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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. FirebirdAlpha

    FirebirdAlpha Banned

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    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.
     
  2. CuriousSunbird

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    Surely if there is a memo then there is a story.
     
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  3. oneday

    oneday Active Member

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    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!
     
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  4. CuriousSunbird

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    I wonder if Panasonic was one of the addressees. It's Monday morning in Tokyo so presumably the Nikkei and/or Bloomberg are asking now.
     
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  5. wipster

    wipster Gold Member

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    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.
     
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  6. generalenthu

    generalenthu Supporting Member

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    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.
     
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  7. 22522

    22522 Active Member

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    That report is more valuable to Tesla than it is to any other automaker. Good call.
     
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  8. dgodfrey

    dgodfrey Supporting Member

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    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?
     
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  9. MXWing

    MXWing Well-Known Member

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    Am I crazy but say if such a memo was legitimate and taken at face value (yea right)

    Why would it come from a Tesla.com email address?

    Such things would be treated with discretion?
     
  10. bdy0627

    bdy0627 Active Member

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    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.
     
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  11. bdy0627

    bdy0627 Active Member

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    Justin Pulitzer is a very rational, logical trader on twitter, definitely not a Tesla fanboy. He totally gets what's going on:

    Screen Shot 2018-07-22 at 9.08.09 PM.png
     
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  12. 30seconds

    30seconds Active Member

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    Yes, massive cover up of supply chain people negotiating with suppliers
     
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  13. Causalien

    Causalien Prime 8 ball Oracle

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    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.
     
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  14. traxila

    traxila Supporting Member

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    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.
     
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  15. traxila

    traxila Supporting Member

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    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.
     
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  16. wipster

    wipster Gold Member

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    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...
     
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  17. scaesare

    scaesare Well-Known Member

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    Not if it's disingenuous or manipulative.
     
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  18. scaesare

    scaesare Well-Known Member

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    #20258 scaesare, Jul 22, 2018
    Last edited: Jul 22, 2018
    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.
     
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  19. gene

    gene Supporting Member

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  20. TSLA_Hopeful

    TSLA_Hopeful Member

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    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.
     
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