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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. cardood

    cardood Member

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    For the month of October, self reported configurations have totaled 18 in the Teslike spreadsheet. 2 out of those 18 are prior reservation holders, or 11% of the data set. Based on this, it seems to me like the backlog for North America LR RWD, AWD, and Performance prior reservation holders has been mostly depleted.

    For reference:

    September: 101 of which 36% were prior
    August: 358 @ 42%
    July: 477 @ 58%
    June: 1684 @ 81%
    May: 154 @100%

    Anyone have any other explanations for this apparent trend?
     
    • Informative x 3
  2. MarcusMaximus

    MarcusMaximus Active Member

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    Sampling error? 18 isn’t a whole lot to build a trend on...
     
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  3. JRP3

    JRP3 Hyperactive Member

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    SUV's aren't usually considered sexy, though I expect it to look good I doubt it will be better than the 3. The X isn't sexier than the S, IMO.

    Elon says lots of things...
     
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  4. brian45011

    brian45011 Active Member

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    Resales of vehicles returned on Tesla direct or 3rd party residual value guaranteed leases are accounted for in Services & Other which might contribute to that category's negative gross margin (-43%!)
     
    • Informative x 1
  5. CaliBear1

    CaliBear1 Member

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    Can we have the option to put “love” AND “informative?”

     
    • Like x 5
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  6. wipster

    wipster Gold Member

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    Oh, I agree about the X... was kinda surprised by it's somewhat homely looks actually. But I think the Y will be beautiful. We'll know in a few months.

    And I concur, Elon says a lot of things, but this comment stood out and I don't recall anyone disagreeing. We shall see, but I can guarantee the lessons learned will speed up the process on the Y. It will be intense!
     
  7. BioSehnsucht

    BioSehnsucht Model 3 LR

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    You forgot to #dearMoon
     
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  8. X Fan

    X Fan Supporting Member

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    Hey, hey....my two X's are beautiful ;).......I don't doubt the Y will be as well....
     
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  9. wipster

    wipster Gold Member

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    No harm intended... I've also found that Dos Equis look even better as the night passes...
     
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  10. Boomer19

    Boomer19 Active Member

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    F yeah!
    all we need is another million of those to shut these paid clowns up.

    my car is the most fun, and best thing i’ve ever purchased. period. but they don’t wanna hear it.
     
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  11. MP3Mike

    MP3Mike Well-Known Member

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    • Funny x 12
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  12. Unpilot

    Unpilot Sell order in at $5999.99

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    Here let's tweet this at him


    Scott Wainner on Twitter
     
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  13. Artful Dodger

    Artful Dodger "Ducimus, lit"

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    No, 860K m^2 is a square area approximately 1,000 yards on a side.
     
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  14. brian45011

    brian45011 Active Member

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    • Informative x 1
  15. traxila

    traxila Supporting Member

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    Electrification of the global fleet is a mission that cannot afford politics. It is a true win for all people of the earth, present and future.

    It is easy for the people of the world to tell US citizens that they who live in glass houses should not throw stones. I do not like the human rights track record of any country to be perfectly honest. Are some worse than others? Yes, but, of course, this would be a matter of debate unfortunately.

    The electrification of the global fleet can wait for no one person. As long as our interests in electric cars are aligned, we must proceed.

    Except for allowing the wrong people to take control of TSLA. This must never happen. This is up to Elon. We must trust him.
     
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  16. Unpilot

    Unpilot Sell order in at $5999.99

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    #47896 Unpilot, Oct 12, 2018
    Last edited: Oct 12, 2018
    The more I read about the danger of our present course the more angry I get.
    To assume we can continue as we are is folly of the most dangerous and obscene kind.

    Education is the only answer and to that end I am a relentless advocate for Tesla.
    The other option is to leave to my son and daughter and their children a horrible and painful life.

    Why the IPCC’s report on global warming matters

    We cannot fail.
     
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  17. azaz

    azaz Active Member

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    any expected timeline on when this judge is gonna make her ruling? seems ridiculous that she can step in and void a settlement between two parties.
     
  18. SpaceCash

    SpaceCash Intergalactic Planetary, Planetary Intergalactic

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    Nah it may be very helpful. She's just doing her job in the name of JUSTICE.

    Seriously, fairly optimistic on this and so is our boy Croncron Musket
     
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  19. KarenRei

    KarenRei ᴉǝɹuǝɹɐʞ

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    It looks like aerodynamics. Tesla's vehicle shapes are dictated first and foremost by aerodynamics. Which is why Model X - despite being much larger and with a less efficient motor than the I-Pace - still manages to use less energy than it.

    Model Y's shape will also be dictated by aerodynamics. Just like 3 is shaped basically like S, Y will be shaped basically like X.
     
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  20. dqd88

    dqd88 Member

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    Per link below, it seems Tesla Energy removed a bunch of job postings. Completely hypothesizing here but I wonder if they ramped up job postings for energy in anticipation of big Saudi projects, but then with the recent drama put the brakes on the deal, hence removed job postings... the timing seems peculiar... but just pure speculation (no actual evidence of big Saudi deal).

    From a bear on twitter (click at your own risk)

    "Today $tsla removed 68% of open positions from its job board. From 2,461 to 796 available jobs. It appears that only 23 open Energy Services Jobs remain. All mention of it as business unit have been removed and headers changed. $tsla is officially in shrink mode.

    7:23 AM - 12 Oct 2018 "

    Nikola’s Stache on Twitter
     
    • Informative x 6
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