Carl Raymond
Active Member
But, let’s not over exaggerate.
Agreed. We should use only the right amount of exaggeration.
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But, let’s not over exaggerate.
Okay.
Many people have chimed in. I get it. Obviously, it costs more. But, let’s not over exaggerate.
The non-performance AWD model Y in basic config with autopilot is $55K.
The entry model X with similar EPA rating in basic config with autopilot is $83K.
50% more. Not 100% more.
After such a terrible report, the fact that the stock is down (as of writing) -3,72% is surprisingly mild.
...I think Elon is more of an engineer than an operation guy. So he should delegate more planning power to the operation executives. Even a special team should be established to focus on the operational planning...
In conclusion, Q1 flop was not due to demand, but due to supply chain, production, logistics, planning, resource allocation and pricing.
A 2 billion raise that goes into infrastructure (or other assets) increases the value of the company and thus the stock value would stay the same. If that infrastructure is a revenue generating factory, the value of the stock would go up.
Of course, selling at a discount impacts those numbers...
If the Maxwell tech works, there would be no need to switch to 2170s. Improved 18650s would allow reuse of the current pack/ module design. Including a capacity improvement even if they deleted one or both of the front double stack modules.
Regarding Panasonic building 2170 capacity in Japan, this concerns me because it means they don't see a clear route to optimizing the already installed capacity at GF1. One issue may be finding enough quality workers in Nevada. GF expansion must have soaked up a large portion of the work force already.
RE: Japan...due to declining & aging of their population I don't think the worker situation for Panasonic there is much different.
Tesla has been on this capital diet. So I think breaking this capital fast will do a lot of good for the share price.
Um. These are huge buys from Ark today and suggest inside knowledge. I track their buys everyday and never seen something like this. Elon and Cathie are pretty close and this suggests something...
Yes, the answer was "It's confidential".
If you get both with all the stuff you want the non-performance Y is $62,500 vs X at $108,000, so it's 73% more. So yeah, it's not quite double.Okay.
Many people have chimed in. I get it. Obviously, it costs more. But, let’s not over exaggerate.
The non-performance AWD model Y in basic config with autopilot is $55K.
The entry model X with similar EPA rating in basic config with autopilot is $83K.
50% more. Not 100% more.
"any mention in either the ER or CC about future revenue from the pooling with Fiat Chrysler?"
"the answer was "It's confidential"."
This has to mean no money has changed hands?
What could this possibly mean?
50% more is a helluva lot moreOkay.
Many people have chimed in. I get it. Obviously, it costs more. But, let’s not over exaggerate.
The non-performance AWD model Y in basic config with autopilot is $55K.
The entry model X with similar EPA rating in basic config with autopilot is $83K.
50% more. Not 100% more.
"any mention in either the ER or CC about future revenue from the pooling with Fiat Chrysler?"
"the answer was "It's confidential"."
This has to mean no money has changed hands?
What could this possibly mean?
i suspect it was floated, there is no deal.
promotes awareness of it?
looking for buyer
influenced by:
Elon’s Coffin Corner: Sell Tesla Steve Berman 4-23-19
Elon's Coffin Corner: Sell Tesla - The Resurgent
FTA:
OR…Musk could sell Tesla to a cash-rich buyer. Nothing in this litany of problems can’t be solved by a relatively small (in terms of global finance) cash infusion. Maybe $5 or $10 billion would solve all of Tesla’s problems. The biggest problem Tesla has is that it has no useful way to raise that $5 to $10 billion.
As P.T. Barnum once said, the last dollar is the feather that breaks the camel’s back. If you’re short, you’re short. And Tesla is horrifyingly, painfully short.
If I were Elon Musk, I’d be looking for a buyer, quietly, tweetlessly, behind the scenes. I’d let the inevitable “stall” happen and let the stock price begin to fall, not precipitously, but as gently as possible. I’d continue paying suppliers on time (there’s no evidence Tesla is not paying), conserve cash (they are), and sell as many cars as possible (again, this is what they’re doing).
Then, when the stock settles into strike-price range, the white knight can come in and buy the whole thing. They’d be foolish to drop Musk as part of the deal–he’s the heart and soul of the company. This way, Musk can stay onboard, working for a new, cash-flush, master. I believe this is what he wanted to do when he made those inopportune tweets about “funding secured,” but maybe he’s going about it the right way now.
Personally, I think Tesla is better off remaining public, but that may not be possible if the new buyer takes it off the market.
Then again, maybe against all odds, Tesla will go it alone and survive. But like an airplane flying in the “coffin corner,” some laws of physics and finance just won’t bend.
That looks good! Where was that taken?Eh, I like the actual Y much better than that one.
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I think the biggest problem is that it just doesn't look good in blue... white looks nice though.
Model Y unveil at HawthorneThat looks good! Where was that taken?
I think he changed his mind on $3k when he saw the underwhelming reaction to the autonomy day.
In his mind it is a done deal and a lot of value that you can extract a lot of revenue from, but SP reaction showed that nobody believes it until it is done and working and, therefore, would not be willing to pay more for it just based on some projections.
That was my first reaction to the price hike - why, does he really think someone would want to pay more for something that doesn't exist?
May 1st was for US buyers, but then he realized it's not fair to other markets that didn't have a chance to order it yet, so now May 10.
Yes, seems like some of these numbers he shoots out prematurely without considering all permutations.
Would be helpful if he consulted w/ someone else to polish these communications.
Alex on Auto: Model 3 Standard Range Review
That it is confidential...
The pooling paperwork has already been filed.
My guess is the Chinese government wants Tesla to buy the cells from Chinese suppliers.Something I don’t get. I understand that Tesla are sitting pretty having GF1, the best cell, the cheapest cell, a guaranteed supply for model 3 Fremont lines. They are not forced to bid for cells that are in limited supply like other automakers.
Yet for GF Shanghai, Tesla are content to outsource 2170s. Is this temporary? Do Tesla have superior buying power? Better relationships? Or is cell supply becoming commoditised?
I hope it’s temporary. I’d like to think that transporting loose cells prior to pack making is unnecessary and by eliminating it Tesla gains an important edge.
Maybe they run the business thinking in terms of next 5 years and not for 3 month increments? I get that if you are short term/swing trader you hate that, but that's the smart thing for them to do. Play the long game...