TSLA Market Action: 2018 Investor Roundtable

[EVNow]

Tesla up .73% - Nasdaq up 1.44%. Not sure why this weakness. Recently Tesla has been going up briskly when NASDAQ does.

 

[Mike117]

The Musk Train left without the sad shorts. Ah wait, they're still on the train but they forgot to pay for the train ticket. We'll, let's wait for the train control.

 

[SteveG3]

If we click on it will you stop posting it? Asking for a lot of friends.

lols, TMC seemed to go down for a few minutes, will delete extras.

 

[roblab]

Unfortunately Kimbal overlooked the fact that March 20 isn't a good time to try planting seeds in much of the country. Ground will still be well frozen around here into April, unless we have an unusually warm winter.

Kimball do not live in New York. Here in CA you can plant in January.

 

[AlexS]

anyone has idea on current production level? Just wondering with this trucking push, how many cars is realistic to deliver by year end.

 

[dmckinstry]

I guess they'll sell 100k in the next <2 months. Lol.

Always said Fox was a comedy channel (only to be taken in very small doses) but that IS the best Did he grow up watching Rowan and Martin ? Say goodnight Dickie!

It's about time they got what they deserve.

 

[BLSmith2112]

anyone has idea on current production level? Just wondering with this trucking push, how many cars is realistic to deliver by year end.

I think its safe to say: Since they're needing to buy additional trucking companies and sign additional deals with major vehicle haulers that it's a lot more than last quarter

 

[wipster]

Well that was a sweet bump!

 

[Bet TSLA]

In idle spirits, I bought a $365 call for this Friday.
Just posting here so I can claim to be a genius if it hits

Maybe if you bought 100 you might be acclaimed. Buying one call is just screwing around. Best of luck in any case.

 

[Toolsmack]

Strangely low volume day. Is everyone just sitting on their hands at this point?

 

[Tslynk67]

Tesla eventually bringing all their shipping in-house with it's own fleet of trucks they built, drastically reducing shipping costs. As a bonus, during the testing phase of the Semi, they will be getting value out of the prototypes.

I also find it very bullish that Tesla have so many cars to delivery, they literally buy up truck fleets to satisfy.

Now we just need to replace those tractor units with Tesla Semi's and we're golden!

 

[GBleck]

Varney was hostile, looked bad in the process.

Plant a seed y’all!

Varney likely asked him on to talk about seeds then "news of the day gotta ask" swapped to a loaded question and Kimble just didn't bite and didn't get angry. Smiling and not engaging is a great defense for loaded questions.

Also you can plant hydro indoors year round. Reminder to self. Start new ever bearing strawberry in the short bay tonight.

 

[wipster]

I think its safe to say: Since they're needing to buy additional trucking companies and sign additional deals with major vehicle haulers that it's a lot more than last quarter

Don't know that I would read that from these acquisitions, I think it's more like an overhaul of their delivery system so they have more control of it. While I'm confident that Tesla will exceed the 3rd qtr. numbers from a production perspective, if executed correctly, this move will allow them to inform customers when and where they're going to get their Christmas presents with far more confidence than in the last quarter, especially in the last weekend... hopefully a lot of you awesome volunteers will be able to spend New Year's Eve partying (or falling asleep waiting for the ball to drop as in my case).

Will be way cool when Tesla Semis are pulling those trailers too!

Great move Santa Elon and all your Elves (LOTR style)!

 

[Carl Raymond]

Tesla acquires trucking companies to avoid shortages:

Elon Musk on Twitter

Please remember that the world was a different place regards sexism...otherwise still funny...

 

[MXWing]

On December 1st, I expect a tweet like guaranteed delivery for all orders through 12-7 as long as your car is black.

 

[dmckinstry]

On December 1st, I expect a tweet like guaranteed delivery for all orders through 12-7 as long as your car is black.

If so, they could probably repaint any color they want with the savings on taxes, and wouldn't have to do it until after tax refunds.

 

[printf42]

Elon Musk on Twitter
Wait...what??? Tesla bought some trucking companies?

So, does this mean they will launch a semi trucking service? I had long felt FSD will come to trucks earlier than passenger cars. Else, what’s the point of buying those companies?

Now they have the license and drivers and customers, this service can be rolled out as soon as they can built more semi than Tesla itself needs.

Yet another industry will be shaken soon.

 

[M3Rider]

View attachment 352830 Vladimir Grinshpun on Twitter

Wondering where's that Saudi PIF with their 5%?

 

[M3Rider]

So, does this mean they will launch a semi trucking service? I had long felt FSD will come to trucks earlier than passenger cars. Else, what’s the point of buying those companies?

Didn't he state the point specifically in those tweets - to avoid trucking shortage as in Q3?

I'm personally more concerned about the possible SP impact from this. So, if they say we spent Q4 profits on trucking companies, how would that play out? They didn't post the amounts, but could cause a delay for other investments, sich as GF*.

 

[Buckminster]

The Falcon has landed