Short-Term TSLA Price Movements - 2016

[SunCatcher]

Elon's late with delivery on something he said he'd do? Wow, never saw that coming! (Rolls eyes).
Big deal. Let the man sleep. After such a busy week, culminating in a rocket launch and landing, the poor guy probably hit his head on the factory floor while falling into his sleeping bag at 3am this morning.
Have a couple cups of java Elon, and when you're ready, let us know. Good man.

 

[tanner]

wow. We have lift-off! That's a pretty steep rise over the past 45mins!

Keep it coming! Granted there's some pullback now.

 

[30seconds]

The tweets on working to upgrade the Autopilot via software were pretty awesome.

Meanwhile does anyone know which cars update even their navigation maps w/o going to dealer?

 

[austinEV]

I think it is still in his head.

Attn: Fremont Factory Employees - could someone who doesn't really need his/her job please go to the sleeping bag at the end of the line and wake Elon up and ask him where the Secret Master Plan Part Deux is? Thx in advance.

Mike

Secret Master Plan 2: "Get the hell away from me and you're fired"

 

[Gerardf]

TSLA and SCTY in sync, but very similar pattern for GM and F as well (TSLA, SCTY, GM, F)

 

[tanner]

225.2 is the immediate resistance to watch for. we need to break past it for another run-up.

 

[pGo]

Anyone knows what is tax equity funds and how does it work.

 

[farzyness]

225.2 is the immediate resistance to watch for. we need to break past it for another run-up.

Well - looks like we broke it. Leg #2?

 

[andrerodpt]

Here's wondering if Elon shouldn't wait for the closing bell to reveal the Master Plan Part 2...

 

[30seconds]

Anyone knows what is tax equity funds and how does it work.

Part of solar incentives are tax credits that flow to the owner of the system. Solarcity sells an equity interest in the leased systems they install in return for these tax credits.

Tax equity funds are bought by investors with specific tax issues that makes these credits usable.

 

[racer26]

Here's wondering if Elon shouldn't wait for the closing bell to reveal the Master Plan Part 2...

I'm not sure it matters. If its gonna be good, it'll be good, if its bad for SP, it'll be bad.

 

[Curt Renz]

EDIT: Nicole informs me by tweet that this includes short sales.

 

[farzyness]

Could someone ELI5 how this impacts $TSLA?

 

[CALGARYARSENAL]

Whatever happens don't sell a rally too soon. In this bullish market it could last weeks.

 

[Curt Renz]

Could someone ELI5 how this impacts $TSLA?

The initial impact would have been last week. It could have accounted for some of the downward pressure on the shares of those stocks. Those sellers now become potential buyers.

 

[Gerardf]

As SCTY finances is now also relevant to TSLA SP :

Solar power provider SolarCity Corp. said Monday it had raised $345 million to fund new solar projects.
The financing, which came from four partners in June and July, will cover the capital cost of new equipment and installations.
In addition to the new funds, the company also added $110 million and two new lenders to its debt facility, which is now is $760 million.

SOurce: SolarCity Raises $345 Million for New Solar Projects

SCTY up 3,67 % now (almost at $ 26)

Edit: Might this reduce the need for a bridge loan ?

 

[MitchJi]

My guess is the 100D is one of the demand levers that Tesla has available but hasn't needed to pull.

Just like how the 90 replaced the 85, I think Tesla has better chemistry ready (or near ready) but since it's more expensive they won't introduce it until it's needed. This chemistry is probably another 7% improvement, so the 100D might really be a ~97.

I suspect Tesla is using the 60 to sell out Q3, and they'll use the new 100 to sell out Q4. The 60 comes first because it's using cheaper current gen-battery technology before the 100 ushers in the next-gen chemistry.

I wouldn't be surprised if Tesla replaces their entire lineup of 60/75/90 packs with new 65/80/100 packs sometime around the end of the Q3. If they're hurting for sales they'll do this at no charge (much like when Apple refreshes their lineup), whereas if they are more confident in demand then we might see prices rise a few grand.

A major reason for the introduction of new cell chemistries is that they are normally cheaper to produce per kWh than existing cells.

Manufacturers normally sell their newest cells, at retail at a higher price, but I believe that Tesla's prices are based on the production costs.

 

[CALGARYARSENAL]

Justin Pulitzer on Twitter

 

[CALGARYARSENAL]

If Justin Pullitzer says the squeeze is in if we stick 227.50 and hold, there is no doubt in my mind it will happen. He is superb with the charts.

 

[racer26]

If Justin Pullitzer says the squeeze is in if we stick 227.50 and hold, there is no doubt in my mind it will happen. He is superb with the charts.

Looking like some resistance around 226. We seem to be bouncing off of that area.