dmckinstry
Model X 2019
Maybe he wanted to take a vacation.
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Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Really great. Just imagine what the GM could be then with real volume production in 2018/2019 (however it will be counteracted by having to build a higher percentage of lower ASP cars further out along the ramp curve).
that means there will be one silly... that's exactly what that means. he said something nearly verbatim during Q215 ER and 5 days later they announced it.
Which isn't necessarily a bad thing at this SP if dilution % is small....
CyberDutchie
Active Member
Looks like we might see a "buying opportunity" tomorrow, as many here would call it. Not a very good call for the short term TSLA in my view, with some items (e.g. new CFO, cap raise, talk about supplier failure) that could upset some investors.
Long term TSLA looks good though...
Long term TSLA looks good though...
favo
P3D+ owner
Elon stated they are telling suppliers to be ready to supply parts for Model 3 at a rate of 1000 cars/month for July, 2000/month for August, and 4000/month for September. He then emphasized that Tesla has to assemble those parts into cars and deliver them to customers, so production and delivery rates will obviously be lower.
Agreed, not a ton to shove the price either direction in the call yet, I think. I added some shares after reading the letter though.
I was expecting (and fearing) more action! Yes, boring.... I'm about to make some coffee to stay awake hahah...
But, everything is under control and on track, which is good.
Edit: I did Ok selling today's daily buys... hit a 279 and a 282 sell... wonder if people that did volatility spreads with weeklies will make a buck, not seeing it as this rate.
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favo
P3D+ owner
Elon confirmed "most likely outcome" is that Tesla will achieve 500K cars (S, X, 3) produced in 2018, and 1M after two more years (2020).
Deepak will be back in a permanent position as CFO, not interim.
Model 3 configuration open to general public pretty close to production, so "3 or 4 months away."
Deepak will be back in a permanent position as CFO, not interim.
Model 3 configuration open to general public pretty close to production, so "3 or 4 months away."
Did those bots fell asleep between 11am and 4pm today ?
Somebody need to invent algobot-caffeine !
favo
P3D+ owner
Elon will be on the Model 3 production line making sure ramp up goes well. Currently, there is a known issue with the seat frame stamping die, but not expected to be a "schedule driver" since they are "aggressively attacking it."
Me (and a few others on here probably) did the job of the bots.... buying at 276.x and selling at 279 and 282 in the AH is good fun. Edit: yeah 276.x was not even close to a daily bottom but nothing to complain about....
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I feel that this thread should be specifically about TSLA price action and the other thread is for discussing things like the ER.
favo
P3D+ owner
At the moment ER is driving SP action so trying to separate them at the very moment is not practical.... besides we're all too excited to put that much thought into which thread is which
mmd
Active Member
First many cars are going to employees, not press or customers. No one will come to know if any Model 3 was delivered, or what/how many were delivered. A few pics may be 'leaked' once in a while to keep the excitement up.
This is what GM called test fleet back in 2015, before production of Bolts for customers began in Nov 2016.They gave out pre-production cars to employees to drive around and record issues to fix. Nothing novel.
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