TSLA Market Action: 2018 Investor Roundtable

[ThereAre4Cars]

The 3x unit count of Model 3 shifts some of the costs away from the S+X, further improving S+X gross margins due to fixed costs of shared facilities such as the paint shop shifting the cost accounting towards Model 3, and also better utilization of existing infrastructure.

I keep trying to get an insight on the magnitude of this. Do you have any ballpark estimates? I suspect it's fairly small (< 1k$ per unit) but even that's fairly significant.

 

[supratachophobia]

That's a nice pop already, but it did similar yesterday before the macros went blood-red...

However, $TSLA is incredibly underpriced right now and other than a little uncertainty over this SEC business, it's all positive news.

In case some of you don't know, Elon getting a lot of credit on Twitter in the last 24 hours for covering the cost of water filters for Flint residents and schools. So he came good on this promise. As he does on all his promises, actually, just don't bet too much on the timing...

Regarding the water thing, did you notice how several news articles didn't mention him by name in the title? In fact, it wasn't mentioned it was Musk until the 2nd paragraph. Seems they are trying to get around some of the robo-trades that might trigger if his name pops up.

 

[dondy]

How do shorts get to a loss of 600 million for Q3 (versus 750 million for Q2) with 20% higher deliveries of Model S/X and a doubling of deliveries of Model 3 at a higher price per car?

Don't forget significantly smaller capex.

 

[dondy]

it’s just a company trying to coax holders to surrender their shares to them at a given price. do you want to sell your tesla shares at $200?

these are non-DTCC offers, meaning they are not handled like a regular corporate action. they aren’t as regulated, and you have no central counterpart to share the risk with...

i’ve seen customers duped into these deals and they cant get their shares or money for month or more.

they are seeking 20,000 in total, not “per holder”
as fac checking said, they’re mini-tenders

done directly with agent (not at DTCC - depo trust clr corp)

not an advice, but i’d never get into one of these, even if the price was above mkt

I would change broker btw. or send a complain. Even better to do both.
It is very "inattentive" to transfer such offers to the customers without proper disclaimers or stickers.

 

[ev-enthusiast]

$260 third time is a charm?

 

[scaesare]

what’s the “nn” stand for?

Even the neural nets know some posters are a waste of time & space.

 

[Starno]

TSLA is bipolar.

 

[InDaClub]

Eye on the goal:

Tesla Model 3 Is #1 Top Selling American Car In USA | CleanTechnica

This is wonderful news. Any predictions on when we'll be reading this heading 'Tesla Model 3 Is #1 Top Selling Car In USA'?

 

[MarcusMaximus]

This is wonderful news. Any predictions on when we'll be reading this heading 'Tesla Model 3 Is #1 Top Selling Car In USA'?

Add an asterisk saying “by revenue” and it’s today(by a huge margin)

 

[Right_Said_Fred]

Wow, sentiment seems to have really changed. No downward trend after the spike at the opening. Was ready to buy under 250 but this is just fine.

 

[X Fan]

This is wonderful news. Any predictions on when we'll be reading this heading 'Tesla Model 3 Is #1 Top Selling Car In USA'?

Of course, it is today from a revenue standpoint.....

 

[heltok]

+5.7%, market finally realizing that Q3 earnings have been massively underestimated?!

 

[MarcusMaximus]

+5.7%, market finally realizing that Q3 earnings have been massively underestimated?!

Wouldn’t be so sure. Look at the chart for TSLA next to the one for AAPL and NASDAQ.

 

[defc0n]

Waiting for profit takers to come in so I can try to get a reasonable price today...

 

[Thumper]

I hope we are past the psychological problem displayed here over the last week. Even here on a board of mega-longs, I see people cheering for a lower low so they can actually pull the trigger and buy. The shorts have successfully created this mentality. If the stock is at a price that will be super profitable in X months or years we should just throw some more money at it. Waiting is what the shorts want US to do.

 

[dqd88]

I thought it was because it rhymed with “turd”...

And @Teslie is toxic - only posts when SP is in free-fall, on my ignore-list now...

I'd say about 80% of the shorts are toxic

 

[Ludalicious]

Taking into account the premarket spike. If the day ends around 265 that will be a good indicator of a double reversal candle and would make 250 supporting.

 

[tivoboy]

Just sayin. We have seen this type of move many times over the past few months. Market doesn’t usually give you too many opportunities to sell.

 

[dqd88]

Reported. Accusing Tesla of cooking the books is a strong accusation that should not be allowed to just be flung out there.

Yeah, it's almost as bad as Einhorn's "deception" line. Total BS slander

 

[scaesare]

I'd think someone would want to know the good, bad, and indifferent, to ANY investment...

Sure, it's the disingenuous or debunked that aren't helpful.