Short-Term TSLA Price Movements - 2013

[everman]

really? they are building a hell lot more Model S in 2013 than 2012... aren't they suppose to ramp up production to meet demand? how do you achieve that by decreasing capital equipment?

Capital expenditure is not the same as materials making up WIP (work in progress). They spent more money last year buying equipment to complete their manufacturing line than they did this year. Once your manufacturing line tooling is purchased and installed, you optimize process flow and supply chain management to ramp up production. Capacity increases have less and less to do with big equipment purchases.

 

[InTheShadows]

so they bought capital equipment (some of which are robotics, which like any technology depreciate with age)... and waited for the battery supply to catch up? really? there is no shortage of robots or other car construction equipment... why didn't tsla wait for battery delivery, then order capital equipment? BTW, i don't think that's the reason why capital equipment charge went down yr-over-yr.

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you make a valid point. make more with the same equipment.

It could be a deal they negotiated with a manufacture. Perhaps they got a 40% discount if they ordered everything in one shot. Or had to order X number of units for the manufacture to build them. It's not a stretch to go for that deal if your plans are to put it into service in a year.

 

[hockeythug]

Is there scheduled time for when Musk is gonna talk at the Dealbook conference? CNBC just keeps saying later.

 

[GravityPull]

Martin Austin
do you mind clarifying what you meant here:

>>>>>"I believe the fire stuff is wearing off, and in fact I believe that in the unlikely event there is a fourth fire, of any sort,....."

do you mean we're unlikely to have a fire today? Next week? Next 6 months?

 

[GenIIIBuyer]

Maybe Elon will encourage all Tesla owners to volunteer at the Adopt-A-Highway program!

 

[tftf]

CNBC just keeps saying later.

No wonder they don't give exact time frames. Otherwise no one would watch that crappy network in between the few interesting segments, at least not with sound on :tongue:

 

[kenliles]

No wonder they don't give exact time frames. Otherwise no one would watch that crappy network in between, at least not with sound on :tongue:

exactly my thought- I'd rather watch here, then turn it on when someone posts up

 

[tftf]

Musk's interview is listed here at 4:50 PM NYC, I guess it's that one:

IGNITION 2013

Or is it a separate appearance on CNBC?

 

[Chickenlittle]

Maybe Elon will encourage all Tesla owners to volunteer at the Adopt-A-Highway program!

Always wondered about that when I see a highway with posted sipped 65. Sign adopted by.......does that mean they really clean debris off the road at risk to life

 

[TSLAopt]

Musk's interview is listed here at 4:50 PM NYC, I guess it's that one:

IGNITION 2013

Or is it a separate appearance on CNBC?

Im sure it will be separate before the 4:50 appearance

 

[Mario Kadastik]

Whoever's in the US and able to watch/capture the CNBC segment, can you please upload it somewhere and post it here and in the Videos thread. Thanks. Depending on what timezone and how late it could be middle of night here in EU and I'd still want to see it when I wake up in the morning.

 

[Gtoffo]

Looks like Elon's interview will be coming after market close. And the program ends at 5pm.

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Confirmed: Elon up next after the bell.

 

[FredTMC]

Looks like Elon's interview will be coming after market close. And the program ends at 5pm.

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Confirmed: Elon up next after the bell.

cnbc saying he is on in a few min. Probably during mkt close

 

[Curt Renz]

Whoever's in the US and able to watch/capture the CNBC segment, can you please upload it somewhere and post it here and in the Videos thread. Thanks. Depending on what timezone and how late it could be middle of night here in EU and I'd still want to see it when I wake up in the morning.

Mario, go to Stock Market News, Business News, Financial, Earnings, World Markets - CNBC. They usually post video of segments an hour or less after they were live.

 

[Bonken]

Whats he saying whats he saying whats he saying!?!?

 

[hockeythug]

-Currently is talking about the fires. Says the media reaction has been unreasonable and wrong.

-the MS in mexico hit with the kenatic force four times the capacity of the car.

 

[masontrang]

Whats he saying whats he saying whats he saying!?!?

Live here!
http://sc.cnbc.com/applications/cnbc.com/static/livestream/flash_new.html

 

[Mario Kadastik]

IB news lit up with Street Insider claiming Musk said definitely no recall.

 

[maekuz]

From the 10-Q (p. 24):

While we continue to ramp production, in the near term the increase in cell capacity from our supplier is a key constraint that we are managing.

"Near term" seems to be Q4 2013 since in 2014 the new agreement with Panasonic will kick in.

http://www.sec.gov/Archives/edgar/data/1318605/000119312513435480/d588506d10q.htm

 

[Johan]

Cnbc Stream | Cnbc live | Cnbc live stream | Cnbc Live Streaming | Shows Corner

Not doing great in the intervue so far IMO. Talking the pseudo-statistics about number of fires v.s. "gasoline cars" which is bad statistics and poor comparisons. These are new cars on the road, please compare to new A7 or 5/7-class BMW etc. Hope he gets to talk tech, that's where he shines.