-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
Tesla has been less than transparent on this type of bad news in the past. They may know the answer, but are stalling for time. Just like M3 production number, who knows?
Trust me, Insiders (especially auditors or accountants or senior level management) know everything about the financial status, bottlenecks, and ramp-up numbers way better the government, media and outsider investors.. Some insiders even sold their stock positions before they release a bad press or earning report.
Rumor is they're shutting down the line Thursday, re-starting next Tuesday. Source seems to be an employee, don't know if he's reliable.
Charlie on Twitter
Last edited:
was looking at those numbers last night in the 10K,
75% of that (a little over $900 million) is maturing in March of 2019... only about $300 million due before March. I say only, because here is the scale of what is going on- Tesla ended 2017 with about $3.4 billion in debt.
From a topline view, looks to me like the Model 3 ramp would need at least two more major (ie many months) delays before hitting 5K per month AND investors would have to be unwilling to loan Tesla money or buy more stock for there really to be a cash crunch. I'd put the odds of either of those events occurring at under 5%. I'd put the odds of both of those events occurring at under 0.25%.
Krugerrand
Meow
Can you or any Norwegian give some color on Norway anticipating the 3? Is the sentiment that it’ll be as big or bigger seller than the S or X or those two combined? Will they like the smaller and sportier aspects or will they not like that they can’t load it with 2 tons of Ikea but instead only 1?
Zeroed my current account cash balance at 263. Missed 261 and change out of greed (.19 cents off lol) and adjusted to make sure I got shares.
Currently transferring some more cash in to take advantage of what I hope will be a decent sized sorry term dip after hours when delivery numbers show up.
Currently transferring some more cash in to take advantage of what I hope will be a decent sized sorry term dip after hours when delivery numbers show up.
Last edited:
Krugerrand
Meow
Isn’t the Internet awesome? A place where everything you ever type is in the history books and can be pulled up at a moment’s notice to make you a hero or a fool.
That could mean that they already hit 2500 units a week and they are getting ready for the 5000 units.
Tesla is priced at the same market cap as companies that sold 70X as many vehicles as Tesla last year.
In aggregate, the market has tremendously bullish confidence in Tesla.
I think that is extremely unlikely.
It's more likely those changes get them to about 2500 than that they are already there.
I'm pretty sure the jump to 5k doesn't require a long Shutdown persay, as part of it is installing the new additional battery pack line alongside the existing .Shouldn't need to shut the other one down until the final "okay hook it in" stage.
Krugerrand
Meow
You do your thing; you seem to enjoy the emotional frenzy of your investment choices. I’ll just sit over here with my feet up relaxing and watching the show. Even though I’ve watched this movie more times than I can count, I’m always interested in seeing if the new players to the forum behave like those before them or if they suddenly learn the life lesson. So far they’re batting 0.000, but I remain hopeful.
JoaoD
Tech Enthusiast
An employee? Lol, that is just an hater and a FUDSTER. He even says in that same Tweet that he is not an employee: Charlie on Twitter
JRP3
Hyperactive Member
Charlie on Twitter doesn't seem to be an employee, clearly a bear tweeting bad news whenever possible, including retweeting Mark BS.
DurandalAI
Member
No point in a shutdown unless you’ve identified areas to improve production. So I View it as a positive. Also we had a production boost after the last shutdown as well. This bodes well if you ask me.
- Status
Similar threads
- Locked
- Locked
- Locked
- Poll
