TSLA Market Action: 2018 Investor Roundtable

[rocketlow49]

Just the beginning.

 

[Jayjs20]

"Our goal is to produce approximately 5,000 Model 3 vehicles per week in about two months"

So I'm guessing 6k/week in June isn't a thing anymore?

 

[MrRandyB]

I thought 6k/week was an internal goal in order to definitely meet 5k/week

 

[Drax7]

The goal of the month, until the next goal.

 

[Jayjs20]

Nothing really seems to stand out in the ER. Just more of the same, which likely why the AH is bouncing all over the place.

 

[anon]

The only stand outs to me probably won't impact the stock in the short term - confirmation that Elon is still planning to increase automation long term was the big one. Also interesting that they can now go from 5000 to 10,000 with incremental capacity increases - perhaps suggests they can do it with upgrades to the existing line, rather than a whole new line.

The further delay in the German automated line might knock confidence in Elon's future automation plans though.

 

[stef]

"Our goal is to produce approximately 5,000 Model 3 vehicles per week in about two months"

So I'm guessing 6k/week in June isn't a thing anymore?

That was clearly said as a burst rate. No surprise here.

 

[Yggdrasill]

I am happy to see margin excluding SBC and ZEV increasing from 13.8% to 18.8%. Shows the Model 3 is starting to pull it's weight.

 

[madodel]

Now to sit and enjoy the elevator music until the call starts. Tesla, Inc. Q1 2018 Financial Results and Q&A Webcast | Tesla, Inc.

 

[mongo]

That was clearly said as a burst rate. No surprise here.

Need to show 6k/wk build rate worth of parts in 24 hour period. Looooonnnnggggg burst.

 

[BornToFly]

I love the graph showing that the Model 3 is about to become the number one selling mid-size premium sedan in the US, already surpassing BMW, Audi, and Lexus, with Mercedes about to fall.

 

[theschnell]

Not a whole lot for longs or shorts in the letter. I did like the 3 weeks at greater than 2k per week production confirmation. Other than that, a few nice things to chew on but nothing much that is unexpected.

 

[Mkorpal]

Mostly good. I can live with it.

 

[SarahsDad]

From the press release:

“We are in the process of changing the quarterly production pattern of Model S and X vehicles for the various worldwide regions to ensure a more linear flow of deliveries through the quarter. We believe this will provide a better customer experience and reduce the stress on our delivery system. Consequently, Model S and X deliveries in Q2 will likely be similar to Q1 but should pick up considerably in Q3 to achieve our goal of 100,000 deliveries for the full year.”

Looks like this is how they plan to delay the 200,000th US delivery until Q3...

 

[smalltownguy]

Gali killed it on CNBC.

Love that guy, the ultimate Telsa Bull!!!

 

[dc_h]

I thought 6k/week was an internal goal in order to definitely meet 5k/week

6000 peak required to maintain 5000 run rate. All production components for Tesla and suppliers must be able to hit 6000 rate.

 

[Unpilot]

Nothing about China?
Mayne "one more thing" on the conference call?

 

[Bobbyducati]

have a feeling this will be fairly uneventful as far as tesla ER go

 

[ggies07]

I like this part because they rarely divulge info about it:

Cells used in Model 3 are the highest energy density cells used in any electric vehicle. We have achieved this by significantly reducing cobalt content per battery pack while increasing nickel content and still maintaining superior thermal stability. The cobalt content of our Nickel-Cobalt-Aluminum cathode chemistry is already lower than next-generation cathodes that will be made by other cell producers with a Nickel-Manganese-Cobalt ratio of 8:1:1.

 

[gene]

have a feeling this will be fairly uneventful as far as tesla ER go

Compared to most ER, that is a good thing.