Enkele hoogtepunten van Musk gisteren:
Citaat:
https://www.benzinga.com/news/19/06/...=mw_quote_news
Tesla held its annual shareholder meeting Tuesday evening.
CNBC quoted CEO Elon Musk as saying,
- “profitability is always challenging if you’re a fast-growing company" and that Tesla is on target to grow its “fleet” by 60-80 percent this year.
- Musk said Tesla could still be cash-flow positive despite this high growth rate.
- Musk said Tesla doesn't have a "demand problem... Sales have far exceeded production and production has been pretty good.”
- He also said Tesla has a “decent shot at a record quarter” in terms of sales and production.
Here are a few of the other highlights:
- Ninety percent of Tesla orders are new customers without a vehicle reservation.
- The company hopes to unveil the Tesla pickup truck this summer and hopes to get the Tesla Semi into production by the end of next year.
- Musk said it "won't be long" until Tesla releases a vehicle with 400 miles of battery range.
- The company is "pretty close" to being able to release insurance for cars.
- Tesla is matching product rollout according to scaling of battery production; Musk said this is the limiting factor.
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De limiting factor in de productie is de nodige opschaling naar meer batterijpacks.
Ze kunnen enkel maar zoveel batterijpacks maken als er accucellen zijn, of de evidentie zelf. Is ook niet anders als bij de andere EV-constructeurs die daar wslk nog meer problemen hebben of veel meer gaan hebben eens ze 5000-7000 wagens per week willen maken...
Dat Musk spreekt van grow its “fleet” by 60-80 percent this year daar is zeker de geextrapoleerde productie van Gigafactory 3 in Shanghai meegerekend, daar leveren constructeurs gelegen in China de accucellen. Daar kan ook Panasonic-China bij zijn. Maar met reus CATL waren er ook gesprekken:
https://www.reuters.com/article/us-t...-idUSKBN1QS11L
Met het kleinere Tianjin Lishen heeft Tesla al een voorlopige deal (preliminary agreement)
De eerste voorzichtige productietesten zijn wslk al in september via Teslarati:
Citaat:
https://www.teslarati.com/tesla-giga...interior-work/
Tesla intends to start manufacturing the Made-in-China Model 3 at Gigafactory 3 as early as possible. Provided that there will be no unexpected slowdowns in the construction of the facility, Gigafactory 3 might very well achieve its target of starting trial production runs of the Model 3 sometime in September.
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Tweets uit China spreken zelfs van augustus. Als de eerste m3s van de band rollen zal Wall Street wel reageren.
