TSLA Market Action: 2018 Investor Roundtable

[Off Shore]

I have stated that my continued health depends on it, in an attempt to elicit sympathy. Yes.

Well worth "Display Ignored Content."

 

[dmckinstry]

I still have my shares from 2012!

I only still have only a little over half my stock from 2011-2013. But I did NEEEED the funds for the purchase of my Model S.

 

[wipster]

I still have my shares from 2012!

As do I...

 

[CuriousSunbird]

Did this article really cause the AH price to drop by $8.05: Cost to insure Tesla's debt rises on growing default fears



Edit: I know AH is volatile... And I see it has come back up to only down $1.34...

The CDS market is one of the best indicators of a company's health. Unfortunately very difficult for non-professionals to access pricing except by this kind of article.

 

[AudubonB]

Mod: Take the Lithium, Cobalt and other such stories and questions to the “Resources” page, please. Thank you.

Mod: so moved. --ggr.

 

[ZachShahan]

Hi Everyone,

I have a few questions. I'm thinking about getting the white interior in my model 3. Does it hold up well?

Also I'm surrounded by oil workers. Well myself included . People around me keep talking about how electric cars are worse or just as bad for the environment depending on the energy source and the mining of lithium. Do you guys have some reading on this or better yet videos?

I can't wait for the next 2 quarters. Things are really getting exciting. It's like watching a really long movie and we are close to the climax!

Thanks!

Last I saw, Elon said the white interior held up super well and he considered it the best interior option.

 

[ZachShahan]

Does anyone know where this guy gets his daily production numbers? White board in the factory?

skabooshka (@skabooshka) | Twitter

 

[SwTslaGrl]

Does anyone know where this guy gets his daily production numbers? White board in the factory?

skabooshka (@skabooshka) | Twitter

There are some explanations here: Found a LOT of Model 3's in a Tesla lot - Pictures inside

 

[Papafox]

If skabooshka's (a short) data is correct, looks like Tesla took Sunday to do factory work that affects all three vehicle types. Here are some historical numbers he has reported for Model 3 daily production:
Jul 7 380
Jul 8 260
Jul 9 550
Jul 10 610
Jul 11 700
Jul 12 800
Jul 13 700
Jul 14 770
Jul 15 680
Jul 16 530
Jul 17 400
Jul 18 540
Jul 19 570
Jul 20 560
Jul 21 680

 

[Todd Burch]

Does anyone know where this guy gets his daily production numbers? White board in the factory?

skabooshka (@skabooshka) | Twitter

I was just looking at that as augkuo here reported the same production total one day.

Augkuo said that he got his number from a source who worked at Tesla, and the Tesla employee got it from a daily production update being emailed out.

At least that one day the values agreed.

I am highly suspicious, but it could be correct too.

If that source is accurate, Tesla has been mostly below 5k/wk this entire month, much less above.

But it could also be used by Tesla (with occasional unique identifiable totals) to identify any employees leaking numbers to the public.

 

[Todd Burch]

Also kinda interesting that they’re all rounded to the nearest 10. Seems odd.

 

[CorneliusXX]

The CDS market is one of the best indicators of a company's health. Unfortunately very difficult for non-professionals to access pricing except by this kind of article.

It's an indicator. But as the GFC has shown, it can be wrong in big ways.

 

[RobStark]

Last I saw, Elon said the white interior held up super well and he considered it the best interior option.

I think Elon said leatherette is superior to textile and leather in terms of wear and "cleanability" but not specifically white leatherette as superior.

 

[W84M3]

Also kinda interesting that they’re all rounded to the nearest 10. Seems odd.

No, he did it on purpose to "protect his source".

Btw: I've been following his tweets and yes, he's 100% a short (and doxed) but I think the numbers are real.

 

[Tslynk67]

No need to wait till tomorrow.
Tesla slams into 2 adjacent businesses at Newport Beach strip mall

In other news "A Car Crashed, Somewhere".

At least the guy manned-up to it: "Nguyen said the motorist apparently got the accelerator and brake pedals mixed up, and was apologetic after the incident."

 

[CuriousSunbird]

It's an indicator. But as the GFC has shown, it can be wrong in big ways.

Not getting the connection between the GFC and CDSs. Are you referring to CDOs?

 

[Tslynk67]

I have gotten more involved on twitter lately and I'm finding out that I can't stomach it. Somehow, I can handle TSLA's volatility pretty well while holding far too many call options. Twitter, however, is just totally vile when it comes to Tesla. I can't stand it.

Yeah, it's horrible. I've been active on Twitter for a few years, but decided to go on the attack as of last Thursday when the FUD started to ramp-up.

I think it's having an effect though, I'm seeing far less hatred the last few days and hey, we drove Larry away. So I will keep at it, hopefully things will calm a bit after the EC.

 

[HG Wells]

If the rumored car and car parts tariff happens,
how much effect will it have on Tesla ?

Do we know what percentages of car is made in Canada and Mexico ?

 

[neroden]

Not getting the connection between the GFC and CDSs. Are you referring to CDOs?

CDSs were wildly mispriced in 2008.

 

[CuriousSunbird]

CDSs were wildly mispriced in 2008.

So was most everything. But the CDSs adjusted to reality more quickly than most of the underlying instruments.