Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Drax7]

Fraudulent headline to get algorithms to sell instantly.
This is so obvious

 

[UncaNed]

Are the relatively high trading volumes (for pre-market) indicative that this is market manipulation of some sort, or just that standing buy orders are being filled?

 

[KarenRei]

But maybe one of your buying opportunities?

Here’s the filing: SEC Filing | Tesla, Inc.

And the blog post: Tesla Q4 2018 Vehicle Production & Deliveries, Also Announcing $2,000 Price Reduction in US | Tesla, Inc.

Oh yes, no question about that. Wasn't expecting such a great chance. The big question is, do I go for 15 Feb '19 $300s or $310s...

 

[winfield100]

Where can you look that up?

@Beltsbear
Tesla, Inc. (TSLA) Pre-Market Trading

 

[Tslynk67]

Day is not over yet... let's wait (I see Frankfurt climbing back up as folks plug these numbers into their calculators...)

To be fair, the opening bell hasn't even rung yet...

Production 86.555, deliveries 90.700 - seems to me that Tesla are still selling every single car they make. How is that not bullish?

 

[defc0n]

seems like pretty good numbers. why the drop?

S and X delivery numbers are pretty disappointing.

edit: actually they are decent I guess

 

[KarenRei]

S and X delivery numbers are pretty disappointing.

Why? They average around 25k per quarter. On purpose, due to cell supply limits.

 

[SteveG3]

I genuinely belive people still can not comprehend Musk, for any other company to drop prices would be seen as getting rid of hard to shift inventory. People can not fathom if production costs reduce these savings are then passed on to the consumer, they think a company should squeeze there customers dry!

Yup.

fwiw, Tesla’s move actually validates the notion of the tax credit...

~we know this transition is coming, in our common interest, but will take many years to ramp up and is worth investing in years before immediate profits have been proven so the long term payoff is not delayed~

(I do realize Elon preferred a carbon tax to subsidies to more accurately convey the market winning nature of EVs from the start)

 

[hoang51]

To be fair, the opening bell hasn't even rung yet...

Production 86.555, deliveries 90.700 - seems to me that Tesla are still selling every single car they make. How is that not bullish?

Because they didn't sell more?

 

[Heimdallr]

The problem is not the production or delivery numbers - but the $2000 price cut across the board for all models. There is still a $3750 tax credit but prices have to go down already in order to maintain production? The numbers were OK, albeit a bit on the lower side of my expectations.

 

[HG Wells]

The real question is to buy at open, or wait a bit to see where its going.

 

[traxila]

IMO, the price cut is what will be spun most visciously as a disaster sign for TSLA.

And yet it is the opposite. Tesla is not only dominating its segments, the reason for the gigafactory is coming true. Its batteries are the best and its costs are the lowest and continuing to drop. It passes on some of the savings to consumers to continue the overwhelming demand. This is great business.

Tesla has a moat established only because of the Legacy makers foot dragging. It will continue until they finally realize they must own their battery production the same way they had to own the engine production for their ICE cars. Every day puts them another day behind in what they must do.

Admit I am shocked at how stupid they are being. If this continues, Tesla will be the dominant manufacturer by far of EVs and cars come the middle of the decade.

 

[uselesslogin]

Apparently the double secret forecast was 65,000 Model 3 deliveries which is supposedly an average of 9 analysts' estimates.

Tesla misses Wall Street estimates with 90,700 vehicle deliveries in fourth quarter, shares tumble

Can anyone cite one analyst which publicly estimated deliveries above 65,000?

 

[Starno]

Whole market is pretty bearish.

 

[Tslynk67]

And then this 2-week-old story pops-up once again on CNBC, amazing. It's pure criminal behaviour!

 

[SteveG3]

Like a wise man once said: "First they ignore you, then they laugh at you, then they fight you by interpreting data to fit their predefined narrative and presenting it without context for years, then they lose their everloving minds and fabricate fraud claims out of thin air for a few quarters, then you win."

So quotable... could pretty much sum it up as a helpful response to any Tesla bear/corporate media tweet, article, or video : )

 

[j6Lpi429@3j]

I have to admit if I was Elon, I would not have dropped the price. Sure, it means progress towards $35k, but surely right now a higher, more sustainable looking profit margin would be better? Use the extra cash to invest for the companies future. I'd be happy if they waited a month, or even a quarter before making the price reduction.
Why sell cars for less than the market is prepared to pay?

 

[KarenRei]

Whole market is pretty bearish.

Not even close to how bearish TSLA is being premarket.

I've got an order in for some 15 Feb '19 $310s, price in the lower $30s. Let's see if it takes when the market opens.

 

[farzyness]

The problem is not the production or delivery numbers - but the $2000 price cut across the board for all models. There is still a $3750 tax credit but prices have to go down already in order to maintain production? The numbers were OK, albeit a bit on the lower side of my expectations.

Guys. What's Tesla's mission statement?

"To advance the advent of sustainable transport."

The more affordable the cars, the faster this happens.

 

[KarenRei]

$306,66 premarket. Wow.

ED: $305,01.