TSLA Market Action: 2018 Investor Roundtable

[avoigt]

You’re free to assume the tax will be bypassed. It isn’t 100% impossible, but something wil have to get moving soon for this to happen.
As things are now, Tilburg assembly hall’s capacity is 90 (S & X combined) cars per day. Sure, this can be massively extended, or maybe a third party (like Magma) can be contracted. But this isn’t very likely.

Maybe US <-> EU trade negotiations will see a change in the right direction, sooner than those scenario's.

So, your real answer is: "I don't know"

Thanks & Appreciated

 

[Artful Dodger]

Not finding it, if it's bad news, will pop up on CNBC soon enough...

Dana Hull and "people familiar with the matter" strike again:

Tesla's Finance Team Is Losing Another Top Executive

The FUD is strong with this one...

 

[Boomer19]

Bloomberg news.

it’s in B.B. terminal. will hit website soon.

 

[LoveTSLA]

Electrek put a article of it too. This guy might be fired due to the supercharge the report error ?

 

[Tslynk67]

Probably low volume manipulation time.

First one was 200k shares!

 

[Fact Checking]

One of the S pack teardowns (by wk057) noted there's ~1/4" (~6.5mm) deadspace in the bottom of the existing pack casing. The new 2170 cells are 5mm taller than the old. So ostensibly the new cells could be used in the existing pack casing with minimal internal rework.

The dimensions are included in the name:

• The 18:65.0 cells have a diameter of "18mm" and "65.0mm" height.
• The 21:70.0 cells are thicker as well the "21mm" is diameter and the "70.0mm" is height.

So given that the 2170 cells are not just thicker, but also denser, and the copper cooling channels with glycol circulating are wrapped around the cells tightly in the current Model S/X battery module design:

For this reason the battery modules probably need significant rework as well: the cooling channels probably need to become a bit wider, to be able to transport more heat away from the denser cells.

I believe this is why JB mentioned that both the modules and the pack need rework. I don't think it's just a 'cell drop-in' - the diameter and energy density differences force a different module design.

But the biggest deal is to be able to fit the 5mm taller 2170 cells into the existing S/X battery pack's vertical dimension, which would leave the rest of the car mostly unmodified.

 

[dondy]

Dondy, I was talking 2 million combined.

Here in the U.S. we should sell a little over 17 million new cars and trucks in 2018. This is the busiest shipping time of year (when the new year models begin arriving at dealers. Anyone with any experience in the auto industry knows this is the toughest time of year to ship cars if you are not a big player. Tesla is learning this the hard way. They have never tried to ship this many cars before in such a tight timeframe.

What "ecosystem" helps get cars shipped?

This 17 mln. are counted together with pickups, which if bought for work are used as utility trucks. In Europe it would be the same if to count passenger cars together with vans.
Correct would be to compare leading passenger models. You have Honda and Toyota.
Both companies have 2 lead models each eating 300k of the passenger car market. All other companies have models with volume 200k or less. Tesla is entering leading group with it's model 3 now. One has to be "short" to call Tesla a "minor player".

Ecosystem is production+parts+sells+service. The only company in the world really producing cars is Toyota. If to count ownership of daughters suppliers Daimler and VW. And now you have Tesla. The rest are assembling cars.
(well the korean situation is special, korean companies compete only at home and they do try to keep all production within Korea if possible).
When Tesla will produce Toyota numbers it will be valued also at Toyota level.

The only real problem for Tesla is lack of service specialists, and difficulties with scaling.
Growth problems, hardly something to complain about.

 

[bdy0627]

Dana Hull and "people familiar with the matter" strike again:

Tesla's Finance Team Is Losing Another Top Executive

The FUD is strong with this one...

The media is awfully obsessed with this intense focus on Tesla being in chaos, but apparently they get their clicks with that message, so we will keep seeing it. Notice the 2nd bullet point at the top of the article even spoon feeds the message for those who can't seem to arrive at the correct impression - "Analyst says market is left with impression of ‘instability’". That was the quote from Ramit Shah from Nomura earlier in the week regarding executives departing Tesla.

 

[bdy0627]

Electrek put a article of it too. This guy might be fired due to the supercharge the report error ?

The media would almost certainly ignore that, if true, because it wouldn't get the clicks. Tesla in chaos with another executive leaving is what they want.

 

[bdy0627]

Looks like buyers have stepped in and said thank you very much for the discount there.

 

[Artful Dodger]

Well, this action is somewhat spooky. So now it's "buy on FUD"?

 

[TrendTrader007]

So bears tried to spin bloomberg news about new Exec departures as a negative
did not succeed
another positive

 

[EVMeister]

This price action restores my faith that investors are seeing straight through some of the misleading FUD.

 

[hobbes]

So bears tried to spin bloomberg news about new Exec departures as a negative
did not succeed
another positive

Would you say it is positive?

 

[wipster]

Don't want to curse this, but are we experiencing an LAR?

 

[Paracelsus]

This price action restores my faith that investors are seeing straight through some of the misleading FUD.

........and that they would like to be 'in' prior to Q3 numbers..........which are right around the corner now. How convenient for the MM's that they successfully pushed it so far down so that they can now turn around and ride it all the way back up........making money both ways. Even if you don't like the rules, you have to play be the rules......or perhaps at least know the rules...?

 

[Sudre]

That was the funniest manipulation fail. As fast as those shares got gobbled up I wonder if someone is taking a large position.

 

[bdy0627]

Power finish! Nice. Hello $290. I missed you and it's nice to see you again, but let's keep this visit brief.

Well, this action is somewhat spooky. So now it's "buy on FUD"?

FOMO is back baby!

 

[Mader Levap]

As an investor (if indeed you are one) you always need to be reading any available information on your stocks or options.

Taking this on face value, wording "any" implies reading literally everything about those "stocks or options", including complete garbage and lies. Why I would want to waste time on that?

 

[Jayjs20]

Power finish! Nice. Hello $290. I missed you and it's nice to see you again, but let's keep this visit brief.

FOMO is back baby!

It's weird how one day, it's, "Oh god no, it dropped to 290", then later, it's "Yes 290! I've missed you!"