TMC is an independent, primarily volunteer organization that relies on ad revenue to cover its operating costs. Please consider whitelisting TMC on your ad blocker and becoming a Supporting Member. For more info: Support TMC
  1. TMC is currently READ ONLY.
    Click here for more info.

TSLA Market Action: 2018 Investor Roundtable

Discussion in 'TSLA Investor Discussions' started by AudubonB, Dec 30, 2017.

Tags:
Thread Status:
Not open for further replies.
  1. dandurston

    dandurston Member

    Joined:
    Jul 16, 2015
    Messages:
    406
    Location:
    Victoria, BC, Canada
    #56801 dandurston, Nov 1, 2018
    Last edited: Nov 1, 2018
    Can we keep the personal jabs about short sellers (or anyone) out of this thread?

    I think Anton's articles are wrong and terribly misleading, but that doesn't justify Trump-ian mocking of his face. Take the high road.
     
    • Like x 15
    • Funny x 5
    • Disagree x 3
    • Helpful x 2
  2. RobStark

    RobStark Well-Known Member

    Joined:
    Jul 2, 2013
    Messages:
    10,178
    Location:
    City of Champions, USA
    OEMs report inventory. Ideally 60 days. Sometimes more and sometimes less.

    When OEMs report sales they are reporting sales to end consumer. Be that retail or fleet. Also includes cars registered and plated for cars used in dealer loaner fleets, usually this number is not material.
     
  3. Lycanthrope

    Lycanthrope S3XY old dude

    Joined:
    Nov 15, 2013
    Messages:
    8,633
    Location:
    At home
    • Informative x 2
    • Like x 1
  4. oneday

    oneday Active Member

    Joined:
    Nov 29, 2014
    Messages:
    1,074
    Location:
    Bay Area
    Apple with a big beat. Hopefully we can ride that wave tomorrow!
     
  5. Lycanthrope

    Lycanthrope S3XY old dude

    Joined:
    Nov 15, 2013
    Messages:
    8,633
    Location:
    At home
    Compare with July's numbers to get a realistic comparison.
     
    • Helpful x 2
  6. Lycanthrope

    Lycanthrope S3XY old dude

    Joined:
    Nov 15, 2013
    Messages:
    8,633
    Location:
    At home
    Yeah, they're only down 4% in AH :rolleyes:
     
    • Informative x 1
    • Like x 1
    • Funny x 1
  7. Johan

    Johan Ex got M3 in the divorce, waiting for EU Model Y!

    Joined:
    Feb 9, 2012
    Messages:
    7,426
    Location:
    Drammen, Norway
    Now we know how many "a few days" are in Elon time...
     
  8. EVNow

    EVNow Well-Known Member

    Joined:
    Sep 5, 2009
    Messages:
    9,240
    Location:
    Seattle, WA
    So, the current expectation is that companies beat the expectations by a bigger margin ?
     
    • Funny x 2
  9. Lycanthrope

    Lycanthrope S3XY old dude

    Joined:
    Nov 15, 2013
    Messages:
    8,633
    Location:
    At home
    Indeed, it's not his fault he was born that way.

    What about the dickie-bow though...?
     
    • Funny x 3
  10. X Fan

    X Fan Supporting Member

    Joined:
    Sep 29, 2015
    Messages:
    2,371
    Location:
    Naples, FL & Cary, NC
    I’ll leave you with this: SEIU, Teachers, Teamsters are still very influential in Democratic politics (and of course NYT, waPo, LaT are info conduits).

    Of course, as I noted, Repubs have Koch, oil/gas, auto dealers with WSJ as an info conduit. Business Insider speaks for euro non-Tesla interests.

    Tesla is disrupting the status quo which imperils the power basis of both sides of the aisle. We will continue to see attacks for the foreseeable future.

    Btw: Union white males leaving Dem party has other reasons behind it.

    In any event, looks like FUD attacks are getting weaker with SP staying strong.

    Looking forward to breaking 350’s/360’s by next week.
     
    • Like x 2
  11. Heimdallr

    Heimdallr Member

    Joined:
    Aug 3, 2018
    Messages:
    166
    Location:
    Zurich
    Hope TSLA will not mirror AAPL tomorrow, as lower than expected guidance is dragging the stock down...
     
    • Informative x 1
    • Like x 1
  12. Lycanthrope

    Lycanthrope S3XY old dude

    Joined:
    Nov 15, 2013
    Messages:
    8,633
    Location:
    At home
    It's a bit like $TSLA daily SP movements. No idea!
     
    • Funny x 2
  13. BenPrice

    BenPrice Supporting Member

    Joined:
    Jun 17, 2018
    Messages:
    434
    Location:
    St. Louis
    I think it is tremendously good.

    Q3 month 1 Tesla had inventory delivered which was held Q2 to protect Q3 and Q4 for the $7,500 rebate.

    Now ~17000 deliveries without any padding after a quarter result of lowest in hand inventory since model 3 began.
     
    • Helpful x 5
    • Like x 5
  14. EVNow

    EVNow Well-Known Member

    Joined:
    Sep 5, 2009
    Messages:
    9,240
    Location:
    Seattle, WA
    And same # of iPhones sold as last year. Revenue is higher because X costs more.
     
    • Informative x 1
    • Like x 1
  15. Lycanthrope

    Lycanthrope S3XY old dude

    Joined:
    Nov 15, 2013
    Messages:
    8,633
    Location:
    At home
    So, enough of the high-jinx, what about today's price action?

    I'm quite happy with it - hey, we closed above 340 FFS, seems like ages. I guess @SpaceCash gets to play his joker card there and doesn't need to ingest any headwear...
     
    • Like x 1
    • Funny x 1
    • Love x 1
  16. RobStark

    RobStark Well-Known Member

    Joined:
    Jul 2, 2013
    Messages:
    10,178
    Location:
    City of Champions, USA
    • Like x 5
    • Helpful x 1
  17. Lycanthrope

    Lycanthrope S3XY old dude

    Joined:
    Nov 15, 2013
    Messages:
    8,633
    Location:
    At home
    Bear in mind that the XR is only hitting the streets now, I think that's going to be huge.

    In any case, selling the same amount of goods for a higher price and margin, seems pretty bullish to me...

    Apple still missing something new though, something INNOVATIVE
     
  18. EVNow

    EVNow Well-Known Member

    Joined:
    Sep 5, 2009
    Messages:
    9,240
    Location:
    Seattle, WA
    I follow this stuff very closely. Your information is dated - like dated by decades. Just look at the TPP fiasco. Yes, teachers are still influential - but industrial workers have lost almost all influence compared to employers.
     
    • Like x 2
  19. RobStark

    RobStark Well-Known Member

    Joined:
    Jul 2, 2013
    Messages:
    10,178
    Location:
    City of Champions, USA
    Hmm. Conclusion? Eva Green is still HOT!
     
    • Love x 4
    • Funny x 3
    • Like x 2
  20. EVNow

    EVNow Well-Known Member

    Joined:
    Sep 5, 2009
    Messages:
    9,240
    Location:
    Seattle, WA
    I guess that kind of growth is not very sustainable, though.

    BTW, tells us why Apple wanted to make an EV - and their failure (till date) says something about Tesla. Though I've to say, any kind of Apple EV announcement will probably drag TSLA down.
     
    • Like x 1
Thread Status:
Not open for further replies.

Share This Page

  • About Us

    Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.
  • Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


    SUPPORT TMC