FirebirdAlpha
Member
I don't think they can. The memo could contain pretty sensitive information or be covered under NDA.
Parties that are undergoing a negotiation typically agree that the negotiation be confidential, at least until its conclusion.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
I don't think they can. The memo could contain pretty sensitive information or be covered under NDA.
Parties that are undergoing a negotiation typically agree that the negotiation be confidential, at least until its conclusion.
Surely if there is a memo then there is a story.
Shareholders should be happy here. This all seems like good news to me. Minus the sensationalism (ie suppliers could go bankrupt). Tesla is trimming barnacles and trying to reduce costs wherever possible. Good on em!
This is all based on one supposed memo that a single supplier, the part they supposedly supply is not known, shown to the WSJ. I'm thinking their is a lot of manipulation going on here specifically to drive down the SP tomorrow morning. If, if Tesla needed cash right now for continuing operations, there are a lot of places they could get it rather than asking their suppliers for a refund of parts previously supplied.
As for negotiating with the suppliers for a reduction in future pricing based on the highly probable success of the M3, that I can believe. I spent a large part of my career in procurement and that's an industry accepted and expected way for all to share in Tesla's future success. That part sounds plausible. This memo from a single supplier? Something stinks about that.
Regardless, tomorrow should be an interesting day.
As for negotiating with the suppliers for a reduction in future pricing based on the highly probable success of the M3, that I can believe. I spent a large part of my career in procurement and that's an industry accepted and expected way for all to share in Tesla's future success. That part sounds plausible. This memo from a single supplier? Something stinks about that.
Regardless, tomorrow should be an interesting day.
There is speculation on the interwebs that Tesla saw the Munro report and realized it's overpaying for some parts and asking for a refund.
That report is more valuable to Tesla than it is to any other automaker. Good call.
dgodfrey
Member
Can't tell if you're serious or joking but is it implausible that Telsa bought a copy of the report which may explain the change of heart by Munro in his latest video?
bdy0627
Active Member
Everyone knew the FUD was going to get stronger leading up to the Q2 ER. It's pretty astounding how bad it has gotten. I think from the bear's side, the most effective thing they can do now is to try to get people seriously questioning Tesla's immediate survival. Would you buy a car from a company you were worried might not be around in a year or two? Most current owners are used to this and can deal with it, but new buyers to Tesla may really struggle with it.
bdy0627
Active Member
Justin Pulitzer is a very rational, logical trader on twitter, definitely not a Tesla fanboy. He totally gets what's going on:
Yes, massive cover up of supply chain people negotiating with suppliers
Causalien
Prime 8 ball Oracle
I use this place aa one stop shop for all information. So I enjoy it if mods let's one of the near info gets posted once. But
As a short, do you agree that the amount of negative articles targeting tesla is very curious?
I often see 3 negative articles in a day on zerohedge. I don't remember BAC gets that many during 2008.
As a short, do you agree that the amount of negative articles targeting tesla is very curious?
I often see 3 negative articles in a day on zerohedge. I don't remember BAC gets that many during 2008.
So if you have a memo then post the damn thing. Seriously let readers draw their own conclusion. Oh wait, forgot we just supposed to listen. Move along sheeple.
Over on ZH they are in orgasm land. Calling short of a lifetime. Business as usual I guess.
Over on ZH they are in orgasm land. Calling short of a lifetime. Business as usual I guess.
That is debatable to say the least. There was a plethora of respectable well heeled WS types who know better guaranteeing that Amazon would fail. They were all wrong.
Thinking about this a bit more, how interesting is it that this "story" comes just days after the extremely complimentary review of the M3 in the very same WSJ, the popularity of which probably not only embarrassed the hell out of them, but also will have the effect of driving 10's of thousands of people to Tesla stores and the website, all readers of their publication who can probably easily afford one or two M3's.
I find it strange that this "memo" was received days ago and not released until after the publication of not only their test drive, but 2 others that were equally complementary. Something is rotten in NYT...
I find it strange that this "memo" was received days ago and not released until after the publication of not only their test drive, but 2 others that were equally complementary. Something is rotten in NYT...
Not if it's disingenuous or manipulative.
Why?
I haven't seen any stories about GM negotiating prices with their axle suppliers, or Apple attempting to get a better deal on LCD displays. No doubt there have been memos there.
So the existence of a memo does not, in and of itself, "surely" necessitate a story.
What remains to be seen is if the contents of any memo are being accurately represented.
Last edited:
Just in case you never venture from this thread: 8 Retorts To New York Post Attacks On Elon Musk & Tesla — #Pravduh #RealityCheck | CleanTechnica
I used to work in Procurement at a F500... there is nothing alarming at all. We asked for suppliers to adjust contracts many times and often included rebates (although not frequently)....to take this one piece and report it as Tesla is having cash difficulties is false and disingenuous.
- Status
Similar threads
- Locked
- Locked
- Locked
- Poll
