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

[vikings123]

Jay in Shanghai on Twitter

Reports of MIC performance models on delivery trucks. This along with the model Y deliveries should help with a higher ASP and margins.

Do we know what wall street is expecting for deliveries this quarter?

 

[ev-enthusiast]

Premarket interesting once again.

 

[carterm2]

Premarket interesting once again.

is -5% Frankfurt not going to work for MaxPain?

 

[ProfTournesol]

Premarket interesting once again.

Yes! Time to buy again.

 

[LN1_Casey]

Premarket interesting once again.

Oooh, my 700 order should pop if it opens like that.

 

[Fact Checking]

Premarket interesting once again.

Yeah, overnight macro dropped by about -2% (Nasdaq futures), and TSLA followed it with the usual 2x magnification to around -4%.

(The Frankfurt numbers were skewed by the fact that the Euro strengthened significantly this week, now at just below 1.13 - which pushes the price of TSLA in EUR lower.)

 

[KarenRei]

When the meteor hit the Earth, dinosaurs died first.

Not all of them. I happen to own a small theropod dinosaur as a pet (Amazona oratrix) Very close in lineage to Velociraptor, Oviraptor, Dromaeosaurus, etc.

And the most important part:

• Tesla said it can hit its 2020 production target of 150,000 electric cars

Or in Adam Jonas's numeric system, "35,000-40,000"

 

[ev-enthusiast]

Yeah, overnight macro dropped by about -2% (Nasdaq futures), and TSLA followed it with the usual 2x magnification to around -4%.

(The Frankfurt numbers were skewed by the fact that the Euro strengthened significantly this week, now at just below 1.13 - which pushes the price of TSLA in EUR lower.)

Yesterday I was happy to see that there was no big magnification of the Nasdaq moves.

 

[Fact Checking]

Yesterday there was no big magnification of the Nasdaq moves.

That's false, there was a drop from ~$749 to ~$712 in the premarket yesterday (-5.2%), which was a 2x magnification of the corresponding Nasdaq futures drop of ~2% (8,880->8,710) in that time frame.

You even commented on it:

-5% during premarket.

 

[KarenRei]

Oooh, my 700 order should pop if it opens like that.

I'm now glad that the market just barely missed my last buy point yesterday; I'll get a much better buy today. Maybe two buy points hit?

 

[ev-enthusiast]

That's false, there was a drop from ~$749 to ~$712 in the premarket yesterday (-5.2%), which was a 2x magnification of the corresponding Nasdaq futures drop of ~2% (8,880->8,710) in that time frame.

You even commented on it:



Please keep your stories straight.

Yes, correct. Thanks for your comment. Only thought about regular trading yesterday. No bad intention. Let's see what will happen later today during regular trading.
In fact I hope we got and will get some SP support from Tesla solar expansion in China, Model 3 performance also produced in China, Model Y stealth deliveries, Giga Berlin progress, and so on.

 

[Thekiwi]

Premarket interesting once again.

not surprising given the increasingly worse economic data piling up.

 

[JBRR]

There seems to be some macro stuff unrelated to Tesla that's affecting the Tesla stock price.

Anyone know if something important is going on?

 

[SO16]

I would argue that Elon would not be human to not care or not be deeply impacted by all the *sugary* and terrible things said about him, from being weak and naive to being a showman, a snake-oil salesman, and a serial exaggerator all the way to being a fraudster and a cheat.

If "winning" means not only accelerating the transition to sustainable energy but also simultaneously taking down his detractors and accusers along with the FUDsters and anti-Tesla schemers, I give him free rein. Doing so would probably further speed up the transition to sustainable energy anyway. Sometimes the safest, quickest and most effective method is to pull out all the stops and go for the jugular.

Darn right. This is war! These other companies have had almost a decade to move to EVs and only are “slowly” doing so because of Tesla. People assume that if Tesla causes the other OEMs to go into bankruptcy, that it will slow down the transition to sustainable energy. I think it could speed it up. In bankruptcy, these companies could shed all the ICE crap holding them back and move forward with a cleaner slate. Or better yet, disappear altogether and something new is built from the rubble. The time of playing nice is over.

And to the Chanos and Spiegals of the world, they can slither off into irrelevancy. Once Tesla is in the S&P, profitable every quarter for 2 years straight, selling a million cars plus a year, I hope someone puts together a highlight reel showing just how wrong the naysayers were. And keep playing it. It’s one thing for those people to be wrong, but they were actively trying to make it reality. Disgusting and I have no respect for them.

 

[JBRR]

@ @ @ TESLA WINS APPROVAL TO SELL LONGER-RANGE CHINA-MADE MODEL 3 VEHICLES a] ra
Tesla wins approval to sell longer-range China-made Model 3
vehicles

BEIJING, March 6 (Reuters) —- Tesla Inc <TSLA.O> has secured
Chinese government approval to sell longer-range China—made
model 3 vehicles in China, the Ministry of Industry and
Information Technology said on Friday.

The vehicles will have a driving range of more than 600
kilometres before they need to be recharged, the ministry said
in a statement, while the current China-made Model 3 has a
Standard driving range of more than 400 kilometres.

Tesla started delivering cars in December from its $2
billion factory in Shanghai.

(Reporting by Yilei Sun and Brenda Goh; Editing by Susan
Fenton)

(([email protected]; +86 10 66271262; Reuters Messaging:
y.sun, [email protected]) )
Rank : likely positive

 

[Tslynk67]

I assume 780-800 doesn't do it for you in term of risk/reward either?

No, it's once again irrationally over-sold and can shoot up very quickly again, prefer to see it above $850 before I start trading again.

 

[Tslynk67]

Damn you....It's not even 11:00 here yet!

It wasn't even 17:30 here, from there I went to to a prog-rock concert in the south of the country and drank a hell of a lot more, stronger stuff.

Have a rotten hangover today - that clinic we we talking about yesterday sound enticing right now!

 

[Artful Dodger]

@ @ @ TESLA WINS APPROVAL TO SELL LONGER-RANGE CHINA-MADE MODEL 3 VEHICLES a] ra
Tesla wins approval to sell longer-range China-made Model 3
vehicles

BEIJING, March 6 (Reuters) —- Tesla Inc <TSLA.O> has secured
Chinese government approval to sell longer-range China—made
model 3 vehicles in China, the Ministry of Industry and
Information Technology said on Friday.

The vehicles will have a driving range of more than 600
kilometres before they need to be recharged, the ministry said
in a statement, while the current China-made Model 3 has a
Standard driving range of more than 400 kilometres.

Tesla started delivering cars in December from its $2
billion factory in Shanghai.

(Reporting by Yilei Sun and Brenda Goh; Editing by Susan
Fenton)

(([email protected]; +86 10 66271262; Reuters Messaging:
y.sun, [email protected]) )
Rank : likely positive

Tesla wins approval to sell longer-range China-made Model 3 vehicles | financialpost.com 16 min ago

 

[KarenRei]

@ @ @ TESLA WINS APPROVAL TO SELL LONGER-RANGE CHINA-MADE MODEL 3 VEHICLES a] ra
Tesla wins approval to sell longer-range China-made Model 3
vehicles

BEIJING, March 6 (Reuters) —- Tesla Inc <TSLA.O> has secured
Chinese government approval to sell longer-range China—made
model 3 vehicles in China, the Ministry of Industry and
Information Technology said on Friday.

The vehicles will have a driving range of more than 600
kilometres before they need to be recharged, the ministry said
in a statement, while the current China-made Model 3 has a
Standard driving range of more than 400 kilometres.

Tesla started delivering cars in December from its $2
billion factory in Shanghai.

(Reporting by Yilei Sun and Brenda Goh; Editing by Susan
Fenton)

(([email protected]; +86 10 66271262; Reuters Messaging:
y.sun, [email protected]) )
Rank : likely positive

I wouldn't be surprised if we end up with zero RO-ROs to China in Q2. Just some limited container shipping.

Q2 RO-RO shipping to Europe however should be superb.

 

[ev-enthusiast]

[...]
The vehicles will have a driving range of more than 600
kilometres before they need to be recharged, the ministry said
in a statement, while the current China-made Model 3 has a
Standard driving range of more than 400 kilometres.
[...]

Does the more than 600km range variant come with a new cell chemistry?