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DragonWatch
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It’s now stage three from lift offffffff!
You could always go to the eye doctor and listen to the call at the same time. He will need your eyes to be available for checking, how you use your ears is entirely up to you!
20+ min without a M.Spiegel tweet, must be a record.
RobStark
Well-Known Member
Until this recent Geely funded growth, Volvo was a stable ~350k units per year carmaker.
The glitchiness of that gif is driving me crazy.
*edited to remove said glitchy gif from the quote
DragonWatch
Small FootPrint
Can this make it all the way back up to its all time high despite the bad day on the overall market yesterday?
Wow, in my portfolio, the rise in TSLA is more than compensating for the bloodbath in everything else!
Really appreciate all of the extremely hard work at Tesla. And our awesome Tesla products.
Really appreciate all of the extremely hard work at Tesla. And our awesome Tesla products.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Right. The numbers are getting to where no one can ignore them anymore. They have a YoY growth in automotive sale revenue of 158%. Will it be 2020 or 2021 that they sell over a million cars? With still >20% gross margin? It's unheard of. It's as if Ferrari mass produced cars.
sweter
Member
Shh, don't jinx it.
Tesla had guided to 15% margin for Q3 and 20% margin for Q4. So they are well ahead of schedule and definitely a positive.
If tesla has cash at hand to pay off the convertible or SP > 360, what happens to the hedge(Short positions)? .. needs to be closed out right?
Can Anyone explain this in detail?
mekberg
Member
Massive, massive middle finger to the short thesis.
"In order to significantly increase the affordability of Model 3, we have decided to accelerate our manufacturing timeline in China. We are aiming to bring portions of Model 3 production to China during 2019 and to progressively increase the level of localization through local sourcing and manufacturing."
While I like this, it also worries me some. What happened the last time they accelerated manufacturing this much? Model 3 production hell.
The saving grace here is that they are probably far enough along on fixes/improvements that they can just copy-paste the best of what they have now. So it shouldn't be nearly as bad. But I'm not sure they can get a cell line up that fast, so maybe they will still make the cells at GF1 and ship them to China to start? (I sort of recall that for the EV incentives there the batteries have to be made in China, so probably not.)
While I like this, it also worries me some. What happened the last time they accelerated manufacturing this much? Model 3 production hell.
The saving grace here is that they are probably far enough along on fixes/improvements that they can just copy-paste the best of what they have now. So it shouldn't be nearly as bad. But I'm not sure they can get a cell line up that fast, so maybe they will still make the cells at GF1 and ship them to China to start? (I sort of recall that for the EV incentives there the batteries have to be made in China, so probably not.)
If you send him a tweet that you had delivery issue, breakdown etc .. he will definitely retweet .. go ahead give it a try
It isn't if they have enough, but when they pay it off the hedge position is no longer needed and should be closed out, that will be huge...
ZachF
Active Member
I just want to say congrats to any of the Tesla team that may be reading this... It's so awesome to see hard work pay off!
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