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Thats interesting.
Sample rate for Troys modeling is falling significantly and with it I predict the accuracy. Not saying right or wrong but having less data points increases the risks of less accuracy.
55m55 minutes ago
The explanation that I think is most likely is that the trackers are underestimating production. We can see that the sample rate has been falling for @TroyTeslike's spreadsheet. This is to be expected as the marginal M3 buyer is less connected with Tesla social media. /11
51m51 minutes ago
If we look at the VIN data, we will also see that the production estimated by the models might be too low. Based on the same VIN efficiency as Q3, we should be looking at around 62k produced. /12
48m48 minutes ago
In summary, the Bloomberg and Troy trackers have shown accuracy in the past, but they do not match up with qualitative factors. My estimation is 62k produced and 66k delivered for Q4. /end
ThreeFives Investments on Twitter
Sample rate for Troys modeling is falling significantly and with it I predict the accuracy. Not saying right or wrong but having less data points increases the risks of less accuracy.
55m55 minutes ago
The explanation that I think is most likely is that the trackers are underestimating production. We can see that the sample rate has been falling for @TroyTeslike's spreadsheet. This is to be expected as the marginal M3 buyer is less connected with Tesla social media. /11
51m51 minutes agoIf we look at the VIN data, we will also see that the production estimated by the models might be too low. Based on the same VIN efficiency as Q3, we should be looking at around 62k produced. /12
48m48 minutes agoIn summary, the Bloomberg and Troy trackers have shown accuracy in the past, but they do not match up with qualitative factors. My estimation is 62k produced and 66k delivered for Q4. /end
ThreeFives Investments on Twitter
Last week showed that Tesla keeps investing in charging stations worldwide: in 7 days they opened 18 new 120 kW supercharger stations with 148 stalls and 3 new 72 kW stations with 58 stalls.
Dan Detweiler
Active Member
Would be nice if GM could then pay back the 11.2 billion to us taxpayers (with interest).
Trump says GM should repay U.S. taxpayers for bailout
EVNow
Well-Known Member
What difference would that make ? The government has to give that money (and more) in the next bailout, anyway
X Fan
Active Member
Please fold down the rear seats and look at the aperture between the wheel wells. And think “bikes”.
Then look at the glass and chassis with the trunk lid open. Most cars with that size aperture parallelogram like crazy when you corner. There is a lot of beautiful work making that stiffness happen while keeping room for bikes.
If you look at it this way everything makes sense.
EVNow
Well-Known Member
Sorry for the weekend On Topic post.
Max Pain for next week is 345.
But 320 again has high OI in puts. So does 300. So, I'm guessing MMs will try to at least keep the SP above 300, if not 320. Depending on macros, they could even take it to 345.
Max Pain for next week is 345.
But 320 again has high OI in puts. So does 300. So, I'm guessing MMs will try to at least keep the SP above 300, if not 320. Depending on macros, they could even take it to 345.
pz1975
Active Member
1101011
Proud TSLA/SCTY shareholder since 2013.
And M3s yet to come! Gonna be a good new year in Norway.
EVNow
Well-Known Member
Yes it will - as people open and close more of next week's options. Ofcourse the volume is likely to be low next week, so we'll see how that affects the max pain.
Artful Dodger
"Neko no me"
Video published on YouTube Dec 8, 2017.
Original article pulished on PopSci website June 24, 2017:
So, you want to terraform Mars? Here's one way to do it.
Cheers!
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