X Fan
Active Member
Re: CAPEX and cost reductions
Will that result in a slowdown of Supercharger deployments plus layoffs?
Will that result in a slowdown of Supercharger deployments plus layoffs?
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Reducing CapEx just means buying a few less robots and conveyor belts. The old ones haven't gone away. So you need more people to work them all up, not less.
If there is one analyst I fully respect and trust, it is Gene Munster. This trust is based on his 14 years track record on Apple, Tesla, and various stocks. He understands what's important and tells as is.
Could mean less Superchargers, but those are ~250k a location (warning: just some number I found on Google), so it would take a lot to move the bottom line significantly.
I think Elon is going spring cleaning on the 3rd party contractors (Jesus at the temple style).
or:
Never made a penny following any analyst, and sacanaghi’s coverage of Apple has been
Pathetic, basically always wrong. These bean counters all they do is view the world through
An excel spread sheet and pretend they can figure it out. Elon just dumped them.
As some have mentioned, he must be pretty sure production and profitability
Are within sight so that he can discard them with impunity.
Pathetic, basically always wrong. These bean counters all they do is view the world through
An excel spread sheet and pretend they can figure it out. Elon just dumped them.
As some have mentioned, he must be pretty sure production and profitability
Are within sight so that he can discard them with impunity.
Perhaps the Q1 overhang of $120 million, along with the $169 million in cash flow on accounts receivable, tips the projected balance for Q2?
If you can't find a way to do things better the next time, you're not looking hard enough..
Many levers to balance, commonality, automation, supply chain...
mutle
Member
Agreed, even though for a long time he would ask about his idea of an Apple TV set on every call, always to receive the same answer that Apple does not comment on future products on a financial call.
JRP3
Hyperactive Member
Why am I not surprised
I think I'd be concerned if you did.
sub
Active Member
Why am I not surprised
I thought someone may have suffered a brain injury up thread, fears calmed.
I can't stand "analysts" ... I listened as they predicted the death of Apple for years while I was a long.
Toni Sacconaghi is a PITA .... even with Apple ...
I don't like day traders .... sorry I realize there are many on this forum but I think they have turned WS into a gigantic roulette table. Elon's statement about not caring about them is spot on ... I don't either.
Elon is a visionary who doesn't want to deal with the in's and outs of running a public company.
Elon should NOT have been on that call ..... he should delegate that to someone and he should have been doing something ... anything else.
I totally understand his frustration and frankly got quite a kick out of hearing that .... of course I've lost a LOT of money on paper because of it .... it will come back.
FINALLY ... BOB LUTZ is a F'n moron who should just shut up ... what he knows is how to drive a car company into the ground ... GM should be 6 feet under and if it wasn't for the American people bailing them out they would be. Bob is an out of touch jack ass and CNBC should at the very least have someone on to rebut his statements. He started by saying he agreed with Cramer that they will end up in Chapter 11 ... problem is Cramer NEVER said that.(at least that was pointed out on the air) So much BS spewed by that guy it's incredible. I hope Tesla puts the nail in GM's coffin .... just like Apple did with a host of smug smartphone makers who thought they knew everything.
God Bless Elon ..... he's doing great things and he gets a pass from me to say whatever he wants. (Once again ... skip the CC and go have a nice dinner instead)
Cheers to the longs.....
Toni Sacconaghi is a PITA .... even with Apple ...
I don't like day traders .... sorry I realize there are many on this forum but I think they have turned WS into a gigantic roulette table. Elon's statement about not caring about them is spot on ... I don't either.
Elon is a visionary who doesn't want to deal with the in's and outs of running a public company.
Elon should NOT have been on that call ..... he should delegate that to someone and he should have been doing something ... anything else.
I totally understand his frustration and frankly got quite a kick out of hearing that .... of course I've lost a LOT of money on paper because of it .... it will come back.
FINALLY ... BOB LUTZ is a F'n moron who should just shut up ... what he knows is how to drive a car company into the ground ... GM should be 6 feet under and if it wasn't for the American people bailing them out they would be. Bob is an out of touch jack ass and CNBC should at the very least have someone on to rebut his statements. He started by saying he agreed with Cramer that they will end up in Chapter 11 ... problem is Cramer NEVER said that.(at least that was pointed out on the air) So much BS spewed by that guy it's incredible. I hope Tesla puts the nail in GM's coffin .... just like Apple did with a host of smug smartphone makers who thought they knew everything.
God Bless Elon ..... he's doing great things and he gets a pass from me to say whatever he wants. (Once again ... skip the CC and go have a nice dinner instead)
Cheers to the longs.....
larmor
Active Member
It's actually a great sign that a CEO is not concerned about day Traders and hourly movements and comments.... It shows that the head of the company has a long-term plan with stability.
If they make model 3s and are delayed by a couple months really immaterial because they have shown to use that time to improve the process quality and other metrics.
Meanwhile while no one is looking is stationary battery product which no one in the market seems all too concerned about the hourly production or delivery of. The South Australia project I'm sure caused a lot of heads to turn in utility companies.
Finally a lot of oil companies are starting to invest in renewable energy and they will all need some sort of storage for that energy.
So when the model 3 production catches up all the articles I'm sure are going to just say well we knew it was going to happen now let's move on to the next...
If they make model 3s and are delayed by a couple months really immaterial because they have shown to use that time to improve the process quality and other metrics.
Meanwhile while no one is looking is stationary battery product which no one in the market seems all too concerned about the hourly production or delivery of. The South Australia project I'm sure caused a lot of heads to turn in utility companies.
Finally a lot of oil companies are starting to invest in renewable energy and they will all need some sort of storage for that energy.
So when the model 3 production catches up all the articles I'm sure are going to just say well we knew it was going to happen now let's move on to the next...
Anheuser-Busch orders up to 800 hydrogen-fuelled big rigs
In addition to the size of the Anheuser-busch order, I found this quite interesting
“Nikola said it plans to charge $400,000 on average for its trucks, but tractors can be leased as well. Truck leasing firm Ryder System Inc will be providing the dealer network for sales and service, Nikola said. Ryder did not immediately respond to a request for comment.
Nikola Chief Executive Officer Trevor Milton said the company plans to build more than 700 hydrogen stations across the United States and Canada by 2028 and the company has nearly $9 billion worth of pre-orders, though its trucks are still in the prototype phase.”
800 trucks, $400,000 expected average pricing for the project (though we don’t know specific pricing for AB’s order), there seems to be something more going on here than what’s in the article.
In addition to the size of the Anheuser-busch order, I found this quite interesting
“Nikola said it plans to charge $400,000 on average for its trucks, but tractors can be leased as well. Truck leasing firm Ryder System Inc will be providing the dealer network for sales and service, Nikola said. Ryder did not immediately respond to a request for comment.
Nikola Chief Executive Officer Trevor Milton said the company plans to build more than 700 hydrogen stations across the United States and Canada by 2028 and the company has nearly $9 billion worth of pre-orders, though its trucks are still in the prototype phase.”
800 trucks, $400,000 expected average pricing for the project (though we don’t know specific pricing for AB’s order), there seems to be something more going on here than what’s in the article.
So was that the fleet Nikola referred to previously? And, given the recent Tesla Semi visit to AB, a precipitating factor in the lawsuit?
(not directed at you, Steve)
SunCatcher
Member
Jim Cramer Defends Elon Musk's Crazy Call: Every CEO Would Love To Go Off Like That | CNBC
OK, it's on YouTube now. If you haven't seen Jim Cramer's response to the CC, you MUST have a look. Cramer's on board with Musk's actions yesterday. Absolutely priceless...
OK, it's on YouTube now. If you haven't seen Jim Cramer's response to the CC, you MUST have a look. Cramer's on board with Musk's actions yesterday. Absolutely priceless...
I agree with you. If you have mastered the skill to trade well with leverage, you probably should continue. For those who keep getting wrong, I think buy and hold shares without margin is the best.
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