TSLA Market Action: 2018 Investor Roundtable

[oneday]

The quality of this thread has degraded today. Anyone else notice that?

Gee, I wonder what has caused this?

 

[BenPrice]

Best of luck y’all.

Let’s power through this hour and celebrate!

And for sugars and giggles happy to hold a giant pile of ford puts on this fine evening

 

[roblab]

Payload and tow rating for unibody Model X is no where near that for body on frame F Series, although the Model X drivetrain can handle it.

Reducing chassis mass reduces utility of the pickup truck.

Again, Tesla is gunning at F Series not unibody fuax pickups.

Even urban cowboys wont buy the Tesla pickup if real truck users ridicule the truck.

30 cm is a foot, in case anyone needs that.
And seeing how Tesla figured everything out on the S and 3, I can't imagine they will make any faux pas on the P.

 

[Fact Checking]

Who buys at $270 and sells at $275-272?

Don, what are you even talking about? The transaction I pointed out was at about ~$297.5, which slipped down to ~$292.

At no point did I say anything about "$275-272", those numbers are a figment of your imagination.

 

[ggr]

So the Nasdaq was at this price on May 8th, and Netflix is trading approximately its value then and Tesla closed at 302 that day. What's the plausibility that algos are basically just matching up stock prices with their prices at points of earlier index parity? I'm not much of a technical guy, and like thinking long-term but that seems to be what's happening. Tesla has been a real oddball stock this year though so I don't know how well this applies even if it works for some others.

What was so magic about May 8, other than the coincidence of it being the same price? If you believe your logic, the prices would never diverge.

 

[KarenRei]

The quality of this thread has degraded today. Anyone else notice that?

Gee, I wonder what has caused this?

I think it'll be better in an hour or so when we're all pouring over the Q3 report while waiting for the conference call

 

[Todd Burch]

Update letter will be posted at market close, correct?

 

[BenPrice]

Update letter will be posted at market close, correct?

That is my expectation. Like 3:05 central time

 

[wipster]

And a base F-150 is only 30 centimetres longer than a Model X. Given that the bumper of a pickup usually sticks out about that much further behind the rear wheels than the bumper of a SUV behind its rear wheels, that's pretty much a match.

As for whether Y will be as big as X, that'll have to be a "let's agree to disagree" concept until the unveiling



Come on now. Are you really going to make me point out that I repeatedly pointed out that you get a far better lightness-bank-for-your-buck by cutting cell cost-per-kWh and redirecting money into reducing frame mass, than you do by increasing cell energy density? I was literally talking about how chassis mass reductions are the affordable way to keep costs down.

Just don't give it twin I beam front suspension!

 

[scaesare]

It's a one-digit word.

If you are qualifying that as a "digit", then it's actually a nibble.

 

[BenPrice]

I can’t decide if I should hold 320 weeklies and have 47 minutes to decide

 

[Tslynk67]

On a macro day like today, $TSLA being where it is, is like a 10% gain. Hopefully when tech stock recover, $TSLA will ride up with them too.

I just hope this isn't handing a get-out-of-jail-free card to the shorty shorts...

 

[EngRyan]

It's a blood bath out there today. Imagine being a Tesla short, seeing the whole board red, and Tesla still green. hah

 

[KarenRei]

Just don't give it twin I beam front suspension!

In this scenario, rear suspension has to be different (either that, or overbuilt on the Y). But the front suspension should be (largely) identical.

 

[Lessmog]

I can’t decide if I should hold 320 weeklies and have 47 minutes to decide

Would you feel better in the reverse situation, having to decide on 47 weeklies in 320 minutes?

 

[wipster]

In this scenario, rear suspension has to be different (either that, or overbuilt on the Y). But the front suspension should be (largely) identical.

I think you missed my point Karen...

 

[tivoboy]

NSDQ is broken. Stay frosty.

 

[beachbum77]

Found an interesting pic in the Atlanta delivery thread of crates of Model 3 battery packs. Could Tesla be planning to switch out packs from inventory LR RWD cars for MR orders? Makes sense as a great way to reduce inventory while speeding up deliveries to meet the year-end FITC reduction. All they need to do is reprint the Monroneys. THIS would be very smart inventory management.

As far as I have heard there are no VIN variations for the MR. Is that correct?

 

[Lessmog]

30 cm is a foot, in case anyone needs that.
And seeing how Tesla figured everything out on the S and 3, I can't imagine they will make any faux pas on the P.

Yes, we all need at least one foot to have standing.
Reminds me of an old joke about the statue of heroic king Karl XII pointing toward Russia, the enemy at the time: His hand is exactly 11½ inches, which is good thing. Because just a little bit more and his hand would be a foot!
Just trying to ease tensions a bit, ok?

 

[ThereAre4Cars]

What was so magic about May 8, other than the coincidence of it being the same price? If you believe your logic, the prices would never diverge.

That was it. It wasn't well thought out. Do you have anything to provide besides snippiness?