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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.
"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)
More likely the sentiment is reflecting overall market reaction to the uncertain earning season overall, rather than being Tesla-centric.Seems like market sentiment is for an ugly ER. Sell the rumor, buy the news?
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.More likely the sentiment is reflecting overall market reaction to the uncertain earning season overall, rather than being Tesla-centric.
Seems like market sentiment is for an ugly ER. Sell the rumor, buy the news?
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...
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.
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.
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 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.
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.