Many are hoping the Model X reveal is going to have big impact on the stock, sure its a positive & great for reservation holders but its a known event & IMO priced in, a lot has changed from the Model S reveal & we now have a market cap over $30B with a proven platform, so when the Gigafactory terms & deal didn't move the stock I can't see how the Model X reveal will result in a meaningful move.
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Social Chat - Short Term TSLA Movements
- Thread starter Jonathan Hewitt
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I agree that the X reveal event itself is not going to move the price instantly, in fact I almost expect to see the price actually drop 5-10% the day after the reveal (buy on the rumor sell on the news)...however, that would be an incredible buying opportunity because I think what will happen is this...
...in the following weeks/months once the X is revealed and it's incredible technology sits in and gets amazing reviews, reservations accelerate, and then production begins is when the market will realize actually how revolutionary it is and that Tesla is the real deal that will always be making the most amazing cars.... I see the stock creeping up over time over those weeks/months well above 300, perhaps even as high as 400
I think the biggest impact will depend on the gull wing door reviews, if problems arise or reviews come in negative then reservations stay on hold, if they hit a home run & the doors function without issue in rain, snow etc... then we might get a pop but thats not for many months.
Phil Seastrand
Member
I think the Model X reveal's impact on the stock price is entirely dependent upon how much the announced features exceed the "concept" car features. Musk said that he hopes to significantly exceed expectations and if he does, price goes up, otherwise, it goes down.
Found a website about the Bertha-Benz-Challenge 2014, which took place last weekend in germany.
PowerPointPresentation in english on right side and lots of pictures with cars powered by sustainable energy.
click left side under Fotos 2014 on 19./20./21. September 2014 and watch out for the twin S in red.
Bertha-Benz-Challenge Offen nur für Elektroautos und zukunftsgerechte Fahrzeuge. - 20. September 2014 - 20. September 2014
PowerPointPresentation in english on right side and lots of pictures with cars powered by sustainable energy.
click left side under Fotos 2014 on 19./20./21. September 2014 and watch out for the twin S in red.
Bertha-Benz-Challenge Offen nur für Elektroautos und zukunftsgerechte Fahrzeuge. - 20. September 2014 - 20. September 2014
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I've been wanting to do the same but kind of put all my extra funds into other stocks...If we get down to the 230s I think I may have to sell my core TSLA stock position and move it into either March or Jan 16 calls...
Data point: I was at the Devon SC this AM and heard they have 50 deliveries scheduled before end if Q3. YIkes! There were about 10 cars on the lot at 8am waiting for delivery all 85s, average price $105k. None had the new sensors. I was told the manifest for cars coming in before end of Q3 had just a couple with the sensors but the majority did not.
chickensevil
Active Member
Was that a yikes good or yikes bad? I mean that is one SC and 50 deliveries set over the next what, three days? That seems like yikes good, although it will be cutting some of that very close. Also if most don't have the new sensors sounds like there is a huge overlap there between cars that got it and cars that didn't.
Causalien
Prime 8 ball Oracle
Wow, Elon is a lot more cocky and confident in his youthLOST: Elon Musk, Before Paypal - YouTube Why isn't this man on the cover of Rolling Stone yet?
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Aah you hadn't seen that one before. It's Jurvetson with him there at the end (of course you know, but for others: the venture capitalist who took delivery of Sig #1).
Some interesting news, Tesla might already be looking for a European factory?Slovakia in talks with Tesla Motors - The Slovak Spectator
chickensevil
Active Member
Can't seem to get past the pay wall... Anything substantial in the article?
I thought they were planning China before Europe? Just because demand is much higher in Asia.
Where are the best cars made
Regarding new car making facility, imho it makes no sense to build new facility anywhere before Fremont is at full capacity, 500,000 cars/year.
Once Fremont is at full capacity and new capacity is needed, as an investor I would prefer that new plant to be built in US again rather than anywhere else in the world.
The benefit of having car making plants around the world, especially in places with low business maturity, may be easily outweighed with the risks and downsides of various locations.
Tesla brand may be at risk, amongst other things.
Regarding new car making facility, imho it makes no sense to build new facility anywhere before Fremont is at full capacity, 500,000 cars/year.
Once Fremont is at full capacity and new capacity is needed, as an investor I would prefer that new plant to be built in US again rather than anywhere else in the world.
The benefit of having car making plants around the world, especially in places with low business maturity, may be easily outweighed with the risks and downsides of various locations.
Tesla brand may be at risk, amongst other things.
Not really. They'd open a hub in EU for logistical reasons. That and if anything it's good risk management geographically. There's also fiscal benefits depending on where they are.
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