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

[sparcs]

PALO ALTO, Calif., Jan. 03, 2020 (GLOBE NEWSWIRE) -- In the fourth quarter, we achieved record production of almost 105,000 vehicles and record deliveries of approximately 112,000 vehicles.

Despite breaking ground at Gigafactory Shanghai less than 12 months ago, we have already produced just under 1,000 customer salable cars and have begun deliveries. We have also demonstrated production run-rate capability of greater than 3,000 units per week, excluding local battery pack production which began in late December.

Solid beat and it says they are making battery packs in China now which should set them up nicely for a ramp there. Very happy with those results.

 

[Cherry Wine]

New ATH pre-market.

 

[SpaceCash]

Are you sure about this

Are you encouraging me to be unsure? Doubtful? Fearful?

Yeah I said what I said, do you have a more specific rebuttal/reply?

 

[DFibRL8R]

Whee!

 

[Joe F]

Dow Jones report citing WSJ that Tesla is cutting GF3 M3 by 9%, according to Tesla's Chinese website.

Correction, price. Thanks, @EVMeister wasn't aware it had been discussed here.

Reuters article here.

 

[EVMeister]

Dow Jones report citing WSJ that Tesla is cutting GF3 M3 by 9%, according to Tesla's Chinese website.

Price you mean. Need to be specific about what's being cut. This has been discussed.

 

[The Accountant]

15,000 Model S&X - Cowen's Osborne projection for Q4
19,450 Model S&X - Actual Deliveries in Q4

I don't know who this guy is buying his research from, but he needs to find someone else.
For someone who does this for a living, that was a horrendous miss.

 

[Cherry Wine]

Things might get a little squeezy from here.

 

[Prunesquallor]

FoFody premarket.

 

[Navin]

Congrats to the crazy ones on a big score.
We aren’t out of the woods Yet. Don’t go buy any fur coats for the wives yet.

 

[ninpb]

So where do MIC 3s get exported to? Asia, Europe, Africa, Australia?

 

[ninpb]

Congrats to the crazy ones on a big score.
We aren’t out of the woods Yet. Don’t go buy any fur coats for the wives yet.

Love the visual.

 

[LN1_Casey]

Such a great little boost to today's market! I wonder if it'll shuck the fear about the Iran bombings, or will that still drag these wonderful numbers down?

 

[avoigt]

"In 2019, we delivered approximately 367,500 vehicles, 50% more than the previous year and in line with our full year guidance."

Tesla Q4 2019 Vehicle Production & Deliveries | Tesla, Inc.

 

[Joe F]

Price you mean. Need to be specific about what's being cut. This has been discussed.

Thanks. Updated.

 

[Boomer19]

Congrats to the crazy ones on a big score.
We aren’t out of the woods Yet. Don’t go buy any fur coats for the wives yet.

i got the most expensive tree i could find!

 

[sparcs]

So where do MIC 3s get exported to? Asia, Europe, Africa and Europe?

nowhere. Local chinese demand likely exceeds production capacity. Maybe when GF3 Shanghai starts building Y and they have flexibility.

 

[Cherry Wine]

Such a great little boost to today's market! I wonder if it'll shuck the fear about the Iran bombings, or will that still drag these wonderful numbers down?

Almost certainly acting as a headwind.

 

[mongo]

Nice draw down on inventory.
1,500 S/X
5,500 3s

 

[printf42]

• New record delivery
• More S&X QoQ
• Higher mix of AWD/P Model 3(my speculation, anyone have solid evidence?)
• GF3 3k/week run rate(excluding pack)
• GF3 pack started
• GF3 MIC M3 final pricing revealed, sales going through roof.

Something something AF!!!