Todd Burch
14-Year Member
Yeah I’ve never seen the price so steady during a call. No idea what that means.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Yeah I’ve never seen the price so steady during a call. No idea what that means.
plaid will be substantially more expensive. Not sure how many would want to wait on vehicles that are expensive supercars. That seems like a small customer base. Don't get me wrong, they will be awesome halo cars that will push sales on everything else. Just not sure how many actual people are going to wait for plaid.
She is smart, young and looks hot
OK... but that (emphasis mine) is relevant to investors how?
I'll give this a listen or two tonight in honor of today's report. The original just doesn't capture my mood well enough. ;-)
So this gives us some more details. 415k in Q4. S&X are 90k, so Model 3 was 325k. So maybe Model Y is at 75k? ~1,400/week? No again, that seems high as they would need to stash ~7k Model Ys somewhere if they started deliveries on march 1st...
Also, S&X is 90k while still running on a single shift.
Fact Checking
Well-Known Member
There was constant buying during the call at significant volumes, but I guess someone wanted to control the price and kept it at around $650. Big options writer not properly hedged for 1/31 expires hoping to shake out weak hands?
I suppose it could mean they are pursuing a flexible and configurable assembly line where they can dynamically change the mix of products. Not a new idea for the auto industry for instance see Continued Evolution of the Toyota Assembly Line | AllAboutLean.com It'd be a good idea in principal so that they could better match to future demand. Though the fact that they have designed two separate wings in Shanghai for 3 and Y is counter-evidence.
I love the smell of shorts burning in the morning!!
Some negative and positive take aways from the letter and call.
Negatives:
- FSD will take longer, and less clear what feature complete implies.
- Plaid pushed back to the end of the year (it seems).
- Not enough batteries for semi (this year?)
- Q1 might not be profitable
Positives:
- Not going to waste the perfectly good 18650 cells.
- Model Y production started already.
- First solid date for battery investor day. And it will blown our mind.
- Aiming for low profits and maximizing growth and lowering prices (Amazon growth scenario?)
- Not going to do boneheaded capital raises because we are generating more cash than we can reasonably spend.
Negatives:
- FSD will take longer, and less clear what feature complete implies.
- Plaid pushed back to the end of the year (it seems).
- Not enough batteries for semi (this year?)
- Q1 might not be profitable
Positives:
- Not going to waste the perfectly good 18650 cells.
- Model Y production started already.
- First solid date for battery investor day. And it will blown our mind.
- Aiming for low profits and maximizing growth and lowering prices (Amazon growth scenario?)
- Not going to do boneheaded capital raises because we are generating more cash than we can reasonably spend.
I've had several acquaintances over the past few months tell me they are waiting for another dip before "buying back in" or increasing their stake. I never give direct advice (for a variety of reasons) but I always pointed out that another dip was hardly guaranteed and a dollar cost averaging strategy might be ideal. Much of my thought process was due to the helpful/intelligent/experienced folks here. The ones who listened are happy.
ByeByeJohnny
Active Member
For most of us the fact that she's rich, or will be, might be more important.
And the competition from any of the others on CNBC isn't that great
Whoever it was that wanted less OT a couple of weeks back is obviously Elon. He doesn't have time for the drivel most of us posts. Will you fess up Elon or will I have to go back and see who it was?
That resembles classic “attitude hold” automatic control system behavior.
Battle of the bots.
Elon is one of the mods.
I think you do, someone with a lot of shares put a limit sell order out at that price. Clamped.
My selfish takes from the call:
1. I like the Y with 315 miles, thank you Elon!
2. Given the revelation they have more CT orders than they can deliver in 3-4 years, which I think means line and delays, I'm gonna hate those of you who put the order in front of me
1. I like the Y with 315 miles, thank you Elon!
2. Given the revelation they have more CT orders than they can deliver in 3-4 years, which I think means line and delays, I'm gonna hate those of you who put the order in front of me
Some of it may be shared, but they specifically showed pictures of the Model Y body line in the update presentation.
I'm sure that stamping and paint are shared, maybe GA too... But I sort of suspect that Model Y is mostly all on it's own using what they learned with Model 3 and GF3...
Unpilot mentioned his two brothers that sold out $475: Tesla, TSLA & the Investment World: the 2019-2020 Investors' RoundtableI've had several acquaintances over the past few months tell me they are waiting for another dip before "buying back in" or increasing their stake. I never give direct advice (for a variety of reasons) but I always pointed out that another dip was hardly guaranteed and a dollar cost averaging strategy might be ideal. Much of my thought process was due to the helpful/intelligent/experienced folks here. The ones who listened are happy.
Plus there were people chiming in at the low 300s through the low 500s saying they sold out and are waiting for cheaper.
It would be nice to hear if any of them bought back in. I know a rare few did after some debate.
Fact Checking
Well-Known Member
You don't need "a lot of shares" to have a large limit order at $650, only a lot of money/collateral.
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