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pz1975
Active Member
Crazy battle this morning. Bears must feel like the bulls are at the gates to their city.
I’m not positive they’re producing as many cars as they can. I believe every effort is being made to max production for the last 7 days of June. This could involve a lot of tweaking, starting and stopping. Tesla is probably supremely focused on the design and testing of the line, not the current output.
Todd Burch
14-Year Member
Agree--that's kinda what I meant. I guess I mean "Tesla is attempting to maximize production with the primary goal of ensuring >=5,000/wk by end of Q2."
I'd expect hem to prioritize the high margin and harder to assemble AWD and P versions to get their build rates up via training, then switch back to fast production RWD (if AWD isn't) at the end.
From the factory photos, it looks like drive train gets loaded on the autonomous cart, then chassis/frame mated to it. So AWD seems minimal impact, but if the harness/ cooling loop connection is the bottle neck...
It really is semantics. The folks that want to drive the SP down will spin it one way and the longs (myself included) will see it for what it is.
If the CEO say's we need to reduce the "barnacles" and then in the following months does just that....well I see this as a positive.
If the CEO say's we need to reduce the "barnacles" and then in the following months does just that....well I see this as a positive.
Link broken...for me anyway.
Only if you keep writing headlines with questions marks in them!
No one does journalism these days, it’s all opinion...
bdy0627
Active Member
I think this is likely too. They will go into burst production mode near the EOQ. I wouldn't expect the rate they achieve during the last week of the quarter to be sustainable through July. I think the sustained rate will be lower as we have seen, and it will slowly increase up to the burst rate from the end of the quarter. I'm hopeful for a steady rate of 4,000/wk in early July, and increasing from there. I think that may be optimistic though.
N5329K
Active Member
My rule, anyway: whenever a web headline ends in a question mark, the answer is : No.
Robin
I don’t think you’re too optimistic. We’re leaving hell
Running in such a way as to produce 5k in a week is beyond burst mode on the Fremont side (a week run at that rate shows sustainability). The limiting factor will be suppliers and inventory.
TrendTrader007
Active Member
LOL i am relentlessly pleading and arguing with the SP but it just won't listen to me.
i agree i am a broken record. luckily, there are discerning investors like you with informed opinions
to enlighten the masses. i come to this board just to read your highly informative posts
and learn at the feet of the master himself. it truly is a learning experience reading your posts
My read of the current stock chart shows that we keep getting forced down, but the low each time is a bit higher than the previous lows. Along the bottoms you can draw an almost straight line. If it holds, (which it has to because linear extrapolation always works ) we close at about $360 or above today.
) we close at about $360 or above today.
SW2Fiddler
We Are Cognitive Dissidents
bdy0627
Active Member
We seem to be following the Nasdaq up this morning. I think you could be right if the Nasdaq continues its climb today. If not, then I think it's more likely we consolidate.My read of the current stock chart shows that we keep getting forced down, but the low each time is a bit higher than the previous lows. Along the bottoms you can draw an almost straight line. If it holds, (which it has to because linear extrapolation always works
Right. My point (which is likely just me being pedantic) is that if Fremont can do 5k in a week, it is not a burst rate (internally limited). It's a sustainable rate, assuming parts availability (externally limited).
mickificki
Member
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