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DragonWatch
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Mike Smith
Active Member
Case in point: here we have Gabe Hoffman, a longtime Tesla short, saying things that make absolutely no sense (cars leaving the factory half produced? What?!?). The CNBC host, Martin Soong, is incredibly uncomfortable - knowing this makes zero sense, but he can't say anything because Gabe has paid and therefore he can say whatever he wants no matter how ridiculous and will not be challenged under any circumstance.
Read the 'fine print' of Elon Musk's email, says investor
Mike Smith
Active Member
Something tells me the fee to get on CNBC came from a benefactor...
While his overall thesis is nonsense, I find it plausible that 5K cars “factory gated” does indeed mean Model 3s produced from raw materials for the week AND 3s that had largely been produced prior to last week, but received some final work to put them in ready to ship status by the end of last week. If this is the case, for the big picture it means nothing, but re the very short-term “market action,” this (and some accompanying efforts to attempt to paint Elon as slippery/untrustworthy) might get some traction as something of a brief downward vector on the share price among some strong upward vectors this week. Doesn’t change the reality that current ongoing events are core good old days in Tesla’s emergence : ).
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Reciprocity
Active Member
What's more impressive. It's a $50k car. Those cars above average under $25k. Meaning revenues could make it but the number one car at 15k.
Source?
Not that I doubt it, but I'd really want a reliable source to point that out to others.
ValueAnalyst
Closed
84% of voters (250 and counting) expect TSLA to increase in the next 12 months.
ValueAnalyst on Twitter
I will track metric weekly as part of my analysis.
ValueAnalyst on Twitter
I will track metric weekly as part of my analysis.
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Hogfighter
Professional Lurker
Wow. People who clearly have never worked in the trenches, have never led people who are exhausted and are grasping at straws for motivation to continue on, find it supremely satisfying to point out minutia. They get giddy with excitement when they find the slightest tinge of overly-optimistic wordsmithing.
Not a good way to invest, however.
TheTalkingMule
Distributed Energy Enthusiast
Limits on automated or semi-automated machinery are usually not set at the whimsy of the process designers. Do you know the rationale for that restriction?
Being rather sad, with no friends, I have been watching pre-market all morning, like a freakin' hawk. Has been trading mostly 362 - 366 with 365 the battle-ground as far as I can see.
Whether this means anything in relation to main trading hours, I don't know, but it has been very consistent so far, as opposed to the usual volatility. If it breaks 365 early I think it could run a bit.
Not an advice, nada, nada, nada...
Whether this means anything in relation to main trading hours, I don't know, but it has been very consistent so far, as opposed to the usual volatility. If it breaks 365 early I think it could run a bit.
Not an advice, nada, nada, nada...
I read a while back somewhere that Tesla is able to realize several forms of tax credits- both environmental ones for zero emissions vehicle in states like California, but also credits from Nevada as park of their Gigafactory deal. To what extent will these factor into profitability both in the short-term and the long-term. I am sure they are going to be profitable even without these, but this would seem to be gasoline on the fire of torching the short position. Thoughts?
dc_h
Active Member
53359 for Q2. What we’re usa deliveries? Did they blow past 200,000?
Tesla releases official production numbers: 53,339 vehicles including 28,578 Model 3’s
Hubba, hubba, hubba:
The remaining net Model 3 reservations count at the end of Q2 still stood at roughly 420,000 even though we have now delivered 28,386 Model 3 vehicles to date. When we start to provide customers an opportunity to see and test drive the car at their local store, we expect that our orders will grow faster than our production rate. Model 3 Dual Motor All Wheel Drive and Model 3 Dual Motor All Wheel Drive Performance cars will also be available in our stores shortly.
Hubba, hubba, hubba:
The remaining net Model 3 reservations count at the end of Q2 still stood at roughly 420,000 even though we have now delivered 28,386 Model 3 vehicles to date. When we start to provide customers an opportunity to see and test drive the car at their local store, we expect that our orders will grow faster than our production rate. Model 3 Dual Motor All Wheel Drive and Model 3 Dual Motor All Wheel Drive Performance cars will also be available in our stores shortly.
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