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TSLA Market Action: 2018 Investor Roundtable

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Expect at least $20B in revenue in 2018. Price/sales below 3 for this year. Historically that's been a low figure for TSLA...good news for longs.

Yes, one simple thing to think about and you can discuss with non-Tesla fanatics. At 1k/w, Tesla will have increased production 50% in about 6 months. At 2k/w, Tesla will have doubled production in about another 2 months. At 4k/w, Tesla will have doubled revenues in about 3 more months. It is difficult for most companies to double anything but to do it in 9-10 months as an auto manufacturer is ridiculous and very difficult to do for a company that has never done it before. Tesla has already increased production 50% over last years rate. More then likely they will meet the next level of doubling production early next month. I get that they are late by 6 months, but that is still pretty crazy.
 
Yes, one simple thing to think about and you can discuss with non-Tesla fanatics. At 1k/w, Tesla will have increased production 50% in about 6 months. At 2k/w, Tesla will have doubled production in about another 2 months. At 4k/w, Tesla will have doubled revenues in about 3 more months. It is difficult for most companies to double anything but to do it in 9-10 months as an auto manufacturer is ridiculous and very difficult to do for a company that has never done it before. Tesla has already increased production 50% over last years rate. More then likely they will meet the next level of doubling production early next month. I get that they are late by 6 months, but that is still pretty crazy.

Yep. To summarize, 'we're gonna sell $20B in products this year, with no demand issue on the horizon'
 
Yes, one simple thing to think about and you can discuss with non-Tesla fanatics. At 1k/w, Tesla will have increased production 50% in about 6 months. At 2k/w, Tesla will have doubled production in about another 2 months. At 4k/w, Tesla will have doubled revenues in about 3 more months. It is difficult for most companies to double anything but to do it in 9-10 months as an auto manufacturer is ridiculous and very difficult to do for a company that has never done it before. Tesla has already increased production 50% over last years rate. More then likely they will meet the next level of doubling production early next month. I get that they are late by 6 months, but that is still pretty crazy.

Sure, but Zeno would say they are at half of half of half the target. So the doubling is less significant.
(1 to 2 is doubling also, quantity vs ratio)
 
Tesla sounds like they are on track regarding cash available and production of the S & X. Their energy sector is still "light" but that should be expected. No surprise, it really still comes back to the M3 production.

Wait, what? Day job?
Yeah, IRRC his description was pretty vague. Something about mirrors, loud music, metal pole... :D
 
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No, don’t go crashing them! I mean, we just had a Roadster get blasted into space... We are supply constrained enough as is! ;)
 
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