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

[Artful Dodger]

For what it's worth, max pain is down to 232.50 (from 240.00 on Monday).
Opricot Open Interest|Volume|Max Pain

Yeah, M/P won't matter with this level of volume: 1M shares traded within 20 min of the news, now 3.6 shares since the news which is equal to the entire day's volume BEFORE the news. And its squeezy out today...

SP: $240.37 as I write​

Cheers!

 

[RobStark]

t
Can Porsche Beat Tesla With Its New Taycan EV?

Summary:

• 
  
• Taycan is twice the car of Porsche's Panamera, but only 5/8ths of a Tesla Model S

Dang, that is extremely precise.

 

[SOULPEDL]

• “Even in a market like China, where EV models are commonplace ... Teslas are among the only electric vehicles (EVs) that consumers actually want to buy,” Piper Jaffray said.

Of course, China gets it. Is it safe to say that China doesn't have the same Media influence from big oil? ... with false stories removed and likely rare (assumptions here). So then people are getting more of the truth in China as a result, if so. We all know it's the best car on earth, and so does China, I love this!

Anyone seen a <duck hunter> in China? I think the US will turn out to have the slowest-to-adopt curve in terms of % capable of buying Teslas vs actual sales by country. It would appear the Scandinavian countries are leading so far in this "capable growth" curve.

 

[elasalle]

⛴ Morten Grove on Twitter
10:06 GMT Glovis Courage arrived in the UK supposedly with another shipment of RHD #Model3 for the UK

 

[Doggydogworld]

China will do it. Even at a 1k a week (and it's suppose to be 3k by the end of the year) we're looking at 10k+ additional cars.

Tesla says 3k/week by 6/30/20.

I didn't see anyone link to the source article for ElecFred's October 14 production start. Apologies if this is a duplicate. Hopefully the P&D report will give a status update.

 

[TheTalkingMule]

The degenerate gamblers that used to simply manage hedge funds have now been forced to find another job since everyone figured out they don't know what they're doing.

That new job is quite clearly creating artificial volatility via media and SP manipulation. Hooray for the Information Age!

 

[Bet the House]

Correct me if I am wrong but didn't Elon sandbag the numbers a bit in his Q2 email leak? If so, its possible 100k is very likely and over 100k is probable.

Even if they don't hit 100k but beat Q2 numbers, it is still a significant accomplishment.

 

[FreqFlyer]

Elon's Email leaked.

Tesla stock up 10.46

Getting shades of "Blue Horseshoe loves Tesla."

 

[Artful Dodger]

Volume is off the chain: 4.00 M shares now traded in 1hr 7min... lot's of money has been sitting on the sideline waiting for this:

Bozz Shortz paniking. Fears 2morrow's open after margin calls. Spending $$$ like a drunken sailor to try to kap this orbital-class equity.

Big P&D report coming in about 2-3 trading days. Purr-fect timing for us catz.

Cheers!

 

[Cherry Wine]

Correct me if I am wrong but didn't Elon sandbag the numbers a bit in his Q2 email leak? If so, its possible 100k is very likely and over 100k is probable.

Even if they don't hit 100k but beat Q2 numbers, it is still a significant accomplishment.

While I agree, caution is strongly advised.

 

[Bet the House]

While I agree, caution is strongly advised.

Right. The Q1 email leak could have been read as being bullish and we all know how that turned out.

 

[elasalle]

⛴ Morten Grove on Twitter
Deliveries at Koopman Auto Terminal in Amsterdam. Cars as far as the eye can see

 

[Krugerrand]

A little worried about US sales for this quarter (based on local inventory) for the 3 and fully expecting a disaster from S/X.

Yeah, me too.

 

[TheTalkingMule]

No way they hit 100k deliveries. Literally zero chance.

 

[Reinhard]

Right. The Q1 email leak could have been read as being bullish and we all know how that turned out.

I don't remember. Did it talk about specific delivery numbers like this current leak?

 

[dha]

So if Tesla is getting 110,000 orders in the quarter, and they're currently delivering 100,000 *without* GF3 producing cars, aren't they going to need to goose their demand a bit? Or are the orders naturally going to increase once GF3 starts production?

As others have said GF3 will allow Model 3 to be priced more competitively, spurring demand in China. As for other markets--demand will continue to grow organically as there are more cars on the road. The best kind of marketing is Tesla owners showing their friends and family first-hand how awesome the product is. That effect scales exponentially with production.

 

[Bet the House]

I don't remember. Did it talk about specific delivery numbers like this current leak?

From what I recall (a little fuzzy at this point), it was an email from the CFO saying they still had 30k cars to be delivered within the last few weeks of the quarter. At that point, TMC believed it was bullish as we thought there were already 40k-50k deliveries in that Q, when in reality, it was closer to 30k.

 

[elasalle]

Tesla says 3k/week by 6/30/20.

I didn't see anyone link to the source article for ElecFred's October 14 production start. Apologies if this is a duplicate. Hopefully the P&D report will give a status update.

Yes target for GF3 is like 3K/week. But GF3 Model Y will enter China Market almost in tandem with US ...

 

[Todd Burch]

It seems all but confirmed we'll get at least 65,000 deliveries now! Maybe, if the stars align, 70,000 is in the cards! Glorious!

 

[mrdoubleb]

⛴ Morten Grove on Twitter
10:06 GMT Glovis Courage arrived in the UK supposedly with another shipment of RHD #Model3 for the UK

Maybe these are the cars TeslaQ said were being dropped somewhere in the middle of the Atlantic. In an incredible turn of events they are now raising them and selling them to unsuspecting customers. #rustgate