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Shoot_Me_Now

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About Shoot_Me_Now

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  1. Dems, Reps, Inds of the board "Biden was terrible" Tim "Biden held serve" Hmm which one to go with?
  2. Yeah fascinated by people thinking Biden held serve. If I'm a Trump, he's the one I'd want to debate.
  3. What? An article a year ago said they were going to stabilize model 3 production at 6k. I stated even today they don't have that amount of demand. In Q1 19 they sold 61,500 model 3s if every in transit vehicle is a model 3. They produced 62,950, more than they sold. At a 6k weekely demand rate they would sell 78,000 a quarter which means in Q1 they would have had a growing back log. Members of this very board were able to order and receive their model 3 in approximately a week and several price cuts took place as well. Neither is a sign that demand is outstripping production by 15k a quarter. Not sure how that's turning my opinion into fact. I'm not nor have I ever been short the stock so I gain nothing by spreading "FUD". Reading that article from a year ago shows the exaggerated claims of Elon and I thought I'd comment on it while everyone else is fantasizing about the pickup truck based on claims from Elon. I'm sure this time is different though and he's genuine about the truck and the current model 3 production rate.
  4. The had 10,600 vehicles in transit, not ~12k. Nice number you picked there to get their deliveries plus in transit to equal production. Furthermore, that figure isn't just model 3s. Even if it was, 60,500 is less than 62,950 and that's with pulling various price cuts and "act now before the price goes up" techniques. Try again to show me they can sell 6k a week if they produced them (without huge price cuts that sends them to bankruptcy).
  5. I'm shocked a huge fan thinks that's FUD. Shocked. I guess citing the sales numbers is FUD. Q1 model 3 sales = 50,900 or 3,915 a week. Q1 model 3 production = 62,950 or 4,842 a week. At 6k a week they need to pull in 78,000 model 3 sales. It sold 63,000 in Q4 18. There isn't demand for 6k a week. https://www.google.com/amp/s/www.cnbc.com/amp/2019/04/04/tesla-q1-2019-production-and-delivery-numbers.html
  6. Is there a reason you're sharing an article from a year ago? Trying to show how flaud the Tesla analysis is from their fans? "In short, over the coming years, these will become swamped by the (ever growing) automotive margins. Nothing to mention Tesla’s emerging solar and energy storage product lines, both of which should start becoming significant late this year." Ever growing margins. Oops. Emerging solar lines. Oops. "Model 3 Timeline: * Production rate before the most recent downtime: various lines running between 3,5k and 6k per week * Current downtime targeted at bringing them up to 5-6k per week, this quarter’s goal * Next quarter’s goal: stabilize at 6k and improve automation." A year later and they can't even sell 6k model 3s a week if they could produce them even though they're in more markets. This company is a mess and it isn't because of FUD.
  7. The auto sector is rolling over. Job cuts are up, production cuts are up, but inventory levels continues to rise which will lead to additonal cuts. From the articles. In May, new vehicles spent 74 days on the lot, highest number for May since 2009. Job cuts are up 207% through April compared to last year. https://www.aftermarketnews.com/jd-power-new-vehicle-sales-slow-discounts-rise-but-average-prices-break-records/ https://www.google.com/amp/s/www.marketwatch.com/amp/story/guid/6E6624DC-7BDC-11E9-A410-83D46AC351D9 GDP and the unemployment rate aren't leading indicators to a recession.
  8. We tier it and end up with 12 golfers with your top 4 scores counting. You're eliminated if you don't have 4 make the cut but most people have 6-8 players into the weekend. We pick 1 from the better tiers and 2 from lesser tiers. Group A is pick one of Koepka, Woods, Johnson, Mcllroy. Group E is pick two of A Wise B Grace C Smith C Hoffman H Li J Kokrak J Vegas K Mitchell K Kisner L Glover M Fitzpatrick R Bello R Moore S Piercy
  9. Tiger's final round score of his five green jackets: 69, 68, 71, 71, 70 The scores of the final six golfers yesterday: 70, 70, 70, 72, 73, 74 Sure he didn't "dominate" but that's not how Tiger plays on Sunday. Apart from starting the final round in the lead, Tiger did what he always does. Put up a decent round and let the others around him succomb to the pressure.
  10. You might want to look up his results in the 7 or so events prior to that comment. It was a bad take.
  11. Wins since this post: 2 Lot of time to add to it before the end of 2020.
  12. Ford's (and other manufacturers) circumstances aren't the same as Tesla's. Tesla has a crap balance sheet and can't afford to cut into their margins with price cuts. To be fair, they've always had a crap balance sheet but Elon has been able to go to the free markets and raise funds at the snap of a finger based on brand image and hyper growth forecasts. Issuing several price cuts and still having a steep QoQ decline in sales shows the growth story is over. They have exhausted their three year reservation list. Their brand image has also taken a huge hit which won't help matters going forward. They aren't going to be able to raise funds to pay the bills anymore so the business has to survive by itself and the signs aren't pointing that way. What do you get when you have a balance sheet problem, demand problem, brand image problem, margin problem, competition is finally here problem, tax incentive problem, and wide spread service problems? In Tesla's case, an erratic CEO making erratic business decisions and having twitter meltdowns. Elon is attacking the WSJ and Bloomberg this weekend, amongst many other things in his 48 hour meltdown. Every alarm bell is ringing right now for them thus the constant pumps from Elon, board stock sales, and top executives leaving in droves. Now they have this autonomous event on the 22nd that's going to be a game changer per Elon. Does anyone actually believe that is true with everyone bailing ship? They'd be in for a huge payday but they can't leave fast enough.
  13. The masters, this thread, or GoT going to be the most entertaining today?
  14. Since FC is MIA I'm picking up the baton. From memory the last month and half look like this. Late Feb - Tesla PR - $35k model is here! Deliveries in 2-4 weeks Reality - it doesn't exist and Tesla tries to upsell any customers that ordered it. No deliveries were made. March - price cuts Model Y event. 90% of the presentation is about Tesla's history and other products. Final 10% is about the Model Y with good reason, it was just a slightly modified 3 with a third row in the trunk. Place your deposits now! This was such a flop not even extreme pumper Musk has mentioned how many orders they got. Next few days on twitter Musk spends more time talking about the Tesla "pickup truck" than the Y. - price cuts Tesla announces its immediately closing all of their stores and going to an online order only business model. - price cuts A few days later, after some stores have already closed, Tesla says just joking and reopens them. - price cuts April Q1 deliveries get released showing demand has fallen off a cliff even with the price cuts and giving free stuff away. Panasonic says no thanks to expanding battery capacity and further investments at the gigafactory. Maybe because demand has fallen off a cliff? Tesla scraps the $35k model 3 via online orders (it never existed). You can still order it in store as they'll just software limit the more expensive model (what? Sounds good on margins). A month after announcing they were going to online orders only, you can now only order the $35k model in store. Makes sense. Leasing! You can now lease a model 3 with crappy terms that doesn't allow you to buy the car after 36 months because we need those cars for our self driving taxi service! Elon trying to pump his stock valuation to lyft/uber. All that on top of finance/legal departures (plus other executives) and the board is cashing in their stock. When do the masses recognize the current business is doomed? I, like others, like the S and would have bought one years ago if I had 100k to burn. Currently, I wouldn't go anywhere near a Tesla car until this all plays out.