Short-Term TSLA Price Movements - 2015

[doggusfluffy]

Elon Musk: 'If I cared about subsidies, I would have entered the oil and gas industry' - LA Times

"Tesla could be profitable right now if we went into low-growth mode and we just served premium buyers," he said. "The reason we are not profitable is because we are making massive investments to create an affordable long-range electric car."

 

[JRP3]

Yes, and the young short-term investor asking Elon what the stock price is going to do next week. I still shudder when I think about last year's questions.

Yup, which is why in the questions thread I'm imploring people to be on point and specific with any questions asked, and consider what is actually relevant to Tesla shareholders.

 

[AlMc]

Yup, which is why in the questions thread I'm imploring people to be on point and specific with any questions asked, and consider what is actually relevant to Tesla shareholders.

To 'seg' off that: This is where you can look at some of the questions and perhaps tweak one or add your own. If we get good potential questions we hopefully can get some good info.
http://www.teslamotorsclub.com/showthread.php/47662-Questions-for-2015-Shareholder-s-Meeting

 

[everman]

The next installment of Tim Urban's Elon Musk-centric WaitButWhy post is up, and it's on Tesla.

http://waitbutwhy.com/2015/06/how-tesla-will-change-your-life.html

 

[hobbes]

May has come to an end and registration numbers for Europe are coming in - for the countries that already reported (should be 50-75% total) the numbers for Apr+May are more than 60% above Jan+Feb 2015. See the Europe thread´s wiki for details. Also, there is an estimate out for the US out that looks good, too: Tesla Sales Rev Up 50% In May As Stock Outlook Lifts . While that´s not conclusive yet, it is looking good.

 

[drinkerofkoolaid]

Current demand for generators is probably a good way to look at demand for residential Grid Storage.

"In 2007, an estimated 12 million generators had been installed across in the

United States, with a total capacity of more than 200 gigawatts, according to a Brookings Institute report on distributed power systems. Like Quindlen’s beloved generator, more than nine million of these machines were designed to provide emergency or backup power. Backup generators only run when the electric grid goes down or for scheduled maintenance. By contrast, generators designed to provide primary power can run with or without the grid."

http://www.forbes.com/sites/williampentland/2013/04/15/backup-generators-are-the-bad-and-ugly-of-decentralized-energy/

Quindlen compares homeowners who claim they don’t need backup generators with teenagers who ignore the risks of unprotected sex.

After [Hurricane Sandy], one of my brothers-in-law said you couldn’t even talk to a contractor about generates; they were so backed up with requests. Suddenly everyone had discovered they needed one. I had one. It felt good. It felt like insurance. We act the way about our homes that teenagers do about having unprotected sex – yeah, yeah, I know but the worst won’t happen to me. Then it happened to us, and we got a generator. ​

​

 

[dha]

InsideEVs is out with their May sales estimates and they're looking VERY healthy. They have Model S sales up 140% YOY and up 41% from last month. Model S is the best-selling plug-in in America for three months running:

Monthly Plug-In Sales Scorecard

 

[Bet TSLA]

James, do not forget that electrification of transportation will require massive amount on energy.

For sure. Also, desalinization plants can eat pretty arbitrary amounts of electricity. And then you have to pump the resulting fresh water up hill. I don't think there will be a glut.

 

[Citizen-T]

The next installment of Tim Urban's Elon Musk-centric WaitButWhy post is up, and it's on Tesla.

http://waitbutwhy.com/2015/06/how-tesla-will-change-your-life.html

That was epic.

 

[Zaxxon]

That was epic.

Yes.

 

[ev-enthusiast]

WardsAuto senior industry analyst Haig Stoddard about U.S. new car sales for Tesla Motors:

Our estimate for Tesla is 1,652 (cars sold) for May

This translates to an increase of 50% YoY.
(link)

Looks like Tesla Motors is still on track for this year's guidance of 55000 worldwide deliveries
​

 

[Runarbt]

Right, and that heat energy (and CO emissions) could have been used to spin a turbine and put electricity back on the grid, but instead is put into chemical processes to separate petroleum. Electricity is fungible, so this lost opportunity generation should be counted in the total electricity cost of refining oil.

- - - Updated - - -



You have to look past just the power inputs into refineries, per my post above.

or check numbers from norwegian refineries, which usemostly electricity. and a lot of it

 

[Robertj]

IBD. May Tesla Sales Up 50 % on prior year

Luxury electric car maker Tesla Motors (NASDAQ:TSLA) bucked the trend of slowing EV sales in May by accelerating its Model S sedan deliveries by double-digit percentages, according to an estimate.
California-based Tesla doesn't release official numbers monthly, so analysts put together their estimates by looking at things like car registration data.
"Our estimate for Tesla is 1,652 (cars sold) for May," WardsAuto senior industry analyst Haig Stoddard told IBD by email Tuesday, as to U.S. sales.
View Enlarged Image

That's up 20% from an estimated 1,377 in April and 50% from 1,100 in May 2014.
The Model S starts at $75,000 and runs up to $105,000 for the top-of-the-line variety. Despite its high sticker price, estimates at green-car-tracker website Inside EVs put Tesla Model S sales at the top of the roster among all plug-ins, in sales for the year through April, with its Tesla estimate for May still awaited.

General Motors' (NYSE:GM) hybrid Chevrolet Volt sold 1,618 units in May, which the website notes is the highest this year but still down from 1,684 in May 2014. The all-electric Nissan (OTCPK:NSANY) Leaf sold 2,104 units in May, down about a third from a year earlier.
Tesla Sales Outlook
Tesla has guided for deliveries of 55,000 units this year, including 10,000 to 11,000 in the current quarter. Stifel analyst James Albertine expects the year's total to include 4,500 deliveries of the upcoming Model X SUV in Q4.
With some data still awaited, Stoddard said that for the auto industry as a whole, "May's results will be a nine-year high for any month, based on seasonally adjusted annual rates. (Right now it looks like the annual rate will be 17.6 or 17.7 million.)"
That tops a light-vehicle SAAR forecast for 17.5 million.
The industry's results show a rebound from a little lull in April, Stoddard says, but are grounded in "solid economic fundamentals, such as job and income growth, combined with pent-up and low interest rates (allowing for smaller monthly payments and longer-term loan contracts)."
Tesla Stock Analysis
After a stellar run in 2013 and a good gain in 2014, Tesla stock is up 12% this year.
It hasn't been highly rated by IBD lately, but its IBD Composite Rating has improved to a 62 out of a possible 99, from 29 near the start of the year. In IBD's Auto Manufacturers industry group, only Toyota (NYSE:TM) and Fiat Chrysler Automobiles (NYSE:FCAU) have better CRs, at 74 and 67, respectively.
Tesla stock has been setting up a cup base with a buy point of 291.52. Tesla stock was down a fraction in afternoon trading in the stock market today, near 248.


Read More At Investor's Business Daily: http://news.investors.com/technolog...rs-sales-estimates-may-rise.htm#ixzz3bzZTtLjD
Follow us: @IBDinvestors on Twitter | InvestorsBusinessDaily on Facebook

 

[Lessmog]

I wonder if IBD is mixing US and WW "sales" figures. That excerpt does not clearly distinguish between them, as far as I can see.

 

[Robertj]

Happy to take any positive news , even when wrong !

 

[FANGO]

Bucked the trend of slowing EV sales in May? EV sales are up across the board this month....

 

[ev-enthusiast]

Some more free advertising thanks to CNET: Elon Musk would make the best tech president, says survey:

It's time to dream, people of Nerdland.
You are finally getting your wish. No more politicians can run for president. They have all been cast out to where they belong: a wind farm.
Instead, you have to choose from among yourselves. You have to take a top tech figure and put him or her in charge of the United States. Whom will you choose?
This was the amusing scenario imagined by imaginatively named survey company Survata. It asked 1,503 sentient, human Americans of voting age which tech CEO would bring the White House to best order.
The people voted with their minds, and, who knows, whatever heart they have left for politics. There was no known subterfuge or hacking of the voting machines. And the winner was Tesla and SpaceX CEO Elon Musk.

(link)

 

[aznt1217]

That was epic.

Really great read. Its unfortunate the overall public will not read it. I guess good for us though for information asymmetry. In the short term I'm pretty sure smart investors will realize TSLA and its importance and hop in on the ground floor.

 

[CALGARYARSENAL]

As the technical people say....."the longer the base the higher the space." Let the pop begin.

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As the technical people say....."the longer the base the higher the space." Let the pop begin.

Space X: We have liftoff! I am expecting a violent move to upside.

 

[replicant]

Does anyone know how to track the market cap of the oil and gas industry?
Is the Dow Jones Oil & Gas Titans 30 Index reliable ?

There's also
- S&P Oil & Gas Equipment
- S&P Oil & Gas Exploration & Production
- Dow Jones U.S. Integrated Oil & Gas

They may be benchmarked with
- S&P Global Clean Energy Index
- S&P Energy
- S&P 500

I'm trying to measure the pain that this industry may feel as it starts following the death of the coal industry.