I didn’ t realise that all deliveries up to now have been long range. Must be good for the margins.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
They could temporarily install one to test the car and reuse for the next one.
If the board costs 1 grand add another 250 for the tariff multiply by 40,000 a quarter and you get 10 million a quarter.
Not all CA service centers are great either.
The last time I walked into one to ask about a part in stock, there was just 1 person at the service counter and about 7 to 8 people in line (this was during late afternoon commute time). Never did they request for additional service person to come help. All the while, there were 4 sales advisors just chatting about 20 feet away.
The mobile tech guys on the other hand are terrific. Unfortunately, they’re obviously limited to what they can service. They’re like an MA but you need a MD sometimes.
Mike Smith
Active Member
What a disastrous day for shorts - they probably added another couple 100k shares with their mid-day meddling and nothing to show for it.. I might be channeling the spirit of TT007 but I really think next week is going to explode higher unless there's macro trouble
Bet TSLA
Active Member
This dynamic is a bit different than the raw numbers would indicate, for two reasons. First, a fair percentage of youngsters don't and won't drive -- it's just not the thing it used to be. Second, when FSD works we'll see lots of those oldsters becoming Tesla customers rather than non-drivers. That will be huge.
OK, so now you can test the car, but how do you move it from the factory to the loading dock, from the dock onto the ship, and then from the ship to the dock, and from the dock to the SC to get the computer/screen installed? That creates a lot more work/delay in the logistics that they can't afford right now. No way it is worth it. (Especially since they just pass the cost on to the purchaser, it doesn't cost Tesla anything.)
Why do you think Tesla raised the price of the Model 3 by $400 when they were denied exemption from the tariff?
EVNow
Well-Known Member
Actually, in Q3/Q4 short interest was not inverse of SP. Last week as SP rose, short interest rose, which shows shorts are still fully committed to their bankruptcy narrative. Why wouldn't they ? They get daily confirmation from mass media - I'm sure they are in a media bubble.
Anyway, Ihor thinks they have 6M to 8M more shares to short and then they won't be able to barrow anymore. Its going to be interesting couple of weeks.
ps : After Fred's article - and high volume looks like SP went up a net of $1
dmckinstry
Model X 2019
Did she have it set on drawing outside air rather than recycling inside air. The latter will give much better results in very hot weather.
Here is what I wrote to Meijer:
“This isn’t a complaint. I just wanted to say thank you for supporting Tesla by having Superchargers at many of your locations. I am a Tesla owner and have used quite a few of those Superchargers like in Cadillac, Traverse City and Gaylord. I have shopped at Meijer for years but now I make a point to shop there much more often and use my Meijer card more often as well. I am a big supporter of Tesla and it’s great to see that Meijer is too.
Keep up the great work with supporting Tesla! I will certainly continue to support Meijer!”
This was their response:
Thank you for taking the time to contact Meijer regarding the electric superchargers that we offer at our gas stations. We are delighted to hear about your positive experience!
Meijer is committed to providing our customers with a comfortable, welcoming, and friendly shopping environment. We value your opinion and appreciate it when you share with us that we are meeting our high standards.
I am forwarding your message to the appropriate department for review, and also documenting your feedback.
Thank you again for taking the time to write, and for shopping with Meijer. We appreciate your business and look forward to serving you again soon.
Sincerely,
Bill
Meijer Customer Care
Toolsmack
Member
New topic I’d like some thoughts on. Based on Ihor’s chart on historical short borrow % and total shares shorted, there was a shortage of available shares to short in 2016 at 28-32M level.
Ihor Dusaniwsky (@ihors3) Tweeted:
@alex_avoigt @mthomasbenjamin @ValueAnalyst1 @KelvinYang7 Attached is a graph of $TSLA's stock borrow rate (offer rate) versus shares shorted since 2016 Ihor Dusaniwsky on Twitter
Ihor Dusaniwsky on Twitter
Currently we are at 46M shares shorted with anecdotes of 5-8 million more available to short. To me that’s a pretty stark difference in shares available to short between 2016 and today. 32M available then, 51M available now? Why the huge difference?
Factors could include new stock sold into the market by Tesla, more institutions offering shares for shorting now, shorting creating new shares that are also shorted.
Anybody smarter than I in the ways of the shorts want to weigh in on reasoning?
Ihor Dusaniwsky (@ihors3) Tweeted:
@alex_avoigt @mthomasbenjamin @ValueAnalyst1 @KelvinYang7 Attached is a graph of $TSLA's stock borrow rate (offer rate) versus shares shorted since 2016 Ihor Dusaniwsky on Twitter
Ihor Dusaniwsky on Twitter
Currently we are at 46M shares shorted with anecdotes of 5-8 million more available to short. To me that’s a pretty stark difference in shares available to short between 2016 and today. 32M available then, 51M available now? Why the huge difference?
Factors could include new stock sold into the market by Tesla, more institutions offering shares for shorting now, shorting creating new shares that are also shorted.
Anybody smarter than I in the ways of the shorts want to weigh in on reasoning?
the youngster will have to drive, unless robotaxi becomes the normal.
about a decade ago someone predicted that young people would ditch suburban life and just live in the city. Guess what, they moved to the burbs right after getting kids, or even when they plan to have kids.
Sure, but I say the $400 is less than the cost of the extra labor/towing charges necessary to move the car repeatedly and uninstall/reinstall the equipment. Not to mention the possibility of damaging things or creating rattles when tearing the car apart an extra two times. (And you might not even be allowed to use RORO ships if the car isn't drivable, which would be another whole issue increasing costs.)
There is also the issue that the SCs are already overloaded, so now you have to hire 1-10, or more, extra people at each service center to get the cars ready to deliver. Do they have enough bays to support that, or would they have to add a building or lease more land?
Maybe you could just hire 250 "mobile" techs to install them on the dock as they unload the ship so that it could be done in a day. (Figure at least an hour per car and a 10 hour work day with the ship carrying 2,500 cars.) But what do you do with those people the other 25 days of the month?
I can't see any way it would make things better.
more holders buying shares on margin
and/or
more have entered into fully-paid lending programs
could be a reason, in addition to izemze reported o/s shr increase
Hope you used sunglasses.As a teenager, I... um... "helpfully collected and later disposed of" magnesium ribbon left over from experiments in chem lab
(Magnesium ribbon is of course much easier to burn than thicker cast magnesium objects)
I once had a teacher who (before I was in his class) had done a class experiment where he made silver fulminate, the active ingredient in those firework poppers that you throw on the ground (e.g. an extremely shock-sensitive explosive). You make it wet (in ethanol) and then dry it out on paper - but it becomes increasingly shock sensitive as it dries. It's important to not make too much at once or let it dry too thick, because even its own weight can set it off. Which is exactly what happened - and worse, it wasn't completely dry yet, so it splattered silver fulminate solution all around the room - desks, walls, ceilings, floors, everywhere. The cleaning crew was furious with him because, even weeks later, they'd be in the room cleaning and suddenly whatever they touched would just explode with a loud pop, scaring them half to death.
Also had a chem professor who did a class experiment once a week, every week, and never did a single one without some sort of safety-related incident occurring. Some were almost comic-book style, like when she was trying to dissolve a bunch of pennies in nitric acid, but they weren't dissolving, and she was talking about how sometimes the oxide coating causes a delay, and kept stirring.... then finally stuck her face right up to the opening of the flask to get a better look, right at the second that they all went off at once in a big cloud of toxic brown smoke
Also had just as awkward of a physics professor who was once demonstrating a wimshurst machine with leyden jars, which he'd charge, then discharge with a spark, charge, discharge with a spark, charge.... then set it aside. And we're all looking at each other like, "Did he just forget to discharge the thing? Surely... he's not going to forget and then touch it later, is he?" And sure enough, 15 minutes later he needed more space on his desk, so he picked it up, by the electrodes... there was a loud pop, then silence, and he stood there perfectly still for what seemed like an eternity. Then finally, in a quiet voice.... "I.. think I'm okay...."
Sorry, I know, offtopic...
Icelandic Chemistry Teachers:
Here's a real Tesla Solar Roof quote and the price will shock you - Electrek
As I posted the other day. Now that we have numbers from Tesla, just reinforces my point.
I thought Tesla was comparing costs to comp when they mentioned cost parity. No way comp roof would cost $37,245. My roofers could do that same size roof for ~$5,500. Plus, 9.45kW PV for much less than $30k. No idea what the heck traditional premium roof would cost $20/sq ft as Tesla wrote in that quote for comparisons sake.
Plus, a couple things to note:
1. Solar tax credit starts getting cut each year starting 2020 until it becomes NO credit in 2022. (Unless folks in DC decide to do something about it). So, Tesla needs to really put resources into this project if they’re banking on that.
2. Many (maybe not most?) people do not live in the same house for 30+ years for that net cost calculation to work out in reality.
Grumble, grumble, email wording was fine, grumble was misquoted grumble.
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