Short-Term TSLA Price Movements - 2016

[Johan]

Exactly my thought! These factory workers don't buy new cars. they drive old pick up trucks.
Were they bro beaten to reserve one? Was it mandatory?
Were the Tesla executives who benefit from a stock pop limited to 2 as well?

This stinks like another rumor started by a TSLA long.

So in your opinion we have to be Realistic, because Valuation matters?

Of course the employee base of 15k didn't reserve 17k cars. But just watch the conference call for Q2 and wait until someone asks about Model 3 reservations, the answer to that won't be a rumor by some random redditor.

 

[austinEV]

So in your opinion we have to be Realistic, because Valuation matters?

Of course the employee base of 15k didn't reserve 17k cars. But just watch the conference call for Q2 and wait until someone asks about Model 3 reservations, the answer to that won't be a rumor by some random redditor.

The general public can have 2 reservations, why wouldn't employees? If you make ~77k, at the Tesla factory, you wouldn't want a 35k (25k after federal and state incentives) that is made at your factory? (5 year loan, 35k is $631/month). And, even if you were hesitant there would be a ton of peer pressure. I agree the source is fishy, but it doesn't seem impossible to me. Even if it is true, it doesn't really matter. It doesn't indicate a >100% uptake from CA citizens or anything. 17k internal reservations or 10k doesn't matter much in the end.

 

[drinkerofkoolaid]

Yawn. Thank you Devonshire for helping with the epic cup and handle. A retrace to $225 is possible before take off.

Devonshire uses a quote by Ghandi, then say Tesla's technology isn't competitive and is pure hype therefore the stock is guaranteed to fall? Why was this BS firm's view even reported? Slow news day?

 

[Julian Cox]

So in your opinion we have to be Realistic, because Valuation matters?

Of course the employee base of 15k didn't reserve 17k cars. But just watch the conference call for Q2 and wait until someone asks about Model 3 reservations, the answer to that won't be a rumor by some random redditor.

Um not so sure about the off course bit. Average age at Tesla is pretty young and they do like to hire people with college degrees which typically implies parents that could afford tuition - in addition to the fact the average wage at Tesla is ample for such a purchase, staff are generally really into what they are doing, probably rather not pull into the car park in a gas guzzler as opposed to a piece of automotive history for the ages that they have a hand in given the choice (lots of positive peer pressure at a guess) and on top of that the car is probably really f******g awesome.

 

[drinkerofkoolaid]

Here, have a good laugh

Devonshire Research Group, LLC

EDITED: Correct link

According to Whois.domaintools.com the website "launched" on March 10th 2016.

 

[Julian Cox]

Oh - the Devonshire thing is really beautiful - it's like a fractal array emanating from a false premise and expanding ever outwards in pretty graphs and colors. Someone spent some money on this piece of bear art - shame the artist chose to remain anonymous.

 

[ssq]

Yawn. Thank you Devonshire for helping with the epic cup and handle. A retrace to $225 is possible before take off.

Devonshire uses a quote by Ghandi, then say Tesla's technology isn't competitive and is pure hype therefore the stock is guaranteed to fall? Why was this BS firm's view even reported? Slow news day?

Devonshire quoted Ghandi... not sure who that is ??! Gandhi

 

[drinkerofkoolaid]

Just a guess. Devonshire might have been created by this person.

Matthew Stack (@surfhacker) • Instagram photos and videos

If this is the right Matthew Stack, I'm at a loss for words lol.

https://www.linkedin.com/in/mstack

I am an applied mathematician and computer hacker, turned technology and venture investor. I've filed 11 patents in the field of neuroscience, won several international hacking and cryptography contests, held investment positions in over two dozen seed and early stage tech companies, sat on boards of several early and mid stage tech companies, and have been written up in Wired, New York Times, Slashdot, Bloomberg for my military hardware and cyberwar hacking projects.

I advise several family offices and privately held investment firms on their technology investments, and sometimes act as an operating partner during technology buyouts and turnarounds.

In my spare time, I throw javelin, design and prototype ion propulsion engines, and program in Lisp, Clojure, x86 Assembly, and Mathematica.

This is his supposed role at "Lambda Prime Investment Fund"

High tech seed and early stage investment family office with investments in functional programming, data management algorithm development, and visualization technologies. Lambda Prime provides contract software and algorithm development for financial services, quantitative trading and private equity firms, Department of Defense and Armed Forces, and high tech firms.

Almost every company he lists himself as working for sounds like pure BS. None of them appear to have any references outside of his other companies. This stuff is hilarious and disgusting. This has to be very illegal. Who is this person lol?


XLP Capital Opens in Boston, MA and New York, NY | Business Wire

 

[Electrifying]

That XLP link

Just a guess. Devonshire might have been created by this person.

Matthew Stack (@surfhacker) • Instagram photos and videos
...


XLP Capital Opens in Boston, MA and New York, NY | Business Wire

At the bottom of this BS press release:

Matt has served as the Director of Computational Science at Mars Corporation and as a Partner at 3LP – a Boston-based elite Intellectual Property advisory firm.

I have a bad feeling about this Matt/Mark hit men pair, they look like patent trolls and I fear they will launch patent infringement law suits against Tesla.

 

[Curt Renz]

I’ve been a Tesla shareholder for over three years, but today for the first time saw on the road what I was aware was a Model S. Chicagoland isn’t California. I gave the driver a thumbs-up.

This morning I was shopping for a home in Lake County, Illinois, then in the afternoon visited the Highland Park Tesla store/service center/superchargers and took a test drive in a Model S loaded with the works. WOW!!!!

I still can’t own one because I live in a high-rise and park in a municipal garage across the street with no charging outlets. But that may change soon if I buy a home with its own garage.

My Tesla product specialist Josh took me on a test drive and provided much good information. He said there are about 40 employees at the Highland Park facility and most of them, including Josh, have reservations for a Model 3, while a couple of them own Model S's.

That store won’t open until noon CDT on March 31st to keep in sync with all Tesla stores on the day that Model 3 reservations are accepted. Josh indicated that they’re expecting a crowd. I’ll be among them. He said they’re expecting even more people at the Old Orchard Mall in fairly nearby Skokie. He told me that more cars are sold at the Highland Park store on the ritzy North Shore, but more people visit the other store in a mall.

CNBC’s auto industry reporter Phil LeBeau is based in Chicago. He occasionally reports from outside the Tesla Highland Park store. Since I’ll be in the queue outside the door at noon, I’ll be happy to answer any questions he has if he sticks a microphone in my face.

 

[madodel]

According to Whois.domaintools.com the website "launched" on March 10th 2016.

Yeah that's not suspect at all. ;-) And yet the shorts, shills and trolls use this to beat down the SP. This reminds me so much of a certain stock that equally slimy critters used to manipulate.

 

[drinkerofkoolaid]

That XLP link


At the bottom of this BS press release:

Matt has served as the Director of Computational Science at Mars Corporation and as a Partner at 3LP – a Boston-based elite Intellectual Property advisory firm.

I have a bad feeling about this Matt/Mark hit men pair, they look like patent trolls and I fear they will launch patent infringement law suits against Tesla.

I don't think Tesla has anything to worry about. These guys sound more like professional BS artists than professional patent trolls.

They sounds like the type of people who might successfully convince shill and naive companies to pay them for consulting gigs. They've created enough fictional companies and references to look potentially legit, until you realize they are basically writing BS and citing themselves. At least that's what it looks like.

While at 3LP, Mark co-authored The Invisible Edge: Taking Your Strategy to the Next Level Using Intellectual Property (Portfolio, 2009), which was named Best Strategy Book in 2009 by a leading business journal. He has been named one of “The World’s Leading IP Strategists” by IAM Magazine.

 

[Tenable]

I still can’t own one because I live in a high-rise and park in a municipal garage across the street with no charging outlets. But that may change soon if I buy a home with its own garage.

Curt, I live in a high rise as well. With a few months of prodding they installed plugs (on their dime) for me to charge my car. Even better, they did not meter the plug, so the electricity is at no cost to me. Most buildings, especially high end buildings are aware of the move toward electrification, they do not want to end up with fewer amenities than competing buildings. Compared to the cost of infinity pools and high end weight centers, a couple of plugs is a very cost effective way to keep tenants / owners happy.

 

[roblab]

Julian. As someone who loves pretty much everything you post, I have to disagree with the tone here, if perhaps not the sentiment. As investors we want the company to do what is best for it. As people that believe in the mission, we want the company to do what is best for it. However, a customer that pays handsomely for a Model X, very likely after demonstrating a lot of patience in waiting to get it.. well, they deserve a flawless product and the Tesla service experience owners have come to know and love.

I think the argument is, that being innovative is not an excuse for delivering an unfinished product. It certainly is no excuse for poor communication. I think we all agree with this. As owners and investors we understand our challenges. We should not expect our customers to be as understanding.

I love my Model S, I've had to take it in several times for minor issues. Would I consider getting rid of it for an S class with massaging seats.. well I do miss massaging seats. But no, I certainly would not.

Flawless product??? What parallel universe do you live in? There is no such thing. A person buying an X is being only slightly unrealistic to think he should have no problems. Service Centers exist to help fix things that weren't caught at the factory. That's how it works.

For you to insist that an owner should expect perfection is deliberately wrong. If you think you are doing a service to the Tesla Community, let me help inform you that you are simply driving the stock down, and many of us think there is a reason you are doing that: follow the money.

 

[The Blue Owl]

If you think you are doing a service to the Tesla Community, let me help inform you that you are simply driving the stock down, and many of us think there is a reason you are doing that: follow the money.

Many of us don't.

Yes, it is unrealistic to expect perfect products. But one can have unrealistic expectations in good faith.

 

[roblab]

What bro has the power to browbeat someone into reserving a Tesla?

Average Tesla factory worker makes $77k/yr as of 2014.

Don't know anyone that make that much money drive old pickups, other than fully restored ones.

Some stereotype of a factory worker from the Rust Belt has no bearing on a Tesla factory worker in Northern California.

Interestingly enough, I was making $77K per year when I bought my Signature 3 1/2 years ago. I have never owned or driven an "old pickup".

 

[Tenable]

Flawless product??? What parallel universe do you live in? There is no such thing. A person buying an X is being only slightly unrealistic to think he should have no problems. Service Centers exist to help fix things that weren't caught at the factory. That's how it works.

For you to insist that an owner should expect perfection is deliberately wrong. If you think you are doing a service to the Tesla Community, let me help inform you that you are simply driving the stock down, and many of us think there is a reason you are doing that: follow the money.

LOL! Rob, I own TSLA shares long, I have TSLA calls and sold puts. Not that I really need to justify my statements in the face of such a ridiculous extrapolation of my words. Thank you for the laugh, after the pullback today, I needed it.

 

[Curt Renz]

Curt, I live in a high rise as well. With a few months of prodding they installed plugs (on their dime) for me to charge my car. Even better, they did not meter the plug, so the electricity is at no cost to me. Most buildings, especially high end buildings are aware of the move toward electrification, they do not want to end up with fewer amenities than competing buildings. Compared to the cost of infinity pools and high end weight centers, a couple of plugs is a very cost effective way to keep tenants / owners happy.

Thanks for the encouragement, but our parking garage is owned by the village (pop. 75,000), not the REIT that owns our building. I've spoken with our mayor, village manager and public works department manager. It's a chicken and egg thing (which comes first?) They are reluctant to install charging outlets until more of us who use the garage own electric cars. But none of us are going to buy electric cars until the village installs charging outlets. I contacted Tesla's national manager in charge of setting up charging stations. He was appalled by a map he sent me of all types of car charging outlets in northwestern Chicagoland, which provided evidence of a "charging desert" in my village of Arlington Heights.

 

[roblab]

The general public can have 2 reservations, why wouldn't employees? If you make ~77k, at the Tesla factory, you wouldn't want a 35k (25k after federal and state incentives) that is made at your factory? (5 year loan, 35k is $631/month). And, even if you were hesitant there would be a ton of peer pressure. I agree the source is fishy, but it doesn't seem impossible to me. Even if it is true, it doesn't really matter. It doesn't indicate a >100% uptake from CA citizens or anything. 17k internal reservations or 10k doesn't matter much in the end.

AND, if I were an employee, why wouldn't I think being at the head of the line wouldn't allow me to order two, to sell to someone who might have to wait another two years? At a profit? I suspect this resell option has been discussed by Tesla employees.

 

[roblab]

LOL! Rob, I own TSLA shares long, I have TSLA calls and sold puts. Not that I really need to justify my statements in the face of such a ridiculous extrapolation of my words. Thank you for the laugh, after the pullback today, I needed it.

You're the one who said they "deserve a flawless product". That made ME laugh. Thanks to you, too.