Short-Term TSLA Price Movements - 2016

[BornToFly]

MP2 will, in addition to laying out Telsa Energy/Solar, hopefully talk about models beyond Model 3, such as the long rumored pickup truck.....

 

[MitchJi]

I consider Elon's behavior to be very poor form. It's not like the rocket launch unexpectedly just came up! He has a very poor handle on his schedule and is doing a terrible job managing expectations. Stock doesn't care for whatever reason (but it might simply be a technical reason than a fundamental strengthening belief in the story). Really does not bode for Model 3 launch or ramp. This behavior of missing publicly announced high profile deadlines has became a total habit.

I'm expecting a squeeze of sorts to happen. I'm most certainly going to lighten up into the squeeze. He wont be delivering a trillion dollar market-cap in 10 years with these sorts of misses big and small.

This is a classically foolish post. He's has an extremely busy schedule, so he's late on his blog post, which is understandable to most people. Taking AP related calls with Bosch and traveling cross country and returning from a major SpaceX launch, and you think he should be more concerned with meeting his scheduled blog post date than getting the post correct or taking care of himself?

There's no way that this is even possibly relevant to the M3 launch!

Also you don't want to lighten up into a squeeze but near the peak of the squeeze, in other words out of a squeeze.

His latest tweet:
Elon Musk on Twitter

Working on AP and M3 today, then planning to pull an all nighter working on the SMP.

 

[DrJohnM]

Is a Tweet considered a formal announcement these days? Perhaps bad form, but EM is not too concerned about the daily stock price and is not a traditionalist. Also Tesla does have some recent excellent hires that are responsible for production.

IIRC,Twitter (social media) is allowed under SEC Regulation Fair Disclosure rules (2013 - SEC says social media OK for company announcements if investors are alerted)

 

[CButterK]

No SMPP2 today...

So you all are relieved of minutely refreshing duties till 12:01AM tomorrow...

Elon Musk on Twitter

 

[esk8mw]

Latest tweet says he is working on AP/M3 today then pulling an all-nighter to do the Master Plan.

 

[MissAutobahn]

MP2 will, in addition to laying out Telsa Energy/Solar, hopefully talk about models beyond Model 3, such as the long rumored pickup truck.....

It could be the reveal of S3XYC4R in ten years.

Model S
Model 3
Model X
Model Y
Model C(argo)
Model 4(anyone to rent - driverless taxi)
Model R(oadster)

 

[Gerasimental]

I like how it's gone from 'Master Plan' to 'master (produce) plan' to 'master product plan'. Hope he gets it checked if he's writing it on an all-nighter. He'll need lots of crack.

 

[Krugerrand]

Latest tweet says he is working on AP/M3 today then pulling an all-nighter to do the Master Plan.

Terrible form. It's not like AP and M3 just came up. Poor time management. Totally should have his head on a stick.

 

[SBenson]

This is a classically foolish post. He's has an extremely busy schedule, so he's late on his blog post, which is understandable to most people. Taking AP related calls with Bosch and traveling cross country and returning from a major SpaceX launch, and you think he should be more concerned with meeting his scheduled blog post date than getting the post correct or taking care of himself?

There's no way that this is even possibly relevant to the M3 launch!

Also you don't want to lighten up into a squeeze but near the peak of the squeeze, in other words out of a squeeze.

His latest tweet:
Elon Musk on Twitter

So he didn't know that he had a busy schedule ahead of him before making a proclamation that the plan will be posted last week?

You seem to get easily caught in technical minutiae. The point is not that this specific delay has relationship to model-3. The point is that this "behavior" of ever missing publicly announced timelines is concerning. As this is a very seriously recurring pattern, there is very little chance that Model-3 will be launched or ramped in the timelines the big man proclaimed. What is becoming increasingly clear is that all the timelines that he announces are his "aspirations" or when he would like to get something done - which is different from a projection from known/available information or a project plan.

 

[Lessmog]

Elon Musk ‏@elonmusk 22 minför 22 minuter sedan

Will be working at Tesla on Autopilot & Model 3 today, then aiming to pull an all-nighter and complete the master product plan

Edited: Sorry, old news. I did refresh but the previous posts did not appear until after.

Re-edited: Looks like some of them still do not appear? Time warp. (Can we have one from last week please? ;- )

 

[MartinAustin]

The original plan was published on August 2nd 2006. I don't know why he doesn't wait 2 more weeks and make it 10 years.

Perhaps the things that will be revealed during the Gigafactory event need to be understood as part of a longer-term plan, so maybe that's why he doesn't want to wait 2 more weeks.

 

[SunCatcher]

Terrible form. It's not like AP and M3 just came up. Poor time management. Totally should have his head on a stick.

Burn 'em! Oh wait. I'd like to get my Model 3 first. Carry on Elon. We love you man!

 

[Krugerrand]

So he didn't know that he had a busy schedule ahead of him before making a proclamation that the plan will be posted last week?

He didn't make a proclamation. He said 'hopefully' he'd have it posted by week's end.

Take a chill pill dude.

Excellent advice.

 

[phigment]

Judging by his tweets previously about OTA updates of the Bosch radar, he's probably excited about some new findings about how to utilize the current sensors for AP. While I'd like to hear the masterplan, I think it's lower priority than his other focuses.

 

[vgrinshpun]

a

So he didn't know that he had a busy schedule ahead of him before making a proclamation that the plan will be posted last week?

The point is not that this specific delay has relationship to model-3.

Agree with this point - he prioritized working on Model 3 (per the latest tweet) over the master product plan. I would not want it any other way, especially that we are seemingly at the pencils down stage on Model 3. I suspect that there are series of last moment decisions that are required to be made before "pencil down" on Model 3, and product design team requested a meeting with the chief product architect...

 

[VanE]

My opinion was that reading charts and reading tea leaves were both equally effective. Watching this video of DaveT and Jesse completely changed my mind. Highly recommended:
Google+ video hangouts (TSLA & other investments)

Wow, awesome!! Will watch it tonight!

I have the same mindset at the moment. There are a lot of people that predict all kinds of things based solely on charts, but I have a hard time believing most of them. This is probably because of my ignorance, so I am happy to learn something new and be proven dead wrong.

Hasn't Jesse (together with Julian?) left (or been banned) the forum? I haven't seen them since I came back from a hiatus from this thread.

 

[mejojo]

Yes. SCTY and TSLA are both up nicely. It's getting more expensive for Tesla to buy Solar City!!!

Not if TSLA goes up more than SCTY does.

 

[dmckinstry]

No SMPP2 today...

So you all are relieved of minutely refreshing duties till 12:01AM tomorrow...

Elon Musk on Twitter

Actually all-niter probably means until (just before opening?) tomorrow morning

 

[dmckinstry]

He didn't make a proclamation. He said 'hopefully' he'd have it posted by week's end.



Excellent advice.

Glad you said "hopefully". Everyone's (well maybe not everyone) been acting like it's another missed promise.
And everyone had better remember wrt the July '17 arrival of Model 3 that he said something like "not likely", but it's a target being pushed.

 

[dmckinstry]

He didn't make a proclamation. He said 'hopefully' he'd have it posted by week's end.



Excellent advice.

Glad you said "hopefully". Everyone's (well maybe not everyone) been acting like it's another missed promise.
And everyone had better remember wrt the July '17 arrival of Model 3 that he said something like "not likely", but it's a target being pushed. People seem to have very short memories.