ROUNDUP/'WSJ': FBI ermittelt wegen Falschangaben zu Model 3 gegen Tesla (Seite 711) | Diskussion im Forum
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Antwort auf Beitrag Nr.: 63.970.413 von faultcode am 10.06.20 14:26:25
https://twitter.com/Paul91701736/status/1270741826283032577
https://twitter.com/Paul91701736/status/1270741826283032577
Antwort auf Beitrag Nr.: 63.947.361 von faultcode am 08.06.20 19:50:17auch Elon Musk ist die neue Aufmerksamkeits-Konkurrenz Nikola - auch noch mit denselben Methoden wie er - nicht entgangen:
https://twitter.com/evdefender/status/1270724835098804231
Das mit Nikola ist wirklich neu für Elon Musk
https://twitter.com/evdefender/status/1270724835098804231
Das mit Nikola ist wirklich neu für Elon Musk
Executive Vice President of Business Development Robin Ren ist raus:
9.6.
Tesla loses one of its top executives
https://electrek.co/2020/06/09/tesla-loses-top-executive-rob…
Tesla’s Vice President of Business Development and one of the key executives behind Tesla’s success in China, Robin Ren (front left in the picture above), has left the automaker.
Ren joined Tesla in 2015 to lead the automaker’s operations in Asia.
We exclusively reported in 2018 that he took over responsibilities for worldwide sales at Tesla after several leadership changes in its sales and service department.
Ren also led the effort to secure the deal for Tesla to build its factory in Shanghai – resulting in Tesla becoming the first foreign automaker to have a wholly-owned factory in China.
...
Electrek’s Take
Tesla gets criticized a lot for its high turnover ...
https://www.linkedin.com/in/renrobin/
9.6.
Tesla loses one of its top executives
https://electrek.co/2020/06/09/tesla-loses-top-executive-rob…
Tesla’s Vice President of Business Development and one of the key executives behind Tesla’s success in China, Robin Ren (front left in the picture above), has left the automaker.
Ren joined Tesla in 2015 to lead the automaker’s operations in Asia.
We exclusively reported in 2018 that he took over responsibilities for worldwide sales at Tesla after several leadership changes in its sales and service department.
Ren also led the effort to secure the deal for Tesla to build its factory in Shanghai – resulting in Tesla becoming the first foreign automaker to have a wholly-owned factory in China.
...
Electrek’s Take
Tesla gets criticized a lot for its high turnover ...
https://www.linkedin.com/in/renrobin/
https://www.washingtonpost.com/technology/2020/06/09/tesla-f…
Tesla defied county orders so it could restart production.
Days later, workers tested positive for the coronavirus.
... supervisors held meetings with their teams to disclose the company had reported
several cases of the coronavirus, and the employees affected were told to stay home.
Tesla defied county orders so it could restart production.
Days later, workers tested positive for the coronavirus.
... supervisors held meetings with their teams to disclose the company had reported
several cases of the coronavirus, and the employees affected were told to stay home.
da soll ein negativer Artikel in der WP über EM und Tesla kommen - daher auch sein Angriff auf AMZN:
https://twitter.com/CCM_Ryan/status/1270353664159465473
https://twitter.com/CCM_Ryan/status/1270353664159465473
Trading Spotlight
Model Y -- derselbe Käse aus dem Zelt
9.6.
Tesla Memo Indicates Possible Model Y Quality Issues. Here’s How to Interpret That.
https://www.barrons.com/articles/tesla-memo-model-y-producti…
...
The news and commentary site Electrek reported on Tuesday that Tesla CEO Elon Musk sent an email to employees outlining Model Y production problems and stressing the importance of fixing them quickly. Musk said in the email, which Barron’s has reviewed, “It is extremely important for us to ramp up Model Y production and minimize rectification needs. I want you to know that it really makes a difference to Tesla right now.”
Tesla didn’t return a call seeking comment.
Rectification likely refers to rework done to vehicles after they leave the regular assembly line. Rework adds time and cost.
It sounds a little concerning. And the email also mentions supply-chain issues. These kinds of problems, however, are also par for the course in high-volume manufacturing settings.
“Model Y production will always have a few speed bumps in the first six to nine months of production and is not overly worrisome,” Wedbush analyst Dan Ives said. “Tesla has faced much worse in Fremont on production issues and we believe these potential wrinkles will be smoothed out by the end of June.”
Ives doesn’t have direct knowledge of Model Y issues, but has watched Tesla produce other models, giving him context. Ives rates Tesla shares the equivalent of Hold and has an $800 price target for the stock.
Issues involving the supply chain are likely related to the coronavirus pandemic and are being faced by many U.S. manufacturers. “Everyone went back to work at the same time,” ISM manufacturing survey Chairman Tim Fiore said in an interview recently. Ideally, suppliers would restart plants a little ahead of the final assembly plants. That way there is inventory in place.
None of this minimizes the importance of Musk’s email. Production volume and production quality certainly matter. More important, though, is that there is no standardized data regarding rework rates for other Tesla models. Keep in mind that manufacturing in a post-Covid-19 environment will be hard, and investors should be ready to hear about supply-chain and production problems on second-quarter earnings calls—after plants have restarted with new worker protections.
...
Original-Email:
9.6.
Tesla Memo Indicates Possible Model Y Quality Issues. Here’s How to Interpret That.
https://www.barrons.com/articles/tesla-memo-model-y-producti…
...
The news and commentary site Electrek reported on Tuesday that Tesla CEO Elon Musk sent an email to employees outlining Model Y production problems and stressing the importance of fixing them quickly. Musk said in the email, which Barron’s has reviewed, “It is extremely important for us to ramp up Model Y production and minimize rectification needs. I want you to know that it really makes a difference to Tesla right now.”
Tesla didn’t return a call seeking comment.
Rectification likely refers to rework done to vehicles after they leave the regular assembly line. Rework adds time and cost.
It sounds a little concerning. And the email also mentions supply-chain issues. These kinds of problems, however, are also par for the course in high-volume manufacturing settings.
“Model Y production will always have a few speed bumps in the first six to nine months of production and is not overly worrisome,” Wedbush analyst Dan Ives said. “Tesla has faced much worse in Fremont on production issues and we believe these potential wrinkles will be smoothed out by the end of June.”
Ives doesn’t have direct knowledge of Model Y issues, but has watched Tesla produce other models, giving him context. Ives rates Tesla shares the equivalent of Hold and has an $800 price target for the stock.
Issues involving the supply chain are likely related to the coronavirus pandemic and are being faced by many U.S. manufacturers. “Everyone went back to work at the same time,” ISM manufacturing survey Chairman Tim Fiore said in an interview recently. Ideally, suppliers would restart plants a little ahead of the final assembly plants. That way there is inventory in place.
None of this minimizes the importance of Musk’s email. Production volume and production quality certainly matter. More important, though, is that there is no standardized data regarding rework rates for other Tesla models. Keep in mind that manufacturing in a post-Covid-19 environment will be hard, and investors should be ready to hear about supply-chain and production problems on second-quarter earnings calls—after plants have restarted with new worker protections.
...
Original-Email:
Antwort auf Beitrag Nr.: 63.945.963 von faultcode am 08.06.20 18:18:44
--> die ersten Tesla-Fanboys warnen auch schon vor einer Blase bei --- Achtung -- Nikola
https://twitter.com/TeslaStars/status/1270047222030381057
"rude awakening"
Zitat von faultcode: Achtung Tesla-Longies: es gibt ein neues Spielzeug in der Stadt: NKLA -- Nikola Corp....
--> die ersten Tesla-Fanboys warnen auch schon vor einer Blase bei --- Achtung -- Nikola
https://twitter.com/TeslaStars/status/1270047222030381057
Antwort auf Beitrag Nr.: 61.679.832 von faultcode am 12.10.19 12:14:53
--> das war im uncoolen Jahre 2019.
Ab 2020 könnte ja Tesla ganz cool menschliche Fahrer laut ARK-Cathie einsetzen
https://twitter.com/WallStCynic/status/1270009556991717378
Es liegt der Verdacht in der Luft, daß Tesla in den USA einen Teil seiner unverkauften M3/MY's an so ein “human-driven” ride-hailing network abgeben könnte: https://twitter.com/AnalystDC/status/1270014746209800193
Zumindest hier als Versuchsballon von ARK in die Welt gesetzt.
Zitat von faultcode: .....und Robotaxi ist wieder da!!...
--> das war im uncoolen Jahre 2019.
Ab 2020 könnte ja Tesla ganz cool menschliche Fahrer laut ARK-Cathie einsetzen
https://twitter.com/WallStCynic/status/1270009556991717378
Es liegt der Verdacht in der Luft, daß Tesla in den USA einen Teil seiner unverkauften M3/MY's an so ein “human-driven” ride-hailing network abgeben könnte: https://twitter.com/AnalystDC/status/1270014746209800193
Zumindest hier als Versuchsballon von ARK in die Welt gesetzt.
Achtung Tesla-Longies: es gibt ein neues Spielzeug in der Stadt: NKLA -- Nikola Corp.
03.06.2020
Aus VectoIQ wird Nikola Corp.: Die Weichen sind gestellt – so geht es jetzt weiter
https://www.deraktionaer.de/artikel/aktien/aus-vectoiq-wird-…
--> der Gali hat zwar doll davor gewarnt: https://www.wallstreet-online.de/diskussion/1291475-2661-267…
..dennoch läuft hier eine Konkurrenz-Party
03.06.2020
Aus VectoIQ wird Nikola Corp.: Die Weichen sind gestellt – so geht es jetzt weiter
https://www.deraktionaer.de/artikel/aktien/aus-vectoiq-wird-…
--> der Gali hat zwar doll davor gewarnt: https://www.wallstreet-online.de/diskussion/1291475-2661-267…
..dennoch läuft hier eine Konkurrenz-Party
Antwort auf Beitrag Nr.: 63.933.945 von faultcode am 07.06.20 18:47:38• 15:35 -- Gali hat mittlerweile offenbar mitbekommen, daß die Massenproduktion von Batteriezellen für die Automobilindustrie doch nicht so einfach ist
• 22:40 -- eine Andeutung, daß es beim "Powertrain" (Gali in Ekstase: er meint den Drivetrain) so viel zu diskutieren gäbe und daß das daher fallengelassen wurde
Dieser Abschnitt ist mMn der beste aus den fast 37 Minuten:
• 22:50 -- Gali glaubt, daß Tesla erst in 2030 nicht mehr "battery constraint" wäre. Er mag diese Frage und hätte lange darüber nachgedacht.
Und weil eben Tesla so lange noch "battery constraint" sei, habe er, Gali, auch seine Meinung dahingehend geändert, daß Tesla in den nächsten Jahren ihre Batterie-Technologie, obwohl Volkswagen etc "desperate for it" wären, doch nicht auslizenzieren würde
• 22:40 -- eine Andeutung, daß es beim "Powertrain" (Gali in Ekstase: er meint den Drivetrain) so viel zu diskutieren gäbe und daß das daher fallengelassen wurde
Dieser Abschnitt ist mMn der beste aus den fast 37 Minuten:
• 22:50 -- Gali glaubt, daß Tesla erst in 2030 nicht mehr "battery constraint" wäre. Er mag diese Frage und hätte lange darüber nachgedacht.
Und weil eben Tesla so lange noch "battery constraint" sei, habe er, Gali, auch seine Meinung dahingehend geändert, daß Tesla in den nächsten Jahren ihre Batterie-Technologie, obwohl Volkswagen etc "desperate for it" wären, doch nicht auslizenzieren würde
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