You can install our site as a web app on your iOS device by utilizing the Add to Home Screen feature in Safari. Please see this thread for more details on this.
Note: This feature may not be available in some browsers.
This is the lowest trading day in volume all week (for the open at least). In your opinion, does this mean the SP could get pushed even lower (maybe sub 220s)?
Not today it isn't... downright warm. Lovely day in Oslo.Everyone in Norway is cool. It's cold there.
This is the lowest trading day in volume all week (for the open at least). In your opinion, does this mean the SP could get pushed even lower (maybe sub 220s)?
When they complete their due diligence and present the financial justification, which Elon said will be compelling SCTY and TSLA should both rise and the uncertainty about the merger should be drastically reduced. That means that if you want to take advantage of the merger to get a discount on TSLA you need to act soon. I think that the deal will go through. The risk that I see is that the conversion rate might change. Better or worse, and how much are the risks.If you want to see TSLA rise above $225, then SCTY needs to reach $27.
$27.45 = $225×0.122
There is presently about a 10% arbitrage opportunity to swap TSLA for SCTY, and this will continue to hold the price of Tesla down.
I keep posting on this because it seems many investors fail to grasp the importance of following price movements in both stocks. They are tethered by the anticipated merger. Posters here keep posting on Tesla price movements without reference to SolarCity. For the moment, upward price movement for SolarCity is much more important than gains in Tesla.
I think hitting 2.4k per week for a quarter with a 50/50 ratio of X to S will definitely move the SP, particularly in conjunction with TE financial results. I think it's a slam dunk that both of these things happen be at the latest the Q1 ER, for TE financials. These two items impact this bottom line which has always moved the SP. Additionally producing 2.4 MS-MX per week should reduce the fears that they can't produce roughly 3x the number of M3's by 2018.I am starting to think we won't see any big movements (close to or new ATH) until either TE or Model 3 is shipping in numbers. I think Model S and X will at most reach the 2400 a week production before 2018 as Model 3 production will get the limited resources they have and 2400 a week I don't think will move the stock that much.
Following my 4th stop-loss event in 2 months, I took your advice about a week ago w.r.t. SCTY and bought about 25% as I also recovered TSLA shares .If you want to see TSLA rise above $225, then SCTY needs to reach $27.
$27.45 = $225×0.122
There is presently about a 10% arbitrage opportunity to swap TSLA for SCTY, and this will continue to hold the price of Tesla down.
I keep posting on this because it seems many investors fail to grasp the importance of following price movements in both stocks. They are tethered by the anticipated merger. Posters here keep posting on Tesla price movements without reference to SolarCity. For the moment, upward price movement for SolarCity is much more important than gains in Tesla.
Well it did dip below $220 for a minute or so, glad it's holding above too.Let's hope not. I sold some $220,00 puts last week. I knew it would be a risky trade, but didn't thought that it would linger around the $220,00 for so long.
But I am happy for every second that it's above the $220,00!
I think hitting 2.4k per week for a quarter with a 50/50 ratio of X to S will definitely move the SP, particularly in conjunction with TE financial results. I think it's a slam dunk that both of these things happen be at the latest the Q1 ER, for TE financials. These two items impact this bottom line which has always moved the SP. <snip>
Back to my concerns that I expressed yesterday about DELIVERING 50% more vehicles in H2 vs H1...My reasoning...Service centers are already overloaded:
Tesla service level worse than Comcast | Tesla Motors
I agree with your Q1 limit, but right now the market is giving zero credibility to Tesla's statements. Which combined with the fact that Tesla hasn't been saying much about TE anyway , is why my outer limit is the Q1 ER.I have been using Q1 ER as my reasonable outside limit on when the market will start to "get it" on TE in a way that has a significant impact on SP.
But if needed, this could start to happen much earlier. All Tesla has to do is say:
I agree with your Q1 limit, but right now the market is giving zero credibility to Tesla's statements. Which combined with the fact that Tesla hasn't been saying much about TE anyway , is why my outer limit is the Q1 ER.
I think hitting 2.4k per week for a quarter with a 50/50 ratio of X to S will definitely move the SP, particularly in conjunction with TE financial results. I think it's a slam dunk that both of these things happen be at the latest the Q1 ER, for TE financials. These two items impact this bottom line which has always moved the SP. Additionally producing 2.4 MS-MX per week should reduce the fears that they can't produce roughly 3x the number of M3's by 2018.
I have been using Q1 ER as my reasonable outside limit on when the market will start to "get it" on TE in a way that has a significant impact on SP.
But if needed, this could start to happen much earlier. All Tesla has to do is say:
Elon has said that he expects TE revenues to roughly match TA revenue in the long run and grow even faster than TA. Concrete, credible information on the numbers and timeline over the next couple years could have a major impact on SP, even if some investors discount the information. Tesla is playing it close to the vest on TE so I don't expect this to start to happen until early 2017, but it could begin any time.
- we have X GWh or X $ of preorders for PP and PW,
- we project deliveries of X GWh or X $ of PP and PW in 2017
- capacity of GW stage 1 will be X starting in early 2017, which is sufficient to meet our projections
- we plan to build gigafactory phases 2-X on the following schedule, which we believe will allow TE to increase 100%+ in 2018 etc.
Any news on part 2 of the secret master plan yet?
Something for the Bulls and Bears: Valuation Expert Aswath Damodaran Weighs in on Tesla's Stock - Market Realist