Stars aligned
Member
Dear TSLAQ's, please support thisTo anyone reading this thread who contributes estimates to FactSet: "AND IN CONCLUSION, WE'RE ALL IN AGREEMENT THAT TESLA WILL ONLY DELIVER 81,3k CARS THIS QUARTER."
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Off Topic, MaxP up to $240 now
Based on recent Fridays, I’m predicting a $242.56 close.
I hope it’s much higher, of course, but we see the shenanigans even week as of late.
Based on recent Fridays, I’m predicting a $242.56 close.
I hope it’s much higher, of course, but we see the shenanigans even week as of late.
Sean Wagner
Member
Now I'm in acute danger of spouting laughter unbidden and in inopportune places.
German Tesla sales still need improvement, though. I really hope the pace picks up and would be glad if you could train your critical eye on this conundrum once in a while.
As you've written, the 'Ring shootout can only help.
Switzerland is doing fine with no federal incentives and just a handful of service centers - the Model 3 is still the 7th best-selling car up to and including August. See auto-schweiz: Zulassungen neuer Personenwagen nach Modellen
German Luxury Car Sales in China in 2018 (Full Year)
In China: 2018 2016
Volkswagen 3,110,000 2,999,300
Audi 663,049 591,554
BMW Group 639,953 516,355
Mercedes Benz 652,996 472,844
Haven't cross-checked this, but it jives with what flits around my mind [IJWWFAMM?]. Hefty profits right there.
j6Lpi429@3j
Closed
I do wonder if todays global climate strike will be a reminder to investors that young people are very eco-minded, and they are also the people who will be buying cars in the next few years. None of the people in those climate demos will be wearing Audi or volkswagen T-shirts.
My wife is a teacher, trust me her students talk about many things,they are not talking about Climate Change
Fact Checking
Well-Known Member
Carl Raymond
Active Member
DFibRL8R
Active Member
Wow, and you live in Texas. Seems like there's a climate-related problem in Houston...again.
I have (vague) memories of reading that one of the RoRo ships stopped in Shanghai with next stop possibly Japan - but I don't remember the source.
Here's a heat map of global marine traffic:
Based on that the more probable route would be for a RoRo ship to first stop in Japan, then Shanghai, to maximize the capacity utilized.
Note how close to Japan the ships from SF to Shanghai are traveling anyway due to the curvature of Earth: Japan is in the "way" of shortest route ship traffic to Shanghai. But if they send ships with cars for both Japan and China then Japan would be the ship's first destination port marked in Franco's spreadsheet.
Note the problem of Australia: it's not really a natural "next destination" when shipping cars to Japan or China, and it probably wouldn't make sense to send a full RoRo ship on such a long leg with a partial shipment.
Anyway, a single Q2 ship to Japan in April, as noted on Franco's spreadsheet looks like the most probable answer, IMHO. So no Q3 RoRo shipments to Japan?
Unless the vehicles remained in customs for 3+ months, the ship and recent numbers reported do not co-relate to each other. cheers!!
Mars ☰mperor
Member
Almost as many Model 3 as Model X in Norway.
Hopefully the number can exceed Model X's number today. For sure tomorrow!
Oh dang it, it's Saturday tomorrow.
Hopefully the number can exceed Model X's number today. For sure tomorrow!
Oh dang it, it's Saturday tomorrow.
j6Lpi429@3j
Closed
its currently the top news story here in the UK, even with brexit, trudeau etc...
From Twitterverse ... TSLAQ shakeup
2-3 days back .... Linette Lopez got demoted in BI
today ..... Gordon Johnson got fired (Teslas in Shanghai on Twitter)
+(Who's gonna write an article saying some powerful Executives of $TSLAQ are leaving )
2-3 days back .... Linette Lopez got demoted in BI
today ..... Gordon Johnson got fired (Teslas in Shanghai on Twitter)
+(Who's gonna write an article saying some powerful Executives of $TSLAQ are leaving )
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Causalien
Prime 8 ball Oracle
It is interesting to see wework's fiasco. The reason why I am following it is because I am curious what happens to corps funded by saudi money.
WeWork and tesla are two examples of stock crushing after they got involved. It is more and more likely that they and soft bank are this cycle's "dumb money".
What I am curious about is if they will "disappear" a high profile founder who is evidently scamming them. Tesla might've dodged a bullet if that were to happen.
WeWork and tesla are two examples of stock crushing after they got involved. It is more and more likely that they and soft bank are this cycle's "dumb money".
What I am curious about is if they will "disappear" a high profile founder who is evidently scamming them. Tesla might've dodged a bullet if that were to happen.
Krugerrand
Meow
To anyone reading this thread who contributes estimates to FactSet: "AND IN CONCLUSION, WE'RE ALL IN AGREEMENT THAT TESLA WILL ONLY DELIVER 81,3k CARS THIS QUARTER."
I want to go on record as saying I believe the consensus here of 81,300 cars delivered for this quarter seems rather optimistic.
HG Wells
Martian Embassy
I think we need to add " not to exceed".
Yes, yes, sorry I'm a bit late on this I've been going over the data, checking the spreadsheets, double checking the numbers. But after a full analysis, 81,300 does seem to be correct no doubt about it...
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