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Tesla Motors, Inc. (TSLA) Message Board

  • jmcvicker jmcvicker Mar 2, 2013 9:32 AM Flag

    Reaction points

    What would the market do for TSLA if sales in Q1 were one of the following:

    Units? I doubt they will sell less than 3000 units in q1 but how do each of the above affect price? Remember, the Model S outsold volt in January. It is slightly behind volt in February.

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    • The question is what will they do if tesla makes their first profit?
      Delivers 5,000 cars?
      Over 6,400 vins have already been reported!

      Sentiment: Strong Buy

      • 3 Replies to tslacraz
      • They key to Tesla success - in the short term - will be tuning the factory, including presses, robots, assembly, painting, etc to minimize defects, rework $$$. That takes a lot of effort and small incremental efforts using statistical analysis to correct errors.

        Supply chain, logistics optimization sound simple, but are difficult to implement. They will have use software like SAP. Implementing a company with SAP is like getting a delivery with no epidural. They will have to look bidding with multiple suppliers, test the components and negotiate prices with volumes that are relatively limited. Their best bet is to use components that are off the shelf like tires, rims, etc.

        No wonder that Apple had to hire somebody like Tim Cook to run their supply chain and he was good at that. Not my choice for CEO. Tesla got people from Toyota, and will need supply chain people from Toyota or Daimler. Attempt to use common components and get the same discounts given their partnership with Toyota and Daimler.

      • What would the market do if there is an 80% cancelletion rate?

      • Then that is one reason for all the bashing here lately to get some big buyers some discounts.

        There is an online EV site reporting an estimated sale of 1400 for February. Just trying to do the numbers but I see no reason to be under 3000 for Q1, if not 3500.

219.29+1.030(+0.47%)Dec 19 4:00 PMEST

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