InTheShadows
Active Member
Where do I go to find good tesla bear info? Preferably a place that does not publish click bait. Is there a Tesla will fail forum somewhere? I'd really like to know details of what the other side is saying like this.
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Where do I go to find good tesla bear info? Preferably a place that does not publish click bait. Is there a Tesla will fail forum somewhere? I'd really like to know details of what the other side is saying like this.
chickensevil
Active Member
I think he is just referring to people like Anton Wahlman, Mark Spiegel, and Paulo Santos. Those are at least the most vocal bears that are still hanging around. I would still classify Cramer as a bear. I think that pretty much covers it.
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Oh, and I wouldn't call them "good", most of their thesis is just silly. But that is about as good as it gets I suppose.
pz1975
Active Member
Model X at the Detroit auto show in January just makes sense. I was told specifically by a TM manager in the summer that that is when it will be revealed and I am sure they want to give some time between the D reveal and the X reveal to not wash away the spike in orders for the D by revealing the X too soon. I also think they will wait a few months at least between the X reveal and the 3 prototypes. It's always better to space good news evenly to get maximum effect.
chickensevil
Active Member
Pssssh they should treat this like war... go for the full shock and awe effect of a full on carpet bomb! Model S P85D reveal last week. Model X reveal in like 2-4 weeks from now. Model 3 reveal 4-6 weeks after that. Let's barely give anyone time to breath
(and you can squeeze in some quarterly earnings somewhere in there along with some nice updates on the gigafactory progress.)I think the market would be stunned if they pushed all that data out before we get into the first Model X delivery, This way that also becomes big news. Followed shortly by reports of how quickly they are ramping up their deliveries of Model X and the continued high demand of Model S.
They have a path to have something pretty cool to talk about at least once a month, and if they did all of this their competition (which they so desperately want to join in) will just stand there stunned and not know what to do with themselves... and it will be AWESOME!
But that's just me, and how I would do it.
I think that Tesla is becoming more like Apple in marketing and product releases as I've stated before.
First iPhone was released 6 months in advance to mainly get market feedback. Same can be applied to Model S & to some extent Model X. From here on, I think Tesla will keep all cards to itself without releasing them too far in advance. Model 3 is going to generate huge reservations. I feel that it will be announced no earlier than 18 months before it goes in production. That's a good enough time to take the industry by storm. It will also allow them to focus only on product.
First iPhone was released 6 months in advance to mainly get market feedback. Same can be applied to Model S & to some extent Model X. From here on, I think Tesla will keep all cards to itself without releasing them too far in advance. Model 3 is going to generate huge reservations. I feel that it will be announced no earlier than 18 months before it goes in production. That's a good enough time to take the industry by storm. It will also allow them to focus only on product.
Indeed. Despite the established automakers being quite well known, they nevertheless advertise heavily. During football on TV there appear to be more car ads than points scored. However, there is no point in Tesla advertising while production constrained and there remains a backlog of orders. Word of mouth and financial news coverage appear to be sufficient for now. Meanwhile, they allocate deliveries around the world in a fair manner which creates the illusion of reduced demand in some regions.
I had never heard of Tesla Motors and its cars until 20 months ago when a newsletter from one of my former TV interviewees recommended TSLA stock. After several days of research I bought all of my my shares at an average of $37.93. It's still the case that most people here in Illinois are either unaware or vaguely aware of the Model S unless they are financial news junkies. Once production gets ramped up to the point that advertising becomes justified, look for demand to explode upward.
Citizen-T
Active Member
Hold your ground! Hold your ground!
Sons of Tesla, of Elon, my brothers,
I see in your posts the same fear that would take the heart of me.
A day may come when the 200-day MA fails,
when we forsake our fellow shareholders
and break all bonds of ownership,
but it is not this day.
An hour of bears and shattered charts
when Tesla's stock price comes crashing down,
but it is not this day!
This day we buy!!
By all that you hold dear on this good Earth,
I bid you buy, Bulls of TSLA!!!
With apologies to Aragorn, and a link for the non-geeks among us: Return of the King: Aragorns Speech at the Black Gate - YouTube
NPR's "Here and Now" apparently just had a segment on Tesla on the air. And it wasn't positive. I didn't hear it but someone called me to tall me (since I'm the Tesla fanatic and they figured I'd wanna know). Sounds like FUD-spreading.
[ Also guessing big-3 automakers are underwriters of NPR, like the ANGA frackers are....]
[ Also guessing big-3 automakers are underwriters of NPR, like the ANGA frackers are....]
I just don't know if right now is as good of a buying opportunity as the last couple of moves to the 200day mainly because of the broader market and global concerns. In the past we've bounced off the 200day nicely and that always proved to be a good buying point. I'm just not so sure that this time it's the same. I might still buy a little in case I"m wrong, but might try to have some saved up in case I'm right.
This reminds me of back in the seventies when at the start of each episode of a certain PBS TV series it was announced that, "America is brought to you by the Mobil Oil Corporation". Of course America was the name of the program, but I still got a kick out of the statement. It was rather like when former General Motors CEO and US Defense Secretary Charles Wilson said, "...what was good for our country was good for General Motors, and vice versa."
In my newscasts we attempted to avoid consideration of sponsors. But that was broadcast TV. On cable there are no such restraints. Of course PBS and NPR are broadcasters. But since they have few traditional commercials, they appear to occasionally bow toward the interests of those entities that sponsor entire programs.
anticitizen13.7
Not posting at TMC after 9/17/2018
I just listened to the segment on hereandnow.wbur.org. I didn't feel it was negative. The guest, a re/code reporter, discussed his impression of the P85D and Wall Street's reaction. Some discussion of whether Tesla should be valued like a tech or manufacturing stock. Overall nothing reported that I didn't already know.
"The technology behind these systems is likely provided by Daimler, as the two companies have a partnership"
Last December when shares were trading in the $140, Daimler placed a three year collar on its 4% position. Daimler secures its partnership with Tesla | Daimler > Investor Relations > News > Capital Market Releases
The Daimler no longer holds a Board of Directors position (Kroeger was not nominated for re-election with no apparent comment by either Tesla nor Daimler.)
Last December when shares were trading in the $140, Daimler placed a three year collar on its 4% position. Daimler secures its partnership with Tesla | Daimler > Investor Relations > News > Capital Market Releases
The Daimler no longer holds a Board of Directors position (Kroeger was not nominated for re-election with no apparent comment by either Tesla nor Daimler.)
Words of HABIT
Active Member
An up day for TSLA. Whoopee!
For us Canucks we also gained 1% today (above the 1.1% TSLA rise) on the exchange rate as the Greenback is gaining momentum. Oil is down an astonishing 4.4% today and the CAD is heavily influenced. Looks like the days of parity arn't returning soon. I remember not long ago when $1.00 CAD $ was worth $1.10 USD.
Other currencies are also in the same boat, whereas a TSLA stock purchase could be seen as a hedge against a falling currency.
Buying TSLA at $30 back in late 2012 carried significant risk as total failure was a high possibility. Buying TSLA at $230 will never realize the share price performance of the past, however the risk of failure is extremely small. Tesla has proven itself a formidable player in the auto industry. It's just a matter of time.
Cheers to a green day.
For us Canucks we also gained 1% today (above the 1.1% TSLA rise) on the exchange rate as the Greenback is gaining momentum. Oil is down an astonishing 4.4% today and the CAD is heavily influenced. Looks like the days of parity arn't returning soon. I remember not long ago when $1.00 CAD $ was worth $1.10 USD.
Other currencies are also in the same boat, whereas a TSLA stock purchase could be seen as a hedge against a falling currency.
Buying TSLA at $30 back in late 2012 carried significant risk as total failure was a high possibility. Buying TSLA at $230 will never realize the share price performance of the past, however the risk of failure is extremely small. Tesla has proven itself a formidable player in the auto industry. It's just a matter of time.
Cheers to a green day.
Any thoughts on the ramifications of the price of Crude Oil collapsing?
Saudis Deploy the Oil Price Weapon Against Syria, Iran, Russia, and the US | naked capitalism
http://www.zerohedge.com/news/2014-...own-near-record-53-billion-debt-third-quarter
Saudis Deploy the Oil Price Weapon Against Syria, Iran, Russia, and the US | naked capitalism
http://www.zerohedge.com/news/2014-...own-near-record-53-billion-debt-third-quarter
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I've posted my thoughts before (see above), but to reiterate briefly: this is why we need a solar-electric economy. It is inevitable and essential, the only question is how soon we can lead the world there.
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