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TSLA Market Action: 2018 Investor Roundtable

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Tamberrino estimated 22,000 S & X deliveries in Q1. The actual number was 21,800. He estimated 9,500 M3 produced. The actual number was 9,766.

Pretty close.


Excellent. Then I wonder why he cant figure out that at 2k Model 3s per week its doubling of Unit production and 50% more revenue in just 1 qtr. Or that at 4k/w its a doubling of revenue and a tripling of total unites per week in just 2 qtrs. That is if they fall short of the 5k by June 30th by 1000/w. You would think that if he was so good at projecting, that he could project what happens when a company grows at 50-70% YoY for multiple decades, and just how big they tend to get and how much of the market they consume. You would think with those projecting skills, it wouldnt be hard for him to add in the Model Y to that equation and maybe even the Semi and a pickup. I am sure he would do that if it wasnt his job to just to wake up and downgrade Tesla every time the stock got to a certain point. He clearly knows what he is doing. He is doing his job.
 
All this talk about bankruptcy is negative because at times it’s self fulfilling .
Creditors lose faith.

Clearly not Teslas situation though recent Bloomberg article alludes to it.
Bottom line , it’s critical to ramp aggressively now, hence 24/7
Is the way to go.
 
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