mejojo
Active Member
This sounds like much more than an "eat my socks" guarantee....more like "dirty shorts" time?
Julian?
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This sounds like much more than an "eat my socks" guarantee....more like "dirty shorts" time?
Julian?
FredTMC
Model S VIN #4925
I just added him to ignore list as well. First person I've ever ignored.
Maybe we need a thread for people to say "Hey, he's first time I've ignored someone!" ;-) Like me too...
Hesitate to call a PT because it looks too good to be true. +$30 looks safe but so does +$60 with nothing to tell them apart or to say +$60 is any kind of a barrier.
Much nicer to be able to say SP will go up until or unless xyx occurs and we know when xyx is scheduled.
What we have now is a TU part of a DTU smorgasbord with cash at the outset of the TU part.
Shareholders meeting, GF unveil, nice looking Q2, meanwhile every bear argument of any note is now dead.
A Recently published survey of self identified EV and PHEV owners and prospective owners covering well over 1000 respondents (with non-owners strongly represented) basically shows circa 80% target market interest in Tesla products when including S&X as well as the M3, and a 60% level of importance of the Tesla Supercharger network when considering any plug in car. A higher % than that went to things like do you care for the environment to which nobody is going to say no. Lower on the list was the attraction of fuel cost savings. GM Bolt was exciting to 4-6% of respondents but it is not ruled out that 60% of that 4-6% answered that the SC network (or something like it) was a prerequisite to actually buy it when the time comes nor excludes the possibility that much of the remainder thought it was really important.
Nobody buys the idea that raising the price of a B-Class or Subcompact vehicle automatically makes into a C-Class or E-Class vehicle. At least not amongst car buyers. Some sellers (and hence bears) may differ in their opinion but that is irrelevant. Fuel savings matter so does home charging, so does acceleration and the flexibility to upgrade an EV"s battery in future. The latter puts a damper on numerous designs with integrated batteries, many of which have not even been launched - i.e. Designed for failure.
That pretty much sums up the competition which for Tesla just leaves execution which is now de-risked at least financially. As for supply chain risk, it's a fair bet that any supplier commenting that it is difficult to meet Tesla's pace has basically been deselected or was never approached. Panasonic petty much sets the tone - "we are at Tesla's beck and call with project finance money or anything else they need so long as we're not the bottleneck". I suspect the whole M3 supply chain generally feels the same way both regards the carrot as well as the stick: Screw this up just one little bit and we in-source your role forever and then instead of getting paid for doing a great job on time you can consider yourself deleted from the future of the automobile.
Hard to see where the SP limit is from here to Decenber 31st except on SP technicals which are always more vague.
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Here: Yes, subscribe me to this list.
It's a free email sign up from the above link, recommended. Insights are excellent.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
I think that link got me in to your profile Julian.
One should go to the cleantechnica homepage, scroll down a bit and on the right side of the page find the box pictured below to subscribe:
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MitchJi
Trying to learn kindness, patience & forgiveness
Welcome back Julian!
1. Integrated battery that can't be upgraded. Who's dumb enough to do that? Is that even legal in the U,S.?
2. The market clearly overpriced the execution risk. But what makes you think that's over?
3. Why do you think that the market has finished worrying about finances? Quite a few people on this forum seem to think that this is the first raise our of 3 or 4?
I agree that this was a bottom and I don't see any good reasons for the SP to go back down between now and December but I'm not sure that the market is smart enough to figure that out.
With finances an obstacle story does not matter. More promises just sound like more bills to pay. Markets over-emphasise the importance of money - both the presence and the presumed absence of it.
With finances not a near term obstacle Musk is free to unleash hell on the shorts and it will stick. Numerous occasions for that inbound plus hard results on Q2 to look forward to. Can resume anticipation of Q3 ATH bond raiser.
It is a reasonable assumption that GS is equally encouraged by the prospect.
One other important factor to the markets is Musk de-leveraging himself on the recent round. Musk's circular borrowings to buy TSLA stocks and vest TSLA options with lending backed by TSLA stocks was a vulnerability that is now effectively retired. It shouldn't matter but it does because it invited back room plotting to overthrow Musk with a vortex black swan of malicious shorting and margin calls.
Do you feel or think that there will be any SP pullbacks prior to Q2 in June?
Perfectlogic
Member
If you actually could predict short term movements with a very high chance of success the annualized return you would be able to make using options would be several hundred percent, at least. So either you are a billionaire hanging out on an internet forum putting lots of effort into sharing your insight that allows for better returns than anybody has seen over a long period of time without any comparison (10 times the returns of Warren Buffett), or you have just had a lucky streak or are cherrypicking predictions. I wonder which one it is.
Perfectlogic
Member
I have already posted more than once that I was very bullish for years on Tesla and owned shares until the X reveal last year. You guys just can't get anything right.
I'm thinking that Perfectlogic is really posting for visitors to this forum now, since regular forum members for the most part have lost interest in the debate. If a moderator could move recent demand-related discussions, both bullish and bearish posts, to the demand thread, then they would remove some of the incentive for the incessant postings of Perfectlogic.
Thanks mods.
Thanks mods.
There are army of people will keep debating with you regardless. I suggest you can stop arguing with them and come back only on quarterly base. The ultimate question is how come Tesla consistently miss quarterly/annual guidance while demand isn't a problem. It's been proved in 2014/2015 and 2016 Q1 so far.
Hi folks from an avid follower of this forum. Could someone please translate for me the acronyms DTU and PT? Is there an acronym dictionary for $TSLA somewhere?
Thanks in advance from NZ
Down then Up, Price Target.
LargeHamCollider
Battery cells != scalable
DTU, Down Then Up, one of a couple leading theories of TSLA price action from the last few months.Hi folks from an avid follower of this forum. Could someone please translate for me the acronyms DTU and PT? Is there an acronym dictionary for $TSLA somewhere?
Thanks in advance from NZ
PT, price target.
There are army of people defending TSLA for years, interpret everything of Tesla is positive and can't tolerate any negatives . Certainly their enthusasim is broken with stock price performance. LoL
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