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jstoneman
Member
Thank you for your diligence in taking those pics! We should be seeing a TON of car carriers each day! Above, somebody was asking what info we could glean from these pictures. I think there is a lot of information to be had from watching the parking lot, and we definitely saw the production decline late Feb.
dc_h
Active Member
Two things we learned, the plant shutdown and Tesla has someone monitoring the site.
Thanks for the pics.
Insight75
Member
Looks like they will end up with VIN 12K delivered by end of the month, which means around 9k M3 delivered this year over 11 weeks if you take the one week shutdown into account. Or around 900 per week. Not bad for a nice ramp up, but no where close to getting 2500/week rate at end of Q1.
Shorts will complain,and whine and make a big noise writing a ton of articles in Seeking Alpha. The bulls will ignore all that and are generally happy that the ramp is underway. Wall Street analysts and institutional investors will be split, but they won't pull the plug. Musk will tweet that the Grohmman line is almost complete and M3s will pouring out soon and will sprinkle the word, 'exponential' somewhere. Stock that was on a downward trend for a week, will reverse and pull back up. Shorts who thought they are gonna taste blood will go mad and the Seeking Alpha comments will be filled with hate words - fraudster, Elron, why is he not arrested, etc..
Shorts will complain,and whine and make a big noise writing a ton of articles in Seeking Alpha. The bulls will ignore all that and are generally happy that the ramp is underway. Wall Street analysts and institutional investors will be split, but they won't pull the plug. Musk will tweet that the Grohmman line is almost complete and M3s will pouring out soon and will sprinkle the word, 'exponential' somewhere. Stock that was on a downward trend for a week, will reverse and pull back up. Shorts who thought they are gonna taste blood will go mad and the Seeking Alpha comments will be filled with hate words - fraudster, Elron, why is he not arrested, etc..
...and if you average it over the last
...and if you average it over the last 10 years, its only 23 cars a week! Clearly a failure!!
...and if you average it over the last 10 years, its only 23 cars a week! Clearly a failure!!
mspohr
Well-Known Member
Stopped to charge at Rocklin yesterday and they had a bunch of M3s ready for delivery. Rep said they usually have about 10 waiting to be picked up.
Reddy Kilowatt
Active Member
Met with my salesman today. Talked about the 4 day shutdown shut down. He said "expect to see a production increase."
Thanks for the pictures keep them coming.
Thanks for the pictures keep them coming.
Drove by the lot this morning and seems to be filling up quite rapidly.
Dan Detweiler
Active Member
Timing the delivery of their 200,000 car with the beginning of the next quarter to maximize the tax benefits to the maximum number a people. Clearly a win!!!
Glass is half full or half empty...you chose.
Dan
There's no chance Tesla will hit 200K delivered in the US this quarter though
Dan Detweiler
Active Member
1) You don't know that for a fact and 2) the point was to address people's need to automatically assume the worst possible explanation for every new development when there are other explanations available. Glass is half full or half empty...you chose.
Dan
Nice to see those rows filling up again. Assume we got a lot of new batteries to install with the recent Semi runs. Thanks for all the photos posted!
Xenoilphobe
Well-Known Member
someone needs to do a daily drone over flight.
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