The problem is that whatever backlog numbers are given, it will be spun negatively, and it will appear more authoritative because it will have a "Tesla said" behind it.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
ZachShahan
Active Member
OK, call me naive, but I'm in the media business. Writers generally don't know, or when they know, don't really care who is running sponsorships on our site. We are a relatively small site. I think I rightfully assume that writers and editors at top media outlets mostly do not pay attention to or care who sponsors are. If they were greedy, they wouldn't be in journalism!
As I noted before, I do think auto journalists can have issues with this since they are so closely connected to auto companies via nonstop test drives and press events.
Ironically, Motor Trend seems to be one of the best at Tesla coverage.
I think that gets to a point in the 4000+ article I published yesterday — Motor Trend writes about what it knows, it knows cars, and it thus knows Teslas rock; major media outlets don't have journalists or editors who seem to understand Tesla, why it's disruptive, what that disruption means, and what's important to focus on.
If shorts weren't 40+% of the trades, it would be different.
StealthP3D
Well-Known Member
If the best counter-arguments were not regularly deleted (or not accepted for publication to begin with) he would have a lot more than 82,000 comments. I stopped providing responses to his articles a long time ago when I realized they just vanished into the ether.
I'm not sure this supports your theory that his job is simply to provide eyeballs for the advertisements.
Darkfox021
Member
Sorry, I guess I'm not using the right terminology.
The cost of installing a charging station, capable of allowing an OTR truck to plug in while loading, is a one time charge. Fuel is a tremendous portion of the cost of moving freight. The fuel "surcharge" currently runs at 20-30% over base rates (which already include some amount of fuel). At the right discount to freight rates, we would jump at the chance to install a charging station.
And all of that is a secondary point when considering a large percentage of freight moves by LTL, which routinely stops at a company owned terminal.
Thanks for pointing us to this blog. It’s long, but it’s an informative read, very well researched (although most of it is no secret to those who have been paying attention). Definitely worth spending some time on. And there’s a nice surprise at the end when he does some bearish and bullish value calculations for 2030. One of them is guaranteed to blow your mind.
Agreed fuel is a big cost. I believe we're talking about $100K for a Semi charging station (plus a bit more for each additional charging spot, assuming you want more than just one per location.)
I am curious what others think of a few things.
1. When following available model S new cars in my region (within 200 miles of my zip) a single gray car kept coming in and out of inventory, different prices. It might have been different cars but tough to know. This was weeks ago, said car no longer listed for sale.
2. Tesla site says there are NO inventory model 3's available, has been that way for days. A week or two ago there were 10-20.
3. Tesla Inventory List - Find your next car That site lists lots of cars in my area. Are they slow to take them out? What gives?
How do you understand and follow such things?
1. When following available model S new cars in my region (within 200 miles of my zip) a single gray car kept coming in and out of inventory, different prices. It might have been different cars but tough to know. This was weeks ago, said car no longer listed for sale.
2. Tesla site says there are NO inventory model 3's available, has been that way for days. A week or two ago there were 10-20.
3. Tesla Inventory List - Find your next car That site lists lots of cars in my area. Are they slow to take them out? What gives?
How do you understand and follow such things?
Troy's estimates have gone from 80 to 85 and now 89,6k deliveries for Q2
Troy Teslike (@TroyTeslike) | Twitter
OK, call me naive, but I'm in the media business. Writers generally don't know, or when they know, don't really care who is running sponsorships on our site. We are a relatively small site. I think I rightfully assume that writers and editors at top media outlets mostly do not pay attention to or care who sponsors are. If they were greedy, they wouldn't be in journalism!
As I noted before, I do think auto journalists can have issues with this since they are so closely connected to auto companies via nonstop test drives and press events.
Ironically, Motor Trend seems to be one of the best at Tesla coverage.
The reporters are generally separated from advertisers as far as the newspaper is concerned, but the companies like auto manufacturers and oil companies make it a point to build relationships with reporters with preferred sources. They're able to because 1) they have a profit motive for doing so, 2) they have a budget to fund that effort.
When reporters become familiar with company experts or representatives, they're exposed more often to their point of view. Usually, the views of competing companies cancel each other out, but that is not the case for Tesla.
All the experts presented by nearly every oil company, automotive manufacturer, and dealership groups say the same thing - that Tesla is bad. When every expert says the same thing, it's hard to deny their collective influence.
I recently built a small website about a niche technology that has almost no viewers. Not long after, I was contacted by one of larger companies in the industry that wanted to update me on their products. So if someone like me, Mr. Nobody, gets contacted, what would their PR coordinators do to maintain relationships with reporters in major news organizations?
Just curious, have companies contacted you based on the articles you wrote?
Today was a boring day, with 5 mln shares traded (average is 11 mln), except for this gold.
Someone wasted about $60k on a Jul'19 expiration $50 strike put options.
Someone wasted about $60k on a Jul'19 expiration $50 strike put options.
And another may be Canada. Since the federal incentive came in part way through May my guess is a full 15 percent of Tesla production is now being sold in Canada. June numbers should be indicative of that but my guess is July August and September will be very strong in the great white North. And not just for Tesla but for all manufacturers of EV’s. We put in an order for a Leaf SL Eplus and it will be January (so 2020 model) before we get it. Tesla is the only EV manufacturer with mass production so they will do well as they are essentially almost the only game in town. Not everyone is as patient as us.
Dan Detweiler
Active Member
They missed it because they only hear what they want to hear and disregard the rest. Hey, that was a Simon and Garfunkle tune back in the day.
Dan
Honestly, the one thing about which I am curious is how many of the original ~400K reservations of the model 3 still remain on the books and how many have placed an order and received their car. As well as how many remaining reservations are in countries that Tesla currently doesn't service (i.e., India).
Wouldn't want it published, just want to know (nudge nudge, wink wink)...;-)
StealthP3D
Well-Known Member
I'll bet that's just an "error". Probably done on purpose but totally meaningless, not representing any actual puts. Just more FUD in an attempt to discourage other Tesla traders.
On the other hand, with people out there as stupid as "toilet bowl", maybe it's real! If "dumb money" didn't exist, the term "smart money" never would have been coined.
Guess what, our 19 year old stalwart Lexus LS430 has repeated battery problems. Just 100k miles!
Women are used to it.
Similar threads
- Locked
- Locked
- Locked
