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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
jeewee3000
Active Member
Sounds like Tesla has a demand problem THAT big they need to enter the Estonian market. /s
Fact Checking
Well-Known Member
I note the /s, but Tesla is already present in the Estonian market with the Model S/X - so selling the Model 3 too is a no-brainer, assuming they have the production capacity to meet demand.
Even according to TSLAQ logic.
The Accountant
Active Member
4554
With only some 1 Qtr remaining, some companies narrow their outlook. To continue with 360k to 400k would mean that Tesla believes Q4 has a range of 105k to 145k deliveries; the outlook is much more narrower than that. My guess is that they announce 370-390. I think they narrow the Q4 delivery range from 40k vehicles to 20k vehicles but do it in a way that keeps the midpoint at 380.
With only some 1 Qtr remaining, some companies narrow their outlook. To continue with 360k to 400k would mean that Tesla believes Q4 has a range of 105k to 145k deliveries; the outlook is much more narrower than that. My guess is that they announce 370-390. I think they narrow the Q4 delivery range from 40k vehicles to 20k vehicles but do it in a way that keeps the midpoint at 380.
stef
Member
Just as a reminder, today could be the last trading day before Giga Shanghai goes online...
Fact Checking
Well-Known Member
Even if there's good Shanghai news (which is not a given - the GF3 construction timeline was extremely compressed and a few weeks of delay would be well within the margin of error), I'd expect Tesla to withhold any developments for the Q3 earnings report and earnings call on October 23.
LN1_Casey
Draco dormiens nunquam titillandus
LN1_Casey
Draco dormiens nunquam titillandus
Eh, I don't think most of us are expecting GF3 to be put into Q3 at all. It's mostly that the two would compound upon the other; GF3 starting productions, and then hopefully a positive Q3?
QUOTE="stef, post: 4100415, member: 42125"]Just as a reminder, today could be the last trading day before Giga Shanghai goes online...[/QUOTE]
Indeed, I’m holding my reading shares until I’mforced to sell towards end next week.
Indeed, I’m holding my reading shares until I’mforced to sell towards end next week.
That’s more macro imo, I don’t think many outside this forum, or the hardcore twitter crowd have and clue what’s about to happen. Which will make it all the more delicious
Fact Checking
Well-Known Member
October is already part of Q4 and has no relevance to Q3 financials, but nevertheless Tesla did disclose new GF3 updates during the Q2 ER, both in the update letter and in the conference call.
And analysts on the call will almost certainly ask about it, so Tesla might as well preempt all those questions.
So I expect them to do so, according to past precedent. Nothing is certain though.
Artful Dodger
"Neko no me"
Chickenlittle
Banned
They must be getting close to reducing unsold inventory reaching the desired level
Fact Checking
Well-Known Member
Yesterday's Joe Rogan Experience interview had positive mentions of Tesla too:
(Starting at timestamp 1:10:50)
He also disclosed that he talked to Elon about the Tesla Pickup Truck, and Elon said:
Other Tesla bits from Joe Rogan's show is that he tried to get the Solar Roof, but his roof didn't have the right pitch:
IMO Tesla should really have blanketed Joe's roof with active tiles even if it's technically an inefficient installation, and discounted the installation price - the PR value would have been enormous ...
(Starting at timestamp 1:10:50)
He also disclosed that he talked to Elon about the Tesla Pickup Truck, and Elon said:
"I sent Elon a picture of a truck and I said hey man this looks f*cking dope, he's like that's not really our truck mmm yeah he said it was his words it "it's more blade runner-esque" that's what he said it's more than that"
The pickup truck picture Joe Rogan sent to Elon was this fan render:
Other Tesla bits from Joe Rogan's show is that he tried to get the Solar Roof, but his roof didn't have the right pitch:
"we were going to get the Tesla roof panels but our roof has the wrong pitch for whatever that means out direction yeah so we have another set up another solar panel"
IMO Tesla should really have blanketed Joe's roof with active tiles even if it's technically an inefficient installation, and discounted the installation price - the PR value would have been enormous ...
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Fact Checking
Well-Known Member
Interestingly there's been a couple of uncharacteristically large TSLA pre-market transactions - uncharacteristic for the fact that there's no real Tesla news that should drive such price action:
Those are two ~15k shares trades.
JRP3
Hyperactive Member
JRP3
Hyperactive Member
Pras
Member
If Elon is saying that the truck design is bold, I would surely expect a very very audacious / bold design in eyes of us commoners. Very curious to see it.
JusRelax
Active Member
Looks like an SUV. I thought trucks were supposed to have a place to put things in back?
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