Cirrus MS100D
Member
This was posted and discussed last week when this "article" went out on etrek.
Something seems "off" about it:
Giga Berlin might be delayed due to sandy soil that needs piles in order to support the foundation : teslamotors
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Something seems "off" about it:
Giga Berlin might be delayed due to sandy soil that needs piles in order to support the foundation : teslamotors
Ok, good to know. I just posted link as requested.
The main thing with Q1 is that Musk said corona virus panic is dumb while everyone else was panicking.
He got a lot of flak for the misinterpretations, but who do you want to be with? The guy who is panicking or the guy who isn't?
Mo City
Active Member
645?
So the Oppenheimer analyst's comments are why we have a 12% swing today? Anything else?
So the Oppenheimer analyst's comments are why we have a 12% swing today? Anything else?
dc_h
Active Member
By cliff you mean a blip? Production over sales
Is a hit to cash flow, but not profit. Sales are way up from 2019 Q1 and COGS are down from 2019. Overhead is higher from Shanghai, but the depreciation expense is unit based. They might lose 500 million, but I’d guess closer to 100-200 million loss. Q2 depends on the Fremont return to production. If May 4 happens, Q2 could also be close to break even.
Tesla should shut down factories more often.
Mike Smith
Active Member
Today:
F -4.85%
GM -4.25%
TSLA +12.5%
Both Ford and GM have lost nearly 20% of their value relative to Tesla today.
F -4.85%
GM -4.25%
TSLA +12.5%
Both Ford and GM have lost nearly 20% of their value relative to Tesla today.
woodisgood
Optimustic Pessimist
I think this is mostly a delayed reaction to the surprisingly good P&D report. I am a true agnostic on how much SP moves are distorted by MM manipulation, but it sure looked like the initial tepid SP reaction to that report was due to a heroic effort to keep the SP under 500 at the Friday close after release. Now, after another week of lingering manipulation, the SP is truly free to rise.
Also contributing to the rise is more light at the end of the tunnel of the shutdown at Fremont, and great momentum in China.
Also contributing to the rise is more light at the end of the tunnel of the shutdown at Fremont, and great momentum in China.
So much for the "super duper wiring" in the Model Y. Remarks by Elon in products and capabilities used to be correct with only timing being off (though some of the promises still need to materialize)
With the wiring in the Model Y we start to see a plain untruth. Don't like where this is heading..
CNBC just showed Tesla as a market movers and the girl said “Tesla up today on report that....(long pause) that they will furlough their staff this week...they have stopped production of cars at their California plant...they plan on starting production again on May 4th...Tesla up 12%”
My opinion is that the surge in China ordering plays a large factor for today's rise.
powertoold
Active Member
No demand cliff in sight now that the LR RWD is being made in China. Also demonstrates the strength of the supply chain at gf3.
I assume some short covering this morning got the ball rolling. Those 600 calls that look to be executed, China numbers were out all weekend, but I wouldn’t be surprised to start off tomorrow with another decent run. I think there will be some more covering going on.
I see it as adapting to change. They did speed up Model Y delivery, so some things gotta get compromised.
Artful Dodger
"Neko no me"
Why? When did you sell? (SP up $200 over past 7 sessions)
Not sure if the Octo bottle or the bottle of Canadian Club is the more interesting find...
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