Funny, I came to an entirely different conclusion from the statement; Seems Toyota is about to do too little too late becoming an afterthought.
Yup saw this come through this morning and I have no issue admitting I was wrong
. I was tracking everything yesterday on my phone since I’m traveling.....could have sworn when I loaded up the cpca doc that it stated the year to date mention. But I obviously must have been confusing it with another doc/link I saw. Then I saw multiple people commenting in the 95,125 number which seemed to back up my memory of the doc.
Exactly. It's important to take each player's plans in context with their current niche. Toyota saying anything other than, "We're targeting top end markdhare at scale", means they're not serious.Funny, I came to an entirely different conclusion from the statement; Seems Toyota is about to do too little too late becoming an afterthought.
8 million BEVs in 9 years, huh? That’s less than 1 million/year - so basically Tesla’s production this year x 9. While Tesla’s production is going to be rapidly expanding at average of 50% by the time those 9 years pass.
Cute. Toyota becomes the Porsche production level of BEVs by 2030. Take a bow Toyota.
Source is 42How again.
That would have a positive effect on TSLA if TSLA was being pushed down by people that care about what the media is saying. In my eyes it clearly is not. TSLA is being pushed down by large institutions that are taking advantage of extremely low volume so they can buy back in at a much reduced price. They are preying on the small retail, media watching, public that are panic selling right now.
that's BRILLIANT... Closed landfills are in close proximity to large population centers, have a stigmatism about limited use, AND the resident population wouldn't mount a NIMB (Not In My Backyard) against converting a landfill into a solar farm.
The number will certainly never lineup completely, but we know 40k is out of the picture and we are on the lower side. I would say this also pretty much confirms a shutdown of some sort for the Y lines. It makes complete sense to me in that Y production down for a bit shaves off a lot from March. The lack of a hard end of quarter push pulls back on the 3 production a tad. Maybe some supply chain issues. To put this at 25ish. Could be 28k, could be 24k. Then operating like Freemont with the first month mostly consumed by exports. May's numbers will very likely jump back up in local sales and total numbers.Yup saw this come through this morning and I have no issue admitting I was wrong
In terms of production since the numbers we have are registration data and then export data, we don’t know the true production number because there couple be plenty of cars in transit to outer portions of China. Similar to how Fremont ships out to East coast/Canada at the beginning of the quarters in addition to focusing on exports. California registration always sees a drastic drop in numbers in the first month of every quarter. I do wish Tesla China would issue monthly production numbers since China puts out their own numbers which can cause confusion like this
www.cbsnews.com
Haha that is true.....this source is the same source that was claiming the model y shutdown so in actuality, this doesn’t confirm anything. I’m not going to comment anymore though because it’s way too hard and time consuming to track multiple data sources with only a phone and keep track of things
www.cnbc.com
It’s directly lining up because it’s all coming from the same source. There will be other official China data that comes out in a few days that will either solidify this person or completely debunk them.
We know about 2 day shut downs, new year shut downs, inspection shut downs, covid shut downs,..even if a particular press is shut down. But Y 2 week shut down no FUD media picked it up but instead making up BS the last few weeks? I expect better out of them.
In terms of production.....supply constraints are the only reason the 25k number is more likely than 40k. I still find the source and approach of suddenly changing the interpretation of the cpca report language to be very suspicious. I won’t be one bit surprised if in a week or so, other China data points come out that debunk this whole thing. But I’m fine just waiting quietly on the sidelines until then
Margin accounts have benefits beyond actually borrowing on margin in a long term sense. If you have a cash account you will run into good faith violations if you are not careful with your timing of trades.
