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TSLA Market Action: 2018 Investor Roundtable

Discussion in 'TSLA Investor Discussions' started by AudubonB, Dec 30, 2017.

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  1. AudubonB

    AudubonB Mild-mannered Moderator Lord Vetinari*

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    #1 AudubonB, Dec 30, 2017
    Last edited: Jan 1, 2018
    Welcome to the discussion of Tesla's activity in the marketplace. Doors open 1 January; until then confine all market discussion to the old thread (spoiler: markets are closed for the rest of the year).

    Update: its thread-name now begins with "Market Action", which should lessen the frustration many had over the past year in posting to the wrong thread.
     
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  2. Lycanthrope

    Lycanthrope Active Member

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    Can we post here now?
     
  3. CorneliusXX

    CorneliusXX Member

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    Yes
     
  4. lunitiks

    lunitiks ˭ ˭ ʽʽʽʽʽʽʽʽʽ ʭ ʼʼʼʼʼʼʼʼʼ ˭ ˭

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    [​IMG]
     
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  5. Bet TSLA

    Bet TSLA Active Member

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    Well, no, it's typo'ed.
     
  6. AudubonB

    AudubonB Mild-mannered Moderator Lord Vetinari*

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    This is Take Three!!!! of this thread title....

    and on edit: Everybody happy now? :)
     
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  7. Bet TSLA

    Bet TSLA Active Member

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    Glad to see the New Year's Eve effects are wearing off.
     
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  8. JRP3

    JRP3 Hyperactive Member

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    Somehow the changes seem to have me unsubbed from this thread and the general thread.
     
  9. SebastianR

    SebastianR Member

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    So we do expect good delivery numbers. Question is: will it excite the market? Or will the market go "meehh"?
     
  10. 2virgule5

    2virgule5 Member

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    I bet ‘meehh’ until Q1 delivery numbers...
     
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  11. Johann Koeber

    Johann Koeber Member

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    Depends on how good.

    Total 100,000 for 2017 is expected. M3 over 2,500 would be considered good. Any info on the production ramp would be good. Any information on the reservation numbers (semi and roadster) would be good. But these are not to be expected until February, so January might be a difficult month for TSLA.

    Anything less or no information would be bad.
     
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  12. JRP3

    JRP3 Hyperactive Member

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    I'm expecting market "meehh".
     
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  13. Waiting4M3

    Waiting4M3 Active Member

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    2500 M3 deliveries or production? It makes all the difference in the world. 2500 deliveries would be very good, but 2500 production would be disappointing in my book. Also I personally care a lot more about M3 production # than deliveries.
     
  14. Waiting4M3

    Waiting4M3 Active Member

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    I see two votes for meehh. I'm expecting not-meehh. We'll see who the market choose to surprise between us.
     
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  15. mrdoubleb

    mrdoubleb Active Member

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    They already said in the Q3 ER, that they will provide an update on M3 ramp in the delivery/production report due in the next 3 days.
     
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  16. Lessmog

    Lessmog Active Member

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    Can't you just click "Watch thread" in the upper right? I did a minute ago. Too early to tell if it worked ...
     
  17. JRP3

    JRP3 Hyperactive Member

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    That's what I did initially, but somehow it was "undone". Seems fine now.
     
  18. tinm

    tinm 2013 S85 Owner

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    So, delivery/production numbers on Wednesday maybe?
     
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  19. Starno

    Starno Active Member

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    Probably Wednesday after market close.
     
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  20. KLC13

    KLC13 Member

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    I think the market would excuse low M3 production and deliveries if the production run-rate for the last two weeks >1000 M3's/week. Combined that with record S&X, semi+roadster reservation numbers and Tesla Energy project descriptions, SP should go up...

    However, the drop in SP over the last one week bothers me and I hope its not due to sell off from some big investors with advanced information...
     

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