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

[Ulmo]

Tesla Energy can be bigger than Tesla Motors, but you have to actually ship product for that to happen, Elon.

Now he's giving excuses for that; for a year and a half they stripped it of engineering and batteries. He says now that they got Model 3 in a good place, they restored resources to Energy (late in my opinion, but much better late than never).

 

[Right_Said_Fred]

Summer 2020 for Model Y production (moved up from Fall of 2020)

He even added 'room for improvement'!

 

[2virgule5]

Nah, that's part of how they kept costs down.

And... you are proven to be right!

They should consider an exclusive streaming app for Tesla CC on V10.1 (seriously!)

 

[Right_Said_Fred]

Some interesting tidbits:

- Still planning for early access release of FSD by the end of the year.
- Tomorrow releasing V3 of solar roof .
- Over 20% gross margin without credits
- Model S and X ASP increased !! (hello Troy)
- 30 million for Smart Summon recognized

 

[Cattledog]

FINALLY.

This was by far the lowest hanging fruit by Elon to increase Tesla valuation.

Was good while it lasted...

 

[Ulmo]

He thinks Tesla customers are producing as much Tesla solar energy as are being used by their Tesla cars.

 

[The Accountant]

This accountant sounds like an accountant. Ok.

Proud of him !!

 

[Mkorpal]

He even added 'room for improvement'!

I previously said I'm not buying the rumors of Q1 Y production start. But now, not so sure.

 

[Ulmo]

Model Y is obviously going to be a hit. Why do people ask these redundant questions?

Edit: Look at recent progress in assembly and assembly lines.

 

[anon]

Musk just clarified that mid-2020 is the target for Model Y volume production.

 

[dc_h]

Trailing positive cash flow is $2.215 billion. If Q1 was even, it would be over 2.8 billion.

Model Y over 1000 per week mid 2020!!!
ASP for Model Y higher & higher margins!

 

[larmor]

"We might do advertising in the future just to inform people and make sure they're aware of our product." - Elon Musk

Like the new longer ranges of Models S & X pretty please.

'Ring edition model s Plaid, with wing...

 

[Ulmo]

I've always said if I still had a Tesla car, that when the value of FSD got to $10,000, I'd buy it.

 

[Ulmo]

Perfect answer for that acquisition.

 

[Right_Said_Fred]

Elon on Model Y: 'The body line is separate, the paint line is ...' He didn't finish that sentence, but I guess he wanted to say it is separate from the Model 3 paint line too. He probably didn't want to spill the beans yet.

 

[Ulmo]

No new news for Model 3 in China. Just hitting full production volume this year.

 

[AlexS]

too many questions from say.com

 

[Ulmo]

Ownership in the market of insurance to make competitive. Perfect entry.

 

[Ulmo]

Preschool for the analysts.

Edit: I'm not deleting this. Fully applicable statement of mine.

 

[Hock1]

Stings a little to have sold today. I seriously never saw this coming. In the end, I guess it won’t matter much when I become a millionaire, but still.

If you could see it coming, it's (like Prego Spaghetti Sauce) "already in there"!