That was pretty funny Zach.
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That was pretty funny Zach.
That was pretty funny Zach.
There's just nothing left.
I don't know why you all trust Elon's guidance. In early May 2018, Elon said they'd be at 5k/week by the end of Q2. But in Q2, they still averaged below 2500/week, and even worse on deliveries. And Q3 guidance is below 5k/week.
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If she got the plate, in some states it is a very illegal mod, and the state can force a refit back to original, talking a few $1,000+, a very expensive prank that can "backfire"1. My daughter was driving her new M3D to work yesterday. She had a pickup truck pass her on a residential street and then roll coal.
(for those not familiar, this link:)
As she described this juvenile and pointless behavior to me I realized this is the perfect visual metaphor for the type of attacks Tesla and Elon Musk are dealing with now.
2. The most significant data from Elon Musk for me this week was his terse and humorous dismissal of Steve "I'm ready for rehab" Bannon's provocation. I would love to see more of that.
3. I'm a creature of habit. Starting Tuesday I will limit my posting to "General Investor Discussion" to help reduce the Market Action clutter. I like to learn by following the Market Action thread.
I think there's a clear quality problem with the Model 3. There are hundreds of reports across Tesla's forums, these forums, and Twitter of customers having problems getting their cars.
Shortsville Times: Model 3 Distribution Lots Are Actually Secret Car Graveyards
"Please don't multiply how many weeks we've been saying this by Model 3 production rates and compare that to how many cars the lots can actually hold" say experts
Related:
* Europe, Asia, Rest of World Do Not Exist
* February 27th Coming Up Tomorrow
* Model S and X Demand Collapsing - This Time, It's Actually True!
* Anecdotes Now Data, Say People Who Scour Net Looking For Anyone With Anything Bad To Say About A Model 3
Apple ecosystem across all their products work well. It’s the total package of Apple that consumers buy into, thus you don’t just buy the iPhone, you buy everything else, including the music service and storage service (and anything on iTunes). In addition, developers make more money with Apple App Store across all their products. It’s something like 90% of all Apple product users download new iOS updates, meaning most are running the latest software as soon as it is available. Where the Android is less then half that, and there is a majority running multiple older versions of their operating system.
Again, it’s the ecosystem keeps them very attractive to consumers. They introduce a new product, consumers have an expectation it will fit seemlessly into the ecosystem they know.
Thanks for the info -- I detest the entire Apple "ecosystem". For example, the music service and storage service are, to me, completley useless crap; they don't have my music and they don't handle it well when I try to add my music.
So I repeat, I don't get it. Fine for other people who get it to invest, but I really don't get it.
I don't know why you all trust Elon's guidance. In early May 2018, Elon said
Note that Model 3 is now 10% of the EV market. All three models combined, Tesla sports a 14% market share.Inside EV's Monthly Plug-In Sales Scorecard counts US sales, this recent data actually comes from EV Sales: Global Top 20 - July 2018 and is global sales.
There's just nothing left.
They're not going to deliver 50k Model 3s this quarter. They probably won't deliver 45k. I wouldn't be surprised to see it come under 40k.
I think there's a clear quality problem with the Model 3. There are hundreds of reports across Tesla's forums, these forums, and Twitter of customers having problems getting their cars.
Other anecdotes: Canada S/X sales were way down in August, and Model 3 registrations are way down in New York State.
I don't know why you all trust Elon's guidance. In early May 2018, Elon said they'd be at 5k/week by the end of Q2. But in Q2, they still averaged below 2500/week, and even worse on deliveries. And Q3 guidance is below 5k/week.
Look back at when Elon promised profitability: a tweet in April. He's been doubling down ever since. I think it was a mistake, a hole he has dug too deep. Another random, impulsive tweet.
With all that in mind, they won't be profitable, and they absolutely won't be cash flow positive.
At this point, there are 4 weeks left in the quarter.
Shorts are feeling pretty good given that we're still seeing cars on lots in Lathrop, Burbank, and Service Centers sitting idle for weeks. Hitting their target would require much more turnover than what we're seeing.
If Tesla comes under 45k deliveries, the stock will be hammered.
No one cares about production anymore. With debts coming due, the only thing that matters is deliveries.
Agree. Off track but see lots of opportunities for Apple. Better security than std Android devices, unless you like Facebook capturing all your text messages. Secure enough to be trusted as a part of a digital medical services platform. I think that could double the value of the brand.AirPods alone prove this false. I’m using mine right now and after a year I still consider them the best Apple product since iPad. It may not be obvious unless you try them yourself.
Thanks for the info -- I detest the entire Apple "ecosystem". For example, the music service and storage service are, to me, completley useless crap; they don't have my music and they don't handle it well when I try to add my music.
So I repeat, I don't get it. Fine for other people who get it to invest, but I really don't get it.
Apple has been slowly developing a solid security reputation, I'll give them that.Agree. Off track but see lots of opportunities for Apple. Better security than std Android devices, unless you like Facebook capturing all your text messages. Secure enough to be trusted as a part of a digital medical services platform. I think that could double the value of the brand.
Those bonds are (probably) getting paid off. Paying down the debt is arguably going to slow down the possible rate of growth for Tesla. But if I take luvb2b's estimates, I would expect 3.47 billion in cash at the end of 2018. After paying off 920 million. and having positive cash flow of another 500 million or so, they'll probably end the first quarter with about 3 billion in cash; enough for everyday needs; somewhat reliant on continuing to have decent financing terms from most suppliers, but basically fine.The shorts have been successful at holding the share price around the $300's which is below whatever number is required to make the convertible bonds actually convert. So there does need to be a real sustainable share price appreciation following Q3 and Q4 results.
I guess this means that Apples stock will take a 20% hit Tuesday?Apple car involved in crash
iCrash: Apple’s secret self-driving car plan revealed after collision involving test car