tsunamiofhurt
Member
Correct.
FWIW I'm watching it closely and will be sending out an update as soon as it's been approved.
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FWIW I'm watching it closely and will be sending out an update as soon as it's been approved.
actually, part of the reason I think this is one of the better windows of the past few years is that the overall market has pulled back.
several times over the past two years when I’ve recommended buying here or IRL to friends I’ve had to add the caveat that the overall market was reaching a run of time that would be unprecedented to continue without a 20% or greater pullback... so while Tesla was cheap, if that pullback hit, TSLA ould almost certainly initially go down with the market.
well, we’ve gotten out of the way the question of breaking century long precedent re bear markets.
now, it does remain to be seen whether the trade war/govt shutdown/interest rate hikes were just the transient concern triggers of this current selloff, or the beginning of a major hit to the real economy (ie a recession). I think the odds are considerably more likely the former than the latter, but, it is an unknown.
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hmm, thought had crossed my mind when TMC was down.
Happens frequently when the stock is down substantially. Could be unintentional DDOS from folks seeking info.
Love this XMAS gift 
. Just accumulated @ 297. Easy ride back up after earnings and great LONG hold!!
. Just accumulated @ 297. Easy ride back up after earnings and great LONG hold!!On the other hand, the rapid movement is increasing the standard deviation which will cause the Bollinger Bands to widen and allow TSLA to move upward unrestrained post Q4 delivery numbers and 2018 financial update.
HG Wells
Martian Embassy
EVNow
Well-Known Member
Nasdaq closes down 2.21% (below 6,200) and Tesla 295.39 (down 7.62%).
The best market ever, I tell you ! Great job, Mr Trump.
The best market ever, I tell you ! Great job, Mr Trump.
I started to re-enter for Q4 at $300 with a 3/15 $350c. I have staggered buy orders to add more with a trigger at ~$290 and $285, and will look to add more if we touch $279 as @tivoboy is speculating.
SunCatcher
Member
Trump finally keeps his promise to coal. Santa probably got a subsidy, and is delivering by the truckload. We're all getting our lumps, but this too shall pass.
Cough cough.
MartinAustin
Active Member
With today's 7% fall, TSLA is now down 2% via the otherwise-useless "year to date" metric. CNBC was happy to bring up this particular graph today, natch.
TSLA is a catapult winding up. By January 10th or so we will have a full picture of what the Tesla Model 3 has done to the other ICE manufacturers in the USA... we will see their total 2017-2018 declines, as well as Tesla's 2017-2018 climb. TSLA will respond accordingly.
If you bought today... congratulations
As factory production switches to focus on European demand, it will allow more information in the Model Y to come out. The anticipation rally will begin.
</bullish_post>
TSLA is a catapult winding up. By January 10th or so we will have a full picture of what the Tesla Model 3 has done to the other ICE manufacturers in the USA... we will see their total 2017-2018 declines, as well as Tesla's 2017-2018 climb. TSLA will respond accordingly.
If you bought today... congratulations
As factory production switches to focus on European demand, it will allow more information in the Model Y to come out. The anticipation rally will begin.
</bullish_post>
Mike, you did not get in. You are and always will be a shorter and you only show up here when SP goes down (and after a ban has ended). Go away.
Yes, considering my person experience:
1. 11/28 - ordered L3MUR
2. 12/05 - Car built - Can I take delivery?
3. 12/12 - Accepted delivery in Florida
I would have to say that the number of outliers who ordered by 11/30 but won't see their car delivered by 12/31 can't be more than a few hundred at worst. Even 1,000 customers who fit this criteria would only be $3,750,000 out of pocket for Tesla, which is rather inconsequential when you are profiting BILLIONS per quarter. Gotta luv the FUD.
tsunamiofhurt
Member
Great list. I've been invested in TSLA almost as long, and have worried about all of those scenarios (except for the weirdmobile one
).Two things I would add are Sales & Service and Model 3 quality/reliability. I don't think that either could bankrupt the company, but they could certainly damage the brand, impact sales, and weigh on profits.
The problem with Sales & Service isn't that some people have a bad experience while some people have a great experience -- it's that the bad experiences reveal things that shouldn't ever happen in a well-oiled machine. The communication is the biggest issue most people have, and it would seem to be the easiest to fix. That and the months-long parts delays in body shops (any theories why this is still a problem?).
On Model 3 quality/reliability, I'm mostly talking about drive unit issues, paint, fit/finish, bumpers falling off, trunks filling with water, etc. The last two are probably rare, but still. A few weeks ago, I mentioned paint being a consistent issue and was "disagreed" with heavily, even though I provided several examples. Now the "Engineering Explained" video is making the rounds and the guy (2.2M followers) had ... several paint issues. Another bull on Twitter (@teslamodel3fan) had/has the white bumper paint mismatch on her brand new MR 3 which seems to be worse *after* taking it to the SC. Providing weeks worth of loaners can't be cheap ...
sundaymorning
Active Member
The way people lose money in the stock market is by:
1. freaking out and getting scared off,
2. getting greedy when we get a nice run,
3. over leveraging (which amplifies your emotions during a bad bet).
Tesla is now making money, they are expanding on all cylinders. This doesn’t sound like bad news to me. Although there are worries about the macros, US GDP is still up (3.4% vs 2% average).
When Trump was inaugurated the Dow was at about 19,800 points, it’s around 22,000 today. I think the market is over reacting and will recover in 2019.
1. freaking out and getting scared off,
2. getting greedy when we get a nice run,
3. over leveraging (which amplifies your emotions during a bad bet).
Tesla is now making money, they are expanding on all cylinders. This doesn’t sound like bad news to me. Although there are worries about the macros, US GDP is still up (3.4% vs 2% average).
When Trump was inaugurated the Dow was at about 19,800 points, it’s around 22,000 today. I think the market is over reacting and will recover in 2019.
Great list. I've been invested in TSLA almost as long, and have worried about all of those scenarios (except for the weirdmobile one
Two things I would add are Sales & Service and Model 3 quality/reliability. I don't think that either could bankrupt the company, but they could certainly damage the brand, impact sales, and weigh on profits.
The problem with Sales & Service isn't that some people have a bad experience while some people have a great experience -- it's that the bad experiences reveal things that shouldn't ever happen in a well-oiled machine. The communication is the biggest issue most people have, and it would seem to be the easiest to fix. That and the months-long parts delays in body shops (any theories why this is still a problem?).
On Model 3 quality/reliability, I'm mostly talking about drive unit issues, paint, fit/finish, bumpers falling off, trunks filling with water, etc. The last two are probably rare, but still. A few weeks ago, I mentioned paint being a consistent issue and was "disagreed" with heavily, even though I provided several examples. Now the "Engineering Explained" video is making the rounds and the guy (2.2M followers) had ... several paint issues. Another bull on Twitter (@teslamodel3fan) had/has the white bumper paint mismatch on her brand new MR 3 which seems to be worse *after* taking it to the SC. Providing weeks worth of loaners can't be cheap ...
Fully agreed. I really would like to see Elon focusing on quality/reliability and end to end customer delivery experiences soon after production capacity is at consistent ~7k/week.
Costs from damaged brand reputation from initial quality issues and costs to fix issues post delivery can seriously hurt future sales and profitability.
I hope they are ramping service center capacity in time to provide satisfactory services to the exponentially increasing number of tesla owners...
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