I am of the opinion that no significant movement will happen until the delivery numbers are revealed in early October. On top of that, the merger has added anxiety to EM/TM. Anxiety normally does not translate into significant upward price movement.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
I am of the opinion that no significant movement will happen until the delivery numbers are revealed in early October. On top of that, the merger has added anxiety to EM/TM. Anxiety normally does not translate into significant upward price movement.
Ulmo
Active Member
Or: "M3 disappoints: everything is as expected, and there are no unexpected things."
This is a standard counter-information/distraction/propaganda/FUD campaign by interests who stand to lose money as Tesla continues to succeed. They will keep it up until there is positive news that overwhelms their ability to dominate the amateur "news" sites that get hits, at which point they will have covered short positions, and will save up more negative ammo for later. When this happens is anybody's guess. I'm guessing that once it becomes clear to retail investors that there is a huge bottom line upside surprise coming in Q3, and that the SCTY merger will conclude successfully, it will be too late for shorts to cover. So they are doing it now, under cover of some very well-placed fake articles.
larmor
Active Member
Market really wanted cats with laser beams, and youtube videos of said cats.
or "M3 disappoints: Can't beat McLaren performance, apples chooses McLaren in EV race".
mmd
Active Member
How can you tell the rate of sales with a single observation? What were these numbers 1 day or 2 days ago? A week ago?
Also, if you are checking the online inventory, that is only a fraction of the total inventory.
Apple buying Tesla has been a favorite speculation on this forum, and the subject of many Tesla articles.
Last edited:
dmckinstry
Model X 2019
Well, I can usually see cars that are four or more cars ahead, but rarely cars that are just in front of the car ahead of me. I drive the Model S, and there are a lot of SUVs and Pickups on the road. Many are driving within two or three car lengths apart.
I can understand the market reaction to Tesla with Apple wanting to buy Maclaren. Tesla is a natural fit for Apple that is wanting to eventually build autonomous electric vehicles. The fact that Apple - with effectively all the money in the world would not consider Tesla will be making the market worried.
Ironically Tesla has much to gain with Apple as a competitor, as I think Apple will significantly grow the market appetite for EVs that will ultimately benefit Tesla.
I also think if the SolarCity merger was not in the frame then we would be hearing of an investment, or ownership stake in Tesla by Apple at this very moment.
Ironically Tesla has much to gain with Apple as a competitor, as I think Apple will significantly grow the market appetite for EVs that will ultimately benefit Tesla.
I also think if the SolarCity merger was not in the frame then we would be hearing of an investment, or ownership stake in Tesla by Apple at this very moment.
Last edited:
I have many Apple products, many, but no way do I want them to get anywhere near TSLA. Apple have lost all spirit of innovation since Jobs died, they're running off his legacy still, nothing new at all.
MitchJi
Trying to learn kindness, patience & forgiveness
We could trust the Motley Fool article that said when they saw the line the ratio was 50/50.
Last quarter they had 5k undelivered. Beginning to look like to me that they were intentionally setting up Q3 for a blowout quarter.
I re-watched the iPhone keynote recently, now that was a game-changer. Don't bother with them any more, they bore me to tears.
I disagree about the first part. The overwhelming sentiment on this board was disinterest in being bought by Apple. If anything the sentiment is puzzlement over the large number of articles about the idea, which is large. I think that can be explained by the draw to combine the two companies in an article and get clicks.
MitchJi
Trying to learn kindness, patience & forgiveness
CNBC analyst mentioned that Apple wants to control the entire ecosystem. Selling cars in Apple stores. They could try to get permission to sell McClaren's in Apple Stores.
3Victoria
Active Member
Tesla "put down the pencils", so they should be good ;-)
I've been shopping the new inventory for weeks, the cars I have desired move quickly. They hardly
Last beyond a few days.
Either the kWh size or color or options that I desire. Does that satisfy your point, I better
ask you for permission next time.
And people think there are no synergies with the SCTY deal?
Selling McLarens in an Apple store makes 0 sense whatsoever. What on earth are they thinking?
3Victoria
Active Member
The McLaren is their new charging station for iPhones?
What I don't get is there are all these signs of a huge blowout quarter and I don't know what people are thinking. I guess lower margins because of the 60D and/or heavily discounted 75D? The doubts over the SCTY merger? I doubt we'll see lower margins. Getting out of production hell with Model X will cause a significant improvement in COGS. Also, simply running the production line at full tilt will improve COGS since the same number of people will produce more cars. I personally think we can see a small uptick in GM *despite* heavy discounting. I feel this is a good time to make short term bets. There are lots of reasons to do so and the price is just gettng lower. I'm in significantly now and will add on 9/30 before the delivery announcement and then if that goes well but doesn't move the stock much I'll also bet on the Q3 ER. Of course I'm only doing this with money I can lose.
- Status
Similar threads
- Locked
