TSLA Market Action: 2018 Investor Roundtable

[Mobius484]

Yup, Elon has said the limiting factor to Tesla's growth plans is not capital. So it's stands to reason that the factors you list are the true limiting factors.

I do think Tesla will open a 3rd US Gigafactory, for example somewhere East of the Mississippi, to make just trucks: Semis, Pickups and batteries, that is. And closed autoplants with a furlowed labor pool are ripe for the having all over the rust belt. Elon just visited Indiana last month (he tweeted from the Studebaker Museum on Oct 9th).


!

Totally agree. Think a Midwest/mid Appalachian GF is due! Build some trucks semis and megapacks...

side note: Elephant in the room STORAGE - PowerWall PowerPack - some estimate that "perhaps" GigaFactory could produce 150 GW after all the expansion? I wonder if they also considered motor and possible SEMI production. interesting times

Nuff said...

 

[Cobbler]

I would say: we all play dumb and don't repeat too much of our thoughts that we have a semi-god posting among us. All it takes is a FUD article or Reddit thread and half of the internet is chasing every bit&byte that user has posted here.
Just watch/learn and enjoy the postings of FC
And if it turns out FC isn't Elon, then I recommend him as a new board member of Tesla!

Board member recommendation it is! He has my vote!

 

[schonelucht]

I do expect that they send parts like with the S and X to Europe and China and do the final assembly for the 3 locally to avoid local taxes.

Unlikely. Tesla was advertising for a roll on/roll off specialist position in Zeebrugge recently which would indicate they'll assemble the cars whole in Fremont and ship as is. Also, there has been zero work in Tilburg to provide for additional assembly capacity so far.

 

[avoigt]

Unlikely. Tesla was advertising for a roll on/roll off specialist position in Zeebrugge recently which would indicate they'll assemble the cars whole in Fremont and ship as is. Also, there has been zero work in Tilburg to provide for additional assembly capacity so far.

Interesting. Do you have a description what roll one/off ( I guess that is want you wanted to write) specialist means. It can be many different activities and does necessarily mean that the cars arrive already fully assembled. Nor has it to be a job in relation to the 3 unless its stated.

Also its my understand Tesla would pay high taxes for the 3 if they arrives fully assembled and why should the do that? They clearly would need to build the facilities but I remember that a larger facility was organized lately although its been stated its for spare parts we do not have anything official from Tesla do we?

Some speculation here but again I would not really understand why Tesla would stop a working procedure from the S and X and goes to a less profitable model for the 3...

 

[Earlian]

When the German press publishes this kind of positive articles,
you know something has changed.....

Bild: Tesla boss Elon Musk:
"We are over the mountain"

ARD: Because of Teslaworry lines at Audi, BMW and Daimler

WIWO: Tesla Model 3 is the best selling e-car

Auto motor und Sport: QUARTERLY FIGURES AUDI, VW, BMW MERCEDES, TESLA
What the quarterly figures reveal the situation of the German car industry

 

[HG Wells]

Sooo uhh...
BREAKING: Tesla Model 3 Deliveries In China Estimated For March 2019 | CleanTechnica
That's a lot more than a bit quicker than I was thinking. Tent Secured?
Hope TSLA pops tomorrow on this news.

Boss Short:

This week I think I'll push the idea that Tesla has run out of buyers.

Headline Shortsville Times.

Tesla forced to ship excess production to China as US sales dry up.

Your Partner in Crime
Chief Editor
Shortsville Times

 

[schonelucht]

Interesting. Do you have a description what roll one/off ( I guess that is want you wanted to write) specialist means. It can be many different activities and does necessarily mean that the cars arrive already fully assembled. Nor has it to be a job in relation to the 3 unless its stated.

Correct, it's only circumstantial evidence. The job description specifically mentioned the Model 3 coming and roll on/roll off operations in Zeebrugge is really about moving complete vehicles by sea.

Also its my understand Tesla would pay high taxes for the 3 if they arrives fully assembled and why should the do that? They clearly would need to build the facilities but I remember that a larger facility was organized lately although its been stated its for spare parts we do not have anything official from Tesla do we?

Some speculation here but again I would not really understand why Tesla would stop a working procedure from the S and X and goes to a less profitable model for the 3...

Correct, but the new facilities are more suited for logistics than assembly. Again, it's all circumstantial and it could be that only the Norwegian/Swiss Model 3's are roll on/roll off and everything else for Europe is through local assembly. Financially, there is a direct 10% import duty on a fully assembled vehicle, but this cost is partially offset by 1) cheaper shipping 2) no need to invest in high volume automated assembly in Tilburg. Both of these and the ASP of the car itself may make the financial trade-off work for the Model 3 but not for the S/X. Tesla may also be banking on a political agreement between EU/US to drop import duties to 2.5% on cars or a full fledged Gigafactory 4 in Germany by 2021 or so. If there is a reasonable chance either will happen, then it may not make much sense to invest in a high volume assembly line for just that bridge period. There are more questions than answers for sure.

 

[Fact Checking]

Haha - to me from now on Fact Checking is Elon Musk and I believe in him as like he were Elon Musk himself.

LOL - I'm (obviously) not Elon or any other public figure (or connected to Elon or Tesla in any fashion) - I'm a Tesla fan speculating here on TMC with other Tesla fans - and in fact the "journalist" who wrote the article contacted me here on TMC a couple of days ago as @Niedermeyer and I denied it to him as well.

This information he apparently "forgot" to include in his article - but I guess he didn't want the facts get in the way of a good conspiracy theory...

BTW., "Edward Niedermeyer" appears the be the original guy behind the "Tesla Death Watch":

A Grain of Salt

So he has a decade long track record of being wrong about Tesla.

 

[Analyst007]

LOL - I'm (obviously) not Elon or any other public figure (or connected to Elon or Tesla in any fashion)

If you were Elon, (obviously) you wouldn't tell that here publicly as you would have even further problems with SEC. To me, you are still Elon Musk and you provide us with insider knowledge

It is better for me, as a shareholder, to believe that you are Elon Musk than to not believe it. It makes my cardiologic health better in the way that I can survive the volatility in TSLA.

 

[j6Lpi429@3j]

indeed. only the true messiah denies his divinity!

 

[davecolene0606]

Tesla down 1.14% on Frankfurt exchange

Fire Away!

 

[davecolene0606]

LOL - I'm (obviously) not Elon or any other public figure (or connected to Elon or Tesla in any fashion) - I'm a Tesla fan speculating here on TMC with other Tesla fans - and in fact the "journalist" who wrote the article contacted me here on TMC a couple of days ago as @Niedermeyer and I denied it to him as well.

This information he apparently "forgot" to include in his article - but I guess he didn't want the facts get in the way of a good conspiracy theory...

BTW., "Edward Niedermeyer" appears the be the original guy behind the "Tesla Death Watch":

A Grain of Salt

So he has a decade long track record of being wrong about Tesla.

All I can think of every time this guy is mentioned...

Fire Away

 

[erha]

Futures are turning green

Nasdaq Futures
6,986.25
+6.00(+0.09%)

 

[mongo]

There also appears to be rather acute labor shortage in the Reno area. The "Tesla effect" already created a big boom in Nevada - increasing GF1 from the current ~6k staffing to ~20k might be problematic. Tesla is already one of the best paying employees in the area.

There's going to be a limit after which it's probably cheaper to build a new Gigafactory than to extend GF1. Other states would be accommodative of a Gigafactory too I'm sure.

Elon has mentioned build housing on site for employees (some version of mobile home). On Recode, he mentioned housing is cheap to build if you do it a factory.
So I wouldn't rule out vertical integration outside of the factory resulting in reduced costs. Rents at lower than market (adjusted salary) fueling Tesla's bottom line. Utilities included.

 

[Boomer19]

I have to post that! Because it is coming from auto news-deep ICE world! ))
I love @Fact Checking posts no matter if he Elon or anyone else.
But dude they are quick as the ICE industry!

Who's Fact Checking?

ps. Somebody started to read TMC. It is positive! They may learn something!

who wrote that article? there’s no author cited

 

[shlokavica22]

indeed. only the true messiah denies his divinity!

It's good that he deleted all his posts bragging about it. Few of us are aware about that though, innit

 

[lascavarian]

Fact Checking obviously keeps a secret in a lock box.

 

[gora321]

who wrote that article? there’s no author cited

...some explanation TSLA Market Action: 2018 Investor Roundtable

 

[Analyst007]

I guess today is going to be a fight along the 340$ mark. I guess Fact Checking is Elon Musk as when his first posts come out it is Elon sitting in his Tesla in the early morning driving to the factory.

 

[avoigt]

When the German press publishes this kind of positive articles,
you know something has changed.....

Bild: Tesla boss Elon Musk:
"We are over the mountain"

ARD: Because of Teslaworry lines at Audi, BMW and Daimler

WIWO: Tesla Model 3 is the best selling e-car

Auto motor und Sport: QUARTERLY FIGURES AUDI, VW, BMW MERCEDES, TESLA
What the quarterly figures reveal the situation of the German car industry

An here some more:

Tesla enters the thorne of EVs
Tesla-Aktie: Model 3 klettert auf den Thron der Elektroautos - onvista

Tesla does not look in the death face any more
„Tesla starrt dem Tod nicht mehr ins Gesicht“ - WELT

Tesla Model 3 at top
Die Elektro-Bestseller weltweit: Tesla Model 3 an der Spitze