The Accountant
Active Member
Good point - I hadn't even noticed that.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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The Accountant
Active Member
We will hear some FUD today about China deliveries . . . .that "essentially" the demand story in China is dead.
Of course Tesla now pivots to local deliveries for China in September. So the FUDsters may be able to carry this narrative for 3 weeks until we get the P&D report to shut them up.
While the CPCA news is certainly awesome, this is the first quarter when Shanghai completely takes over for Fremont exports. So a few questions remain, but should be answered next month:
One thing is for sure, with 14 ships in total for Europe, and that 56k export production so far (probably not only for Europe!) Q3 will be brutal over here. I was expecting 42k+, but could be more based on this.
- Did Fremont lower/maintain/increase production, production that is almost fully going into NA now? (There are 2 ships out of Fremont, headed for S. Korea and Taiwan, but other than that nothing).
- Will Shanghai still produce another 44k cars in September and if so will that be fully domestic sales, maintaining the ~60k quarterly sales rate?
One thing is for sure, with 14 ships in total for Europe, and that 56k export production so far (probably not only for Europe!) Q3 will be brutal over here. I was expecting 42k+, but could be more based on this.
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Not to dampen the hype .. but always remember:
The Accountant
Active Member
Haha - True.
We also have this:
The Accountant
Active Member
Took about an hour but we finally turned Green in pre-market despite futures in the Red.
I'd normally be sleeping at this time but I'm in Europe for the next 2 weeks and taking advantage of the time difference !!
I'd normally be sleeping at this time but I'm in Europe for the next 2 weeks and taking advantage of the time difference !!
In one of the early 2021 polls I predicted 750 for year end. I like the current momentum and I don't mind being wrong.
edmunds forgot to proofread the title of the review they had made for the Hummer EV. Complete revival of an old aging brand in an EV marketing exercices.Every year Chevy comes out with a new model year Corvette, Edmunds raves about it, how much power it has and points out every improvement, no matter how minor.
Tesla does a complete engineering re-design of the Model S (only 10 years old), adds a whole 'nuther motor (three motors!), more range and makes the fastest production car ever made and Edmonds says "The Tesla Model S Plaid is nothing more than a marketing exercise designed to draw attention to an aging car.".
Edmunds is a hilarious fraud!
HG Wells
Martian Embassy
Well at least I only sold half of this week's calls.
Doug Field left Tesla in 2018 in the middle of notoriously failed M3 ramp-up. He was in charge of M3 production and Elon himself took M3 program chief role in May 2018.
Official reason for leaving was "family absence". Am not saying he definitely got fired, but there was serious speculation at least.
Doug Field could deserve a good deal of credit for many things, but M3 ramp-up is not one of those.
Doug DeMuro has the best reaction video for the S Plaid. For those who don’t know Doug, he is perhaps the most famous car reviewer on YouTube with 4M subscribers and some review videos with 10M to 14M views.
And now, all of them want to try the “punch” on the Plaid.
Best 2 minute reaction clip:
His channel: https://www.youtube.com/c/DougDeMuro/videos?view=0&sort=p&flow=grid
The entire Plaid video:
And now, all of them want to try the “punch” on the Plaid.
Best 2 minute reaction clip:
His channel: https://www.youtube.com/c/DougDeMuro/videos?view=0&sort=p&flow=grid
The entire Plaid video:
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TheTalkingMule
Distributed Energy Enthusiast
And you know this....how?
To me it looks like Elon wanted more speed, as he always does, and this guy kinda snapped and quit/fired. That's not really failure, that's Elon chewing you up. It happens. Jerome just left, does he "deserve credit"?
Certainly the knowledge gained was valuable and the 2nd time around will be easier. Do t get me wrong, I'm absolutely certain Ford will fail, but it won't be because of this guy.
Looking splendid in the premarket.
AquaY
Member
If you want a laugh. On a serious note at the moment demand outstrips FUD so this isn’t an issue now.
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I bet a crate of Westvleteren 12 that is would be above $1750 by year end... I'm not conceding...
TheWalkingDad
Cybertruck 23' or bust.
He gave it the highest ever score he'd ever given so I'd say it is on the top of his list for cars. He was glowing about it in a podcast interview with MKBHD.Hard to say,
Hope his deal is salary rather than ISO.
TheWalkingDad
Cybertruck 23' or bust.
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