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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. MarcusMaximus

    MarcusMaximus Active Member

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    Kinda weird how closely this seems to mirror their issues with auto-dealers.
     
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  2. Mobius484

    Mobius484 Supporting Member

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    Big rise here, bucking all the macros... good day relative....
     
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  3. Carl Raymond

    Carl Raymond Active Member

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    Yes. Though if Tesla published its user to charger ratio, and promised to keep it below a given number, expansion to other parties would work to advantage Tesla drivers, providing more supercharger locations.
     
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  4. Chickenlittle

    Chickenlittle Banned

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    • Love x 10
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  5. avoigt

    avoigt Active Member

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    #59785 avoigt, Nov 14, 2018
    Last edited: Nov 14, 2018
    If you read the German reports in the media they sound very different to what Fred wrote.

    German local media said that the main message is that the two plants will stop production ICEs and people will offered compensation to leave. So this is like a lay off announcement.

    The announcement to produce for instance the Aero EV in Emden is named to be in 2022 or later and called not a certainty as they do not know if their cars will be a success.

    So it sounds to me like VW did announce today to stop production and relocate due to low demand but wants to make the media believe they start EV production. Although I hope they will, VW still needs to release a vehicle that is competitive and drives enough demand to justify the CapEx to build a new production line. So far I have not seen a single good EV from VW.

    Also its often confused that you can reuse equipment from ICE production which is false narrative. What they likely can use is the building and maybe the paint shop beside some other smaller elements and the press but the entire change is like building a new plant. Some of the workers you will be able to train and use for EV production but many won't be required.

    The articles talk a lot about "could" and "would" but no clear decision

    VW also announced to start production for new Diesel Vans in Hannover for instance. So that does not sound like they shift gear and go full electric at all.

    What VW announces and what they do is like two separate items....

    Freds report about VW sounds to me like they printed the press release from VW but did not read any other source and validate which is what I expect from anybody who does decent reporting. Also it looks like they do not have a native German speaker reading the press or did translate themselves.

    That should be a base for reporting. He is often very fast with pushing information out but I find it disappointing that they just repeat what VW said without critical assessment. Sometimes it is better to be slower but more accurate and balanced.

    VW-Belegschaft bekommt zusätzliche Beschäftigungssicherung

    Passat künftig aus Tschechien?: VW-Mittelklasse vor Produktionsaus in Emden - WELT
     
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  6. MarcusMaximus

    MarcusMaximus Active Member

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    Sudden jump in the SP, any news or just a random blip?

    EDIT: Wait, I see the same thing in Dow and NASDAQ...
     
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  7. JBRR

    JBRR Member

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    Screenshot - 55bf6f987a4eb9f08258cecd0c2c01e7 - Gyazo

    RIEF-T Rowe Price Associates Inc Raises Share Stake In Tesla Inc
    Nov 14 (Reuters) - T. Rowe Price Group Inc <TROW.O>:
    * T ROWE PRICE ASSOCIATES INC RAISES SHARE STAKE IN TESLA
    INC BY
    45.7 PERCENT TO 17.38 MILLION SHARES - SEC FILING
    * T ROWE PRICE ASSOCIATES INC - CHANGE IN HOLDINGS ARE AS OF
    SEPTEMBER 30, 2018 AND COMPARED WITH THE PREVIOUS QUARTER ENDED
    AS OF JUNE 30, 2018

    Source for the quarter ended September 30, 2018: (EDGAR Filing Documents for 0000080255-18-002962)

    Source for the quarter ended June 30, 2018: (EDGAR Filing Documents for 0000080255-18-002799)

    (([email protected])
     
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  8. printf42

    printf42 Active Member

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    Is it what’s happening or there is someone really wants TSLA to defy gravity?
     
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  9. Mich

    Mich Member

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    No idea, but not Tesla related, macro jumped as well.
     
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  10. EVNow

    EVNow Well-Known Member

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    Brexit deal secured cabinet approval according to Telegraph.
     
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  11. avoigt

    avoigt Active Member

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    Some impression about the 3 in the Munich city store:

    (Morning)
    Alex on Twitter (Noon)
     
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  12. SpaceCash

    SpaceCash Intergalactic Planetary, Planetary Intergalactic

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    This is huge guys

    ...or is it old news
     
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  13. Pezpunk

    Pezpunk Active Member

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    i love seeing the insane amount of interest and demand Tesla evokes. Can you imagine any other carmaker generating a line around the block just because a dealership got a new mass-market car in its showroom?
     
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  14. Nocturnal

    Nocturnal Supporting Member

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    Disruption.

    Although I'm sure they will pay a distillery to make the product for them, potentially with a new recipe.
     
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  15. elasalle

    elasalle driVIN(188xx) it !!

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    If TSLA shot up to $4000, how much TSLA shares would ARK have based on their 10% rule ? ;)
     
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  16. UncaNed

    UncaNed Supporting Member

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    No cost except for pissed off Tesla owners the first time they have to wait to charge because some other brand of EV took the last charging space, or slowing the charge rate on an adjacent charger. And it wouldn't be fair to offer the non-Tesla EVs a charging opportunity in the first place if they were only prioritized below Tesla's charging... Unless Tesla expands their charger network so much that there's enough to go around for everybody, including other automaker's EV's... which might be a really good marketing plan. Or maybe if Tesla owners think the other brands are actually paying enough to cover the costs of expanding the network.
     
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  17. cheshire cat

    cheshire cat Member

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    Hooo-da thunk it ?
     
  18. Lycanthrope

    Lycanthrope S3XY old dude

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    #59798 Lycanthrope, Nov 14, 2018
    Last edited: Nov 14, 2018
    I'm pretty sure we knew about this some weeks ago already, but I don't think it was widely reported as it was pre-earnings, in the days when only bad news and FUD made the headlines...
     
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  19. AlexS

    AlexS Member

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    Yep, Brexit secured
     
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  20. Ellec

    Ellec Member

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    Reuter's date is today so seems new. Seems like big players are buying up, I believe other big players will be buying as well and we will see a big move up soon.
     
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