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Hi Everyone, I am new to this thread. I am currently not long or short the stock so please don't attack me either way. I am very excited about what JB has been telling the world that they (Tesla and the industry) will get to $100 per kWh by 2020, which is only five years from now. At sub...

As to "400 mph charging (30 minutes)" ... I think what he means is, from empty, you can charge up your range at the rate of 400 miles per hour, and that only applies for the first 30 minutes if you start from empty. The second 30 minutes, the battery will fill up slower. He has shown a graph...

The article mentioned JB gave a speech at Dahn's Dalhousie University yesterday. Does anyone have a video link?

At video link below JB actually said better than $100 per kWh by 2020 (which is only 5 years from now). JB was the keynote at 2015 EIA Energy Conference yesterday talking about this but that video is not yet available ( 2015 EIA Energy Conference ) Here, in early June he said $100 by 2020...

Does anyone have a link to the video recording of JB Straubel's keynote yesterday? (He gave a keynote at the 2015 EIA Energy Conference 2015 EIA Energy Conference )

Norway June 536 Norway June 536: BILSALGET : OFV AS

Renting an EV in Beijing China: Renting An Electric Car In China: Can It Really Be This Cheap Easy? | CleanTechnica

@32no, Thank you for the detailed spreadsheet. A suggestion, you might as well add USA and Canada to it, then everything will add up nicely to ww figures reported by the company. Would be appreciated by all if you could share the spreadsheet somehow. If not possible, that's ok too. (Canada...

@Yggdrasill and others from Norway region, Norway deliveries were 1179 Q4 and 2056 Q1. How do you see this trending in the next two quarters? Care to give us a guess for Q2/Q3?

Thanks Dave. The ER printed "we expect to be marginally profitable in Q2". 0.11 above may still be too high. Others may have moved to 0.00 given wording of ER. Also, if he cut 2015 OP to 8%, there is no way EPS can be 4.61. Were you looking at an old report or he had an error? Here is the...

Someone at another site posted the following regarding Norway's EV tax benefit, is this true? If so, what's the likelihood the 50,000 cap will be increased before it is reached? "You can sell everything electric in Norway because of tax benefit. But that is only for the first 50.000 EVs. Now...

Thanks for the link, that's very helpful for looking up historical monthly figures. For those of you who are keeping track, keep in mind the total ww number needs to add up correctly. For 2014 Q1, we have approximately: 2014 Q1 Model S deliveries: USA 3242 Canada 158 NA 3400 Europe 3057...

@DaveT It's been almost a week since the ER. Were you able to get your hands on any sell side analysts write-ups for Q1? If so I think everyone here would appreciate a summary. (Recall management guided for very slightly positive non-GAAP EPS for Q2 this time (this was a surprise I believe)...

Monthly Model S deliveries by country @Everyone: I am gathering monthly Model S delivery numbers for all of 2013 and 2014 for European countries. Here is what I have so far, would appreciated it if everyone would help fill in the blanks or correct any errors: Norway: jul ? aug ? sep ? oct 98...

@maoing, What's your current guess for Model S deliveries to Chinese customers Apr, May, June? Above you said April might be around 100, what about May and June? Is this information discussed in Chinese Tesla discussion sites? As to your question above of the 1000 cars, I think I have a...

@hobbes and others: A favor. I am gathering monthly Model S delivery numbers for all of 2013 and 2014 for the following European countries. Here is what I have so far, would appreciated it if everyone would help fill in the blanks or correct any errors: Norway: jul ? aug ? sep ? oct 98 nov...

@Julian Can you critique these two statements and articles by Kevin Bullis? Kevin Bullis seems a credible writer. "A careful look at the emissions of competing technologies such as electric vehicle and conventional cars shows that fuel-cell cars have significant environmental benefits, even...

Good observation. Thinking critically (of the business and of the crowd) is an important skill to have for both short-term and long-term traders. Also, cheerleading usually doesn't do much good & adds no value. In fact it's almost always counterproductive.

@Yggdrasill. At this point, do we have a good explanation as to why March was so high in Norway? How would you explain this?

Forget the article. Read what Jonas says only. Jonas's point was to warn about headline news after the ER, that NA YoY numbers will be down. Q1 2013 Tesla sold 4900 cars in NA. He notes that his clients have been asking about it.

Also keep this in mind. MS Adam Jonas warns of negative NA YoY headline numbers. Tesla Motors Inc Looks Solid Despite Negative Morgan Stanley Report (DaveT: if you have access to this MS note perhaps you could give us a summary)

You are probably right about that. But the timing is suspicious. During Q3 earnings call, Elon was clearly agitated about the lack of cells. We have to ask: why can't Panasonic simply make more cells and/or keep 60-90 days of inventory? They can see way ahead Tesla will need the volume. I...

FluxCap: I would appreciate it if you would stop making comments about me and what my stock trades might be. It would be more useful if you simply stick to the subject at hand, which is Tesla and this space. Since you have made many personal statements toward me, I too have a personal...

1) Tesla's factory at Fremont is not production limited. Tesla is cell limited. 2) Panasonic is only cranking up production in small steps as need. In fact, during 2013 always a bit slower than what Tesla wanted. This way they can keep cell prices high for as long as possible. Recall the...

The date of that press release is 2010. Out of date info.

I originally posted 6825 because 6825 = (6500+7150)/2 (average of production rate at end of Q2 and at end of Q3) Later I updated that figure because I found out during Q3 they had issues getting enough cells, so the ramp was not smooth. My current notes are: 2013 Q1 produced 5000, guided to...

Thanks Julian.

@Julian. I hope you don't mind the following comment and suggestion ... for the article you are working on. You write with a lot of prior knowledge and background, but the layperson is not going to be able to follow the above. I am paying attention to this topic and I am having a hard time...

I look forward to your article Julian. But please edit it carefully so it's easy for the layperson to understand. If possible, cover all aspects: 1) science, 2) economics, 3) politics / self-interests of big oil and big auto, 4) history of EV1 in California, 5) what to look for in 2014/2015...

Thank you for your informed comment. What do you see for cell chemistry of what's possible within 2 to 3 years? During Q3's conference call Elon mentioned that Panasonic had some exciting things in its future roadmap. I wonder what's possible and when.

a) When do you anticipate using 4.0 Ah cells? b) Will it cost more than current cells? If so, by how much?

How do you read the Panasonic situation FluxCap? Why the personal attack? And what's with tftf? You are imagining things.

Here is my version of what may have happened ... (a pure guess on my part) First, from the Q4 earnings release: "Very shortly, we will be ready to share more information about the Tesla Gigafactory. This will allow us to achieve a major reduction in the cost of our battery packs and accelerate...

Unfortunately Tesla and Panasonic are currently joint at the hip. They share current cell chemistry. Tesla is stuck for now. But I suspect Elon will find a way out of this one way or another. I am not an expert, but I hope somehow Tesla and the Chinese government will jointly do something...

This is not news. We are clear about this: Tesla and Panasonic have a love-hate relationship. For now, let's not dream about Panasonic participating in the Gigafactory in the USA. Panasonic's CEO Tusuga said clearly in public that their approach was to take incremental steps to increase cell...

2014 Q1 production was likely around 8200 (13 weeks x guess of 630/week) 2013 Q1 produced 5000, guided 4500, sold 4900 2013 Q2 produced 5500, guided 4500, sold 5150 2013 Q3 produced 6500, guided 5000, sold 5500 2013 Q4 produced 6587, guided 6000, sold 6892 2014 Q1 produced 8200, guided 6400...

I am not tftf. I never suggested the stock was under valued or over valued. I simply said I am long for the moment.

I was here 5 minutes ago checking things out. I noticed the moderator removed brysondad's post above. I would like to voice that I don't agree with the moderator's action. The topic of group-think is very relevant to investing. This thread is called "Social Chat Short Term TSLA Movement". I...

I did view it FluxCap. In addition it took me about two weeks but I did read through CapOp's two threads on cell costs and pack IP. He worked hard on those two topics as you all know. Please correct me if I am wrong, but I think CapOp no longer posts much these days because he is apprehensive...

I have a view, but first ... I posted a comment over the weekend suggesting there was too much group think here on the investment threads of TMC and several people got a bit defensive. Sorry if I was upsetting to some of you. I thought I was simply pointing out the obvious. This being the...

The following three entities may at times have conflict of interests: Elon Musk, TSLA stock holders, Panasonic. Elon's primary goal is to save the planet from global warming ASAP. Panasonic's primary goal is to make the most amount of money with the least amount of risk. Panasonic is not...

I am relatively new here on TMC. My observation is that in the investment threads here there is whole lot of one-sided group think. Good reasoning from the short side are never debated here. If you don't see that then nothing I say will be able to convince you of my view.

BYD Qin: BYD Qin - Wikipedia, the free encyclopedia BYD e6: BYD e6 - Wikipedia, the free encyclopedia Buffett and Munger (w/ Sokol) should have looked into Tesla back in 2008.

Some may label this article as promoting FUD, but the author asked perfectly reasonable questions. For sure, there is too much group think here on TMC. So much so, it's definitely unhealthy for evaluating this stock. Most here are fans of Elon Musk and logical thinking. Pros on Wall Street who...

Will Model S continue to double each month in Germany this year? During October's Q & A in Germany, Elon said he hopes Germany will do 250+ units per week (or 1000+ units per month). Many people who know the Germany culture/market well in the EU forum do not think so. We'll see.

I could not find this video on YouTube (Elon and JB in Munich Jan 30 2014). Does anyone have a link?

It's not in Panasonic's interest to jointly do the Gigafactory with Tesla. Why should Panasonic share their battery IP and know-how with Tesla? Panasonic would rather sell their batteries to many gadget makers, not just Tesla. Further, two years from now what if Samsung/Chinese come up with...

dirkhh: Thank you for your note and those two links (Justine Musk and New Yorker). Now I do recall briefly skimming Justine's article a few years ago. Her article did not make a deep impression on me then and does not now. That's probably why I did not remember it. I read the summary of...

Can you tell us more? Give us more details? Show us some links? Show us some facts? What bad things have Elon done and/or have said? (e.g. to/from x-wife, x-workers, etc) I am not criticizing or arguing. I am simply looking for real evidence of "sociopath". I can't find much. (of...

Can you share your thoughts, JRP? I am not sure what you meant by "Exactly". One very important issue I don't understand: Tesla has been in business ten years now. Why haven't Tesla sourced the cells from multiple vendors already? There are several good cell makers in several different...