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Short-Term TSLA Price Movements - 2016

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This pedestrian noise unit nonsense is so ridiculous. I really really hope it's like the Volt's second "chirp" horn and not constant-on like the Fisker sound. The car has a motor, and you can already hear it if you're paying attention, and if you're not paying attention you're not going to suddenly pay attention to a cacophony of random ridiculous sounds individually chosen by each manufacturer and none of them actually sounding like anything an inattentive pedestrian needs to jump out of the way of anyway.

Meanwhile, cars with start-stop won't be required to install them as far as I'm aware despite being *more* silent than EVs (the AC turns off when start-stop happens, whereas the EV's AC would still be running, and also there is technology which allows start-stop cars to coast with the engine off), cars with particularly quiet engines which is what everything has been moving towards in recent years won't be required to install them, cars with engines quieter than the ambient noise levels in whatever environment they're in won't be required to install them, etc.

And instead of lowering noise pollution, which is a huge health risk (Health effects from noise - Wikipedia, the free encyclopedia , Noise pollution: non-auditory effects on health), we'll be not only adding to it but making it more cacophonous. Meanwhile, maybe if we kicked some noisy ICE cars off the road and stopped them from deafening our populace and giving people heart attacks from stress (real thing! see links above!), the outside world would be quiet enough to hear the EVs in the first place without any extra dumb noises added.

If the "pedestrian noise unit" is always-on, or automatically activated at low speeds, then I guess I'll be figuring out which wire to snip or fuse to remove to deactivate it, or otherwise not buying the 3 and sticking with my Roadster or another pre-noise-unit EV permanently. Tesla should refuse as long as they can to play these stupid games, and if the government eventually requires it, Tesla should find any possible way of weaseling out with whichever loopholes possible (they keep pushing back the regulation anyway, so I don't understand why Tesla would implement this dumb thing before being required to do so). This is so freaking dumb. I really hope this rant was totally unnecessary and it's just a Volt "chirp" second-horn type thing.
 
Trifocal cameras are necessary for the next generation of Mobileye. Much wider field of vision. It will interesting to see if the new S also has either four corner radar units or the wiring harnesses for an easy retrofit.

I would think, but could be wrong, that a refreshed S would have the ability (or 'easy retrofit) to be able to utilize the next generation of Mobileye for the next generation of AP.
 
The 75kwh battery is a really intelligent improvement for the Model X (vs. a 70 battery), but the upgrade from a 70 to a 75 kwh battery in an S is a ho-hum moment for most Model S buyers because the 70kwh battery already offers 240 miles range, which is really the sweet spot for economy long-distance travel in the U.S. between superchargers at the moment. For this reason I don't see much effect the 75kwh battery will have upon S sales and therefore upon the stock price.

I think that the effect of the switch to 75kWh battery is not in increase of the sales, but increase of the gross margin on the low end by at least 2%. (consider $3K price increase vs. 5kWh X $190/kWh = $950 cost). This can't possibly be a bad piece of news...
 
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... and the sell-off continues in pre-market. Oh well, DTU it is I suppose. Or perhaps following the ER, should Elon et. al. choose to hold their main positive catalysts close to the chest (save them for later) we might see a DTMDTEU scenario. (Down then more down then eventually up scenario).
 
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"New Tesla Model S Has 2nd Triple Cam For Autopilot & Pedestrian Noise Unit (CleanTechnica Exclusive)"

New Tesla Model S Has 2nd Triple Cam For Autopilot & Pedestrian Noise Unit (CleanTechnica Exclusive)

Oh man - stop it already. Boom -Autopilot 2 hardware shipping!

Anyone trying to make a buck on Model S and Model X demand concerns from here on out just got it handed to them.

Weeeeeeeeee

(Patience......)

Stock won't react massively until Tesla can answer the question of how it can afford its plans and make money from operations but this is just another giant tick in all the right boxes when they do confirm exactly that later in the year.
 
Seems like market sentiment is for an ugly ER. Sell the rumor, buy the news?

Personally I don't think so. More like sell on the rumour sell on the news too. Even if the stock does rise on the news, it will be I think a lucky escape at best - possibly a steady relief rally if it's not completely terrible by the numbers. There is no opportunity I can see for a perfect storm short squeeze trigger here. This speaks to a poor reward profile for taking the risk of going long through this one.

I think the market is waiting on cash flows and profits and some credible plan of how Tesla will pay for its incredible plans. I think we will just get more incredible plans on this ER and not what the market wants to hear about affording them.

Often times the market displays obstinacy about the very reason for its own existence. The existence of ancient dividend stocks in a sector like automotive will do that to people.

The purpose of the market is to advance capital to companies in return for a share of likely profits at a later date while confering liquidity on share holdings. Elon has made it perfectly clear that shareholder profit payday of this venture is the 2020 to 2025+ timeframe.

OMG no profits yet is irrational and so is OMG a sniff of profits come early too. Better to trade the irrationality than be the irrational IMO.
 
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I think that the effect of the switch to 75kWh battery is not in increase of the sales, but increase of the gross margin on the low end by at least 2%. (consider $3K price increase vs. 5kWh X $190/kWh = $950 cost). This can't possibly be a bad piece of news...

The move to 75 also pushes the S a bit upmarket from the coming Model 3, further killing the already unlikely bear argument of Osborne effect from the 3. Additionally, it narrows the spread between the low and high end S, which may signal a 100 reveal sooner rather than later.
 
Share price post earnings:
Earnings miss and they front end load expenses now.
Projections on target for 2016 and start projecting minimum TE
Refreshed Model S wth 75-100 version
New auto-pilot 2.0
Model 3 earlier 2017
China plant by end of 2017
Will the projections offset the earnings?
 
Personally I don't think so. More like sell on the rumour sell on the news too. Even if the stock does rise on the news, it will be I think a lucky escape at best - possibly a steady relief rally if it's not completely terrible by the numbers. There is no opportunity I can see for a perfect storm short squeeze trigger here. This speaks to a poor reward profile for taking the risk of going long through this one.

I think the market is waiting on cash flows and profits and some credible plan of how Tesla will pay for its incredible plans. I think we will just get more incredible plans on this ER and not what the market wants to hear about affording them.

Often times the market displays obstinacy about the very reason for its own existence. The existence of ancient dividend stocks in a sector like automotive will do that to people.

The purpose of the market is to advance capital to companies in return for a share of likely profits at a later date while confering liquidity on share holdings. Elon has made it perfectly clear that shareholder profit payday of this venture is the 2020 to 2025+ timeframe.

OMG no profits yet is irrational and so is OMG a sniff of profits come early too. Better to trade the irrationality than be the irrational IMO.

Caveat Emptor. This is a short term trading thread which essentially speaks about timing the market and seeking the closest approximation to a high probability of holding a winning hand in advance of share price movements. Long term holders should probably just hold and if possible accumulate on dips. It is technically within Tesla's power to lay a white swan on the market at any time. For example if they announce on ER that China has bid $30 billion for a new factory and gigafactory combo and ground breaking commences next month then it's sayonara for counting cards at this casino and the buy and hold boys win - which is after all the crowd that Elon is actually playing to.

This by the way is why I sit on a buy, hold and accumulate position and only come out to play with calls on what I consider to be very obvious setups. This Q1 ER is non-tradable in my view, at least not for my appetite.
 
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I don't want to dislike your comment, but a disagree button would be perfect. Bad earnings is anticipated. Buy the news is the big question.
My comment was about uncertainty regarding the earnings season as a whole and market being glittery about it, dragging TSLA down yesterday and pre-market today.

I do not disagree that the big question is whether there will be good news in the actual Tesla ER.
 
I agree.
But there might just as well be a black swan at anytime. E.g. Elon leaves TM to dedicate his efforts elsewhere, considering the job done.

Yes but what you say is nonsense. What you are referring to is well beyond the bounds of judgement and deep into the realms of luck. I think there needs to be an outer perimeter of a rational discussion when discussing shares that is accepting of extreme outriders beyond that perimeter like asteroid strikes and Elon abandoning his companies mid victory.
 
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