Well I guess in China it doesn't matter much. People with money still prefers an American made import. In fact German made cars a for the same exact model cost way more in China vs domestically made cars and affluent people chew them up.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Well I guess in China it doesn't matter much. People with money still prefers an American made import. In fact German made cars a for the same exact model cost way more in China vs domestically made cars and affluent people chew them up.
EVNow
Well-Known Member
Exactly - anyone who wants a US made SR will have to buy one now.
I've been checking Model X inventory daily via Tesla Inventory List - Find your next car and it's currently the lowest I've ever seen -- only 19 units in all of the US.
Will China only produce SR or SR+?
I actually didn’t expect them to lower the price of locally made cars, at least not by much.
So I’m suspecting if the locally made M3 carries lower price, they won’t be exactly the same as SR+, so it won’t mess up pricing in other markets.
Maybe it’ll be something in the middle of SR+ and the original SR, and priced around SR level.
Anyways they probably would stop importing SR+ soon, this pulls up the SR+ demand who prefers imported Tesla.
Again I would expect the price to be not much lower, so people would stop speculating locally cars to be much cheaper. Some could give up the waiting and pull the trigger on imported higher trims.
I actually didn’t expect them to lower the price of locally made cars, at least not by much.
So I’m suspecting if the locally made M3 carries lower price, they won’t be exactly the same as SR+, so it won’t mess up pricing in other markets.
Maybe it’ll be something in the middle of SR+ and the original SR, and priced around SR level.
Anyways they probably would stop importing SR+ soon, this pulls up the SR+ demand who prefers imported Tesla.
Again I would expect the price to be not much lower, so people would stop speculating locally cars to be much cheaper. Some could give up the waiting and pull the trigger on imported higher trims.
Fact Checking
Well-Known Member
Not necessarily, as there's a fair likelihood that Shanghai Gigafactory speculation on Chinese social media is already Osborning Tesla sales in China to a certain extent. If there's unrealistic expectations as to pricing - i.e. if prospective Chinese Tesla customers much less expensive than the U.S. version, then it could be holding back current demand.
By announcing pricing, availability dates and feature set it could create certainty and push quite a few Chinese customers over the fence that they want the U.S. LR or Performance version instead and pull the trigger in Q2 for inventory models. By creating certainty Tesla can create a "Reverse Osborn Effect" if you will.
Hence the May 31 timing I believe.
They might also open up orders (not pre-orders), which would create a bit of hype and positive media attention within China. It would also allow Tesla to measure which exact variants will be the most popular initially.
Fact Checking
Well-Known Member
End of 2018 I didn't expect to see sub-$300 TSLA prices ever again to be honest.
That we are below $200 is crazy in several ways, but there we are.True.
Your comments are so bipolar, sub-$100 is crazy TSLAQ talk even if we completely ignore absolutely every bullish argument about Tesla:
- volume is already crazy high since below $250,
- it has only been sustained due to the forced capitulation selling you mentioned, but also through another ten million shares sold short, which is not sustainable:
- many institutional shorts won't short into stocks with short interest above a couple of percentage points due to the short squeeze risk - let alone when 30% of the float is shorted ...,
- and the smarter shorts will cover to lock in gains once the seasonally weak sales in Q1 won't continue into Q2, or shortly before this becomes apparent.
- covering for shorts is easier at these price levels than at $350 price levels in December, because most of the shorts have profitable positions currently.
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Is it reliable source of information? Can you really extrapolate size of the inventory based on what is listed?
Obviously inventory of Model X is not 19 units for US homologated model. The numbers are all but accurate.
Why would Tesla made public the size of their inventory? Tesla action's show us they try to obfuscate this number as much as they can.
I can't speak for its absolute accuracy, nor will I speculate as to why the number is so low, but I will reiterate: I've don't recall ever seeing so few inventory units available through this tracker. Ev-CPO is even lower, showing only six units available.
Carl Raymond
Active Member
The nationality of a car is not one thing.
Where is the car designed.
Where is the assembly line designed.
Who assembled the production line.
Who wrote the code for the individual robot actions.
Who wrote the code for line management.
Who designed the quality control systems.
Where is the car assembled.
Where was the car software written.
Where are the batteries made.
Where does the battery technology originate.
Etc.
A Tesla made in China is still a very American bred car.
I would have no qualms at all if my Model 3 is delivered to Sydney ex China. If it’s more affordable, so much the better.
When Tesla will crack FSD problem, inventory will become a valuable asset.
I understand, your aim is to inform about the low number on tracker sites, not to speculate. I just feel that it needs a disclaimer, stating that those numbers are historically not indicative of anything, and should be treated alike.
This is from another post from TMC from May 20th, from EV-cpo member. I can crosspost it if it is possible or someone guide me on how to. I will keep it simple copy paste. It is from the "EV-CPO" member, curator of EV-cpo.com
"Ok, then I'll rephrase. For the entire life of the Tesla's (previously CPO) inventory website, they've never listed all of their available inventory for any model, new or used. So if there are 50 cars on EV-CPO or 500, that's just because Tesla decided to list that many online. It really has no bearing on the actual number of Model 3s in inventory available for sale. It could be 500, or 5000, we really do not know. It's up to the remarketing department to decide what cars they want to list, and how many. They always hold back cars that remain unlisted.
"
PS: nice dog you have there in an avatar, seems happy
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Y'know you are supposed to hold on to reserves for times like these when a stock falls cheaper than you expected and chanos is running around celebrating in a pair of turgid underwear. However I blew it out at 290, 270, 250, 230, 213 so yeah.. my hands are cut and bleeding. Prolly in the bottom 10% of choices for 5 year returns. Well what are you gonna do.. o Elon who art in fremont..
Artful Dodger
"Neko no me"
Hmm, TSLAQ and you think alike since they were tweeting the same line throughout.
After the raise, Elon said they don't plan use the money immediately but keep it in reserve. FCF should be fine throughout Q2-4, and thats what matters to support growth over the coming years. GF3 production in 2020 will just see that growth accelerate.
But your're right not to use margin, and to position yourself for the long game. Smart.
Cheers!
There was an extensive discussion of this just a few pages back.
Short answer: Yes, FCA-Renault would still have to pay.
Slightly longer answer: FCA-Renault would need even more offsets, or whatever the correct term is, than what FCA alone would need, so this is potentially good for Tesla.
Yeah, you know it's bad when that Charley Grant idiot turns up...
Artful Dodger
"Neko no me"
Yeah memory fogs over time, but TSLA went below $300 during Christmas Eve day (the same session when the NASDAQ-100 bottomed out on its 2018 slump):
Lol, "be greedy when others are fearful", but what to do when others are crazy?
Mirror's the SP perhaps? There's an old English rhyme that goes:
There was a Duke of York
He had 10,000 men
And when he's up he's up
And when he's down he's down
But when he's halfway up
He's neither up nor down.
He had 10,000 men
And when he's up he's up
And when he's down he's down
But when he's halfway up
He's neither up nor down.
I present to you HALF the Tesla traders in the world, who fit that description. It's simple though. Tesla is moving into a $15 Trillion dollar world-wide market. The combined Market Cap of every single company traded on the NASDAQ is only $7 Trillion.
Some of those folks are trying to take over Tesla, others are trying to kill it, others don't know what to do. Mayhem ensues. This is big. It's the disruption.
Me? Long TSLA, 0% Margin, HODLing.
Cheers, and have a great week!
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You write like this is a safe space or some other religous group.
what's next? Trigger warnings?
What the heck does it matter, if some other forum quotes messages from here? News flash; it has zero effect to stock price.
Some of you put wayyyyy too much concern to some random message board messages. These boards don't have any effect to TSLA stock price way or another.
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Mars ☰mperor
Member
My take for the starting price of Model 3 from Giga 3 is under 300K yuan.
This is an important psychological barrier for many people.
The range of 270-290K would be a sweet spot, about $40,000 - 42,000.
If it's also eligible for local subsidies, it will be another great incentive.
As for the actual config, I think it will be and should be standard range plus.
Don't give the Chinese people something they would perceive inferior.
That would be unwise, especially since there are so many paid FUDsters on Chinese internet.
As for myself, I will pull the trigger as soon as it's available, after depositing 8,000 yuan even before Model 3's unveil.
I was on the fence between waiting for Giga 3 and going for an imported one, especially when FSD is free until 2019.5.31.
But the stock price's recent drop gave me no choice other than waiting.
And it's going to be worth the 3.5-year waiting.
This is an important psychological barrier for many people.
The range of 270-290K would be a sweet spot, about $40,000 - 42,000.
If it's also eligible for local subsidies, it will be another great incentive.
As for the actual config, I think it will be and should be standard range plus.
Don't give the Chinese people something they would perceive inferior.
That would be unwise, especially since there are so many paid FUDsters on Chinese internet.
As for myself, I will pull the trigger as soon as it's available, after depositing 8,000 yuan even before Model 3's unveil.
I was on the fence between waiting for Giga 3 and going for an imported one, especially when FSD is free until 2019.5.31.
But the stock price's recent drop gave me no choice other than waiting.
And it's going to be worth the 3.5-year waiting.
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Dan Detweiler
Active Member
Ahhh...made it!
Powder fully dried, trigger pulled, buy orders placed, stock obediently stayed down for me. I'm good.
Now the great rally may commence! Next stop...4 digit stock price!
Dan
Powder fully dried, trigger pulled, buy orders placed, stock obediently stayed down for me. I'm good.
Now the great rally may commence! Next stop...4 digit stock price!
Dan
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