Global Equities Chowdhry Offers 'At Factory' Insight Into Tesla (TSLA); With Port Strike Over Business is Stabilizing
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Tesla (NASDAQ: TSLA) analyst Trip Chowdhry of Global Equities Research offered some interesting photos after routine checks at Tesla Factory in Fremont, CA.
His key messages are:
- Tesla is the Technology Benchmark for defining the Future of Transportation... .... Competition is completely clueless
- Because of the Port Strike, January and February production was slow...March Production has been extremely strong ... Hence 1Q'2015 business uncertain...
- ....International shipments light, Domestic Shipments strong
- With Port Strike over, 2Q'2015 business to show stabilization, with acceleration in 3Q'2015 and beyond
- Investors with mid-to-long term (>8 months) of Investing horizon should build position in TSLA at these levels ...
Photo 1 - The following photograph was taken on December 21st 2014. This is the Area for holding the completed Cars (Pls enable Show Images to See the Photographs)
Photograph - 2: The following photograph was taken Yesterday (March 26), of the same Area
Photograph - 3: The following photograph was taken Yesterday (March 26), of the same Area in Panoramic view:
- Comparing Photographs 1, with Photographs 2, and 3 - we see large number of supplier containers on the Tesla Factory property, which was not so before
- With the Port strike now over, the ships have reached the harbor, containers have been unloaded and shipped to the Tesla Factory
- Hence, the Supplier issues are going to get stabilized in 2Q'2015
Photograph - 4: The following is a completely new Area to hold the cars that have just been manufactured
- We saw about 70 Cars held in this Area; with potential capacity of about 300 Cars
- Majority of cars were P85D...which indicates that demand for P85D is strong
Photograph - 5: Delivery Truck
- Majority of Cars on the Delivery Truck were P85D
- Majority of Shipments are Domestic vs. International...the reason being Port Strike
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