TMC is an independent, primarily volunteer organization that relies on ad revenue to cover its operating costs. Please consider whitelisting TMC on your ad blocker and becoming a Supporting Member. For more info: Support TMC
  1. TMC is currently READ ONLY.
    Click here for more info.

Official: TSLA Shareholder Meeting 2016 Questions

Discussion in 'TSLA Investor Discussions' started by DaveT, May 29, 2016.

Tags:
  1. kenliles

    kenliles Active Member

    Joined:
    Jun 7, 2012
    Messages:
    3,060
    Can't edit posts in this thread I guess. I like your addendum to my question. Thanks Al
     
    • Like x 1
  2. luca

    luca Member

    Joined:
    Apr 1, 2015
    Messages:
    152
    Location:
    German
    Is model X front door's problem fixable?
     
    • Disagree x 3
    • Like x 2
  3. Oil4AsphaultOnly

    Oil4AsphaultOnly Supporting Member

    Joined:
    Mar 14, 2015
    Messages:
    1,904
    Location:
    Arcadia, CA
    #23 Oil4AsphaultOnly, May 29, 2016
    Last edited: May 29, 2016
    Given that the gigafactory pilot plant is only 14% of its final size, and thus capable of only 7GWh's, what can we expect to see in 2016 that supports shareholder confidence of Tesla's goal of making 500k model 3's by 2018?

    Edit: fixed 7GW to 7GWh
     
    • Like x 12
  4. Fallenone

    Fallenone Active Member

    Joined:
    Oct 13, 2015
    Messages:
    1,988
    Location:
    Reno, NV
    The challenges we've seen with the Model X ramp up (quality control, supplier issues, etc.) resulted in delayed deliveries and some unsatisfied early adopter customers. The service centers were also suffering heavy burdens due to the repairs needed for early Model X vehicles delivered. Although Model 3 would have a much simpler design and supposedly not be plagued with as many issues as the early Model X, there is a risk of a similar situation happening with Model 3 in late 2017, given the much higher production volume. How is Tesla planning to improve the launch of Model 3 in late 2017/early 2018?
     
    • Like x 6
    • Disagree x 2
  5. Oil4AsphaultOnly

    Oil4AsphaultOnly Supporting Member

    Joined:
    Mar 14, 2015
    Messages:
    1,904
    Location:
    Arcadia, CA
    With initial cell production (for Tesla Energy products) slated for the end of this year, when do you expect to have all supply agreements signed to meet that goal?
     
    • Like x 5
    • Disagree x 1
  6. Fallenone

    Fallenone Active Member

    Joined:
    Oct 13, 2015
    Messages:
    1,988
    Location:
    Reno, NV
    Given Mr. Musk is the CEO of two high-profile and rapid growing companies (not to mention other ventures he is taking), does Tesla see the need of installing a COO to improve the efficiency of management within Tesla? CEO bringing a sleep bag adjacent to the production line is commitment to solving current production issues, but as a shareholder I would rather not having the need of this type of "commitment" in the first place.
     
    • Like x 3
    • Disagree x 2
  7. Fiver

    Fiver Active Member

    Joined:
    Apr 10, 2015
    Messages:
    1,852
    Location:
    Utah
    Considering the now shortened Model 3 manufacturing ramp, how will this effect the Tesla energy product ramp/growth while the gigafactory is still under construction? (limited resources for battery production)
     
    • Like x 4
    • Disagree x 1
  8. Wenche

    Wenche Member

    Joined:
    Oct 22, 2012
    Messages:
    311
    Location:
    Norway
    A lot of us reserved the Model 3, and we are exited about the forward progress deducted by two years. The financing is still an open question, and you recently made a secondary. My question is: Will you need more rise of financing to get to the initial production of the Model 3 in 2017? If so, what do you need, and what would you think is the best way of rising finances?
     
    • Like x 3
  9. LargeHamCollider

    LargeHamCollider Battery cells != scalable

    Joined:
    Jan 10, 2015
    Messages:
    939
    Location:
    United States
    "Do you anticipate Model 3 margins exceeding 10% in the first year of production? "
     
    • Like x 19
  10. Curt Renz

    Curt Renz Well-Known Member

    Joined:
    Mar 5, 2013
    Messages:
    6,251
    Location:
    USA
    Dave T performed a commendable service in working with Tesla investor relations, resulting in a new thread that quashed my slightly earlier similar thread. However that left out the notice in my original post that implied we were soliciting questions of strategic financial interest to shareholders. The point was to make sure that such questions were asked, and that the limited Q&A time is not taken up by personal agendas or relative trivia.

    I remind everyone that this will be a shareholders meeting and not a car owners meeting. Specific concerns about the cars can be taken up in car owner focus groups or with Tesla technical support. Undoubtedly, Elon is already aware of more car issues than any one individual could possibly be concerned about. The limited time available for questions at a shareholders meeting needs to be focused on longer term strategic issues affecting finances and production capabilities.
     
    • Like x 22
    • Love x 5
    • Disagree x 2
  11. HillCountryFun

    Joined:
    Aug 20, 2013
    Messages:
    380
    Location:
    Texas Hill Country and Denver, CO
    When will we see a step change in the performance of SuperChargers resulting in shorter charging times?
     
    • Like x 16
  12. EinSV

    EinSV Active Member

    Joined:
    Feb 6, 2016
    Messages:
    4,318
    Location:
    NorCal
    #32 EinSV, May 29, 2016
    Last edited: May 29, 2016
    It appears that Tesla Energy will be an important part of the Company's future but the magnitude of the opportunity is not clear at this stage to many shareholders. Can you provide a rough estimate of how large a contribution you project Tesla Energy will make to Tesla by 2020 in terms of revenue, either in absolute terms or compared to vehicle sales?
     
    • Like x 21
  13. brian45011

    brian45011 Active Member

    Joined:
    Apr 28, 2011
    Messages:
    2,016
    Does moving 500,000 deliveries/year forward by two years also move GAAP profitability from 2020 to 2018?
     
    • Like x 5
  14. crikescrikes

    crikescrikes Member

    Joined:
    Jun 23, 2015
    Messages:
    46
    Location:
    Kahului, HI
    My decision to invest in ticker TSLA a few years ago was 95% based on MUSK and 5% TSLA. For shareholders, can Mr Musk assure us that he is in good health, and gets medical check-ups regularly (unexpected news would be unfortunate for MUSK & TSLA. i.e JOBS & AAPL)
     
    • Disagree x 10
    • Like x 7
  15. vgrinshpun

    vgrinshpun Supporting Member

    Joined:
    Apr 5, 2013
    Messages:
    5,886
    Location:
    PA
    I like this question and think that answer will be very telling for proper modeling of future profits, but am concerned that it is to blunt to be selected. Please don't take it personal, I just think that Elon publicly acknowledging abandoning the $250/kWh price and explaining why, is very unlikely.

    I'd like to suggest the following edit/alternative:

    "With the reveal of final pricing for Powerwall and Powerpack products on Tesla Web Site, they seem to have approximately the same gross dollar profit per the kWh of batteries used as an automobile side of the business (Model S/X). Can shareholders expect this uniformity in gross dollar profit per kWh of batteries used in Tesla Energy (TE) and Tesla Automotive (TA) to be maintained in future?"
     
    • Like x 6
    • Disagree x 2
  16. vgrinshpun

    vgrinshpun Supporting Member

    Joined:
    Apr 5, 2013
    Messages:
    5,886
    Location:
    PA
    Why Tesla's original plan for GF included 50GWh of packs, but only 35GWh of cells? This seems counter intuitive, since cells from GF are expected to have the lowest cost.
     
    • Disagree x 2
  17. FlatSix911

    FlatSix911 Porsche 918 Hybrid

    Joined:
    Jun 15, 2015
    Messages:
    6,473
    Location:
    Silicon Valley
    I will also be attending the shareholder meeting and would be glad to ask a question on behalf of TMC.
     
    • Like x 2
    • Helpful x 1
  18. vgrinshpun

    vgrinshpun Supporting Member

    Joined:
    Apr 5, 2013
    Messages:
    5,886
    Location:
    PA
    Can battery cells for automotive applications and battery cells for Energy Storage applications be manufactured on the same production line at the GF? How long it would take to switch battery cell production over from the Energy Storage to Automotive application?
     
    • Like x 9
    • Disagree x 1
  19. doctoxics

    doctoxics Member

    Joined:
    Mar 26, 2014
    Messages:
    523
    Location:
    Davis, CA
    Some questions to consider for the Annual Meeting:

    Are the batteries in the Model 3 reveal cars the same technology that will soon be produced in Gigafactory1?

    Have safety tests been conducted on the Model 3? If not, when will they be done and when will we learn the results?

    When will Phase II construction begin at Gigafactory1?

    When can we expect to have a 100 kwh battery and folding middle seats in the Model X?
     
  20. Fiver

    Fiver Active Member

    Joined:
    Apr 10, 2015
    Messages:
    1,852
    Location:
    Utah
    This question also intrigues me. I'd expect them to announce at the shareholder meeting or perhaps at the grand opening. With the model 3 ramp up looming they better break ground quickly on the next sections of the factory.
     

Share This Page

  • About Us

    Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.
  • Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


    SUPPORT TMC