Zythryn
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Re: TSLA corporate outlook

Fri Jan 19, 2018 9:42 am

edatoakrun wrote:
Data from the Model 3 invites spreadsheet
https://model3ownersclub.com/threads/da ... heet.5678/

Data posted above seems to indicate model 3 production and deliveries this year are so far are at a fraction of the 1,000 per week rate TSLA claimed for late December 2017.
I don't believe Tesla ever stated they reached 1000 deliveries per week, did they?
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lorenfb
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Re: TSLA corporate outlook

Fri Jan 19, 2018 10:49 am

webb14leafs wrote:
Tesla is on track to EASILY sell over 350,000 cars per year within the next 6-12 months. This is not debatable. We can debate whether it's closer to 6 or 12, but you cannot debate IF it will happen. Well, you CAN, but it would be stupid.
So what! Have you overlooked what the U.S. auto sales TAM (total available market) was for 2017 (17M), and that Tesla
is presently only about 3% of the largest (GM - 3M)? When Tesla becomes profitable and begins to approach GM's volume
or the other two (Ford - 2.6M, Toyota - 2.4M), it will be a noticeable factor in the U.S. automotive sector and be considered viable.
Today, comparing Tesla to GM is like comparing Snapchat to Facebook, i.e. it's just basically a potential acquisition for it's tech
talent needed for future growth with little to no technology value other than the SC network. It's kinda like comparing Blackberry
with Apple/Samsung, i.e Blackberry had some good security features but little else. So, some may not be stupid, but naive, yes.
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#2 Leaf SL MY 12/18: 8.5K miles, 115 Ahrs, 5.2 miles/kWh (average), Hx=98, SOH=99, DOD > 20%, temp < 105F

cwerdna
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Location: SF Bay Area, CA

Re: TSLA corporate outlook

Fri Jan 19, 2018 1:11 pm

lorenfb wrote:
webb14leafs wrote:
Tesla is on track to EASILY sell over 350,000 cars per year within the next 6-12 months. This is not debatable. We can debate whether it's closer to 6 or 12, but you cannot debate IF it will happen. Well, you CAN, but it would be stupid.
So what! Have you overlooked what the U.S. auto sales TAM (total available market) was for 2017 (17M), and that Tesla
is presently only about 3% of the largest (GM - 3M)? When Tesla becomes profitable and begins to approach GM's volume
or the other two (Ford - 2.6M, Toyota - 2.4M), it will be a noticeable factor in the U.S. automotive sector and be considered viable.
...
And on this note, webb14leafs should note that the largest automakers in the world by volume each produce and sell about 10 million vehicles worldwide per year, each w/billions in profits per year. Look up names like VW Group, GM, Toyota and Nissan-Renault Alliance (including Mitsubishi Motors).

The 350K units/year that Tesla has come nowhere near is what each of 4 names I mentioned produces in under 2 weeks.

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GRA
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Re: TSLA corporate outlook

Fri Jan 19, 2018 5:23 pm

Zythryn wrote:
edatoakrun wrote:
Data from the Model 3 invites spreadsheet
https://model3ownersclub.com/threads/da ... heet.5678/

Data posted above seems to indicate model 3 production and deliveries this year are so far are at a fraction of the 1,000 per week rate TSLA claimed for late December 2017.
I don't believe Tesla ever stated they reached 1000 deliveries per week, did they?
I don't know about deliveries. Re production here's what Tesla said:
“In the last seven working days of the quarter, we made 793 Model 3s, and in the last few days, we hit a production rate on each of our manufacturing lines that extrapolates to over 1,000 Model 3s per week,” the company said in a statement.
https://www.reuters.com/article/us-tesl ... SKBN1ES1Z4
Guy [I have lots of experience designing/selling off-grid AE systems, some using EVs but don't own one. Local trips are by foot, bike and/or rapid transit].

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Zythryn
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Joined: Fri Jun 04, 2010 4:49 am

Re: TSLA corporate outlook

Fri Jan 19, 2018 6:08 pm

Absolutely! I had heard the “production rate” of 1000/week a number of times.
This was just the first time I heard delivery rate.
Big difference of course.
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LTLFTcomposite
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Re: TSLA corporate outlook

Fri Jan 19, 2018 7:40 pm

If the current trend continues model 3s will exceed the mass of the Earth in less than three years.
LTL
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Nubo
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Re: TSLA corporate outlook

Sat Jan 20, 2018 3:39 am

LTLFTcomposite wrote:If the current trend continues model 3s will exceed the mass of the Earth in less than three years.


:lol:
I noticed you're still working with polymers.

Zythryn
Posts: 1115
Joined: Fri Jun 04, 2010 4:49 am

Re: TSLA corporate outlook

Sat Jan 20, 2018 6:40 am

LTLFTcomposite wrote:If the current trend continues model 3s will exceed the mass of the Earth in less than three years.
Imagine what would happen if they add a third shift! :o :lol:
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hyperionmark
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Re: TSLA corporate outlook

Mon Jan 22, 2018 11:32 am


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LTLFTcomposite
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Re: TSLA corporate outlook

Tue Jan 23, 2018 6:06 am

LTL
White 2012 SV delivered 10 Dec 2011 returned 25 Nov 2014 replaced with stopgap ICE Sentra
[35 months] [35K miles] [9 Bars]
2013 Volt replaced after 36 months/30k miles with ICE Rogue
2016 SV-adjacent May 2016 lost 4th bar March 2018

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