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dang that was fast...
Well I am surprised the S refresh isn't a winner in terms of news, but I need to repeat the mantra that the market doesn't care about product changes...
Short term: was bullish in hopes of a cap raise from the call-- didn't happen so now neutral
Medium term: Bearish. Q1 will be bad and there is not a lot of reason to be in the stock between now and then (anymore)
Long term: Super bullish. I will be all in sometime prior to the Q2 ER, but when I am not sure.
I think we had some model 3 euphoria running us up last 2 weeks that is (IMO) done now. I see us range bound or sagging slightly for a few months. No real reason to get out, no real reason to get in.
Edit: I bailed on my weekly calls for a small loss-- snatching defeat from the jaws of victory.
Short term: was bullish in hopes of a cap raise from the call-- didn't happen so now neutral
Medium term: Bearish. Q1 will be bad and there is not a lot of reason to be in the stock between now and then (anymore)
Long term: Super bullish. I will be all in sometime prior to the Q2 ER, but when I am not sure.
I think we had some model 3 euphoria running us up last 2 weeks that is (IMO) done now. I see us range bound or sagging slightly for a few months. No real reason to get out, no real reason to get in.
Edit: I bailed on my weekly calls for a small loss-- snatching defeat from the jaws of victory.
Ulmo
Active Member
Ok, the product as produced isn't perfect, so a perfect-rating needs a slight derating. But, they're fixing it, which cannot be said for a lot of the other car companies out there. This is a positive, even though on the stock price side it is a negative. That's rather counterintuitive. On the stock side, if Tesla keeps delivering safe vehicles, this is a confirmation of the long-side stock being a better value than a company that makes less safe cars, and that should show through. (Question is whether it's already priced in.) So, the short term and the long term almost opposite reactions? Or is this only a short term thing?
JRP3
Hyperactive Member
Is that a real thing? I haven't seen any actual reports of a S refreshed announced by Tesla.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Model X seat issue will be paid for in full by seat supplier. Knowing this, the market has decided that an issue which will cost Tesla nothing is worth ~800 million worth of market cap, or ~300k per broken car seat...I wonder if the valuation people will complain? Since this is the sort of thing that matters to them after all...
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I think much of the hike was spawned by the whole "buy the rumor" mindset.
erha
Member
JRP3
Hyperactive Member
dennis
Model S Plaid
Last week we received evidence from the Model X threads that there was an issue with the 3rd row of seats. It always pays to browse these threads to get a reality check on how well the vehicles are moving through the production process. The good news is that we now understand why there was a delay in deliveries of X recently, and the production line should be moving at regular speed now.
I'm curious when the fault was discovered. I think this is one of the "critical parts shortage" that was referred to in the 4/4 vehicle delivery report that slowed Model X ramp deliveries in Jan and Feb.
"The root causes of the parts shortages were: Tesla's hubris in adding far too much new technology to the Model X in version 1, insufficient supplier capability validation, ..."
"The root causes of the parts shortages were: Tesla's hubris in adding far too much new technology to the Model X in version 1, insufficient supplier capability validation, ..."
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