The stock is a in a down spinning last five days. Doesn't look good to me.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
The stock is a in a down spinning last five days. Doesn't look good to me.
davecolene0606
Member
Yup, weighing the buy (1.49%) v lease. Swappin 13' S60 for new. Snagged an additional incentive of waived dest fee today so ref+dest= -$2200
very hard to pass up.
We have a III on res too.
Cheers
I've been looking for a buying opportunity for the last 5 days. It looks like it won't go under 223 for more than a few minutes. 223 is probably a safe line for now.
I got fed up and bought at 223.
That said, watch it hit 221 tomorrow.
Wow! That's huge. Any guesses on who just bought $100 million of stock? I don't think trading range has ever been this tight.
Anyone has any idea the Q3 deliveries will be? This fool article Forecasting Tesla Motors, Inc.'s Q3 Deliveries: Expect a Huge Jump -- The Motley Fool is expecting 20~23k. Sounds a huge undertaking for Elon & Corp considering last two quarters are only 29k in total.
Happens virtually every day. Read up on "Market on Close" orders.
I didn't see this posted... if this is Tesla, this is great news on progress:
FMC Corporation Announces Lithium Supply Deal With Major EV Manufacturer
FMC Corporation Announces Lithium Supply Deal With Major EV Manufacturer
Is the 2-year lease option announced by Tesla Tesla reduces entry price for the Model S to $593/month, introduces new 2-year lease option to hold you until Model 3 an indicator of sluggish sales? The stock will be miserable if the Q3 delivery number disappoints after two consecutive misses.
davecolene0606
Member
The important thing about the article is the fact that current manufacturers have been trying for years to get to the "30 day car" and here we see Tesla doing it inside of of 3 years.
Fire Away!
I said you have to notify all of us BEFORE you trade, so that we can run or jump first. Now the SP closes at 222.93. How will you compensate us?
racer26
Active Member
That bullish SA article regarding the batteries is interesting.
I'm not sure I agree with the sentiment that Tesla needs to reach 385Wh/kg to compete with ICE, necessarily, but he does make some interestingly compelling arguments that unannounced advances in chemistry may be responsible for the software limited 60, since a 75kWh car and a classic60 have very similar curb weights. Also makes sense that it is desirable that P100D is achieved without increasing voltage(means new hardware) or charge times(exacerbates the congestion problems) at a supercharger. If you don't change the peak charging voltage, and you don't add time, then the only other option is to charge fewer series cells, to a higher voltage per cell. It makes mathematical sense.
Take those increases in technology and stick them in the much slipperier and lighter Model 3, and the top end Model 3 numbers could start to look really ridiculous. Tesla has been on record saying that S/X will continue to be the technology pioneers, but that they wouldn't hold back technology from Model 3 to maintain the S/X's position as the flagship.
Start building S/X with 21-70 new tech batteries though, and maybe a 400+ mi S is possible?
I'm not sure I agree with the sentiment that Tesla needs to reach 385Wh/kg to compete with ICE, necessarily, but he does make some interestingly compelling arguments that unannounced advances in chemistry may be responsible for the software limited 60, since a 75kWh car and a classic60 have very similar curb weights. Also makes sense that it is desirable that P100D is achieved without increasing voltage(means new hardware) or charge times(exacerbates the congestion problems) at a supercharger. If you don't change the peak charging voltage, and you don't add time, then the only other option is to charge fewer series cells, to a higher voltage per cell. It makes mathematical sense.
Take those increases in technology and stick them in the much slipperier and lighter Model 3, and the top end Model 3 numbers could start to look really ridiculous. Tesla has been on record saying that S/X will continue to be the technology pioneers, but that they wouldn't hold back technology from Model 3 to maintain the S/X's position as the flagship.
Start building S/X with 21-70 new tech batteries though, and maybe a 400+ mi S is possible?
I can't give in and submit to this curse. I have to fight it
Zhelko Dimic
Careful bull
Hey, this is all about sharing our own assumptions and beliefs.
I believe that your belief is wrong, and rallykeeper is right, so there... And this comes from knowing how risk mgmt. works.
Would it be more appropriate to express myself through dislike of your post next time? It's a serious question, I feel I'm wasting everyone else's time answering this. After all, both opinions have been already stated...
Didn't mean to inspire such a response.
I only include my assumptions so that a reader can see my reasoning and critique it. I'm more than willing to be called out if my logic is faulty or I'm wrong.
I only include my assumptions so that a reader can see my reasoning and critique it. I'm more than willing to be called out if my logic is faulty or I'm wrong.
ev-enthusiast
Active Member
The more information I get on the Chevy Bolt, the more confident I get that the Bolt will not grab a lot of sales from Model 3.
Did anybody see the recent Bolt test drive videos?
Hell, the Bolt might be as small as a BMW i3!
Did anybody see the recent Bolt test drive videos?
Hell, the Bolt might be as small as a BMW i3!
About SolarCity acquisition, we heard that a few institutional investors are in support of the deal. Is it safe to assume that deal will go through? Are there any reasons why the deal may fall off?
Given the strong reputation of the law firms Tesla and SolarCity hired for this deal, I don't foresee regulatory/ anti-competitive hurdles. Any deal failure is likely for economic reasons alone.
Given the strong reputation of the law firms Tesla and SolarCity hired for this deal, I don't foresee regulatory/ anti-competitive hurdles. Any deal failure is likely for economic reasons alone.
I don't see why new hardware would be needed for a very small increase in cell voltage. It might go up a few percent, but the hardware should already be able to handle cell voltages of 5V or more.
Unfortunately, we really don't know whether Fidelity has been purchasing shares since the merger announcement in order to avoid callbacks or to increase its position.
Merger was announced on June 21.
It appears from publicly available data that most of Fidelity's 2Q increase occurred in the first 2 months. Overall during 2Q, Fidelity Contrafund increased its position by 1.1 million shares (or 24%). However, between May 31 and June 30, Fidelity Contrafund increased its position by only 116,000 shares (or 2%). Source: Bloomberg.
We do not have any July 31 holdings data yet so we can't really see what they've been doing since.
I never touched GTAT but its a good reminder to those that are new around here to be careful & not get carried away following the advice of a few TMC regulars who think they can beat WS at their own game.
- Status
Similar threads
- Locked
