I did not see this, as I am at work now, but earlier this morning David Garner three major shade on the MS repot, giving TSLA a very slim chance of succeeding at privatization. He and Cramer warned viewers not to take the MS report as progress. Like they would know!!!!
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
jelloslug
Active Member
Remember when we were at $290 a few short weeks ago?
The Blue Owl
Endangerous Herbivore
Driver Dave
Member
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
FUD machine cranking up this morning: according to Businesses Insider who apparently for some undisclosed reason have access to Tesla's internal documents only 14% of Model 3s produced in June didn't need any rework. (No I'm not going to grant them a link)
did she give a 20-40 year time horizon, or just next 3-5 years? ((and up it to "a whole lot more than a measly $4,000", like BRK range and up?
The Red Hot Chili Peppers song keeps playing in my head whenever I stop to check the ticker. Keep a lined paper bag handy.
Got it, "truth isn't truth."
I did not see her on CNBC this morning but I heard her on Bloomberg TV soon after the 'take private' tweet and she said $4,000 in 5 years.
The Blue Owl
Endangerous Herbivore
I seem to recall her saying 5 years a while ago, but I may be mistaken. I don't know if she said it again today (I was paying only partial attention).
Huh, so 86% of cars produced get a Dual Motor badge applied at the Delivery Center?
(Or UMC/ phone cable added)
Oh yeay, Linette Lopez, the paradigm of accuracy and fairness in Tesla reporting. (/snark)
Even if you take it at face value, what exactly is the logic in comparing rework rates on a plant in scaleup to a plant in steadystate? From a profitability standpoint, Tesla currently having a high rework rate (and a high scrap rate) would be great, because it'd mean that there's that much potential ahead for reduction in costs and improvement in margins. If they already had a low rework and scrap rate, the potential for improving margins would be much more limited.
Here's a clip from Tasha Keeney, the Ark analyst who covers Tesla. She says ARK believes TSLA is worth $2000 today, and goes on to say autonomous driving will happen sooner than most think:
Market On Close: 08/20/2018 | TD Ameritrade Network
I would bet UBS is threatening to sue Munro so that they can spin his report to suit them without a countervailing narrative with the same data -- lately UBS has been all negative with their use of the Munro teardown report.
But if a party in the go private can use UBS for some purpose that generates them a fee, they will supplicate before anyone who might butter their bread.
When investment banks are involved keep your hand on your wallet.
HG Wells
Martian Embassy
Headline: Shortsville Times
Tesla running out of parts !
Dual Motor badge applied at Delivery Center.
Tesla running out of parts !
Dual Motor badge applied at Delivery Center.
TheTalkingMule
Distributed Energy Enthusiast
CNBC again hosting the Barclays narrative of Model 3 being unprofitable. Completely contradictory to every other professional teardown and essentially disproven last week, but still allowed to buy airtime. Sad times.
Dan Detweiler
Active Member
Yup, no doubt. That is why I am reluctant to react to any swing these days. Incredibly volatile. Hopefully when things get back to the fundamentals of the company, the ramp of Model 3 and profitability, it will begin to be more reliable. It's kind of funny that these points are the exact points shorts were pointing too saying they would be the downfall of the company. Now it's our strength and we are worried about what Elon is saying on Instagram. LOL!
Dan
The Blue Owl
Endangerous Herbivore
- Status
Similar threads
- Locked
- Locked
- Locked
- Poll
