A lot of the company's compensation is in stock options and many participate in the ESPP. You don't want it going down much. You need more Trip Chowdhry chowder spewn on to air waves
You cannot compare H1 to 2014 H1. To do this year's H1 they needed to introduce DWD early, new insane mode, new 70D as a value version. The. 85D got more power. Compared to last year's H1 which had S85 and P and P+ models. If they didn't do the D, it would be very bad right now for RWD waiting on the MX. D was to garner sales while still trying to finish MX. Will they have to do similar model dances for the 3?
Why do they need to meet guidance? The trader-bots will just keep buying and pumping.
Last year they missed guidance by 3000+ (only suggested they would in November - long after they knew they would miss). They can do 50k this year and talk about 2020 for weeks and keep things pumping. It is not about guidance. It is about hype of future guidance. Of course they will miss guidance this year, I think we knew that maybe back in January.
Didn't Elon say July for the configurator? Why do they keep slipping? Original date for first Model X sales was to be late 2013.
For the US - the trend is generally flat lately. Tippin up from 22 in may to 28 in July is not exactly "to the moon". By July, it was supposed to be configurable and now here we are in August.
How will autopilot solve people running red lights and T-boning?
If you don't know, his something like 30 Million shares are in his family's revocable trust, not in name.
Galves spoke highly of A123 Systems, Ener-1, Fisker Motors and other green tech in the past. Wonder why he left DB and ended up at CS.
Via the right shipping situations, staging, party tents and last-minute delivery schedules and maybe a new fleet of interns for delivery "pushes" into December - sure. Not impossible. But manipulated to "fit" the statement.
They just need to do a worldwide delivery day of 274 vehicles at the end of December for it to be truthful. Annualized @ 100,000.
Yahoo says the company is 1 person. And there is no reported revenue. I worked for a company once that eventually turned into a one person "boxes in someone's basement" situation. There are few that come out of that situation.
Vin data does show seasonality. July Vin #s are well down from May and June. This is when you bring out new model tweaks and start the incentives. Must be vacations.