Recent content by Derek Vinyard

Bernstein worries that Tesla's Model Y may cannibalize some Model 3 sales

NEW STREET CUTS TESLA TO NEUTRAL: New Street analyst Pierre Ferragu downgraded Tesla (TSLA) to Neutral from Buy with an unchanged one-year price target of $800. The analyst said that over the next year, there is not likely going to be anything making him more confident in the stock, as all the...

Citron is back...they say algos are driving the SP...and the best: Elon would go short if he'd be a fund manager Citron Research on Twitter

an anthym for the shorts !

TESLA (TSLA) STOCK NAS 821.02 USD (5.26%) Pre-market 06:44:22 AM EST MI Indication 780.00 USD 129.43 (19.89%) Official Close 2/3/2020 NAS

for those who missed the historical price movement yesterday...here´s a snapshot of what - et alia - accelerated the stock

agree. The article says that this agreement suggests a two year period for Tesla to obtain batteries from them although, obviously, there is no cap on the quantity Tesla may order. And the agreement is, compared to Panasonic´s "at a smaller scale" - same goes for LG Chem.

WE DISCUSSED THIS ALREADY? China's CATL signs battery supply agreement with Tesla China's CATL signs battery supply agreement with Tesla

Ha! I've been following Andrea since 2013-14 and especially CNBC (could be BBG as well) was literally laughing at her every time when she was giving her analysis and particularly price recommendations...especially, for those who don't know it - she was the very first analyst covering Tesla Inc...

damn, this lady speaks the real language! where are all the others???

here's the BBG article - full version

GF4 (Germany) - project could be delayed by 9 months there is always some food for the shorties somewhere outside, indeed...

was listening to the call last night until 1.30am (CET) - with one eye opened and about to sleep...can not remember who of the analysts asked about fund raising but it was obvious it was a short biased question. Something like: Hi Elon, don't you think the timing for cash raising is given due...

Pierre Ferragu on Bloomberg

watching Bloomberg ... they are talking about Facebook ... oh, wait, Breaking News: Tesla sees deliveries in 2020 above 500k ... EPS $2.14