Excellent timing. Who could begrudge Elon his payday after the recent SpaceX coverage?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Just to be complete:Tesla will hold its 2020 Annual Shareholder Meeting on July 7
A stockholder proposal regarding paid advertising, if properly presented (“Proposal Four”). – “AGAINST”
Of course they should advertise!
They have a huge..I mean YUGE demand problem...everyone's talking about it.
I hope we see 15 spot's an hour on CNBC...lots of print ads on MarketWatch,
p.s. I have been drinking...this may not make sense.
JRP3
Hyperactive Member
...written by TSLAQ.All the shareholder proposals are
willow_hiller
Well-Known Member
Surely Tesla's management team has done analyses, and they know exactly what benefit advertising will bring them for exactly what (opportunity) cost.
Why would people doubt they're doing what's best for the company?
pz1975
Active Member
Maybe it was written by a Karen.
Krugerrand
Meow
I think there should be a test before one is allowed to purchase TSLA shares.
Grand Venus RoRo has loaded and left SF heading to Balboa, Panama. At least that's all the info I can see. I guess it is heading for the Panama Canal on the way to Europe.
https://www.marinetraffic.com/en/ai...mmsi:351034000/imo:9303211/vessel:GRAND_VENUS
https://www.marinetraffic.com/en/ai...mmsi:351034000/imo:9303211/vessel:GRAND_VENUS
I’m not so sure it is really wasting any time. Shanghai produces less than 1 car per minute. It only takes 2-3 people to handle driving cars onto car carriers, and I imagine the drivers of the car carriers contributes to this effort as well (this was standard procedure when I worked for a company involved in car shipping, after we unloaded onto the wharf it was then the car carrier drivers who handled the loading of cars onto their carriers. Of course it is a different circumstance when picking up from a car factory, but I cant imagine the car carrier drivers just stand around doing nothing while watching others load cars onto their truck).
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Tesla sent 20 staffers to SpaceX, Elon Musk's other company, filing shows
The two Model Ax’s that were used to deliver the astronauts to launchpad? Just thinking aloud...
The two Model Ax’s that were used to deliver the astronauts to launchpad? Just thinking aloud...
The sideways action in the stock price has really brought down the IV level of TSLA, so couldn’t resist and started nibbling on some Jan calls as the premium has lowered.
in regards to the price cuts, it is no surprise demand has been subdued/delayed somewhat and it makes plenty of sense for Tesla to move down the price curve a little to match supply/demand equilibrium for S/3/X. In saying that, it is remarkable just how fortuitous the timing of both the Model Y & MiC 3 ramp is, to occur precisely when the biggest economic shock in a century occurred.
Having not one, but two products with a huge amount of pent up demand be released at the precise moment that demand for your existing products is impacted by a massive external event, is an extraordinary piece of good luck.
in regards to the price cuts, it is no surprise demand has been subdued/delayed somewhat and it makes plenty of sense for Tesla to move down the price curve a little to match supply/demand equilibrium for S/3/X. In saying that, it is remarkable just how fortuitous the timing of both the Model Y & MiC 3 ramp is, to occur precisely when the biggest economic shock in a century occurred.
Having not one, but two products with a huge amount of pent up demand be released at the precise moment that demand for your existing products is impacted by a massive external event, is an extraordinary piece of good luck.
More likely 4 X's -- two for backup, just in case. But prolly a few bodies from several functions, HW, SW, logistics, IT/Telco, just in case of emergency....
The more I think of it, the more I'm thinking they were always planning on dropping the price of the US Model 3 when Model Y and MIC Model 3 started ramping up production to make a dent in Model 3 sales. I think it's less of an impact from Covid and more impact from Model Y being the hot new item that's actually being produced in volume and MIC Model 3 absorbing Model 3 production that used to come from Fremont. Essentially Tesla was waiting on those two products reaching mass production to then use the extra margin generated from those to lower the US Model 3 price to open it up to an expanded consumer base at a lower price. Could just be an overly optimistic view but we'll find out in a month or so. If production/delivery numbers surprise to the upside, I think it means the scenario I listed instead of Covid impacting demand. At least that how I'll interpret P/D coming in higher than expected, especially if Model Y numbers surprise.
The S/X price drop is either demand or incoming updates to those models. Could be either.
"SpaceX will pay Tesla an estimated $0.1 million."
Einhorn will ask for an audit on this if Tesla secures a Q2 profit
TheTalkingMule
Distributed Energy Enthusiast
Or both. They certainly didn't see this blip coming when Battery Day was announced, so the schedule of earlier model selloff could be all screwed up. Don't wanna announce million miles battery before you sell the older ones.
Photo taken earlier today (pea removed...)
Rumor has it that El Presidente ate one too many BeyondMeat burgers and the pea protein isolate entirely dissolved his frontal cortex.
Whoa hold your horses. What would America even be if it wasn't sticking its nose it another country's holes?
South Canada?
EVNow
Well-Known Member
Foreign action is the solution to every one of US's domestic problems.
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