Close

Global Equities Chowdhry Offers 'At Factory' Insight Into Tesla (TSLA); With Port Strike Over Business is Stabilizing

March 27, 2015 10:58 AM EDT
Get Alerts TSLA Hot Sheet
Price: $173.80 +6.25%

Rating Summary:
    24 Buy, 26 Hold, 13 Sell

Rating Trend: = Flat

Today's Overall Ratings:
    Up: 8 | Down: 4 | New: 35
Join SI Premium – FREE

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


Serious News for Serious Traders! Try StreetInsider.com Premium Free!

You May Also Be Interested In





Related Categories

Analyst Comments

Related Entities

Tesla, Trip Chowdhry