bdy0627
Active Member
Me too. For our X and 3. Pricing has become as volatile as the stock, so best to nab it at these prices!just bought FSD for ~2,100 USD. couldn't resist
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Me too. For our X and 3. Pricing has become as volatile as the stock, so best to nab it at these prices!just bought FSD for ~2,100 USD. couldn't resist
Cross-overs are in Sweden most bought by older pensioners who like them for the easy ingress. The design, model names and commercials with surf boards of the crossovers are all directed at a younger demographic but that doesn't matter at all.
If the Model Y is small, funky and targeted at generation Y like the Volvo XC40 by the same designer then it will be like catnip for our Swedish pensioners. Not that it's anything wrong with that.
I saw this posted and thought I’d note that this is not correct. Overall, the media is not conservative and very much has a liberal lean. I’ll stop here since this probably should be in the Market Politics section. On topic, I have not seen posted that the Republican governor of Ohio has proposed a large gas tax increase for the state. This would be good for EVs and Tesla for sales in Ohio.Just to underline this point:
At least in the U.S. the usual "liberal media vs. conservative media" is a false narrative, the reality is 90% corporate media owned by billionaires (who are overwhelmingly conservative), vs. 10% of fractured 'other' media with a colorful composition.
Disruptors like Tesla, once they are perceived as a threat to these established power structures, will get near unanimously negative treatment by the majority of journalist working for the 90%.
Hi Nico,Maybe I should already block sunday 31 march in my calendar for a possible delivery.
...Regardless of whether there's a "just one more thing" or not. Which there very well might not be (there isn't always).
This winter has been different. We have had a lot of snow in the PCW. It snowed last night, for eg.Depends on where you are.
If Vancouver:
Look outside. Is it raining? Yes, predict rain for tomorrow. No, predict no rain for tomorrow. You'll be wrong between two to four times a year.
If DFW:
Use the computer forecast, then add 12-36 hours.
You must be referring to the surprise of an updated Roadster rolling out at the end of the Semi-Truck event in November 2017. Which leads one to wonder if there could be any surprises tomorrow at the Model Y event. A Pickup Truck? Something else? Guesses are welcome.
Fresh in, just before market open:
Goldman Sachs analyst David Tamberrino reiterates a Sell rating and $210.00 price target on Tesla (NASDAQ: TSLA).Notes:
- Believes the new information points to declines in demand for the company's high priced vehicle variants.
- Unveiling of Model Y may drive incremental reservations and help cash balances due to deposit collection.
- Expects intro of $35K variant to weight on overall automotive GMs which should be sown about 2% in 2019.
- International deliveries are not professing without some delays and there may be meaning working capital headwinds in Q1 2019.
I think I know what happened, David Tamberrino has read Adam Jones's downgrade yesterday, and said "hold my beer!".
- "New information" might be a calendar showing that we are in the first quarter of the year, when sales are softer seasonally, every single year since cars have been sold?
- 2% automotive margins ... I think he typo-ed that number and left off a zero? This must really mess with his model, and not in a good way.
- International delays: such as 10k 'in-transit' vehicles ... like Tesla guided and like absolutely everyone is expecting?
- $210 price target: now I see why he had to assume 2% automotive margins!
Stock price reaction: TSLA sharply up. Are financial markets rational after all, or did a trader enter a fat finger trade as he was laughing about Tamberrino's report?
We've been explicitly told that the pickup truck won't be there. Leading guess is an S/X interior refresh, but I caution people not to get overexcited; there isn't always a "But wait there's more!" moment.
Supercharger v3 on stage with the Model Y fast charging from 5-70% in the 15 min Elon speaks. Display the charge ticker on the big screen during the presentation.Which leads one to wonder if there could be any surprises tomorrow at the Model Y event. A Pickup Truck? Something else? Guesses are welcome.
In short, I'm thinking RAV4-sized.
But we'll see what Tesla goes with.
You must be referring to the surprise of an updated Roadster rolling out at the end of the Semi-Truck event in November 2017. Which leads one to wonder if there could be any surprises tomorrow at the Model Y event. A Pickup Truck? Something else? Guesses are welcome.
We've been explicitly told that the pickup truck won't be there. Leading guess is an S/X interior refresh, but I caution people not to get overexcited; there isn't always a "But wait there's more!" moment.
Yuck!
Here's the meat:
"After looking through our typical monthly delivery indicators, we are lowering our Model S and Model X forecasts for 1Q19 to an aggregate 17,300 vehicles (from 20,700) — as we believe International demand headwinds and Model S cannibalization (from Model 3 vehicles) will likely weigh," Tamberrino wrote. "However, we are maintaining our current Model 3 forecast for 57,500 deliveries in 1Q19 — despite estimating only approx. 21k through February — as we believe the company has the potential to deliver at least 10k more Model 3s in each region with vehicles produced/already shipped Internationally and as Model 3 production in March was re-directed back toward the US market."
The analyst noted that his forecast for 75,000 vehicle deliveries this quarter is 8 percent below the Wall Street consensus. His first-quarter EPS estimate is for a loss of 87 cents, compared with a consensus Wall Street estimate for a 37 cent profit, according to FactSet.
We now have a March 13 snapshot of FactSet expectations and consensus:
- 81,510 total deliveries. This is too bullish at the moment I think, perfect setup for a Q1 deliveries 'miss'...
- EPS of -$0.37.
- I think this maps to about a Q1 GAAP loss expectation of about -$70m. (@brian45011 or @ReflexFunds might have a more accurate interpretation.) Actual losses could be deeper: if Tesla realizes it's a loss they might front load some expenses and shift income to Q2.
Doesn't this say the FactSet consensus is + $0.37 EPS for Q1?Here's the meat:
"After looking through our typical monthly delivery indicators, we are lowering our Model S and Model X forecasts for 1Q19 to an aggregate 17,300 vehicles (from 20,700) — as we believe International demand headwinds and Model S cannibalization (from Model 3 vehicles) will likely weigh," Tamberrino wrote. "However, we are maintaining our current Model 3 forecast for 57,500 deliveries in 1Q19 — despite estimating only approx. 21k through February — as we believe the company has the potential to deliver at least 10k more Model 3s in each region with vehicles produced/already shipped Internationally and as Model 3 production in March was re-directed back toward the US market."
The analyst noted that his forecast for 75,000 vehicle deliveries this quarter is 8 percent below the Wall Street consensus. His first-quarter EPS estimate is for a loss of 87 cents, compared with a consensus Wall Street estimate for a 37 cent profit, according to FactSet.
We now have a March 13 snapshot of FactSet expectations and consensus:
- 81,510 total deliveries. This is too bullish at the moment I think, perfect setup for a Q1 deliveries 'miss'...
- EPS of -$0.37.
- I think this maps to about a Q1 GAAP loss expectation of about -$70m. (@brian45011 or @ReflexFunds might have a more accurate interpretation.) Actual losses could be deeper: if Tesla realizes it's a loss they might front load some expenses and shift income to Q2.
Ya true. But I'd like to see the bidding process open up to Tesla fans. Public participation allowed and have the contest run on Youtube and the top 10 video with the most likes gets select into the bidding process along with the big media's bids (they get to hide their entry since there's probably lots of lawyer and IP law involved).
...the original video from ted. No need to point unsuspecting souls to poop insiderDid someone post this already ?
How can the tech world and wall street have such diametrically opposite opinion about Musk ?
LARRY PAGE: I Would Rather Give My Billions To Elon Musk Than Charity
ps : Apparently this is from 2014.
You must be referring to the surprise of an updated Roadster rolling out at the end of the Semi-Truck event in November 2017. Which leads one to wonder if there could be any surprises tomorrow at the Model Y event. A Pickup Truck? Something else? Guesses are welcome.
Yeah, but not stating everything as a question. That's just very annoying.Someone up thread suggested using PBS as a place to put Ads. Brought to you by the Tesla/Musk Foundation with a link to Tesla.com.
One problem is that I hate the current Tesla website. When you open the page your greeted with "order now". They need to start with an option for information about the company and its products. A tab for "About Tesla" and "FAQ's" would be great for people just trying to learn the basics. There could be links to brief videos answering key questions such as:
If you agree, how do we make this happen?
- What is Tesla? Include history and mission.
- What does Tesla make. Include links to more details about each product.
- Where do I go to get service?
- What is AP/FSD and what is Tesla's involvement?
- Where can I see a car?
- Where can I get a test drive?
- (Finally) How do I order my car?
- etc.
- etc.