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  1. S

    Short-Term TSLA Price Movements - 2016

    First of all thank you to the posters that have expressed some appreciation. Thank you very much. @Irishjugg You are one of my favourite contributors, one of those that in my opinion talks the most sense. What I see you admonishing me to do here is to lie about recorded facts make myself look...
  2. S

    Short-Term TSLA Price Movements - 2016

    I don't know how I can explain it better to someone determined not to understand. Yes I foresaw and explained the circumstances for the $100+ mid Feb to April up leg (call it a squeeze or whatever description best serves) from well before the entire January to mid February panic occurred...
  3. S

    Short-Term TSLA Price Movements - 2016

    I absolutely do not wish to rehash this any longer. @jesselivenomore and I disagreed because he was wrong to encourage people to sell on long term macro concerns which I argued correctly was a short term news cycle event from which Tesla could not defend itself in a quiet period before Q4 "15 ER...
  4. S

    Short-Term TSLA Price Movements - 2016

    Both. Yes the facts are on the record precisely as stated. Yes you are fundamentally mistaken to question recorded fact.
  5. S

    Short-Term TSLA Price Movements - 2016

    Just to help with root cause analysis can you provide some other examples of recorded fact you argue with?
  6. S

    Short-Term TSLA Price Movements - 2016

    I am saying that since actually quite some way before Q4 '15 ER even those seeking to feign confusion with malice a forethought have been left zero room for manoeuvre. From Q4 '15 ER onwards - forget about it. Jan 28 - bear attack inbound guard against realizing losses. What do you think -...
  7. S

    Short-Term TSLA Price Movements - 2016

    Great info. From the Dür link: "Capacity: 500,000 bodies per year The car body paint shop has two sealing, two primer and two top coat lines. It is designed to paint as many as 500,000 bodies per year. The plastic parts paint shop delivers the necessary amount of bumpers to meet body...
  8. S

    Short-Term TSLA Price Movements - 2016

    Tesla's patent records have been hinting at Model 3 development for years and years.
  9. S

    Short-Term TSLA Price Movements - 2016

    At present this looks like the best buying opportunity for the months ahead and it looks like the first $30 up from here is safe and most likely more. Hesitant to say more because at this juncture the outlook appears too good to be true. Why: All green lights. Present business, future...
  10. S

    Short-Term TSLA Price Movements - 2016

    With all due respect it was obvious it was going to happen over a year ago, even said so here in January. I suspect in all honesty it was obvious to Musk many years ago. All that has actually happened is that the projections JB Straubel was putting out in 2013 remain on target. The only really...
  11. S

    Short-Term TSLA Price Movements - 2016

    This is a good general background piece on the state of the art before Tesla got there from an author that is generally considerably more unfair and unbalanced concerning Tesla than this piece, which was essentially excellent and balanced - at least in the way it posed the question without...
  12. S

    Short-Term TSLA Price Movements - 2016

    $1.7 bn raised on a rising stock. Sounds about right. It is easy for stock market participants of all stripes to think cash is all that matters just as carpenters see wood disproportionately important. Either way, what this means for the share price is that the bear case for liquidity is...
  13. S

    Short-Term TSLA Price Movements - 2016

    Just as an interesting point of calibration. There appears to be the notion amongst traditional auto industry analysts and executives that a car with a higher sticker price is automatically a car in a higher price class - independent of the class of the actual vehicle in terms of size...
  14. S

    Short-Term TSLA Price Movements - 2016

    Kindly Note that shipping the GM Bolt sideways to the Lyft ride sharing fleet where I presume Lyft is obliged to buy them or more likely lease them with GM's investment dollars (so as to report sales without the Bolt having to face the humiliation of sticker price rejection by consumers) is not...
  15. S

    Short-Term TSLA Price Movements - 2016

    Outsourcing expertise, paying silly money for poaching key people like Chris Poritt from competitors that were most likely very happy working where they were and rushing to compress almost physically incompressible development timescales, buying secrecy and writing off expensive errors. Tesla...
  16. S

    Short-Term TSLA Price Movements - 2016

    Report: Apple interested in charging station tech for powering rumored electric vehicle So, question for the resident Technical gurus here... Based on Apple's interest in charging infrastructure. No matter how they decide to move forward, this is a good thing for Tesla, right? Specifically...
  17. S

    Short-Term TSLA Price Movements - 2016

    Just FYI. While improved aerodynamics of a facelift Model S are most likely responsible for improved Wh/Mille figures it is not senseless to look at the battery for efficiency improvements in the range of 6.5%. A battery is not a fuel tank. Instead it is a member of the electrical circuit that...
  18. S

    Short-Term TSLA Price Movements - 2016

    There are quite a few different concepts to juggle here and they don't necessarily fit together in obvious ways or in neat competition with one another: Electrification Ride Sharing Google Type (cumulative exception based vehicle autonomy) Tesla Type (cumulative familiarity based fleet...
  19. S

    Short-Term TSLA Price Movements - 2016

    Note also GM partnering in Lyft and similar initiatives by Ford and others. For large OEMs ride sharing is effectively a combination of going after margins in the taxi replacement market and preparing to beat a retreat from margin pressure in traditional vehicle sales into a quasi leasing model...
  20. S

    Short-Term TSLA Price Movements - 2016

    Suggest looking to the Model 3 Pt. 2 unveil for this to positively affect the stock price. Too early for the market to attach value to what this means in favor of more mundane things like short term business fundamentals and reassurances of Model 3 production capacity timeline remaining on...
  21. S

    Short-Term TSLA Price Movements - 2016

    Absolute Nonsense. You also have a right under forum rules not to be attacked without becoming a party to the offence.
  22. S

    Short-Term TSLA Price Movements - 2016

    Suspect the simple fact is that someone with the authority to delete an offensive poster entirely is on vacation. The temp on duty says he's been inundated with complaints regards the troll and his tag-team buddy or sock puppet and can't act. Kindly note that I / we are not a party to this...
  23. S

    Short-Term TSLA Price Movements - 2016

    Whole heartedly agree.
  24. S

    Short-Term TSLA Price Movements - 2016

    Maybe you like being libelled? I don't.
  25. S

    Short-Term TSLA Price Movements - 2016

    Naturally the allegations and insinuations put forth by @Perfectlogic are libellous. A fact can be readily and independently ascertained. We have informed TMC management of this and requested a permanent resolution to coming under attack by this individual and have also pointed out that...
  26. S

    Short-Term TSLA Price Movements - 2016

    Fear and Hate are close cousins. Traditional Auto industry is genuinely terrified. Forecasting no longer works. There is no way of drawing projections into the future when customers may simply shun the existing technology entirely and stand for years waiting for something different that most...
  27. S

    Short-Term TSLA Price Movements - 2016

    Working in homepage refresh. If there are some suggestions by all means let me know: [email protected]
  28. S

    Short-Term TSLA Price Movements - 2016

    EV-Volumes = Good Guys. Operated by actual researchers, professional auto industry forecaster and an EV industry expert that does a nice job of telling people what the stock is likely to do. Devonshire = one of the many Not Good Guys operated by a guy that goes under the alias: SURFHACKER that...
  29. S

    Short-Term TSLA Price Movements - 2016

    Correct. @tinm Co-founder of EV-Volumes spent 7 years at Saab as Mgr of Forecasting, Market & Competitor Analysis, according to his LinkedIn page. Correct Roland has 15 years in auto industry production forecasting. He heads up quantitative analysis and database work. I head up qualitative...
  30. S

    Short-Term TSLA Price Movements - 2016

    EV-Volumes is an EV and PHEV sector analysis and forecasting house tracking new technology vehicle research on the ground in 42 countries. I am a Senior Partner. We are not covering stocks per-se rather, the above is just proof that the data and analysis we have is useful for forecasting be that...
  31. S

    Short-Term TSLA Price Movements - 2016

    From May 19th to September 29th our call is strong and long. Through May 31 Stockholder's meet, Gigafactory Unveil and Q2 ER plus momentum thereafter, probably incorporating a Q3 bond-raiser at or close to a new ATH. Here is the previous call history by way of background: Annotations by...
  32. S

    Devonshire Research Short Tesla Motors Inc

    Devonshire research is AKA " SURFHACKER " Forget about it. Misdirection time waste. Nobody with money long or short cares about the opinion of a malevolent teenager that was busted in March on the way UP to $265 in April. Move along (TSLA stock already has).
  33. S

    Short-Term TSLA Price Movements - 2016

    Indeed. He has damaged his credibility (unless he downgrades). He upgraded. Worst case scenario: Nothing bad. Best case, $333 is moderate and achievable. Can help build cred for the next upgrade. He was essentially correct but, way, way too early for the market to call $465 for autonomous...
  34. S

    Short-Term TSLA Price Movements - 2016

    Never mind about Devonshire. Operated by a know black-hat hacker. ~Zero street cred. It's like 1% as credible as Citron.
  35. S

    Short-Term TSLA Price Movements - 2016

    Tedious article about Chinese walls. No they don't really mean anything because there is just nothing stopping an analyst forecasting (into the future) a post raise picture of a business his own firm is about to fund. Would be a bit dumb to miss pertinent and known data point like that and have...
  36. S

    Short-Term TSLA Price Movements - 2016

    Hence the term "probably completed by now". I don't know for certain that there are no finishing touches but it stands to reason it probably is. The budget for it was confirmed as a component of 2015 CapEx citing 500,000 unit capacity and advanced Model 3 readiness (in respect to the paint...
  37. S

    Short-Term TSLA Price Movements - 2016

    This was for the upgraded paint shop job in 2015 which is probably completed by now. I suspect the $55 per hour was a per headcount rate that contractors were free to allocate across various pay grades as they saw fit as well as take a management fee out of it. What this would mean for Tesla is...
  38. S

    Short-Term TSLA Price Movements - 2016

    Regards the $5 and the $55. Tesla paid a labor rate of $55 to the main contractor. Main contractor stated it paid that $55 across to a subcontractor for part of the work. Third in line subcontractor apparently paid $5 to the worker. Tesla says it will help the worker anyway.
  39. S

    Short-Term TSLA Price Movements - 2016

    Doubtful that UAW culture is an attractive prospect to the majority of Tesla workers. The energy, enthusiasm and pay is reportedly high. Easy for Tesla to point out for example that the average UAW member is paid less and is subjected to additional and outdated union rules and disciplinary...
  40. S

    Short-Term TSLA Price Movements - 2016

    My first business was age 10 hauling daphnia pulex from a pond and selling it to aquarium stores. By the time I was 12 years old I had built my first fully electric vehicle (my bicycle, converted with a car battery and a starter motor). By age 25 I was on to my second company that would go on to...
  41. S

    Short-Term TSLA Price Movements - 2016

    Got it. Had my ATH and N-ATHs mixed up :-)
  42. S

    Short-Term TSLA Price Movements - 2016

    Short-Term TSLA Price Movements - 2016
  43. S

    Short-Term TSLA Price Movements - 2016

    Woah what changed? ATH was September 29th last time I checked :)
  44. S

    Short-Term TSLA Price Movements - 2016

    Exploiting known errors amongst retail investors is actual malice.
  45. S

    Short-Term TSLA Price Movements - 2016

    It's Musk's Model 3 State Of The Union address and Tesla is not on the back foot when it comes to addressing it. This is not business as usual. Recommend not underestimating it.
  46. S

    Short-Term TSLA Price Movements - 2016

    Note: The above is a form of false-flag financial disinformation snark. (Obviously Net Earnings as a component of P:E do not function as stated). This Is of the more dangerously misleading forms of trolling.
  47. S

    Short-Term TSLA Price Movements - 2016

    Precisely. Playtime over. Game on. There appears to be a vaccuum to the upside from here to $250 and beyond.
  48. S

    Short-Term TSLA Price Movements - 2016

    I would agree with your straw man but straw man it is. There are exactly 3 and two half distinct TMC accounts that concern me (and very clearly many others besides me). Two of them are quite likely sock puppets of one individual. Nobody (especially me) is painting broad brush strokes.
  49. S

    Short-Term TSLA Price Movements - 2016

    Moderators, site owners. This and the post above it is your alternative choice of TMC content to the one suggested by my proposal here: Short-Term TSLA Price Movements - 2016 I'm going to drop this topic now. As for the direction of TMC, you have my recommendations and while I care about this...