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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
bhtooefr
Active Member
Horace Dediu on Twitter
"China electric vehicle market down 43.7% in November following 45% drop in October. Subsidies withdrawal causing kink in adoption curve."
Found this tweet while browsing through Spiegel's feed. These numbers seem extreme, but if there's any truth to them, couldn't that also be caused by the impending MiC M3 launch and customers placing an order for that instead of buying other EVs?
"China electric vehicle market down 43.7% in November following 45% drop in October. Subsidies withdrawal causing kink in adoption curve."
Found this tweet while browsing through Spiegel's feed. These numbers seem extreme, but if there's any truth to them, couldn't that also be caused by the impending MiC M3 launch and customers placing an order for that instead of buying other EVs?
Mars ☰mperor
Member
ZachF
Active Member
You get a margin call!
And you get a margin call!
And you get a margin call!
Mod: Wrong thread.
Besides, it’s a (short) bloodbath, not a shower: +$5 now
Besides, it’s a (short) bloodbath, not a shower: +$5 now
ZachF
Active Member
Wonder what poor old Smeagol's Jan 2020s are worth now...
Mike Smith
Active Member
Dan Detweiler
Active Member
That and the removal of Chinese incentives for the low quality EVs.
Fact Checking
Well-Known Member
Mark BS. Spiegel's January 17 $200 puts which he bought in June 2018 are trading for about $0.06, but are not very liquid right now.
If he kept them then he is down about -99% on his "investment" against Tesla.
Since the opening bell has not rung yet, let me just say that once my Model 3 got the required WIFI connection, it initiated the download and performed the installation of the Acceleration Boost.
Interestingly, the car's Acceleration modes are now Chill & Sport, so the upgrade replaced rather than supplemented the Normal mode.
I still have to actually drive the car...
Also: Pre-market looks good...
ZachF
Active Member
A little insight from me.
I think Elon and Tesla understand the dynamics of technicals and share price. Elon posted a meme a week ago about speed solving everything. Yesterday with Tesla near resistance - the software update was leaked which helped a little and today we get it which helps again push us above ATH.
I think Elon and Tesla understand the dynamics of technicals and share price. Elon posted a meme a week ago about speed solving everything. Yesterday with Tesla near resistance - the software update was leaked which helped a little and today we get it which helps again push us above ATH.
Wonder how many he purchased, 18th January could be a dark day for Marky boy.
Watch the interview tesla daily did with the Piper Jaffray analyst If you have the time.
The gist of the story is that the majority of the China EV slaes were tiny little short range EVs that could be build cheap and that government subsidies basically covered the cost of production - so many of the "sales" were only occurring because of these subsidies.
Now that China has aligned their subsidies towards higher range EVs many of the poor quality vehicles aren't worth buying.
If anything, this helps Tesla as their vehicles meet the new subsidy regime. However the headline market stats look pretty bad.
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