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TESLA, The Ambitions of Musk
mullokintyre
post Posted: Jul 8 2018, 08:32 AM
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In Reply To: blacksheep's post @ Jul 7 2018, 11:24 PM

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



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sent from my Olivetti Typewriter.

Said 'Thanks' for this post: early birds  
 
blacksheep
post Posted: Jul 7 2018, 11:24 PM
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In Reply To: Mags's post @ Jul 7 2018, 10:53 PM

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
QUOTE
Tesla CEO Elon Musk ordered his employees to stop putting nearly finished Model 3s through a critical test before leaving the company’s factory in Fremont, California, according to an internal document viewed by Business Insider.
It’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

QUOTE
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)



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
Mags
post Posted: Jul 7 2018, 10:53 PM
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In Reply To: mullokintyre's post @ Jul 7 2018, 04:18 PM

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.


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mullokintyre
post Posted: Jul 7 2018, 04:18 PM
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In Reply To: blacksheep's post @ Jul 6 2018, 10:11 PM

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



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blacksheep
post Posted: Jul 6 2018, 10:11 PM
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Further evidence you cannot believe everything you read wink.gif

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
QUOTE
What then is the secret to Electrek’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 Electrek’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 Lambert’s moderator position at r/teslamotors, and the regular retweets and replies from Musk’s widely-followed Twitter account.

To critics, detractors, and short investors, these factors suggest that Electrek acts as a nominally-independent wing of Tesla’s communications team. They argue that by catering to the most loyal and passionate wing of Tesla’s and Musk’s considerable fanbase, promoting its stock’s growth prospects and defending it against critical coverage, Electrek has earned Tesla’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.


QUOTE
But it’s a major gamble. Tesla’s financial and manufacturing problems, which Electrek’s coverage regularly dismisses, could eventually have real consequences. And if the company fails, it’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



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jun 9 2018, 09:00 PM
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Hedgeye's Cartoon of the Day: Teslemmings smile.gif
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Attached File  DfHQofEW4AA7MFM.jpg ( 148.53K ) Number of downloads: 3

 




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 


blacksheep
post Posted: May 29 2018, 11:53 AM
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Exclusive: Tesla flies in new battery production line for Gigafactory
Edward Taylor, Alexandria Sage

QUOTE
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



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: May 3 2018, 03:53 PM
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In Reply To: mullokintyre's post @ Apr 11 2018, 09:45 PM

Seven Things Wall Street Wants to Know From Elon Musk

QUOTE
Tesla Inc. reports first-quarter earnings Wednesday after the market closes. Between now and then, investors, customers, followers and doubters will be chattering about what Chief Executive Officer Elon Musk has in store come late afternoon. Given the tumult of recent weeks, the main focus will likely be on production of the Model 3, the key to Tesla’s plan to bring electric vehicles to the masses and eventually reach profitability. But there are a lot of other questions, too.

Musk, 46, spent the last earnings call talking about how battery production at his gigafactory east of Reno, Nevada, was the “limiting factor” on Model 3 output, but we haven’t heard much about it since. The Tesla CEO has said automated assembly line components from Germany would arrive at the battery plant by March. So did they? Is the new line up and running? It’s hard to know if battery module production is still a limiting factor, or if other, unforeseen production issues have cropped up there or at Tesla’s assembly plant in Fremont, California.

Equally important is expenditures: Tesla ended 2017 with $3.4 billion in cash on hand and $9.4 billion in outstanding debt. Many analysts said Tesla will need to raise money again, despite the company’s stated position that “it does not require an equity or debt raise this year, apart from standing credit lines” when it reported delivery and production figures in early April.

While production and cash will be the main focus (Bloomberg Gadfly columnist Liam Denning addressed the cash issue here), journalists, analysts and prospective buyers will be listening for details on many other pressing issues. Here are seven of them:

https://www.bloomberg.com/news/articles/201...-from-elon-musk

How to conduct a quarterly earnings call - Musk style - "No more boneheaded questions." Might catch one here with ASX listed stocks biggrin.gif

QUOTE
Elon Musk has evidently had enough of Wall Street. He cut off two analysts in succession during Tesla's quarterly earnings call on Thursday (AEST), proclaiming: "No more boneheaded questions." The stock then fell 6 per cent. Has Wall Street finally had enough of Mr Musk?


Read more: http://www.afr.com/news/world/elon-musk-an...u#ixzz5EPnW9IQP

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Attached File  DcDo3ofU0AAA_mX.jpg ( 151.63K ) Number of downloads: 6

 




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
mullokintyre
post Posted: Apr 11 2018, 09:45 PM
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Goldman Sachs is bagging Tesla.

From CNBC

QUOTE
Goldman Sachs reiterates its sell rating on the stock and cuts its 12-month price target to $195 from $205, implying 32 percent downside.
"We see the company likely sustaining Model 3 production around the 1,400 per week mark," explained analyst David Tamberrino.
Goldman predicts the electric car company will likely be forced to raise additional capital as soon as the third quarter.


Musk must get his ideas from Trump.
Also from MORE CNBC

He tweeted

"Place your bets," Musk quipped on Twitter, appearing to challenge would-be sellers to exit at their own risk.

Hmm, its usually the sellers and shorters who win these games.

Mick



--------------------
sent from my Olivetti Typewriter.
 
blacksheep
post Posted: Apr 2 2018, 09:31 PM
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In Reply To: blacksheep's post @ Mar 30 2018, 01:02 PM

What was left of Model X vehicle on Autopilot that killed the driver last month.
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Attached File  DZpreHYVwAAn5XQ.jpg ( 97.04K ) Number of downloads: 4

 




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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