EVNow
Well-Known Member
No different from many other countries where the currency is not fully convertible.And by the way, China could impose capital controls anytime it wants to with little notice, so that's a factor too.
You can install our site as a web app on your iOS device by utilizing the Add to Home Screen feature in Safari. Please see this thread for more details on this.
Note: This feature may not be available in some browsers.
No different from many other countries where the currency is not fully convertible.And by the way, China could impose capital controls anytime it wants to with little notice, so that's a factor too.
Yes. Musk also said he thinks barring any big disasters they should be able to hit 2m.I'm not getting this ... Tesla produced 440k vehicles in Q4. Without doing anything Tesla can already produce 1.8M vehicles in a year. So isn't 1.8M units for 2023 a very conservative estimate?
A compact van would be great for a Robotaxi and local area deliveries.Elon basically says Tesla will make a commerical vehicle. This seems to be the vehicle they keep hinting at.
Must be a commercial and robotaxi capable vehicle that suits multiple avenues.
Cory from the Stock Channel did an entire episode just on Tsla, and drew a V shape recovery a few weeks ago.Just wondering…. with 80 million shares short Tesla. A solid 4th quarter and a decent chance of a positive catalyst in 4.5 weeks.
What are the chances the shorts start bailing out in the next few weeks? Are we going to see an epic short squeeze between now and March 1st or do people think that will take more significant movement?
I think one unknown is how those casting machines ramp.I'm not getting this ... Tesla produced 440k vehicles in Q4. Without doing anything Tesla can already produce 1.8M vehicles in a year. So isn't 1.8M units for 2023 a very conservative estimate?
China likes when you move money out actually…. It lowers the price of their currency which makes their products cheaper and more competitive. No chance China blocks companies taking profits out of China.Yeah, let's all calm down on this issue. From: How Multinational Companies Can Use Cash Repatriation as a Tax Planning Strategy
"If a US company’s China subsidiary distributes earnings to its US parent, the distribution may be subject to withholding tax in China, and taxed as dividend income in the US. Before deciding upon a means of repatriation, companies should determine the tax cost of each method, and any alternatives to mitigate that cost. "
No outright restrictions from China (currently), but there are other possible issues at play. The point being that it is a complex accounting issue that is different for every company depending on their tax posture, in country needs, etc. And by the way, China could impose capital controls anytime it wants to with little notice, so that's a factor too.
So a legit question, complex answer, and no need to get excited about it.
I'm not getting this ... Tesla produced 440k vehicles in Q4. Without doing anything Tesla can already produce 1.8M vehicles in a year. So isn't 1.8M units for 2023 a very conservative estimate?
Tesla just buys more, two machines twice the production. This is clear by the extra spaces for them in the Texas giga factory.I think one unknown is how those casting machines ramp.
Yeah, let's all calm down on this issue. From: How Multinational Companies Can Use Cash Repatriation as a Tax Planning Strategy
"If a US company’s China subsidiary distributes earnings to its US parent, the distribution may be subject to withholding tax in China, and taxed as dividend income in the US. Before deciding upon a means of repatriation, companies should determine the tax cost of each method, and any alternatives to mitigate that cost. "
No outright restrictions from China (currently), but there are other possible issues at play. The point being that it is a complex accounting issue that is different for every company depending on their tax posture, in country needs, etc. And by the way, China could impose capital controls anytime it wants to with little notice, so that's a factor too.
So a legit question, complex answer, and no need to get excited about it.
Most promising on a domestic light industrial scale is some form of solar/wind/heat capture.The segment known as small scale wind (which in the US is desperately trying to rebrand itself as distributed wind) is not even visible as a rounding error.
Maybe 4680s are faster ramp than auto Factories. Tesla mentioned that it's large scale logistics to get all the pieces together, and that GigaTexas has one 4680 line operational and 3 more being installed/commissioned. This made me think about how those machines are more like bottling company machines with a ton of moving parts like we see in the videos - Roadrunner was the nickname. So maybe it's the logistics in getting all of them machined and assembled, but it's nothing compared to what's required for a GigaPress birth or the install from foundation on up.Hard to ramp too much without the facilities to do so...
Why? This discussion was supposed to be about 2022 financials, not discussion of future plans. I'm sure they'll be more discussion of Semi production on March 1. Based on the current situation and the reveal yesterday about the GigaNevada expansion, I'd be surprised to see 50,000 in 23, with major production starting when the new facility is complete (or close to it).I'm most disappointed that there was no real discussion on the Tesla Semi production plans for 2023.
It seems to me that the inventory number should be correlated to production. If production increases, the percentage of production left in inventory each quarter should increase as well.
As I recall, they were still filling up boats in Shanghai in December, which is different from previous years. So, some of that inventory would have been on those ships. There were other reports of ships being staged off shore in Europe, waiting for a space on the dock to open up. This would add to the amount of cargo unable to be delivered before quarter end.
Add to this how they are unwinding "The Wave" and inventory would be expected to increase during the transition.
It doesn't have to, but there are significant tax implications to repatriating foreign income. I'm not smart enough to know the details, but generally companies avoid doing it as long as possible.This keeps coming up, and yet no one has been able to provide any evidence that "profit in China has to stay in China". What's your source? Let's get to the root of things here.
Big institutional shorts trying to clear out before retail can trade.Yikes, 23 million shares after hours.
Maybe 4680s are faster ramp than auto Factories. Tesla mentioned that it's large scale logistics to get all the pieces together, and that GigaTexas has one 4680 line operational and 3 more being installed/commissioned. This made me think about how those machines are more like bottling company machines with a ton of moving parts like we see in the videos - Roadrunner was the nickname. So maybe it's the logistics in getting all of them machined and assembled, but it's nothing compared to what's required for a GigaPress birth or the install from foundation on up.
So it's a different kind of factory, maybe Pepsi can help with it, lol. They'll be "popping" up everywhere!