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

[EVNow]

1Twh per year cell production plan?! That's over 30x GF1

And "SHOW & TELL" !

Definitely something cooking.

 

[jerry33]

Audio is choppy as hell for me - could barely hear that JB news.

I had to switch to the phone and use cellular data to get a clear play.

 

[c041v]

I wouldn't panic only because I'm fairly certain there's a strong bench now

Seriously. The AH share price drop was enough without people losing their minds here over something that had essentially happened months ago. Half the people here thought he had already ghosted until he appeared on stage during the Autonomy Day presentation and outlined Drew's increased role.

If anything, a change of guard is a good thing for long term stability as younger folks are given a chance to step up.

 

[ReflexFunds]

GF1 now at 28Gwh. Cell volume matching production ramp rate.

 

[powertoold]

Wow, one terawatt, will believe when see it, but that will address all their battery needs, so great they are planning that.

 

[Prunesquallor]

1Twh per year cell production plan?! That's over 30x GF1

18 million SR+ Model 3 production capacity

Boring Machines have been tunneling under the lithium mines.

 

[wipster]

Too much cash on the balance sheet!!!

LOL!!!

 

[KSilver2000]

PPL at Maxwell probably has more specialty than JB.

But the rumours were true. JB barely shows up to work.

And a while back, people here were disagreeing with me when I said it's not a good sign that an executive isn't showing his face at the office. Many people justified the absence at HQ by saying he's hard at work at the factory and other Tesla locations.

Bull.

 

[anthonyj]

Very broken and manipulated stock. Best to buy shares and check back in 5 years. Not even worth worrying about

 

[ReflexFunds]

GF4 (Europe) probably operational in 2021.

 

[Fact Checking]

GF1 now at 28Gwh. Cell volume matching production ramp rate.

That's an ~8.1k/week Model 3 production rate with the 50%/50% LR/SR mix they mentioned.

 

[M3Rider]

Elon said they raised the price of the base Model 3 by $1k?

So base SR is $36.4? $36k?

+$2K due to FTC phasing out, -$1k prior price change = $1k more expensive for a customer.

 

[MartinAustin]

European gigafactory operational in 2021

 

[Thekiwi]

15k per week long term demand for model 3?

I'm liking this more realistic projections

 

[SpaceCash]

Musk reiterates no S&X refresh coming, reiterates "Tesla doesn't do 'model years'"

 

[Thekiwi]

Whoa these really frank quarterly estimates are refreshing - was personally worried about the pre-Y 2020 quarters - good to set expectations for that before the massive Y shipments arrive

 

[neroden]

So, Wall Street will probably like the earnings call, but I think it's very bad news. Management is out of touch with the real problems for the company. Everything else is as expected.

 

[KSilver2000]

Elon on the call:

Q3 expected to be about break-even (change from previous estimate of profitable).
Q4 expected to be profitable.

Objectively speaking, wouldn't that be a long's equivalent to FUDshorts moving goalposts. In the very beginning of this year, Musk expected profit in Q1, then Q2, now Q4, and that's what many here believed.

 

[azaz]

Elon sure sounded like advertising there

 

[azaz]

Objectively speaking, wouldn't that be a long's equivalent to FUDshorts moving goalposts. In the very beginning of this year, Musk expected profit in Q1, then Q2, now Q4, and that's what many here believed.

For sure. It’s concerning as hell.