Recent content by erha

Here's the email Elon Musk sent Tesla employees with 10 days left in Q3 Seems like we are all expecting about 140k deliveries, but this email makes it sound like it is more like 115k. In addition, Tesla might have to set aside more money for CEO options package because of the valuation of the...

Today's action makes this seem fairly likely (currently trading at 414)

I think there is a possibility the apperent drop in cases might be because of slower reporting and testing during the weekend

triple = rise by 200%

On this post yesterday I got: 9 funnies 5 informative 4 dislikes 2 likes Today opened about 30 USD down from when this was posted. I'm not saying that TSLA is necessarily going down from here. I've had pretty much all my money in Tesla since 2012, and I'm still super bull. But I do find it...

I sold about 12% of my TSLA stock today. No longer using margin and I’m trying to put some free cash aside in case of lower prices. I haven’t read much in this thread lately, but I would guess the sentiment is pretty positive here. I think it is a good time to sell some stocks. We’re almost at...

How was forex a positive during Q3? Doesn’t make sense for me. The dollar is getting stronger, right? So, when Tesla sell cars in foreign currencies they are getting less usd per car. I’d assume they gain some if they have to pay suppliers in foreign currency, but I can’t see how forex became...

What’s the take on the coming quarters? I was forced to sell quite a bit a few months ago, but I’m soon in a position where I can start buying again. Is Q4 and Q1 going to be ruff? That might give some nice buying opportunities.

I hope to hear that JB is still 100% on board: Say

I've been on the edge of margin call since we went south of 300. I just had sold half of my shares. Lesson learned: Don't use margin

@EVNow I would expect Model Y to cannibalise Model X in the same way as what we are seeing for Model 3/Model S now.

Ships with model 3s are just about arriving in Europe. In Norway there has been a steady delivery of between 30 and 60 cars every weekday. I don't think anybody knows where those cars are coming from. Either inventory from last quarter, which would be a lot of inventory, or they might receive a...

Very impressed by the stock price holding up so well. This is what all the shorts were waiting for. They might get frustrated now. Now it’s just for Tesla to keep improving production and keep delivering on full self driving. Then demand will pick up. (Yes, I think they are downplaying the...

That would make perfect sense if deliveries dropped to near-zero levels, but they keep delivering every single day. I think that means that they have to wait for orders before they can deliver cars. As for ships arriving in Europe, I think this is the most up-to-date information: Tesla Carriers

I hope I'm wrong, but I think Tesla cleared all backlogs during Q1 and is now living off steady-state demand. I think it is increasing, but currently on the lower side of what we want. In Norway the delivery time for cars has reduced dramatically and it seems that if you are willing to take a...