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Bardlebee
Member
Oh yeah? What is keeping people from selling off on profits? (Disclaimer: Knows nothing about stocks)
Causalien
Prime 8 ball Oracle
Because this news is unexpected. So there's no "buy the rumor, sell the news" effect. However, there is somewhat of a "buy the rumor" for NHTSA and I believe the general sentiment for Q4 is that we still don't know where it is headed. Most of the mainstream have reported false bad delivery numbers and have not updated to the new one.
Benz
Active Member
Norse
Active Member
Causalien
Prime 8 ball Oracle
BYD up 4.5%. So I can see TSLA up by about 2.5% if general market stays neutral or positive.
jkliu47
Member
Auto parts maker predicts best ever February sales on Tesla orders.
Hota predicts best-ever February sales on Tesla orders | Economics | FOCUS TAIWAN - CNA ENGLISH NEWS
Hota predicts best-ever February sales on Tesla orders | Economics | FOCUS TAIWAN - CNA ENGLISH NEWS
Chickenlittle
Banned
Bardlebee
Member
I'm all for it, once it hits 200 I order my Tesla 
I have a feeling we will see a new ATH this week, maybe even today!
I have a feeling we will see a new ATH this week, maybe even today!
Hota said that Tesla has moved extra orders up to this month from March, thereby increasing its orders with the parts maker to 4,000 per month, following better-than-expected sales of Tesla's electric cars in the fourth quarter last year.
Interesting.
RationalOptimist
Member
Interesting piece. "Hota said that Tesla has moved extra orders up to this month from March, thereby increasing its orders with the parts maker to 4,000 per month, following better-than-expected sales of Tesla's electric cars in the fourth quarter last year."
If you assume one part/car, 4k/month makes for a pretty healthy annual rate.... well above any current expectation. Elon has spoken of 800/week by end of this year. The 4k suggests production might be moving ahead of that a lot earlier. But dangerous to read too much into one supplier's statement.
Good dig, jkliu47!
This might be the Q1 ramp-up that Elon mentioned back during previous QA in Munich. I was expecting this to come up during Elon's latest European tour, but I guess there was enough good news there...
If true, this ramp-up to 1000 cars/week is significant indeed. See post linked below for more details.
http://www.teslamotorsclub.com/show...on-Jan-30-2014?p=565637&viewfull=1#post565637
Lets not get ahead of ourselves again. I don't know what it is about pre earnings and ridiculous numbers, but last time we were greeted by a 15% slide because of them. I would prefer that not happen again.
Nobody expects a ramp to 1k this month. Lets not make this a thing.
Norse
Active Member
What "this 1000/week" are you talking about? Where do you get those numbers from?
Per the article in OP: 4000 parts per month-->48,000 cars/year--> 1000 cars/week
2 parts per car would not make sense because TM are already above 500 cars per year.
Lets ease up on lecturing just a bit.
I am interpreting the article and pointing other publicly available information that points out to an increase in production in Q1. I do understand that there could be some kind of confusion with numbers in the article, hence I wrote "if true".
I think that discussion between people with different views is very good and healthy thing, but the reasoning along the lines "we were burned before" does not seem to add any essence.
Norse
Active Member
I think it does when one use the phrase: "if true, this 1000/week." If they are doing 1000 a week I would reckon they would order a bit more than what they needed that month.
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