TSLA Market Action: 2018 Investor Roundtable

[Matias]

This is a report of what one user is reporting here.

 

[MacRocket]

Twitter is lit up like a Xmas tree with China factory news. Let’s all get over and do some retweet’s, the burn is starting.

 

[Teslie]

This is a report of what one user is reporting here.

Thes are stll assigning VINs ranging mostly 16,000-23,000.

Does this look like a production rate of 4,000/week since beginning of May ?

 

[Todd Burch]

Based on history, I would suggest cautious optimism.

Thes are stll assigning VINs ranging mostly 16,000-23,000.

Does this look like a production rate of 4,000/week since beginning of May ?

Easy question:
No. No, it does not.

But they have assigned up near 30k, I believe.

 

[sweter]

His assumption is that Model 3 margins go down after one or two quarters of 5000/week because of lower ASP (never mind that in that period deliveries of high ASP cars start in Europe).

I wonder what the strategy for Europe will be. If by that point they're gonna be producing SR they might as well deliver it to Europe and just go through the queue chronologically. I personally wouldn't mind if they prioritized LR+PUP, both from investor perspective and from allowing myself to jump the queue a bit

 

[bdy0627]

That’s 630 x 7 = 4466 per week.
We better start warning vulnerable small retail shorts to get out. Things could get really nasty for them soon.
It’s not their fault they have been misled by the likes of Lora and Spiegel.

Elon already did that for us.

 

[generalenthu]

Any word on flamethrower deliveries?

 

[elasalle]

Based on history, I would suggest cautious optimism.


Easy question:
No. No, it does not.

But they have assigned up near 30k, I believe.

Tesla Model 3 Invites - Highest VIN

 

[bdy0627]

Sustained.

It's a little crazy how this forum is tracked. You are getting quoted as the source for Tesla approaching production of 4,000+ per week imminently. You and the Bloomberg tracker.
Tesla Model 3 production is reportedly closing in on 4,000 per week

 

[Irishjugg]

Why not? I have White on my Model X and LOVE IT!

How are they holding up? Any stain resistance? Do blue jeans rub blue into them? I'm strongly considering them but have some concerns

 

[vinvin218]

Once Tesla is making cars in China, Chinese customers will qualify to receive 66,000 RMB = $10,500 USD New energy subsidies + No import tax. Model 3 (also S X Y) demand will be skyrocket.

 

[Mkorpal]

Tesla Model 3 production is reportedly closing in on 4,000 per week

I want to believe, but we have been burned before.

 

[ValueAnalyst]

Once Tesla is making cars in China, Chinese customers will qualify to receive 66,000 RMB = $10,500 USD New energy subsidies + No import tax. Model 3 (also S X Y) demand will be skyrocket.

Thanks for this. Please keep us posted if you hear any word on the capacity of the Chinese Gigafactory.

 

[vinvin218]

Thanks for this. Please keep us posted if you hear any word on the capacity of the Chinese Gigafactory.

you welcome and will do

 

[yngwie_2012]

9 new vin regs

Model 3 VINs on Twitter

 

[sundaymorning]

View attachment 301019 Tesla Model 3 Invites - Highest VIN

Getting some high vins in the 30,xxx and 32,xxx. If the 4K production rumor is true I think it’ll be painful times for shorts coming rather soon. We should be getting more clarity as this week passes and higher vins start to show up.

 

[sundaymorning]

Once Tesla is making cars in China, Chinese customers will qualify to receive 66,000 RMB = $10,500 USD New energy subsidies + No import tax. Model 3 (also S X Y) demand will be skyrocket.

Wow! Absolutely great numbers. Do you have a link for this Vinvin?

 

[ValueAnalyst]

Report from Freemont on Model 3 Production line 5/13/2018 (midday):

* 4290- Last 7 days production of M3
* 638- Last 24hrs production of M3

The last line shutdown/retooling had a significant improvement on the speed of the M3 line. Everything is working in conjunction like intended and no bottlenecks anywhere. The upcoming May line shutdown for retooling is going to be much shorter than past, and currently scheduled for May 26-27th weekend. Shutdown could get moved up if production continues to increase at its current rate. The sentiment from the line is 5k sustained is pretty much guaranteed and 6k before end of June is very likely. Bottom line is I was told this is as good as Tesla employees have felt about the M3 production since production began.

Pretty sure literally all outlets reporting on higher production today is using this post as their unconfirmed rumor/source

 

[SunCatcher]

That’s 630 x 7 = 4466 per week.
We better start warning vulnerable small retail shorts to get out. Things could get really nasty for them soon.
It’s not their fault they have been misled by the likes of Lora and Spiegel.

Charles Darwin would disagree.

 

[Zhelko Dimic]

VINs are being assigned like crazy today, 24 so far, best pace I've ever seen...
Tesla Model 3 Invites - VIN Reports