Good to see at least 1 analyst has the brass to put out a $420 PT.
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I am thinking about the leaked email again with my tinfoil hats on.
Now I suspect the current cost of 38k for SR might be the retail price after adding a healthy margin, which means they could already break even if they start to make it today.
Remember how he talked about the performance M3 costs 78k? This might be the way he is calculating SR costs too.
Now I suspect the current cost of 38k for SR might be the retail price after adding a healthy margin, which means they could already break even if they start to make it today.
Remember how he talked about the performance M3 costs 78k? This might be the way he is calculating SR costs too.
Right, I've seen posted here a 2 day requirement to respond, so if the call came today, they are out of luck trying to sell stock tomorrow. So two banking days turns into only one trading day. If it were a one day margin call, then they need cash or non-market trades.
In fact, there's something familiar here... what is that tune? Something about it...
OMG
This is being taken care of as of this week.
I would expect no less with this type of robust behavior in a bloodbath environment such as in today' s markets. Expect Friday or Saturday a post by Fred on Electrek reporting there was a sustained production of 1000+ units/day during the last 7 days. Bears were claiming last Friday's production of over 1000 units was unsustainable even for a week. That should add another tidal wave to consolidate SP next week.
anthonyj
Stonks
Sold my shares again for a nice profit and bought a couple more March $420 calls 
shorts can go fud themselves
shorts can go fud themselvesAssuming the InsideEVs number is at least “ballpark accurate” I think it’s safe to assume Q4 model 3 unit sales will see at least double digit percentage growth over Q3.
I know everyone here already expected that - nevertheless it’s still good to see the numbers play out as expected and perhaps those deluded idiots who wanted to believe Q3 was a “fluke” in profitability, not to be repeated, are finally realising Q4 will also be profitable.
I know everyone here already expected that - nevertheless it’s still good to see the numbers play out as expected and perhaps those deluded idiots who wanted to believe Q3 was a “fluke” in profitability, not to be repeated, are finally realising Q4 will also be profitable.
sweter
Member
I don't think it was only bears claiming that? I think the consensus on this forum/thread was that 1000 units (cars) production in a day wasn't really achieved (which I agree with)?
I wouldn't take 38k as face value: ''depending on how you count it, the current cost of a standard range Model 3 would be around $38,000''
There's a lot of conditional in that phrase! Plus I don't know that any executive with his mind right would just go out and disclose the production cost of a product, even in an confidential email to his employees.
As for the cost of $78k for a P3D, I was under the understanding this was retail price, cost for customer.
Wasn’t that the tune from ‘close encounters of the third kind’?
Artful Dodger
"Neko no me"
Overheard in the Shortsville Times copy room:
Minion1: Boss, were totally out of new ideas here.
Boss Short: Just keep tryin'... And DON'T sit on the photocopier!
Minion1: Boss, were totally out of new ideas here.
Boss Short: Just keep tryin'... And DON'T sit on the photocopier!
That would either mean a lot of Canadian sales, or that US Model 3 deliveries exceed 23,330. So I'm not so sure about double digit growth over Q3...
Yes, I thought that was obvious, but... am I that old in this room?
Clearly, the low center of gravity provided by a battery powertrain would be useful there.
These people are living out my dreams - at least those I had when I was ten years old..
That should be correct. Not as much in Ontario, but Quebec is making up for lost volume. Here we have gone in the past few weeks from seeing a Model 3 on highways once in a while to ''they're frikkin everywhere!!''
Considering this is the competition ahead. And this was GMs future, really? Ugly is an understatement (or there's a part of America that is really messed up). How can Tesla not win in the truck market too?
2020 Chevy Silverado HD is 910 pound-feet of ugly
2020 Chevy Silverado HD is 910 pound-feet of ugly
In the first 2 months of Q4 we are already ~4,500 units higher than the first 2 months of Q3 (for US sales at least) - so yes I’m assuming Tesla will be able to at least produce that little bit extra in December to hit 10% sequential growth in Model 3.
Although I haven’t looked at Canada sales - any idea if they are up or down vs Q3?
CFRA has apparently replaced long-time Tesla skeptic Efraim Levy with Garrett Nelson as their Tesla analyst.
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