TSLA Market Action: 2018 Investor Roundtable

[AudubonB]

Welcome to the discussion of Tesla's activity in the marketplace. Doors open 1 January; until then confine all market discussion to the old thread (spoiler: markets are closed for the rest of the year).

Update: its thread-name now begins with "Market Action", which should lessen the frustration many had over the past year in posting to the wrong thread.

 

[Tslynk67]

Can we post here now?

 

[CorneliusXX]

Can we post here now?

Yes

 

[lunitiks]

 

[Bet TSLA]

its thread-name now begins with "Market Action"

Well, no, it's typo'ed.

 

[AudubonB]

This is Take Three!!!! of this thread title....

and on edit: Everybody happy now?

 

[Bet TSLA]

This is Take Three!!!! of this thread title....

and on edit: Everybody happy now?

Glad to see the New Year's Eve effects are wearing off.

 

[JRP3]

Somehow the changes seem to have me unsubbed from this thread and the general thread.

 

[SebastianR]

So we do expect good delivery numbers. Question is: will it excite the market? Or will the market go "meehh"?

 

[2virgule5]

So we do expect good delivery numbers. Question is: will it excite the market? Or will the market go "meehh"?

I bet ‘meehh’ until Q1 delivery numbers...

 

[Johann Koeber]

So we do expect good delivery numbers. Question is: will it excite the market? Or will the market go "meehh"?

Depends on how good.

Total 100,000 for 2017 is expected. M3 over 2,500 would be considered good. Any info on the production ramp would be good. Any information on the reservation numbers (semi and roadster) would be good. But these are not to be expected until February, so January might be a difficult month for TSLA.

Anything less or no information would be bad.

 

[JRP3]

I'm expecting market "meehh".

 

[Waiting4M3]

Depends on how good.

Total 100,000 for 2017 is expected. M3 over 2,500 would be considered good. Any info on the production ramp would be good. Any information on the reservation numbers (semi and roadster) would be good. But these are not to be expected until February, so January might be a difficult month for TSLA.

Anything less or no information would be bad.

2500 M3 deliveries or production? It makes all the difference in the world. 2500 deliveries would be very good, but 2500 production would be disappointing in my book. Also I personally care a lot more about M3 production # than deliveries.

 

[Waiting4M3]

I'm expecting market "meehh".

I see two votes for meehh. I'm expecting not-meehh. We'll see who the market choose to surprise between us.

 

[mrdoubleb]

Depends on how good.

Total 100,000 for 2017 is expected. M3 over 2,500 would be considered good. Any info on the production ramp would be good. Any information on the reservation numbers (semi and roadster) would be good. But these are not to be expected until February, so January might be a difficult month for TSLA.

Anything less or no information would be bad.

They already said in the Q3 ER, that they will provide an update on M3 ramp in the delivery/production report due in the next 3 days.

 

[Lessmog]

Somehow the changes seem to have me unsubbed from this thread and the general thread.

Can't you just click "Watch thread" in the upper right? I did a minute ago. Too early to tell if it worked ...

 

[JRP3]

Can't you just click "Watch thread" in the upper right? I did a minute ago. Too early to tell if it worked ...

That's what I did initially, but somehow it was "undone". Seems fine now.

 

[tinm]

So, delivery/production numbers on Wednesday maybe?

 

[Starno]

So, delivery/production numbers on Wednesday maybe?

Probably Wednesday after market close.

 

[KLC13]

I see two votes for meehh. I'm expecting not-meehh. We'll see who the market choose to surprise between us.

I think the market would excuse low M3 production and deliveries if the production run-rate for the last two weeks >1000 M3's/week. Combined that with record S&X, semi+roadster reservation numbers and Tesla Energy project descriptions, SP should go up...

However, the drop in SP over the last one week bothers me and I hope its not due to sell off from some big investors with advanced information...