StealthP3D
Well-Known Member
Only because you give "real" money too much currency. OK, excuse the pun.
Only because you think money is more important than it is. It's just a tool.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Only because you give "real" money too much currency. OK, excuse the pun.
Only because you think money is more important than it is. It's just a tool.
I don't mind that Elon is doing SNL and polls about accepting Dogecoin. It's part of his personality and shows he is having fun right now. I think it is a good sign that he is doing things like that rather than, say, spending nights on the 4680 factory floor.
Apply Occam's Razor here. It doesn't make any sense for the export number, which has always been broken out separately, to suddenly be rolled into the delivery number, especially when en-route shipments are never counted as deliveries, and exports would further be counted as deliveries within the destination country of sale.
Tesla local sales
------- start of quarter
---------- middle of quarter
---------------------- end of quarter
lather, rinse, repeat
------- start of quarter
---------- middle of quarter
---------------------- end of quarter
lather, rinse, repeat
If there are articles from Jan stating sales of ~15k with ~6k exports, then I'd certainly agree with you.
Joe F
Disruption is hard.
All of this consternation over TSLA SP has me thinking I should invest in fidget spinners and worry beads.
He’s not understanding the sales verses production. As you pointed out, there were no exports from China in December. Jan had exports. Production levels did not drop
Seems like an obv buying opportunity to me. So I bought.
Numbers are clearly great, deliveries for the year should be great. And they are raising prices. And soon tax rebates. With Wrights law and double production numbers, with less deferred revenue, with higher prices etc, just do the math. Wallstreet may be slow and stupid, but when the numbers hit them in the face will eventually update their spreedsheets. We know what those spreadsheets will be saying, it is pretty obv if you just do the math.
Numbers are clearly great, deliveries for the year should be great. And they are raising prices. And soon tax rebates. With Wrights law and double production numbers, with less deferred revenue, with higher prices etc, just do the math. Wallstreet may be slow and stupid, but when the numbers hit them in the face will eventually update their spreedsheets. We know what those spreadsheets will be saying, it is pretty obv if you just do the math.
Today is the first time I heard about a 2 week shutdown of the MIC Y production line. What is the source of this information? It's strange that none of the news outlets and twitter accounts many of us follow here mentioned it up until now. It's not just some neglible interruption.
StealthP3D
Well-Known Member
I nibbled some shares here below $620 just in case it doesn't look back. First buy for me since $630 over two months ago. I think slightly better than 50/50 it still has some more "down" in it in the near-term but one never knows these things.
Wait... I'm trusting "China state-affiliated media" over our own?
Seems so.
Even if you take Troy's numbers of Jan 2021 including exports from that line, and compare them to Dec 2020, you have a ~2k drop. Production is not always flat and once a rate is hit it doesn't always stay up.
Tesla Model 3 News and Reviews | InsideEVs
Get the latest on new Tesla Model 3 models including first drives, in-depth reviews, concept car photos, new features, recalls and more.
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When actually quarterly earnings came out and when other pacific markets reported monthly numbers, it was confirmed that Tesla had exported at least 7k vehicles in Jan. Come on man I shouldn’t have to dig for this information for you
If that is how they are reporting, that would make sense and people (including myself) are interpreting the numbers wrong. That will be cleared up within a day or so.Tesla Model 3 News and Reviews | InsideEVs
Get the latest on new Tesla Model 3 models including first drives, in-depth reviews, concept car photos, new features, recalls and more.
When actually quarterly earnings came out and when other pacific markets reported monthly numbers, it was confirmed that Tesla had exported at least 7k vehicles in Jan. Come on man I should have be dig for this information for you
That says January 21,484 which is lower then December 23,804, but not by 8K and with even 6,000 for exports I assume that is an estimate.
Put in a pre-market order last night at 50 for $580...woke up pleasantly surprised....this is like the sale of the century with China numbers....too bad now my emergency fund is all in $TSLA.
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