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Simple enough. But we are talking Silicon Valley payscale here plus fully loaded cost is about twice the salary. So we could be looking at 3 to 4 times the impact, $200M to $300M. Of course severance packages will come work against this for a couple of quarters.Assume avg 80k each , 3500 RIF, so it is about $70 million a quarter. Is that simple a math?
Could be, that we are in for a bit of a downtrend. Maybe the change introducing new lines did not go as smooth as they hoped?
Model 3 Invites Spreadsheet Published Web Version
View attachment 309296
But that would mean, that they indeed are producing less now, right? Which of course could send the stock tumbling.Delivery shaping to avoid hitting 200k. Nothing more. The delivery pipeline will be completely filled and ready to be turned on July 1, but until then the production rate will not correlate to delivery rate in the same way it normally does.
Not necessarily. Remember, they can produce as many cars as they want. The only cars that count toward the 200K number are those that are actually delivered to American customers.But that would mean, that they indeed are producing less now, right? Which of course could send the stock tumbling.
But that would mean, that they indeed are producing less now, right? Which of course could send the stock tumbling.
I do understand that, but as we are lacking VIN assignments it seems they are not sending tons of cars to Cananda, they also have no place to store them out of sight so the only conclusion is they don't produce as much, no?
I do understand that, but as we are lacking VIN assignments it seems they are not sending tons of cars to Cananda, they also have no place to store them out of sight so the only conclusion is they don't produce as much, no?
Also reports of the Pilot? site in Michigan having car there...
I'm looking mostly at the tesla invites spreadsheet and new entries there seem far and few in between Model 3 Invites Spreadsheet Published Web Version
VINs aren't assigned until 7-days before delivery now so if they produce a car today for delivery July 1 then we wouldn't expect a VIN assignment yet. They don't have a to store them out of sight, and they have in the past rented large outdoor lots to stockpile.
Whats this about a site in Michigan? I'll go check it out if it is near.
I didn't know about rift between Troy and Chojn. It's possible any one of them is getting half of data now.I'm looking mostly at the tesla invites spreadsheet and new entries there seem far and few in between https://docs.google.com/spreadsheet...xGp6xUL5j8DqkMPY0K9TfOCDz83A_7HGcQCl/pubhtml#
Whats this about a site in Michigan? I'll go check it out if it is near.
It's just where all the cars are being kept in Michigan before they are being further transported across the border. It's the Pilot Transport company facility in Brighton, Michigan. My car has been there since May 21st waiting to be shipped here. Presumable after all these cars clear out this coming week for delivery.
They tend to just be well known by people following it, even Google and yahoo finance pages don't do a good job.Sorry if this is the wrong place but after a bit of googling I was surprised I couldn't find a list of important dates. Thinking along the lines of timing options for keys dates like quarterly delivery numbers and then reports. Any other dates you guys are watching out for and where do you find them?
Thanks!