Waiting4M3
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Except the ~10k lucky people who will get their M3 by then.
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Au contraire, mon cher ami.
The higher volatility of the stock has exactly that effect on options.
You forgot to mentioned paid for by short position. Today downgrade stating 1400/wk M3 production was nothing short of hilarious. When it comes to trying to cover someone’s position, people will twist anything to favor them. Kinda like the “new” China recall of the MS power steering bolts that were recalled last week.
Keep buying and hold long and you will be in great shape!
Who was the Nobel Prize winner I was writing a response to Hornig's letter?
Oof...now that's tough! Let's see if I can narrow it down.
1. It wasn't me: I wasn't involved in the LBJ administration (there's another reason, too......)
2. Perhaps it wasn't a "Science" Nobel Prize? Kissinger, for example? I can't think of any reason you were chatting with Rob't Frost....
3. Maybe someone only very peripherally involved with D.C. - like Leo Szilard?
I think that's an unfair question!
MOD: And also way off topic!
Covering a short would usually cause the SP to go up. Do you mean increasing the short position?
Bad use of terms on my part.
I was simply referring to the interest rate paid to lenders of shares.
Elon's 3-word twitter response 85 minutes before today's market close may have been overlooked by traders and algobots, but its subtle meaning could be of monumental significance. It appears to be his clever way of teasing about what he knows, but would rather not say explicitly during the supposed quiet period before the earnings report and conference call.
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anticitizen13.7
Not posting at TMC after 9/17/2018
With approximately 3 weeks to go before the Q1 ‘18 earnings report and investor call, Tesla has the opportunity to keep ramping Model 3 production before they say anything during the call.
The slope of the ramp will be crucial.
The slope of the ramp will be crucial.
From 17 July 2017:
Elon's 3-word twitter response 85 minutes before today's market close may have been overlooked by traders and algobots, but its subtle meaning could be of monumental significance. It appears to be his clever way of teasing about what he knows, but would rather not say explicitly during the supposed quiet period before the earnings report.
Certainly they can... the time value of the option depends on the volatility, and TSLA has certainly been more volatile recently than it was a few weeks ago.
anticitizen13.7
Not posting at TMC after 9/17/2018
I also want to point out that Elon’s tweet may have little significance in terms of the actual earnings $ for Q1 ‘18.
With approximately 21.8k Model S/X delivered and 8.2k Model 3 delivered, I estimate 2500M in Model S/X revenue (sales and lease), 450M in Model 3 revenue (approx. 55k/car sold), 300M in Energy product, and 300M in services/other, for a total of 3.55 Billion in revenue for the quarter. This is somewhere more than Q4 ‘17.
Energy is a bit of a wild card, because I don’t have a good sense of sales in Solar Roof, PowerWall, and most importantly, PowerPack have progressed.
I don’t expect a blowout quarter based on the known sales/delivery numbers.
However, I think there’s a chance that Q2 ‘18 could be a breakout report, if the ramp keeps moving. Tesla exited Q1 ‘18 at 2k Model 3/week. If they can exit Q2 at 4k/week, at an average for the Q at 3k, they can produce 36k for the quarter and add nearly 2B in automotive sales. This is an over simplification, but generally speaking, the “steak” in Model 3 is in big delivery numbers.
With approximately 21.8k Model S/X delivered and 8.2k Model 3 delivered, I estimate 2500M in Model S/X revenue (sales and lease), 450M in Model 3 revenue (approx. 55k/car sold), 300M in Energy product, and 300M in services/other, for a total of 3.55 Billion in revenue for the quarter. This is somewhere more than Q4 ‘17.
Energy is a bit of a wild card, because I don’t have a good sense of sales in Solar Roof, PowerWall, and most importantly, PowerPack have progressed.
I don’t expect a blowout quarter based on the known sales/delivery numbers.
However, I think there’s a chance that Q2 ‘18 could be a breakout report, if the ramp keeps moving. Tesla exited Q1 ‘18 at 2k Model 3/week. If they can exit Q2 at 4k/week, at an average for the Q at 3k, they can produce 36k for the quarter and add nearly 2B in automotive sales. This is an over simplification, but generally speaking, the “steak” in Model 3 is in big delivery numbers.
No. Production 1 month ago was 700/week and it looked like the 5k/week goal for July was in jeopardy. We’re now over 2k/week and the July goal was reaffirmed.
2000 > 700.
sundaymorning
Active Member
I’m hoping the stock stays st this level for another 4 weeks until my big paycheck arrives. This likely will be the last buying opportunity before the train leaves.
If nothing else, Musk’s tweet evidences his positive mood. I don’t think he’d be going out of his way to reply to a tweet that way if he still felt he was in a deep circle of hell. Same with the April Fool tweets. His mojo is back after a humbling winter.
sundaymorning
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sundaymorning
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shrspeedblade
Rideshare Monkey
I know, I got mine!
Sadly won't be doing my small part to bump up the stock price (yet!)
sundaymorning
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