Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Mirindi]

Insane numbers, good job Tesla team

 

[Blue horseshoe]

They're now at a 1,864,560 run-rate and delivered 889,015 in the first 2 quarters of 2023.

They're at a 1.9m runrate in terms of production. The difference between production and deliveries was under 3% (13k vehs). With continued production growth in q3 and q4 we are on track to comfortably hit elons target of 1.8m vehs produced this year and more than likely we will hit production just over 2m with 1.8m+ vehs delivered for the year.

As farzad mentioned the strong production and delivery numbers should be good for margins. Factor in a reduction in the delivery wave and a corresponding reduction in delivery costs and we should enjoy a positive earnings call.

Outstanding job by the Tesla team!

 

[Opus BC fan]

 

[Christine69420]

And 90 Semis made if Brian White/My Tesla Weekend's source is correct.

How many megapacks? Anyone got any clues?

 

[mongo]

Warning!, sarcasm ahead
Oh come on, inventory increased by over 13 thousand vehicles. Clearly there are demand issues.
End sarcasm

Days of inventory does increase from 15 to 16, and it appears wave reduction is tappering off.

Q1: 15 days @ 422875 / 75 = 84575
+ 13560
= 98135 / (466140 / 75)
= 15.8 days

 

[UkNorthampton]

Do I win a prize for 485,000 production estimate guess?

 

[Mike Smith]

CNBC is out with a full-length article on Tesla deliveries. I did a search for the word 'beat'. Zero results.

 

[Dikkie Dik]

Next target: break the 500K barrier

 

[dhanson865]

CNBC is out with a full-length article on Tesla deliveries. I did a search for the word 'beat'. Zero results.

Google gave me this below the TSLA chart. I'm not giving clicks but it looks positive to neutral to me from there.

 

[MartinAustin]

S/X production and deliveries both up 19% from Q2 last year
3/Y production up 90% from Q2 last year
3/Y deliveries up 87% from Q2 last year
Total production up 86% from Q2 last year
Total deliveries up 83% from Q2 last year

I really despise the coverage given to analysts' guesswork. When a company makes 90% more cars than the year before, it ought to be universally good news. Instead they will be compared to third parties' guesswork and open to manipulation.

 

[M|S|M MYP]

CNBC is out with a full-length article on Tesla deliveries. I did a search for the word 'beat'. Zero results.

Hopefully the increased sales and Q2 margins will put an end to this.

Of course, our friend Lora K. had to throw the shade in

 

[Cobbler]

For those who skip long posts:


Stop worrying and buy the damn stock!!

This is the investors sub, not the traders sub! We hold and buy for several years.
Tesla stock is our savings account

The END

 

[Iain]

CNBC is out with a full-length article on Tesla deliveries. I did a search for the word 'beat'. Zero results.

They did publish it’s a developing story…… let’s see if they can somehow squeeze in that word. Hope springs eternal Right?

 

[Tachyon]

So Troy at -3.86% ,well outside his stated goal, now what??

 

[UkNorthampton]

Brian White was 9,673 or 1.98% over on Production (he tracks factories closely).

Edit for clarity: Brian predicted 489,373 production.

 

[H Mak]

They did publish it’s a developing story…… let’s see if they can somehow squeeze in that word. Hope springs eternal Right?

You do know who wrote it?

 

[Tachyon]

They did publish it’s a developing story…… let’s see if they can somehow squeeze in that word. Hope springs eternal Right?

I bet a “Miss” will somehow show up before a “beat” is ever printed in that article

 

[M|S|M MYP]

So Troy at -3.86% ,well outside his stated goal, now what??

it's just gonna get worse from now on...that's what!

 

[hobbes]

They're at a 1.9m runrate in terms of production. The difference between production and deliveries was under 3% (13k vehs). With continued production growth in q3 and q4 we are on track to comfortably hit elons target of 1.8m vehs produced this year and more than likely we will hit production just over 2m with 1.8m+ vehs delivered for the year.

As farzad mentioned the strong production and delivery numbers should be good for margins. Factor in a reduction in the delivery wave and a corresponding reduction in delivery costs and we should enjoy a positive earnings call.

Outstanding job by the Tesla team!

On average since 2019, Tesla deliverd 1.42 times as many cars in the second half of the year as in the first half.
Using this factor for 2023, we´d get to full year deliveries of... drumroll...

Spoiler

2.15 million

Just an educated guess. Could be totally different this year.

 

[wipster]

What a great way to start a Sunday!

My personal guestimate was production of 480k, deliveries of 455k. I actually thought production would be even higher and deliveries slightly lower (but higher than 450k). I am a happy boy this morning!