Related to that, I'm wondering how Tesla discusses the margins given I think most cars are coming with due bill parts and it's always more expensive to do those sorts or things after the fact. The parcel shelf is just a ship it, but I've got carbon fiber interior elements due and that'll take a Ranger visit. Plus, we've got the various physical issues being reported (gaps on some cars, paint mismatch issue one person just reported, my charge port door didn't work, etc). There aren't enough sample points to know if the defect rate is unusually high, but it seems reasonable to figure the initial run of cars will have more costs to diagnose/fix such things and roll those fixes back into the production line. Presumably the 25% margin is after those kinks are worked out.
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TSLA Investor Discussions
- Thread starter Fr23shjive
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Citizen-T
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Well yeah. I think your last comment is it. The 25% number is once they hit their stride. I wouldn't expect to see that until at least summer if not EOY. I just want to see improvement in that direction in the short term.
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Sent from my DROID RAZR using Tapatalk 2
I agree any anouncement that they are continuing to be positive with gross margins improving should move the stock. Of course if they announce that margins are not improving that might tank my options
The two aren't incompatible. Steve Jobs was the master of both playing things close to the chest and making flashy announcements. The only question is the timing of the flashy announcement. The longer you go without any news at all on something, the greater the anticipation for the announcement.
Wow, that's unintentionally hilarious. You should have posted it in the Anti-Tesla Gibberish thread instead.
K Hall
Member
With the current production rates I am buying on the dip as well. They need a lot of process improvement on their delivery and supply chain side. When they get those processes worked out sales will accellerate.
I can't even find a website for them. But I think their DOE loan refusal was probably due to some outrageous claims that could not ever be met. More humor below. Less expensive than the cheapest of electrical bicycles. Longer range than any EV (even an essentially perpetually flying Helios type aircraft). Faster than a Tesla. Able to charge off of USB!. Lower CTO than a golf cart.
XP Vehicles Inc. said:
Found on this site Vator - XP Vehicles, Inc. company profile
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palmer_md
Member
wow...xpv is just unbelievable. I certainly hope this gets immediately thrown out. Completely ridiculous.
bonnie
I play a nice person on twitter.
Their website is for sale. myxpcar.com: The Leading My XP Car Site on the Net (from their LinkedIn page).
Zzzz...
Member
I hate to post the link, but here it is: XP Vehicles, XP Vehicle
They were trying to build inflatable EV that could not be plugged in because it were supposedly get a fuel cells... You can see couple low res renders there but site now clearly about politics. And I suspect company always have been about politics, not about building cars.
Me too. In poker terms, I'm all in.
On November 30th, ABG did an article on XP vehicles and their suit against the DOE.
XP Technology sues DOE over advanced vehicle loan rejection
CyberDutchie
Active Member
Maybe it's this article from yesterday on Green Car Reports:
How Many Tesla Model S Electric Cars Were Built In 2012? How Many Sold?
Perhaps people expected Tesla to beat there own estimate and this article makes them belief that's not going to happen. In my opinion the article is not helpful, it takes the surprise out of Tesla's Q4 and year end announcement.
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