I think he's referring to the firmware update on the X that makes the doors functioning much better.
Can't find this source can you help me out? TIA
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Can't find this source can you help me out? TIA
Can't find this source can you help me out? TIA
You're joking, right? And speaking of memories, you should then remember that Tesla has had problems with the FWD for more than 4 years, and it's been the cause of delays and money sinks. Today was a big day as they seemd to have solved a 4 year old problem, or at least part of it. I know Tesla is all about engineering but evidently they also run into massive problems that need solving, and they always do, that's why I'm an investor. Now, let's be happy on a day like this.
You must be from pr/marketing.
What they sent was a mere software symptom fix which will not cure a hardware challenge.
You must be from pr/marketing.
What they sent was a mere software symptom fix which will not cure a hardware challenge.
You must be from pr/marketing.
What they sent was a mere software symptom fix which will not cure a hardware challenge.
Except you don't know which issues are software ones and which ones are hardware ones. Plus, you don't know when certain hardware fixes made it into the production lines. For all we know, all the current production has the right hardware and the ramp is proceeding with the ramp rate of the new hardware parts availability. So instead of a 6 month ramp of the Model S, and instead of the 3 month hope for the ramp of the Model X, we get a 5 month ramp.
What we didn't count on before all of this was the Model S running at such a clip. That means the Model X production wasn't necessary to achieve these volumes and that's huge for the business. Now Model X is additive to the original projections that Model S + X was necessary to achieve this kind of volume.
Latest hit piece. I chock most of it up as the usual garbage. Though the gigafactory pictures did make me pause for a moment.
http://www.streetinsider.com/Analys...er+90%+Downside+in+Tesla+(TSLA)/11293255.html
Nathan Weiss again. Another bear cherry picker that has been wrong about Tesla over and over. $12 price target? That's the streetinsider for you.
Q4 gross margin over 22%
Q1 guidance >15k
2016 guidance 80k
Reiterate what has been said about Model X ramp
If we get all of those the stock should be above 170 just on a reactionary bounce. Should be a good chance. Anything less and there will be big questions.
I don't know if Q4 gross margins are that important, not if they break it down into S and X. Why do you think it could be lower than 22%? Because of discount sales of S? As you know, they shipped few X in Q4.
Q4 gross margin over 22%
Q1 guidance >15k
2016 guidance 80k
Model X ramp "no critical unresolved design issues"
If we get all of those the stock should be above 170 just on a reactionary bounce. Should be a good chance. Anything less and there will be big questions.
Come to think about it......I am out of here for good. Never to return. Wishing you well over the next 5 years. Sayonara comrades. CALGARYARSENAL IS DONE. Booyah!
They've mentioned disappointing GMs, I am wondering if they are talking about what we already know, or something worse than expected. If it is worse than expected, the narrative on the street will be back to - more cars sold = more losses. A steady GM will indicate demand can sustain 17k+ model S a quarter which is positive.
This is something that everyone is potentially overlooking. Low commodity prices are going to enable Tesla to hit that $35k sweet spot quicker than they would've otherwise been able to achieve.
They've mentioned disappointing GMs, I am wondering if they are talking about what we already know, or something worse than expected. If it is worse than expected, the narrative on the street will be back to - more cars sold = more losses. A steady GM will indicate demand can sustain 17k+ model S a quarter which is positive.