Nothing against the lean concept, but when years ago they tried it to the extreme hoping for results
. IE, the 787 body join /wing being automated. Plus no over head cranes. It failed I believe
I think that was to move the second line so SC at minimum cost
Many reports are circulating about Model S drivetrains needing to be replaced.
The cost of these replacements is likely to significantly worsen Tesla's operating losses.
The $15,000 ex-warranty replacement cost may significantly affect the resale value of the car and thus the cost of Tesla's "Resale Value Guarantee" program.
I never heard of a company called NETFLICKS.
Here is your post from Sept 2014, hardly a recommendation to buy it
"monopoly money or nickels ? wow I am NOT going to go out and get some of that NFLX"
How does this have the remotest relationship with TESLA stock or TESLA being a winner?
CPO cars would not be driving up demand for new cars which is what they need to meet their delivery targets. With less than 2 months backlog, they need new orders to even make it until the model x starts being built which I don't think will be an issue. It's just that their current backlog is very low without the X.
People may get the impression that the 85D is a better deal because it is only $10K more expensive. In reality, they would be paying $666/kw for the larger battery in the 85D for 30 more mile range
Musk publicly said those "new" aluminum batteries" are no good this week.
Per TESLA's web site, you can order one and have a May delivery. It also has a statement on the site saying it costs $57,500 "after incentives and gas savings". The incentives are the fed tax $10,000, state incentives(note these are only available in 5 states) $7500, and gas savings $10,000 over five years.
That is 40% growth from 2013 to 2014. He missed by 10% if those numbers are correct.( note that the 35,000 original forecast would have been 50%)
What is Musks starting price he is going to use for the 30% number against to show he met it. I have read that the estimates are $400/KW in 2013 for the batteries they used. .
An article out today indicates that the average price is already 25% below that number. Other articles are also saying the battery costs have been coming down at about 8% a year(without the giga factory).. What number is Musk using to get to the 30% number?
"The authors of the new study concluded that the battery packs used by market-leading EV manufacturers cost as little as $300 per kilowatt-hour of energy in 2014. That’s lower than the most optimistic published projections for 2015, and even below the average published projection for 2020. The authors found that batteries appear on track to reach $230 per kilowatt-hour by 2018. "
Make that 2300 cars sitting in China. This just goes to show how those model x deposits miight turn once price and specs are announced. Don't count on all 20,000 deposits to turn into purchases and refunds will have to be issued
What is he going to do with the 1000+ cars sitting in China if they don't start buying them.
Now that is an unformed post, What are your thinking. They can and will easily beat 30,000 no matter what the cost.
The yard stick that needs to be considered is when they have grown deliveries, why do they keep losing more money,
Check the history of how more deliveries is not helping profit
Yes he is expanding, but how long can that go on at l loss every quarter with an reliability dependent on the giga factory to bring cost down?
Not long or short, just curious how that works.
If you read my posts under the "major new product tesla line" I honestly believe the 2020 date is the result of there being enough demand for the Panasonic cells to support the production there that is ABOVE whatever the production capacity for cells at the time of the giga factory opening.
That might get them to their 30% goal of reducing battery costs, but not before. Say the giga factory opens in 2016, and the cell production to get it to 100% efficiency (manufacturing battery cells) will be about 4 years.
Another way to describe this, if TESLA is building 100,000 cars in 2016, anything above that number could allow the cells to be built in the giga factory, The first 100,000 cell requirements will always be produced in Japan first
My reasons for this opinion are posted with more detail under that thread and explains what it takes to eliminate jobs in Japan
"Japan Workplace Laws The art of hiring, strategies for managing employees, and techniques for lawfully terminating employees."
About the only way I see Panasonic moving EXISTING(as opposed to new jobs from more demand for the cells) jobs to the giga factory is if TESLA picks up the salaries for life for those who's jobs are eliminated in the transfer so they can do nothing and still get paid.
I'm sure musk will quote the leader of the A Team and say "I have a plan" to get around this situation and disrupt Japanese law.
here is an example what happens when the eliminate jobs,
TAGAJO, Japan — Shusaku Tani is employed at the Sony plant here, but he doesn’t really work.
For more than two years, he has come to a small room, taken a seat and then passed the time reading newspapers, browsing the Web and poring over engineering textbooks from his college days. He files a report on his activities at the end of each day.
Sony, Mr. Tani’s employer of 32 years, consigned him to this room because they can’t get rid of him. Sony had eliminated his position at the Sony Sendai Technology Center, which in better times produced magnetic tapes for videos and cassettes. But Mr. Tani, 51, refused to take an early retirement offer from Sony in late 2010 — his prerogative under Japanese labor law.
So there he sits in what is called the “chasing-out room.” He spends his days there, with about 40 other holdouts.
Labor practices in Japan contrast sharply with those in the United States, where companies are quick to lay off workers when demand slows or a product becomes obsolete. It is cruel to the worker, but it usually gives the overall economy agility. Some economists attribute the lack of a dynamic economy in Western Europe to labor laws similar to Japan’s that restrict layoffs.