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Re: TSLA corporate outlook

Posted: Tue Feb 19, 2019 9:12 pm
by LTLFTcomposite
I doubt they're making a profit on that self-destructo battery mobile. The LEAF has to have been a huge loser for Nissan over the last eight years, but unlike Tesla they have millions of ICE sales to spread the cost over

Re: TSLA corporate outlook

Posted: Tue Feb 19, 2019 10:09 pm
by WetEV
LTLFTcomposite wrote:I doubt they're making a profit on that self-destructo battery mobile. The LEAF has to have been a huge loser for Nissan over the last eight years, but unlike Tesla they have millions of ICE sales to spread the cost over
Nissan claims to have made money on the LEAF, and on the Renault ZOE. Not all LEAFs were sold in Central Florida with Canary batteries...

Re: TSLA corporate outlook

Posted: Wed Feb 20, 2019 12:34 am
by cwerdna
WetEV wrote:
LTLFTcomposite wrote:I doubt they're making a profit on that self-destructo battery mobile. The LEAF has to have been a huge loser for Nissan over the last eight years, but unlike Tesla they have millions of ICE sales to spread the cost over
Nissan claims to have made money on the LEAF, and on the Renault ZOE. Not all LEAFs were sold in Central Florida with Canary batteries...
Yep.

https://insideevs.com/renault-nissan-mi ... ince-2010/
https://insideevs.com/renault-nissan-mi ... s-in-2018/

Re: TSLA corporate outlook

Posted: Wed Feb 20, 2019 12:56 am
by cwerdna
Well, you wrote this on Jan 26, 2018...
webb14leafs wrote: If you doubt that Tesla will build 500,000 cars per year within 6-12 months, you are ignoring reality.
They reported earnings around Jan 30, 2019. See https://insideevs.com/tesla-releases-q4-results-profit/.

They claimed:
Every part of the Model 3 production process has demonstrated over a 24-hour period the ability to produce at an extrapolated rate of 7,000 vehicles per week. By the end of this year, we expect to be able to produce Model 3 at this rate on a sustained basis.
So, if they are able to sustain 7K/week, that's 364K vehicles/year.

Re: TSLA corporate outlook

Posted: Wed Feb 20, 2019 8:38 am
by jlv
With all those parking lots full of unsold 3s, I think they've now decided to dump them at sea.
Image

Re: TSLA corporate outlook

Posted: Wed Feb 20, 2019 9:12 am
by EVDRIVER
jlv wrote:With all those parking lots full of unsold 3s, I think they've now decided to [url=https://twitter.com/elonmusk/status/109 ... 93/photo/1]dump them at sea.
[img]https://i.redd.it/5at3xiiw6mh21

Seems they will need to make 400K cars this year according to Musk to keep up this demand for reef reconstruction. It is rumored these cars have no packs or drive units as they are going to Rivan and the company will post record earnings based on CARB credits and drive sales alone.


https://insideevs.com/tesla-registered- ... el-3-vins/

https://www.teslarati.com/tesla-model-3 ... -300k-vin/

Re: TSLA corporate outlook

Posted: Wed Feb 20, 2019 10:54 am
by lorenfb
cwerdna wrote:Well, you wrote this on Jan 26, 2018...
webb14leafs wrote: If you doubt that Tesla will build 500,000 cars per year within 6-12 months, you are ignoring reality.
They reported earnings around Jan 30, 2019. See https://insideevs.com/tesla-releases-q4-results-profit/.

They claimed:
Every part of the Model 3 production process has demonstrated over a 24-hour period the ability to produce at an extrapolated rate of 7,000 vehicles per week. By the end of this year, we expect to be able to produce Model 3 at this rate on a sustained basis.
So, if they are able to sustain 7K/week, that's 364K vehicles/year.
Yes, and on the other side of the equation is the real issue of what's the on-going product demand for the M3 in the U.S. for 2019!

Re: TSLA corporate outlook

Posted: Wed Feb 20, 2019 6:43 pm
by GRA
ABG:
Tesla goes through another exec: Top lawyer leaves two months into the job
Elon Musk, meanwhile, sets Model 3 goal of 500,000, no, 400,000 cars
https://www.autoblog.com/2019/02/20/tes ... wo-months/
Tesla said on Wednesday its general counsel Dane Butswinkas is leaving the electric carmaker just two months into the job, the latest in a string of top-level departures at the company.

Butswinkas, who joined Tesla in December and was reporting to Chief Executive Officer Elon Musk, will return to his previous role as the company's outside counsel at law firm Williams & Connolly.

Jonathan Chang, Tesla's vice president of the legal department, will replace Butswinkas effective immediately, the company said in an email statement. Before joining Tesla in 2011, Chang was its outside counsel at law firm Latham & Watkins. . . .

In a tweet on Tuesday, Musk estimated that Tesla would make around 500,000 Model 3s in 2019 — then he quickly clarified that the delivery target this year would be 400,000 cars.

Shares of the company were down 1 percent in morning trading.

IEVS:
Tesla Model 3 Employee Leasing Coming Soon, General Public Later
https://insideevs.com/tesla-model-3-lea ... -progress/
Soon we may know if offering Tesla Model 3 leasing will spike demand.

Tesla is well aware that people are eagerly awaiting a time when they can lease the Model 3. Many people have wondered why Tesla has waited to take advantage of this potential boost. Some have speculated that once the popular all-electric sedan is available for lease, demand will go through the roof.

We are not financial gurus at InsideEVs, but we can tell you that Tesla has waited because, while leasing will spike demand and “sales,” it’s not as pretty as actual sales on the automaker’s balance sheet. Musk spoke to this in the recent Q4 earnings call. He admitted that leasing is something that will boost demand, but it “makes our financials look worse.”

According to Electrek, “sources familiar with the matter” reported on an email about Model 3 leasing that was recently sent to Tesla employees. It said that Tesla employees may be allowed to lease the Model 3 in about two weeks. Does this mean only employees will be able to lease the Model 3 or will it be opened up to the masses?

The story goes on to say that Tesla did confirm that the email was real. However, the automaker was clear that the email was simply an internal document to prepare employees. The automaker also made it clear that there has been no official decision about when leasing may start, except that it will begin sometime after the timeframe suggested in the letter. So, basically, employees may be able to lease soon, but the general public will have to wait an undisclosed amount to time before leasing is available. . . .

Re: TSLA corporate outlook

Posted: Wed Feb 20, 2019 6:45 pm
by GRA
Deleted duplicate post.

Re: TSLA corporate outlook

Posted: Wed Feb 20, 2019 7:10 pm
by palmermd
EVDRIVER wrote:
jlv wrote:With all those parking lots full of unsold 3s, I think they've now decided to [url=https://twitter.com/elonmusk/status/109 ... 93/photo/1]dump them at sea.
[img]https://i.redd.it/5at3xiiw6mh21

Seems they will need to make 400K cars this year according to Musk to keep up this demand for reef reconstruction. It is rumored these cars have no packs or drive units as they are going to Rivan and the company will post record earnings based on CARB credits and drive sales alone.


https://insideevs.com/tesla-registered- ... el-3-vins/

https://www.teslarati.com/tesla-model-3 ... -300k-vin/
Rivian? That is news to me, I thought it was FF? or was it Lucid?