The whole country essentially shut down by Jan 22rd. Half of the country are on the road by Jan 17th. Don't expect much activity after Jan 17th.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I do not understand shorty-logic. Is TSLA was deemed a good short at $180-200 range (last big accumulation of short interest coincides with that SP range), then $360+ should be twice as good !
Its a huge shorting opportunity, why would they cover now ?
Do they hate their money and want to throw away just half of it?
That's because you aren't mentally ill
Words of HABIT
Active Member
Moneyball
In 2002, The Oakland Athletics American MLB League completed the most consecutive wins (20).
O'K, TSLA, Time to break this record.
In 2002, The Oakland Athletics American MLB League completed the most consecutive wins (20).
O'K, TSLA, Time to break this record.
The obvious lesson here is to beat the crud out of your products during the reveal.
Words of HABIT
Active Member
FYI, the article was very pro Tesla, mentioned Tesla many times, no other manufacturer was even mentioned, and there was a picture of a model X and another picture of a model 3 charging. Just that one misleading sentence. We are getting closer. Times are a'changing.
I thought just a few weeks ago that Tesla would Osborne some of the Model Y sales with the Cybertruck. Now I am thinking that all of this attention may actually sell more Model 3/S/X even as it puts some near term buyers into waiting for the Cybertruck. Tesla has gotten millions of dollars worth of free advertising.
I have been of the school that Tesla should pay for some advertising, but now I see that either by accident or design, Tesla has a good thing going here.
I think some Cybertruck buyers will reconsider and get a Model Y.
The whole worry about Tesla vehicles Osborning other Tesla vehicles is overstated.
Model 3 did it to Model S to some extent, and Model Y will do it to Model X to a similar extent.
That is because Model 3/Y were both smaller and significantly cheaper.
While people are critical Tesla navigated a tricky mine field in Q1 2019... that is in the past now..
Predictions of 1,000 Model Y per week by say June/July seem right to me, Model Y will not Osborne Model 3 to any great extent, as it will be initially higher priced, and available in smaller volumes.
CT will be shipping probably late 2021 again these are now the higher priced variants and in smaller volumes. by that time Model Y will be ramped to a decent volume... So to get CT instead of Model Y, the customer has to want a CT...
I see all Tesla vehicles as significantly different..
Let's not be surprised if Cramer one-ups the other CNBC employees, and is able to get Elon to sit for an interview on the "Mad Money" show.
The lower priced S (75 kWh) which was very popular because of the price was replaced by the 3. I doubt if many of the higher configurations were affected, because people who can afford the higher priced S or X will almost always purchase those. The 3 was too small and no hatchback, so I was not interested. The Y also appears to be too small. Cybertruck and Y are for different markets. 3 and Y are for different markets.
Given that the highest price Cybertruck has about 40% of the reservations and the second highest price also has about 40%, I don't understand why there would be small volumes. The small volume is the lowest priced Cybertruck.
THAT would blow my mind. More than probably anything I've seen this year including the Cybertruck.Let's not be surprised if Cramer one-ups the other CNBC employees, and is able to get Elon to sit for an interview on the "Mad Money" show.
I feel it is out of the question that Elon would ever end up on CNBC as a guest.
Artful Dodger
"Neko no me"
The Model Y ramp up at Fremont will depend largely upon the continued successful buildout of the Battery Workshop at GF3/Shanghai.
GF3 will be at 3K/wk at some point in 2020H1, and we have strong signs the Fremont is already at 7K/wk. That's 10K packs/wk that have to come from GF1/Sparks. So Model Y will be battery cell constrained in 2020H1 until GF3 can begin their own pack production from locally sourced cells, freeing up those extra 3K packs per week for Model Y at Fremont. Whew, logistics!
Panasonic will (as usual) be under continued pressure to increase cell production throughout 2020. I think the ultimate limiting factor on Model 3/Y output at Fremont is stamping capacity, at about 14K/wk with the existing Schuler press.
That 14K capacity could be allocated as demand requires, ie: 5K Model 3 and 9K Model Y to satisfy initial high demand for Y, and then tilting back toward 3 when GF4 brings more Y capacity online in 2021, and Fremont continues to be the sole source of Model 3 for Europe.
Cheers!
P.S. I think TE needs to build a Gigafactory in Western Australia: Solar, Power-walls/packs and Megapacks. It'll be huge given nascent demand for TE products.
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Since Model Y will come out soon the Osborning effect will be short. Moreover when people bought the 3 instead of the S Tesla received less money, when people will buy the Y instead of the 3 Tesla will get profit. It will hurt a bit the X sales, but considering the fact that Y should have high profit margin that is OK.
Cramer is a clown, but not a moron. I personally do not care about his opinion, but many people do. He has started to act as an unpaid Tesla car, solar roof and TSLA stock salesmen. This is a positive development for Tesla.
Gotta keep GF2 utilize rate and employment up though, there's penalty if goal is not hit.
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By small volumes I mean it will take time to ramp, so small volumes available initially.
I agree Model Y and Cybertruck are very different, there is no significant overlap......
What I am saying is some percentage of Cybertruck buyers may reconsider and get a Model Y for reasons or price and earlier availability.
That depends in part of how they were intending to use the vehicle.. I also agree that some buyers will wait, as they only want or need a Cybertruck...
I'm just not seeing the flip side, lots of people initially intending to buy a Model Y deciding to wait longer and pay more for a Cybertruck. If they have flipped Cybertruck is what they always needed. But Model Y sells in a popular market segment worldwide, plenty of people want that kind of car.
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