TSLA Market Action: 2018 Investor Roundtable

[Waiting4M3]

Sure, there are two ways to interpret the video:
1) If that's the line, needed to reach 5k/week - we're doomed.
2) If that's the line, adding new capacity, AFTER they reached 5k/week - we're close to paradise.

What is it?

(anyone want to do a poll?)

or a 3rd option, let Elon and his people take care of business, and we'll all be fine.

 

[mongo]

Sure, there are two ways to interpret the video:
1) If that's the line, needed to reach 5k/week - we're doomed.
2) If that's the line, adding new capacity, AFTER they reached 5k/week - we're close to paradise.

What is it?

(anyone want to do a poll?)

You're assuming that that is the running rate of the line.

 

[Paracelsus]

Sure, there are two ways to interpret the video:
1) If that's the line, needed to reach 5k/week - we're doomed.
2) If that's the line, adding new capacity, AFTER they reached 5k/week - we're close to paradise.

What is it?

(anyone want to do a poll?)

or:
3) a functional assembly line that was engineered to double as a template for rapid replication in the new Shanghai plant with a goal of manufacturing M3's in China before the end of Q4 2018

 

[schonelucht]

I find it a little hard to believe that this line is better than GA1 and GA2 though. Even taken into account that this twitter account did it's utmost best to show it in unfavourable light.

 

[hoang51]

or a 3rd option, let Elon and his people take care of business, and we'll all be fine.

That won't let us speculate where stock is going.

 

[mongo]

I find it a little hard to believe that this line is better than GA1 and GA2 though. Even taken into account that this twitter account did it's utmost best to show it in unfavourable light.

I'm starting to wonder if it is nicknamed the Astley line...

 

[Tslynk67]

Looks to me like Tesla are incredibly agile and prepared to try things that other companies wouldn't dare, probably not even imagine. I think it's fabulous.

Edit: Could be this is all a side-show and there's a stuff going on we have no idea about...

 

[Earlian]

That is the trouble here: We see some cars on somewhat of an assambly line in a tent like structure.

But what do we see here? Is it that line? What is it for? Where is it? How does it fit into the tweets from yesterday?
=> We simply don't no nothing, only that we're confused by now.

Maybe @Waiting4M3 is right.

 

[avoigt]

Not exactly Alien dreadnought

Do we know when that video was taken?

It does not look like they are in production at that point in time and that does not fit to Elons massage from last night too.

If I look how long the structure is I have to say it is way shorter than the pictures I have seen from above likely from satellite. That would be proof that the video has been taken a while ago.

If its taken a week ago and just now posted the shorts would create a wrong impression where they are today.

To add to this there is a full load of new videos emerging as we speak. They all look like they have been taken at different stages of building that new structure. https://twitter.com/IspyTsla/with_replies

 

[Waiting4M3]

That won't let us speculate where stock is going.

Would such speculation help? (speaking from a buy-hold investor perspective)

This reminds me of this scene,

cut to about 1 minute mark

 

[ZeApelido]

Sure, there are two ways to interpret the video:
1) If that's the line, needed to reach 5k/week - we're doomed.
2) If that's the line, adding new capacity, AFTER they reached 5k/week - we're close to paradise.

What is it?

(anyone want to do a poll?)

Elon's tweet said this:

"Needed another general assembly line to reach 5k/week Model 3 production. A new building was impossible, so we built a giant tent in 2 weeks. Tesla team kfa!! Gah, love them so much

"

 

[Big Earl]

You can see the blurred image of the chain link fence they shot the video through at the beginning. Looks like they were on Lopes Court.

In some of the images, he is trespassing on railroad property.

 

[Earlian]

@ZeApelido
Yes i got overwhelmed. Sorry for that.

But we're making progress on what we don't know. Just read some posts above.

 

[bobinfla]

That won't let us speculate where stock is going.

It's going up big time within about 3 weeks or so because Elon said so. Good enough for me.

And when the shorts positions explode on them, the fact that I bought 1500 shares yesterday instead of waiting until today will be long forgotten.

 

[justvisiting]

Do we know when that video was taken?

It does not look like they are in production at that point in time and that does not fit to Elons massage from last night too.

If I look how long the structure is I have to say it is way shorter than the pictures I have seen from above likely from satellite. That would be proof that the video has been taken a while ago.

If its taken a week ago and just now posted the shorts would create a wrong impression where they are today.

To add to this there is a full load of new videos emerging as we speak. They all look like they have been taken at different stages of building that new structure. https://twitter.com/IspyTsla/with_replies

thats kinda the point of the shorts. Elon is lying, simple as that.

 

[Matias]

Do we know when that video was taken?

It does not look like they are in production at that point in time and that does not fit to Elons massage from last night too.

If I look how long the structure is I have to say it is way shorter than the pictures I have seen from above likely from satellite. That would be proof that the video has been taken a while ago.

If its taken a week ago and just now posted the shorts would create a wrong impression where they are today.

To add to this there is a full load of new videos emerging as we speak. They all look like they have been taken at different stages of building that new structure. https://twitter.com/IspyTsla/with_replies

Yes, it is true, that that video might be taken, when the line was not yet in operation.

 

[GBleck]

Now we know the 3rd line is actually in operation. I think this is what's behind the short squeeze prediction - with a third final assembly line they can probably reach around 7k/wk fairly quickly.

According to the manufacturer these tents should last at least 50 years for the frame, 25 for the material. They aren't just temporary.

The sprung sight also mentions the option of lease to own on the structures. This would be supper useful from a cash flow standpoint. Sounds like they used existing spares for a lot of the line as well. This line might be supper cash flow efficient.

 

[Yggdrasill]

thats kinda the point of the shorts. Elon is lying, simple as that.

What do they believe he's lying about? The new line can be clearly seen in the video. (Frequent stops is to be expected on such a new line.)

 

[avoigt]

What do they believe he's lying about? The new line can be clearly seen in the video. (Frequent stops is to be expected on such a new line.)

They try to create the impression the videos are from today and the line is not in operation.

At least this is the response I got from them.

 

[jelloslug]

Yes, it is true, that that video might be taken, when the line was not yet in operation.

It could also be the 4th line.