Indeed, you'd think he'd be content getting two R2's for free...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Indeed, you'd think he'd be content getting two R2's for free...
A long way from this becoming reality, but this would be very positive for Tesla European demand, a cut from 10% to 0% tariff could lead to $3.5-6k price cuts on European Model 3s (depending on option).
from the article,
"She ["EU Trade Chief"] said that the EU’s willingness to engage on the issue would depend on what offers the US put on the table in the negotiations, while indicating that this would not require Washington to slash tariffs on pick-up trucks — a particularly sensitive sector."
Fact Checking
Well-Known Member
Note that this is a 10% import tax that the Model 3 is affected by currently. (The Model S/X is being re-assembled in Europe and thus avoids this import tariff.)
With that tax going to 0% the Model 3 would be even more competitive in Europe.
Fact Checking
Well-Known Member
There's no excuse for Reuters not asking Tesla PR and rushing out a false story. Bloomberg did manage to get a proper denial from Tesla.
I believe they are trying to nullify the effect of the early ER date, which was a sign of bullish news in Q3 ...
RobStark
Well-Known Member
Jim Chanos and Gordon Johnson ain't got nothing on Fred.
Fred is straight up a Big Baller Shot Caller.
RobStark
Well-Known Member
Tesla could repurpose the Dutch Model S and X facility for something economically useful.
Fact Checking
Well-Known Member
Fact Checking
Well-Known Member
Note that today the "uptick rule" short seller restriction will still be in place for $TSLA, for the whole trading day.
But this short selling restriction might not apply to secondary markets not regulated by the SEC/FINRA, such as the European markets, so maybe the pre-market selling we are seeing now is originating from those markets. While higher volume than usual, it's still <10k shares traded so minuscule compared to regular volumes.
But this short selling restriction might not apply to secondary markets not regulated by the SEC/FINRA, such as the European markets, so maybe the pre-market selling we are seeing now is originating from those markets. While higher volume than usual, it's still <10k shares traded so minuscule compared to regular volumes.
I'm not on the happy side of this
Yes, of course cheaper stuff is always great. And yes, of course it is great to listen to your customers. But Fred's screaming and complaining is becoming a nuisance. Ever since the time he bought a car he started to have too much skin in the game and used his blog to his own advantage.
In my mind Supercharger are a tool for long-distance travel. I like the idea that early buyers get a an advantage here on the network and the price adjustment was a way to also maintain value on the "free super charging for life" cars. More importantly, I think that building out the network is really important.
I get why Tesla reduced the price: they most likely want to counter the "it is cheaper to drive a Camry than to super charge" argument that started to float around. But I'm a bit disappointed we got to this point...
What is worrying that there appears to be a struggle at Tesla or lack of coordination.
There is no way that Tesla was not aware that prices they set were very close to price of gas - yet they set it as such.
I thought it was a good short term move. Expansion of SC coverage and capacity is more important, Tesla cannot compete with other chargers because it is cheap to subsidize them and higher SC cost would lower their use and incevitise owners to install own charging spots and solar.
RobStark
Well-Known Member
The more I follow the media reports about Tesla, the more Reuters appear to print bullshit deliberately and to never correct it.
Consider this article, for instance Electric Mercedes opens German assault on Tesla | Reuters
See this line?
It was published on September 3, 2018. On July 02, 2018, Tesla had already delivered 28,386 Model 3. On August 01, 2018, Tesla published an update for Q2 stating "Expecting to produce 50-55k Model 3s in Q3; deliveries should exceed that". How could anyone expect 50K Model 3 deliveries for the entire 2018 year, while Tesla had already delivered 28K M3 in Q2 and confirmed a few days before the end of Q3, that they expected 50K additional deliveries. How is that even remotely possible to expect 50K for a year when they announce they're about to reach 78+K sales before Q4? Not only they would have to sell zero cars in Q4 but recall dozens of thousands of them.
I wrote to Reuters multiple times about this (via email and social media) and they never corrected it. Their report was being republished by dozens – if not hundreds – of mainstream media, in the printed press, on the Web, radio and TV.
And that's just for one sentence in one of their reports.
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Come on, TSLA, don't open too high! I just got margin approved, so I no longer need to wait for cash to get settled before moving money from stock to options
And I'm thinking to dump my $NVDA and rebuy $TSLA, a good MMD would suit...
Fact Checking
Well-Known Member
Also, note that it's not just the numbers that are deliberately false, it's the "The market is Tesla's to lose" argument that is fundamentally disingenuous as well: right now EV sales are maybe 2% of all car sales.
I.e. for the foreseeable future new EVs will largely cannibalize existing ICE markets, not existing EV markets.
Yet that argument is completely absent from the Reuters article.
While I don't support the "all media is against Tesla" view (which isn't true), there are important elements of the mainstream media spewing near unlimited amounts of Tesla FUD - and very much not by accident.
I plan to do a partial conversion early, and the rest later hoping on a MMD. The early part so that even if we don't get a MMD, I'll at least have gotten something out of it
OTM calls purchased half at $295 and half at $315 is better than all purchased at $305.
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MMD is less likely due to Uptick Rule being active. Short types could have accumulated real shares Friday to force one though...
Reciprocity
Active Member
Tesla doesn't pay for destination charger electricity, that's paid by the destination, mostly hotels. Tesla gives the equipment and I believe the install as well.
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