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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. tivoboy

    tivoboy Active Member

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    I had already sold the sept 292.5 call last week at 10.5 but bought them back at 2$. ;-). It’s still probsbly a decent trade at this point. But I’ll probably drop lower to capture some more premium.
     
  2. HG Wells

    HG Wells Martian Embassy

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    It keeps getting hammered down. I'm beginning to think it will close where it opened.

    Dag Nabit !!!!!
     
  3. scaesare

    scaesare Well-Known Member

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    Incorrect, you didn't just address the salesperson admitting it, you questioned the way Tesla is handling things. Note that curly symbol at the end of your post... that's called a 'question mark':



    Please to be citing your inside information regarding the logistics folks having "no clue" and therefore precluding any other factors that may contribute. Feel free to include percentages of overall deliveries with this problem.
     
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  4. mongo

    mongo Well-Known Member

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    9k is the 3 LR vs SR price. So 2.5k investment on Tesla's part for potential 6.5k return; a 30% upgrade rate over life of car is break even.

    But it opened above where it closed Friday, so still a win.
     
    • Like x 1
  5. FS_FRA

    FS_FRA Member

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    IMHO:

    Basic infrastructure, building structure, services, utilities, will happen much faster than in “the West”.
    However the actual plant and automation is where it’s going to take as long, or longer than at GF1 (assuming lessons learned, etc). The challenges will be how Großmann is able to accelerate in China, how they will be able to staff the automation builds, what footprint they already have there, etc. Remember that they are probably already stretched quite thin due to GF1 and other US plants....
    Also, importing anything into China takes longer. So those delays will also add up. Depending how attractive this is to local government will also help to speed things up or slow them down....
     
  6. CaliBear1

    CaliBear1 Member

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    Brandel Chamblee, former pro golfer and current analyst on the Golf Channel, nails it:

    Check out @chambleebrandel’s Tweet: Brandel Chamblee on Twitter
     
    • Like x 7
  7. Krugerrand

    Krugerrand Is Cat

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    #35387 Krugerrand, Sep 10, 2018
    Last edited: Sep 10, 2018
    And the suggestion here by someone, who thinks they know better but doesn’t, to wait until a car has arrived and been inspected before notifying the person for a setup of a delivery date won’t work because:

    Tesla doesn’t have vast lots at their stores/SC centers to be holding a crap ton of cars waiting for owners to be able to come get them days later. We, who actually know about Tesla, have seen the pictures of cars parked on top of cars with trailers of more cars waiting to unload. We know from hundreds of people the locations are like zoos.

    We’ve read stories here of people being out of town and unable to get their car in a timely fashion and Tesla telling them we can’t hold your car. Come get it or we’ll order you a new one.

    So yes, car salesman, Tesla will set up delivery days before cars get to their destination to try and prevent cars being parked on the street for days on end. While not perfect, it’s the lesser of the evils.

    Sorry for using your post Werewolf to make this point. I’m done conversing directly with the snake in the grass.
     
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  8. Krugerrand

    Krugerrand Is Cat

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    I don’t remember it happening that way but okay. So how many limited 75s did they make in that period? We need to know the numbers to know how much money Tesla is willing to risk/leave on the table.
     
  9. beachbum77

    beachbum77 Banned

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    Read the threads here in TMC. Customers get called or emailed from DC the night before to cancel a delivery. Customer calls ISA to request a new date. ISA has no idea car was not at DC as scheduled. ISA admits they are going by a screen that gives them a window of expected delivery date. What is not clear from the available information is if they are not getting updated on delays or just missing the info due to the volume of orders they are attempting to handle.

    Because of the vast number of problems that can occur, my poiicy was to allow staff to alert orders when their units were built and leaving the factory. From there it was total silence until the vehicle arrived and was inspected. Only then did I allow deliveries to be scheduled. I cannot say if all dealers work that way but one thing we never had was a need to delay or reschedule a delivery unless the customer requested it.
     
  10. HG Wells

    HG Wells Martian Embassy

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    Its 10:30
    Morning dip over.
     
  11. mongo

    mongo Well-Known Member

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    Short sell orders in the 275.xx region?
    Sell at 275 buy at 272, rinse, repeat ?

    I hate things that are a pattern until they are aren't.:confused:
     
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  12. Todd Burch

    Todd Burch Voltage makes me tingle.

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    Longs/Bulls:

    It's easy to see why shorts are having such success manipulating us. Stop responding to ridiculous claims (which only prods them on further). I want to reiterate my call for a pair of these for each of you, even the ladies in the crowd:
    upload_2018-9-10_10-39-57.jpeg

    Every time the share price starts to drop there's despair, hand-wringing, and sweating from the longs. No wonder they were drawing the price down.

    Ignore the FUD. Ignore the static. Eyes on the prize.

    We got em right where we want em:
    [​IMG]

    But they smell the fear. Take a shower and wash off the fear. Remind them whose balls are in the vise.
     
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  13. neroden

    neroden Model S Owner and Frustrated Tesla Fan

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    This, unfortunately, is true. We know they have personnel in CA doing scheduling with no clue whatsoever, with the local delivery center saying "no, that delivery's not happening, we don't know what your CA delivery person is on about". Tesla is, as usual, totally disorganized.
     
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  14. Matias

    Matias Active Member

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    I first wondered whether that is some kind of isolation tank that Musk and Rogan spoke in the podcast :p
     
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  15. Sudre

    Sudre Active Member

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    I think we all may not understand what is going on. My friend here in St Louis ordered his RWD last week. He is a first time Tesla owner, first day reservation. He has been waiting for many of the first run production issues to clear up to order. They just updated him in an email that his car should be delivered before the end of this month.

    I think not only did the cars simply just miss getting shipped but Tesla is also gone up a step in production speed and shipping efficiency.
     
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  16. Todd Burch

    Todd Burch Voltage makes me tingle.

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    An isolation tank would work too, as this forum would have a larger signal-to-noise ratio if we stopped responding to the crazies.
     
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  17. beachbum77

    beachbum77 Banned

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    But it is a problem that can easily be fixed almost immediately. Let the DS's at the DC's schedule the deliveries. Problem solved.
     
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  18. neroden

    neroden Model S Owner and Frustrated Tesla Fan

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    Again, I think the problem is communications. There are any number of procedures which would work well, but they depend on the factory, the "delivery advisor", the finance approval team, the delivery center, and the transport logistics division *communicating with each other* and with the customer.

    Every single one of those offices should have someone devoted to resolving "problem cases", spending the day on the phone with their counterparts in the other department. The easy deliveries can be automated and these people can sort out the complicated ones. There are no such dedicated people.
     
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  19. Lycanthrope

    Lycanthrope S3XY old dude

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    Hey, I didn't give a link, it was a screen-grab!
     
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  20. beachbum77

    beachbum77 Banned

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    Tesla does not need vast lots. The only reason they are running out of space now (Raleigh, NC the exception) is because they are getting swamped with spec cars. Once people know there are cars available for immediate delivery the temporary overcrowding problem will go away. Then the DC staff can easily handle the incoming ordered vehicles in a timely pipeline.

    Raleigh has an uncommon problem because their facility is in a horrible location. They were using an empty lot that has now been sold. Then they were using street parking until the local police stopped that. Cars have been getting redirected to Charlotte, which is hours away.
     
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