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Annual sales for that group of vehicles was aprox 225,00 units in 2016. So to estimate the market potential what percentage of those buyers do you think will choose a BEV in general and a model 3 in particular? keep in mind that's a pretty loyal customer base

This needs to the gifted comedian forum >>>> thanks

After all the interior discussion this doesn't seem too bad. Some pretty cool features also. Granted not nearly as attractive on the outside.

So I know not every indicator is on at the same time but, 15" screen for speedometer, audio system, turn signals, lights, nav, battery condition, door ajar, trunk ajar, passenger side camera, backup camera, (these last two on our 2014 accord assume M3 will at least have that) and what's it look...

Well my minds been changed. I assumed TSLA would be up if the merger was voted down. But after hearing the response, or the stupefied non response?, regarding a plan B I'm not so sure. Certainly made it sound like TE doesn't have much value without the synergy coupled with SCTY.

See any parallel? Over the summer everyone marveled at the stock price holding up in the face of a lot of bad news, GS analyst bumps the price target ahead of capital raise, all the while GS is dumping their shares. Is it just possible we've seen this movie before?

That's what is great about this site. So many smart investors letting the great unwashed know how to make gains beyond what the cynics can imagine. I didn't even know a "300 bagger" was a thing, especially on a "short term" thread. Oh, and the humility is breathtaking. Here's short term...

No, I see the TSLA price up 10 to 15%.... if the merger vote is a no. Unfortunately SCTY goes under $5. Otherwise slow grind lower as big holders, who were against the merger , try to exit in an orderly fashion and shorts cover with reasonable profits. As to sideways fatigue, it seems many...

Actually it makes perfect sense if you have bad mouthed and ignored warnings from your current supplier of the current systems.

I would be cautious with this assumption. EM said 3Q was last chance to show a profit before raising capital. It may be that even this number of vehicles shipped didn't result in GAAP profitability. Therefore not a good time to try to raise $$$, hence his tweet.

Didn't know this. Might want to watch SCTY tomorrow just in case.

Or that the MERGER ain't happening in Q4, if at all.

What am I missing? The person with BES, who is in the field, thinks TE is just "buying" projects, ie not selling at profit. Where does the 40-50% gross margin data come from? TIA

You may be an engineer but you have correctly come to understand what many others haven't.

Contrary to EM stating they, TSLA, have solved a major problem when he announced TE this is not virgin territory. 43 Battery Storage Companies To Watch

Wow! something we can all agree on. "The new GS price target is BS." So they can fill a spreadsheet with nonsense numbers 9 years out, but have a price target for just 6 months out that varies by 25% in just 5 months. What's the margin of error on that call? Lucky they sold half their...

So my point, "stupid"as it may be, (no insult taken) is to simply point out what actual numbers look like, as opposed to percentages. I think the S is the most important product for the next 12 months, so probably worth highlighting. As to the X ???

Is that a chart of explosive growth? This time last year there were over 30,000 MX reservations. Something like 16,000 sold and not much evidence of a big backlog so not sure where evidence "demand is rising" is.

The tell will be when the capital raise is announced. If it is prior to the financial FWIW- This is not really the place to discuss or learn anything based on financial metrics. It is not even understood that capex doesn't directly impact net income, Gross margin is believed to be all...

That crazy Satish went through all that trouble faking his delivery, and enthusiasm so he could fool everyone about his suspension failing. LOL! Sincere apology from electricity to follow in 3...2...1....

Geez, risk free? The value of their holding dropped 15% but they collected what 1.5% for the month. Sure the price can rise, but I only post the counterpoint here because some can be misled that basing investing decisions on short squeeze is a sound strategy. A short squeeze is a nice...

Really? you guys with the "squeeze" focus of investing. "Well there you have your squeeze. Almost a two dollar increase in the last 45 minutes." Since end of July shares held short is basically unchanged through 8/31,(most current data) shares are hard to borrow and yet the SP is down 16%...

Not exactly to your question but shares held short 6/30 were 31 mil and as of 8/15 were 26.4 mil. So during period when actual shares short dropped 4.6 million it became more difficult to borrow. can we then infer that big investors recalling shares, that is reducing supply, made shares more...

So where are we now buying or selling? Are there other stocks you trade this way?

So how does a retail trader use that information?

So as someone who is short, (sold calls and long puts) here is a thought on the focus on "short sellers" and price manipulation. It is possible to be a fundamental investor and see a stock as overvalued the same as seeing a stock fundamentally undervalued. In the latter case you buy and in...

I am sure there are readers of the is thread with engineering backgrounds whom I would pose the following thought experiment. EM asks you to test AP in a circumstance where a white tractor trailer is crossing an undivided highway. The driver is wantonly disregarding the warnings to keep hands...

could you please explain why this is so? thanks in advance

Hope it's okay to admitting I have no clue on that.

This I too be believe. I try to avoid silo thinking and that's why I read sites that span the spectrum bullish to bearish. I also watch Fox news even though it's about 180 degrees from my general viewpoints. Regarding your question: " How much of a concern is it that the stock price has been...

Admittedly you guys that bought at the IPO did great but plenty of opportunities to profit short over the last 18 months, so it's a good stock for everyone :)

OK, choose it if you like. No, you'd have negative gross margins so that would be silly! Tesla has gross margins > 20% I know you understand that gross margin is what's left after just physically building the car prior to deducting all the other costs of running that business which last year...

With all due respect price to sales is not an appropriate metric for the manufacturer of automobiles. I could sell a ton of dollars for 90 cents, would you invest in my venture?Ultimately it is the amount of earnings per share that will determine the value of the shares you own, not sales and...

You all seem bored so I thought I’d chime in and subject myself to some ridicule as a long term bear. As I have said in the past the extraordinary short positions give TSLA a safety net. Down will be a gradual then sharp, I think, so stop bashing the shorts they are helping you immensely the...

The risk is deal doesn't happen, (which is the most likely scenario) and who knows where the floor for SCTY will be.

Anyone have good explanation for the increases in Accts Receivable($150mil) and customer deposits($100 mil) in the 10Q, I believe on the earnings call Model 3 reservations were accts rec since there had to be credit card processing before TM had the cash so that number seems to jibe, But the...

Oh no! classy response... now I can't dislike you ;)

Hey it was back in October. but at you least you are civil and not condescending, could you remind the Professor that at least our back and forth was trading related, unlike what you can read upthread. I'm done until next time you call me out. peace brother

It was kind of fun to go back and read that thread. So apparently full disclosure of every move is required to read or post here I read all kinds of information from varying sources to test my thinking. No insult to anyone on this site but unless there is a large hedge fund or mutual fund...

Sorry but couldn't resist pointing out the Short Term Price movement 3 to 4 months after my post in October you reference. Thanks

Seriously do you think someone would post anything on a site like this thinking they could influence the stock price? I've given up on the X with no long list of reasons or attempts to influence anyone else. I do however see some reckless optimism here that should be tempered or a lot of...

What the hell? Does that mean that all backlogged folks with reservations will have cars by mid July?

OK, so with due respect I'm assuming you and others here are savvy investors, I was only trying to answer a question for someone who seemed to genuinely want to know the impacts of share dilution and might get a painful surprise. My response is simply math with no pretense to know how the...

Not sure if this has been answered already but stock price is ultimately a function of earnings per share, see Warren Buffet, so to use the above numbers and a hypothetical eps of $1 to keep things simple, $1 divided by 6.7 million shares times a multiple of say for sake of argument 40 equals...

Agreed, this is just puzzling. During the conference call when EM went on repeating July '17 was the key date, but it would be impossible to meet, but it was the date everyone would be held accountable to meet I understood why the two top manufacturing/production guys are leaving. There is no...

Hope the X hasn't been discontinued :(

OK, I'll bite, I know you prefer your views not go blindly unchallenged. We know for certain there are some people who switched X reservations for S since the reveal and then even more recently given X delays and issues, how many? only TM knows. Probably helped boost S numbers, so kind of a...

I know the topic is not funny but several of you are dealing with it in very good humor :)

I know many have gotten nearly perfect cars but those in your situation, where you know there a many imperfections being dealt with post production, I really feel for. I'm not a lawyer but cars are not "real property" and I'm not sure that a car with a particular vin and Tesla approved options...