A higher mix of SR+ could also achieve a higher production rate (Same amount of cells in more cars). Coupled with higher X/S sales the ASP hit wont be big.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
A higher mix of SR+ could also achieve a higher production rate (Same amount of cells in more cars). Coupled with higher X/S sales the ASP hit wont be big.
Mars ☰mperor
Member
Yeah, we still have a long way to go.
The time to celebrate BIGLY has not arrived.
Regarding this Dan Nathan, I remember seeing him saying, just in recent weeks, that the Model 3 started at $55K, which is completely full of sugar.
It just goes to show most of these talking heads don't know what they are talking about.
Fact Checking
Well-Known Member
I have the suspicion that this price target is not going to age well in the next 2-3 years.
therein lies the problem. since they are media ‘professionals’ they are swimming in their own professions’ dis/misinformation
it’s a murky swamp
@Fact Checking : in an escalating spiral of responses Tesla PR might have withdrawn Dana Hull's access to Tesla executives, factories and exclusive information - which didn't improve the tone of her Tesla reporting. But I'm really just guessing there.
Correct
IMO.......Dana is, to a certain extent, beholden to her Bloomberg masters. The pivot I saw was when she left Mercury and went to Bloomberg. Everything snowballed from there.
Correct
IMO.......Dana is, to a certain extent, beholden to her Bloomberg masters. The pivot I saw was when she left Mercury and went to Bloomberg. Everything snowballed from there.
Fact Checking
Well-Known Member
Just in case the parody account wants to adjust his screen name as well, here's a suggested Unicode homoglyph equivalent that differs in three characters yet renders almost exactly the same on screen:
original:
TESLAcharts
parody:
TESLAϲһartѕ
I fully support the TESLAϲһartѕ parody account that is exposing the lies of the TESLAcharts account!!
(Could someone tweet this suggestion to TesIaCharts please?)
$268.30 average
I bet the babycharts is jealous of the OG TeslaCharts - TC got 10k likes and counting for this tweet - something that babycharts can only dream of
TESLAcharts on Twitter
Just in case the parody account wants to adjust his screen name as well, here's a suggested Unicode homoglyph equivalent that differs in three characters yet renders almost exactly the same on screen:
original:
TESLAcharts
parody:
TESLAϲһartѕ
I fully support the TESLAϲһartѕ parody account that is exposing the lies of the TESLAcharts account!!
(Could someone tweet this suggestion to TesIaCharts please?)
Done
Just in case the parody account wants to adjust his screen name as well, here's a suggested Unicode homoglyph equivalent that differs in three characters yet renders almost exactly the same on screen:
original:
TESLAcharts
parody:
TESLAϲһartѕ
I fully support the TESLAϲһartѕ parody account that is exposing the lies of the TESLAcharts account!!
(Could someone tweet this suggestion to TesIaCharts please?)
OT
How does that work? Which letters/codes?
Why? If the price is $500 and the split 2 to 1 all it does it drop the price to $250 and double the number of shares. It doesn't logically change anything. If you just can't afford to buy a $500 share all that means is you have to wait longer to buy a share until you have enough money.
bhtooefr
Active Member
GREEK LUNATE SIGMA SYMBOL, CYRILLIC SMALL LETTER SHHA, and CYRILLIC SMALL LETTER DZE instead of c, h, and s.
LN1_Casey
Draco dormiens nunquam titillandus
Buying 1 share at $500 is different than buying 2 shares, since you can further split down to either $250 for one if the person needed to allocate funds elsewhere that time, or $750, if they had an additional amount.
It's also somewhat psychological. Like the fact that if i get 2 burgers for the price of $10, or 1 burger for the price of $10, even if the exact volume is the same between them, it feels like more and a better purchase. I love Tesla, and I very firmly believe it's a wonderful company that will succeed, but I am not a rich person with piles of cash to fling about. Spending $500 at a time to get two shares vs, the same for one, eh... I probably would just stop buying shares.
I think Tesla is likely to be targeting around 80k Model 3 production and 20k S/X production in Q3, though it's possible they are going for 90k 3 and 25 S/X. Tesla could well have exited the quarter already at a 100k run rate given they were ramping the SR+ battery and the Raven S/X through Q2.
Tesla doesn't likely have room to further reduce inventory from here (in fact inventory could increase in Q3 if they make more progress unwinding the delivery wave), so further production ramp up is necessary if they are to remain on track for 360-400k full year delivery guidance.
Seems very manageable, but could still be held back by panasonic cell supply for Model 3, and possibly more line downtime for S/X if they work on stage 2 of the refresh.
Tesla doesn't likely have room to further reduce inventory from here (in fact inventory could increase in Q3 if they make more progress unwinding the delivery wave), so further production ramp up is necessary if they are to remain on track for 360-400k full year delivery guidance.
Seems very manageable, but could still be held back by panasonic cell supply for Model 3, and possibly more line downtime for S/X if they work on stage 2 of the refresh.
Artful Dodger
"Neko no me"
Remember, the NASDAQ regular sessions ends today at 1:00 pm EDT, and is closed tomorrow for the 4th of July Holiday.
GLTA!
GLTA!
Dana, NY Times, CNBC, you name the major outlet with heavy misinformation for years,
some combination of
The Day That TV News Died | BillMoyers.com
and/or
all super supersized by the reality that Tesla is a very high probability catalyst to the fossil fuel economy falling away to history (roughly 10% of the world’s total economic activity).
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TheTalkingMule
Distributed Energy Enthusiast
Downplay and misdirection from CNBC. Not surprising. I still see institutions flooding back into this stock and the end of hesitation from other large investors.
You're on the far end of the scale from large to small investors.
For less small investors a high stock price works against a popular investment strategy for stocks with high volatility and no dividends.
I.e. Buy 100 shares ($ 24,000) and sell 1 call option (e.g. TSLA 17 jan 2020 $ 310,00) @ $ 1,300.
Wait for the options to expire worthless in January (5% return) or stock to rise above $ 310 by then (29% return).
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