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General Discussion: 2018 Investor Roundtable

Discussion in 'TSLA Investor Discussions' started by AudubonB, Dec 30, 2017.

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  1. Cosmacelf

    Cosmacelf Well-Known Member

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    Gawd, these shareholder proposals are annoying. The biggest risk, by far, to Tesla, is that a bozo board decides to replace Elon as CEO. This isn't academic. The Apple board punted Steve freaking Jobs, for a Pepsico marketing VP in the 1990s. Needless to say, that was a debacle. Apple almost went under.
     
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  2. Gerasimental

    Gerasimental Member

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    Has it started? I see nothing on ir.tesla.com
     
  3. MP3Mike

    MP3Mike Well-Known Member

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    What is the point of all of this blathering when the voting is essentially done?
     
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  4. MP3Mike

    MP3Mike Well-Known Member

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  5. Cosmacelf

    Cosmacelf Well-Known Member

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  6. RobStark

    RobStark Well-Known Member

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    [​IMG]
     
  7. Cosmacelf

    Cosmacelf Well-Known Member

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    Tesla board recommendations were approved by a wide margin. No surprise there.
     
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  8. Gerasimental

    Gerasimental Member

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  9. Cosmacelf

    Cosmacelf Well-Known Member

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    Elon shows up in a t-shirt and leather jacket. Awesome.
     
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  10. Cosmacelf

    Cosmacelf Well-Known Member

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    "Quite likely we will achieve 5,000 cars per week by the end of the month"
     
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  11. Cosmacelf

    Cosmacelf Well-Known Member

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    t1.gif

    Interesting slide.

    t1.gif
     
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  12. Cosmacelf

    Cosmacelf Well-Known Member

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    Supercharger Gen 3 expected end of year. Will accelerate SC expansion once available.
     
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  13. Cosmacelf

    Cosmacelf Well-Known Member

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    Will deploy another 1 Gwh of storage within a year.
     
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  14. Cosmacelf

    Cosmacelf Well-Known Member

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    t2.gif
     
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  15. Cosmacelf

    Cosmacelf Well-Known Member

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    t2.gif
     
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  16. Cosmacelf

    Cosmacelf Well-Known Member

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    Expecting positive GAAP net income and positive cash flow in Q3 and Q4 with no need of raising debt or equity.
     
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  17. Cosmacelf

    Cosmacelf Well-Known Member

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    Unveil Model Y in March, going into production about 2 years from now. Similar for Semi and Roadster. Semi will be better range than initially thought. Roadster performance will be better. Will have SpaceX option package :)
     
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  18. Cosmacelf

    Cosmacelf Well-Known Member

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    At cell level, can do better than $100/kWh later on this year depending on commodity prices. Long term, can get below $100/kWh at the pack level (like in 2 years).
     
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  19. Familial Rhino

    Familial Rhino Endangerous Herbivore

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    Less than $100/kwh at the cell level this year, and at the pack level within 2 years.

    Which contradicts the laws of physics, according to Daimler.
     
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  20. Cosmacelf

    Cosmacelf Well-Known Member

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    Gigafactory (Nevada) will be built for the next 4-5 years. It is about 1/3 completed now. Will be more gigafactories in the future. And future ones will be both car building and cell building. Will announce next gigafactory in Shanghai soon.
     
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