Haven't seen this posted yet (from Teslarati) ... Tesla Powerwall covers its monthly payment after VPP events
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I wonder how different the Salton Sea is to the Dead Sea, where foolish tourists regularly float and cake themselves in the local mud,.re Suitability of the Salton Sea:
I’m responding to this from Seward, where I just spent an hour strolling the boat harbor docks.
It is almost impossible here to find a commercial boat - glacier/whale watching, or fishing - that is not aluminum. And motorized boats of all types have had copper wiring for their electrical cables for over a century - at least as exposed as the ones running to/from small boat’s outboards.
Sacrificial zinc anodes perform most of the protection, there are many other means.
Next question, please?
No, but they harvest a heck of a lot of Potash from the Dead Sea. Kazakhstan is super jelly.I wonder how different the Salton Sea is to the Dead Sea, where foolish tourists regularly float and cake themselves in the local mud,.
This could be the difference:-
Not much farming in recent times near the Dead Sea.
That would be true if the people who have recently ordered their vehicles were taking delivery this quarter, but with very few exceptions they'll be taking delivery in future quarters. Most of the folks taking delivery this quarter paid lower prices, so were they not contributing to gross margins either?
May be simple math, but without taking time into consideration.
Since when did ordering a car 13 months prior to taking delivery displace a higher margin sale? When he ordered the car, the price was cheaper, and revenue was not recognized until he took delivery of the car! Just like most everyone who orders a higher priced Tesla now won't have the revenue recognized until they take delivery in some future quarter. If the higher priced car were available today, you might have a point, but they're not and you don't.Look, I don't want to belabor this obvious point, but the fact is, an order at a lower price displaces orders at higher prices and lowers gross margins. it's not rocket science or a slam on the buyer who is getting a lower price. If I wanted the car, even as a fan and shareholder of TSLA, I would pat myself on the back for ordering early enough to get the discount compared to more recent orders.
But financial metrics don't care who the buyer is, only how much revenue the sale brought in. We are talking miniscule fractions of a percent of gross margin here so it's not a big deal but facts are facts. Deal with it. Don't deny basic facts about corporate accounting by claiming sales that displace higher margin sales increase gross margins.
Didn't Zach say the price increase is predictive vs retroactive? So if Tesla predicted the price of raw material/suppliers correctly, margins will stay the same no matter when you order and take delivery the car.Look, I don't want to belabor this obvious point, but the fact is, an order at a lower price displaces orders at higher prices and lowers gross margins. it's not rocket science or a slam on the buyer who is getting a lower price. If I wanted the car, even as a fan and shareholder of TSLA, I would pat myself on the back for ordering early enough to get the discount compared to more recent orders.
But financial metrics don't care who the buyer is, only how much revenue the sale brought in. We are talking miniscule fractions of a percent of gross margin here so it's not a big deal but facts are facts. Deal with it. Don't deny basic facts about corporate accounting by claiming sales that displace higher margin sales increase gross margins.
Since when did ordering a car 13 months prior to taking delivery displace a higher margin sale? When he ordered the car, the price was cheaper, and revenue was not recognized until he took delivery of the car! Just like most everyone who orders a higher priced Tesla won't have the revenue recognized until they take delivery in some future quarter. If the higher priced car were available today, you might have a point, but they're not and you don't.
Guess we are in a simulation. Was checking my car for the newest software update and noticed this for my odometer. Guess it's meant to be.
View attachment 851597
The stands on the left side of the hall were dedicated to further expansion, which was already a public topic in May with an application for a development plan for a site directly east of the Tesla factory . A vote on the initiation of the necessary procedure was initially postponed by the municipality of Grünheide, reportedly because a majority was unsure. There was still a need for voting, it said on Sunday.
Representatives of the municipality also use the opportunity to inquire directly at the source about further projects. For the first time, Tesla publicly presented a new overall plan for its German gigafactory. It is shown that the previous 300 hectares would not be sufficient to accommodate all the planned additional facilities. Because next to the existing property, a kind of logistics center is to be built on another 100 hectares (see photo above). Trains should both bring material and pick up finished electric cars, which Tesla says would mean significantly less CO2 emissions. In addition, many more parts are now to be kept in stock on site because the logistics concept of "just in time" delivery has become unsafe due to ongoing supply chain disruptions.
Look, I don't want to belabor this obvious point, but the fact is, an order at a lower price displaces orders at higher prices and lowers gross margins.
Don't deny basic facts about corporate accounting by claiming sales that displace higher margin sales increase gross margins.
Those who pay a higher price for the same product, in the same quarter contribute more to that metric.
Our contribution to Q3 gross margins:
Most of the folks taking delivery this quarter paid lower prices, so were they not contributing to gross margins either?
He's contributing every bit as much as anyone else who got their Tesla this quarter. The people who are on the waiting list will contribute to the gross margins in the quarter in which they receive their vehicles as well.
Buy a Plaid or it doesn't count.Yeah, I'm generally in agreement with 90%+ of what Stealth has to say here, but raining on the parade of somebody's Tesla purchase is just poor form. You're better than that, man.
So, you did notice the busload of Spartans?Has noone posted the >300 yet? Or have i just not noticed it? ...
Which makes me wonder, are their no journalists ethics or standards or even a law, that gives the right to privacy for a company for a closed door meeting between the management and its employees? The same privacy we all expect for our bedrooms?
Of course even if such standards exists, expecting that from bottom feeders like Lora or Russ is just too much.