Short-Term TSLA Price Movements - 2014

[maxwell]

Car manufacturer on the wrong e - track?

This article on the website of main german tv channel ARD shows the german brain when it gets to e - mobillity.

Autobauer auf dem falschen Elektrotrip? | Branchen | Anlagestrategie | Börse Aktuell | boerse.ARD.de

This website hasn't had one single article in favor of e - mobility, all of their articles are clearly against e - mobility.

Our posts will suit better in the Thread: EU Market Situation and Outlook. I would not compare this one article with "the german brain". It's an article that describes the past and the current state and ignores TESLA very well. The article states in my opinion that the german EVs simply should get better. YES! And TESLA has already solutions to the problems that are stated in the article: Range and Charging network for example. TESLA makes the future and the market will accelerate even if the big manufacturers join slowly because of EU regulation they have to fulfil according their fleet CO2 emissions. And for sure we know that it's best if you charge with GREEN electricity.

 

[mitch672]

Tesla #27 on Nasdaq 100 most shorted

Tesla Motors Becomes #27 Most Shorted Nasdaq 100 Component, Replacing SanDisk - Forbes

 

[Auzie]

Tesla #27 on Nasdaq 100 most shorted

Tesla Motors Becomes #27 Most Shorted Nasdaq 100 Component, Replacing SanDisk - Forbes

All that money coming to longs accounts must come from somewhere. Great wealth transfer for the right cause.:wink:

 

[Chickenlittle]

I've been guilty of shorting for the last 2 weeks but at $240 I couldn't resist.

Let me thank you ahead of time

 

[cgiGuy]

break-a-leg

Literally.

 

[Lump]

+$5 spike & now giving it back, pretty strange considering the tape.

 

[FluxCap]

New AJ note reads like our friend Julian Cox wrote it. Enjoy folks. Mr. Jonas is spot-on as usual.

 

[mitch672]

Lets hope on point #4 above, CARB doesn't fold, like they have in the past from oil/auto mfr pressure.

At least this time, they can say "Teslas has no problem designing and selling a zero emission vehicle, now tell us again why you've failed?" "You want the public to fund $1 million per copy Hydrogen refueling stations, are you insane? Tesla does this for $250K per copy and only needs them every 150-175 miles apart, and they are funding the infrastructure themselves"

 

[Bgarret]

New AJ note reads like our friend Julian Cox wrote it. Enjoy folks. Mr. Jonas is spot-on as usual.

View attachment 52342

May item #3 come to market at an auspicious time. I'm hoping that they drop $150+ million in profit to their bottom line in a day and go from the 27th most shorted company to a bonfire of short insanity.

 

[austinEV]

Lets hope on point #4 above, CARB doesn't fold, like they have in the past from oil/auto mfr pressure.

At least this time, they can say "Teslas has no problem designing and selling a zero emission vehicle, now tell us again why you've failed?" "You want the public to fund $1 million per copy Hydrogen refueling stations, are you insane? Tesla does this for $250K per copy and only needs them every 150-175 miles apart, and they are funding the infrastructure themselves"

+1 Put that on a bumper sticker!

 

[Lessmog]

Originally Posted by mitch672

Lets hope on point #4 above, CARB doesn't fold, like they have in the past from oil/auto mfr pressure.

At least this time, they can say "Teslas has no problem designing and selling a zero emission vehicle, now tell us again why you've failed?" "You want the public to fund $1 million per copy Hydrogen refueling stations, are you insane? Tesla does this for $250K per copy and only needs them every 150-175 miles apart, and they are funding the infrastructure themselves"
+1 Put that on a bumper sticker!

+1 Put that on a bumper sticker!

Needs bigger bumper. ;-)

 

[jhm]

So, has Tesla been stockpiling ZEV credits as an arsenal against FCVs? These cars are formulated to play the ZEV game, but if Tesla could keep the price of credits down, then FCVs could be a real loser.

 

[bsd]

So, has Tesla been stockpiling ZEV credits as an arsenal against FCVs? These cars are formulated to play the ZEV game, but if Tesla could keep the price of credits down, then FCVs could be a real loser.

Could be a tactic to force them into building their own ZEVs. If there's no supply...

 

[AlMc]

Could be a tactic to force them into building their own ZEVs. If there's no supply...

Excellent thought. That would fit into the TM mission statement. I always have felt they would use them to help in a quarter that would not meet guidance. Sort of an 'insurance policy/rainy day asset'.

 

[kenliles]

Excellent thought. That would fit into the TM mission statement. I always have felt they would use them to help in a quarter that would not meet guidance. Sort of an 'insurance policy/rainy day asset'.

or even more quaint- use them to buy the GF land and ground breaking for 'free' and make it known

 

[vgrinshpun]

or even more quaint- use them to buy the GF land and ground breaking for 'free' and make it known

Nothing is free...

The GF ground breaking will be paid by Big Auto Boys who pigheadedly refuse to put their resources and energy in developing and producing compelling BEVs, all the while desperately trying to rig the ZEV regulations so they can continue to produce massive quantities of gas burners...
They will be forced to buy these credits eventually, paying expenses for the only company which is really serious about BEVs - Tesla Motors:biggrin:

 

[jhm]

Nothing is free...

The GF ground breaking will be paid by Big Auto Boys who pigheadedly refuse to put their resources and energy in developing and producing compelling BEVs, all the while desperately trying to rig the ZEV regulations so they can continue to produce massive quantities of gas burners...
They will be forced to buy these credits eventually, paying expenses for the only company which is really serious about BEVs - Tesla Motors:biggrin:

Perhaps a more magnanimous gesture would be to put ZEV credit proceeds into Supercharger stations that charge nonTesla EVs. (While I like the idea of free electricity for all, I wonder if it may be prudent to charge a per minute parking fee. That way cars that charge slowly will not crowd out spaces for cars that charge fast like the Model S. )

Basically, competitors could buy ZEV credits by buying into the Supercharger network. The access to the network could be used immediately if the competitor offers a suitable car or later. Either way it would motivate both supporting the network and making EVs.

So if you buy $1M worth of regulatory credits from Tesla, you also get Supercharger access for 500 cars. It's a great deal. Moreover, no one can say that Tesla is getting "subsidies" from competitors because there is a fair exchange of dollars for network access. The value of this exchange will increase as Tesla rolls out more Supercharger stations and as the buyer of access produces cars that can use this network. Everybody wins.

 

[MikeC]

Perhaps a more magnanimous gesture would be to put ZEV credit proceeds into Supercharger stations that charge nonTesla EVs. (While I like the idea of free electricity for all, I wonder if it may be prudent to charge a per minute parking fee. That way cars that charge slowly will not crowd out spaces for cars that charge fast like the Model S. )

Basically, competitors could buy ZEV credits by buying into the Supercharger network. The access to the network could be used immediately if the competitor offers a suitable car or later. Either way it would motivate both supporting the network and making EVs.

So if you buy $1M worth of regulatory credits from Tesla, you also get Supercharger access for 500 cars. It's a great deal. Moreover, no one can say that Tesla is getting "subsidies" from competitors because there is a fair exchange of dollars for network access. The value of this exchange will increase as Tesla rolls out more Supercharger stations and as the buyer of access produces cars that can use this network. Everybody wins.

I think Tesla will win even more if they sell the credits for market value and also sell Supercharger access for market value. Tesla already gave away the patents - as a shareholder I'm not interested in any more charity for competitors.

 

[Causalien]

Looks like the old speculated grand master plan of Elon is becoming true. Tesla is being pivoted into a utility company where it controls the batteries and will replace the traditional roles of the oil producer and the gas stations... and maybe the coal plants.

 

[vgrinshpun]

Perhaps a more magnanimous gesture would be to put ZEV credit proceeds into Supercharger stations that charge nonTesla EVs. (While I like the idea of free electricity for all, I wonder if it may be prudent to charge a per minute parking fee. That way cars that charge slowly will not crowd out spaces for cars that charge fast like the Model S. )

Basically, competitors could buy ZEV credits by buying into the Supercharger network. The access to the network could be used immediately if the competitor offers a suitable car or later. Either way it would motivate both supporting the network and making EVs.

So if you buy $1M worth of regulatory credits from Tesla, you also get Supercharger access for 500 cars. It's a great deal. Moreover, no one can say that Tesla is getting "subsidies" from competitors because there is a fair exchange of dollars for network access. The value of this exchange will increase as Tesla rolls out more Supercharger stations and as the buyer of access produces cars that can use this network. Everybody wins.

I have to disagree with your comment.

The competitors do not yet have BEVs which could fully utilize the Supercharger network, and majority of them are not interested in developing such BEVs. They are just trying to rig ZEV regulations to prolong the dominance of ICE based transportation. The society as a whole, however, would certainly benefit from the transition to sustainable transportation. The ICE producing companies basically are trying to mislead society into believing that switch-over to BEVs is not possible. If these companies are dragging their feet and do not want to invest their resources in developing BEVs, let them pay up (for ZEV credits) , so the other companies who take this task seriously can do that.

Given the above the concept of magnanimity does not seem to apply here. The ICE companies have a choice: become serious about BEVs (truth be known they are about a decade behind on this) or pay-up.