Short-Term TSLA Price Movements - 2016

[JRP3]

Meaning what, mejojo?

Probably a shot at Texas not allowing Tesla sales.

 

[Julian Cox]

http://seekingalpha.com/article/3959510-tesla-suckers-bet?

Oh here is short exasperation as high comedy if ever I saw it.

Just a hint to its author: The reason why the historical average returns in the legacy car industry sucks so badly is because it ended up with all the engineering, competitive and manufacturing risks of providing a transport solution while the dealers, oil industry and taxi services made off with almost all of the money.

Tesla is executing its way towards consolidating the whole lot at a price point none of them can compete with.

 

[schonelucht]

Going to need a source/link/something on that, pls and tx.

See here for an English language report. Read from this post on in the rest of the thread for more in depth technical discussion and further sources A Model S caught fire while supercharging in Norway (link in Norwegian)

 

[BobSk]

What are people expecting for Q1 delivery? Will a delivery miss derail the rally?
Here is the latest CVRP status updated Mar 7th. 587 in January, 196 in February. Both lower than 2015 yoy.
CVRP Rebate Statistics

View attachment 167578

I was also hoping to hear back from anticitizen on Model X prep time, to figure out if a huge delivery is practically possible in March. Model 3 reservation preparation seems to add extra headache this quarter end.

I don't think the Q1 delivery matters that much. The market looks forward. If the Model X ramp gets confirmed, we will anticipate a huge Q2 and a great full year. We know model 3 reservation will be a huge number. There is a large group of investors on Tesla that consider themselves permanent bull. This group collectively has unlimited amount of money (through trading and dividend on other stocks). They keep adding regardless of the short term movement. I am ready to add another large chunk, pullbacks would be great, I don't bet on that. Eventually all shares will fall into this groups' hands. I don't know how will shorts cover.

 

[SBenson]

Can anyone provide a summary of X delivery situation? Any guesses on what volume it is shipping at?

 

[Julian Cox]

BTW reports of Uber setting out to buy 100,000 autonomous Merecedes S Class signals the end of Uber as a Unicorn and possibly the beginning of the end of Uber.

This is a classic mistake on the part of Kalanik - Failure to understand what business he is actually in / buying his own BS.

Uber is not the disruptive hardware as a service company (HAAS) that Kalanik says it is. Uber is a bring your own device (BYOD) labor exchange.

By alienating the BYOD labor supply Uber has no significant value-add that it can charge money for and by buying hardware from third parties, no longer is it a Napster of automotive, it's just a car rental company - one that Mercedes can disintermediate in a heartbeat and Tesla can wipe out with fleets of autonomous EVs and a network of charges and service centers that cost next to nothing to operate per mile - i.e. total cost of fleet ownership less than the gasoline alone required to operate the Mercedes.

 

[geneclean55]

I wonder if the dramatic come-back in TSLA price will become a news story in its own right that will entice new buyers? Perhaps retail investors who aren't savvy to the company but are paying more attention due to model 3 news

 

[farzyness]

I think this thing goes to $238 today with no resistance.

 

[geneclean55]

Better volume today so far I think?

 

[30seconds]

So tesla will be giving rides in the Model3 at the event on the 31st. I wonder what that means for design of production equipment and ramp

 

[sub]

starting to feel like 2013 around here again, no poetry please.

 

[ggr]

So tesla will be giving rides in the Model3 at the event on the 31st. I wonder what that means for design of production equipment and ramp

The way I read it was: rides will only be for the press, not everyone.

 

[Yggdrasill]

Test rides is very positive, though. That means they have a number of working prototypes with near production quality interiors.

Certainly puts the "only pictures" FUD to rest.

 

[Tslynk67]

I think this thing goes to $238 today with no resistance.

I had $240 in mind this morning looking at the pre-market...

 

[uselesslogin]

So tesla will be giving rides in the Model3 at the event on the 31st. I wonder what that means for design of production equipment and ramp

Well didn't they give rides at the X unveiling in 2012?

 

[hershey101]

Looks like no one is selling up here... We have gone up ~$40 (20%) on barely any volume

 

[Citizen-T]

Looks like no one is selling up here... We have gone up ~$40 (20%) on barely any volume

I'm selling. I'm almost completely out of the calls I added during the first month or so of the year. Will soon be back to just my core position.

 

[FredTMC]

Looks like no one is selling up here... We have gone up ~$40 (20%) on barely any volume

I think we've seen some slow orderly short covering up to this point. Seems like it may be switching into second gear today. Certainly not a squeeze "panic" yet.

At HOD now $233.79

 

[hershey101]

Yay Citizen-T is being a good citizen I sold a bunch yesterday, knowing I would leave quite a bit of money on the table (and I did). But I would look a lot smarter if we opened in the red and reverted yesterday's gain lol

 

[Johan]

I'm selling. I'm almost completely out of the calls I added during the first month or so of the year. Will soon be back to just my core position.

Me too. Exiting part of my Jun16 210 call position here, bougt early this year, now up to 300% and getting deeper ITM. Will hold part of it a bit further but likely exit completely before the 31st. (Referring to the June 2016 call position here)