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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
StealthP3D
Well-Known Member
Wondering where you have been since June 10th?
Depends on domain I suppose, but the correct address should be "Sir Elon" OR "Lord Musk". Then again, people say the strangest things.No advanced degrees. That was my point.
Question is, how long will it be before he is knighted and respectful people address him as "Sir Musk", LOL!
No, this has been covered multiple times in this thread
StealthP3D
Well-Known Member
You are trying too hard. It's almost always better to do nothing. I'm being dead serious here.
WSJ - 17 minutes ago: New Charge in UAW Corruption Investigation Specifies Racketeering
Excerpt:
Federal prosecutors filed a new charge against a former United Auto Workers official Monday, alleging the defendant was involved in an embezzlement scheme that was part of a wider racketeering enterprise at the union.
Excerpt:
Federal prosecutors filed a new charge against a former United Auto Workers official Monday, alleging the defendant was involved in an embezzlement scheme that was part of a wider racketeering enterprise at the union.
I think GF3 production may unfold something like this during 2020:
This is a very cautious rampup schedule, which should enable Tesla China to transition from 30% local production now to 100% by end of 2020.
- Jan 1st-23rd: 1K/wk (1 shift, 5 days/wk + 1 day trg)
- Jan 24-Feb 8: New Year Festival shutdown
- Feb 9 - Mar 31: 2K/wk (2nd shift, 6 days/wk)
- Apr 1st - Jun 30: 3K/wk (locally src'd bty cells)
- Jul 1st - Sep 30: 4K/wk (cont'd rampup)
- Oct 1st - Dec 31: 5K/wk (cont'd rampup)
The final tally for 2020? 193K Model 3s produced. Gets big fast, don't it?
Best part is GF3 enters 2021 at 5K/wk Model 3
Just stop it. Tesla has said that the Model 3 capacity at GF3 is 150k/year or ~3k/week. They aren't going to ramp it to 5k/week.
And unless they have changed their minds the LR Model 3 will still be made in Fremont and imported. GF3 makes SR/SR+ only.
Animals: African Leopard, Beaver, Eagle (representing the three countries he's lived in)
Motto: Si iustum est tenete
Battle cry: Perge ad Martis
Crest: Cybertruck
Helm: Frogmouth
Tincture: gules "T" on argent
Are you implying that it's not really dumb to purposefully create an information vacuum around your investments?
So that's one level of dumbness. But to look at a five year chart and not have covered back in the $300's takes "dumb" to a whole 'nother level! Maybe some other language has a word for this level of dumbness, but English is lacking here. Maybe the Russians have a word for this?
kaputski
It's a wait and see until someone from Tesla tells us or some customers start poking around after delivery.
I don't think there is any certainty that they will be using a new wiring harness with 3 or Y. I recall the discussion stemming out of patent applications, but I don't think we have ever heard anything official. Patents don't necessarily equate to production.
JusRelax
Active Member
ARK did some light TSLA selling in a number of their funds today:
Not significant amount shares, but iinteresting that it was across multiple accounts this time.
Not significant amount shares, but iinteresting that it was across multiple accounts this time.
Krugerrand
Meow
And now I’m left wondering what sort of hobby a hobo might have — chess?
Thanks mate. Wish I could remember all the stuff I thought I heard or read, as the concept makes so much sense in reducing both production cost and time. I thought I remembered it stated it would be utilized in the Y and since there are a lot of similarities between the 3 and the Y it just seemed to make sense to implement it's use in both in the new GF3. But what the hell do I know except I can now buy new shoes and can't wait until tomorrow! Plus who would ever have thought Marshawn Lynch would be scoring TD's again for the Seahawks? Dreams can come true...
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Carl Raymond
Active Member
I never believed that for a minute. If Fremont can do 7k/week, why would they design a brand new factory and cap it at 3k/week?
Setting expectations low.
SoGA Fan Club
Member
I think in last two years Elon earned a PHD from the school of hard knocks.No advanced degrees. That was my point.
Question is, how long will it be before he is knighted and respectful people address him as "Sir Elon", LOL!
(edited for correctness)
They manage mutual funds (ETFs) and prudence requires that no one stock becomes too large a percentage of a particular fund. TSLA remains easily the largest holding in all three of those funds at more than 10%. Their rule is to not buy any more of a stock that exceeds 10% of a fund, and to perhaps pare some of it to purchase more shares of laggards.
ARK CEO Cathie Wood has said that TSLA is her highest conviction stock. Below is what she tweeted on Thursday.
To keep cost and space utilization down since they don't expect to need to build that many Model 3s continuously for the particular service area. It seems that they are sizing each of the modules in GF4 similarly at ~3k/week. They may have figured out that that is the optimum rate for efficiency.
If they need another 3k/week they just build another mirror module.
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