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

[AlexS]

See for yourself.

thank you, yep absolutely nothing important here

 

[Anstandswauwau]

you're comparing the Model 3 (a $72,000 car in China at the moment) to a car that costs $25k and has a 30kWh battery?

No, I did not. But thanks for putting words in my mouth.

which one of us is missing the context again?

I did not say you where missing the context – I was just referring to the EV market potential in China.

In fact, according to Vincent, there are >130.000.000 potential customers for the Model 3, so the current projections floating around right now point to "being well on track" for a respectable market saturation but IMO nothing that would be surprising or overwhelming (the figurative definition of a Tsunami).

I mean, did all of you guys expect Tesla to sell less than that in China?

 

[NicoV]

It's a battery pack line, doesn't mean it's exclusive to the SR, does it?

The SR battery is rumoured to be entirely different (in layout) in order to optimize costs, so the manufacturing automation is probably also completely different.

 

[Pezpunk]

No, I did not. But thanks for putting words in my mouth.

I did not say you where missing the context – I was just referring to the EV market potential in China.

In fact, according to Vincent, there are >130.000.000 potential customers for the Model 3, so the current projections floating around right now point to "being well on track" for a respectable market saturation but IMO nothing that would be surprising or overwhelming (the figurative definition of a Tsunami).

I mean, did all of you guys expect Tesla to sell less than that in China?

Did you honestly expect them to sell more? how many $72,000 cars do YOU think Tesla should be selling in China?

 

[Garlands]

new elon musk interview:

On the Road to Full Autonomy With Elon Musk — FYI Podcast

 

[Anstandswauwau]

Did you honestly expect them to sell more? how many $72,000 cars do YOU think Tesla should be selling in China?

With all the EV craze in China, something in the ballpark of BMW or Mercedes, so 450.000 - 500.000.

 

[LST]

OMG OMG OMG just received THE sms from Tesla to schedule delivery of the MDL3 in Zürich for THE 22.2.19 OMG OG thats this Friday !!! Where's the bigger CapsLock when you need them ?... Needless to sy I'm totally exited, thats sort of a month earlier than I expected in my wildest dreams.
Back to "on topic" this must help the Sp to rise, no ? /S

 

[keydiver]

Replying to my own comment.. what I'm not sure how to reconcile is that Telsa said they had 1,010 Model 3s in inventory at the end of 2018. Any thoughts?

So, at most, Tesla is keeping 1 week's worth of Model 3 production staged in a delivery queue, so that anyone who orders a Model 3 in the US can have it within 1-2 weeks? How exactly do you spin that as a bad message?

 

[gora321]

Since when does Tesla unveil cars at auto shows? They don't like other cars stealing their thunder.

True. I have taken it as info not fact which raised my interest. Looks like that Model Y attracts.

 

[LST]

yep Green, that was me

 

[Pezpunk]

With all the EV craze in China, something in the ballpark of BMW or Mercedes, so 450.000 - 500.000.

So you were projecting $32 billion in revenue from China alone in 2019. wow, you are the biggest Tesla bull on planet Earth.

 

[gora321]

Tobia Sloth‏ @norse_creative
My garage is where Tesla Denmark deliveries are happening ! All these are going out tomorrow. Another 30 units at bottom fl. of the garage for next 2 days delivering 10-20 units per day, they plan on keeping deliveries from here next few months for the initial rush ..

5:15 PM - 18 Feb 2019
Tobia Sloth on Twitter

 

[gora321]

NorwegianModel3guy‏ @NorwegianModel3
More shots. 123 Teslas in total. About 100 of them a 3. #nodemand.

2:46 AM - 19 Feb 2019
NorwegianModel3guy on Twitter

 

[dddaaa0]

Elon is on the latest Ark-Invest podcast with Cathie Wood:
Posts - ARK Investment Management

 

[Anstandswauwau]

So you were projecting $32 billion in revenue from China alone in 2019. wow, you are the biggest Tesla bull on planet Earth.

No offense, but I'm fairly sure you're not reading my posts carefully.

I was saying that those are sales numbers one can expect (to reach) in a market like China, not a projection.

By the way, Mercedes are indeed making >$35 billion in revenue in China alone, so with all the news that Tesla is crushing MB in the US, >$32 billion revenue now suddenly seems like an outrageous goal to set?

Then again, Tesla is of course NOT capable of achieving this goal, yet – not even close. But that's because they're still heavily constrained by supply. If this comes as a surprise to anyone, then please call this a ****ing Tsunami. For everyone else it's "well, told ya so".

 

[Chop110]

yep Green, that was me

It was a nice bounce into green. Unfortunately, we are seeing some classic low volume capping.

 

[Don TLR]

Maybe the recent slowdown of car sales in China were from buyers waiting to get their Tesla..

 

[bdy0627]

Elon is on the latest Ark-Invest podcast with Cathie Wood:
Posts - ARK Investment Management

Some key points from Elon:

• Elon guesses they will sell 1.5M cars in 2021
  
  
• 3M in 2023
  
  
• Expects to be feature complete with FSD by the end of this year
  
  
  • Car will be able to find you in a parking lot, pick you up, and take you to your destination without human intervention
    
    
  • He says he is certain of this
    
    
  • He manages autopilot engineering in detail every week and is very very certain of this outcome
    
    
  • He doesn’t know when regulators will allow them to turn on these features, particularly without human oversight
    
• When does he guess it will be safe for someone to fall asleep and wake up at their destination?
  
  
  • Probably towards the end of 2020
    
    
  • Still doesn’t know when regulators will agree it is safe enough for that
    
    
  • China and US regulators are very good; Europe is more conservative
    
• He thinks Tesla has the best self driving engineers and he stressed multiple times that he is very certain they will get this done this year
  

 

[gora321]

Steve Jobs‏ @tesla_truth
“To date, media coverage and word of mouth have been the primary drivers of our vehicle sales leads and have helped us achieve sales without traditional advertising and at relatively low marketing costs”

We are the marketing team.

4:54 AM - 19 Feb 2019
Steve Jobs on Twitter

 

[cliffski]

new elon musk interview:

On the Road to Full Autonomy With Elon Musk — FYI Podcast

Holy crap anyone else listening to this? I feel like selling all my internal organs to buy more stock. Its incredibly positive.