Social Chat - Short Term TSLA Movements

[Lessmog]

I thought the Gigafactory was producing cells that are physically larger (10% in height, 10% in diameter) than the 18650s used in the Model S / X. How would ramping the Gigafactory up earlier expand capacity for the Model S / X? Would they redesign the battery pack for the larger cell? Would there then be some Model S / X vehicles with the 18650 and some with the larger format battery?

Agree with Johan. ISTR seeing pix of battery winding machines, and got the impression that it's very easy to change form factor: just load a different set of foils, adjust the feeders - and go! (Somewhat simplified, for my own understanding )

Of course, this supposing we are still winding cylinders, only changing dimensions. Pouches would need a different method.

 

[c041v]

The current analyst is awful. It's grating my ears listening to him trying to salvage his question.

 

[The Blue Owl]

Indeed.

 

[chickensevil]

Did anyone see where the "Order" button went to get to the configurator?
Edit: It's back. They killed the "D" for the 60 and killed the P85.

Someone on this forums said that the P85 didn't make a lot of sense once they released the 85D, so they must have seen a BIG drop off of P85 orders when they pushed the D. It makes sense, if you want range, go for the 85D if you want performance... why wouldn't you just pay the extra to get the REAL performance?

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OMG SHUT THIS GUY UP!!! DONT SAY ANYTHING ABOUT SHARE PRICE!!!GOISKNHGJNWLENGLKWMNWMNLKE

 

[Johan]

OMG SHUT THIS GUY UP!!! DONT SAY ANYTHING ABOUT SHARE PRICE!!!GOISKNHGJNWLENGLKWMNWMNLKE

Muahahaha. He dodged that one this time.

 

[Twiddler]

Someone on this forums said that the P85 didn't make a lot of sense once they released the 85D, so they must have seen a BIG drop off of P85 orders when they pushed the D. It makes sense, if you want range, go for the 85D if you want performance... why wouldn't you just pay the extra to get the REAL performance?

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OMG SHUT THIS GUY UP!!! DONT SAY ANYTHING ABOUT SHARE PRICE!!!GOISKNHGJNWLENGLKWMNWMNLKE

Seriously, that was a very dirty question, which I think he realized mid question and tried to reel it in a little. Thankful that E did not take the bait.

 

[chickensevil]

whew... I think that was a close call... no major capital raise until *maybe* the model 3... and no comment about the shareprice. Crisis averted.

 

[ckessel]

Someone on this forums said that the P85 didn't make a lot of sense once they released the 85D, so they must have seen a BIG drop off of P85 orders when they pushed the D. It makes sense, if you want range, go for the 85D if you want performance... why wouldn't you just pay the extra to get the REAL performance?

That might have been me or at least I was one of the people saying that. Tesla clearly felt the same and killed the P85. Not sure that bodes well for my P85's resale value, but I wasn't selling for a number of years so it's academic for me.

 

[The Blue Owl]

whew... I think that was a close call... no major capital raise until *maybe* the model 3... and no comment about the shareprice. Crisis averted.

The call isn't over yet...

 

[Johan]

I'm just imagining one of these slick analysts acting like the TV detective Columbo; just at the end they'll say "Oh, there's just one more small thing... what do you think about the current stock price?"

 

[FluxCap]

Sunvisors for everyone!!! :-D

 

[Johan]

Sunvisors for everyone!!! :-D

Bear argument: How much cost will that incur?

I will definitely try to send my new visor to California to get Elon to sign it...

 

[The Blue Owl]

New article in the pipeline at TheStreet.com: "TSLA stock up $0.20 today on new Model S sun visor".

 

[Johan]

Green and Brown cancelled. Those will be collector cars. They'll probably add another 3 shades of grey though.

 

[Lessmog]

whew... I think that was a close call... no major capital raise until *maybe* the model 3... and no comment about the shareprice. Crisis averted.

BIG thanks, guys! I got into the Muzak intro for a long period, but 15 minutes before the call it went silent, totally. Refresh - no help. Try another window - no. So I'm really grateful for those written comments in near real time. Now I can finally go to bed, it's quite late here.

 

[chickensevil]

BIG thanks, guys! I got into the Muzak intro for a long period, but 15 minutes before the call it went silent, totally. Refresh - no help. Try another window - no. So I'm really grateful for those written comments in near real time. Now I can finally go to bed, it's quite late here.

I wasn't saying the call was over... I was saying that it was close that I thought elon would say something bad specifically directed at that one question toward stock price and capital raise.

 

[The Blue Owl]

I wasn't saying the call was over... I was saying that it was close that I thought elon would say something bad specifically directed at that one question toward stock price and capital raise.

Obviously. I was just saying that there's still time for Elon to say the fair value of the stock is $180.

 

[chickensevil]

Now the call is over

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Obviously. I was just saying that there's still time for Elon to say the fair value of the stock is $180.

I got that, but I don't think Lessmog got that. I think he was thinking I was suggesting that the call was over, which is why I was trying to tell him he shouldn't go to bed yet

 

[aznt1217]

So the real question is how will the media spin this call to be bad.

 

[austinEV]

well, I am very glad it went green (signficantly even) in the AH. I was cheering for it as I would a sports team as it tried to find its direction. It was a nailbiter.