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I don't think that ensures a body ready to paint in China. Rework, scrap, inferior quality are all risk. And why not just finish painting the body if you've already run it over to the dipping line. It's not clear at all what is a time saver.I think they would e-coat the BIW first. Then no corrosion issues.
No...you gotta put the work in...If EM is sleeping on the factory floor...I can put my nose to the grindstone and plow through all the stuff here.Just do what I do, skip to the last page and start reading from there!
Today it feels kindof like sweet revenge to see some shorts at a loss for explaining the results. Unlike other days, reading a few SA articles put a smile on my face today.I gotta hand it to you people..... going to those places and looking at that crap...can't/won't do it.
I was watching PBS last night and wondering why not a Tesla story? So I had this idea...
I wonder how many people here would be willing to help create a story for them, and then even donate to become members? It would be like the "customer helping with sales" which brought tears to my eyes in the CC along with Elon. I'm choking up again...
yeah, "that guy" Paulo S has written 1,577 clik bait articles, where he gets paid for every click plus abase amount. nice way to earn free coin, churn out 'stuff'Oh, *that* guy. Have stumbled across him on Twitter a few times, he used to lurk around MS and MBS (as in M BS Spiegel, not that Saudi bloke), lapping up all the BS and squirting it back out the other end.
I didn't realise he actually shorted, thought he was just a troll, I mean the crap he spouted you would never attribute to someone with a brain, never mind any money to "invest"
OK, get ready for the end of day run-up on SP... Shorts threw their remaining stones and maybe saving a few in case of a tweet.
$325 by EOD.
I don't think that ensures a body ready to paint in China. Rework, scrap, inferior quality are all risk. And why not just finish painting the body if you've already run it over to the dipping line. It's not clear at all what is a time saver.
"product placement" is a form of paid advertising, and Elon has explicitly said that they don't and won't (for the time being) do it. That doesn't mean that the producers don't want a S3XY car in their program.That's sort of interesting. As it stands, Tesla does basically ZERO marketing or advertising, relying solely on owners and showrooms for building awareness and interest. It would be interesting if internally at TESLA they had moved to some types of product placement, in shows, movies, etc., in some fashion. ti's usually a more complementary form of advertising, not in lieu of usually, but it would be interesting is somewhere internally they had decided to put product placement in the mix for a start.
Thank you THANK YOU for taking me back to my unhappy place.It was 5 years ago, April of 2013. I was watching AAPL with intense interest: it dropped from $703 to below $390 in 6 months. I bought a lot of LEAPs at the bottom when it went below $390. My theory was that AAPL had very limited down side, cash on hand plus 2~3 years earning would be more than the market cap. So essentially getting the company for free (this is the simplified view, it's actually more complicated than that). And I knew that tech stocks can fluctuate a lot, once I recognize the bottom, the upside is at least 100%.
AAPL briefly touched $384, then rallied to $910 in 2 years. Now it's at $1540 (take out 7:1 split effect). Plus dividend.
The lesson I learned is that if I can recognize the bottom of a good company, the upside can be quite large.
Tesla has limited downside, significant upside.
Sales tax in CA is due at delivery if you intend to drive the car within the state. So a fly-in for delivery option may not be a very good idea. Some states will give you credit for sales tax paid in another state when you go to register the car in your home state. Some will charge you tax again. But if you live in a sales tax free state like Montana, you are SOL.I paid the entire tax due on my model S when I registered my car - in Colorado. Where do most buyers pay the tax on the car?
The majority of the value add happens at final assembly, so kitting would be an option. Tesla is MUCH better positioned to do metal, paint and third party supplier assembly in China and then final assembly in China.Karen, Even if Fremont ships BiW's to China to finish assembly, isn't there a parts tariff in place? I don't think Tesla could achieve much in savings if all of the major parts to complete the cars are shipped in from the U.S. It would make more sense to build another GA line in a tent at Fremont and ship those LR cars to Europe ahead of any China builds.
The majority of the value add happens at final assembly, so kitting would be an option. Tesla is MUCH better positioned to do metal, paint and third party assembly in China and then final assembly in China.
For ALL these final delivery locations, Europe, Asia, China keep in mind that in market final price is something to significantly HIGHER than USA domestic pricing. That's just where retail pricing in other markets sits. If Tesla could waive a magic wand and all of a sudden build and DELIVER Model 3 in Europe (independent of shipping costs from Fremont) they would push margins probably 20% (percentage not nominal terms) above delivering from Fremont.