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New to this thread. It’s an awesome read and very informative. Can someone please help me understand why Elons selling is getting soo much blame / attention when it’s less than 1% of weekly volume? Sorry if I have missed prior posts on this. Thanks in advance. PS planning a sizeable stock...

Fact: the company wants to keep driving down price to increase addressable market. Hypothesis: therefore needs to drive down costs- it can’t do that by itself. It need to push suppliers as well. If they show massive profits along the way by not passing on cost savings to consumers- it...

How many folks here think the last email about production was Elon's subtle way to antagonize the SEC. :) Funny I have not been able to find the full email (positive news). But the cost cutting email (which i think was positive as well) was published in full and distorted all over the place...

This is some awesome data. hat tip to the person gathering it. Thank you for sharing. Bookmarked.

Hope you are right. But a Toyota produced in Texas or Mississippi is still considered a Japanese car. - And when the Nationalist propaganda on both sides is in full throttle, it becomes even more concerning. I sooo hope you are right.

Agreed they should follow the Apple play book here on pricing. There was only one large Iphone price change at the beginning, but after that they held their premium pricing constant.

Thanks for sharing the video. I agree 90K deliveries in Q2 are needed, but I doubt we will get that. The recent price cuts are a bit concerning for the short term Re the Video - Few things that stood out for me from that clip that demonstrates the misinformation out there. 1) "Tesla is...

Clown AJ at Morgan Stanley is just hedging and compromising his integrity further for click bait - saying TSLA is going up unless it goes down. WTF is that? Any one been able to read the tea leaves on how Raven production transition has gone?

How about Erlich Bachman for the public figure head. Hear he is available now. :)

Vot? 1MM cars will have to drive 81,000 Miles a year per car at $1/Mile to make 81BN for the network - of which TN's cut will be 20 to 30%. 81000Miles/year/car seems high no?

Hmmmm? Having multiple middle-men trying to take a cut of the pie will make other brands cheaper against TSLA which is a fully integrated stack. Not sure i get that logic. Think about the FSD chip. Buy from NVDA and get an inferior product which costs 20% more than the in-house chip.

CMG just makes burritos and is trading at half the market cap as Tesla. (or 33% of Enterprise Val). I am not complaining though- CMG and DPZ are keeping me form the gut wrenching pain and depression caused by TSLA the last few months.

Sure this has been posted here before. Thought i'd share in case it hasn't. Correcting Audi: Tesla Model 3 Charges Over 2 Times Faster Than Audi e-tron | CleanTechnica " Matthew Mostafaei, Audi’s manager for e-tron, presented data taken from Twitter during the New York Auto Show without...

- Markets are not going to be happy with 80K deliveries. Especially when Zach K just reiterated 90 to 100K this qrt. - Musk is a visionary and can think 100 steps ahead. but he needs to keep a few cards closer to his chest RE pivot to autonomy. - The pivot from fat gross margin is concerning...

Barrons “in China, the trade dispute is feeding a wave of Nationalism, with commentators comparing it to the nations humiliation by foreign powers during the colonial era” Don’t known what this means for GF3 if this continues to escalate. Yes there would be no tariffs for the cars coming out...

Do these numbers include fca payments?

Why do u feel that way. Don’t break my heart

Aren’t they going to be CF positive going forward? Q1 was tough for multiple reasons in spite of that they were CF break even once u account for inventory in transit and debt repayments. Q2 onward if deliveries normalize to 90k+ range CF should be significantly positive. Am I missing something.

FMHR-chamath palihapitiya - Streamable

Source: SA: TSLA Q1 call transcript Elon Musk Yes. I don’t think raising capital should be substitute for making the company operate more effectively. So that in that sense, I think it’s just, it’s important to have strong financial discipline of the company and just to make sure we don’t have...

I am not referring to "what makes sense from Tesla's production planning perspective", but more from a customers perspective (who follows the company closely, is heavily invested and is in the market for a electric SUV). - the M3 pack architecture has better thermal management and less prone...

People might actually wait for the 2170s and the new battery pack architecture like the model3s

Totally agree with your mid term and long term assessment WRT deliveries and autonomy. However I am still concerned about the next qtr or 2 especially for S and X. Believe demand will stay depressed till there is a more holistic refresh of the interiors and the battery pack moves to 2170...

Does TSLA or the investor in the convertible have the option on whether to convert to shares or cash our. My understanding was that the option was with the investor therefore they were willing to accept a lower yield. If the option is with the company Who has the option to convert or cash...

Has anyone studied the S and X ramps. I am sure when they were producing only half the desired output the margins were pretty crappy - Due to fixed costs in COGS and higher warranty costs. When they open up the short range option. They will balance production to include a healthy portion of...

Great modeling. QQ does the gross margin for model 3 seem a bit high. I thought they were trying to get to 16% at some point in the qtr but now for the whole qrt. Headwinds to company est: -not at 6k per week -Logistics nightmare Tailwinds to company est: -dual motor % -M3P % Maybe I...

Weren’t those large storage facilities built to buffer supplies since it’s impossible to ramp up and down supply chain fast enough to respond to the 3 debottle necking/ s curve.

Got my invite yesterday too. Non Tesla owner waited in line on 3/31. Wife trying to convince me to get x. Now confused. Are these upgrade conversations happening in other families as well?

Concerned about Model S and X production in Q12018 given the "reallocation of workforce". hopefully the M3 line is automated enough so the S and X team can be reassigned to their lines. “We plan to produce about 10% fewer Model S and Model X in Q4 compared to Q3 because of the reallocation of...

The pricing structure could also be a way to encourage buyers to postpone purchases by a few years. I don’t believe they are playing games though. I truely believe that the pricing reflects breakthrough in battery tech and the cost efficiency of the GF beast running at full throttle

Anecdotal evidence. There is a lot of hidden demand for Tsla vehicles. folks back off at last minute cause they think the company will go belly up. They don’t understand the company and do not think beyond the FUD articles they read. Believe this demand will be unleashed after model 3...

ah ha there you are. just txted you :)

That’s great news. So the FUD about power instability and labor quality problems for Panasonic in GF1 are not reliable/true

Bit confused with the Tsla and the Panasonic earning call. Panasonic said that cell production was a bottle neck at GF1. So are both cell production and pack production bottlenecks? Hopefully it’s just pack production. I trust EM and team to address the issue more effectively and quicker than...

Any battery experts on this forum? Q: Does the charge status of a battery impact how aggressive the fire is if damaged.

Cheers to my virgin post!! Long time reader first time poster. Perma TSLA bull. Love the discussion on the forum and the weekly news letter. Re the battery pack stabilizing the power source. I am not an engineer by profession. However based on past manufacturing experience in a developing...