2017 Investor Roundtable:General Discussion

[Spidy]

Anyone seen a 2xxXXX Model S VIN, yet? Seems like some should be definitely be assigned by now but have not seen any new VINs for a week now.

 

[elasalle]

Forget what Wall Street says — Tesla shares are going way higher, two experts predict

 

[FredTMC]

What if you are asked to sign NDA?

NDAs required on Factory tours and no photos.
I fully expect this. I'm ok with it

 

[ev-enthusiast]

NDAs required on Factory tours and no photos.
I fully expect this. I'm ok with it

IIRC Model 3 final reveal and first deliveries were planned to take place at the same event.
Is this still valid?

 

[erthquake]

Anyone seen a 2xxXXX Model S VIN, yet? Seems like some should be definitely be assigned by now but have not seen any new VINs for a week now.

Shutdown for a Model S/X update?

 

[Garlan Garner]

I'm an investor for the long haul, however its not looking good right now. Oh well.

 

[erthquake]

IIRC Model 3 final reveal and first deliveries were planned to take place at the same event.
Is this still valid?

The first deliveries and final reveal have always been planned for July.

 

[techmaven]

IIRC Model 3 final reveal and first deliveries were planned to take place at the same event.
Is this still valid?

I don't believe that was ever the plan. This is in June... I suspect we'll see the factory going through final prep for production.

 

[EnzoXYZ]

I'm an investor for the long haul, however its not looking good right now. Oh well.

What makes you say that? It's at 315 still looks very rosie after some tough words from AJ.

 

[winfield100]

I'm an investor for the long haul, however its not looking good right now. Oh well.

Pretend you have 10x the number of shares, @10% the price
Would you freak out if price varied between $29.5 and $32.2?
Retain your equanimity. Keep calm and invest.
Change things to % to keep calm.

 

[ev-enthusiast]

The first deliveries and final reveal have always been planned for July.

Thanks. Got confused with final reveal and first deliveries in July. In June there are the vip tours for the referral program winners.
Nevertheless would be awesome if people could share their experience during the vip tour in case they are allowed to!

 

[T3slaTulips]

I'm an investor for the long haul, however its not looking good right now. Oh well.

Did you buy your whole position on Friday afternoon?

 

[DaveT]

Good to know that you'll cover the reveal event.

Do you think they will show a production vehicle?

BTW thanks a lot for your great work!

Just fyi, it's not a "reveal" event. It's just a factory tour (albeit a "VIP" one that's slightly longer) for referral program winners. And they'll be showing a Model 3... but we don't know if it'll be a prototype or release candidate. I don't expect anything new or exciting from the event. They already have shown the Model 3 in previous events - M3 reveal, GF tour, Employee party, and Solar roof event.

 

[brian45011]

Slow your roll. I was referring to Tesla providing liability insurance as an insurer, which they have openly discussed. They did this in reference to their cars being safer and not see discounts from the current insurers.

Your statement was that Tesla doesn't use product liability insurance, they self insure. I said things might change with autonomous cars because they may have new responsibilities as the operator in relation to autonomous software. They damn well would be smart to get insurance unless they are ultra confident the autonomous cars won't be causing injuries or deaths. If they are confident they can do what they do today and self insure and deal with lawsuits as they come up. There will also be regulatory issues that may require autonomous car companies to own responsibility and maintain insurance.

 

[techmaven]

Just fyi, it's not a "reveal" event. It's just a factory tour (albeit a "VIP" one that's slightly longer) for referral program winners. And they'll be showing a Model 3... but we don't know if it'll be a prototype or release candidate. I don't expect anything new or exciting from the event. They already have shown the Model 3 in previous events - M3 reveal, GF tour, Employee party, and Solar roof event.

Even so, a good look at the state of the factory would be very interesting. And if it is close enough to show us, it might be close enough to show the press. The market right now wants to know if the Model 3 is on track. Any news that puts it more on track than not would be good. Now, in July, as they actually try to make cars, then there could be some added volatility.

 

[Starno]

I'm an investor for the long haul, however its not looking good right now. Oh well.

Just be patient for 8-11 weeks, then you'll be really satisfied.

 

[Starno]

Damn Euro is destroying my gains lol ..

Oh well, at least it increases my purchasing power, and I'll be able to buy more shares.

 

[AlMc]

I'm an investor for the long haul, however its not looking good right now. Oh well.

If you think this is 'not looking good' you are lucky you were not around to see the dips from 280ish to 140 and again from 280 to 180 ov er the last 2-3 years.

 

[myusername]

The first deliveries and final reveal have always been planned for July.

not according to Elon Musk:

"Will we actually be able to achieve volume production on July 1 next year? Of course not,"

Tesla wants to make up to 200,000 Model 3s in the second half of 2017

do you have evidence otherwise?


Tesla sets July 1, 2017 production date for Model 3, but there's a catch

 

[dw4ngg]

Damn I've been reading some real fickle shareholder posts. Esp the one with abt $9m exposure. Grow some balls