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TSLAQ is actually quite happy with this number, with the stock down 5% AH. The multiple on this stock has it pegged to be an extreme growth company, but 5% ann
by daxorid 7y ago
TSLAQ is actually quite happy with this number, with the stock down 5% AH.
The multiple on this stock has it pegged to be an extreme growth company, but 5% annualized delivery growth with shrinking ASPs is decidedly not a "growth" number.
TSLAQ is wrong that it's a fraud and/or insolvent. But they're absolutely right that its valuation is absurd and needs to eventually come down to meet reality.
- danhak 7y agoThat annualized delivery growth figure does not take into account that the Fremont factory is pegged, they have another factory coming online this quarter, and have 4 unreleased vehicles in the pipeline—-more than doubling their lineup—-one of which (Model Y crossover) is in the hottest segment.
- new_realist 7y agoThe Fremont factory was supposed to deliver 10K cars a week.
- zaroth 7y agoIn February this year Elon predicted they would reach 500k annualized production rate by the end of this year. This includes output from GF3. I think they will reach (or very nearly reach) this target.
- cma 7y agoI think the promises around FSD are fraud, especially since they took a lot of money for it on basically just an over-optimistic hunch of being able to deliver it.
- elisharobinson 7y agoDid you pay for it.
- cma 7y agowhat’s the implication supposed to be?
- elisharobinson 7y agoR u a dissatisfied customer
- cma 7y agoI'm not claiming fraud against me.