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

[Todd Burch]

There were two typos in the email. Maybe on purpose to see who the leaker is?

I think the typos were in the transcription, not the email...unless I missed something.

 

[Krugerrand]

But, never do they go up, down, up, down, this often in a given year.

Yeah they do. In fact, the price changes every single day and it’s different at every single dealership for pretty much every single car. And, you can have two people buying the same car, at the same time, with the exact same options and have them paying two different prices entirely based on the customers’ negotiating skills and the salesmen’s negotiating skills/desperation to make a sale that day.

You just don’t think about it that way or at all because it’s not in your face. Where Tesla customers all pay the same for a new car on a given day, that can not be said of other OEM customers.

 

[KarenRei]

Volume at open is nuts.

 

[LST]

y'all ready for the biggest green candle this year at open in 10 minutes?

Yes, seatbelts fastened, after i bought 20 for each of my kids for 199 on tuesday.. timehorizon 10 + yrs...what am I doing here.. ??

 

[sundaymorning]

Here’s the email from Elon:

Edit: I just wanted to give some of you guys a quick peek into the email to show that it is intact real, it’s been taken down just in case.

 

[W84M3]

Better start drafting a new mail

 

[Prunesquallor]

Yeah they do. In fact, the price changes every single day and it’s different at every single dealership for pretty much every single car. And, you can have two people buying the same car, at the same time, with the exact same options and have them paying two different prices entirely based on the customers’ negotiating skills and the salesmen’s negotiating skills/desperation to make a sale that day.

You just don’t think about it that way or at all because it’s not in your face. Where Tesla customers all pay the same for a new car on a given day, that can not be said of other OEM customers.

It happens on-line, too. Remember these?

 

[powertoold]

It's still contingent on achieving 1k/day average. If they stay at 900/day, they'll short production by 9k model 3s.

I guess it's good to know they'll hopefully be > 80k.

 

[3PHASE]

Yes, seatbelts fastened, after i bought 20 for each of my kids for 199 on tuesday.. timehorizon 10 + yrs...what am I doing here.. ??

y'all ready for the biggest green candle this year at open in 10 minutes?

Ah... it ain't happening yet...

 

[kelevra]

Volume at open is nuts.

this could be a potential indicator that it isn't real, am i wrong? when i would be a large institutional investor looking to sell a large portion of my holding i could consider spreading false information first to have more buyers...

 

[Congo Line]

Down to 188 at the moment. Maybe institutions not believing the email yet.

 

[sundaymorning]

Here’s the email from Elon:

So based on the email we are within striking distance of beating on Model 3 deliveries. This should put the demand theory to rest and ease up some concerns that investors may have. Throughout the years of investing in TSLA, the demand theory has been floated since 2012. Let me tell you this, shorts have been wrong on demand for a very long time.

 

[LJS22]

Down to 188 at the moment. Maybe institutions not believing the email yet.

All stocks suffering from China trade talks.

 

[Chunky Jr.]

Random thought: I'm so glad Maxwell closed

The future...
Tesla : We've increased range 25% and lowered battery costs 20% thanks to incorporating Maxwell's technology
Media : WTF is Maxwell?

 

[uselesslogin]

this could be a potential indicator that it isn't real, am i wrong? when i would be a large institutional investor looking to sell a large portion of my holding i could consider spreading false information first to have more buyers...

It is unlikely. I've never seen something with this much confirmation end up fake. Also now seen in two different formats.

 

[commasign]

Hasn’t hit mainstream media yet. C’mon Fred! Where are you when we actually need you?

 

[kelevra]

It is unlikely. I've never seen something with this much confirmation end up fake. Also now seen in two different formats.

what is the other format?

Edit: Is there any solid very credible confirmation?
As i understand it someone postet that in a forum and other users "confirmed" it. Also some user who supposedly worked for tesla no proof at all. For a big seller coming up with a little scheme like that could make a difference in the tens of millions...

 

[tinm]

It looks like Russ Mitchell of LA Times has used infamous Tesla troll Paul De Zan’s block list to block everyone connected with Tesla on Twitter, including Bonnie and race car driver Leilani Munter

I am sure @tinm will mount a credible defence of his journalist friend Russ

SPadival you can be sure of only one thing: ignorance. It’s showing.

 

[stef]

It's still contingent on achieving 1k/day average. If they stay at 900/day, they'll short production by 9k model 3s.

I guess it's good to know they'll hopefully be > 80k.

Correct me if am wrong, but if they miss say 700 cars a week every week from now on, with 5 weeks to go in quarter it should be roughly 3500.

 

[KarenRei]

There's that confirmation you were waiting for (Business Insider)

Elon Musk tells Tesla employees in leaked email that customer demand is still high, despite the stock crashing in recent weeks