I think you have to be a Mac / iPhone user to subscribe to Apple NewsIf there is a link, I can't find it!
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I think you have to be a Mac / iPhone user to subscribe to Apple NewsIf there is a link, I can't find it!
I was also thinking wouldnt Tesla have a contingency to still create Model Y at Berlin and Austin incase volumes of 4680 cells arent at high enough level. Couldn they make a structural battery pack with 2170 cells? Maybe not the same level of energy, but still could be producing and selling cars from those factories rather then have them site idle doing nothing.This Berlin delay isn't even confirmed is it? I'm not buying a 6 month delay without a solid reason.
Here is a direct link to the Motortrend article: 2021 Ford Mustang Mach-E vs. Tesla Model YI think you have to be a Mac / iPhone user to subscribe to Apple News
I think you have to be a Mac / iPhone user to subscribe to Apple News
If they are successful, it will be time to make lemonade.The downward and upwards wedges are about to meet, this week or early next week. Whether it goes up or down at that point, I expect it to be a strong move.
Seeing how incredibly blatant what has been going, a bit worried they're gonna be successful in breaking the chart at that wedge point which would break all sorts of momentum. So be cautious anyone playing Q2 Calls. I have a couple July and Sept Calls that I've pretty much written off as total losses at this point cause if it breaks to the downside on that wedge, I could see it being Q4 before it gets back up into the 800/900's.
I still have a hard time seeing them break it to the downside considering Q2's momentum/potential, but Wall St has shown it's strength in manipulation for going on 4 months now.
Thanks!My current estimate for Q2 2021 can be found here:
Near-future quarterly financial projections
I agree. The credit values are a lot more predictable than analysts are recognizing. The difficulty is that for some reason each EU pool is highly secretive about the terms of each of their agreements. Also Tesla is in a pool that has never met it’s emissions target. I had done a deep dive of...teslamotorsclub.com
Highlights are:
- Deliveries of 213k (+134% vs PY) is an all-time record
- Auto Revenues double with 103% growth vs PY
- Total Revenues of $12B (+99% vs PY) is an all-time records.
- Gross Profit of $2.7B is an all-time record (more than double the prior year)
- Operating Income of $1.2B is an all-time record (more than triple the prior year)
- GAAP Earnings of $860m is an all-time record (about 8 times higher than prior year at +727% growth)
- Non-Gaap Earnings of 1.3B is an all-time record (almost triple the prior yeat at +192% growth
- EPS GAAP of $0.76 and non-Gaap of $1.16 (both records)
My current estimate for Q2 2021 can be found here:
Near-future quarterly financial projections
I agree. The credit values are a lot more predictable than analysts are recognizing. The difficulty is that for some reason each EU pool is highly secretive about the terms of each of their agreements. Also Tesla is in a pool that has never met it’s emissions target. I had done a deep dive of...teslamotorsclub.com
Highlights are:
- Deliveries of 213k (+134% vs PY) is an all-time record
- Auto Revenues double with 103% growth vs PY
- Total Revenues of $12B (+99% vs PY) is an all-time records.
- Gross Profit of $2.7B is an all-time record (more than double the prior year)
- Operating Income of $1.2B is an all-time record (more than triple the prior year)
- GAAP Earnings of $860m is an all-time record (about 8 times higher than prior year at +727% growth)
- Non-Gaap Earnings of 1.3B is an all-time record (almost triple the prior yeat at +192% growth
- EPS GAAP of $0.76 and non-Gaap of $1.16 (both records)
I'd much rather pay up front. You can always come up with a one time large amount but the monthly subscription payments are what kills you financially.I agree with this - I can't imagine paying $200 per months for it, unless I was using my car as a robo-taxi, then it's OK
A pay-per-mile would be much more interesting, especially for casual users
The problem here is that it takes a bit of time to become used to FSD and how it works. I suspect a number of people will get the subscription, really hate the first two weeks, and then cancel it never to get it again.I don't have FSD on my SR+. I would probably be willing to pay a few hundred every time I went on a long road trip just for lane changes and NOA.
I think this isn't as much about time delay as it is about fundamental changes to the plant layout.Tesla said to be facing 6-month delay in opening Gigafactory Berlin, based on German report
Tesla’s issues in Germany have now reportedly resulted in a six-month delay of the start of production at Gigafactory Berlin,...electrek.co
And previously...https://www.businessinsider.de/wirtschaft/mobility/tesla-minifactory-in-gruenheide-landesregierung-rechnet-auf-jahre-lediglich-mit-12-000-statt-der-versprochenen-40-000-mitarbeiter-b/
It makes sense. If they want to roll out MYs from Berlin with 4680s, and they just confirmed on the latest Earnings Call that 4680 production at scale is a ways off (or at least a few months delayed from their roll out at Battery Day)...then, yeah, it seems unlikely they will be opening in July 2021.
Burke says people are tired of repeated issues at the site and Tesla should look to return some of the $950 million in state funding it received for the factory.
"The whole project has been mired in corruption and scandal and excuses and excuses. We're tired of it. It's reasonable to say, well the pandemic affected this, but when you've got so many ugly things on the other end of that, that's when people are like, it doesn't pass the sniff test anymore," said Burke.
The famous hard data point of "sniff test". LolSouth Buffalo Tesla plant faces backlash for hiring efforts
Assemblyman Pat Burke wants Tesla to return state funding.spectrumlocalnews.com
Sorry but that's incorrect. Tesla has even got a permit to work now weekends and in 3 shifts on the Giga Berlin construction site. The only reason why you might believe it's going slow compared with Teslas is simply that the outside buildings in Berlin are to a large extend finished for phase 1. The media is trying to create a false narrative here too. Be careful all, what you read and believe.I don't know what is going on behind the scenes. But... Berlin is just not progressing very much, day by day, week by week. (Caveat: From what can be observed via drones.)
Not compared to Austin. Only thing that slowed that down was the surprise winter.
There might be good reasons: They might be busy inside. The non-temporary permit may turn up soon. But visible progress just seems ... slow.
Neither is the Tesla RiverBend siteand we're not land locked!
It slow speed has felt the same to me too - But looking at this weeks drone videos there does appear to be a lot of work done on the paint shop internally and that tends to be one of the items with the longest lead time to start production. Some examples from this week's videos. credit Tobias Lindh and flybrandenburgI don't know what is going on behind the scenes. But... Berlin is just not progressing very much, day by day, week by week. (Caveat: From what can be observed via drones.)
Not compared to Austin. Only thing that slowed that down was the surprise winter.
There might be good reasons: They might be busy inside. The non-temporary permit may turn up soon. But visible progress just seems ... slow.
Thanks for the correction.Sorry but that's incorrect. Tesla has even got a permit to work now weekends and in 3 shifts on the Giga Berlin construction site. The only reason why you might believe it's going slow compared with Teslas is simply that the outside buildings in Berlin are to a large extend finished for phase 1. The media is trying to create a false narrative here too. Be careful all, what you read and believe.