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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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DurandalAI
Member
I was quite relieved that Fwed isn't eligible for another round of roadsters...
I drove to my delivery center in a pickup truck and left in Ludicrous mode. Highly recommended. Give yourself the full experience, it won’t feel quite as fast over time.
X Fan
Active Member
Another bullet into the ICE dealership model. This needs to be marketed loudly....
Pre-Market thinks nothing is going on.Not to mention that Karen is still quiet about this (unusual for her), so I would say there is a good chance your expectation is very possible.
I'm not sure this has been posted, but here's the text of the "all hands on delivery pumps" email - some new information in it, I believe, regarding EU delay (my bolding):
From: Elon Musk
To: Everybody
Subj. Vehicle Delivery Help Needed!
March 21, 2019
For the last ten days of this quarter, please consider your primary priority to be helping with vehicle deliveries. This applies to everyone. As challenges go, this is a good one to have, as we’ve built the cars and people have bought the cars, so we just need to get the cars to their new owners!
What has made this particularly difficult is that Europe and China are simultaneously experiencing the same massive increase in delivery volume that North America experienced last year. In some locations, the delivery rate is over 600% higher than its previous peak! This was further exacerbated by supplier shortages of EU spec components and a sticker printing error on our part in China that were only resolved in the past few weeks.
North America is also stressed, as the final month of this quarter is almost all North America builds. Moreover, for the first two weeks of March, most cars were sent from our factory in California to the East Coast to ensure arrival before the end of quarter.
The net result is a massive wave of deliveries needed throughout Europe, China and North America. This is the biggest wave in Tesla’s history, but it is primarily a function of our first delivery of mass manufactured cars on two continents simultaneously, and will not be repeated in subsequent quarters.
To help, please contact Sanjay Shah in North America, Robin Ren in China and Ashley Harris in Europe.
From: Elon Musk
To: Everybody
Subj. Vehicle Delivery Help Needed!
March 21, 2019
For the last ten days of this quarter, please consider your primary priority to be helping with vehicle deliveries. This applies to everyone. As challenges go, this is a good one to have, as we’ve built the cars and people have bought the cars, so we just need to get the cars to their new owners!
What has made this particularly difficult is that Europe and China are simultaneously experiencing the same massive increase in delivery volume that North America experienced last year. In some locations, the delivery rate is over 600% higher than its previous peak! This was further exacerbated by supplier shortages of EU spec components and a sticker printing error on our part in China that were only resolved in the past few weeks.
North America is also stressed, as the final month of this quarter is almost all North America builds. Moreover, for the first two weeks of March, most cars were sent from our factory in California to the East Coast to ensure arrival before the end of quarter.
The net result is a massive wave of deliveries needed throughout Europe, China and North America. This is the biggest wave in Tesla’s history, but it is primarily a function of our first delivery of mass manufactured cars on two continents simultaneously, and will not be repeated in subsequent quarters.
To help, please contact Sanjay Shah in North America, Robin Ren in China and Ashley Harris in Europe.
davecolene0606
Member
bhtooefr
Active Member
...is that one of the first times the Model 3 has been part of a test drive event? Usually it was just S/X.
Still, that does fit with my ideas (from when we thought almost all of the stores were closing) of test drive events being how Tesla would pull off test drives without stores.
No meaningful new data in the NYT article, just the entirely unsurprising observation that February DMV registrations of Teslas are down seasonally, like they have been down in the U.S. every single February, for almost every car model, since the beginning of time.
Just to be super informative the NYT does not point out that it's a seasonal pattern, nor that it affects other carmakers as well, nor do they point out that Tesla sold 4,700 vehicles in Canada alone (a 10x increase over 2018 sales) and sent a dozen ships to Europe and China with tens of thousands of vehicles. Nor was it newsworthy for them that about ~20% of the world's automotive markets still cannot order the Model 3, at all.
They did manage to regurgitate a fair amount of no-demand FUD though, so if you want a list of the most recent TSLAQ talking points on the topic then go ahead and click!
This the best newspaper in the world yet they completely blew this story. I only know this because I've devoted a lot of my time becoming an expert on the subject of Tesla.
Why is it then, when I turn the page from the bad Tesla article and read about farming, foreign affairs, music, or basketball do I assume that the information and analysis I'm getting from the NYT is first-rate?
shlokavica22
Member
The macro slipped the moment EU economic data came out. TSLA is just tagging alone (for now).
The funny part- it was green up to the moment Karen replied about our speculation
Well I just threw away a small amount of money on daily options lol. To be clear I think this is entirely a coincidence and Elon is just there for World Water Day at this point. But.. what if the press conference was scheduled for today so he could be at both... LOL, we'll know for sure soon enough.
Fact Checking
Well-Known Member
Under the rules the SEC wasn't entitled to a second round either, but they asked for it and got it - so giving Tesla a sur-reply restored the original "motion + answering motion" balance created for contempt of court cases.
Paracelsus
Active Member
Great post! Let's not forget the NYT's misinformation on WMD's and the stories the fed the run-up to Desert Storm, too.
Dan Detweiler
Active Member
More evidence that @KarenRei is really just a bot.The macro slipped the moment EU economic data came out. TSLA is just tagging alone (for now).
The funny part- it was green up to the moment Karen replied about our speculation
Dan
Singer3000
Member
Galielo’s Hyperchange whinge this week has been picked up by the evermore boneheaded Alphaville section of the FT: “Tesla’s number one retail investor begins to doubt himself”. (Not sure where to begin with that headline!)
I refuse to reward that rag of a publication with a link or clicks but if you’re desperate I’m sure you can find it.
Young Galileo is learning the great game fast it seems.
I refuse to reward that rag of a publication with a link or clicks but if you’re desperate I’m sure you can find it.
Young Galileo is learning the great game fast it seems.
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