NikeWings
Active Member
Correction: the sort is by CSE not USD.
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Correction: the sort is by CSE not USD.
You really think a newly renovated kitchen is going to give you the same return over 10 years vs solar plus a Tesla?
Apparently there was a hit-piece on CNBC, just, with the Pitt guy, formerly of SEC, might explain the drop.
They do not pencil out. Just too expensive to operate a Model 3 full-time without commercial access to SC use. The monthly payments, lack of a lease program, higher insurance, and shorter warranty on drivetrain and battery pack just don't work for high mileage operations. Without SC access a driver is limited to what he can charge at home for hours of operation. It would only work for a very part-time gig and perhaps for a referral-gathering exercise.I think we need more Uber drivers with Model 3's...
2025 is a more likely timeframe to reach 500,000 per year even with the knowledge gained from Fremont. The animosity the Chinese are developing towards the U.S. because of Trump's trade policies could have far-reaching implications for American companies selling products in China even if they are being manufactured in China.In the article they estimate 500,000 cars per year for Chinese in 5 years, so around September 2023.
They do not pencil out. Just too expensive to operate a Model 3 full-time without commercial access to SC use. The monthly payments, lack of a lease program, higher insurance, and shorter warranty on drivetrain and battery pack just don't work for high mileage operations. Without SC access a driver is limited to what he can charge at home for hours of operation. It would only work for a very part-time gig and perhaps for a referral-gathering exercise.
Using a decent MPG gas car gives a driver a much better ROI. There are some nice late model sedans and vans on the used market for $11-15,000 with lots of rear seat legroom, wider seating, or third-row seating, and larger cargo spaces. Even with gas and maintenance, they pencil out much better than a base $50,000 Model 3 without in-town SC access.
Tesla stock movements today are in sync with other tech stocks. Again. Moving on macro not micro.
Ofcourse it breaks 260, just when I bought in..
Maybe I should sell all my shares as an act of solidarity with you guys here - it will immediately reverse and shoot up to 420...
Along with a targeted Internet campaign, I think Tesla would benefit greatly from a TV show, something like NightRider meets Miami Vice. Look what MV did for Ferrari. Bonus if the hero/heroine could be fighting global warming. Does anyone have Hollywood connections?
ONE quarter?. That was a joke right?Media cares about clicks, and uses whatever story will get clicks best (positive or negative). Right now, people are eating up the negative story. But that doesn't mean it can't reverse. People also tend to like "comeback" stories. I think sustainable profits will do a lot to help the media balance. It'll also drive a lot of shorts off the market (reducing their incentive to FUD). Ideally, if they could kill off the UAW campaign as well (aka, with a vote of some sort), that would be great too.
Note: sustainable != "1 quarter".
So what's today's panic about...??
A general question though - does the SP really matter? I realise that there was some FUD around Elon getting a margin-call at 230, but given that we were at 180 two years back, I don't believe that.
If the revenues and product margins are good, if the cash-flow is positive, etc., does the SP have any relevance whatsoever?
Still, its down. Wonder if its triggered any of KarenRei's buys? I'm watching for how low it goes before doing my last hurrah.
ONE quarter?. That was a joke right?