Tag: Tech

$TSLA Earnings Q4/18 – LIVE TWEETING – #Question 12 – D.Tambarino Goldman Sachs / Model3 China demand

Elon: looks good, bigger Q how to get the cars made quick enough. Supply is challenge not demand.

Followup: 25k orders EU / single digit Chinahttps://t.co/3uxnOYqFlQ

— Martin { God of Mars } (@martinengwicht) January 30, 2019

from Twitter https://twitter.com/martinengwicht

reducing cost is very important – in hundreds of small ways – people don't notice but appr. subconsciously – we have to zealots about this.

Deepak: we spend capital /v efficient – big learnings

Elon: confident CAPEX GF3 / Modely 1/2 or /14

— Martin { God of Mars } (@martinengwicht) January 30, 2019

from Twitter https://twitter.com/martinengwicht

$TSLA Earnings Q4/18 – LIVE TWEETING – #Question 12 – New Street Research / Recession Impact

Deepack: high level of financial discipline = even recession impact can be balanced out and free cashflow can be sustained. Elon: cost cost cost https://t.co/3uxnOYqFlQ

— Martin { God of Mars } (@martinengwicht) January 30, 2019

from Twitter https://twitter.com/martinengwicht

Bottomline we need the shanghai factory to achieve the 10k / week Model3 production and get the prices down. Limit factory for huge demand is cash limits

— Martin { God of Mars } (@martinengwicht) January 30, 2019

from Twitter https://twitter.com/martinengwicht

Now Tesla is way smarter how to spend money and be cost efficient.

Follow Up: expect 20% gross margin?

Elon: Yes

Follow Up: Demand / 250k-500k #Model3

Elon: We need to bring China online, biggest variable to 500k / year – US high labour costs. Tesla least incentive access

— Martin { God of Mars } (@martinengwicht) January 30, 2019

from Twitter https://twitter.com/martinengwicht

$TSLA Earnings Q4/18 – LIVE TWEETING – #Question 11 – Deutsche Bank: Outlook 2019 / Margin
Elon: expected to introduce standard range #Model3 at the middle of year (rough guess). Working hard to improve cost in general. Past year v. difficult. https://t.co/3uxnOYqFlQ

— Martin { God of Mars } (@martinengwicht) January 30, 2019

from Twitter https://twitter.com/martinengwicht

Elon: at volume $42k at given volume level.

Follow Up: does Tesla have a Battery supplier in #China

Elon: we make battery and back – combination GF1 production / japan and china

— Martin { God of Mars } (@martinengwicht) January 30, 2019

from Twitter https://twitter.com/martinengwicht

$TSLA Earnings Q4/18 – LIVE TWEETING – #Question 10 – color on car purchase behaviour / price target
Elon: seasonal factors. In the US. Some impact from tax credit. Very confident about on going demand. Highest customer satisfaction in the world. https://t.co/3uxnOYqFlQ

— Martin { God of Mars } (@martinengwicht) January 30, 2019

from Twitter https://twitter.com/martinengwicht

$TSLA Earnings Q4/18 – LIVE TWEETING – #Question 9 – When start to deliver M3 / EU+China
Indication suggest big demands in these markets. Elon: order of 300k-500k Model 3shttps://t.co/3uxnOYqFlQ

— Martin { God of Mars } (@martinengwicht) January 30, 2019

from Twitter https://twitter.com/martinengwicht

Always connected car. Massive training fleet. Miles of training @Tesla has is 95% more than all other competitors combined! In 18 month a million vehicles on the road. Every month more training data available.

— Martin { God of Mars } (@martinengwicht) January 30, 2019

from Twitter https://twitter.com/martinengwicht