tesla. I just did a quick search myself and here is one quote from 2 days ago: "Unfortunately for Tesla investors, Baird analyst Ben Kallo said Friday that Q3 Model 3 deliveries may fall short of expectations. Baird estimates that Tesla delivered 500 Model 3s in Q3, although Kallo speculated that delays may have pushed that number to as low as 300. Tesla had previously guided for 1,500 Model 3 deliveries in the quarter."
I think the market perception is that Tesla guidance is for 1,500 Model 3 delivered. Even Kallo seems to be preparing investors for Tesla being behind on Model 3 production/deliveries. I think here, most consider a shift to the main production line as a good indication about the ramp. However, I think it may be a jump to anticipate the market reacting so positively to these expected numbers. Kallo's numbers seem pretty accurate and yet he seems to be anticipating a negative market reaction. He suggests buying any weakness as a result of the delivery numbers. His expected S/X numbers are 25,900, which looks pretty close to what many here are expecting. I hope the market does react positively but I remain cautiously skeptical about market reaction to these numbers.
bdy0627
Active Member
Kallo doesn't expect that from the Q3 numbers yet he appears to be forecasting stock weakness from the data....
ValueAnalyst
Closed
I noticed the same disconnect between delivery vs. production expectations, so I addressed that in my article published today. I think enough people realize the difference between the two that 500-1,000 Model 3's delivered in 3Q17 should not turn into a big FUD debacle.
bdy0627
Active Member
I think the key if there is weakness on these numbers is that it is totally unwarranted and an incorrect response. Obviously, we all know that here. If the stock drops further this week, it becomes a back up the truck opportunity. Best to have some cash available.
Andrea is gone.
Andrea James and Jim Zito Join Axon Finance Team
Andrea James and Jim Zito Join Axon Finance Team
ValueAnalyst
Closed
Tesla 2nd behind Audi in Germany Tesla #2 Most Trusted Auto Brand In Germany — Brand Loyalty, Brand Status, & Society’s Conventional Car Inertia
Grabbed 12 more shares @ 340
Q3 figures are irrelevant, holding these for many years to come, but a rising SP always makes me feel warm and tingly inside.
Q3 figures are irrelevant, holding these for many years to come, but a rising SP always makes me feel warm and tingly inside.
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