Tesla Delivers Record 97,000 Vehicles in Q3 • Hacker News Board

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#221

Post by mcguire » Thu, Oct 03, 2019, 5:29 PM UTC

graiz wrote: post #17

They had a leaked email posted last week that they were pushing for 100K. So 97k is less than was priced into the stock. Not sure why institutional investors don't like the stock and it's so heavily shorted and twitchy. Tesla could use a COO to manage operational expectations and let Elon focus more on engineering in the future. It'll keep his twitter/email free from setting market expectations.

"Not sure why institutional investors don't like the stock and it's so heavily shorted and twitchy."

https://www.cnbc.com/2019/04/23/why-tesla-is-such-a-battlegr...

Plus, keep in mind that, if TSLA isn't massively more profitable on a per-car basis than other car companies or doesn't essentially take over the automotive market, any upside is already priced in.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#222

Post by DeonPenny » Thu, Oct 03, 2019, 8:29 PM UTC

new_realist wrote: post #102

toomuchtodo wrote: post #3

Earlier quoted context omitted.

Gigafactory 3 in China comes online this month. Manufacturing lines are already validated. I’d expect an increased step up in quarterly deliveries going forward. Also, no more Fremont->China ocean shipping delay. This puts Tesla on track to build and deliver 500k+ vehicles a year next year. This does not include energy storage sales out of GF1 in Nevada.

Tesla has never been able to bring a production line online without a year or so of significant problems.

But each time they get faster. This is hold weight if you have a lot of data points but in tesla case they are really young with lots of room of improvement which they've shown

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#223

Post by whamlastxmas » Fri, Oct 04, 2019, 6:02 PM UTC

mcguire wrote: post #220

whamlastxmas wrote: post #217

Earlier quoted context omitted.

How do you know he was lying instead of just, you know, wrong?

Which would be worse for Tesla?

Projections are not concrete numbers. It's normal for projections to not be exactly what reality turns out to be.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#224

Post by wpietri » Fri, Oct 04, 2019, 10:38 PM UTC

Phillipharryt wrote: post #172

wpietri wrote: post #50

Earlier quoted context omitted.

Let's also note that it's down 30% from peak this year. And that the price is heavily based on hypothesized future performance. And that Musk took a hype-driven strategy that, while getting him low-cost capital and a lot of free marketing, also has downsides. In particular, it creates a population of skeptics, and increases volatility when negative events cause former believers to become skeptics.

You realise all stocks are priced based on predicted future earnings right?

Hi! Replies generally go better if you assume people know the basics and then interpret what they said in light of that. Assuming for the moment I did know that, what do you think I might have meant?

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#225

Post by Phillipharryt » Sat, Oct 05, 2019, 5:11 AM UTC

wpietri wrote: post #224

Phillipharryt wrote: post #172

Earlier quoted context omitted.

You realise all stocks are priced based on predicted future earnings right?

Hi! Replies generally go better if you assume people know the basics and then interpret what they said in light of that. Assuming for the moment I did know that, what do you think I might have meant?

Why would I assume you knew that? Not everyone is well versed in stocks so I was replying in case you thought tesla was unique in being priced based on speculated future earnings. I admit I said it in a pretty condescending way though.