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jhm
Well-Known Member
Yep, the race will be to build out the first 10 GWh capacity. That will be worth about 1300 jobs and 100k cars. All the states will have to keep playing for the next 1300 jobs and so on. Genius.
I repeat my clarification:
Meanwhile, I agree that that the intent is to complete a number of Gigafactories in staggered fashion.
Hogfighter
Professional Lurker
Back to the topic of stock price.....
It appears that negative pressure will continue on TSLA the longer time passes with no update on the GF. It will be interesting to see if there is an update before Q2 earnings, which is a month away.
It appears that negative pressure will continue on TSLA the longer time passes with no update on the GF. It will be interesting to see if there is an update before Q2 earnings, which is a month away.
NigelM
Recovering Member
Mod Note: discussion on response to the WH petition went here -Response-to-WH-petition-PLS-MERGE - for merge into the main discussion.
Thank you everyone for keeping the discussion civil and non-partisan.
Thank you everyone for keeping the discussion civil and non-partisan.
pz1975
Active Member
Two important news items told to me by a high-up at a local SC:
1. Model X reveal will occur at the Detroit Auto Show. I asked if this is certain and he said the information came from someone "very credible" in the company and that he was sure it was true. It makes sense in terms of timing with Q2 as the expected time for deliveries to start.
2. I asked about why wait times suddenly increased to 3/4 months recently. He said it is because they are shutting down the lines at Fremont for 1 month in order to completely re-do them to make them much more efficient. I then asked about making guidance and he said that the new lines will be significantly more efficient and allow them to make up for the shut down time in order to meet yearly guidance (said he was "optimistic" of this). I didn't ask specifically about Q3 guidance but I think it might be guided lower because of this (with yearly kept the same).
1. Model X reveal will occur at the Detroit Auto Show. I asked if this is certain and he said the information came from someone "very credible" in the company and that he was sure it was true. It makes sense in terms of timing with Q2 as the expected time for deliveries to start.
2. I asked about why wait times suddenly increased to 3/4 months recently. He said it is because they are shutting down the lines at Fremont for 1 month in order to completely re-do them to make them much more efficient. I then asked about making guidance and he said that the new lines will be significantly more efficient and allow them to make up for the shut down time in order to meet yearly guidance (said he was "optimistic" of this). I didn't ask specifically about Q3 guidance but I think it might be guided lower because of this (with yearly kept the same).
sure he was talking about the Model X?
TESLA: We Will Probably Reveal Our Mass Market Car At The 2015 Detroit Auto Show
TESLA: We Will Probably Reveal Our Mass Market Car At The 2015 Detroit Auto Show - Business Insider
TESLA: We Will Probably Reveal Our Mass Market Car At The 2015 Detroit Auto Show
TESLA: We Will Probably Reveal Our Mass Market Car At The 2015 Detroit Auto Show - Business Insider
Your source loses credibility right there, since the plant will be down for only 2 weeks (beginning the end of next week). We have learned in the past that people at the stores and SC's may not be in the know, but for some reason try to pass along info as if they were.
Not so sure about that. I know someone that had a factory tour and was told they had to postpone for a full month.
It is also quite possible that a line will be down for two weeks, yet the factory, due to work on a second line, will be closed a month.
100% positive factory is not planning to shut down for a month. Factory tour being postponed a month bc they do not want to bring people through right after they start back up. If factory was down a month, tours would be postponed longer than that.
pz1975
Active Member
I'm just passing on what I heard. He seemed pretty sure but you are right - hard to know for sure.
PZ: Thanks for the info but I hope your source is incorrect. Waiting to reveal the X in Jan 2015 would mean that actual production of Founders and Sigs would not begin till after that time. While we all know about 'Tesla Time' I would hope the reveal would happen in Q3 2014, Q4 at the latest. It would appear that TM has enough cars in the pipeline to help Q3 delivery numbers with the factory shut down for 2 weeks and I hope that is all it is.
I had two well placed TM employees ( one local/one in Freemont) tell me that the 'super X AWD' would be unveiled in Q2 2014 back in the fall of 2013. I am still waiting:biggrin:
JRP3
Hyperactive Member
I thought the original plan was to shut down the line for 10 days but the factory would remain operational.
Actually why can't keep the 1st line operational while installing the 2nd line? resource issue? But I believe TM started to hire more workers a couple of month ago.
JRP3
Hyperactive Member
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