KBF
Model X owner (formerly Cdn Signature Model S)
2S3XY just fits...
International appeal. We just need a Right Said Fred remake with the new model (maybe it can do some turns on the catwalk).
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
International appeal. We just need a Right Said Fred remake with the new model (maybe it can do some turns on the catwalk).
Artful Dodger
"Neko no me"
Shirley, I am serious. Treasury shares are BETTER than cash -- no losses from inflation, and convertible to cash as needed in just 2 business days.
Perhaps you mistake purchasing TSLA shares for an Expense? It is not. Those shares are an Asset, and the most highly liquid asset on the NASDAQ. You can't even cash a Gov't bond that fast.
Current consensus 2022 Earnings estimate is $4.08 GAAP. Given Q1 of $1.07, Q2 of $0.76 and Q3 of $1.05 that would imply a $1.20 for Q4, a 14% increase over Q3.
Consensus 2023 Earnings estimate is $5.99. Ignoring fluctuations this implies a Q/Q increase of ~9% so lets say $1.31, $1.43, $1.55 and $1.70.
So unless we see a big beat in Q4 the analysts may not move their models much for 2023.
Maybe if Texas and Berlin production really kick in towards the end of the quarter and analysts need to update their 2023 production and delivery numbers.
Consensus 2023 Earnings estimate is $5.99. Ignoring fluctuations this implies a Q/Q increase of ~9% so lets say $1.31, $1.43, $1.55 and $1.70.
So unless we see a big beat in Q4 the analysts may not move their models much for 2023.
Maybe if Texas and Berlin production really kick in towards the end of the quarter and analysts need to update their 2023 production and delivery numbers.
RobDickinson
Active Member
It's not American national interest and if they want the service they perhaps should fund it?
Tesla just needs one damn quarter of production going smoothly and they’ll beat EPS estimates by an astonishing amount. It’s been nearly a year since Tesla has had a “smooth” quarter for production.
A 14% increase from an increase of at least 80k is quite silly. The math literally doesn’t add up. If Tesla actually delivers over 450k, then you’re talking way past $1.20 EPS
With midterms in the USA over with!
Have we all agreed on the third vehicle platform is going’s to be a Cyber Hatchback?
To me that makes all the sense, it’s going to be the platform for RoboTaxi, dent/rust resistant stainless steel chassis will make running cost low too.
If that’s not the solution, how the hell you could build it twice as fast as a Model 3 with half the factory footprint?
It doesn’t have to be all flat panels though.
SpaceX had figured out how to cold roll steel sheets into starship nose cone with complex contours. They could apply that and place curved panels where matters the most for aerodynamic.
Eager to see what are the first vehicles based off the platform and whether all new GFs will be tailored for that going forward.
But anyways not expecting it to release any time soon, since design team had just got off CyberTruck project and they probably need to build new factories for it.
3 years maybe?
To me that makes all the sense, it’s going to be the platform for RoboTaxi, dent/rust resistant stainless steel chassis will make running cost low too.
If that’s not the solution, how the hell you could build it twice as fast as a Model 3 with half the factory footprint?
It doesn’t have to be all flat panels though.
SpaceX had figured out how to cold roll steel sheets into starship nose cone with complex contours. They could apply that and place curved panels where matters the most for aerodynamic.
Eager to see what are the first vehicles based off the platform and whether all new GFs will be tailored for that going forward.
But anyways not expecting it to release any time soon, since design team had just got off CyberTruck project and they probably need to build new factories for it.
3 years maybe?
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Buckminster
Well-Known Member
OT a tad:
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Mod: I don’t consider the introduction of two beautiful new colors, which will surely cause extra demand, to be OT. The national security discussion though is rapidly heading that way.
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Mod: I don’t consider the introduction of two beautiful new colors, which will surely cause extra demand, to be OT. The national security discussion though is rapidly heading that way.
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I think we need a separate thread for speculation on the Gen 3 platform, or perhaps do it in the Engineering thread.
Timing wise I think I saw the following posted somewhere:-
- Reveal 2023
- Production start 2024
I will look for the post of the timeframe, and if I find it post a link here.
This is the post with the timeframe:- Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Don't know if you missed it, but Tesla board members only sell, not only that, to the best of my ability I cannot see what value they add to the company. Are they out there fighting the FUD? Do we see them continuously in the media backup-up the Tesla story and fundamentals? Are they guiding Elon on how to sell his TSLA without impacting the stock price? Are they doing anything at all, other than cashing in $millions on a regular basis?
If anyone has any insight on their added value, I'd be happy to hear it, because they look like a bunch of freeloaders to me
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ThisStockGood
Still cruising my Model S 70 2015
You're fast on the avatar change! Nice
New colors from Giga Berlin coming, finally:
teslamag-de.translate.goog
Mulit-Coat Red swapped for new Midnight Cherry Red,
Midnight Silver changes to brighter Quicksilver.
They charge an additional 800 EUR for the new colors.
Nur aus deutscher Tesla-Fabrik: Model Y jetzt in tiefem Rot und hellem Silber zu bestellen
Zwei neue Farben für das Model Y aus der deutschen Tesla-Fabrik sind da: Midnight Cherry Red und Quicksilber – zu einem hohen Aufpreis.
teslamag-de.translate.goog
Mulit-Coat Red swapped for new Midnight Cherry Red,
Midnight Silver changes to brighter Quicksilver.
They charge an additional 800 EUR for the new colors.
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verystandard
Member
DragonWatch
Small FootPrint
Forward Observing
Funny thing happened on the way to. . .
So, last evening we met a couple that we will be joining on a small tour in Portugal in about two days. After the typical introduction, I got a few more detailed questions and one answer was that I had taught computer science at a community college, after a career playing army. At which time the tall old geyser next to me says he is involved with AI. AI. . .
Keep in mind, I have an official tattoo on my back across my shoulders applied by god himself, that says “Kick Me.” I am the guy that all draft dodging cowards love to tell how they avoided, wet themselves, to not serve this country during world war III ~ oops, Vietnam conflict. Okay, back to the AI discussion. This distinguished gentleman after my comments, went on to tell me about his work, associated with the government. Cool, they are working on FSD tanks! Now I am excited and figuring it is about time; he feels safe now as I talk about my invloment with rockets, I burst out singing Rocket Man ~ okay, no way in hell. But he asks me about my take on Ukraine. . . Once we get off track enough, I bring him back to AI. Here we go. . . This clown, FUD creator, goes off on Elon when I mention the robot. He says, Tesla FSD is level 2, and you have to hold onto the steering wheel, and. . . Thank, my god, the captain lit the sign to leave the dining room. Otherwise, otherwise this Tasmanian Devil (all five feet three inches ~ I have lost three inches since my prime) was about to go into FSD attack mode!
Okay, okay, time to cool my jets. We cannot dock today due to the storm off the coast of Spain. Should be fun this afternoon tasting wine with all this rocking-an-rolling
I’ll keep an eye out for the ship loaded with an extra 20k Tesla’s.
Cheers TSLA! I can feel the iWind (My version/technical analysis of TSLA ~ going green)
Funny thing happened on the way to. . .
So, last evening we met a couple that we will be joining on a small tour in Portugal in about two days. After the typical introduction, I got a few more detailed questions and one answer was that I had taught computer science at a community college, after a career playing army. At which time the tall old geyser next to me says he is involved with AI. AI. . .
Keep in mind, I have an official tattoo on my back across my shoulders applied by god himself, that says “Kick Me.” I am the guy that all draft dodging cowards love to tell how they avoided, wet themselves, to not serve this country during world war III ~ oops, Vietnam conflict. Okay, back to the AI discussion. This distinguished gentleman after my comments, went on to tell me about his work, associated with the government. Cool, they are working on FSD tanks! Now I am excited and figuring it is about time; he feels safe now as I talk about my invloment with rockets, I burst out singing Rocket Man ~ okay, no way in hell. But he asks me about my take on Ukraine. . . Once we get off track enough, I bring him back to AI. Here we go. . . This clown, FUD creator, goes off on Elon when I mention the robot. He says, Tesla FSD is level 2, and you have to hold onto the steering wheel, and. . . Thank, my god, the captain lit the sign to leave the dining room. Otherwise, otherwise this Tasmanian Devil (all five feet three inches ~ I have lost three inches since my prime) was about to go into FSD attack mode!
Okay, okay, time to cool my jets. We cannot dock today due to the storm off the coast of Spain. Should be fun this afternoon tasting wine with all this rocking-an-rolling
I’ll keep an eye out for the ship loaded with an extra 20k Tesla’s.
Cheers TSLA! I can feel the iWind (My version/technical analysis of TSLA ~ going green)
Could be Elon has been persuaded to bring forward Gigafactory construction, so that we will hear about several new ones soon.
The best time to add capacity is during a recession, then when the recession ends you are able to take full advantage of a growing economy while your competitors are stuggling to rebuild capacity they mothballed during the recession.
The best time to add capacity is during a recession, then when the recession ends you are able to take full advantage of a growing economy while your competitors are stuggling to rebuild capacity they mothballed during the recession.
That cherry is the bomb.
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