Short-Term TSLA Price Movements - 2016

[kenliles]

Cap raise: check.

View attachment 175238

doesn't sound imminent to me though- just sometime this year

 

[Johan]

After Eons comment on meeting with all supplier team personally I retract all my earlier support for the notion that Elon living on the MX QC line is negative. It's pure genius, as usual. Reasoning from first principles. Duh. It seems so easy when he does it, but yet it's sociology hard.

 

[Johan]

doesn't sound imminent to me though- just sometime this year

Imminent enough to influence the stock tomorrow.

 

[ludicrousspeed]

"Close to 1 million vehicles in 2020."

 

[Tenable]

1MM vehicles in 2020.. :-O

 

[tinm]

1M vehicles by 2020? So, another factory.

 

[BornToFly]

1,000,000 vehicles in 2020!

MORE BOOM!!!!

 

[anon]

1 million/year by 2020.

 

[Cattledog]

1,000,000 cars in 2020!

 

[tanner]

So... SP tomorrow = <3

 

[techmaven]

93% of Model 3 reservation holders are new to Tesla. That's 28,000 of us owners that have reserved a Model 3. Not sure how multiple cars per owner is counted.

"S demand has increased"

 

[30seconds]

put 1,000,000 cars in your 2020 model

well, these notes are going to be interesting

 

[Cattledog]

93% of Model 3 reservations are new customers to Tesla!!!

 

[Johan]

When you grow this fast, you just cannot fund that growth from cash flow, however big your margins are (within realistic Boundaries).

 

[BornToFly]

S Demand has increased after Model 3 reveal!

BOOM is going Nuclear.

 

[Cattledog]

Model 3 is driving Model S and X orders by introducing the brand and increasing demand.

 

[The Blue Owl]

For the 100-th time from Elon: "The S demand has increased, contrary to the expectation that it would decrease due to the introduction of the Model 3".

I look forward to reading the many well-crafted arguments sure to come that Model S demand is dropping.

 

[anticitizen13.7]

Almost done with the Model 3 design, production drivetrain was in use at the Model 3 unveiling. 6-8 weeks to design completion.

WOW! The Model 3 is basically done... Production drivetrain was in the prototypes at the unveil & likely final production version ready for tooling by June, did I hear that right?

The drivetrain design being done is good news. That means the battery, inverter, motor(s), and control electronics are completed. The design being close to finalized makes sense when looking back at the Model 3 reveal, because the demo cars from that event did seem like real cars rather than concepts.

6-8 weeks would put design completion at the end of June to early August. Typically, it takes about a year to go from design completion to actual production, which would get Model 3 to a Q3 '17 initial delivery date. Beta testing/tweaks, setting up supply chains, and gearing up the production line for an order of magnitude scale-up will be an unprecedented challenge in company history.

This is all extraordinarily ambitious.

 

[BornToFly]

Elon says we can expect new plants in Europe, Asia, and another part of the world.

I'm going to faint.....

 

[JRP3]

S Demand has increased after Model 3 reveal!

BOOM is going Nuclear.