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JRP3
Hyperactive Member
Tesla didn't sell the flamethrowers, The Boring Co. did.
BOBTHEJOCKEY
Member
About the middle of September Bloomberg model 3 tracker was quoting over 6000 a week. It dropped off after that usually meaning they had shut down to increase the output. The quarterly amount is certainly important but it's the last week burst rate that really is the game changer. The first quarter burst rate in the last week was 5000. This quarter has to be well above 6000.
BOBTHEJOCKEY
Member
The end of quarter profitability and car count must be good otherwise why would Elon make a point of settling with the SEC on the weekend. We should be expecting a real jump in the stock price if not a short squeeze tomorrow.
larmor
Active Member
So you are saying there is a chance for another luxury car manufacturer to become best selling in the remainder of 2018, since they are hiding a huge backlog of reservations... just sayin'
Inside EVs is more conservative: 22,000 Model 3 deliveries in October estimated + 32,050 for July/August = 54,050.
InsideEVs also estimates 2000 delivered to Canada. If you add in some July/August Canada deliveries, their total Q3 Model 3 delivery estimates are also around 57000-58000!
Naughty by nature. This makes me miss Steve Jobs so much. Tim Cook is a good man, but he’s a number two by nature.
Elon may crash and burn at any time, but while he’s at the controls...well...the sky is the limit.
My head hurts thinking about what he can accomplish in the next decade on the trajectory he is moving.
Elon may crash and burn at any time, but while he’s at the controls...well...the sky is the limit.
My head hurts thinking about what he can accomplish in the next decade on the trajectory he is moving.
bhtooefr
Active Member
The False Musk-Jobs Parallel – Monday Note
An interesting debunking of the comparisons between Musk and Jobs, from someone who's been critical of Tesla and maybe reads a bit too much of the shorts (explicitly citing Chanos), and has direct personal experience with Jobs, but ultimately supports the mission and supports keeping Musk in place.
An interesting debunking of the comparisons between Musk and Jobs, from someone who's been critical of Tesla and maybe reads a bit too much of the shorts (explicitly citing Chanos), and has direct personal experience with Jobs, but ultimately supports the mission and supports keeping Musk in place.
The raw material. I assume that ordering 4x bigger quantities of raw material gives you the power to negotiate bigger discounts.
My Oct 23 options contracts up 450% today. Went ahead and sold them all no reason to get too greedy with options 
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Yuri_G
Member
Might be wishful thinking, but it would be great to get a report of profitability with production/delivery numbers to show how far ahead Tesla is compared to everyone else.
Electric cars cast growing shadow on profits
Electric cars cast growing shadow on profits
RobStark
Well-Known Member
"In electromobility you have to be a cost leader," BMW research and development chief Klaus Froehlich told Reuters.
"If you are not a cost leader you will not survive."
Fremont will be looking like a campground soon
Tesla plans another tent to store vehicles leaving factory
Tesla plans another tent to store vehicles leaving factory
"No one wants to buy our crappy compliance cars after we increase the price for the stuff we begrudgingly put in"
Since I am being quoted here I just want to point out how Tesla after the conclusion of Q2 very carefully stated (quoting from memory) that a number of vehicles produced in Q2 were in transit because they could not be delivered any faster, and that therefore Tesla would have to count these vehicles as delivered in Q3.
So I became convinced that Tesla knows how to not get into unnecessary trouble with the Taxman.
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