Recent content by trentbridge

These are the February 2020 (YTD) numbers from Ireland: they are close to needing a separate row from "others". Tesla Model 3 154 (203) Tesla Model X 1 (5) Tesla Model S 2 (5) Tesla February 157 (213)

These are the January 2020 (2019) numbers from Ireland: Tesla Model 3 49 (0) Tesla Model X 4 (3) Tesla Model S 3 (10) Tesla January 56 (13)

Here's some sales news: from beep beep.ie Ireland November 2019 Registrations: Model 3 136 Model X 3 Model S 3 YTD: 255 Tesla vehicles Ireland November 2018 Registrations: Model 3 0 Model X 0 Model S 1 YTD 117 Tesla vehicles

Quotes from article: The company, part of a South Korean conglomerate known as SK Group, said the nearly $1.7 billion factory will open in phases and should reach its full jobs potential by 2025..... The new factory is expected to produce enough batteries to power 250,000 electric vehicles...

Ireland: October 2019 23 Model 3 7 Model X 3 Model S

--- I just don't see instant demand / supply for a thousand new roof installs per week. Making a thousand Model 3s is way easier - all the components go to one location - all the workers go to one location - and the workplace is indoors. And the delivery process begins when the cars exit...

Our local Reno TV station did a piece on the Gigafactory and the following statement stood out for me: KOLO 8: Sept 2019 "We're in the final assembly of the drive unit area so we actually make all of the drive units for Model 3 and now we're making Model S and Model X units as well...it's what...

I agree 100%. The bear fascination about price cuts blinded them to the possibility that Tesla actually wanted to run their business segments more efficiently. All the assumptions were that COGS would remain static and margins would deteriorate just because Tesla had shaved ASPs. In fact...

I think that the lower the base price Tesla makes a vehicle - be it Model S/X or Model 3 - the probability that the customer will choose more expensive options like white interior or red color increases. In other words, if Tesla drops the base price by $2000, do we not expect a greater uptake...

I am close to the EVNow numbers myself but I have a better scenario for "Services" - three reasons. 1. CPO sales are probably more profitable as the revalued used cars from the January new car price drop has probably been flushed out of the system. 2. Servicing/Repair efficiency has probably...

https://www.storeycounty.org/AgendaCenter/ViewFile/Agenda/837?html=true Check out items 8 and 9... Who wants to build a gigantic solar power generating plant in the same business park that is home to the Gigafactory? This is the Planning Commission Agenda from Storey County, Nevada...

In Q2, there were 23019 total new Teslas registered in Europe. In Q3, that number is 25208 just in countries which have reported so far. September numbers for France, the UK, Portugal and Other are still outstanding. I estimate about 5,1k left, although the UK estimate of 3,5k (based on August...

I thought Musk's email was the opposite of "frantic". There was no "if we all put in the effort and deliver 8,000 vehicles in the next five days" etc. we reach our goal. He just said 100,000 was close.

I see this as "bullish". There are no tweets or internal emails yet quoted about the need to sell x thousands of Model 3s to meet the quarter's goal. I think Tesla has strong end-of-quarter pushes in Europe, UK, and Australia but a stronger August delivery total appears to have ameliorated...

I believe New Zealand has an open Government registry of car registrations and Mandy Simpson is patiently sifting the info.. for new Teslas