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When will Tesla Gigafactory 3 produce 10,000 vehicles per week?

How much in ZEV/Other Credits will Tesla recognize in 3Q18? Please feel free to present your argument in a reply below.

3Q17: 220 4Q17: 2,425 1Q18: 9,766 2Q18: 28,578 3Q18: 52,500 (est) 4Q18: ??,??? Please feel free to share your reasoning in a comment below.

How many total units will Tesla produce in the third quarter of 2018? Please feel free to share the breakdown of your estimate in a comment below. Good luck!

I expect sales mix to remain favorable in the coming months, as potential buyers reach up to take delivery by year-end in order to qualify for the $7500 federal tax credit. Model 3 Performance delivery time is "less than 2 months" vs. 2 to 4 months for other variants. This upcoming phenomenon is...

How many Model 3's will Tesla deliver in the US in August? Please feel free to share your reasoning for your US deliveries estimate in a post below. Please also feel free to share your August Canada deliveries estimate in your post, but the poll is only for the US deliveries, since we cannot...

How many Model 3 Performance will Tesla deliver in the third quarter of 2018? Relevant facts: Model 3 Performance production started mid-June, and Model 3 Performance orders are prioritized. Elon had previously noted: Black & white interior available only for Model 3 Performance initially...

PALO ALTO, Calif., July 18, 2018 (GLOBE NEWSWIRE) -- Tesla will post its financial results for the second quarter of 2018 after market close on Wednesday, August 1, 2018. At that time, Tesla will issue a brief advisory containing a link to the Q2 2018 Update Letter, which will be available on...

Many bulls and most bears point to Tesla's near-term liquidity need as the number one issue capping the stock price, but I expect Tesla's 3Q18 Free Cash Flow to surprise most market participants, and once and for all, resolve this conundrum in favor of bulls. Free cash flow (FCF) is a measure...

ValueAnalyst on Twitter My followers get it: Tesla's Maintenance CapEx comprises only a fraction of its Total CapEx. Based on an analysis of depreciation expense on relatively new assets, and competitors' output per CapEx$, I estimate our company's Maintenance CapEx at less than $1B in 2017 and...

We now have further information, so let's run another poll. Tesla achieved its goal of 5,000 weekly production rate by June, but Wall Street doubts its sustainability. Tesla has also said it aims to achieve 6,000 weekly rate by the end of August. Here is the previous poll for your reference...

What is the long-term annual demand level for Model 3? Large sample size here: ValueAnalyst on Twitter

You know what to do :)

The first Performance Model 3 delivery timing and the timeline to volume production have implications for: 2Q18 ASP and gross margin 3Q18 ASP and gross margin Timing and timeline to volume production for subsequent products Please feel free to share your thoughts below the poll. Thanks!

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.

Level 5.

Tesla may delay its 200,000th US delivery to July, but I would rather focus on production figures, which have less variance from quarter to quarter, and in my opinion, more predictive power. Without further ado, how many total units will Tesla produce in 2Q18? Please feel free to share the...

ValueAnalyst on Twitter What comes next? 3Q17 260 4Q17 2,425 1Q18 9,766 2Q18 37,500 est. 3Q18 ??,???

Please feel free to share your reasoning.

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In which quarter do you expect Tesla to finally reach a sustainable (as opposed to "burst rate," which we now know means not sustainable for three months) weekly Model 3 production rate?

How many combined Model S/X vehicles will Tesla deliver in 2018? Please feel free to share your breakdown estimate as a comment.

Tesla yesterday published the following paragraph online: “We began battery cell production at the Gigafactory in early 2017, and by 2018, it will produce 35 GWh/year of lithium-ion battery cells, nearly as much as the rest of the world’s entire battery production combined.” Do you believe...

When will Tesla produce 5,000 Model 3's per week?

When do you expect Tesla Semi production to exceed 1,000 units per week?

How many total cars will Tesla deliver in the final quarter of 2017? Please feel free to share your estimates by model as a comment.

Tesla's cash balance has varied between $3.0B and $4.0B in 2017 vs. its self-imposed minimum of $1.0B. As of September 30, Tesla had $3.5B of Cash on Hand, which means the "excess cash" balance was $2.5B, or comfortably enough to cover its planned CapEx to bring Model 3 to 5,000 per week by...

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How many total Roadster reservations by December 31? Please feel free to share your reasoning below.

What will be the weekly Model 3 production rate at end-17? Please feel free to present your argument after you vote as an informed discussion benefits us all. For reference, the following graph represents the original management guidance, but the 5,000 weekly rate was recently pushed back to...

How much in deposits will Tesla get in the week following the event? $ Deposits = Units x Deposit per unit Please post your unit and deposit per unit assumptions.

Calling The Power of The Crowd. What did Elon mean with the following comment? "Yes. I currently think that we should build to 500,000 vehicles next year and 1 million vehicles by 2020. That's 500,000 vehicles in total, Model S, Model 3, and Model X combined next year should – as far as the...

Calling The Power of The Crowd. What did Elon mean with this tweet: Btw, just want to express a word of appreciation for the hard work of the Tesla Gigafactory team. Reason I camped on the roof was because it was less time than driving to a hotel room in Reno. Production hell, ~8th circle …

This is a subject I deeply care about, and I need your help. Many organizations try to help the homeless, but the problem persists today. More than one million people in the United States alone, one of the most developed nations in the world, live on the streets, and each day go through the...

I'm creating this thread to better keep track of my bets. There's just too many.

I am here to answer your questions on Tesla's valuation. And to protect you from the barrage of misinformation purposefully directed at you.