Tesla might not hit its 2015 volume goal of 55k vehicles — because Murphy’s law dictates that some component supplier at some point will cause a hiccup and cost Tesla a few days of production, pushing some units into early 2016 instead of late 2015. This is indeed a solid reason to sell TSLA — if you’re the type who won’t buy green bananas because the wait is just too long.
Here’s some reality: When the Model X configurator goes online later this month, nobody will care about Tesla’s annual volume tally. Today’s conference call will carry no more relevance than a month-old installment of Family Feud.
This winter, TeslaMondo predicted you’d never again see TSLA under $200. Well, thanks to the overreaction we’re witnessing now, this summer will mark the last chance to buy it anywhere near $250. Anyone who presses the red Panic Sell button now is an eeeeediot!
Other bits of intrigue heard today:
- Tesla might someday launch an Uber-like spinoff business, or perhaps partner with Uber. How do we know? Musk declined comment on the subject, leaving the door ajar — probably on purpose. Coy, coy, coy!
- Tesla Energy hasn’t made much news since its debut, but it has quietly piled up reservations totaling $1B. Bah — antsy traders won’t recognize Tesla Energy until the cash starts hitting Tesla’s bank account.
- We should stop tossing around the word “driverless” when referring to autopilot. Airplanes aren’t “pilotless,” are they?
- That second-row Model X seat again received a special mention by Musk. Sheesh! How good can seats be? We’ll soon find out.
- Certified used Teslas raked in about $20M last quarter and put younger people under the Tesla spell.
- Five years ago, Tesla produced 800 cars per year. Now it can produce 800 in three days.