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What would you like Elon to discuss on Tuesday?

Discussion in 'TSLA Investor Discussions' started by ValueAnalyst, Jun 3, 2018.

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What would you like Elon to discuss on Tuesday?

Poll closed Jun 5, 2018.
  1. Current/near-term Model 3 production rate

    39 vote(s)
    42.9%
  2. Long-term Model 3 production/demand level

    10 vote(s)
    11.0%
  3. Subsequent Gigafactories - Count/Location/Timeline

    37 vote(s)
    40.7%
  4. Subsequent Gigafactories - Alien Dreadnaught

    15 vote(s)
    16.5%
  5. Powerwall/Powerpack production ramp

    26 vote(s)
    28.6%
  6. Solar Roof production ramp

    23 vote(s)
    25.3%
  7. Tesla Energy profitability

    29 vote(s)
    31.9%
  8. Supplier relationships/risks post delayed ramp

    7 vote(s)
    7.7%
  9. Federal tax credit phaseout timing

    16 vote(s)
    17.6%
  10. Model Y

    17 vote(s)
    18.7%
  11. Semi

    10 vote(s)
    11.0%
  12. Other: Please discuss below

    4 vote(s)
    4.4%
Multiple votes are allowed.
  1. ValueAnalyst

    ValueAnalyst Closed

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    #1 ValueAnalyst, Jun 3, 2018
    Last edited: Jun 3, 2018
    I went back and forth on making this one a wish or prediction list, so please feel free to discuss both below the poll.

    The maximum number of selections is limited to three in order to align high interest with realistic time limit.
     
    • Informative x 2
  2. JRP3

    JRP3 Hyperactive Member

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    Definitely like to hear their projections on the future of Alien Dreadnought since the recent switch back to increased humans on the line. Do they still see a clear path to high speed production and what timeline? Also voted for TE profits and SR production. As a fourth I'd be very interested in the Tesla Semi production timeline and how the Semi test runs between the factories have been going. Elon tweeted about the first run leaving the GF but I don't think he ever followed up with their arrival at Fremont. Some bears of course are sure this means they never made it :rolleyes:
     
    • Like x 2
  3. ValueAnalyst

    ValueAnalyst Closed

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    #3 ValueAnalyst, Jun 3, 2018
    Last edited: Jun 3, 2018
    I hope many Tesla Energy questions make it to the list on Tuesday. Lots to discuss on ramp/profitability and lessons learned in Australia and Puerto Rico that will shape longer term strategy. Tesla Energy is deeply under-appreciated and misunderstood by market participants.
     
    • Like x 4
    • Love x 1
  4. aubreymcfato

    aubreymcfato Member

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    I agree.
    TE is good on many levels: nobody is talking about it, it's really disruptive (see South Australia), it's very good for the environment (better storage demands more solar/wind generation), thus is good on PR (meaning public relations: but also Puerto Rico is good for PR).
    I think it would change the message a bit on a true, hugely underestimated disrtuptive and world-changing green technology.
    A lot of people see in Tesla just fancy cars for rich-spoiled guys, and as you've seen this has piled up on Tesla in the recent weeks.
     
    • Like x 2
  5. EnergyMax

    EnergyMax Member

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    Other: With greater delivery numbers created by Model 3, does Elon see the grip of the state Dealers Associations over legislatures being loosened?
     
    • Like x 2
  6. EinSV

    EinSV Active Member

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    Adding to the comments above, I would love to hear an update on Tesla's long term plan and projections for the storage business, ideally including a rough idea of target margins and revenues or GWh.
     
    • Like x 2
  7. pilotSteve

    pilotSteve Active Member

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    Would like an update on the FSD option I bought in Dec 2016. Something newer than "three months maybe, six months definitely:"
     
    • Love x 2
    • Like x 1
  8. neroden

    neroden Model S Owner and Frustrated Tesla Fan

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    The gossip indicates that the backlog of orders on Powerwall and Powerpack is *even larger* than the backlog on Model 3. Calculations from leaks indicate that Tesla can make about 328 MWh worth of cells per year for Puerto Rico right now, but the demand from Puerto Rico *alone* is larger than that.

    So I want to know what the major bottlenecks are on Powerwall/Powerpack ramp-up and what is being done to address them.
     
    • Like x 4
  9. sweter

    sweter Member

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    I think M3 ramp is as transparent as it can be and we all know where it's heading, so I wouldn't waste EM's time with this.

    In contrast, TE and especially Solar Roof is always completely ignored on CC and I think many investors would love to know more about this area of the business.
     
    • Like x 6
    • Love x 2
  10. JRP3

    JRP3 Hyperactive Member

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    Exactly my thinking, no need to ask about M3 ramp at all. Maybe ask about the Grohmann line status.
     
    • Like x 4
    • Love x 1
  11. dhanson865

    dhanson865 Active Member

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    I didn't pick other in the poll, but part of me wants to ask

    other: When will "short range" Model 3 pack see delivery start?

    and then I see talk of battery production not keeping up with demand on the Tesla Energy side. I know it's a different chemistry/pack. Then I realize they'll be pumping out packs for cars soon enough at a rate that will outstrip Fremont's ability to build cars and I wonder why I bothered to ask when the short range pack will come out.

    Pay no attention to the man behind the curtain...
     
    • Funny x 1
  12. Brando

    Brando Active Member

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    #12 Brando, Jun 3, 2018
    Last edited: Jun 3, 2018
    strongly suggest people learn to read SEC documents - a little practise, look up some terms, you can do it.

    http://ir.tesla.com/sec.cfm?view=all

    You'll be pleasantly surprised how many details you will learn.
    - strongly suggest reading the complete report from below link.
    Tesla - Current Report

    for example from 2018 Q1 report

    ADVANCING SUSTAINABLE ENERGY

    While Model 3 is clearly in the spotlight both externally and internally, 2018 should be a very important year for our energy storage business. We continue to aim for a three-fold increase in MWh deployed for our energy storage products this year.

    In Q1, energy storage deployments grew 161% from Q4 2017 to 373 MWh, which includes the 129 MWh South Australia project that was installed last year with final commercial transfer occurring in Q1. Electric utilities and power producers around the globe are increasingly appreciating the value proposition of our Powerpack storage systems based not only on economic benefits but also on the operational benefits of faster response time and greater reliability of the electric grid. In addition, we deployed a record number of residential Powerwall systems in Q1. In spite of the significant growth of Powerwall deliveries, our backlog in Q1 continued to grow.

    We also deployed 76 MW of solar energy generation systems in Q1. Cash and loan system sales made up 66% of residential deployments in the quarter, up from 31% in Q1 2017 and 9% in Q1 2016. Due to higher upfront cash sales, lower emphasis on less profitable commercial projects and consolidation of our sales channels, our solar business had slightly positive cash flow throughout 2017. We are expecting cash flow from our solar business to remain at this level in the first half of 2018 and then improve significantly thereafter.

    Solar deployments have declined over the last few quarters due in large part to our strategic decision to shutter certain sales channels and market segments. These decisions had a negative impact on our deployments but created a positive impact on our cash generation. Furthermore, a significant part of our customer base is waiting for a Powerwall before getting their solar panels installed. We continue to prioritize Powerwall deliveries when they are sold together with our retrofit solar panels, and this should have a positive impact on our solar deployments in upcoming quarters.

    Our Solar Roof facility in Buffalo continued to ramp in Q1. We are working to enhance the product design and manufacturing process in order to improve the customer experience while reducing manufacturing cost and achieving high levels of quality. Production of Solar Roofs should accelerate significantly in the second half of this year.

    Over the past couple of quarters, we have increased efforts to sell energy generation and storage systems in Tesla stores. We are seeing clear signs of a pickup in order rates for retrofit solar installations through Tesla stores. These are now being offered in over 90 Tesla stores in the US, and we continue to expand the offering to the rest of our stores across the US.
     
    • Informative x 3
    • Disagree x 1
  13. oneday

    oneday Member

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    Autopilot and if the cross country demo will happen this year?
     
    • Like x 1
  14. Phrixotrichus

    Phrixotrichus Member

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    As long as he doesn`t suffer another near-stroke where he cuts off and insults people with legitimate questions everything`s ok.
     
    • Disagree x 7
  15. JRP3

    JRP3 Hyperactive Member

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    I guess some people didn't appreciate the most epic call ever where Elon spoke truth to power and gave a voice to an average retail investor.
     
    • Like x 6
    • Love x 3
    • Disagree x 1
  16. winfield100

    winfield100 Active Member

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    #16 winfield100, Jun 4, 2018
    Last edited: Jun 4, 2018
    Tesla Energy, Powerpack and Powerwall, deployments, regarding making the island of Puerto Rico 1 large VPP (Virtual power plant) a massive leap into the future and proof of scalability
    100's of micro grids loosely coupled into 1 giant VPP for entire island
    First Ta'u (demo) Kaua'i, Australia, now Puerto Rico. (ok, i have a loose definition of VPP's, but they are loosely coupled)
    Tesla has ‘about 11,000’ energy storage projects underway in Puerto Rico, says Elon Musk
     
    • Informative x 1
    • Like x 1
    • Love x 1
  17. JRP3

    JRP3 Hyperactive Member

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    Only people who apparently have no understanding of how the CEO of TSLA operates were upset. Those people probably shouldn't be invested in a company they don't understand.
     
    • Like x 5
    • Disagree x 1
  18. ValueAnalyst

    ValueAnalyst Closed

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    #18 ValueAnalyst, Jun 4, 2018
    Last edited: Jun 4, 2018
    @dc_h carrying your post here. All fair questions; thank you.

    I have TE at $1B per quarter at 20% gross margin in 2Q19. I do think Model 3 margins will surprise to the upside, but Tesla may choose to lower ASP as weekly production ramps beyond 6,000/wk in 2019, especially with Standard coming to market later this year or early next. Some positive news on China Gigafactory in recent days, but let's see what Elon says at tomorrow's meeting on this; I suspect groundbreaking later in 2018 or early 2019. I don't think Tesla will need to raise equity capital, but maybe it could raise non-dilutive debt capital to accelerate growth, if market cap rises sufficiently and grows the equity cushion for better borrowing terms than today's near-sighted junk rating. I'm hoping for an accelerated pace of improvements to Autopilot, but regulation is an area of concern, and most investors do not expect FSD until after 2022.
     
  19. pz1975

    pz1975 Member

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    Looks like a new shift has started at the bear factory.
     
    • Funny x 4
  20. Brando

    Brando Active Member

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    • Disagree x 1
    • Love x 1

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