General Discussion: 2018 Investor Roundtable

[Waiting4M3]

Thanks, that's my new avatar

 

[elasalle]

Thanks, that's my new avatar

But isn't it copyright protected by M.Spie

 

[Jonathan Hewitt]

Tesla Motors (TSLA) PT Lowered to $185 at JPMorgan, 'Deliveries Fall Short Again in Q1'

 

[anticitizen13.7]

With all the focus on Model 3 and automobile deliveries, I wonder how the Energy side of the business did last quarter.

From what I saw on Electrek over the past few months, several storage arrays went online, as well as a small number of Solar Roofs. Is there something we’ve missed?

 

[Waiting4M3]

With all the focus on Model 3 and automobile deliveries, I wonder how the Energy side of the business did last quarter.

From what I saw on Electrek over the past few months, several storage arrays went online, as well as a small number of Solar Roofs. Is there something we’ve missed?

I'm also curious about this. I was just reading about it here

“2018 will see major growth in Tesla energy storage deployments, as the production ramp of our storage products is just as steep as with Model 3,” said Tesla. “This year, we aim to deploy at least three times the storage capacity we deployed in 2017.” Tesla deployed 358 megawatt-hours of energy storage products in 2017, and hopes to deliver 1,074 megawatt-hours in 2018.​

I think SCTY solar will be ~$1b. The 1,074 MWh figure seems to be ~$500M, not sure exactly pricing. Combined solar and storage at $1.5b seems a little disappointing for 2018, IMO. Hope there is newer info with higher figures.

 

[2virgule5]

I'm also curious about this. I was just reading about it here

“2018 will see major growth in Tesla energy storage deployments, as the production ramp of our storage products is just as steep as with Model 3,” said Tesla. “This year, we aim to deploy at least three times the storage capacity we deployed in 2017.” Tesla deployed 358 megawatt-hours of energy storage products in 2017, and hopes to deliver 1,074 megawatt-hours in 2018.​

I think SCTY solar will be ~$1b. The 1,074 MWh figure seems to be ~$500M, not sure exactly pricing. Combined solar and storage at $1.5b seems a little disappointing for 2018, IMO. Hope there is newer info with higher figures.

As a minuscule data point my two powerwalls are finally getting installed “soon”

 

[22522]

Space X is a privately held company that Elon controls.

Does the Tesla incentive focus those resources here for the greatest return for Elon?

 

[doctoxics]

Space X is a privately held company that Elon controls.

Does the Tesla incentive focus those resources here for the greatest return for Elon?

I believe Elon when he says he will be the last to sell TSLA. However, he needs shares to control the fate of the company.

 

[Curt Renz]

Bloomberg - after-hours today:

 

[sundaymorning]

Looks like the M3 ramp continues to be doing well, look at the parking lot filled with M3s. Pic was taken today 4/4/2018 at 10AM.

Found a LOT of Model 3's in a Tesla lot - Pictures inside

 

[Skryll]

Why Google is not allowed to do real business in China?

Same as why facebook and twitter are not. They don't want an engineered brexit of their own. They are not stupid.

 

[Time]

Today may have been the biggest reversal to the upside in the history of Tesla's stock.

 

[sundaymorning]

Look at those green futures. Tesla already above $288. We might easily break $290s tomo.

 

[sundaymorning]

Mercedes-Benz isn't ready to walk away from diesel

BMW is considering killing the i3 and i8 programs ahead of new generation of EVs

So much for being a Tesla killer, i3 and i8 is killing itself. Well maybe Tesla is..

Worker Killed at South Carolina BMW Plant

The news you never hear about.

 

[sundaymorning]

Trading in Europe is $289.xx

 

[jeewee3000]

Did not want to start a new thread for this, but I have a question regarding this article:

Tesla loses Model S and Model X program manager to VW in order to ‘strengthen their EV position’

Are there no competition clauses in the contracts of these people, preventing them from using their knowledge gained at Tesla for a certain amount of time at another company?

According to European contractual law these clauses are valid under the condition they are constrained in time (eg. for 6 months) and place (eg. within the U.S.A.), so most contracts contain such a clause.

To me the article above reads like Volkswagen saying: "Thanks Tesla, we are going to copy you as closely as possible with inside knowledge". I must be oversimplifying this, but would like a North American legal viewpoint on this.

 

[Mich]

Did not want to start a new thread for this, but I have a question regarding this article:

Tesla loses Model S and Model X program manager to VW in order to ‘strengthen their EV position’

Are there no competition clauses in the contracts of these people, preventing them from using their knowledge gained at Tesla for a certain amount of time at another company?

According to European contractual law these clauses are valid under the condition they are constrained in time (eg. for 6 months) and place (eg. within the U.S.A.), so most contracts contain such a clause.

To me the article above reads like Volkswagen saying: "Thanks Tesla, we are going to copy you as closely as possible with inside knowledge". I must be oversimplifying this, but would like a North American legal viewpoint on this.

I'm sure there are. But who cares if VW pays the penalty?

 

[jeewee3000]

I'm sure there are. But who cares if VW pays the penalty?

The contractual penalty can be limitless, i.e. all the intellectual property damage done to Tesla. The hard part for Tesla would be proving those damages in numbers.

 

[RobStark]

Tesla loses Model S and Model X program manager to VW in order to ‘strengthen their EV position’

Tesla hires Audi’s Senior Director of Production to build the Model 3 program

 

[sundaymorning]

Trading in Europe is $289.xx

And we just crossed $290. Markets in Europe and Asia are heavy on the green side. Futures are green as well.