-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
Lora links to an extremely +ve Tesla article for a change!
Lora Kolodny on Twitter
Experte Dudenhöffer: Tesla Model 3 wird 2019 den deutschen E-Auto-Markt dominieren | t3n – digital pioneers
Edit: Okk.. What’s wrong with the world today? Trump (rightly) withdraws from Syria and now Fox Business is praising Musk!!
Lora Kolodny on Twitter
Experte Dudenhöffer: Tesla Model 3 wird 2019 den deutschen E-Auto-Markt dominieren | t3n – digital pioneers
Edit: Okk.. What’s wrong with the world today? Trump (rightly) withdraws from Syria and now Fox Business is praising Musk!!
Maybe they finally covered their short positions? Or sold their puts and bought some calls.
It shouldn't be a concern that Tesla nearly exhausted the near term order book for $46k+ cash sales models in the US. The fact that Tesla have persuaded c.150k people to trade up from a $35k reservation to a $57k average sales price is pretty spectacular, but they were always going to have to increase their addressable market size sooner or later.
To begin with, lease options generally increase demand 30-50% and is an easy move to increase demand for the current $46k product range in the US.
Tesla can significantly increase addressable market size again by launching in Europe and Asia. The European luxury market is 2x US and China EV market c.4x US.
They will also significantly increase the market size in the US by launching lower optioned cars. The US addressable market size roughly doubles for every $5k reduction in ASP. The cheapest model 3 is $46k currently but they appear on track to release options down to $35k in around 6 months.
So Tesla only need long term of 1-2k US weekly sales of the currently available $46k+ options to map to around 10k weekly worldwide sales across all models including lease option.
All the while, Tesla's primary sales force, its model 3 customer fleet is growing rapidly.
If needs be, as a last resort Tesla can always turn to advertising to drive demand to production capacity.
Tesla appears to finance most of its in-house, direct leases via its Warehouse Line facility (possibly with some arrangements with its Auto VIEs to harvest Federal Income Tax EV credits). The WH line unpaid principal amount increased by $158.3 MM in 3Q18.
MUSA's role is vague--there is one post on TMC stating his lease was "assigned" to MUSA.
Moodys' Pre-Sale for TALT 2018 B stated Tesla Finance uses LeaseDimensions, Inc., wholly owned by Genpact Ltd. as its sub-servicer, with Wells Fargo Bank, N.A. as the back-up servicer.
When Tesla first started offering leases through its "banking affiliates" US Bank, Technical Credit Union, and a 3rd entity I can't recall were the principal beneficiaries of Tesla's residual value guarantees--most of that has been phased out.
https://www.tesla.com/sites/default...cation_terms_and_conditions_jc_07-24-2018.pdf
Last edited:
Wow, what's happening? Is the stock (manipulators) preparing for a giant leap straight up making this whole FUD and reversal pre-planned? Oh I hope so, I'll clean up!
I am thinking tomorrow will be a good day to buy. Macro trends will be magnified by our "reality show" politics. Don't Panic.
Disclaimer: The last time I predicted a short-term TSLA SP trend was by saying it would be just another trading day, about 2 hours before the going private tweet.
Disclaimer: The last time I predicted a short-term TSLA SP trend was by saying it would be just another trading day, about 2 hours before the going private tweet.
EVNow
Well-Known Member
Same here. But mine don't expire till next week !
ps : Yes, I also have March Options, Leaps and stock.
Krugerrand
Meow
Big battery issues as in talk of easily 50% less mileage when colder (not talking Arctic temps) on top of range issues to begin with and charging rate issues - read we don’t go out of the city, ever.
EVNow
Well-Known Member
So, we have 5 1/2 days of trading. On 24th it is open 9:30 to 1:00 PM. The production and delivery numbers will come out before trading starts on the 2nd.
SP can go up because of macros or delivery numbers or for no reason at all.
SP can go down because of macros or delivery numbers or for no reason at all.
I hope everyone knows what the game plan is.
I hope everyone knows what the game plan is.
adiggs
Well-Known Member
I also experience very large reductions in cold weather driving range, that are also easy to understand. In my case, I drive about 10 minutes to work, and then 10 minutes home. About one of the worst corner cases (even if common) for cold weather driving, as the heater(s) in the car are running full blast heating the battery and me. About the time everything is warmed up, I'm parking in the garage. Translates to about 550 wh/mile for me, instead of my usual 350-380 wh/mile (a Model X).
And doesn't translate at all to being out on the highway for hours. Same car and temps, 60 mile drive to our other house for an hour and a half, and the mileage is the pretty typical 350-380 wh/mile after driving for about 15 minutes.
There's a very good post explaining the dynamic, I think by @Doug_G , that helped me figure this out for myself. It was somebody that lives in Canada and deals with much colder weather than I do
. The core problem is that the heaters are ~6kW electric heaters and running them at full warms up the battery pack to a good operating temperature, and warms up the riders to a good operating temperature, but doesn't move the car anywhere. An hour sitting in place running both will drain 6 or 12 kWs of energy from the battery pack, but you're still sitting in place. Really kills the mileage 
JRP3
Hyperactive Member
Well, If you can lay it out so clearly with no ambiguity like that, then it becomes easy for investors like me.
Thank you.
I’d say it’s too far away from max pain for it to have much influence tomorrow. But who knows.
anthonyj
Stonks
Thats what I thought the last two Fridays. Boy was I proven wrong
JRP3
Hyperactive Member
EVNow
Well-Known Member
There is some disagreement on whether OH should even be considered a swing state anymore.
14 states were closer than Ohio in 2016, including "red" states, Georgia and Arizona. Only one Dem holds a statewide office in OH.
I'm sure the clueless MSM will continue to call OH, IO as swing states - but they are no longer swing states.
Ofcourse, in the unlikely event of Sherrod Brown becoming the Dem nominee, it would be interesting to watch.
This selloff is now being compared to 2008 and 1987. It is unlikely to be over.
Bloomberg - Are you a robot?
The question is: is it going to be an almost instant bounceback like 1987, a surprisingly fast recovery like 2008, or a horrible long dragged-out affair like the Panic of 1901, or worse, the Long Depression of 1873?
I don't see the mismanaged leverage necessary to repeat 1929, but let's hope I'm right about that...
We don't have the somewhat-competent government of 2008; 1987 was an essentially technical blip and this seems very different; but at least we have better institutions and a better understanding of money than they had in 1873 or 1901...
@neroden I know you don't put much belief in the POTUS influencing the economy.
But it seems the OI may actually be able to wreck it. With Mathis gone the child is even more unchecked.
What do you think?
But it seems the OI may actually be able to wreck it. With Mathis gone the child is even more unchecked.
What do you think?
Zhelko Dimic
Careful bull
I don't know man.
Everyone I know has decent job. Unemployment is low.
I have horrible time finding talent.
I have to consider 10-15+% raises year over year go retain best.
I don't know that this is material of which years of suffering are made from...
- Status
Similar threads
- Locked
- Locked
- Locked
- Poll
