OK, to cut down on posts, here's my digest...
You seem to be missing the point. Tesla has promised a profit in Q3. From all of the profit projections I have read everyone was banking on next to zero "in-transit" at the end of September. Tesla cannot afford to have three weeks of this month's production in transit on 9/30. They need to cut that to 2 weeks or even less for any hope of a profit.
Profit has not been "promised", profit has beed guided, totally different.
They are not going to be profitable in Q3 from the numbers I am currently seeing.
I disagree, they look like they're going to hit bang in the middle of guidance, so looks on-track for me. Added to that the large numbers of high-margin cars that seem to be delivered it's looking very likely.
My target range os -100m to +250m, but like most people here (and elsewhere for that matter), I've pulled that out of my colon.
TMC Spreadsheet has been 95%+ accurate and is projecting 56k deliveries. Inside EV numbers are always low balled the first two months of the quarter.
Has anyone got a historical analysis of IIEV's guesstimates versus actuals? If not I'll try to put something together - if there's any consistent %age factor could be very useful for the future.
I don't like the implication that we are the Galactic Empire and we are firing our Death Star to destroy planets with billions of innocent people living on them
Tesla knows what they can sell CPO vehicles for. If they can take back leased cars and re-sell them at a profit, all while selling (leasing) a new car, why wouldn't they? Just my hypothesis.
Yes, and the CPO's don't hang around for long. There are none available in Belgium right now and my anecdotal experience was that my P85 sold within three weeks of being traded.
Rogan's podcasts are like three hours long-the odds that Elon will say something that folks looking for a negative headline can grasp onto asymptotically approach 100%.
But it'll be well worth it; Rogan also lets his guests talk freely, and he doesn't seem to me to generally push any agendas. We should get perhaps the deepest unfiltered look at Elon that we've ever seen.
Listen to Joe quite a bit and looking forward to it, have posted more in the JRE thread
Somebody on twitter is making fun of me
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This thread is watched by many and regularly quoted.
Being utterly ignorant of the gentleman, I just read the entire wiki bio of Joe Rogan.
Thus having done the appropriate due diligence, and therefore qualified to ask the following...would someone PLEASE tell me why you - and more importantly, quite a number of other TMC forum members - are so excited about the upcoming podcast? Is there any reason to expect anything questions of substance; any insightful probings?
Because it's a chance for Elon to really speak without any editing or spin or other BS. Joe will ask good questions, he will challenge, but he will give Elon time to say what he wants.
By now I hope that Unsworth will take Musk to the cleaners, so much that it hurts Musk very, very badly, if only to show that even megarich egomaniacs don't get away with everything.
Perhaps Unsworth should sue in an English court. English law is very favourable for plaintiffs in libel cases and there are enough aspects to establish jurisdiction.
The amount of coverage of Musk's latest tweet in the European media was remarkable and to call it "not helpful" for Musk's reputation would be putting it mildly.
I also hope Elon get sued, because I believe Elon must have something on this guy, otherwise I fail to see why he'd be continuing his attacks.
I don't see any coverage other than the UK tabloid newspapers, which are faux-angry because a British national's reputation is being tainted. This would change very rapidly if some evidence of paedophilia were to come to light, the UK is incredibly intolerant towards that.
You still do not get it, do you? The reputational damage for Tesla and its investors is huge. The media all over Europe are believing and writing that Elon has completely lost his mind.
I don't see it.
Wish i had the funds and the ability to explain to my better half why it would be important for the greater benefit of us all to own such a beauty
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Really is lovely in white, but they need to do something with the windscreen wiper - using the same one as the semi ain't gonna cut it
As for getting permission from the missus, well all my cars are through my company, which is totally separate from domestic finances, so no discussion
