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

[StarFoxisDown!]

Tesla continuing to register more Model 3 Vins…..3,981 more today

 

[Cherry Wine]

Robintrack

Retail investors are buying TSLA like crazy, so it’s not retail that’s selling.

Wow, the average Robinhood user is really good at timing TSLA buys/sells.

 

[glen thomson]

Bullish AF but the market doesn't seem to have caught onto it:

Tesla is asking employees to volunteer and help deliver 30,000 cars before the end of the quarter

An email from Tesla to employees states: "We need your help to make more progress in volunteer sign ups. We have to deliver 30,000 more cars in next 15 days."

Even if you want to pretend that was 30k globally in half a month, that'd be bullish. But Tesla's employees who don't already work on delivery are overwhelmingly in the US. This may well be a 30k domestic delivery goal by the end of the quarter.

the one thing i dont like about this is tesla cares to much about the share price other wise they wouldn't dot this mad rush before the end of the quarter. They should just say screw wall street and just focus on running the business more smooth.

 

[Cherry Wine]

the one thing i dont like about this is tesla cares to much about the share price other wise they wouldn't dot this mad rush before the end of the quarter. They should just say screw wall street and just focus on running the business more smooth.

As noted anecdotally in this thread, Tesla's share price can have a direct impact on demand, vis-à-vis consumers' perception of the company's continued viability, as well as employee morale / ability to attract and retain talent.

So, I'd say it does actually matter to an extent.

 

[anthonyj]

Wow, the average Robinhood user is really good at timing TSLA buys/sells.

I can agree with that. They do sell on strength and buy on weakness. Maybe it is a good indicator

 

[anthonyj]

the one thing i dont like about this is tesla cares to much about the share price other wise they wouldn't dot this mad rush before the end of the quarter. They should just say screw wall street and just focus on running the business more smooth.

That's why Elon wanted to take Tesla private, to avoid these silly late quarter rushes just to make a quarter look good.

 

[EVMeister]

the one thing i dont like about this is tesla cares to much about the share price other wise they wouldn't dot this mad rush before the end of the quarter. They should just say screw wall street and just focus on running the business more smooth.

Many (all?) of their employees are compensated with stock as part of their pay packet. It affects their morale to see the stock price plummet, so it is actually in the company's interest to look after it even in the short term. Doesn't always mean they can, but they can try.

 

[Causalien]

What happens to the up/down lines when the across lines cross over?

TA wise, it'll be an explosive event either up or down. It is usually a great time to buy a short term straddle. Sometimes, the date that things converge has a low volatility, and that is the best time to buy a straddle.

 

[Singuy]

Bullish AF but the market doesn't seem to have caught onto it:

Tesla is asking employees to volunteer and help deliver 30,000 cars before the end of the quarter

An email from Tesla to employees states: "We need your help to make more progress in volunteer sign ups. We have to deliver 30,000 more cars in next 15 days."

Even if you want to pretend that was 30k globally in half a month, that'd be bullish. But Tesla's employees who don't already work on delivery are overwhelmingly in the US. This may well be a 30k domestic delivery goal by the end of the quarter.

I saw on twitter they were delivering 200 cars a day in the shanghai Tesla distribution center. How is that even possible from one location?

 

[humbaba]

the one thing i dont like about this is tesla cares to much about the share price other wise they wouldn't dot this mad rush before the end of the quarter. They should just say screw wall street and just focus on running the business more smooth.

I getcha, but they do have to file their books on a quarterly basis and having production in inventory doesn't work well. And the rate at which they are making and selling cars means they have to match an order to a produced car so the production fire hose can't really be tweaked finely so this is what we get.

I did notice that, despite the lateness in the quarter, they are still shipping overseas so in that regard they don't seem to care about having "too many" vehicles in transit, but I can easily so how they would need to keep deliveries at a high pace to keep up with production.

Its a mad race from factory to customer. I love it!

 

[Cherry Wine]

I opened a weekly iron condor spread with 3/22 expiry this morning. Maximum gain if TSLA stays between $279.99-$265.01. If one side loses money, I'll roll it out.

 

[humbaba]

I saw on twitter they were delivering 200 cars a day in the shanghai Tesla distribution center. How is that even possible from one location?

Depends on how many hours they are open, but if it takes 15 minutes for paperwork and hand off (mine was longer, but there were some unusual conditions*) that is 4/hr/employee so 50 employee-hours of work?

* the key cards somehow got locked in the car before I could get my phone paired -- rectifying the situation was not easy.

 

[Intl Professor]

In other news.... Poorly located deer crossing signs are encouraging deer to cross roads in dangerous locations and causing accidents.

Was this a Fox News audio?

 

[elasalle]

.

the one thing i dont like about this is tesla cares to much about the share price other wise they wouldn't dot this mad rush before the end of the quarter. They should just say screw wall street and just focus on running the business more smooth.

I think there has been a surge in number of orders in last 15-20 days. (price cuts/reversion)
Also final 2-4 ships arrive in EU/China a week prior to quarter ending.

+ whether 30K gets delivered by end of quarter, at least shows 30K of current demand is there. the tslaq parking lots are shrinking ...

 

[Freder Reeve]

Wow, the average Robinhood user is really good at timing TSLA buys/sells.

Sigh... my below average at everything streak continues.

 

[SpeedGoat]

I saw on twitter they were delivering 200 cars a day in the shanghai Tesla distribution center. How is that even possible from one location?

You have to work fast...

 

[Singuy]

That's why Elon wanted to take Tesla private, to avoid these silly late quarter rushes just to make a quarter look good.

Or from a different perspective, if the company is not madly scrutinized every quarter by the public, Tesla may not be where they are now. Key word to their mission statement is "accelerate". Elon is forced to push Tesla to accelerate beyond reasonable because of the pressures from investors. It actually goes hand in hand with their mission as a side effect of being publicly traded.

 

[dgodfrey]

I read it as an additional 30k, not a total for the quarter ..

About that number. Either there's one heck of a stockpile of undelivered cars stuck in delivery hell or they are really going for a blowout quarter. Either one is bullish AF assuming they succeed. Where can I sign up?

 

[lklundin]

.. then why even bother unveiling Y at this time? could have waited till the end of the year closer to production.

Added to the already provided reasons:

Cause some people to postpone their planned car purchase, reducing ICE demand already now.

See also this article's final graph:

The Osborne Effect On The Auto Industry | CleanTechnica

 

[SO16]

I guess Tesla needs the help delivering these to lots since there are no buyers.

Tesla is asking employees to volunteer and help deliver 30,000 cars before the end of the quarter — Business Insider