geneclean55
Active Member
Of all the analysts out there AJ seems to have some good sources.
Careful what you wish for. His first question during CC was whether Elon was about to head to Mars courtesy of Trump.
He wasn't kidding either.
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Of all the analysts out there AJ seems to have some good sources.
Not to be offensive: Why would they release info about the Y when everyone is waiting for more info on the timing of the 3?
The market is negatively reacting to what they perceive as a delay in the final reveal if the 3 from March to July and the 'imminent cash raise/need'.
The last thing we all need is to discuss yet another model that will be available 'soon'
Everyone knows they're working on the Model Y. I don't see how it would be seen as a distraction just to show it to the public and take in anouther $250M in deposits. Obviously all production focus would remain on the M3.
Everyone knows they're working on the Model Y. I don't see how it would be seen as a distraction just to show it to the public and take in anouther $250M in deposits. Obviously all production focus would remain on the M3.
Everyone knows they're working on the Model Y. I don't see how it would be seen as a distraction just to show it to the public and take in anouther $250M in deposits. Obviously all production focus would remain on the M3.
Not to be offensive: Why would they release info about the Y when everyone is waiting for more info on the timing of the 3?
The market is negatively reacting to what they perceive as a delay in the final reveal if the 3 from March to July and the 'imminent cash raise/need'.
The last thing we all need is to discuss yet another model that will be available 'soon'
Or more succinctlyI am totally in the opposite camp on this.
Sorry to all to bring this analogy back up
Steak=model 3 reveal or is On time in volume
Sizzle = 'talk/protype of the Y'
IMO, we need focus, focus, focus on the 3.
Just moving up the time frame on model 3 we had a huge drop about a year ago. I'm also in the camp that it's not only about model 3 but the ability to ramp production is all the car analysts cares about. Not AP2, not TE, not M S/X sales #, etc...Everyone knows they're working on the Model Y. I don't see how it would be seen as a distraction just to show it to the public and take in anouther $250M in deposits. Obviously all production focus would remain on the M3.
Personally I thought the early May 2016 drop in PPS has more to do with the delay in fixing the MX issues and lower than expected Q1 '16 delivery. I think we're in much better position this year, my understanding is that Elon said last week that they don't need cash raise for M3, but could do it if it's convenient so to have higher confidence. I think if the PPS stays in the 240s they may not do it.Just moving up the time frame on model 3 we had a huge drop about a year ago. I'm also in the camp that it's not only about model 3 but the ability to ramp production is all the car analysts cares about. Not AP2, not TE, not M S/X sales #, etc...
Please no Model Y, it's just more fuel for the bears. They have accepted M3 will be produced.
Having experienced autopilot on the weekend, my feelings are simple: anyone who gets into an accident using that technology as it sits is an idiot who shouldn't have a driver's license. While it is far from perfect, I was easily able to sense when it was doing something wrong, and act to correct it, and quickly learned what sort of road conditions it was prone to making mistakes in.
Personally I thought the early May 2016 drop in PPS has more to do with the delay in fixing the MX issues and lower than expected Q1 '16 delivery. I think we're in much better position this year, my understanding is that Elon said last week that they don't need cash raise for M3, but could do it if it's convenient so to have higher confidence. I think if the PPS stays in the 240s they may not do it.
Tesla has strongly hinted a few times including during the CC that the model Y unveiling would be after model 3 production. They kept mentioning "the things we have in H2" and other phrases similarly pointing out that they are sandbagging other releases until model 3 is chugging. They guided for only half of the year because they don't want to scare people with the model Y, bus, semi, and pickup capex.Just moving up the time frame on model 3 we had a huge drop about a year ago. I'm also in the camp that it's not only about model 3 but the ability to ramp production is all the car analysts cares about. Not AP2, not TE, not M S/X sales #, etc...
Please no Model Y, it's just more fuel for the bears. They have accepted M3 will be produced.
Yeah, but my opinion of roughly 90% of the drivers on the road is that they shouldn't have licenses. Soooooo.Having experienced autopilot on the weekend, my feelings are simple: anyone who gets into an accident using that technology as it sits is an idiot who shouldn't have a driver's license.
I like to see them announce the MY and cash raise like this in Sep:Tesla has strongly hinted a few times including during the CC that the model Y unveiling would be after model 3 production. They kept mentioning "the things we have in H2" and other phrases similarly pointing out that they are sandbagging other releases until model 3 is chugging. They guided for only half of the year because they don't want to scare people with the model Y, bus, semi, and pickup capex.
Another indicator that we might be up for another bull run is the cacophony of the bear-fest on SA. Last time it was this loud was when SP was around $180.Rich Ross of Evercore thinks that combination of SMA(50) at $241.09 with classic 38% retracement could indicate an end of the down leg and a start of another run: Trading Nation: Goldman takes down Tesla