JRP3
Hyperactive Member
Can't seem to find this "news" anywhere today, nor it's effects. Seems all those echos were correct.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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JRP3
Hyperactive Member
Not sure if this was posted, but here's a wild rumor on social media about GF3 production hitting 1000 per week.
RUMOR: GF3 already hit 1,000 MIC Model 3s per week : teslamotors
i'm skeptical after years of reading about production rates, but here it is anyways. Assuming it's even true, it could be that they just hit it for a day.
RUMOR: GF3 already hit 1,000 MIC Model 3s per week : teslamotors
i'm skeptical after years of reading about production rates, but here it is anyways. Assuming it's even true, it could be that they just hit it for a day.
This is the first time I have to question the veracity of Cathy's words.
She said they have analyzed the Cybertruck from many different angles, errr excuse me, but Cybertruck does not have many different angles! Although it is angular, but those planes have very few angles to meet unlike a curvature that has infinite.
At the end when the bearish news anchor tried to grill her about what market share Tesla would have in the future vs Toyota and what are their market caps, she said Toyota market cap is irrelevant. She should have added: "because they still have no EVs and the future of auto is 100% EV, so they are staring down a fast approaching Extinction Level Event -- any stock price and market cap >0 for Toyota is overpriced".
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Just a quick NL+NO+SP update... As of late last week, this quarter has surpassed the final delivery total for each quarter in 2018 for these three countries, and this before the EoQ rush really gets into high gear.
2019 Q4 is currently sitting 68% higher than the highest prior quarter for NL+NO+SP, which was Q3 of this year. Should make for an interesting finish to the year. Q3 ended at 12,349 for these 3 countries. If Q4 were to maintain that 68% lead, it would end with 20,800 deliveries just to these 3 countries.
Usual caveats: This is just these 3 countries, deliveries here could be starving deliveries in other countries, past performance is not an indicator of future results, don't count chickens, eat your Wheaties, etc.
2019 Q4 is currently sitting 68% higher than the highest prior quarter for NL+NO+SP, which was Q3 of this year. Should make for an interesting finish to the year. Q3 ended at 12,349 for these 3 countries. If Q4 were to maintain that 68% lead, it would end with 20,800 deliveries just to these 3 countries.
Usual caveats: This is just these 3 countries, deliveries here could be starving deliveries in other countries, past performance is not an indicator of future results, don't count chickens, eat your Wheaties, etc.
Artful Dodger
"Neko no me"
JRP3
Hyperactive Member
The Accountant
Active Member
Tree4DJuan
StealthP3D
Well-Known Member
To be clear, Analog Andrew's point wasn't that Toyota or VW had such a huge market share, it was that the leading automaker today has to share the market with so many competitors that no one has 17% market share (and thus little Tesla shouldn't dream so big).
But it was a bad point for more than one reason. The 17% market share projection under discussion was Wood's best-case scenario (6% is their bear case). It's only natural that the winners and losers will change when you have the kind of disruption EV's are bringing to global vehicle manufacturers. Probably the most comparable time was when the motive force switched from horses/mules to gasoline engines. You can bet the number one carriage maker did not retain their market share. Ford had 60% market share with its Model T and horse-drawn carriages essentially stopped selling (carriage makers were installing engines or going out of business). 60% market share! It was only after decades of growing the ICE vehicle market that Ford's market share dropped to more "normal" levels.
So, no, 17% market share is not silly as Andrew was trying to imply. And 6% market share would still be tremendous growth and justify the price today.
Well after having unsatisfactory experiences with accounts at etrade, scottrade, (td)ameritrade, and vanguard (never tried Schwab), I have to say I’ve been very pleased with Fidelity’s policies, web site, and overall experience for the last 4 years or so.
I saw it posted on CNBC pre market and 19 hrs ago on market watch.
We will have to see how the day will turn out but I have said multiple times I am not expecting a rally but a flatish day due to bad news countering the good. So far Tesla is performing just okay compared to something like SHOP this am for me. A green day is always welcome.
But you see..I am desperately trying to cause FUD because I'm a secret Tesla Short per Stealthp3d.
Artful Dodger
"Neko no me"
... and we reached the mid-BB (341.54) a moment ago:
Now let's see if Buying Interest will outweigh Selling Pressure for the rest of today's Session
Cheers!
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The one of mine they quoted was my moderator post about not doxxing. Nevertheless I complained, pointing out that they had removed the statement in my footer.I was so ready to file a violation complaint (and perhaps I should) but I can't help but laugh at my post they quoted. After all, the one they chose to quote as my call out to the shorts -- and they did!
Sad to say, their influence is woefully insufficientThey need to knock it down by another $40 for me to finally achieve 100% $TSLA nirvana.
oops, now its $42. Try harder!!!!!
From the twitter thread ..
Very few of the vehicles on Jasper Arrow and Glovis Cosmos have registered VINS, meaning Grand Neptune’s cargo has leapfrogged the previous two ships
Is this because of issues with US headlights or something that was mentioned a few days ago?
Market Leaders generally equate to anywhere between 10-50% of any market they sell good/services in. For the auto market, as it stands, this is typically ~10% for the likes of Toyota and Volkswagen. What Cathie Wood is referring to when it comes to a drop in market share is a few points IMO:
1. Tesla may not be a market leader in the future when the rest of the field catches up (or new competitors) and lose that 17% hold by a lot. BEAR
2. Tesla may continue to hold their market share in the future while the rest of the field catches up (and keep the market leader status) ~10% if metrics in the new EV market relate to the old ICE market. MID
3. Tesla may be the pre-eminent market leader in the future and it's a completely different market with EVs compared to ICE vehicles. >10% market share due to moats. BULL
Fremont Model 3 ramp took over 6 months to get to 1000 per week
Their sell rating was probably a marketing move to drum up business from anti-Tesla companies. It must not have worked, so they are now going to change their tactics.
Other Tesla analysts : how can Apple be worth $1T+? No other PC company is worth anywhere near that. Sell!
Hard not to assume that the GF3 ramp wouldn't ramp far faster.
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