JRP3
Hyperactive Member
I'm sure that's exactly what happened. Elon agreed to an extra year of not being chairman for something else being removed from the settlement.
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HG Wells
Martian Embassy
As soon as the Model 3 ramp-up (incl. deliveries w. export variants) is under control, Tesla can implement several necessary improvements to the Model S/X:
1) Make a Model S/X battery pack at GF1 using as much as possible of the 2170-cell technology,
2) Use the Model 3 power electronics, ideally allowing a charge current up to the 3's 525A (i.e. up to 210 kW),
3) Make Model S/X suitable variants of the Model 3/semi motors at GF1
This should increase the profit margin on the Model S/X, free up space at Fremont and most importantly give the Model S/X improved performance wrt. charging speed and energy capacity.
Looking at the current Model S/X RWD drive unit with its large (and now outdated) power electronics package, I have to imagine that Tesla is able to create an identically dimensioned dual-motor package, for a three-motor performance variant. This would place the Model S/X in a class significantly above the Model 3. I guess this could come a bit later.
If Franz von Holzhausen has new ideas for the Model S/X appearance, then that is naturally fine too.
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dmckinstry
Model X 2019
I'd love to see this backfire even more on the shorts. I doubt they pushed this because of monetary gain (in the short term), but to attempt to destroy Tesla. If any of you actually had significant losses, you should collect just to keep it out of the hands of those(or their pawns) trying to destroy Tesla.
In my case losses are only in the taxes (and shares I'll have to sell to pay for them) I'll have to pay to cover the rollover of 180 shares from my traditional IRA into my ROTH IRA.
I think 52,000 deliveries are on the conservative side at this point. Electrek says according to their source, 51,000 were produced by Friday, so we can expect something about 52,000 Model 3 production already. That is also where @Troy ´s predictions stand.And then we know there were a lot produced but not sold in Q2 to stay below 200,000 sold in the US because of tax credit. @vgrinshpun did the maths in detail here, coming up with an estimate of more than 58,000 Model 3 delivered in Q3. The truth might be somewhere in the middle, but I am sure that we should have more deliveries than production this Q.
I don't think anyone knows this. If it were true, I believe it could trigger a disqualification of the tax credit pulling it in by 1 full quarter. And if the argument was made by the IRS, Tesla would need to show a valid reason why units were held back in Q2, which can't be to avoid tax liability. (FYI, I'm just going by what was already posted and is not advice, but also makes sense.)
It will be quite a coup if Tesla after reaching 200K at the end of Q2, sell another 200K before year end to get the full tax credits.
Not saying they can do it, but if someone can pull it off anything close to that, it will only be Tesla. GM when they hit 200K end of the year would probably sell the same rate for next two quarters.
Not saying they can do it, but if someone can pull it off anything close to that, it will only be Tesla. GM when they hit 200K end of the year would probably sell the same rate for next two quarters.
I have a question about where Model S\X margins might go. It seems to me naively that since S/X/3 are sharing large amounts of production capital that they split the associated depreciation costs among them. So does this leave open the possibility that the 3 actually raises S/X gross margins in this manner through sheer accounting? Any idea how much this could be?
I literally had a dream last night about applying for the Tesla Chair position. My resume was this forum as proof of my loyalty to Master Musk. (I called him that in the dream, maybe stemming from my martial arts past, LOL). Somehow, I snuck into a board meeting but it didn't go well for me. I woke before security arrived, but I pitched it hard!
It made sense, I'd follow Robert's Rules of Order and Tesla Bylaws, and vote with Master Musk. We'd create a 5 min delay on Master tweets, and force a minimum 5 hr sleep cycle (or board review) for any bombshells.
It made sense, I'd follow Robert's Rules of Order and Tesla Bylaws, and vote with Master Musk. We'd create a 5 min delay on Master tweets, and force a minimum 5 hr sleep cycle (or board review) for any bombshells.
Paint and body line, presumably some reused equipment for other in-house components like seats and motors.
There is nothing in the rules that says you have to deliver cars as fast as possible. And there is no tax avoidance as Tesla gets no direct benefit from the tax credit.
If the average sale price this quarter is 60k$ for the model 3, and the gross margin is 15% then the gross cost is 51k$. If we assume 60% margin for all upselling packages then the implied cost for the 35k$ model working backwards would be 41k$. If we then guess marginal op.ex to deliver a car is 3k$, then Tesla has to find 9k$ in cost savings to get the 35k$ car net profitable (And also that only 50k$+ cars configs are currently profitable).
Has anyone tried to create something deeper than hand-waving about where 9k$ could come from? That's a pretty large nut. I'm hoping for upside surprise on GM.
Has anyone tried to create something deeper than hand-waving about where 9k$ could come from? That's a pretty large nut. I'm hoping for upside surprise on GM.
Dana Hull seems to be back to her old (Tesla friendly) self:
Elon Musk's Volunteer Army Out in Force at Buzzing Tesla Outlets
Interesting tidbit:
Elon Musk's Volunteer Army Out in Force at Buzzing Tesla Outlets
Interesting tidbit:
Spitting hairs... The tactic would be in Tesla's interest (as well as the buyers) as increased sales through 3 additional months of tax credits. Not a safe position at all.
Here's just one example by lklundin, (and said by others).
Surprising there is no reference to 'Losing money on every car they sell', 'Musk the fraud', 'till no $35k car, 'being sued for pedo comment', 'much better cars from competitors coming anytime now', 'burning cash', 'erratic behavior', ...
I say Dana is slipping.. poor quality report.
So maybe you should short it some more. (Not advice or advised.)
Wow, this must really hurt. Most people here are celebrating and helping out as I did Friday with two others. I would have written the same article as it captured my feelings quite well.
If you're truly this negative, I invite you to the Tesla Service Center at 2077 E University Drive Tempe, AZ 85281. Let me know when you come as I prefer this discussion face to face. You might learn a lot about the customer, branding, trust, and values.
BOBTHEJOCKEY
Member
How can any company fail when they can sell $500 flamethrowers and get product owners to WORK FOR FREE. When was the last time you have seen such a company? Going to a Tesla store and volunteering is fun and you are doing your bit to save the planet to boot.
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