Stimulus I read earlier today, this is what they're waiting for, not so much the election... I note other tech stock have low volume too, it's no just $TSLA, just that $TSLA has the most active options market, so more to gain by the manips.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Stimulus I read earlier today, this is what they're waiting for, not so much the election... I note other tech stock have low volume too, it's no just $TSLA, just that $TSLA has the most active options market, so more to gain by the manips.
Lol people here are not only gain addicts but volitality addicts. Certainly I guess we are all in the right stock.
UkNorthampton
TSLA - 12+ startups in 1
Haven't Tesla got themselves some (relatively) small space nearby? Size compared to Kato Rd?
Perhaps 4680 cells will be produced near the Berlin Gigafactory a bit sooner? As long as yield is above a threshold and especially if testing finds bad cells straight away, it's worth getting cell lines going.
That might explain why cell production was taken out of Berlin Gigafactory plan - build them ahead of time at a temporary location, refine and put in extra lines (with a different footprint and design to original plan) at the Gigafactory. This allows Grohmann & ATW (?) engineers to start working now, relatively locally, really ironing the bugs out of it/increasing yield.
German 'Kato Rd'-sized facility can then switch to an automation improvement lab. Info fed back to USA in time for Texas opening.
If Elon want to bring things close together, then I seriously doubt 4680 cell line will be in a separate building. Cell creation, then to pack, then to casted front and back, then to the rest of assembly. Everything will be in one line. I believe this is the reason why they want to reduce cell line production foot print as small as possible so it can be attached to the assembly line.
WHAT THE ______ is a “FORAA”?????? Why doncha do some speeltchek like us do?
Wrote no nice Moderator ever.
Todd Burch
14-Year Member
Wow. We are on track for less than 50% of the average volume. That's really light.
do you mean at TMC or Nasdaq?
On Benzinga:
Elon Musk Shares Tesla's Unibody Repair Strategy
10:22 am ET October 8, 2020 (Benzinga) Print
Tesla Inc's (NASDAQ: TSLA) Model Y uses a new body, made of large single stamped pieces. This reduces weight, eliminates hundreds of parts, saves costs, and makes production faster. The question about collision repair is often asked.
Now, Elon Musk has shared how Tesla will tackle the problem of repairing one large structure in a car. The CEO says the crash absorption rails can be cut off and replaced with bolted-on pieces. Crash absorption rails are built into the car for the purpose of absorbing the energy of an impact. But in more serious accidents, other parts of the vehicle may be damaged as well.
The crash absorption rails can be cut off & replaced with a bolted part for collision repair
Elon Musk Shares Tesla's Unibody Repair Strategy
10:22 am ET October 8, 2020 (Benzinga) Print
Tesla Inc's (NASDAQ: TSLA) Model Y uses a new body, made of large single stamped pieces. This reduces weight, eliminates hundreds of parts, saves costs, and makes production faster. The question about collision repair is often asked.
Now, Elon Musk has shared how Tesla will tackle the problem of repairing one large structure in a car. The CEO says the crash absorption rails can be cut off and replaced with bolted-on pieces. Crash absorption rails are built into the car for the purpose of absorbing the energy of an impact. But in more serious accidents, other parts of the vehicle may be damaged as well.
The crash absorption rails can be cut off & replaced with a bolted part for collision repair
We would have been less than 50% the last two days if it wasn't for the macro dump on Tues and then the reactions to the tweets yesterday.
Someone mentioned above that the whole market is having light volume until the election which, while true, is nothing compared to how light Tesla's volume has been for weeks now.
Todd Burch
14-Year Member
We do know that there are many moving parts in factory development in all locations, including Fremont, GF-1 and GF-2. Elon regularly makes cryptic comments about how crucial supplier planning is and how consequential supplier failures are. The logistics alone is mind-boggling, exacerbated because Tesla has very little Tier One style suppliers. Elon has alluded to ramp-up issues frequently.
My uninformed guess is that much of those problems ahem been diminishing now that Tesla is large enough and growing enough to attract the ver best supplier talent and attention, which was NOT true even three years ago. From my perspective the Shanghai startup performance has been stunningly good. Model Y launch has been a vast improvement over Model 3. Given that, it is not really surprising that Germany seems to be building out faster even than Chain and that Austin may be equally fast.
A key difference is that recruiting for China, Germany and Texas all are benefitting by large supplies of qualified people who are often not convinced their current employment is stable.
We need to find a way to quantify these issues from a P&L and Capex perspective. Capex efficiency is obviously one of the largest benefits of Elon-speed. The pace of materials innovation and factory innovation is producing transparently obvious cost reductions in CAPEX, materials costs, building speed and on to warranty costs. This all is true for every product category from TE to Superchargers to every vehicle.
In the short term several of us are stellar including @The Accountant @Mr Miserable @Papafox and dozens of others who have great insights in a vast variety of subjects.
Were we to be practicing our insights for public use we would be formidable. As it is we are generating highly profitable insights for each other.
Thanks to all of you from my family, accountants, lawyers, brokers and banks.
UkNorthampton
TSLA - 12+ startups in 1
One cell line - for German production engineers to work on today and perfect for production lines (plural) in Gigafactory next year and feed back improvements to Kato Rd/USA/China in a period where German automation engineers can't easily get to USA. It's just down the road anyway. I can't find the location.
There are likely to be lots of automation engineers without work at the moment in Grohmann, ATW and elsewhere (so they can be recruited). Ideal time to get a test line up and running.
You know that that is the correct plural form, thus you should have said "are" rather than "is a"WHAT THE ______ is a “FORAA”?????? Why doncha do some speeltchek like us do?
Wrote no nice Moderator ever.
How to Use Fora vs. forums Correctly – Grammarist
You are correct that I did err by adding a redundant 'a'. Sorry
Pezpunk
Active Member
not gonna lie, that repair strategy sounds absurd. body shops are going to saw off chunks of the casted body, and bolt on new segments? i am very doubtful that will happen with any regularity or be remotely viable financially.
It's a good thing Teslas dont crash very often and will crash increasingly less often over time, because these battery structure and frame optimizations are reducing the modularity of the vehicle, and thus making it far more likely to be declared a total loss after an accident. the industry has been moving in that direction for a long time anyway, but these highly optimized designs exacerbate that trend to the extreme. ultimately it's a wonderful and revolutionary improvement, but decreased reparability is a legitimate downside.
More totaled vehicles, thus more battery packs for the DYI crowd.
Last edited by a moderator:
Todd Burch
14-Year Member
It's very possible that the cast structure is stronger than the equivalent parts today, so an accident would probably already need to be fairly severe to damage it, meaning you're already going to have significant repair work in that type of accident anyway.
Yes, it's different. Yes, it might have problems. But that could be why nobody else has pursued it much. It may actually turn out to be better for the rare cases where there are heavy accidents.
Probably lots of engineers never fully considered the thought out fully--they hit the "that's a bad idea" block early on and their brain stopped. Often times, closed thinking is the only impediment to a revolutionary idea.
wow, since it worked so well in Fremont, they must be anticipating so much demand at Giga Berlin that they're already building a tent for the overflow GA.
https://twitter.com/RalfThomas/status/1313958705021489152
View attachment 596499
Likely for equipment/machines coming before the actual buildings are ready. There was some painting equipent spotted in a hall just off the GF Berlin grounds a few weeks ago.
...Harder to repair already on Model3. a friends P3D quarter panel damage resulted in $20k repair cost covered by the insurance. Absurd cost. That may be one of the inhibitors for use in police cars.
My hope is that tesla insurance creates the positive feedback loop to rectify the situation in the future.
When my M3 LR RWD got rear ended I had no chance to avoid the accident. These things will happen fairly frequently as long as human drivers are involved.
My thinking is similar to yours. If MY with 4680 was 2 years out I'd buy soon and trade it in when the 'new' MY is available.
However I think there is a good chance Texas TF will be producing them by late next year. It's obviously true all Tesla models are better in some ways a year or two out. However the Texas produced 4680 MY isn't going to be incrementally better.
It will have less parts, less weight, better batteries, more range, more structural rigidity (pointed out by Sandy Munro) and better driving dynamics per Elon.
Similar threads
- Locked
- Locked
- Locked
