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  1. G

    Short-Term TSLA Price Movements - 2014

    Would you deny that most American businesses would sell all 3 apples to Americans in order to keep costs of delivery, etc. down?
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    Short-Term TSLA Price Movements - 2014

    WSJ article today Look at the second paragraph below. And it's written by the same WSJ guy I caught misquoting FEMA stats about car fires back in July. By Mike Ramsey Oct. 27...
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    Social Chat - Short Term TSLA Movements

    WSJ writer admits error but hasn't corrected it! So I emailed the WSJ writer and informed him of his error. He replied 2 days ago and said he made a mistake and would correct it! It's been 2 days and the article is still Uncorrected. Not surprising. Below is a copy of our emails with edit to...
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    Social Chat - Short Term TSLA Movements

    WSJ mistake or Distortion? Did anyone notice the material error (or was it a planned distortion from a sister company of Fox News?) in the WSJ? The writer cut the number of car F$&@s per year in U.S. by a whopping 66%! Per WSJ article July 7th : "Car fi^#s are relatively common in the U.S. A...
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    Stolen Model S crashes after police pursuit. 7/4/14

    JRP3 The video looks that way to me also. However since the Tesla was cut in half wouldn't you expect some battery cells to come spilling out all around? Or is the battery pack constructed in a manner that would prevent that?
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    Stolen Model S crashes after police pursuit. 7/4/14

    ​ AmpedRealtor I have 40,000 plus miles on my Model S and believe it to be extremely safe. Possibly the safest sedan on the road. However when a car splits in half that doesn't usually support the view of a car being incredibly safe. Does it? And don't forget all the questions that will...
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    Stolen Model S crashes after police pursuit. 7/4/14

    Buying Op? How can you be so sure of that. I think the video showing Tesla battery cells exploding like fireworks in the short term can have an affect. The media is gonna have fun with this occurring on 4th of July!
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    Short-Term TSLA Price Movements - 2014

    I just checked my gmail inbox again. No email from Teslamotorsclub on 6/14
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    Short-Term TSLA Price Movements - 2014

    Barron's Does anyone have a comment about the short article in Barron's today? title: Tesla Motors: Big Month Needed to Meet Targets By Ben Levisohn Here is the last sentence: If China contributes a modest ~1,000 units for the quarter, it implies that North America and Europe combined need...
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    Which Chinese Auto Maker...?

    sources are saying it is Foxconn
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    Tesla Gigafactory Investor Thread

    WSJ - Are Tesla's Plans for a Giant Battery Factory Realistic? Can some of our battery experts comment on this harsh assessment that appeared in Wall Street Journal a few days ago? Below are a few quotes from the article by a research Professor from Northeastern Univ. May 18, 2014 4:46 PM WSJ...
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    Website wait times for delivery change

    "100% demand related. Not related to planned production issues at all." Hi Dave here is the full text (names removed) of my emails to and from Tesla Investor Relations. Only thing I noticed what might be worth getting clarified is the use of the qualifying phrase "planned production issues"...
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    Website wait times for delivery change

    Investor Relations reply! The question I sent to Tesla Investor Relations: "Can you tell me, as a holder of many shares of TSLA, why the estimated delivery dates reported on the Tesla website move back considerably to September? Is it increased demand? China orders? Or?" I.R. Reply...
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    Short-Term TSLA Price Movements - 2014

    I know from personal experience that Tesla Motors, a company with exceptional customer service, is better managed than this: "hmm, I guess we should change the drop down thing" Especially since the estimate changed by not just one month but two. It could have been a mistake or it could...
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    Short-Term TSLA Price Movements - 2014

    Wait time doubles to 4 Months! :smile: 4 Months! Even a (soon to be former) US demand bear like me finds this news to be exciting! I have money on the sidelines ready to go all in next week.
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    China Market situation and outlook

    Perhaps I should have Suspension checked. However the people at my Tesla service center seem to think this is not unusual for 21 inch wheels combined with softer tires. Recently sources told me Tesla is creating an alternative to towing Model S's who have flat tires. Instead the tow truck will...
  17. G

    Long-Term Fundamentals of Tesla Motors (TSLA)

    Prediction. One of the buzzwords that we'll be hearing all too often in the future related to Tesla will be Pent Up Demand
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    China Market situation and outlook

    Tires Hi Bbarret I'm pretty sure the quote was 15k -25k: "Finally, Tesla has very expensive tires that last 15,000 – 25,000 miles at most....." I have a Model S that is approaching 37k miles and since I have the 21 inch wheels the tires do wear out fast. The instant torque and regenerative...
  19. G

    Social Chat - Short Term TSLA Movements

    Thanks for your calm reply Curt Of the American people who would be inclined to purchase a $100k All Electric Vehicle what percentage do you think are unaware of Tesla? I'm confused about how large the market would be for a $100k All EV in China. Everybody talks about all the wealthy people in...
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    Social Chat - Short Term TSLA Movements

    I'm not good at preparing or expressing forecasts. However this is where my less upbeat point of view comes from. I got my Model S Dec 2012 and quickly became an obsessed Tesla fan. Started buying the stock when it was in the mid 30's, started buying LEAPS around Oct/Nov 2013. While the stock...
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    Social Chat - Short Term TSLA Movements

    I am not analytical enough to think my estimates of 2nd, 3rd and 4th Sales are of much value. However as I've said before I am concerned there may not be as many people in the world with the means and desire to buy a $100,000 Tesla as will be needed to keep the stock price up until GenIII is...
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    Social Chat - Short Term TSLA Movements

    Evidently the logistics weren't so easy. Otherwise they wouldn't have needed to rush employees from other parts of the world to Norway in last few days of the quarter in a desparate attempt to barely meet projected delivery numbers. from what I understand Norway's incentives to buy electric...
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    Social Chat - Short Term TSLA Movements

    Everybody knows Tesla is production constrained. Is there absolutely no concern that the "Hail Mary Delivery" of cars to Norway was so last minute? was this just a one time mistake by management?
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    Social Chat - Short Term TSLA Movements

    I see......so is there any evidence of significant sales improvement in EU sales since the Norway record deliveries in March?
  25. G

    Long-Term Fundamentals of Tesla Motors (TSLA)

    I hope you're correct. I wonder how often his reviews require him to physically see and touch the progress, enhancements, changes? That's hard to do when you're at SpaceX...... assuming the engineers are 400 miles away in Bay Area. Or do they work on the Model X at the Tesla office next to...
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    Short-Term TSLA Price Movements - 2014

    That is the plan. Part of what makes my bets conservative is the fact that the GenIII could be delayed more than the Model X. What if the GenIII isn't ready until 2020? Will the other two $100k cars be in strong enough demand to sustain the strong growth the stock price expects?
  27. G

    Long-Term Fundamentals of Tesla Motors (TSLA)

    Have you ever finished a portion of a project that cannot move forward until management reviews and gives approval? Since I've heard Elon is very particular about his cars being perfect I wonder if design and engineering are often waiting for his approval or input before moving onto next phase.
  28. G

    Long-Term Fundamentals of Tesla Motors (TSLA)

    Elon responsibilities at SpaceX, SolarCity = Model X delay?? :confused:I wonder if I will be vilified for saying this here? Please object if I'm way off base.... Have you ever wondered if the release of Model X would have already occurred if Elon wasn't spread so thin? I've heard he spends the...
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    Social Chat - Short Term TSLA Movements

    a hi Fango your name seems very appropriate. Isn't the fact that Tesla had to make what appeared to be a last minute "Hail Mary Pass" attempt to get over 10-15% of the 1st qtr sales delivered to a far off small country in order to avoid a disastrous miss on Sales a good enough reason for...
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    Short-Term TSLA Price Movements - 2014

    Find the Truth Hi SteveG3 Thank you for calling Tesla Investor Relations. I too, read what Paulo said, but unfortunately I was influenced by it. What you did was what all threads, not just Tesla threads, can benefit from, a concerted effort to get to the truth!
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    Short-Term TSLA Price Movements - 2014

    :crying: I hope you are not accusing me of slinging FUD This forum has so many cheerleaders (a guy was telling us Tesla's production's at 1200 cars a week any day now and everybody here is slapping his back!) that we need some less biased ones to provide balance.
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    Short-Term TSLA Price Movements - 2014

    Hi Techmaven it has been my personal experience in visiting three of the Tesla Sales Showrooms in the SF Bay Area many times in recent months that the employees have experienced a slow down in sales and don't expect their sales to pick up much until the Model X is ready. To me that is an...
  33. G

    Short-Term TSLA Price Movements - 2014

    Thanks CKessel. i hadn't thought of that. I hope you are correct.
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    Short-Term TSLA Price Movements - 2014

    U Fango dont you care to know specifically what they meant by this statement? "North American net orders grew sequentially by more than 10% in the quarter." if it includes the Model X would you want to know? Or....?
  35. G

    Short-Term TSLA Price Movements - 2014

    North America Demand?? I realize you're talking about China but have to throw out this other comment on demand. I'm still not convinced demand is a non-issue in North America. i know everybody loves this line from the Shareholder Letter. "North American net orders grew sequentially by more...
  36. G

    Social Chat - Short Term TSLA Movements

    Since many hundreds (or was it over 1,000) of last minute deliveries to Norway at quarter end proved to in fact be what saved Tesla from a disastrous quarter, do you feel different about your comment above?
  37. G

    Short-Term TSLA Price Movements - 2014

    I certainly never said demand can't be tremendous in the future. I mainly have been asking pointed questions about North American demand. This is a forum. Was hoping for inciteful answers that would convince me demand in North America has not shown signs of plateauing.
  38. G

    Short-Term TSLA Price Movements - 2014

    So if pent up demand played such a huge role in US sales does Tesla have to worry about the same happening throughout Europe and China? Will the GenIII be ready in time to make up for possible plateauing of demand worldwide? - - - Updated - - - Did you answer this question: Originally...
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    Short-Term TSLA Price Movements - 2014

    Why didn't the waiting list go up significantly?
  40. G

    Short-Term TSLA Price Movements - 2014

    How can you say No Evidence of Plateauing? If a company doubles the number of Sales Showrooms in North America from a year ago and the Sales go down due to Production Constraints shouldn't the purchase customers waiting list be expected to increase significantly from the year (1st qtr 2013)...
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    Short-Term TSLA Price Movements - 2014

    How bout some Perspective How is the above quote more beneficial to our audience than a quote saying someone is Way too Bullish and therefore a T$LA Cheerleader?
  42. G

    Short-Term TSLA Price Movements - 2014

    Hi Vgrinshpun Your quote: "Come on, Model S sales in US WILL NOT go exponentially higher in future" Who said anything about Sales? Certainly not me. I was talking about Demand not Sales This is what I said: "Early last year I would have thought demand in the US would be going up...
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    Short-Term TSLA Price Movements - 2014

    I am referring to U.S. demand only. Sales, NOT Production, to U.S. customers reduces waiting time.
  44. G

    Short-Term TSLA Price Movements - 2014

    Papafox my sentiments are much like yours. However my point was that we should Not be surprised that the stock price has dropped 65 points since it's high. Tesla is a volatile stock based on high expectations for its future. If investors sense any kind of drop or flatness in demand the stock is...
  45. G

    Short-Term TSLA Price Movements - 2014

    How bout this? As much as we hate it when the shorts says Tesla has a demand problem in the US, as far as I can tell the demand is Not increasing much (or any) at all. Early last year I would have thought demand in the US would be going up exponentially this year. ITS NOT! i know, I know, we are...
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    Short-Term TSLA Price Movements - 2014

    Schwab is reporting a cryptic headline only that Model X is being delayed by a quarter. Source says StreetInsider. ------edit. May be delayed by a quarter
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    Short-Term TSLA Price Movements - 2014

    Hi Curt you must have some contacts at Goldman Sachs....I hope. if you do, can find out if this quote is accurate? "The Models S build out is progressing well at a production rate of about 700 cars per week, " that number (700/wk) seems too close to someone just taking the Guidance number of...
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    2014 1 QTR predictions/results

    Have you seen this from a short trader of TSLA on CNBC? CNBC.com 04/10/14 12:16 PM ET John Fichthorn, Dialectic Capital co-founder and portfolio manager, explains why investors are beginning to see "the whites of Tesla's eyes." At the end he says they've made "calls" in China and he DOESN'T...
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    2014 1 QTR predictions/results

    Thanks Dave Assuming that this sample of data is an accurate depiction of the rest of US deliveries last summer it makes one more confident that demand in US is fine!
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    2014 1 QTR predictions/results

    Hi Mario i own a Model S, have made a lot off the stock and I always thought demand in US would keep increasing due to the incredible quality and innovation the car possesses. Am well aware Tesla has never paid for advertisements but the US dropping delivery numbers combined with NO Increase in...