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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. TheTalkingMule

    TheTalkingMule Distributed Energy Enthusiast

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    Not a peep on CNBCs mobile front page, barely a comment from Bloomberg. LOL
     
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  2. Ulmo

    Ulmo Active Member

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    I think it could even be both. But I side with DaveT's explaination a bit more, since part of the short thesis has been that TSLA is going to fail, and the Model 3 shows that it will not.
     
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  3. tivoboy

    tivoboy Active Member

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    And here we are at the old battlefield my friend.. 292.5$.
     
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  4. oneday

    oneday Active Member

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    Remember S&X cells are 18650 and still come from Japan. I don’t think the 18650’s have the same constraints that are happening in Nevada at GF1
     
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  5. mrdoubleb

    mrdoubleb Supporting Member

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    Yeah, I guess I would feel the same if I wasn't living here. o_O:p
     
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  6. Todd Burch

    Todd Burch Voltage makes me tingle.

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    You sleep long time.
     
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  7. ZachShahan

    ZachShahan Active Member

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    A VW guy I talked to last week was similarly confused by BMW's (& Daimler's) approach of "electrifying" gasmobiles with small batteries (the weakest PHEVs on the planet). I thought that was interesting and funny. Agree that BMW seems to have taken a wrong turn, perhaps causing or caused by its electrification team leaving for China.
     
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  8. Artful Dodger

    Artful Dodger "Ducimus, lit"

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    #51648 Artful Dodger, Oct 23, 2018
    Last edited: Oct 23, 2018
    dunno. but i think some shortz are sampling DEPENDS today.
     
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  9. oneday

    oneday Active Member

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    Andrew Left coming up next on Bloomberg tv
     
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  10. ZachShahan

    ZachShahan Active Member

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    Are you speaking for yourself or a large group of forum members. ;) :D
     
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  11. Fact Checking

    Fact Checking Well-Known Member

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    [​IMG]
     
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  12. omarsultan

    omarsultan Active Member

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    One advantage of simplifying S + X assembly is it could free workers to go work on the Model 3 lines.
     
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  13. ZachShahan

    ZachShahan Active Member

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    Haha, thanks for the smile and kindness, but it is clearly the argument of the enormous Tesla following that understands the company so well — perhaps no more potent than on this little forum thread. :)

    Congrats on exploring, educating, advising, arguing, and turning Left. ;)
     
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  14. tivoboy

    tivoboy Active Member

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    VWUSA are simply having supply issues with the e-golf due to international sales going up significantly. But, VWAG has said they will build an E factory in NA in 2019 (not that it helps 2019 sales or 2020 much for that matter). but, the fact that so many cars in the VWAG are going to be using the same MEB platform for drivetrain, battery, motors, control systems tooling up a factory isn't anywhere near as difficult as for a new platform entirely. I think they plan to move all their NA E-golf and A3 e-tron production to NA soon.

    By compelling, I mean many multiples of prior years sales. I could see VWAG getting north of 40K units sold in 2019. Remember, ANY manufacturer is going to have a significant cost advantage compared to Tesla come H119, and certainly H219. for an A3 etron and e-golf and an imported ID platform vehicle VWAG could be well positioned to significantly increase NA sales - and that's what I find compelling.

    But, to further the overall point ISN'T THIS WHAT ELON WANTS!!??. Isn't their MISSION to "accelerate the worlds transition to sustainable energy and transport" Certainly he couldn't mean JUST for Tesla. It's simply not possible. But, proving the viability, affordability, scaleability, adoptability, isn't that the true goal?

    Getting more companies onboard and moving in that direction, filling in the remainder of vehicle sales should prove that you lit a fire, you nurtured the growth and caught a whole forest aflame (okay, probably bad analogy here in Norcal - sorry folks)
     
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  15. mrdoubleb

    mrdoubleb Supporting Member

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    Says the guy working for said "electric vehicle promotional website". :p

    I don't know if it CNBC's ignorance or arrogance, but they did not even credit you. I can't help but feel a bit of smug arrogance by the way they classified Cleantechnica as a "promotional site". Not that you guys don't promote EVs, but this tries to ever so slightly discredit you as fan site.
     
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  16. mongo

    mongo Well-Known Member

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    The circuit breaker for a rising/falling stock in the grouping of TSLA in the 9:45-3:35 time period is a 5% rise for more than 15 seconds relative to the 5 minute average. Outside that time range, but still normal market period, is 10%. Min halt of 5 minutes, max of 10 minutes.
    Circuit Breaker

    The up-tick rule is a 10% drop at any point during normal market hours relative to the previous day's closing price.
     
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  17. gora321

    gora321 Member

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    And the liftoff of BFR with a mission to Mars and beyond. Trajectory looks nominal.
    Have we reached Qmax?

    Not yet..it is a first second of the flight!
    :D
     
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  18. ThereAre4Cars

    ThereAre4Cars Member

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    I've got to catch up on this thread but I am in tears! Citron's report forecasts a 599 PT (although his math is nonsense) which matches the 620 I came up with to justify my 400 CALLS which are up 60%! BOOM! Citron! Tears!

    Shorts! A bomb in your upturned faces!
     
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  19. Boomer19

    Boomer19 Active Member

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    i don’t think anyone’s making him a hero. or at least they shouldn’t. and trust me, you know how i feel about these types. but i do agree with @DaveT its an important pivot in the face of the haters.

    the thing is, with the detail he went into in his letter, he can’t just turn around once it hits 350 and say “time to short”. i mean he can do anything he wants, really.

    but since he went into such detail about price target and eps and media slander campaign etc etc
    he’d lose any credibility if he did that.

    if he wasn’t just looking to swing he’d have said this isn’t a short for us at citron right now. but he didn’t say that.

    that’s why this is important. he eviscerated the shorting theories, and he was one of them.

    the street is a dirty business, but it’s the people that make it dirty. but isn’t that always the case?
     
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  20. FS_FRA

    FS_FRA Member

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    C'mon SPARTA!!!!
     
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