Krugerrand
Meow
Don’t care about any of that. I asked two specific questions for my own information, not because I care what financial press or fund managers do.
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Don’t care about any of that. I asked two specific questions for my own information, not because I care what financial press or fund managers do.
bdy0627
Active Member
He's an optimist just like Elon. You gotta apply a similar filter...But TrendTrader said we'd close the week at $400WHAT HAPPENED??!?
Optimist? Yes. Similar? I don't think so.
shrspeedblade
Rideshare Monkey
Hey I just took delivery so maybe he was only a week off!
FYI- lots of Model 3 deliveries in AZ this week- we were picking up our CPO Model S today and the lot was full of Model 3s I think they will be surprising a lot of folks on the deliveries. I didn't look at them too closely, but the one I walked up to was a Vin in the 35K range
RobStark
Well-Known Member
Hey I just took delivery so maybe he was only a week off!
You lucky bastard! Enjoy your ride! I am envious!
dc_h
Active Member
Interesting, if they only bought any significant amount of bonds back on the open market now, while the bonds are discounted would be a double discount, not only less than 360 conversion, but also a discount to the original bond price. Cash will look bad after Q2 earnings, but by end of July when the 20,000 held back Q2 cars are delivered cash should be greatly improved. If practical it could be a major burn.
So this is just pure speculation, but I think it’s a possibility that they don’t give the official announcement until August. It appears that the laws allowing full ownership don’t go into effect until Jul 30. It would make sense if they didn’t want to announce it until all the laws allowing it are actually in effect.
I’m adding this post (below) from the China thread where this was brought up. Again, *just pure speculation*.
SebastianR
Active Member
Alright, what is the thinking for this week? Bloomberg tracker seems to support Tesla's words, 4th of July is over, more car makers are having problems with getting their cars certified / clean to pass regulation.
Might we see some green this week?
Might we see some green this week?
Is somebody able to confirm, if the following statements are true? To be honest, i've lost track a bit with all the trade war stuff, tariff changes and new proposed and implemented rules over the last few months.
1. There is no tariff on parts and material imported into the Shanghai Free-Trade-Zone (FTZ)
2. Cars built in the Shanghai Free-Trade-Zone and sold in China are subject to normal tariffs (as of today 40%)
3. A foreign NEV manufacturer (like Tesla) is allowed to set up a wholly-owned venture starting this year or in 2019 in mainland china and the FTZ.
4. A foreign ICE manufacturer (like most others) is allowed to set up a wholly-owned venture starting in 2022 in mainland china and the FTZ.
5. Tesla has set up a new company in the FTZ.
And do we know, if Teslas soon to be announced chinese factory is supposed to be in the Free-Trade-Zone or may they choose to build it in mainland china?
1. There is no tariff on parts and material imported into the Shanghai Free-Trade-Zone (FTZ)
2. Cars built in the Shanghai Free-Trade-Zone and sold in China are subject to normal tariffs (as of today 40%)
3. A foreign NEV manufacturer (like Tesla) is allowed to set up a wholly-owned venture starting this year or in 2019 in mainland china and the FTZ.
4. A foreign ICE manufacturer (like most others) is allowed to set up a wholly-owned venture starting in 2022 in mainland china and the FTZ.
5. Tesla has set up a new company in the FTZ.
And do we know, if Teslas soon to be announced chinese factory is supposed to be in the Free-Trade-Zone or may they choose to build it in mainland china?
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mekberg
Member
Seems like Q3 profitability is obvious: 5k per week was the previous threshold @ ASP of ~$58k for LR model. Q3 is going to have much higher ASP with AWD and P models being prioritized. Anyone have a rough estimate here?
Krugerrand
Meow
I wouldn’t persume anything about you, but you responded to my post and implied my questions were irrelevant due to what Wall Street et al think.
So I’d still like those questions answered; where exactly is Bloomberg getting those weekly M3 run numbers and how accurate were they for the final week of Q2 production?
That tells me (and you and Wall Street et al) if the source of the numbers is to be trusted or not moving forward for Q3 when trying to figure out if Tesla is going to be in the red or black - I’d think that is going to matter to everyone with money on the table, perhaps not.
RobStark
Well-Known Member
I thought those questions were rhetorical since this is not your first day here.
It is VINs reported to Bloomberg plus a bot search for VINs posted on the net. Run through an algorithm.
It is not perfect. Particularly for one week.
But it has been rather accurate for an entire quarter.
And it seems it is the best public number we have up and until Tesla releases monthly sales reports.
And it seems to move the short term SP. So it seems relevant to this thread.
Todd Burch
14-Year Member
So Musk will be in Shanghai tomorrow. Likely public announcement about Giga #3. Coincidentally that aligns timing wise with the "short position" tweet. If entirely funded by Tencent or other entity, that's a big deal and should move TSLA solidly upward.
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