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FredTMC
Model S VIN #4925
Yep. Agree. And great observations.
I think your summary is correct, this car is on a conveyor on the Model 3 Gen Assembly Line. Interior has already been installed and the car is nearly complete. It's headed to the final stations where the drive train and battery are installed.
IMO, this is certainly an authorized leak by Tesla Mgmt thru an assembly line worker at Fremont.
What is tesla trying to convey in this picture?
I think they are saying the Gen Assembly Line is running and producing some Model 3s.
Finally, I'd be very careful about assuming that the Gen Assembly Line is producing "lots" of cars. All the evidence suggests this Gen Assembly Line started up mid-month and the rate of cars on the line is probably extremely slow with stops and starts as they validate and calibrate all the assembly stations
All the Model 3 delivered to date were likely produced on the "pilot" line.
The Pilot Line produces a few cars per day.
That'll be an interesting day. I have a lot of short puts expiring November 17th, so if the stock price is really low I'll already have loaded up automatically. If it's only sort of low it'll mean I have a lot of cash free to look at 2020 LEAPs. Good to note on the calendar.
erthquake
Active Member
Anyone else noticing the overall slow but steady rise on the stock price after this morning's early dip? Someone slowly accumulating?
Mike Smith
Active Member
I'm betting big on a relief rally caused by the Australia event. The media seems unaware that it's even happening, and the market will use any excuse for a relief rally after this many down days. It will generate a lot of headlines and that should be enough, even if nothing new is announced.
Yeah, but look at that panel gap
Update: remind onesself to read the whole thread before posting witty remarks...
Muaddid
Member
Tuesday was green. I predicted it, remember? Follow me, I'm the messiah!
If it's anything like previous days, we should just refer to this as "The Peak of False Hope" followed by the end of the day "Trough of Despair" as the price crashes towards the daily low.
dc_h
Active Member
Omg, look at the gap on the seam for the frunk. It's like 3 inches. QC out of control.
I think the run up to the Semi event should be positive. Then its either a minor sell-the-news or we go to the moon since Elon has warned for a very uncommon "one other thing" with that event. Probably something minor like a refresh on the S/X but it seems equally likely it will be a tease of the new roadster or *maybe* pickup. The one other thing could also be a charging thing, since the trucks will not be pulling into SC stations as we know them. So some new charging magic. Don't know.
But... we are over sold at this point. I think everything will be seen as positive for the next 2-3 weeks so that general bias added on top of the semi event will be potent.
DurandalAI
Member
Searched the sofa cushions, bought some more at $340.23. That's near where 1/2 of my cost basis had been sitting at anyhow.... (The rest at $220 and 280.)
Looks like some dark pool covering starting about 1-2 hours ago. Probably don't want a surprise tomorrow morning.
bdy0627
Active Member
Paracelsus
Active Member
Or perhaps the 'media' was well aware of the success story about to be unveiled in Australia from the un-valued TE wing of the company....which in combination with the semi unveiling could have easily propelled the stock well over 400 without a silencing of good things in 'the news' with a simultaneous release of completely unfounded BS 'analyst' hit pieces. It is not too tough to imagine that the folks who are spending the kind of money it takes to sell almost 30,000,000 shares of this stock short might also have a little influence on what is released by analysts and 'the news'. At least that's my twisted extrapolation of the displeasure that Elon expressed of the whole situation.
I certainly agree a relief rally is coming as you suggest, but I also think it might rather conveniently be just enough to take us back up to where we just were instead of allowing the stock to blow through 400 into uncharted waters. I agree with many on this board that the grip the MM's have had on the price of this stock and the effect of their FUD continues to slip as the world gains exponentially increasing exposure through instantaneous social media of the great successes Tesla is having.
It would be interesting to know if it was more difficult for those controlling the recent Dark Pool moves to suppress the stock price in this recent effort than it was in the past as the new number of people around the globe following Elon and Tesla grows beyond their control
I initially thought the semi event would be a good "buy the rumor, sell the news" type of event, but given the past week's market action on absolutely nothing, I think an upside move is more possible. Unless of course Q3 deliveries drives the price up to $450 (one can dream).
bdy0627
Active Member
As quickly as this stock is gaining and losing 10-15%, it will almost certainly depend upon the market action leading up.
Just catching up. May have already been posted.
I suspect the picture of the '3' on the general assembly line (I believe that is what we are seeing) is the first car coming off the line and the photo was purposely leaked. I would suspect there are a bunch more pictures that were not leaked. Just one person's opinion.
@DragonWatch: Thanks for your post and sorry to hear about the break in. Drive safe.
I suspect the picture of the '3' on the general assembly line (I believe that is what we are seeing) is the first car coming off the line and the photo was purposely leaked. I would suspect there are a bunch more pictures that were not leaked. Just one person's opinion.
@DragonWatch: Thanks for your post and sorry to hear about the break in. Drive safe.
racer26
Active Member
I can't say for sure, and don't want to give up my source just yet, but I'm coming across some reasonable evidence that Model 3 production to date could be well in excess of 1000 units.
Am keeping an eye on this developing theory. Will update if more evidence surfaces.
Am keeping an eye on this developing theory. Will update if more evidence surfaces.
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