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I got a MX 75D in August and just bought a brand new Model S 100 D 10 days ago and crashed itI will sell you my 94 Accord for $750 if you need it. I keep it as a backup in case my Leaf can’t go where I need it until I get my Model 3...
No, don’t go crashing them! I mean, we just had a Roadster get blasted into space... We are supply constrained enough as is!I got a MX 75D in August and just bought a brand new Model S 100 D 10 days ago and crashed it
currently in repair shop with over $3k estimate
At least maybe for another 2-3 months.I guess I will have to keep my day job
sigh!
If they are part owner, what does that do to their lithium purchase costs? (As an offset to the expense)
"We are expecting a negative Model 3 gross margin in Q1, while generating positive operating cash flows."
I don't think this is a surprise but it's still disappointing gross margins in Q1 will not only be low but negative for the M3. I think that speaks to how low the production rate is up to this point. If they are able to hit the 2,500 rate by the end of March then presumably gross margins will be much much better in Q2 since the ramp growth affect on margins will be mostly realized in Q2. Thoughts?
Someone calculated here once, that we need to hit 2k+/wk for M3 to be in the black. Their expectations for Q2 seem to support this."We are expecting a negative Model 3 gross margin in Q1, while generating positive operating cash flows."
I don't think this is a surprise but it's still disappointing gross margins in Q1 will not only be low but negative for the M3. I think that speaks to how low the production rate is up to this point. If they are able to hit the 2,500 rate by the end of March then presumably gross margins will be much much better in Q2 since the ramp growth affect on margins will be mostly realized in Q2. Thoughts?
I’m changing the oil on the old yugo nowno more Model S for me
back to second hand Honda Civic
Thanks! I didn't realize it needed to be that high for positive margins.Someone calculated here once, that we need to hit 2k+/wk for M3 to be in the black. Their expectations for Q2 seem to support this.
it has been a long time since TSLA made a 10% plus move after ER and tonight may be that time
on a side note I'm making a killing on my TWTR march 2018 calls
I got tons of out of money calls on TSLA
if TSLA ramps up after ER then I am quitting my day job
the way TSLA is ramping up into earnings is super exciting and I revise my earlier estimate of gap up after hours from $360 to $375 to $380
15 minutes to go
can't wait
this evening could be a life changing event for me from a financial standpoint
If you read the article it looks like a complex negotiations between Nutrien Group,SQM, The Chilean Mining Regulatory Agency and Tesla.
It looks like they get "favorable terms" on up to 25% of production in turn Tesla refines the lithium in Chile for export to Nevada. My guess would be low cost government loans for such refining facility.
I expect an analyst to ask that very questionWith the current cash on hand and the rate of cash burn, It seems to me that Tesla will not need to raise funds for Model 3 in 2018. Meaning, they will have enough cash to get model 3 to 5,000/w with the current cash levels and any additional capex would be used to go from 5K to 10K or some other program. Certainly there are a lot of other programs to be launched, including various vehicles and expanding Gigafactory from 30% currently to something closer to 100%. I am fine with raising more money if it is for progress, but I would be less happy if it was to put duct tape on the model 3 problems. I sure hope they provide more color on the production ramp as it is still the only thing that really matters.
Wait, what? Day job?I guess I will have to keep my day job
sigh!
FUD take.. Tesla goes all in on 25 year old battery tech as new non-lithium batteries are just around the corner.