doggusfluffy
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Has anyone got a theory explaining the SolarCity volume today? Approaching 9m volume and down $.32 or so.Nice heavy volume again today. If it beats yesterday's 6.2m that would be great
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Has anyone got a theory explaining the SolarCity volume today? Approaching 9m volume and down $.32 or so.Nice heavy volume again today. If it beats yesterday's 6.2m that would be great
This was one of those "It pays to be a TMC stalker" moments. The nice thing is, as long as you know roughly when you reserved the Model III, you can get a rough estimate of where you fell in the que, before adjustments for geography, Model S/X, Roadster ownership, etc. Feeling pretty confident of being within the first 20-30k after the employees.
On a separate note, still waiting for the P100 shoe to drop - does it strike anyone that the gigafactory opening would be an ideal time for this?
As has been explained maybe a dozen times in the thread, those who reserved multiple cars started with a number around 500000. Those who ordered one started around 350,000.And before adjustments for something wonky happening - my friend who I was in line with, who I put my order down mere seconds after (at different terminals in the store), has a number 110k lower than mine (though my two orders are just 2 numbers apart). I'm an owner, he's not. So, the data probably isn't perfectly correct, or if it is, something weird happened with mine
As has been explained maybe a dozen times in the thread, those who reserved multiple cars started with a number around 500000. Those who ordered one started around 350,000.
Agreed. Looks like we can drill down further to deduce that the samsung cells are specific to powerwall, within TE...I think the Samsung SDI deliver is just an indication that they need batteries and many of them. They have at-least three different applications now: current s+x form factor and chemistry (panasonic only for now), upcoming model 3 form factor and chemistry (confirmed to be panasonic only) and then TE which could be one or more form factors and chemistry depending on powerwall and powerpack if they are the same.
So there is an explosion in battery cells needed, so they better secure suppliers to all these ventures and the best way to do what would be to get more companies involved besides Panasonic. It is a great sign and not an indication of GF problems or falling relations with Panasonic.
I think Tesla does not care all that much where their cells come from. The important thing is to gain market share fast.
No you can't. And that article contains multiple inaccuracies. For example:Agreed. Looks like we can drill down further to deduce that the samsung cells are specific to powerwall, within TE...
The Only Explanation for Tesla's New Supply Agreement With Samsung
That doesn't match what Elon and JB said at the shareholders meeting. Current plan is to produce a lot more than 15 GWh (cells and packs) for TE at the GF.o if the Samsung cells are not destined to make their way into vehicles, where else could they go? The only answer is that Tesla intends to use the Samsung cells for Tesla Energy products. Keep in mind that the Gigafactory's long-term targets have always been for 35 GWh of cell production and 50 GWh of module and pack production. That necessitates second-sourcing cells to put into packs that are assembled at the location.
No you can't. And that article contains multiple inaccuracies. For example:
That doesn't match what Elon and JB said at the shareholders meeting. Current plan is to produce a lot more than 15 GWh for TE at the GF.
Elon tweeted that they will use them for TE.I think the only thing that is confirmed is that they won't be used for Model 3. It is still possible they could be used for Roadster and S and X. Eventually I suspect S and X also will use the new format that 3 will be using.
TE feels the most likely to me. We know that TE requires a different cell type and we know the demand seems to be there already, and we also know that GF is not ready to produce in volume yet.
I'm aware of the 3X capacity statement. However, 35/50 vs 105/150 cell/packs at 3X(they did not specify which is 3X), it still seems they run short of required cells vs Packs capacity. So why wouldn't they buy cheap cells from Samsung for TE Powerwall, if the cells that they can make at the GF are yielding much denser and higher capacity cells than what Samsung has at the lower price point? I know your hang up is the <$100 cost once GF starts churning out cells/packs, and I fundamentally agree with your views. That said, is it possible they will be so focused on ramping up production of 20700 cells for TM in the foreseeable future(and Powerpacks), that they don't want to produce downgraded cells at the GF at less margin for the powerwalls?No you can't. And that article contains multiple inaccuracies. For example:
That doesn't match what Elon and JB said at the shareholders meeting. Current plan is to produce a lot more than 15 GWh (cells and packs) for TE at the GF.
Elon tweeted that they will use them for TE.
They signed a contract with LG Chem to provide packs for the roadster, but JB said "we" are producing roadster packs.
Can someone recap near term catalysts?
- Production hitting 2,000/week by end of month
- Gigafactory Grand Opening? meh.
- Model 3 event sometime later this year? Hm.
I'll also add a few that aren't official but could very well happen in the next few months:Q2 Deliveries annouces by July 3rd. Hugely stock moving.
Q2 Deliveries annouces by July 3rd. Hugely stock moving.
Are you feeling as chipper and optimistic about a probable beat as I am on this? Really sounds like production is close to 1k/wk already.Q2 Deliveries annouces by July 3rd. Hugely stock moving.
I wonder how many would need to be sold for non GAAP profit or cash flow positive. Anyone do the math yet?
One thing to be aware of - the SEC has recently provided guidance indicating that non-GAAP measures are going to be scrutinized more heavily and that GAAP metrics will need to be featured more prominently in earnings releases. It's an open question as to how companies will respond (remove mentions of non-GAAP measures? Do nothing? Feature GAAP measures in the headlines and still mention non-GAAP stuff, just less prominently? Probably the latter).Are you feeling as chipper and optimistic about a probable beat as I am on this? Really sounds like production is close to 1k/wk already.
Do you think we go past 17k? If so we should see some upward movement after July 3.
I wonder how many would need to be sold for non GAAP profit or cash flow positive. Anyone do the math yet?
215XX produced, 183XX delivered.Tesla has guided to 17,000 deliveries and 20,000 production. I think Tesla is poised to beat both numbers based on all the anecdotal evidence of significant uptick in deliveries.
Any guess on actual numbers?