demetri
Member
They need roughly 16k to reach target of 50k. Best case is 2k a week for 24k for q, total 57k. Probably not likely, Elon said they can burst to 2k but average will be 1600-1800. Low end of that range 1600 gets us to to 52k. I think we get between 50-55k my guess is 53k. Did they disclose production for q3 or just deliveries? We may have 500+ cars not delivered that add to 4q. Barring any supply and production ramp up problems, I think 53k is doable, it means going from 11k in 3q to 20k in 4q almost double to get to 53k a tough task. But I have faith they will get to a least 50k, even if it takes a lot of overtime and weekend work. The margins will be high do to X so they can afford the overtime, so 4q numbers don't get messed up.
I have some Jan 16's so would like to see ath by end of year. Most of my investment is shares now so not worried about timing. The fourth quarter announcement of stationary storage sales and plans will be a big catalyst I believe. Hope we get some color on 3q call and we get upgraded pt numbers due to that. Still waiting for a big announcement about stationary storage with big power companies or country, India for example that solidifies it's true potential.
I have some Jan 16's so would like to see ath by end of year. Most of my investment is shares now so not worried about timing. The fourth quarter announcement of stationary storage sales and plans will be a big catalyst I believe. Hope we get some color on 3q call and we get upgraded pt numbers due to that. Still waiting for a big announcement about stationary storage with big power companies or country, India for example that solidifies it's true potential.