TSLA Market Action: 2018 Investor Roundtable

[Tslynk67]

I have to disagree with that. The Ford C-MAX BEV wouldn't be the choice if you need to make a lot of long distance trips as there isn't sufficient fast charging available for the Ford C-MAX BEV. It also wouldn't be the choice if you needed/wanted to take a long trip out to a remote cabin with no electricity.

Petrol cars will still have a future for a long time, just a diminishing one.

Exactly my point, no *easy* charging network, like Superchargers. And come on now, the number of people driving a C-Max to a cabin in the woods is going to be pretty low.

But my point is, the driving experience of the BEV is vastly superior in absolutely every respect. If the car is designed from scratch as a BEV then for a similar form-factor is vastly superior in practical terms too as it will have more cabin and luggage space.

They're damned if they do, damned if they don't.

 

[Intl Professor]

There’s a little exercise that people can do to get a better picture of how truthful they are being about and with themselves. Write down what you think people think of you and then ask those people what they think about you. Here’s a hint; most people have a distorted view of themselves (good and/or bad).

The people who are healthiest have no self image. They are just there in the moment, past, and future, in accordance with the instant circumstances and their requirements.

 

[RobStark]

According to Reuters:

Altavilla, along with Jeep brand head Mike Manley and CFO Richard Palmer, was among the top candidates to succeed FCA’s longtime CEO Sergio Marchionne when he stepped down next year.
But after Marchionne fell seriously ill due to complications following surgery, the company accelerated the succession plans and on Saturday appointed Manley to succeed Marchionne.

I think most investors assumed Sergio would still serve as consigliere to new FCA CEO in his role as Chairman.

The market seems to think that advice is worth a bit over $3B.

 

[TradingInvest]

I'll be honest, I never was terribly interested in BMWs - the way people who own them drive is frankly really offputting to me, and I know that's petty, but there you go. I know some people say the same of Tesla owners, but I see Teslas around here driving more like sane reasonable people that love to drive and have some fun with their cars.

That said, just from what I see in passing, it feels like BMW has been doing a better job than most ICE makers at getting electric cars or electric cars with a range extender on the road. But maybe that's the Seattle bubble I live in.

I'm genuinely interested in which traditional auto makers are actually investing in EV technology, more than just as a compliance vehicle. Does anyone know of a good recent analysis of the EV manufacturing landscape outside of Tesla?

This is my investment approach: find the most competent team, stay with the leader. Tesla is the leader in this one of the largest transition in human history. There are no runner ups. Look at what Tesla has done in the past, the Model S, Model X, Model 3, Semi, PowerWall, PowerPack, SolarRoof ... I can imagine what kind of Model Y and pickup truck they will bring to the market. It's going to take away all the SUV/CUV demand from legacy car makers. I still think even some bulls underestimate Tesla. Those who hope legacy makers will successfully bring excellent EVs to compete with Tesla, will be disappointed. Just my view and I could be wrong.

 

[adaptabl]

This morning both General Motors and Fiat Chrysler announced earnings and outlooks that were poorly received by the market. Ford did not report, but its share price appears to have been taken down in sympathy. Tesla's share price is up. It also did not report today.

My earlier posting of simply the movements in automaker share prices today was designed as a subtle hint to provoke thought about the future of Detroit ICE makers versus California EV maker Tesla.

Tesla doesn't trade like an auto stock.

 

[Drax7]

Montana skeptic, a Yale law school graduate, engaging in securities fraud,
Is so refreshing , gotta wonder what acceptance criteria they apply there.

 

[Ulmo]

What was the cause of the macro markets going up? I'm seeing AMZN, AAPL, SPY & QQQ up, and TSLA did that too.

Edit: Ah, found it.


Edit: Closer to the source of the newsflow timing:

 

[wipster]

What the heck caused that?

 

[The Blue Owl]

What the heck caused that?

Could be this (from WSJ):

Breaking News...

WASHINGTON—The European Union delegation meeting with President Donald Trump Wednesday agreed to some concessions in an effort to avoid a trade war with the U.S., according to a European official in the room.

The official said European Commission President Jean-Claude Juncker and his top trade official Cecilia Malmström agreed to work with the U.S. administration to lower industrial tariffs on both sides, increase LNG exports and soy beans to Europe, and align regulatory standards to allow for medical devices to have better market access in Europe, the official said.

Both delegations were still fine tuning language in a common statement on car tariffs, the official said.​

 

[RobStark]

The Ford share price sank to a 5-year intraday low today.

So their new turn around specialist CEO is turning things around?

 

[Curt Renz]

Tesla doesn't trade like an auto stock.

Certainly not like a long established ICE auto stock.

Why to you forbid me to view your TMC profile?

 

[defc0n]

What was the cause of the macro markets going up? I'm seeing AMZN, AAPL, SPY & QQQ up, and TSLA did that too.

Edit: Ah, found it.
View attachment 320178

Edit: Closer to the source of the newsflow timing:
View attachment 320182

That was a crazy macro jump! Should be some sell the news tomorrow morning though.

 

[wipster]

Could be this (from WSJ):

Breaking News...

WASHINGTON—The European Union delegation meeting with President Donald Trump Wednesday agreed to some concessions in an effort to avoid a trade war with the U.S., according to a European official in the room.

The official said European Commission President Jean-Claude Juncker and his top trade official Cecilia Malmström agreed to work with the U.S. administration to lower industrial tariffs on both sides, increase LNG exports and soy beans to Europe, and align regulatory standards to allow for medical devices to have better market access in Europe, the official said.

Both delegations were still fine tuning language in a common statement on car tariffs, the official said.​

Possible... haven't seen anything better yet. Regardless, great way to close the day!

 

[wipster]

This may have contributed as well:

Bipartisan Senate bills aims to delay auto tariffs - Bayerische Motoren Werke AG ADR (OTCMKTS:BMWYY) | Seeking Alpha

 

[Krugerrand]

The people who are healthiest have no self image. They are just there in the moment, past, and future, in accordance with the instant circumstances and their requirements.

We’ll need to debate that on a different forum.

 

[Ulmo]

This may have contributed as well:

Bipartisan Senate bills aims to delay auto tariffs - Bayerische Motoren Werke AG ADR (OTCMKTS:BMWYY) | Seeking Alpha

I wonder if Trump would veto a bill aimed at interfering with his biggest tool on one of his biggest issues (#2 in the list behind only world peace and stopping nuclear Armageddon) that he already campaigned specifically on and repeated about 2,000 times over the last 3 years everywhere he went and said this is the time he needs that tool and said that this is the way he has to do it those 2,000 times and is concentrating his work on for literally months of his effort. My guess is that that bill won't have an impact on markets where people can see what the effect flow will be.

 

[RobStark]

This may have contributed as well:

Bipartisan Senate bills aims to delay auto tariffs - Bayerische Motoren Werke AG ADR (OTCMKTS:BMWYY) | Seeking Alpha

What are the chances of veto proof majority for those bills after Trump has secured concessions from Merkel?

And lets face it sabre-rattling Macron is irrelevant on the matter.

 

[arathald]

Microsoft and Google also posted good earnings, I believe, and other tech stocks are releasing earnings soon. I think it's a mix of the geopolitical landscape and fairly standard runup to earnings.

 

[Curt Renz]

The Ford share price sank to a 5-year intraday low today.

So their new turn around specialist CEO is turning things around?

Now Ford shares are being hit after hours following its disappointing earnings and guidance.

 

[winfield100]

This is my investment approach: find the most competent team, stay with the leader. Tesla is the leader in this one of the largest transition in human history. There are no runner ups. Look at what Tesla has done in the past, the Model S, Model X, Model 3, Semi, PowerWall, PowerPack, SolarRoof ... I can imagine what kind of Model Y and pickup truck they will bring to the market. It's going to take away all the SUV/CUV demand from legacy car makers. I still think even some bulls underestimate Tesla. Those who hope legacy makers will successfully bring excellent EVs to compete with Tesla, will be disappointed. Just my view and I could be wrong.

um, did you watch, in 'real time' the SpaceX launch (and landing in strong wind sheer) of Iridium 7 with another 10 satellites this morning early? in at least my mind, Tesla and SpaceX are more than "loosely coupled"