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

[Mars ☰mperor]

Model 3 prices in China are low versus comparable cars. Everybody saying otherwise does not look at facts. Chinese who are disappointed may have fallen in the trap to believe in even lower prices as they are now.

"The average price on a new passenger vehicle sold in China was about $55k USD in 2019 Model 3 Made in China Starts at just $41,000 USD after savings"

Steve Jobs on Twitter

There is something really really wrong with that tweet.

Come on, people. Don’t just copy what Steve Jobs said.

 

[vigleik]

A comment on the price in Australia: FSD is priced at A$7100, which is very close to US$5000. And in the US the price recently increased from $5000 to $6000. I’m guessing they priced it like this because Elon said everyone would have a chance to order at the old price, and that the price will soon go up to the equivalent of US$6000.

Needless to say I hurried up and placed an order for an SR+ with FSD. With the stock price down, and having just placed an order for a very expensive (for me) car, I’m feeling poor. I had planned to finance some of the Model 3 by selling some TSLA, but I really don’t want to sell right now.

Next I should look into charging, and finding a place for all the sugar that’s currently occupying the garage.

 

[Zaxxon]

On the Tesla site you can now select the option to view the price sans "savings". I like how they did it, a pretty cool and functional solution imo.

Confirmed. Kudos to Tesla for finally fixing this. The old method was sleazy and I was tired of having to try to defend/explain it. The new one still defaults to showing pricing after 'savings' that may or may not exist, but it's much more transparent and can easily be disabled. IMO this is a much better implementation.

 

[uselesslogin]

It appears Tesla is selling sr+ and perf models and skipping lr awd in many of the newer markets(RHD?). The perf model is slotting in at the lr awd price so therefore discounted. A lot of strange missing combinations of white interior and tire size and so on.

I dunno about all this hyperoptimization chess playing.

Considering the LR AWD is just a software nerfed performance model they probably thought they'd get better margin this way or are at least trying it.

 

[MD70]

Does anybody know how much of Tesla’s supply chain is based in Mexico ? What impact will the tariffs have on Tesla’s costs ?

 

[Fact Checking]

It’s average price for Executive Cars.

Indeed - the remaining points I made in my comment still hold.

 

[RobPet]

Not sure if mentioned yet (3 days old), but if a large traditional automaker starts debunking the myths of e-mobility...

12 myths of e-mobility

 

[AlMc]

The bottom line discussion on the Mexico tariff proposal is...Macros will blunt any short term positive catalysts that Tesla may have...

 

[mariaaa]

Humm, any reason for Tesla beeing down in pre-market? I cannot see any reason other than even more FUD.

 

[HG Wells]

Humm, any reason for Tesla beeing down in pre-market? I cannot see any reason other than even more FUD.

NASDAQ Futures down 100
25% Tarifs on parts from Mexico by October ?

 

[Leo9]

Humm, any reason for Tesla beeing down in pre-market? I cannot see any reason other than even more FUD.

Really? The entire market is in deep red.

 

[urarthur]

Humm, any reason for Tesla beeing down in pre-market? I cannot see any reason other than even more FUD.

Markets are tanking on Trump's new Mexican tariffs. TSLA also react on macro news you know, not only FUDs.

 

[hcdavis3]

Tariff man announced new tariffs on everything coming from Mexico.

 

[Dangerous Fish]

I might wait a while before that new TSLA purchase.... I think we're not bottomed out quite yet.

 

[AlMc]

The bottom line discussion on the Mexico tariff proposal is...Macros will blunt any short term positive catalysts that Tesla may have...

Humm, any reason for Tesla beeing down in pre-market? I cannot see any reason other than even more FUD.

 

[Carl Raymond]

Humm, any reason for Tesla beeing down in pre-market? I cannot see any reason other than even more FUD.

Pre-market is easily manipulated. It’s down whenever shorts think there’s a risk it will go sharply up.

 

[Huskyf]

If you see today others automakers is all in Red for example GM and F is -4 - -5% NIO more Red ! Tanks another time to Trump

 

[urarthur]

Tesla valuation is getting ridiculous by the day. The below alone should be worth at least twice the current valuation of $33 bln.

• Largest & state of the art battery factory in the world
  
• FSD (software)
• Tesla Vision (hardware)
• Robotaxis - ride sharing
• Tesla Energy

 

[Pras]

Any conclusions on reactions from Chinese customers on the new pricing?

 

[urarthur]

Pre-market is easily manipulated. It’s down whenever shorts think there’s a risk it will go sharply up.

Pre-market is bullshit. Never trade on it. It never provides any guidance IMO. Volume is usually less than 5 minutes of open market volume.