Krise?

[Troald]

671 mill dollar i minus 3.kvartal. Går dette bra?

[ankul]

Hmm..

[Jeronan]

Tesla, which now also includes Solar City, has been and still is doing massive investments.
So 600+ mil in minus is nothing to worry about at this moment.

The Giga factory is still not fully operational, so lot of investment still goes in there. That is one of the actual bottlenecks of the Model 3 production.
Batteries are currently not produced fast enough, since not all automated proccesses are fully active yet.

When all is going to fall into place and it will....things will end up just fine.

[Stikkkontakt]

671 mill dollar i minus 3.kvartal. Går dette bra?

Det er jo bare 26.000$ i tap pr leverte bil. Peanuts

[leafolainen]

Tapet er det største noensinne på et kvartal og en del større enn markedet forventet, men ikke mer enn at aksjen foreløpig har falt med rundt 5%. Hittil i år er den likevel opp nesten 45%. Så det er nok litt tidlig å snakke om krise, men at de satser stort er det liten tvil om.


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[Knut Røe]

Dont worry folks, Jeronan`s got everything under control here 

[Espen Hugaas Andersen]

Ting vil ikke forbedre seg før Model 3 leveres i stor skala. Nå estimert til Q1 2018.

[Mazzbot]

Kan glemme biler til Norge før 2019..

[Jeronan]

Dont worry folks, Jeronan`s got everything under control here 

Uber has been losing crazy money ever since it's existence and still alive. It has yet to make any profit.

The Giga factory is a partnership with Panasonic, so it's not just Tesla that is heavily invested in it.

Tesla is just a bit in a rough spot now with Model 3 production delays. This is nothing new.

Now....if this continues for another year towards 2019 and Model 3 production isn't ramping up in 2018..... yeah then things might get a bit more serious.

————————————
To date, our primary production constraint has been in the battery module assembly line at Gigafactory 1, where cells are packaged into modules. Four modules are packaged into an aluminum case to form a Model 3 battery pack. The combined complexity of module design and its automated manufacturing process has taken this line longer to ramp than expected. The biggest challenge is that the first two zones of a four zone process, key elements of which were done by manufacturing systems suppliers, had to be taken over and significantly redesigned by Tesla. We have redirected our best engineering talent to fine-tune the automated processes and related robotic programming, and we are confident that throughput will increase substantially in upcoming weeks and ultimately be capable of production rates significantly greater than the original specification.

[Espen Hugaas Andersen]

Kan glemme biler til Norge før 2019..

Det er ikke sikkert. Model 3 er trolig den elbilen som produseres i størst skala før slutten av året (trenger ca 1.200 biler/uke), og andre elbiler finner jo veien til Norge. Om Q1 havner på 2.000/uke og de tre neste kvartalene havner på 5.000/uke, så er det 204.000 Model 3 produsert i 2018. Men målet er jo å skalere opp til 10.000/uke i løpet av 2018, så tallet kan bli betydelig høyere.

[jlan]

Ting vil ikke forbedre seg før Model 3 leveres i stor skala. Nå estimert til Q1 2018.

Sent i Q1 sier de, men de har nok cash til å holde ut betydelig lenger enn det.

... late Q1 2018 ... Based on what we know now...

[Espen Hugaas Andersen]

Ting vil ikke forbedre seg før Model 3 leveres i stor skala. Nå estimert til Q1 2018.

Sent i Q1 sier de, men de har nok nok cash til å holde ut betydelig lenger enn det.

... late Q1 2018 ... Based on what we know now...

De trenger ikke nå 5000/uke for å levere i stor skala.

"We expect Model 3 non-GAAP gross margin to reach breakeven by end of Q4, because of increased capacity utilization, and it should improve rapidly in 2018 to our target of 25%."

[Amoss]

Kan glemme biler til Norge før 2019..

Jeg forventet biler hit i Q3 - etter at USD7500 skattekreditten var brukt opp. Nå snakker vi om 3 måneders forsinkelse, så forventer fortsatt biler hit i Q4 2018. Men ja, kan lett bli *sent* Q4, men noen heldige vil nok få seg noen julepresanger til seg selv

... om det altså ikke blir ytterligere forsinkelser.

[Knut Røe]

Tesla er immune mot dårlige nyheter og tall. Modell X var 3 år forsinket!
http://www.businessinsider.com/why-tesla-is-not-affected-by-bad-news-2017-10?r=US&IR=T&IR=T/#tesla-had-a-near-death-experience-in-2008-1

[Jeronan]

Kan glemme biler til Norge før 2019..

Jeg forventet biler hit i Q3 - etter at USD7500 skattekreditten var brukt opp. Nå snakker vi om 3 måneders forsinkelse, så forventer fortsatt biler hit i Q4 2018. Men ja, kan lett bli *sent* Q4, men noen heldige vil nok få seg noen julepresanger til seg selv

... om det altså ikke blir ytterligere forsinkelser.

The bottleneck is Giga Factory 1. Battery pack production for Model 3.
It's not just Tesla, but also Panasonic.

Panasonic are no amateurs when it comes to mass production and scale, so I'm confident they will get it sorted out together with Tesla.

There is a recent interview with the Panasonic CEO explaining the current issues and that they are on top of it and close to resolving it.

PS. This little fact seems to be completely overlooked:

In its 3Q earnings results, Tesla said it now expects Model S and Model X are on pace for about 100,000 deliveries in 2017, up 30% from 2016