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About $2,600 worth, strike $385.
erthquake
Active Member
Hello, again, morning dip/late-buying spree. We've missed you.
pz1975
Active Member
Agree.
I ended up selling about 1/3 of what I had bought for net 90-100% gain (I had bought some 380, 385 and 390s) - lets me pretty much ride the rest tomorrow risk free knowing I can always sell the rest at a loss and still break even.
This, is absolutely not possible the minute they open operations in China. Anyone thinks you can still keep your business secrets within your operations simply don't know about China.
And a la
In the past i have read, that all designs, blueprints etc need to be submitted to the Chinese Govt agencies for review.
Is my decryption correct: are you suggesting that tomorrow we close around 394, once the market has digested the news ?
Mike Smith
Active Member
On good news, Could run to 395ish before encountering resistance.
We hit 383 on the initial Bloomberg rumor. In my head 385 would be reasonable. But if it really does close at 385, roaming to 390 might be in the cards.
Adding to others: About 1% of my TSLA holdings. These are close to 'lotto' tickets. I never invest much because one needs a '10 bagger' for every 9+ that go to '0' to make any $.
I aslo want to thank @vgrinshpun. The reason to come here beyond the 'chit chat' and camaraderie is to use our collective information to have a chance against WS/'the bots'.
*It depends*. Best scenario: (won't happen, but one can hope): EM/Darmuid have worked out a deal: No partner and some enticement from the government; next best: Tencent is the partner and no money worries.
Either of these cause 3-5% spike tomorrow.
Reciprocity
Active Member
I guess this is what Elon meant by keeping his powder dry. Its clear that he wanted to keep this under wraps and let it out of the cage in a more tactical way. Its almost like he is timing a tic, toc of info to juice the stock. Semi, Release candidates hitting the roads, China, Model 3 final reveal/first deliveries, Semi Reveal and some mystery product (my bet: 700kWh+ Supercharger v3), 1 full quarter of Model 3 deliveries and so on... for the next 20 years, then maybe a phat dividend to live off of in retirement?
MitchJi
Trying to learn kindness, patience & forgiveness
I can't read the original troll, but one problem that the MX is having is that I don't believe that they have ever completely sorted the production. Still can't produce as many as they can produce of the MS.
If we get that in my opinion the SP hits at least $425. Not an advice.
Remember the third shift.One more estimate that is more optimistic than mine!
Tesla would need to refresh Model S/X in July to hit 120k in 2017. Remember that they're targeting 30% gross margin (i.e. no price drop soon).
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While there have been times that EM did not seem to care about the SP or TSLA, IMO, he clearly cares at this moment. Most recent: TRowe pulls out, a 'China rumor' surfaces. Before that he had announced a string of positive catalysts for 2017. Clearly, Tesla will need more $ to push the multiple GFs forward.
It may not be dilutive and the $ will be well spent, but I doubt organic growth can supply the $ needed for the aggressive growth that EM would like.
Waiting4M3
Active Member
I would guess that the market is already expecting a China GGF being announced in Sep, leading to Tesla saving 25% tariff. If the China GGF is announced 1 quarter ahead of time, and that translates to the factory breaking ground 1 quarter ahead, and the 25% tariff relief kicks in a quarter earlier, estimating China MS/MX sales to be 8K/quarter * $120K * 25%, that's an extra $240M for Tesla, or $1.50/share. I don't see why it would wag the PPS by $20.
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