andrews_answer (andrews_answer) wrote,


Зафиксирую волшебство без комментариев.

[немного букв]
GA4, our new General Assembly line for Model 3, was responsible for roughly 20% of Model 3s produced last week, with quality from that line being as good as our regular GA3 line. We expect that GA3 alone can reach a production rate of 5,000 Model 3s per week soon, but GA4 helped to get us there faster and will also help to exceed that rate.

Видимо, тот навес за оградкой и есть GA4. Ладно, молчу, втыкаем дальше:
Tesla expects to increase production to 6,000 Model 3s per week by late next month. We also reaffirm our guidance for positive GAAP net income and cash flow in Q3 and Q4, despite negative pressures from a weaker USD and likely higher tariffs for vehicles imported into China as well as components procured from China.

Q2 deliveries totaled 40,740 vehicles, of which 18,440 were Model 3, 10,930 were Model S, and 11,370 were Model X. Model S and X deliveries are in line with our guidance provided on May 3. As we previously noted, we are in the process of changing the quarterly production pattern of those vehicles for the various worldwide regions to ensure a more linear flow of deliveries through the quarter. Both orders and deliveries for Model S and X were higher in Q2 than a year ago. Our overall target for 100,000 Model S and Model X deliveries in 2018 is unchanged.

А вот это вообще чудо как хорошо:
11,166 Model 3 vehicles and 3,892 Model S and X vehicles were in transit to customers at the end of Q2, and will be delivered in early Q3. The high number of customer vehicles in transit for Model 3 was primarily due to a significant increase in production towards the end of the quarter.

И в конце контрольный выстрел в голову:
Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5%. Tesla vehicle deliveries represent only one measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.

Такие доклады натурально можно продавать правительственным спичрайтерам задорого. Вы, мол, пенсионеры будущие, напрасно волнуетесь, просто ваш метод расчета пенсионного возраста should be viewed as slightly conservative! А если еще приправить хайли-лайкли - убойная конструкция, можно часами на вопросы отвечать и не краснеть. Обязательно запишите в молескин, не пожалеете!

Теперь хочу вернуться к самому началу. Мы обогатились новым знанием. Сможет ли теперь кто-то нырнуть в эти бездны фундаментального анализа и хоть как-то пояснить график в самом начале?
Tags: норкоманы, оборжаться, пни упавшего

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