Is anyone else concerned about the number of finished vehicles parked all over the site?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
44k sounds about right since they received practically no cars due to q2 shut down and they just received their cars from q3. So basically total sold is on the backs of q1 deliveries. So that number will change dramatically a month from now, may even double.
They are upgrading the shop there but haven't heard any timelines.
And no gas station stops. Pumps are filthy even normally. I had to fuel once for my backup generator and once on a road trip in an ICE and I wanted to burn my hands after.
No. They do deliveries in bunches. You generally won’t see many finished vehicles parked on their lot as end of quarter approaches.
Here in Fremont there’s a few sites with loads of vehicles parked getting prepped to ship overseas. (Batteries drained for transport; etc.
Those lots fill up towards the beginning of the quarter...Tesla does their local delivery production towards the end of the quarter.
This is why profits and delivery numbers spike towards the end of each quarter.
nobody mentioning the possibility...
SP index and funds aren’t going to foot the bill for hft’s and hf’s gaming the inclusion
something like,
ok, we arranged for tesla to split and do offering at will up to ~10mm shares
you will respond in kind to that gesture and take it
you will not take adv of s&p and the fund providers or you will pay the price. you’ll never see another order of ours, you’ll never see another borrow, and you’ll be run out of town. we know who you are. in case you forgot, we collectively control the largest chunk of volume on the globe, we are the market, without us you could not operate...do not f with us
tsla added, volatility returns to normal for now, then we all go about our business
SP index and funds aren’t going to foot the bill for hft’s and hf’s gaming the inclusion
something like,
ok, we arranged for tesla to split and do offering at will up to ~10mm shares
you will respond in kind to that gesture and take it
you will not take adv of s&p and the fund providers or you will pay the price. you’ll never see another order of ours, you’ll never see another borrow, and you’ll be run out of town. we know who you are. in case you forgot, we collectively control the largest chunk of volume on the globe, we are the market, without us you could not operate...do not f with us
tsla added, volatility returns to normal for now, then we all go about our business
Plus this guy isn't complete yet. 300 cars a day capacity for deliveries.
Tesla Center: new delivery location with impressive up to 300-car a day capacity coming to China - Electrek
What is your count of finshed cars?
Shanghai capacity per Q2 report:
200k/yr
4k/wk
600ish per day
Even running at 80% that's 400+ cars per day.
How many days of production are sitting there?
Stretch2727
Engineer and Car Nut
So hopefully today or Tuesday for the S & P rebalancing with TSLA included. If it does not happen I guess we wait indefinitely.
Honestly looking forward to getting past the split and the S & P inclusion so the discussion can move back to the fundamentals of the company.
Honestly looking forward to getting past the split and the S & P inclusion so the discussion can move back to the fundamentals of the company.
Doesn't really help much honestly, once the mind gets going it's hard to stop on such day. Better go offline for the whole day or longer to try and find inner peace with things not playing out as desired so next time it isn't so disheartening.
I think there is so much anticipation here of S&P inclusion happening that I find it quite beneficial to step back and take in the possibility of it not hapenning and the stock plunging a lot more (I myself took it as almost given and have some on the line just for the inclusion). Focus on the long-term prospect and the mission. Hodl and sooner or later, things will be just fine.
Some of you have mentioned QuantumScape yesterday so I decided to check out their website for some info. They state they have a solid-state battery sollution close to mass market application. Which could mean possible tough competition for Tesla. So I checked their investor presentation (found in the press section of their site). Here are key points I've taken from it along with screenshots (dissmissed my worries at least for the mid-term).
First their projected efficiency is not such a quantum leap against Tesla's - their comparison real world vehicle models are by far not what Tesla is offering.
Their timeline is stretched well into 2020s with expectation of real market adoption of the products starting around 2025 in low scale
Lastly their planned output of their high-volume factory is "only" at 20GWh/year, which even with higher efficiency over Tesla's batteries is about even with what Tesla has available now (30GWh, but less energy-dense technology, that's why I say it's a roughly comparable size). With their expected 100kWh/vehicle(pack) that's only about 200k cars annually (est. full capacity at 2028) or 910k with expectation of another 70GWh factory they mention only in their financial summary probably as an optimistic outlook (starting production 2027)
It could be breakthrough technology and could go faster than expected, but in my opinion, by the time they scale their production, Tesla will have their own solid-state batteries possibly even at larger scale. They will definitely become a real player, but I don't think they're threatening tesla (in case anyone wondered)
Sudre
Active Member
Max Pain appears to have moved slightly down to $430. (old school $2150)
There are 22400 Puts with a strike of 400 so basically none were closed yesterday.
I would think THEY really really want this above $400. I guess if THEY made enough shorting the stock they might not care. This is going to be a fun battle to watch today. The MMs might actually loss AGAIN but this time on the down side. Now that means the MMs make money just not as much as they hoped. Meanwhile the longs can just laugh this off like the last time the world ended..LOL
The stock it technically still at $2000 a share! ish. I say good job on those that took some profits to balance their portfolio.
Artful Dodger
"Neko no me"
"Tesla To Increase Battery Production with $100 Million Panasonic Investment. According to Nikkei Asian Review Tesla has received a $100 million investment from Panasonic to increase battery production at the automaker's Gigafactory 1 manufacturing facility in Sparks, Nevada.Aug 19, 2020"
Plus, recall that during 2020H1 GF1/Sparks was sending ~3K SR+ bty packs to GF3/Shanghai. So that output can be redirected back to Fremont.
Cheers!
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Artful Dodger
"Neko no me"
Tesla texted me this morning with the registration plate of my Model 3 which I collect next week. Forgive me for being a bit off topic for an investment forum but it will be my first Tesla and I AM VERY EXCITED 
If you thought you were a Tesla fanatic before.....just wait.Tesla texted me this morning with the registration plate of my Model 3 which I collect next week. Forgive me for being a bit off topic for an investment forum but it will be my first Tesla and I AM VERY EXCITED
Owning the car of the future today is absolutely an amazing experience!
About 3/4 of a day's production. Very low considering logistics, batch builds of colors and features.
About half of Tesla's production capacity per day. WOW.
If you really want to be concerned you should check out the parking lots of the Legacy Dealer OEMs.
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