I have been short term bearish, unfavorable market calendar, Geopolitical risks & Tesla missing 3Q deliveries & probable earnings first let me to write covered calls then I bought 3 separate puts that I had planned to hold till earnings release but now plan to close out the puts between $240-$230 so I wont have to deal with the 200 day moving average & other support levels.
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I have been short term bearish, unfavorable market calendar, Geopolitical risks & Tesla missing 3Q deliveries & probable earnings first let me to write covered calls then I bought 3 separate puts that I had planned to hold till earnings release but now plan to close out the puts between $240-$230 so I wont have to deal with the 200 day moving average & other support levels.
Anyone have any thoughts about/care to point out the many flaws in this report? http://advancedautobat.com/industry...ort/Extract-from-the-Tesla-battery-report.pdf
Page 21, the report suggests that GF will reach 35GW output in 2025. Elon says 2020.
The report also says scale of GF has no value and that price/kWh won't go down much.
I say its someone's fantasy. Not an intelligent report.
Two new owners reported much moved ahead delivery date by end of Sept. in "Model S Delivery Update " thread page 710. I think this is a good sign for production ramp up at least:biggrin:
"DrDave" even reported that Factory works 6 days/week at least in "Is the Factory Producing on Weekends? " thread. It's either catching up the Q3 production guidance or sort of ER beat is under way. Bottomline is Elon won't miss his promise
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Two new owners reported much moved ahead delivery date by end of Sept. in "Model S Delivery Update " thread page 710. I think this is a good sign for production ramp up at least:biggrin:
"DrDave" even reported that Factory works 6 days/week at least in "Is the Factory Producing on Weekends? " thread. It's either catching up the Q3 production guidance or sort of ER beat is under way. Bottomline is Elon won't miss his promise
If they start moving people up from October, that would indicate they have made up for the delay (new production line) and are now working on beating guidance. Very rough estimate: 1 week to go, beat of approx. 800 cars? O.k., they still have to deliver them, too... And then it could all be reshuffeling order of deliveries due to either closeness to factory or batching of certain options.
StapleGun
Member
I was under the impression that after Q1 of this year they were trying to playing the end-of-the-quarter delivery reshuffling game because it is not the most efficient way to operate. It seems odd to me that they would be doing this crazy push right now if they were already on track to meet guidance so I suspect the push is to make up for unexpected delays and simply meet guidance. Purely speculation on my part of course.
I was thinking about a similar reason for the push. Elob mentioned in the fox interview that customs clearance and other stuff could delay delivery. Just a thought.
Another possible reason for a push would be to increase deliveries in order to compensate for additional expense associated with the expanded drive train warranty. Since they originally guided to be about break-even for Q3, the additional warranty expense would push them in the red. They might have decided to use this reshuffling to beef-up their balance sheet, not just beat the delivery guidance for the sake of beating it...
If they are moving forward people in CA that's beacause those cars can still be delivered within the quarter if they can produce them. So it makes sense to move that forward instead of producing a car for e.g. Europe.
If they move deliveries up for people on the East Coast or overseas, then we can say they "ran out" of orders due to a crazy ramp. Extremely unlikely though. With the backlog they had it is physically impossible to ramp things up so that August orders are coming up for production now.
If they move deliveries up for people on the East Coast or overseas, then we can say they "ran out" of orders due to a crazy ramp. Extremely unlikely though. With the backlog they had it is physically impossible to ramp things up so that August orders are coming up for production now.
MartinAustin
Active Member
I think they enjoy beating guidance, and regard that as a special goal. There's nothing wrong with beating guidance anyway, they're trying to supply as many electric cars as possible and rid the planet of gas-burning cars, so why not? They have a huge order backlog.
This is exactly right. I believe they stuffed the pipeline and delivered what they could to parts further in the country and bumped up whatever deliveries they could in the local area.
MartinAustin
Active Member
Agreed. California orders will be delivered in the very last week. Residents of Fremont who've ordered cars will be asked to show up to the factory next Tuesday afternoon
Chickenlittle
Banned
Have you visited Fremont? I don't believe many residents can afford oneAgreed. California orders will be delivered in the very last week. Residents of Fremont who've ordered cars will be asked to show up to the factory next Tuesday afternoon
Another owner reported end of quarter push. It looks all three reside in CA and most likely pick up at Factory.
Two new owners reported much moved ahead delivery date by end of Sept. in "Model S Delivery Update " thread page 710. I think this is a good sign for production ramp up at least:biggrin:
"DrDave" even reported that Factory works 6 days/week at least in "Is the Factory Producing on Weekends? " thread. It's either catching up the Q3 production guidance or sort of ER beat is under way. Bottomline is Elon won't miss his promise
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Could it be battery cell supply more than expected and the production just needs to catch up battery cell ramp up? Anyway, as soon as TM hold the guidance as bottomline, any (small) surprise in ER is always welcome!
you would be surprised. Fremont is actually pretty big and the homes up on the hill are pretty nice
377 Guadalupe Terrace, Fremont CA For Sale - Trulia
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