TESLA

[blacksheep]

Exclusive: Tesla flies in new battery production line for Gigafactory

Edward Taylor, Alexandria Sage

 

FRANKFURT/SAN FRANCISCO (Reuters) - Tesla Inc has flown six planes full of robots and equipment from Europe to California in an unusual, high-stakes effort to speed up battery production for its Model 3 electric sedan, people familiar with the matter told Reuters this week.

https://www.reuters.com/article/us-tesla-gi...y-idUSKCN1IQ2RN

[blacksheep]

Hedgeye's Cartoon of the Day: Teslemmings

[blacksheep]

Further evidence you cannot believe everything you read

 

The Truth Behind Electrek's Shady Alliance with Tesla

How the most popular electric car news site quietly wages a proxy war on behalf of Elon Musk.

BY EDWARD NIEDERMEYERJUNE 29, 2018

 

extract

What then is the secret to ElectrekÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s success under Lambert?

 

According to a number of sources from different parts of the online Tesla fan community, a variety of factors seem to have contributed to ElectrekÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s booming readership. Some of the most regularly-cited explanations for the Electrek phenomenon seem to be interconnected, and include its close relationship with Tesla itself, its regular scoops from sources inside the company, its consistent appeal to the most hard-core of Tesla supporters and investors, its conduit to one of the largest and most vocal Tesla fan communities on the internet via LambertÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s moderator position at r/teslamotors, and the regular retweets and replies from MuskÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s widely-followed Twitter account.

 

To critics, detractors, and short investors, these factors suggest that Electrek acts as a nominally-independent wing of TeslaÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s communications team. They argue that by catering to the most loyal and passionate wing of TeslaÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s and MuskÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s considerable fanbase, promoting its stockÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s growth prospects and defending it against critical coverage, Electrek has earned TeslaÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s favor and in exchange receives favored status as an outlet for traffic-boosting exclusives and a bonanza of promotion from Musk, whose personal Twitter account has 22 million followers.

 

But itÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s a major gamble. TeslaÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s financial and manufacturing problems, which ElectrekÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s coverage regularly dismisses, could eventually have real consequences. And if the company fails, itÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s hard to see Electrek not paying some kind of price for hitching its wagon so cravenly to Tesla. To a certain extent, without Tesla, all that remains of Electrek is a lot of pissed-off people waiting to say I told you so.

http://www.thedrive.com/tech/21838/the-tru...ance-with-tesla

[mullokintyre]

And yet, despite all the nonbelivers, (me included), Tesla has reached its milestone production Target of 5,000 Model 3 cars per week.

Mind you, it had to steal production workers from other lines (Model S and Modelo X production faltered a fair bit).

And it was about 9 months behind the original schedule.

And there are some who doubt this figure can be maintained, let alone increased to the eventual target of 10,000 per week.

But hey, they made it!

 

 

The Gardian

 

 

Mick

[Mags]

yep, got there.

 

Under a tent.

By deleting 300 welds per car

By removing the final roll and stop tests.

 

The modern automobile is the most complex item in mass production. Tesla tried to leap frog over the billion dollar giants that have been around for a century.

 

I don't believe much of Musk re: Tesla, but I do believe him when he say's he's in production hell.

 

and that aint gonna solve itself with out a huge dose of time, money and resources..... something Telsa is burning through rapidly.

[blacksheep]

Have you seen the war Elon is waging on twitter with the author of this article - LINETTE LOPEZ - he suggested she bribed an ex Tesla employee to get the info and she provided that info to short seller Jim Chandos. https://twitter.com/ajs/status/1014957159048732672

 

Elon Musk ordered Tesla engineers to stop doing a critical brake test on Model 3s

Tesla CEO Elon Musk ordered his employees to stop putting nearly finished Model 3s through a critical test before leaving the companyÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s factory in Fremont, California, according to an internal document viewed by Business Insider.

ItÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s called the brake-and-roll test, and it ensures the car is correctly aligned.

An industry expert told Business Insider that every automaker does this test to ensure quality and function.

https://www.businessinsider.com.au/tesla-el...6?r=US&IR=T

 

As Vesna Poljak noted in the AFR today - Why Tesla is the ultimate battleground stock

 

Tesla has become the ultimate battleground stock, pitching evangelical believers against global hedge funds who have seemingly inexhaustible reasons for betting against the maker of the Model S.

 

https://www.afr.com/markets/why-tesla-is-th...20180706-h12cns

 

Mind you, Telsa is no different to most stocks you see being discussed on HC, or elsewhere - in one corner you have the die hard fan club, in the other the voice of reason and or shorters in disguise (shorters always get the blame for a stock performing badly)

[mullokintyre]

IMHO, Donald Trump and Elon Musk have a fair bit in common.

1. Both have massive egos.

2. Both believe that they are never wrong.

3. They are firm believers in conspiracy theories where they are the victims.

4. Both think that they can play the MSM for suckers.

 

Mick

[Mags]

I'm not a shorter, don't know how to: I know the principal, but never pursued it.

 

What the fan boi's completely get wrong about shorters, is they provide liquidity as the stock collapses: They provide the fan boi's with their chance to get out, with some cash. If shorters don't have to cover their positions the stock may literally have zero buyers.

 

Shorting's to dangerous for me. I see there are pieces years old talking of BLA being a fake, but it was only when a USA based mob called them on it the world took notice. There's plenty of stocks way over valued, prime for shorting, but

 

The market can remain irrational longer than you can remain solvent.

 

Tesla should be a good short: But a mouth like Musk is always able to extract investment from some sucker: It even seems his solar city deal was dirty. But people keep financing him.

 

Wouldn't it be nice?

[alonso]

I've been making critical comments for quite a long time in various places about Elon Musk.

His type of entrepreneurship imo is not helping at all in the struggle against those who want to destroy a fair free market system.

But he's not Robinson Crusoe.

[blacksheep]

Will Tesla Be 'Tripp'ed' Up By A Whistleblower?

The Tesla whistleblower scandal intensified Wednesday with reports that Martin Tripp's counsel, Meissner and Associates, had filed a claim on his behalf with the Securities and Exchange Commission. Other news outlets have done an excellent job of reporting on TrippÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s accusations, but my focus is on the potential downside for Tesla shares from an SEC investigation.

 

So, Tripp and his counsel have an interesting hand to play. If, as reported in the Washington Post, Tripp's submission to the SEC includes the accusation that Tesla inflated reported Model 3 production numbers by as much as 44%, one of the key pillars of the Tesla bull story could turn out to be, well, bull.

 

If the anecdotal numbers are not to be believed, then the Street will be left with those figures filed with the SEC. The first quarter 10-Q told a brutal tale of cash outflow and a working capital deficit the likes I had never seen in 26 years of analyzing auto company financials. If the financial facts are all the market has to go on, Tesla's bulls are in deep trouble.

https://www.forbes.com/sites/jimcollins/201...r/#7047ddbc8660