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

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#81

Post by paulcole » Wed, Oct 02, 2019, 9:49 PM UTC

Can’t wait to find out what easily justifiable voodoo they used to fudge the numbers this time.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#82

Post by threeseed » Wed, Oct 02, 2019, 9:50 PM UTC

Keloo wrote: post #41

Am I the only one who thinks the Wall Street is playing dirty? Right before the report they increase the expectations so tesla miss, if they wouldn't increase it that should be a beat, same with eps last quarter. It feels like they force the news headlines to be 'tsla miss'. Or maybe I'm a bit fanatic, please correct me if I'm wrong.

Musk said 100k.

https://electrek.co/2019/09/26/tesladelivering-record-cars-q...

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#83

Post by lammasass » Wed, Oct 02, 2019, 9:52 PM UTC

German Carmakers Hate This Trick: Electric Vehicles That Work. Hopefully the eu wakes up and removes barriers for us good, so more europeans can buy teslas.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#84

Post by Robotbeat » Wed, Oct 02, 2019, 9:53 PM UTC

xkjkls wrote: post #75

Robotbeat wrote: post #42

Earlier quoted context omitted.

Having to ship cars to the other side of the planet to the largest electric car market on the planet and pay super high import duties while not having access to local labor (etc) seems like a pretty thorough ball-and-chain on prices compared to what GF3 will enable. Additionally, they have a significant update to the high end Model S & X coming (three motors), the 2020 Roadster, the Model Y, the Semi, and the Pickup…

This really isn’t answering the question. If a company is supply constrained, why would they be reducing prices? That’s literally the exact opposite of what should happen.

Increase the price of any car in the US by over 30%, and I guarantee you'll be suddenly "demand constrained" for that vehicle by your definition.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#85

Post by kipchak » Wed, Oct 02, 2019, 9:53 PM UTC

threeseed wrote: post #73

sockgrant wrote: post #57

Earlier quoted context omitted.

Can the Taycan compete on price, speed, range, and charging network? AFAIK it loses in all of those categories.

Can a Tesla compete on brand, design, interior fit, build quality, support, charging speed, repeatability, handing ? AFAIK it loses in all of these categories.

I don't have any numbers, but on the brand point I'd figure Tesla might be in a stronger position than Porsche in the younger demographics.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#86

Post by dv_dt » Wed, Oct 02, 2019, 9:54 PM UTC

kpommerenke wrote: post #59

dv_dt wrote: post #5

Earlier quoted context omitted.

The broad market was down almost 2% today, and Tesla is a higher alpha stock.

Do you mean that Tesla is a higher beta stock? According to Yahoo Finance, its beta is actually only 0.33. Source: https://finance.yahoo.com/quote/TSLA/key-statistics?p=TSLA

Yes beta, and surprising on the actual beta. It seems my assumption was wrong.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#87

Post by skizm » Wed, Oct 02, 2019, 9:54 PM UTC

caconym_ wrote: post #69

I've practically stopped hearing about Tesla in the news, which must mean they're doing great. Great job, Tesla folks!

I assume someone took away Musk's twitter privileges?

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#88

Post by new_realist » Wed, Oct 02, 2019, 9:54 PM UTC

danhak wrote: post #24

slg wrote: post #20

That first line after the chart is the big takeaway in my opinion. The backlog of orders increased this quarter which is both good news, since it shows demand is not a problem, and bad news, since Tesla still can't produce cars fast enough.

Good thing they have another factory coming online this quarter :-)

Model S, X and 3 production histories suggest grand proclamations and a half dozen deliveries followed by multiple quarters of production hell.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#89

Post by s_y_n_t_a_x » Wed, Oct 02, 2019, 9:55 PM UTC

threeseed wrote: post #74

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.

Simple. Everyone is getting into EV. There isn't a car company around right now that doesn't have an electric model coming out in the next couple of years. And so Tesla has nowhere to go but down.

Tesla has a major headstart and noone is near them or gaining on them.

It's actually simpler. The attack campaigns negatively influence the stock.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#90

Post by threeseed » Wed, Oct 02, 2019, 9:55 PM UTC

lgats wrote: post #64

danhak wrote: post #24

Earlier quoted context omitted.

Good thing they have another factory coming online this quarter :-)

I would be surprised if gigafactory 3 cars are exported from China. From what I understand, most domestically produced, internationally branded vehicles are sold within the county. (Audi, VW, Mercedes all manufacturer cars in China for domestic consumption)

There would be import tariffs on cars imported into the US.

So the Chinese factory is purely for domestic sales.