2017 Investor Roundtable: TSLA Market Action

[EinSV]

Video evidence that the car Tesla can't build it also can't sell.
New Tesla factory drone flyover shows growing Model 3 inventory

In an unexpected and indeed shocking development, it appears Tesla actually plans to deliver those unbuildable and unsellable cars!

Many customers today are reporting VINs issued and deliveries scheduled before year end -- as little as 10 days to two weeks from being invited to configure. Couple examples in this reddit thread - Just received my Model 3 VIN with delivery for next week! • r/teslamotors - some in this TMC thread - VIN Assignment - and others strewn about social media.

 

[Words of HABIT]

My gut feeling tells me that TSLA will finish the day in green..maybe 331.11 or something

Richgoogol, tell your gut it's 24hrs late, but other than that, it's spot on!
Best,
Daniel

 

[Curt Renz]

Everyone is waiting for a breakout. Volume will spike if we break through.

That may be the case. Most analysts of TSLA shares have been quiet lately, which could be keeping institutional trading desks away from TSLA. The analysts may be awaiting the fourth quarter deliveries report in very early January. Few of them would be willing to risk making valuation guesses before then.

 

[BornToFly]

In an unexpected and indeed shocking development, it appears Tesla actually plans to deliver those unbuildable and unsellable cars!

Many customers today are reporting VINs issued and deliveries scheduled before year end -- as little as 10 days to two weeks from being invited to configure. Couple examples in this reddit thread - Just received my Model 3 VIN with delivery for next week! • r/teslamotors - some in this TMC thread - VIN Assignment - and others strewn about social media.

I'm starting to think that 2-3,000 Model 3 deliveries this quarter are possible, with a run rate of over 1,000 week as we start the new year. This is getting exciting!

 

[avoigt]

Some people may call this "not fair!"

Picked up a model 3 today, picking another one up tomorrow. AMA • r/teslamotors

" I was contacted 2 days ago, was told that I had to get funds ready to buy the car."

 

[avoigt]

First deliver of model 3 to non employee:

 

[Tslynk67]

Just had a look around Europe for inventory cars and there's not many to be had at all, many countries have zero in stock and no CPO's either. All points to a bumper quarter!

 

[gene]

Got my VIN today after configuring less than a week ago. #236x

 

[avoigt]

Its that rare that I see a positive article about Tesla be it in the US or European press that I though worth posting.

How Tesla and Elon Musk Are Designing a New Paradigm for Drivers

 

[dm28997]

Its that rare that I see a positive article about Tesla be it in the US or European press that I though worth posting.

How Tesla and Elon Musk Are Designing a New Paradigm for Drivers

Putting the customer first, as stated from the article is so true. Owners know this but the public is just beginning to see the light.

 

[elasalle]

Max pain for today is 330.

 

[dc_h]

Just had a look around Europe for inventory cars and there's not many to be had at all, many countries have zero in stock and no CPO's either. All points to a bumper quarter!

US down to 30 cars, we’ll over 100 a week ago. Normally hundreds.

 

[Tslynk67]

US down to 30 cars, we’ll over 100 a week ago. Normally hundreds.

It's not unusual in Europe for businesses to off-load some profits against some purchases at year-end, maybe the same in the US?

So, what's today's bear headline? "Tesla Dropping Like Lemmings Over the Fjords as Daily Deliveries Dwindle Below 50 in Norway"?

 

[Richgoogol]

Is it me or it's a really boring day

 

[Gerardf]

Its that rare that I see a positive article about Tesla be it in the US or European press that I though worth posting.
How Tesla and Elon Musk Are Designing a New Paradigm for Drivers

The video right above the article however keeps screaming Tesla will run out of cash, big cash burn, etc, etc, etc in the largest font they dared to use. Even stating a SELL rating on TSLA.

How did that video end up above that article ? Who's choice was that ?

I wonder how many visiting that page will think the article is same as what is stated in the video and will not even read it.


Edit : spelling.

 

[bdy0627]

Is it me or it's a really boring day

It's early and it's TSLA, so who knows how the day will pan out. I don't expect much excitement today.

 

[AlMc]

Is it me or it's a really boring day

It's early and it's TSLA, so who knows how the day will pan out. I don't expect much excitement today.

Day before a holiday weekend, low volume, 'max pain' at $330. I see shorts and longs taking the day off.

 

[EinSV]

Day before a holiday weekend, low volume, 'max pain' at $330. I see shorts and longs taking the day off.

Probably, although there is still a chance it could get interesting toward the end of the day with a long weekend coming and Model 3 customer deliveries starting ..... [Disclosure: I have no talent at predicting short-term price movements].

 

[Waiting4M3]

... with a long weekend coming and Model 3 customer deliveries starting .....

But does M3 customer deliveries fall under news or rumor? Also are we buying the rumor and selling the news? or selling the rumor and buying the news?

 

[gene]

Got my VIN today after configuring less than a week ago. #236x

I am now adding a call I just received from delivery person, I am scheduled to pick up my car on 12/29 at Marina Del Rey (los angeles). Nice to have it just before the New Year!

Only 18 days from configure to delivery!