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FredTMC
Model S VIN #4925
The improvements to the autopilot seem quite significant. But I'm unsure if the improvements will move the SP. I have my doubts.
It has been mentioned before, but the most important thing here is the fleet learning. It seems as if the fleet learning wasn't really using the radar data before V8. But now that it is included, Tesla has drastically increased the benefit of the fleet learning. Over the next few months, the Model S/X drivers will be mapping the world in radar, slowly getting more and more accurate information. This data will likely be directly transferrable to the Model 3, which means that the Model 3 will have a high-functioning autopilot right out of the box.
Add this to the pile of good news from the last few weeks:
- Solar City has 400 million less debt than expected.
- Tesla has secured 300 million in lease funding, reducing dilution in an eventual cap raise.
- P100DL means Tesla has the quickest mass produced car, with better range than any other electric or hydrogen car.
- Tesla is approaching both positive cash flow and profitability in Q3.
- No competition from Apple in the near future.
Anything else?
It has been mentioned before, but the most important thing here is the fleet learning. It seems as if the fleet learning wasn't really using the radar data before V8. But now that it is included, Tesla has drastically increased the benefit of the fleet learning. Over the next few months, the Model S/X drivers will be mapping the world in radar, slowly getting more and more accurate information. This data will likely be directly transferrable to the Model 3, which means that the Model 3 will have a high-functioning autopilot right out of the box.
Add this to the pile of good news from the last few weeks:
- Solar City has 400 million less debt than expected.
- Tesla has secured 300 million in lease funding, reducing dilution in an eventual cap raise.
- P100DL means Tesla has the quickest mass produced car, with better range than any other electric or hydrogen car.
- Tesla is approaching both positive cash flow and profitability in Q3.
- No competition from Apple in the near future.
Anything else?
Also the potential big competitor - Apple, appears to have abandoned EVs
Train crossings can use different configurations. And sometimes you have one light to the right to give special meaning for those turning. Sometimes that light can be orange (cautious turn) or red (no turn). At least that's what I have encountered.
Yeah, it's a pain that Tesla doesn't report more stuff in a standardised way.This particular information can also be found in their 10-Qs sometimes. Sometimes you have to get creative, taking total numbers for the year and then subtracting known quarters, etc.. For example
TSLA 2016Q2 10Q said:
TSLA 2016Q2 10Q said:
Why not? For the X I agree (up till now), but for the S the wait times have been fairly predictable lately meaning that there may be some impedance between VIN assignment and production but it won't be off by thousands, especially when taking over larger periods like full quarters.
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To mention the obvious. Radar doesn't see light, period. Radar can be used to see that there is a roughly traffic-light shaped object ahead, and assess the distance and direction to this object fairly accurately. That's about it it.
There will always be a need for cameras, as long as the traffic system is as it is today.
PaulRocket
Member
Well *sugar*, Tesla down in Europe by 2,5%...
Hoping it will change, right now it feels like us longs being in a tsunami of hurt.
Hoping it will change, right now it feels like us longs being in a tsunami of hurt.
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I see what you mean but disagree. Does it feel bad? SURE. But us longs are in for the long run and we know/believe in the post M3 ramp world TSLA will double (at least). Unless one of us need cash right now, we are not forced to sell. Shorts on the other hand... When the inevitable short squeeze starts they will have to cover, no choice there. Now that's a tsunami of hurt.
A falling share price is also not good for Tesla really, as the lending markets become expensive, tapping the equity markets will be needed to go forward.
Solar City raises $305M to fund solar projects:
"A private investment fund affiliated with Quantum Strategic Partners Ltd provided the equity investment, the company said.
The fund was advised by Soros Fund Management LLC."
"A private investment fund affiliated with Quantum Strategic Partners Ltd provided the equity investment, the company said.
The fund was advised by Soros Fund Management LLC."
Hopefully this relieves pressure off tesla. Equity investment terms not known yet.
It seems that there is reaction to this in pre-market. The Nasdaq Fut is down 0.68%, while TSLA came up from -1% to now +1%. This is early pre-market, but is a good sign so far...
The Soros connection is interesting, as Soros bought Tesla notes in Q2 - he definitely has some discretionary funds at his disposal as well as long term approach to pick a bargain that TSLA currently is.
"I agree. Tesla's best quarter so far has been about 17k. This quarter they are aiming for about 24k? (2k a week, 2.2k would be 26.4k). Even if they fall short it will still probably be their best quarter ever, aim for the moon, land among the stars.[/QUOTE]"
Averaging 2k per week for 12 weeks would be nice.
Though I never underestimate Elon, he may well
Go beyond that. He does not back off when challenged.
Averaging 2k per week for 12 weeks would be nice.
Though I never underestimate Elon, he may well
Go beyond that. He does not back off when challenged.
racer26
Active Member
If we don't end up green today, I don't know what to say.
SCTY gets $300M funding, so that should be a good thing.
AP Updates will make Teslas even more the safest cars on the road than they already were.
TSLA with its own $300M credit line from Deutsche Bank
AAPL backing out of the car space.
Merger recall pressure
and whatever else has slipped my mind?
SCTY gets $300M funding, so that should be a good thing.
AP Updates will make Teslas even more the safest cars on the road than they already were.
TSLA with its own $300M credit line from Deutsche Bank
AAPL backing out of the car space.
Merger recall pressure
and whatever else has slipped my mind?
Tesla doesn't need to be respectful of any investors at all, investors need to be respectful to the fact that they purchased Tesla's vision and long term plans. It you went long for others reasons, then that's on you and how well your particular strategy works out.
I thought we might be dealing with some heavy macro headwinds this morning but it seems the downward pressure on futures has eased as the morning has gone on.
larmor
Active Member
Also, they overstated debt in scty, actually SCTY is worth more...
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