The Blue Owl
Endangerous Herbivore
Now, this looks like manipulation: a bear attack to scare weak longs and short-term option holders. There is absolutely no explanation for an abrupt move down while the NASDAQ is up and climbing.
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No manipulation with this type of volume. If it was premarket light volume then it's possible to have someone try to manipulate the price on light volume in premarket or after hours, but today's premarket was heavy volume for pre-market sessions bc of the news and unlikely that there was manipulation during today's premarket....looks like at the open there is just some big institutional holder unloading shares in my opinion, more of what happened on Friday. I just hope it doesn't happen all day again by way of another large VWAP order by this institutional seller,if so then what we see in these first 15 minutes is just the beginning of a long downtrend all day long
Evercore reiterates its "buy" recommendation w/ PT $320.
Just to add here - when the first announcement came out about the talks between TM and BMW in June this year I knew the guys in Munich didn't visit California just because of the sun !
I predict a very successful coopeartion between California and Bavaria...."a beginning of a wonderful friendship" !
Just to add here - when the first announcement came out about the talks between TM and BMW in June this year I knew the guys in Munich didn't visit California just because of the sun !
I predict a very successful coopeartion between California and Bavaria...."a beginning of a wonderful friendship" !
Evercore reiterates its "buy" recommendation w/ PT $320.
Just to add here - when the first announcement came out about the talks between TM and BMW in June this year I knew the guys in Munich didn't visit California just because of the sun !
Thanks Derek, always enjoy your updates.
apparently, according to Latest Undisclosed SEC Investigations & News | Probes Reporter, LLC Tesla may have an undisclosed SEC Probe
this rumor/fact could be what's adding fuel to the fire to short/sell this morning.
i don't pay for this site so I don't have further info but if anyone has further info on this I'd be curious to know. My guess is that it's been pushed by shorts and OEM competitors for a long time and finally the SEC succumbed to do some type of checking on Tesla but that they will be cleared, I just hope the investigation doesn't take as long as the NHTSA one did
MartinAustin
Active Member
500,000 shares traded in the first 30 minutes... pretty healthy volume, but not commensurate with news of this magnitude.
Funny that BMW stock is up and Tesla stock is down... who's getting the better deal here?
I dare say Ford's stock would be up if there was news that BMW was going to start using Ford's engines.
Still, if Tesla can get their hands on some CFRP and produce a CFRP car, that would be awesome.
It seems certain that BMW will adopt Supercharging, begin to use batteries that can benefit from that high-speed charging system, collaborate on installation of more Superchargers in their geographic markets, and so on. With a player as large as BMW on board, the Supercharging format seems all set to become a standard.
This sort of collaboration is something that cannot have been priced into TSLA already. We have all known about the Model X, Model 3, Gigafactory etc. etc. and have had much opportunity to build those successes into the stock price. But the adoption of Tesla's standards by other manufacturers is something you can't know about until those other manufacturers confirm it. Hopefully by the end of 2014 we'll know what BMW's intentions are.
Funny that BMW stock is up and Tesla stock is down... who's getting the better deal here?
I dare say Ford's stock would be up if there was news that BMW was going to start using Ford's engines.
Still, if Tesla can get their hands on some CFRP and produce a CFRP car, that would be awesome.
It seems certain that BMW will adopt Supercharging, begin to use batteries that can benefit from that high-speed charging system, collaborate on installation of more Superchargers in their geographic markets, and so on. With a player as large as BMW on board, the Supercharging format seems all set to become a standard.
This sort of collaboration is something that cannot have been priced into TSLA already. We have all known about the Model X, Model 3, Gigafactory etc. etc. and have had much opportunity to build those successes into the stock price. But the adoption of Tesla's standards by other manufacturers is something you can't know about until those other manufacturers confirm it. Hopefully by the end of 2014 we'll know what BMW's intentions are.
Via Reddit:
Musk in Spiegel Interview: New information abridged. : teslamotors
And another news clipping being shared:
Is Elon Musk the Greatest CEO of the Modern Era?Don Tapscott
Musk in Spiegel Interview: New information abridged. : teslamotors
And another news clipping being shared:
Is Elon Musk the Greatest CEO of the Modern Era?Don Tapscott
erha
Member
What is so great with carbon fiber compared to aluminum? Obviously, it is lighter, but the weight of an electric vehicle really does not impact the range that much. Especially if you take regeneration into consideration. The drag coefficient and frontal area is much more important. Anything I'm missing? I assume carbon fiber is more expensive than aluminum as well
One other way to think about this is that all the news sites reference that the S is 4500+lbs. Get it lighter, so that there's one less thing for people to complain about. If they can get carbon fiber cheap enough, then I suspect people would think positively rather than it being an expensive thing.
It's very light, while still being strong, which allows further weight savings (e.g. lighter frame, smaller battery), which helps increase efficiency. Although drag increases rapidly with speed, rolling resistance increases linearly as well, and although regen helps, driving a heavy vehicle on hills still hurts efficiency. But as well as reducing weight, CFRP can provide the same strength with thinner surfaces, which helps improve aeroynamics for given cabin dimensions.
Besides efficiency benefits, lighter cars allow better handling, so if the Model S/X is intended to evolve, moving to CFRP when possible would make sense.
erha
Member
Thanks, great answer! And after all, it's not about the money, right?
This may also be moving TSLA today:
Jeffrey Gundlach, DoubleLine Capital CEO, said he likes Tesla and it's "all about the batteries" on "Squawk Alley."
GUNDLACH: Tesla Could Change Society - Yahoo Finance
Gundlach: I like Tesla, all about the batteries | Watch the video - Yahoo Finance
Jeffrey Gundlach, DoubleLine Capital CEO, said he likes Tesla and it's "all about the batteries" on "Squawk Alley."
GUNDLACH: Tesla Could Change Society - Yahoo Finance
Gundlach: I like Tesla, all about the batteries | Watch the video - Yahoo Finance
Moderator's Note
I've pulled the PDF from Derek's post to avoid copyright infringement. His translation is original work, however, and we will leave that up when he posts it.
I've pulled the PDF from Derek's post to avoid copyright infringement. His translation is original work, however, and we will leave that up when he posts it.
fair point, Rob. However, if someone wants to read the original interview, she/he can send me a private message.
Weight is always important. Lower weight makes a car better in almost every conceivable way. If weight were not important, the Model S would not be made of aluminum.
There are other benefits as well. Cool factor (this is very important, it's one of the more common comments I get about my Roadster, people noticing the CF rollbar/cabin accents then I point out that the whole body is made of it), CFRP doesn't dent, and you can use different shapes. The little eyelet design at the back corner of the i8 is there for multiple reasons - 1) it looks cool, 2) it actually helps aerodynamics, by channeling air around the car and having it come out closer to the centerline of the car you reduce the eddy behind the car which means there is less drag pulling the car back, and 3) it wasn't possible with any previous body panel manufacturing method. Because CFRP are made by injection molding rather than stamping, you can make shapes that you couldn't previously make. So CFRP would open up interesting design decisions and engineering possibilities which have been heretofore unseen.
The CFRP collaboration is very exciting to me, and I really hope, and have hoped for a long time, that Tesla would join up with BMW to do this, or would use CFRP in a future car, etc.
Apologies for being a sore bore. IANAL*, but I THINK a translation is NOT considered original work but derivative. So LIMITED copyrights would apply.
* particularly not a US L, and especially not specialized in copyright law**
** BTW, has US endorsed the Berne convention yet, or whatever its name? (Suspect DE has!)
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