I thought that it was the opposite of that; they have separate body lines and combine into one GA line at the end.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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I thought that it was the opposite of that; they have separate body lines and combine into one GA line at the end.
Pras
Member
Seems Tesla increased the Model 3 prices by $400 in the US. Not sure what to read from it. Could be a margin play or could be tinkering with demand.
Carl Raymond
Active Member
The high short interest only makes the inevitable rebound more enjoyable. Members of this forum are a stoic lot. The discussion on the way down has been in the main philosophical and moderated.
When TSLA climbs out of this hole as this year progresses, as GF3 ramps, as GF1 hits 35GWh, the shorts will go off like fire-crackers. Something to look forward to.
Off Shore
Off Topic Member
If we do let's make sure we have more of these --> § in ours than they have in theirs.
Edit: /s
JRP3
Hyperactive Member
I know it’s hard for some to do but you must hold on. The autonomous driving future is now. Tesla is a paradigm-destroying tech company that is using cars the way Apple used phones.
Steve Jobs never introduced the iPhone as just a better phone. He introduced the iPhone as something that just so happened to make calls but was soooo much more.
Tesla has something you can drive but it’s soooo much more...
Steve Jobs never introduced the iPhone as just a better phone. He introduced the iPhone as something that just so happened to make calls but was soooo much more.
Tesla has something you can drive but it’s soooo much more...
According to Ihor Dusaniwsky, short interest is up to 39.24M shares -- the highest it has been in a year and approaching the highest levels ever by share count (by percent of float it has been much higher, for example in late 2012/early 2013). It is also an increase of 14.5 million shares from January 31, exaggerating the downward pressure on the stock.
Ihor Dusaniwsky on Twitter
Historically Tesla has had a strong pattern of "short low, cover high" with peak shorting when the share price was lowest. I have documented this a few times, including in the post below from June 2017. The same pattern occurred again last year about this time. Pretty amazing.
This time could be different, of course.
I've been assured here that raising prices(or lowering them, or adding new models or removing models or...) indicates a lack of demand.
I suspect several US company will be moving production/purchases to other SE Asian countries and out of China. Ultimately I do wonder if the POTUS was smart enough to see this as one of the alternatives outcomes with his 'Tariff Cold War' with China. IMO, not sure if he is that smart.
You have any investments in Vietnam companies?......May be the next S. Korea.
Some easier than others.I suspect several US company will be moving production/purchases to other SE Asian countries and out of China. Ultimately I do wonder if the POTUS was smart enough to see this as one of the alternatives outcomes with his 'Tariff Cold War' with China. IMO, not sure if he is that smart.
You have any investments in Vietnam companies?......May be the next S. Korea.
Apparels are the easiest to move out of China. Bags and hats, Shoes a bit harder.
When it comes to Bicycles and scooters it becomes tricky
IC, phones, computers, earbuds, LCDs , it's forget about it.
Artful Dodger
"Neko no me"
Can't be Sparks/GF1. The 18650 cells used in the S/X battery come from Panasonic in Japan.
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Now I think delivery Wave was actually a scapegoat for bad Q1. On the contrary, the real reason was not able to achieve the wave in Q1 end. The root cause, of course, was bad planning.
As we can see, so many inventory m3 were unable to be delivered in Europe and China. In a sense, if tsla's claimed goal is to end wave, they already largely achieved it in Q1 because the end of Q1 result(total delivery) is actually very similar to what it would be if there is no wave.
As we can see, so many inventory m3 were unable to be delivered in Europe and China. In a sense, if tsla's claimed goal is to end wave, they already largely achieved it in Q1 because the end of Q1 result(total delivery) is actually very similar to what it would be if there is no wave.
Not really surprising. S/X are really too large a car for most of Europe. Some (no idea what percentage) were purchased because S/X was all that was available. I don't see this as a particularly big issue because it was expected. Also they are being refreshed so the U.S. ones will be shipped first. It will likely sort it self out over the year.
The volatility keeps the stock price lower in part by making TSLA look too risky on paper for 100’s of billions of dollars of fund money.
It also shakes loose shares from the hands of the naifs and the nervous. This helps shorts and those that want to slow Tesla down of course. But there may also be large, hardball playing investors who may be trying to pry out much more ownership than they could otherwise get or even probing for control.
TSLA is being played to appear disconnected and unpredictable almost all the time not just to burn people but to scare them off.
The major, enduring upswing will most likely happen, IMHO, when people don’t expect it. I would expect it to triggered by a few hidden decisions and not a public catalyst. I do have my eye out though for a situation that would force the decisions.
So, I only buy, hold, and never sell when it comes to TSLA. Not advice.
Yes, please buy and recommend Tesla cars and other products.
Artful Dodger
"Neko no me"
Prime_Number
Member
The major, enduring upswing will most likely happen, IMHO, when people don’t expect it. I would expect it to triggered by a few hidden decisions and not a public catalyst. I do have my eye out though for a situation that would force the decisions.
Yes, please buy and recommend Tesla cars and other products.
Ohhhh ! Care to share, or even hint ? !
Is anyone else concerned about the pace of sales in Europe? Looking at the first month of each quarter, April far outpaced January, but that doesn't tell us much, as there were practically no Model 3 sales in January and at least the early part of April was boosted by Q1 spillover "in transit" sales.
Comparing February to May is more concerning. In February, deliveries in Norway, Netherlands and Spain (the only countries that provide near real time data), deliveries totaled 1,717. The figures for the three countries in May total total 447 through today (for Norway) and 5/10 for Netherlands and Spain. Norway is the important number; Netherlands and Spain's deliveries on any given day are negligible. So with a few days to go before the halfway mark, we are at only 26% of February's deliveries.
And that's without considering that February is a short calendar month, not to mention that Model 3 sales didn't start in the Netherlands until 2/6 and Norway until 2/13.
It's very hard to believe that June deliveries in Europe will come close to March. And so far, there is nothing to indicate that S/X deliveries will be any better in Q2 than Q1. On the plus side, the US deliveries of Model 3 should be much better in June than March due to the impending tax credit reduction, and Canadian sales will benefit from the new gov't rebates. My guess is that China's numbers will also be up for the quarter as a whole as long as there is no repeat of the February paperwork fiasco. I am a bit concerned that the tariff issues may affect consumer optimism in China and cause some to put off a purchase, but overall, China should surprise to the upside. The number of ships bound for China this quarter, at least to date, indicates that there is not a large inventory backlog.
I suppose there should be some comfort taken by the fact that we are not seeing price reductions, fire sales and other announcements that would indicate a low level of demand. But we're not hearing much of anything regarding sales. Maybe that's a good thing. But the pessimist in me says that when the narrative shifts from production and deliveries to FSD (Elon's comments at Autonomy Day that expenses are all about investments in autonomy, and the statement on the investor call that the future valuation of the company will be driven by FSD), I get nervous that they are accelerating the narrative on FSD b/c there is nothing else to talk up.
TL;dr version: It's a rainy, cold, miserable day in Boston and I didn't want to suffer alone.
Comparing February to May is more concerning. In February, deliveries in Norway, Netherlands and Spain (the only countries that provide near real time data), deliveries totaled 1,717. The figures for the three countries in May total total 447 through today (for Norway) and 5/10 for Netherlands and Spain. Norway is the important number; Netherlands and Spain's deliveries on any given day are negligible. So with a few days to go before the halfway mark, we are at only 26% of February's deliveries.
And that's without considering that February is a short calendar month, not to mention that Model 3 sales didn't start in the Netherlands until 2/6 and Norway until 2/13.
It's very hard to believe that June deliveries in Europe will come close to March. And so far, there is nothing to indicate that S/X deliveries will be any better in Q2 than Q1. On the plus side, the US deliveries of Model 3 should be much better in June than March due to the impending tax credit reduction, and Canadian sales will benefit from the new gov't rebates. My guess is that China's numbers will also be up for the quarter as a whole as long as there is no repeat of the February paperwork fiasco. I am a bit concerned that the tariff issues may affect consumer optimism in China and cause some to put off a purchase, but overall, China should surprise to the upside. The number of ships bound for China this quarter, at least to date, indicates that there is not a large inventory backlog.
I suppose there should be some comfort taken by the fact that we are not seeing price reductions, fire sales and other announcements that would indicate a low level of demand. But we're not hearing much of anything regarding sales. Maybe that's a good thing. But the pessimist in me says that when the narrative shifts from production and deliveries to FSD (Elon's comments at Autonomy Day that expenses are all about investments in autonomy, and the statement on the investor call that the future valuation of the company will be driven by FSD), I get nervous that they are accelerating the narrative on FSD b/c there is nothing else to talk up.
TL;dr version: It's a rainy, cold, miserable day in Boston and I didn't want to suffer alone.
Carl Raymond
Active Member
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