racer26
Active Member
Just spotted this: TSLA, FLIR, NVDA to speak at Nomura@CES next week.
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GBleck
Member
Ooooh - the poor Toshiba rep. I wouldn't want to touch that situation with a 40-foot reactor core rod.
This article is probably pushing the truth.
I bought 10kW of panels in person from a very small* manufacturer in Indiana earlier this year for <$0.32/W cash. If he could sell them at that price 8 months ago and still make a profit, big guys better have lower costs.
Quality remains to be seen obviously, but they were made from high efficiency Solarworld cells (~295-305W panels) and are so far holding up.
* Based out of an old warehouse in rural Indiana and was in the early stages of ramping production. My panels were tabbed with a fully automatic hot air machine, but he had just taken delivery of a brand new induction tabbing machine capable of 5 busbar cells.
larmor
Active Member
For perusal this weekend for EV deniers (ie analysts covering tesla): Steve Sasson and the digital camera and kodak.
This man invented the digital camera in 1975 — and his bosses at Kodak never let it see the light of day
This man invented the digital camera in 1975 — and his bosses at Kodak never let it see the light of day
So, just catching up on my TMC reading.
Does anyone have proof/links to support either the bull or bear case about production weeks in Q4?
Bulls: closed max of two weeks
Bears: Closed about 4 weeks.
My Captain Obvious observation: That is a 4k-5k difference in production.
Does anyone have proof/links to support either the bull or bear case about production weeks in Q4?
Bulls: closed max of two weeks
Bears: Closed about 4 weeks.
My Captain Obvious observation: That is a 4k-5k difference in production.
Agreed. Previous discussions estimate more than 500,000 Model 3 reservations based on Q3 financials. Tesla does not want to discuss or reveal reservations because they cannot (and may not for a decade or more) meet the demand that may ensue. Tesla is literally racing to meet the current demand. As you have stated well, once the Model 3s are out and become fully autonomous, demand will far outstrip Tesla's rapidly accelerating production. The race is on and, as shareholders and environmentalists, we are going to enjoy the ride.
One of our members who toured the factory around Christmastime confirmed that the factory was NOT closed for a week prior to Christmas, and so 1 week is all the closure in December. Thus:informed bear case: about 3 weeks and about 2K to 2.5K difference in output between bull and bear cases.
All our bets are now placed for 4Q delivery numbers. It's time to be festive as we wait for the roulette wheel to slow and proclaim a number.
Thanks.
I see in the postings that @Krugerrand is suggesting that we don't know IF the factory was closed for two weeks in October as some have suggested.
Can he/she (or anyone else) provide additional information that might point us to a correct conclusion: Open the whole month? closed one week? closed two weeks.
Not sure how reliable the model S tracker spread sheet is.. but I see a gap of about 2 weeks in the 'production start' column between customer entries during early October. Everything else looks sufficiently full including last 2 weeks of December.
T3slaTulips
Member
Mike Smith
Active Member
Tesla owner files lawsuit in California claiming sudden acceleration
I don't see why a news organization would put this on the front page of their website unless they were paid to do so by the dark forces attacking Tesla. These individual cases are made all the time against all manufactures, and there is no evidence to suggest this is a legitimate one (they almost never are).
I don't see why a news organization would put this on the front page of their website unless they were paid to do so by the dark forces attacking Tesla. These individual cases are made all the time against all manufactures, and there is no evidence to suggest this is a legitimate one (they almost never are).
Reuters has been paid to attack Tesla since 2013
They reported a two months old fire one day after ER at 2013
MODERATOR NOTE FOR ALL:
For 2017, we are going to have TWO threads to take this thread's place. The 2017 Investor Roundtable: TSLA Market Action is STRICTLY & EXCLUSIVELY for market-themed discussions. All general discussions regarding Tesla that presumably are of interest to the investment community are to be confined to the 2017 Investor Roundtable: General Discussion thread.
These two threads will open for posts whenever I get up
on 1 January. Or maybe just after we ring in the New Year. Until then, please continue to post on this, the 2016 Short-Term thread, which will shutter at the same time as the two new ones open.
For 2017, we are going to have TWO threads to take this thread's place. The 2017 Investor Roundtable: TSLA Market Action is STRICTLY & EXCLUSIVELY for market-themed discussions. All general discussions regarding Tesla that presumably are of interest to the investment community are to be confined to the 2017 Investor Roundtable: General Discussion thread.
These two threads will open for posts whenever I get up
on 1 January. Or maybe just after we ring in the New Year. Until then, please continue to post on this, the 2016 Short-Term thread, which will shutter at the same time as the two new ones open.
Unfortunately, I can't afford to do that. We have two reservations and hope to have a relative buy one before the tax credit expires. However, I would ad, for those of us within the first day of reservations each and every one of them will someday be a valuable collector's item or could be sold--perhaps at a profit--to someone anxious further down the line, of course after the appropriate wait. Alternatively, as someone else has said upthread, if the stock goes up as much as I anticipate within the year we will buy either an S or X without selling any of the stock. Given a chance, on my deathbed as I've already told my 40 year younger wife my parting words will be: "never sell the Tesla stock."
Why is everyone assuming 2k weekly production. I have been of the mind every time they shut down the line that it is reoptimized for increase production speed.
Also is the lack of EAP realease going to hurt earnings?
Also is the lack of EAP realease going to hurt earnings?
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Ameliorate
Member
Not sure, thought the goal was to end the year at a run rate of 2400/w
I was under the impression they hit that in Q2. Full production at 2.5k a week would have been 30k minus 2 weeks downtime in Q3 for whatever.
Mike Smith
Active Member
Audubonb - I'm guessing around 5-10% of what is currently being posted would qualify as market-themed. Does that seem about right and what you're wanting in that thread? Or would you expect discussion surrounding current/upcoming earnings and deliveries to be in that thread as well since they're so closely related to market action?
Ans. from Lord Vetinari: From the input I've received, I am leaning toward the former. If things don't go as swimmingly as I know all of you are heartfeltedly desiring them to proceed, I may swap a few posts thither and yon until all is right with the universe.
Ans. from Lord Vetinari: From the input I've received, I am leaning toward the former. If things don't go as swimmingly as I know all of you are heartfeltedly desiring them to proceed, I may swap a few posts thither and yon until all is right with the universe.
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