TrendTrader007
Active Member
Sweet! If $150 is not the bottom then I don’t know anything anymore. Elon blinked and bottom is in.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
stef
Member
Articles on why this is bad news for Tesla in 3 2 1 …
Sandy Munro tells the crowd how great is Tesla. I do not agree with everything he says, such as that other OEMs do not have the money to innovate.
Nevertheless, an uplifting presentation.
Sandy Munro: Tesla is “Engineering at the Speed of Thought”
Nevertheless, an uplifting presentation.
Sandy Munro: Tesla is “Engineering at the Speed of Thought”
I’m going to buy chairs today, mostly because we are getting close to what I believe will be a good P&D report, and hoping that this poll removes some of the overhang.
But the risk of Tesla brand impairment from Musk’s political activism remains real. That overhang is going to continue until Tesla posts several more quarters of increasing sales that demonstrates that it sells out its production despite the CEO’s alienation of potential customers from his political activism.
But the risk of Tesla brand impairment from Musk’s political activism remains real. That overhang is going to continue until Tesla posts several more quarters of increasing sales that demonstrates that it sells out its production despite the CEO’s alienation of potential customers from his political activism.
ask and ye shall receive. coincidence ?
What is the big deal with giving incentives?
Raise the car prices 30% over the year and then give back a little bit in incentives.
People think they are getting a great deal and it sells more vehicles.
Brilliant!
Raise the car prices 30% over the year and then give back a little bit in incentives.
People think they are getting a great deal and it sells more vehicles.
Brilliant!
JRP3
Hyperactive Member
The earlier Reuters article said "planning to operate 36 semis".
Artful Dodger
"Neko no me"
3.6M shares of TSLA traded by 8:00 a.m. ET
7 o'clock cowboys up and at 'em on Wall St.
7 o'clock cowboys up and at 'em on Wall St.
cliff harris
Member
I think its great news that the S and X are also likely to be Berlin-made. I agree that fremonts model S... is a bit of a quality control disaster, or at least was when they threw mine together in 2015 
.
In general, I reckon we underestimate demand for S/X for a bunch of reasons:
1) A lot of luxury car owners are old men. Not necessarily known for their openness to new brands, and new styles. This is gradually changing. I definitely know a few people who drive porsches/jaguars/landrovers who are slowly coming around to EVs and to Tesla as a reliable/high performance option
2) There are obvious expansions to any market where there have previously been waiting lists. Being able to order one today and buy it today will unlock higher demand.
3) The early S/X had bad built quality. Lets not pretend otherwise. This seems way better now, especially China/Berlin built. That also unlocks higher demand.
4) I know people in the market for high end cars who have also been waiting 'for the tech to mature'. This is laughable to us, but to a lot of people, EVs have only just started to become a viable choice.
To emphasize 4) one of the beuaties of having a mass market model 3/Y, is you have to build out the charging infrastructure to support it. That means you have a luxury range (S/X) that benefits from the sort of charging network that could never be justified for a pure luxury brand.
In the early days of my model S ownership, we were often frustrated by inconvenient charging, but put up with it as early adopters. A lot of wealthy luxury car people wouldnt have done that, but now they will not have to.
TL;DR: Porsche will never be able to offer their customers a charging network as good as Teslas, because there is no cheap Porsche in the mass market.
When I am analyzing potential S/X sales, I just assume that eventually Tesla destroys* Jaguar, Porsche, Lexus and BMW and Mercedes as luxury car brands and takes their entire market share. This may take time, but still looks inevitable to me.
*maybe they will persist as extremely niche, stupidly overpriced small-production cars owned by people who just cant stand elon musk.
.In general, I reckon we underestimate demand for S/X for a bunch of reasons:
1) A lot of luxury car owners are old men. Not necessarily known for their openness to new brands, and new styles. This is gradually changing. I definitely know a few people who drive porsches/jaguars/landrovers who are slowly coming around to EVs and to Tesla as a reliable/high performance option
2) There are obvious expansions to any market where there have previously been waiting lists. Being able to order one today and buy it today will unlock higher demand.
3) The early S/X had bad built quality. Lets not pretend otherwise. This seems way better now, especially China/Berlin built. That also unlocks higher demand.
4) I know people in the market for high end cars who have also been waiting 'for the tech to mature'. This is laughable to us, but to a lot of people, EVs have only just started to become a viable choice.
To emphasize 4) one of the beuaties of having a mass market model 3/Y, is you have to build out the charging infrastructure to support it. That means you have a luxury range (S/X) that benefits from the sort of charging network that could never be justified for a pure luxury brand.
In the early days of my model S ownership, we were often frustrated by inconvenient charging, but put up with it as early adopters. A lot of wealthy luxury car people wouldnt have done that, but now they will not have to.
TL;DR: Porsche will never be able to offer their customers a charging network as good as Teslas, because there is no cheap Porsche in the mass market.
When I am analyzing potential S/X sales, I just assume that eventually Tesla destroys* Jaguar, Porsche, Lexus and BMW and Mercedes as luxury car brands and takes their entire market share. This may take time, but still looks inevitable to me.
*maybe they will persist as extremely niche, stupidly overpriced small-production cars owned by people who just cant stand elon musk.
Oh thank God, there is hope of a turnaround for our stock yet!!!!
I wonder how hard the MM's will try to keep it down? Will they be happy with achieving the 150's or will they go for lower yet?
trayloader
Member
Technically yes. Quality wise Freemont is. It seems the mentality or the exploit them too hard there.
We’re looking frontward building a Model S PLAID „Made in Germany“.
There are a few misconceptions in your post in my opinion:I think its great news that the S and X are also likely to be Berlin-made. I agree that fremonts model S... is a bit of a quality control disaster, or at least was when they threw mine together in 2015
In general, I reckon we underestimate demand for S/X for a bunch of reasons:
1) A lot of luxury car owners are old men. Not necessarily known for their openness to new brands, and new styles. This is gradually changing. I definitely know a few people who drive porsches/jaguars/landrovers who are slowly coming around to EVs and to Tesla as a reliable/high performance option
2) There are obvious expansions to any market where there have previously been waiting lists. Being able to order one today and buy it today will unlock higher demand.
3) The early S/X had bad built quality. Lets not pretend otherwise. This seems way better now, especially China/Berlin built. That also unlocks higher demand.
4) I know people in the market for high end cars who have also been waiting 'for the tech to mature'. This is laughable to us, but to a lot of people, EVs have only just started to become a viable choice.
To emphasize 4) one of the beuaties of having a mass market model 3/Y, is you have to build out the charging infrastructure to support it. That means you have a luxury range (S/X) that benefits from the sort of charging network that could never be justified for a pure luxury brand.
In the early days of my model S ownership, we were often frustrated by inconvenient charging, but put up with it as early adopters. A lot of wealthy luxury car people wouldnt have done that, but now they will not have to.
TL;DR: Porsche will never be able to offer their customers a charging network as good as Teslas, because there is no cheap Porsche in the mass market.
When I am analyzing potential S/X sales, I just assume that eventually Tesla destroys* Jaguar, Porsche, Lexus and BMW and Mercedes as luxury car brands and takes their entire market share. This may take time, but still looks inevitable to me.
*maybe they will persist as extremely niche, stupidly overpriced small-production cars owned by people who just cant stand elon musk.
First, the 'old men resistant to 'newness'. For many years the luxury market innovation has been readily received by the older buyers. The 'old men' in that market have tended to be early adopters in many arenas in their lives. Generalizing the generic resistance to change does not extend at all to all segments, least of all exotic car enthusiasts. I do have data on this but it is proprietary so I cannot disclose it.
Second, Porsche already sells more BEV than ICE is some categories and is quite likely to continue to expand. My neighbor with a Taycan is celebrating his 80th birthday, only anecdotal but entirely consistent with brand penetration.
Third, have you checked out Porsche Macan? Competitive with Model Y and BEV arriving soon.
The reality is that from brand to brand in many markets the luxury BEV's are very popular, from Porsche, Audi, Mercedes and now even Lotus, Maserati and Ferrari are being fined by Lotus and Rolls Royce. Conventional charging network issues are diminishing in many areas of the world, not least as Tesla Superchargers open to other brands.
The 'luxury' brands are widely moving to BEV and older people dominate the brand purchases nearly everywhere. Of course Model S and X will thrive, but they are no longer exclusive options. In no way is that to diminish Tesla advantages, only that as the markets mature market share of BEV will decline as total market share will continue to rise.
All this is quite quickly advancing BEV acceptance which is already advancing quickly even in countries in which Tesla is not yet officially present.
All this is wonderful news for TSLA and us.
The pre-market spike we saw this morning has been steadily walked down already from $158 to $153. Will it surge upward at the open or plunge into the $140's?
Only the Market Makers know which way we are going because it's their decision, lol.
Interesting that max pain is looking like 157 for today and TSLA has crossed above MP briefly in the pre market. Volume, I find, overpower MP and pre market volume has been strong. Seat belts may be advised.
With Elon not able to sell more shares and quarterly rebalancing over - the MMs/Hedgies should just be closing their short positions and let this run atleast till Q4 delivery report….. but who knows….with macros and all…
+ Elon poll results and consequences
Mexico GF
+ Elon poll results and consequences
Mexico GF
UK new incentive today:
"Take delivery before December 31, 2022 to receive 6,000 miles of free Supercharging"
Inventory of model 3&Y combined has dropped from around 300+ before the weekend to around 150 ish. We've just had a ship or 2 drop off thousands.
"Take delivery before December 31, 2022 to receive 6,000 miles of free Supercharging"
Inventory of model 3&Y combined has dropped from around 300+ before the weekend to around 150 ish. We've just had a ship or 2 drop off thousands.
TrendTrader007
Active Member
TrendTrader007
Active Member
Prediction of Tesla stock price is fool’s errand. I should know better. Hard to break old habits. Will continue to work on it
If Tesla bottoms at $150, and it’s a big if, then we will likely set up for an awesome rally. Keeping fingers crossed
It’s hard to see a scenario where shorts don’t pay
If Tesla bottoms at $150, and it’s a big if, then we will likely set up for an awesome rally. Keeping fingers crossed
It’s hard to see a scenario where shorts don’t pay
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