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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
He’s not allowed out of the house until he gives us an update.
Interesting supercharging results for Austin 4680 Y, full regen at full battery and jumping to max charging power right away with empty battery might point to software limited (but physically larger) battery... We should learn more when Sandy Munro´s teardown comes out next week!
www.teslarati.com
Texas-made Tesla Model Y with 4680 battery charges 0-97% in under 1 hour
A Texas-made Tesla Model Y with 4680 battery cells has been able to complete a charging session from 0% to 97% in 52 minutes.
www.teslarati.com
I think the Texas and Berlin rates are still so low they may be hesitant to list the exit rate with "4" factories. Hoping that with Texas finally having the 2170 line in place that will change. Heck, it could be materially different by the time they announce Q2 earnings.
It will all depends on increased margin per vehicle sold for the BTC impairment on the earning of July 20th. Numbers not sufficient for a rally and not sufficient for a -10% neither I think. Will follow macro until CPI reports gets better.
From a Barron's article after P/D release:
"The newer estimates from Wall Street called for roughly 240,000 units, with Wedbush analyst Dan Ives writing this past week that 250,000 units was the “line in the sand.” Above that number was a success, below that number would be a disappointment for investors. By that thinking, the second quarter number was an inline result."
If 250,000 was the line in the sand, this bodes well for Tuesday, yes?
"The newer estimates from Wall Street called for roughly 240,000 units, with Wedbush analyst Dan Ives writing this past week that 250,000 units was the “line in the sand.” Above that number was a success, below that number would be a disappointment for investors. By that thinking, the second quarter number was an inline result."
If 250,000 was the line in the sand, this bodes well for Tuesday, yes?
Need someone to do a cell capacity test, cell count from tear down won't give much guidance.Interesting supercharging results for Austin 4680 Y, full regen at full battery and jumping to max charging power right away with empty battery might point to software limited (but physically larger) battery... We should learn more when Sandy Munro´s teardown comes out next week!
Texas-made Tesla Model Y with 4680 battery charges 0-97% in under 1 hour
A Texas-made Tesla Model Y with 4680 battery cells has been able to complete a charging session from 0% to 97% in 52 minutes.
Thumper
Active Member
New Model S long range non-Plaid can charge as fast as the 3 and Y.
Well, we know what WSJ thinks.
www.wsj.com
Right at the end they give a more balanced view. Who reads until the end?
Tesla Vehicle Deliveries Tumble After China Factory Shutdown
A string of record quarterly deliveries came to an end in the second quarter, when Tesla handed over 254,695 vehicles to customers.
www.wsj.com
Right at the end they give a more balanced view. Who reads until the end?
Anything originally come out of these dimwits?
www.thestreet.com
- Charger Aesthetics
- OTA (yes, this one is a bit weak)
- Lease Terms
Ford Makes a Major Change - TheStreet
The legacy automaker has just made a decision that will affect consumers buying its EVs via a lease.
www.thestreet.com
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I was surprised that Barron's gave a balanced view even saying that most analysts didn't factor in factory shutdown in Shanghai.
Numbers were higher than I thought so I was super pleased. The SP is what it is but IMHO doesn't relate to the company.
Congrats to the Tesla employees and happy to see Elon so relaxed in his visit with the Pope. Reduction of fossil fuel burning ain't easy but dammit we are doing it inch by inch exponentially.
Artful Dodger
"Neko no me"
Of course we already know record monthly production won't be repeated in July 2022. Both Model 3 and Model Y lines in Shanghai going down for 2 week upgrades to increase production capacity (staggered over the course of the month). It's not just the July 1-4 electrical upgrades, that's a site-wide shutdown, but two separate upgrade projects done in series.
Good news is both Aug and Sep of Q3 should see record production at Giga Shanghai as a result. And with the 2nd (2170) line now running in Austin, I expect a quick ramp in production there. As semi-conductor and general supply issues ease, Fremont should also gain production.
Berlin looks to be on a trajectory for steady production increases. They are working on getting the 2nd Model Y line now, and recently won (yet another) attempt in court to halt construction of the Stamping plant addition. The winter gas supply in Germany remains a wildcard.
TL;dr So maybe back to an ATH by end of Q4? Let's see how far shortzes are willing to stub the economy just to trip up TSLA.
Cheers to the Longs!
TheTalkingMule
Distributed Energy Enthusiast
With production at record pace, if these two new factories are ramped to any rational degree by the earnings call, I still say this is the rocket moment for TSLA.
MM's are gonna run over all the CC sellers and scoop up millions of shares at $700-800. What a racket.
Looking forward to @The Accountant 's updated projections so we can calculate the impact to PE. We should dip below 80 after earnings if SP sits here. If we drop to $625, then PE compresses below 75, or maybe even 70 depending on EPS. Crazy!
Any way you slice it, the compression is now accelerating. Let's see how long they can smush that spring.
MM's are gonna run over all the CC sellers and scoop up millions of shares at $700-800. What a racket.
Looking forward to @The Accountant 's updated projections so we can calculate the impact to PE. We should dip below 80 after earnings if SP sits here. If we drop to $625, then PE compresses below 75, or maybe even 70 depending on EPS. Crazy!
Any way you slice it, the compression is now accelerating. Let's see how long they can smush that spring.
Artful Dodger
"Neko no me"
He missed Model S/X deliveries by more than 10%. This after tweeting the following on May 7:
This matters because each S/X delivery brings in ~2x the gross profit per vehicle vs. Model 3/Y.
TL;dr More profit from a higher mix of S/X in 2022 Q2.
Paging @The Accountant
Was this actually confirmed? (I'm guessing so as you sound explicit). I'm still watching Wu Wa in case cars start coming out earlier...
Lol - another buying opportunity. In the very short period (compared to most here) that I've been an active investor, I've learned that there are many buying opportunities, and they seem to continue to occur. I bought some more this week and if that "buying opportunity" you describe presents itself, I'll probably buy some more. We are currently under water, but each of these buying opportunities is decreasing our average cost/share. If I had only known I'd have all these buying opportunities when I first bought in a little over a year ago in the mid-600s, we'd have 25% more shares or so. No sour grapes here - just continuing to learn.
The Accountant
Active Member
Finally a balanced piece of writing from Lora:
www.cnbc.com
I know, I know. . . . Stop browsing and get back to the completing the Q2 forecast.
Tesla delivered 254,695 electric vehicles in the second quarter of 2022
Tesla just posted its second-quarter vehicle production and delivery numbers for 2022.
www.cnbc.com
I know, I know. . . . Stop browsing and get back to the completing the Q2 forecast.
Artful Dodger
"Neko no me"
Artful Dodger
"Neko no me"
Indeed, as documented with a TV screenshot yesterday:
squawksquare on Twitter: "Phil just said $TSLA Q2 estimates are 250K. Here is the proof so we can see if CNBC flip/flops Tuesday." / Twitter
Bait'n'switch is CNBC's meat'n'potatos.
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