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

[TheTalkingMule]

Does this ability to easily push share price around get limited when TSLA is added to the SP500?

 

[Crowded Mind]

Odd to see tesla down today.
Any new information

I think it’s becoming clear that Tesla’s Q3 deliveries between 79,000 - 82,000 will fall well short of FactSet consensus of 97,000 deliveries, unfortunately. This will make it impossible for Tesla to hit low end of annual guidance at 360,000 deliveries, so we’ll likely see some sort of revision lower either with the P&D report or at earnings.

Not an advice.

 

[KarenRei]

I think it’s becoming clear that Tesla’s Q3 deliveries between 79,000 - 82,000...

Just to be clear - are we still joking around here, or do people actually believe this?

 

[Pezpunk]

Does this ability to easily push share price around get limited when TSLA is added to the SP500?

i would say yes, but only because sustained profitability is a precondition for that scenario.

 

[Artful Dodger]

Is this a concerted effort by shorts market makers today? Getting a head start on the end of quarter push max pain to depress the stock going into quarterly reports triple-witching options expiry day?

Dan

FTFY

 

[Crowded Mind]

Just to be clear - are we still joking around here, or do people actually believe this?

-_-

 

[Unpilot]

Just to be clear - are we still joking around here, or do people actually believe this?

Remember rule number 21... When Tesla SP falls care bears arise.

 

[ktrivedi70]

Just to be clear - are we still joking around here, or do people actually believe this?

Yes. Definitely. For sure.

 

[wipster]

I think you have to acknowledge that the UK may take 4000+ Model 3s in Q3 (2082 in August alone) and this will offset some of the decline in the Continent numbers for Q3. And, to look in the opposite direction: Australia and New Zealand may account for a couple of thousand vehicles in Q3:

They can only deliver what they can make and ship... as far as I know they're not building for inventory so every car built is (or will soon be) a car delivered and sold.

 

[Cherry Wine]

Just to be clear - are we still joking around here, or do people actually believe this?

Karen, I think based on all available evidence it seems quite obvious at this point that we are looking at a big deliveries miss.






Did I type miss? I meant beat.

 

[KarenRei]

They can only deliver what they can make and ship... as far as I know they're not building for inventory so every car built is (or will soon be) a car delivered and sold.

And Japan.
And South Korea(?).
And Taiwan(?).

Meanwhile, if you trust InsideEVs, the US is up QoQ. The NY data (the only actual legit state data I've seen - if anyone has more, please show it) supports the InsideEVs numbers.

EU numbers are as a whole rocking it. Even without the UK juicing the numbers. Mainly thanks to the Netherlands, but hey, sales are sales

Reports on the ground in China are that sales are going crazy after the tax exemption.

I see no way in which this is not a great quarter.

 

[ZeApelido]

*TESLA RATED NEW BUY AT BYTEME RESEARCH, PT $4444.52

CEO Ksum Nole of ByteMe Research says TSLA potential takeover by China for 800 billion dollars.

 

[KarenRei]

Karen, I think based on all available evidence it seems quite obvious at this point that we are looking at a big deliveries miss.

 

[EVNow]

I would love the insideevs estimates to be true but I don't want to be caught in confirmation bias. I would love to see actual registration data similar to netherlands, norway and spain for US states.

Insideevs use whatever registration data is available. If CA starts giving registration information like Norway - we can then get better idea of the US sales - until then Insideevs is the best public info we have.

ps : State registration data will still have a lot of lag - and given Tesla's penchant for selling a lot of vehicles in the last two weeks, even if we had all state's registration data, it would still be error prone, unless the data lag was very low.

 

[MikeAtkinson]

To anyone reading this thread who contributes estimates to FactSet: "AND IN CONCLUSION, WE'RE ALL IN AGREEMENT THAT TESLA WILL ONLY DELIVER 81,3k CARS THIS QUARTER."

My extensive modelling with a neural net is in complete agreement.

 

[Webeevdrivers]

Soooo, any inside poop on what happened regarding the Nurburgring breakdown? Inquiring minds want to know.

 

[SpaceCash]

Just to be clear - are we still joking around here, or do people actually believe this?

Karen...
Get with the program
We all expect Tesla to ship no more than 666 cars this quarter, which is really quite good for a company that has already gone bankwupt numerous times since its inception

 

[204EV]

Soooo, any inside poop on what happened regarding the Nurburgring breakdown? Inquiring minds want to know.

nothing to report on this. Prototype car needed to get towed could have broken some steering part or any number of things.. Tesla has packed up both cars and left Germany already. that video was Before some later runs. So based on that it was something easily fixed.

 

[Tslynk67]

My wife is a teacher, trust me her students talk about many things,they are not talking about Climate Change

My kids are very upset about it and everyone in their class is well aware...

 

[EVNow]

To anyone reading this thread who contributes estimates to FactSet: "AND IN CONCLUSION, WE'RE ALL IN AGREEMENT THAT TESLA WILL ONLY DELIVER 81,3k CARS THIS QUARTER."

That "," there after 81 will confuse the heck out of FactSet contributors. Esp. when they paste it in to excel and it gives an error.