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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. avoigt

    avoigt Active Member

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    • Informative x 33
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  2. Unpilot

    Unpilot Sell order in at $5999.99

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    Yeah but her new car smirk needs work.
     
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  3. Lessmog

    Lessmog Active Member

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    Why the disagree? Look up a calendar ...
     
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  4. Artful Dodger

    Artful Dodger "Ducimus, lit"

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    Revealed: InsideEVs Electric Car Sales Estimates And Methodology

    "One primary source of data is VIN numbers and additional delivery information reported by Tesla buyers around the web, social media, and to InsideEVs directly. We also use global sales and registration data when available. We place less importance on rumored or “leaked” reports of weekly production, as they vary wildly, are often incorrect, and are not always representative of monthly deliveries. We do consider this information when it is from a source that we trust."

    TL;dr They're 'Bloomberging' it.
     
    • Helpful x 3
  5. dandurston

    dandurston Member

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    Looks 1 of the 3 new 2170 cell lines is operation, with Panasonic saying today they've got 11 lines cranking and two more coming soon. I believe the last we heard was that it was almost ready.

    Someone should do the math on how many cars Tesla can produce with 50% MR and an additional line. Probably over 6K now.
     

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  6. UnknownSoldier

    UnknownSoldier Unknown Member

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    So the German automakers can pay their government off to oppose Tesla but it turns out they can't pay all the people of their country? Hmm. I'm sure VW et. al can solve their problems by directly paying German people to buy their cars!
     
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  7. BioSehnsucht

    BioSehnsucht Model 3 LR

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    They're so sure in their methods that a difference of 50 is worth calling it down? surely that is within their margin of error? A better headline would be "Tesla Model 3 sales ramp slowed in October, relatively flat from August" which would leave them the wiggle room later if they're over/under a bit.
     
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  8. ZsoZso

    ZsoZso Supporting Member

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    Yup, plus they apply a correction fudging on the last month of the Q once the quarterly number comes out from Tesla. That way it always "looks" correct for the entire quarter and nobody can claim that they were way off base.
     
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  9. MXWing

    MXWing Well-Known Member

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    Tesla continues its dominance.....

    Easy headline and truthful as well.
     
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  10. defc0n

    defc0n Active Member

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    I bought it today too of course :( numbers seem good to me, their valuation is sane with a PE of about 20.

    This drop will drag almost whole market down tomorrow unfortunately.
     
  11. UnknownSoldier

    UnknownSoldier Unknown Member

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    Apple is the only tech stock which didn't get murdered the past 2 months. They are going to fall on profit taking after this report.
     
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  12. anthonyj

    anthonyj Stonks

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    Tesla down $3.18
     
  13. ZeApelido

    ZeApelido Active Member

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    How dare you insult Trump like that.
     
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  14. geneclean55

    geneclean55 Active Member

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    More bad news for bars tomorrow?
    In the conference call, JB, mentioned that one of the 3 lines had come online.
     
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  15. Artful Dodger

    Artful Dodger "Ducimus, lit"

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    SHORTSVILE TIMES: Tesla Sales Down in October

    September Sales: Every damn car they could make
    October Sales: (My kid's College tuition is due; Click that Bait)
     
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  16. cheshire cat

    cheshire cat Member

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    Is this what's called " activist investors " ? Not sure of my terminology but I know what I mean, sh1t stirring know-all's who ALWAYS know more about running a company , no matter whatever the product, than the people in it. On a level with if not WORSE than the shorters. ONLY the money matters.:mad:
     
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  17. Fact Checking

    Fact Checking Well-Known Member

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    The 3 new lines are 5 GWh/year each - the existing lines are 2 GWh/year.

    So the new line adds +25% of cell output. If Tesla makes 5k/week with the MR then the new number is ~6.2k/week - and ~6k/week of the new line is not fully up to speed yet (which looks probable).
     
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  18. hacer

    hacer Active Member

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    So who's employees are operating this equipment? Tesla or Panasonic? If Tesla, what do the Panasonic employees at the gigafactory do? It seems really weird to lease the equipment from Panasonic yet have Panasonic employees operate the equipment that Panasonic owns yet leases to Tesla. Also I thought that Panasonic rented manufacturing space inside the gigafactory from Tesla. If so, does Panasonic pay rent on the space to place and operate equipment that Tesla leases from them? The mind boggles.
     
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  19. EVMeister

    EVMeister Lover of Tesla

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    I don't understand it either. But I like it! :D
     
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  20. BenPrice

    BenPrice Supporting Member

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    #56860 BenPrice, Nov 1, 2018
    Last edited: Nov 1, 2018
    Only posting this stuff after hours since it is off hours, but I’d like if mods allow no more than one post per day by me like this:

    So to summarize, you all helped me learn then execute an investment strategy that let me buy a $50,000 car - of course a model 3.

    Like literally YOU ALL did this.

    I have 2 kids and this is a lot of money for me. I’m waiting on vin.

    Then I proposed an EV charging solution for my workplace and now I am executing it. I’m the program manager and it’s going in as fast as I can write POs.

    I’ve had soooo many peers at work ask to test drive it’s insane. We make nuclear medicine, more of it than anybody else. Curiumpharma.com. Lots of engineers, chemists, etc.

    “So you just plug in then wake up every day with a full car? You don’t have to get gas? And now work is buying charges?”

    Like seriously...

    The last time somebody was buying a car at your work...did anybody give a F—-?

    I just walk down the hall...”Ben you’re getting a Tesla? Can I try it?”

    And I just told my close friends at work: didn’t make a big deal out of it.

    I think we all are underestimating how big this will go.

    I may only help a tiny bit but I’m going to help.

    Just wish I could toss em into a Performance but I can’t financially :(
     
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