Hock1
Member
It's those pesky "market participants" again. Plus, quad-witching day.Odd to see tesla down today.
Any new information
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It's those pesky "market participants" again. Plus, quad-witching day.Odd to see tesla down today.
Any new information
If you look at past intraday price, TSLA has a dip or two from 10am to 1pm ET almost every day. Most the days that will be the low. That’s the time I buy, and if I were ever to sell, it would be either beginning of day or towards end of day.
Point is, I never judge price this time of day.
Seems you should subtract Canada before calculating RoRo loading per day?And if I extrapolate that further, in Q2 Total 53975 (say 54k) 3/S/X have been sold (and assuming delivered) in US, as per InsideEV Scorecard. If total deliveries were 95.2k, rest of world was 41.2k.
Those 41.2k were mostly delivered via RoRo and some were stock from Q1. Let's say 2.2k. So 39k delivered in Q2 via RoRo (arrival date) with loading time at SF 23.5 days. Makes 1.65k per loading day.....
Odd to see tesla down today.
Any new information
Need one of these for the local Dog park
I wonder if this will continue like this in october in NL.The Netherlands thanks Norway for all the Model 3’s. 294 deliveries yesterday. That makes 1035 so far this week and there will be a lot more happy new owners today and tomorrow. That comes on the back of 1401 deliveries last week. These weeks we are absorbing about 20% of Model 3 production.
The rest of Europe is down the drain though, so yeah, I expect about 80,000 total for Q3.
Price decline, Could be front running ahead of a downgrade.
NY registrations are (mostly) valid for 2 years, and I'd expect APR/MAY to have more new 2018s sold than JUL/AUG. But I'd be wrong - both periods show 251 2018s registered. Assuming I did the query right, that is.Thank you for the link.
Sorting by 2019 model year then registration date yields:
August: 414
July: 308
June: 942
May: 435
April: 274
So registrations for the first 2 months are 722 Q3 vs 709 Q2. Q3 is actually slightly ahead of Q2. This is strong evidence against jaberwock's thesis of 20% lower US deliveries.
Only if you believe InsideEVs JUL/AUG numbers. Most shorts don't. That's probably wishful thinking on their part, but some did dig up state level registration data (TX, CO, NY and ???) to support their claim. InsideEVs has erred in the past, e.g. based on their counts they said Tesla passed the US FIT 200k threshold in May 2018. They also occasionally adjust numbers at EOQ. I remember telling them their Model 3 number for July 2018 looked low. I think they later bumped that one up. Conversely, their July 2019 estimate looks high to me.Not just a little wrong - to get that number, you need 10891 sales in September. Literally half of June.
Welcome to short fantasyland.
NY registrations are (mostly) valid for 2 years, and I'd expect APR/MAY to have more new 2018s sold than JUL/AUG. But I'd be wrong - both periods show 251 2018s registered. Assuming I did the query right, that is.
Only if you believe InsideEVs JUL/AUG numbers. Most shorts don't. That's probably wishful thinking on their part, but some did dig up state level registration data (TX, CO, NY and ???)
Damn the Algo BOTSor analysts taking our sarcastic Q3 projections from the previous page seriously.
And that drop half an hour ago was at the same time this headline came out: *TESLA RATED NEW SELL AT GLJ RESEARCH, PT $44.52
And looking up GLJ Research's "CEO"?....... Gordon L Johnson