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ev-enthusiast
Active Member
Krugerrand
Meow
When someone can come up with a good explanation for the drop yesterday, is when I'll have a good explanation for the current rise.
jhm
Well-Known Member
If you are waiting for profits, why are you wasting your time here? The world is full of merely profitable companies you can invest in.
Yep, could be that people realize they overreacted to whatever news-of-the-day they sold on yesterday.
I also wonder how much SCTY can move TSLA if at all (I assume it's mostly TSLA driving SCTY price now). SCTY earnings are after the close today.
Mike
dc_h
Active Member
I've been trying to weed out the tracker data and simplify the data down to something I can analysis without SAS. I just looked at the first entry for each new thousand entry (145k, 146k, 147k...). The numbers were buckshot at the beginning of the year, but they seem like the backoffice is more structured about assigning VIN's now. Over the last 3 months, the average is about 5000 VIN's per month, based on my perhaps not entirely rigorous methodology. I've been following the demand thread and was concerned, but at this point, I think they have been pretty smart about tweaking demand as production improves. I think tweaking X demand will be more challenging, since it is such a unique car. Tesla is in some luddite crosshairs, but the model X is stylistically more controversial, in part due to FW doors.
Anyhow, I'm pretty confident the new performance indications point to 100Kwh battery and I am also confident they are about 1000 a week model S. I think the 100KWh battery is more important to the Model X than the S, but both cars will benefit from early adapters, road warriors and touring drivers. 330 miles on a Model S will be exciting and will encourage some fence sitters to jump.
stealthology
Member
Anyone can confirm? Seems like pretty valuable info.
Pretty random, but I just took a vacation to SF and Honolulu 2 weeks ago and I walked by two stores "opening summer 2016". In SF, off Van Ness Ave. The one in Honolulu was at the massive Ala Moana Shopping Mall.
Attachments
Who said anything about them being a lemon return? He said that maybe they had issues and were refused at delivery. (So never titled.)
We know that happened at least a few times. But the most likely thing is that they are selling the test drive units before they get too much wear and are worth less.
Seems likely Tesla vehicles will qualify.
India’s transport Minister visits Tesla, offers up land for factory in the country
Government of India Invites Tesla to Make in India - NDTV CarAndBike
I wonder if they have started courting countries for Gigafactory 2. It seems like China is the obvious choice, but that probably wouldn't stop them from setting up an international bidding war.
Not true.
One example - Rockwood Holdings Inc. in Gujarat (India)
http://www.otcmarkets.com/edgar/GetFilingPdf?FilingID=9832437
I can't get your attachment to open.
Here is the article I was referring too.
Tesla's India Gigafactory to depend on imported Lithium
They would have need to import it.
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