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

[ZeApelido]

WOW!!!

Tesla to start Model Y production in China with quick ramp to 3,000 / week in May!

https://electrek.co/2020/04/01/tesla-model-y-production-to-begin-in-Shanghai-in-May/

 

[Cattledog]

WOW!!!

Tesla to start Model Y production in China with quick ramp to 3,000 / week in May!

https://electrek.co/2020/04/01/tesla-model-y-production-to-begin-in-Shanghai-in-May/

Now I really miss KarenRei and FactChecking.

 

[Nocturnal]

Death knell of the FCEV:
BMW hops on Toyota’s hydrogen bandwagon with fuel cell powertrain
Tanks, FC and motor drive electronics are all enormous.

That's actually very clever on BMW's part. They get plausible deniability for bailing on EVs if they move in that direction, without any need to show actual progress. Remember, what percent of executives care at all what happens to their company 5 or 10 years after they step down? Must be in the single digits right?

 

[TheTalkingMule]

A Norwegian took his new Porsche Taycan on a road trip to Spain. It turned out to be quite challenging. I found this particulary interesting since I did the same trip last year in my Model X with no problems whatsoever.

At least the guy knows how to park like a Porsche owner.

 

[StealthP3D]

WOW!!!

Tesla to start Model Y production in China with quick ramp to 3,000 / week in May!

https://electrek.co/2020/04/01/tesla-model-y-production-to-begin-in-Shanghai-in-May/

If you're going to play April Fools games, please pick one that's funny, not that is so pertinent to valuations!

 

[transpondster]

Tesla deliveries in Norway

Source: Tesla Registration Stats

Q1: 1414 Teslas, 1168 were Model 3

Mars: 1133 Teslas, 997 were Model 3

so instead of dumping in parking lots now Tesla dump cars to Mars?

 

[ZeApelido]

OK ok, in real news, Porsche sales dropped 20% in Q1

Phil LeBeau on Twitter

 

[powertoold]

OK ok, in real news, Porsche sales dropped 20% in Q1

Phil LeBeau on Twitter

I wonder if that's YoY. If so, that's a big drop, considering it's mostly from March.

Otherwise, if it's from previous quarter, not that big a deal

Edit: it's YoY per an article on Yahoo. That's a big drop.

 

[TheTalkingMule]

CNBC is as disgrace. They're literally selling air time to hedge funds to let them scare the *sugar* out of Americans.

Hopefully we can look back in this era with embarrasment in the next 10-15 years.

 

[jeewee3000]

Hi all,

Has Elon/Tesla mentioned anything about April Company Day/Battery Investor Day that was planned end of april? I guess it will be postponed but have not seen news about this.

My apologies if the answer to my question has been posted before, I haven't been keeping up with the thread.

 

[TheGrimSweeper]

Hi all,

Has Elon/Tesla mentioned anything about April Company Day/Battery Investor Day that was planned end of april? I guess it will be postponed but have not seen news about this.

My apologies if the answer to my question has been posted before, I haven't been keeping up with the thread.

It's supposed to be a live stream now, instead of in person.

 

[ev-enthusiast]

OK ok, in real news, Porsche sales dropped 20% in Q1

Phil LeBeau on Twitter

Numbers for Fiat Chrysler about 10% and GM about 7%.
IMHO could have been worse.
Will be interesting to see numbers in Q2.
China already starting to ramp up production.

 

[jeewee3000]

It's supposed to be a live stream now, instead of in person.

Great. (Will have more viewers than normal with so many people working from home.)

This does surprise me though, since I remember Tesla announcing there would be factory tours.

Stock-wise it's better to let it happen in April. It could be the spark to start a price reversal.

 

[BornToFly]

Since Porsche has twice the sales drop as GM, I wonder how much of Porsche's sales decline was because of lost sales to Tesla once the range numbers and price came out on the Taycan.

 

[TheTalkingMule]

Probably as good a day as any to buy LEAPs. Deliveries could surprise then it should be all good news(relatively) through the end of the year.

Is there a definitive date set for delivery announcement or does it just drop in our lap Thurs/Fri/Mon/Tues?

 

[Rammstein]

Probably as good a day as any to buy LEAPs. Deliveries could surprise then it should be all good news(relatively) through the end of the year.

Is there a definitive date set for delivery announcement or does it just drop in our lap Thurs/Fri/Mon/Tues?

Do you really think deliveries will be above factset number of 97,000? With most of Tesla deliveries happening in the last month of the quarter I highly doubt will be higher than that number. I don’t think we will be too far below though so I don’t think the stock will move much. Plus the market is forward looking so I think they are more concerned with Q2 numbers now. To me the macro environment is going to determine what happens to TSLA.

 

[CyberDutchie]

Coronavirus Could Take Tesla Stock To $130
This article is a poor April fools day attempt, what a joke of an article, and why does this show up in my E*Trade newsfeed?

I’ve never even heard of Trefis...

 

[ProfTournesol]

Coronavirus Could Take Tesla Stock To $130
This article is a poor April fools day attempt, what a joke of an article, and why does this show up in my E*Trade newsfeed?

I’ve never even heard of Trefis...

Would be a crazy buying opportunity!

 

[StealthP3D]

CNBC is as disgrace. They're literally selling air time to hedge funds to let them scare the *sugar* out of Americans.

Hopefully we can look back in this era with embarrasment in the next 10-15 years.

I don't think we will remember it. In a few years, the DOW will be at 50,000, the S&P500 at 10,000 and no one will care or remember what the hedge funds were saying on CNBC.

 

[JRP3]

Deliveries could surprise then it should be all good news(relatively) through the end of the year.

You really think this lock down and job loss is going to equate to "all good news(relatively) through the end of the year"?