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MartinAustin
Active Member
pz1975
Active Member
Thursday in China would be tonight in NA so this would likely hit before market open. I just bought some weekly lottery ticket calls.
ok....guilty here. Also added a bit with LEAPs. Can hear the roulette wheel spinning....
Yeah,
I saw $375 as the take off point. And thought about waiting to buy.
Then could not find a better place to put the money. So moved to all in without waiting for the trigger event.
Agreeing with the Tesla mission statement is a constant buy gradient.
pz1975
Active Member
Haha I think you meant $385. Funny how we are so used to the $200's still!
Waiting4M3
Active Member
W.r.t Chinese market, with the one child policy which has been in place since the 70s, and is just starting to be phased out, large family isn't really that prevalent. Also consider the urban housing location and space, IMO large houses which usually come with trailers and gears are also not as wide-spread in China.
Reciprocity
Active Member
I am pretty sure that the US is the biggest market for large SUVs, but I could see China competing for that honor sooner then later if it does not already. I have read that Model X is actually very popular there, but I have no idea if that is true. That brings me back to a question that I cant seem to find the answer to and this weather Tesla opening a factory there allows them to import a certain percent of the product sold and avoid the import taxes. Lets say Tesla builds a super gigafactory there that produces Cars, Solar and Batteries and they sell 1-2 million cars that are manufactured there, does that mean they can bring in 200,000? Can they bring in cars with no batteries and finish them in China for the Chinese market? Not that they couldn't build them there, I think they would be smart to focus on 3 and Y factories in China/India and of course a Y factory in the US.
FredTMC
Model S VIN #4925
Well TSLA is a growth stock. And China is the largest car market in the world. Tesla will have a waiver on the 25% import tariff.
M3 build out and ramp is completely separate and unaffected
This is such a juicy setup.
Cons:
Pros:
Cons:
- Just a rumor really.
- We may be right but the reaction isn't right. No one sees it or cares until next week.
Pros:
- We already know that they are supposed to announce some locations this year.
- China is an obvious first choice, and best choice
- We already know that the market loves this rumor. We were at 383 on the rumor. they should love the fact.
- China is pushing heavily for BEV's and relaxing the rules in some cases, lending credibility to the rumor
- We have established a base from 370-375. Upper daily BB is at 394...
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Why do you consider the news "out"? It's just another round of rumors, and the market seems cool on the 4th, 5th version of this rumor which is reasonable. What we are talking about is the "fact" coming out tonight. (maybe)
pz1975
Active Member
Completely agree. I rarely do the weekly call thing but I love the risk/reward ratio of this. I don't see the China Daily news article anywhere yet (other than here) so the mainstream news outlets may not have seen it yet. It is bigger news than the rumour in Bloomberg Monday and that one got lots of play and a stock jump to match.
China: You can come here, but you will give us half the profits.
Elon: We will come here, but you pay half the price.
China: Ok
Elon: Ok
Elon: We will come here, but you pay half the price.
China: Ok
Elon: Ok
ValueAnalyst
Closed
One can never tell how the market will take a piece of news, but I see this one as Tesla moving along its Master Plan, Part Deux, as expected.
What I'm really interested in hearing is the production capacity of the Gigafactory in China. That can potentially surprise.
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