Too much demand, not enough supply. Giga Berlin will address this later this year.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Too much demand, not enough supply. Giga Berlin will address this later this year.
Artful Dodger
"Neko no me"
Elon stated last year that Europe will get Model Y from Giga Berlin. Look for the UK order page sometime in Q2 I'd think (approx 1-2 mths before production).
I did this repair myself. An experienced tech should be able to swap out the daughtercard in under an hour.
That having been said, they may allot and charge 2 hours for the process, however...
I believe that in some European markets it has been possible to pre-order the Y for many months. Perhaps @Right_Said_Fred , @avoigt or @Lycanthrope (or others) could confirm or contradict?
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mejojo
Active Member
Trading Options makes you excited for EVERY (market) day. If you can't take the excitement, stay out of the kitchen!
TheTalkingMule
Distributed Energy Enthusiast
And here we go. Will be very interesting to see if MM's can stop the natural upward momentum today. Good measuring stick to see where we are in the "inclusion arc" timeline. If they can hold $880 this week I'll be very impressed.
Pezpunk
Active Member
that means these lines will have been down for well over a month before resuming. sounds like more than a minor refresh. i'm afraid to get my hopes up for 4680 production so far ahead of schedule, but i can't help but look for clues for it.
Sold 690 Jun 18 Put for ~9k. IB only demanded a 14k increase on my margin.
This is a really good return on my capital tied up for 155 days. I cannot imagine that in 6 months, with Berlin factory coming online, Beta subscription being announced, and stimulus money being pumped, that TSLA could go lower than 690. If it does, gimme those 100 shares immediately, please. No way the rest of the benchmarks would let it go below SnP purchase price.
I could have also simply bought a LEAP, but then again, what I want wouldn't have been this cheap.
Although, I hate the new German law that doesn't allow retailers to offset losses from options, rendering playing with options almost entirely impossible. I might decide to move away for a few months to be a tax resident in a different country this year.
EDIT: probably should reconsider since seems to have hit a wall with 860. Well let's see
This is a really good return on my capital tied up for 155 days. I cannot imagine that in 6 months, with Berlin factory coming online, Beta subscription being announced, and stimulus money being pumped, that TSLA could go lower than 690. If it does, gimme those 100 shares immediately, please. No way the rest of the benchmarks would let it go below SnP purchase price.
I could have also simply bought a LEAP, but then again, what I want wouldn't have been this cheap.
Although, I hate the new German law that doesn't allow retailers to offset losses from options, rendering playing with options almost entirely impossible. I might decide to move away for a few months to be a tax resident in a different country this year.
EDIT: probably should reconsider since seems to have hit a wall with 860. Well let's see
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Todd Burch
14-Year Member
A few notes about S/X lines not being used right now:
1. Not a problem IMO. Tesla hasn't been maximizing output of these lines anyway (they've been below production capacity) so being down for a bit (especially to make things more efficient/better and possibly while updating for a refresh) is a good thing and shouldn't hurt quarterly output much at all. They can always run the lines more to meet demand.
2. Tesla continues to show that cost is on their mind. In my estimation they are making room in the factory for Roadster production. Higher factory production density is a good thing.
3. Tesla is now showing that in the same space (the former NUMMI factory) they can produce even more cars than Toyota. Who's the manufacturing efficiency king now, baby?!?
1. Not a problem IMO. Tesla hasn't been maximizing output of these lines anyway (they've been below production capacity) so being down for a bit (especially to make things more efficient/better and possibly while updating for a refresh) is a good thing and shouldn't hurt quarterly output much at all. They can always run the lines more to meet demand.
2. Tesla continues to show that cost is on their mind. In my estimation they are making room in the factory for Roadster production. Higher factory production density is a good thing.
3. Tesla is now showing that in the same space (the former NUMMI factory) they can produce even more cars than Toyota. Who's the manufacturing efficiency king now, baby?!?
Todd Burch
14-Year Member
I still have $325,000 in cash sitting on my desk waiting for this 50% recall dip. When's it coming, kids?
Correct, I have a MYP on order for the wife (don't tell her it's a Performance though, she doesn't know, doesn't want, but I'll drive it too, FFS
)
Pezpunk
Active Member
similar situation. i bought about $200k during the RUD (Rapid Unscheduled Discount) earlier in the week, but i've still got another $300k looking for an opportunity.
mekberg
Member
You mean to say she doesn’t yet know she wants it.Correct, I have a MYP on order for the wife (don't tell her it's a Performance though, she doesn't know, doesn't want, but I'll drive it too, FFS
Have the workers returned to work, and if so what are they doing?
Where's the dip? I thought there was supposed to be a dip!
JRP3
Hyperactive Member
Up about $5 at the moment.
Didn't read the Electrek comments but I'm seeing some unhappy owners in your link.
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