Tesla Gigafactories, News and Conversation

1,908 posts in this topic

That's exactly the figures I could see about a month ago

The ID3 is a smash hit, it being an EV from a traditional  respected old school car company

 

But there are still plenty of prople with cash in their hands who want a Tesla. Tesla has the zeitgeist at the moment, they could probably sell 3x what they are making at the moment,  but the others are now hot on the heals.

 

Tesla share price is currently just ahead of Bitcoin share price

0

Share this post


Link to post
Share on other sites

Tesla China and Berlin and Texas, will all increase production for Tesla. We should remember the ID3 only went on sale in September, but its going to sell well next year

1

Share this post


Link to post
Share on other sites
20 minutes ago, arsenal21 said:

Norway's figures for November are interesting. Norway is somewhat ahead of the curve with 80% of all new cars being e-cars.

 

 

If we look at Norway in General, Evs would be a relatively good investment...   Its hard to drive more than 80KM without having to sit for 40 mins on a Ferry...   Each ferry will have free charging thats powered by the DERV generators...    :ph34r:

1

Share this post


Link to post
Share on other sites

Tesla is putting its revenue to use in the form of loads of new (the gray ones are opening in 2021) supercharger stations.

 

I don't have much use for fast charging in the city, but the more charging opportunities, the better. 

 

 

sc.jpg.3ed03ee0d247a1c6168556ca5c8cf035.

4

Share this post


Link to post
Share on other sites

"Tesla Gets Street-High $810 Price Target From Morgan Stanley"

 

Quote

Despite rising more than 700% over the past year, Tesla Inc (NASDAQ: TSLA) is getting a bullish call and new Street-high price target.

The Tesla Analyst: In a note published after Tuesday's close, Morgan Stanley analyst Adam Jonas reiterates an Overweight rating on Tesla while raising the firm's price target from $540 to $810.

...

The Tesla Thesis: Delivery growth of 61% year-over-year in the fourth quarter was better than expected by Jonas. The analyst raised the 2030 volume estimate to 5.2 million units from 3.8 million units.

 

“We continue to believe Tesla can outperform vs our sector in 2021,” Jonas wrote in the new note.

The analyst said the market has chosen to discount the value of Tesla compared to peers despite a range of high outcomes.

 

“Tesla’s business model can unlock recurring mobility services revenue faster and more profitable than the competition,” said Jonas, calling Tesla the “chosen one” for the internet of cars sector.

 

It’s hard to find a more innovative company, especially in the electric vehicle and autonomous vehicle markets said Jonas calling Tesla the best positioned.

https://finance.yahoo.com/news/tesla-gets-street-high-810-223049436.html

0

Share this post


Link to post
Share on other sites
Quote

ARK analysis of Tesla stock potential update. Unfortunately I can't find the original source, it could be faked.

https://www.reddit.com/r/teslainvestorsclub/comments/ksii6x/ark_invest_price_targets_postsplit/

 

Anyway, for them the big thing is if robotaxis become true or not. They also disconsider the energy business. I don't fully agree with their business cases separations, but one thing is clear: Tesla has already reached their level of "The high functioning EV company" which justifies the current valuation.

EDIT: it was manipulated to account for the stock split. ARK is going to release a new analysis, but this is not it.

2

Share this post


Link to post
Share on other sites

"Tesla to produce $25K car as early as 2022 in Gigafactory Shanghai"

 

Quote

An eco-assessment report for Gigafactory Shanghai recently provided a teaser about a third Tesla that will be produced at the China-based electric car factory. The documents hint that Tesla is looking to produce a new car at Giga Shanghai as early as 2022, and it will be priced between RMB160,000 to RMB 200,000 (about $25,000 to $30,000). 

 

As noted in a report posted by Sina Motors on Weibo, Tesla’s steadily improving sales in China were key drivers for the impending launch of the third vehicle. The new car was reportedly approved as early as September 2020, and product verification is poised to be completed around March 2021. The vehicle, which will reportedly be based on the Model 3 chassis, will take its place as Tesla’s entry-level EV in the country. 

 

https://www.teslarati.com/tesla-25k-car-release-date-2022-china-report/

1

Share this post


Link to post
Share on other sites

I grabbed the following off twitter

Tesla Q4 investor call preview:

Solar: no roof progress
Insurance: no state progress
Robotaxi: no development progress
Factory utilization: 45%
Factories: 2 in progress
Battery: no cost estimate
Cybertruck: no date
Roadster: no date
Semi: no date
FSD: no “self insurance” reserves

 

But rumours of lithium being found on Mars should send the share price up, right?

1

Share this post


Link to post
Share on other sites

If the factories are 100‰ utilised how do they increase production at the end of every quarter? By bumping it up to 150%?

1

Share this post


Link to post
Share on other sites
8 hours ago, arsenal21 said:

If the factories are 100‰ utilised how do they increase production at the end of every quarter? By bumping it up to 150%?

 

8 hours ago, fraufruit said:

Overtime.

 

Don`t even need that.

We often run at 120% even without overtime.

It`s basically industry bollocks and doesn`t mean anything in the real world.

0

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!


Register a new account

Sign in

Already have an account? Sign in here.


Sign In Now