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

Lycanthrope

S3XY old dude
Supporting Member
Nov 15, 2013
9,818
76,100
At home
Max Pain 810.

Indeed - that hedge fund (forgot their name) is just allowing the SP to drop, they'll buy up shares if necessary to get the SP higher by close Friday - too many puts at $800 to allow it to close below that. If it pops too high them they sell a few of those millions of shares they grabbed during the C19 dip to drop it back down.

But looks like shorty are magnifying the drop here, poor misguided souls...
 

StealthP3D

Well-Known Member
Dec 12, 2018
9,737
77,634
Maple Falls, WA
Repeat of last year when demand question took over the narrative and drove the stock all the way down to $178?

Q2 bad, Q3 and Q4 blow out of the park, get your dry powder ready...

How short memory is...

The price bottomed at an intraday low of $178 almost a month before the "bad Q2" was finished and almost two months before Q2 financials were released. I doubled my TSLA position the next day at $184.

We are not going to see a repeat of that - the dynamics are not even comparable.
 

dhanson865

Active Member
Feb 16, 2013
4,670
7,696
Knoxville, Tennessee
I understand where you're coming from, but I very much disagree.

It's not just "removing a few cells." They're not line up like toy solders easy to move around, they're made into modules, which are then made into packs. Making a smaller pack would require a whole assembly configuration, or they'd have to rework an existing line. If they did that, then they'd have 3 different pack lines for the 3 alone, and even the model S (currently) only has 1 for savings purpose.

At end of 2019 there were about 5 times as many 3/Y packs going out the door vs S/X packs. So 3 to 1 ratio isn't that absurd.

If S/X production capacity stays stagnant and 3/Y capacity is expanded there will be an ever widening ratio between the two. Enough so that any past decision about the S/X pack doesn't really apply to the future of 3/Y.
 
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ninpb

Member
Jun 19, 2018
656
2,966
90720
Looking at the model Y forum order/delivery spreadsheet, it looks healthy AF. With it being a small/mid suv, extrapolation to general population is probably closer to true. I suspect that S3X price decrease is more for cannibalization with a little bit of nudging of worried buyers who were always going to buy a 3 but holding off on personal financial uncertainties.
 

Beltsbear

Active Member
Jan 1, 2016
1,053
5,973
Dc
Coronavirus is about twice as fatal as a seasonally bad flu i.e. one that appears every 5 years or so, although of course nowhere near as fatal as the Spanish flu from 1918, so in that aspect Elon is correct. And anyway, I think he is trying to make the point that life should go on as it isn't a big sci-fi like pandemic as people imagine. He is completely correct here. Never before has the whole world shut-down to prevent 82 year olds from dying! (average age of death from coronavirus in the US).

The damage from the shut-down could be way worse that the damage caused by the virus.

To get back to Tesla re. the price cuts today, this could be very good news or pretty bad news. If there is an announcement about battery day today then I would take this as good news that the new battery tech is helping lower prices. If no announcement, then probably there is (temporary) demand issue, which will last as long as there are lots of people unsure about their jobs and finances. Completely to be expected, although the question is how much of a temporary demand issue there will be, and how long will it last...
NYC and Italy prove that wrong. You can be against lockdowns without lying about the severity of Covid. Covid is at least five times as deadly as the worst of the last 50 years flu.
 

Driver Dave

Member
Oct 10, 2016
813
7,582
Boston, MA
NYC and Italy prove that wrong. You can be against lockdowns without lying about the severity of Covid. Covid is at least five times as deadly as the worst of the last 50 years flu.

Agree.

I find people pick data that is not based on the actual strength of this virus, but on a picture of things with people masked up, socially distancing, hanging home... aka the charts you see are not the actual reality of the virus doing its thing unchecked.

All the links Elon references as "read this" always have this problem.


But I do think Tesla has the right approach to opening:

1. They have to open.

2. They will listen to the science and do it as right as they can.

3. When you do do things right, you can mitigate the impact the virus has.


So regardless of Elon, they are doing "smart re-opening" which is the way to make it work.


Just re-open! Is stupid.

Re-open smart! Is smart.


TSLA Long.

it's obvious.
 

pnungesser

BarNun
Dec 9, 2015
284
1,327
Mill Spring, NC
A new video from GigaBerlin:

27 May 2020 Start foundation work. A really big bustle on the construction site. Now that the building permit for foundation work has been issued, things are moving ahead at full speed.


Wow! Finally some movement. I was getting tired of looking at parked heavy equipment. Do we know whether they will be allowed to use pile foundations? At one point someone said that piles were not allowed because of the water table/supply, but it looks like thy're doing a static pile test.
 

heltok

Active Member
Aug 12, 2014
1,278
11,094
Sweden
A new video from GigaBerlin:

27 May 2020 Start foundation work. A really big bustle on the construction site. Now that the building permit for foundation work has been issued, things are moving ahead at full speed.

Would be great if someone with construction experience could explain what is happening in the video, why they are doing what they are doing and in what order!
 

Christine69420

Autopilot's Assistant
Supporting Member
Oct 19, 2018
1,323
16,019
Scandiwegian
Wow! Finally some movement. I was getting tired of looking at parked heavy equipment. Do we know whether they will be allowed to use pile foundations? At one point someone said that piles were not allowed because of the water table/supply, but it looks like thy're doing a static pile test.

Someone somewhere (sorry can't remember) said that the length of the piles were important regarding the water table. And that is part of the reason for the testing.
 
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