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Thread: Short-Term TSLA Price Movements - 2013

  1. #3161
    Member ShortSlaver's Avatar
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    Quote Originally Posted by Curt Renz View Post
    Tesla Motors is hiring, including swing shift: http://www.indeed.com/q-Tesla-Motors...,-CA-jobs.html
    I have no idea how far they are in hiring that shift and how many people total it would take, but would this be a full line of workers?

    Additionally, I would estimate these workers would be hired and trained and ready to work fulltime at nearly full production by September?

    Potentially, we'll see nearly double the production the last 3 or 4 months of the year and into next year...

  2. #3162
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    This can't just be for an end of quarter push, it is too late to start hiring for that right now. Have they reached good enough margin levels that they are beginning to work on volume? This seems like this could be a really big deal.

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    Quote Originally Posted by Citizen-T View Post
    This can't just be for an end of quarter push, it is too late to start hiring for that right now. Have they reached good enough margin levels that they are beginning to work on volume? This seems like this could be a really big deal.
    Another explanation would be that although they are not exactly at 25% margin, but close enough, and, at the same time do not want to increase order-to-delivery time for NA as European deliveries are poised to be blended in at the end of June. Adding (partial or otherwise) second shift will allow factory to continue satisfy NA orders at the rate of 400+ cars per week, while blending additional 200 - 300 cars/week for European deliveries.


    This would be consistent with several references made by Elon to shipping 5-7K of cars to Europe by the end of 2013, as well as numerous recent references to the robust NA demand.

    This is a big deal indeed.

    650 frunk liners per week might need to be expedited by July...
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  4. #3164
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    Careers | Tesla Motors
    A bunch of the production jobs are for the swing shift. this could be massive.

  5. #3165
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    Quote Originally Posted by toastypasta View Post
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    A bunch of the production jobs are for the swing shift. this could be massive.
    Yeah, it isn't just batteries...so this isn't like they are just building extra batteries for the Supercharger network or something. I see jobs for final assembly. This is cars.

  6. #3166
    Member Curt Renz's Avatar
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    In the Barron's thread Soflason posted this article found on the NASDAQ site that counters the arguments of Barron's: Tesla Motors is Overvalued AND Undervalued

  7. #3167
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    Quote Originally Posted by Citizen-T View Post
    This can't just be for an end of quarter push, it is too late to start hiring for that right now. Have they reached good enough margin levels that they are beginning to work on volume? This seems like this could be a really big deal.
    In the stockholder's meeting (or some interview around it), they'd said 21k for the year and that implied a Q4 run rate of more than 21k. I'm guessing hiring even a partial 2nd shift is part of that higher run rate.

  8. #3168
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    Quote Originally Posted by Curt Renz View Post
    In the Barron's thread Soflason posted this article found on the NASDAQ site that counters the arguments of Barron's: Tesla Motors is Overvalued AND Undervalued
    Thanks Curt for pointing to this counterpoint piece published yesterday, it was refreshing to see the NASDAQ site publish an article that gave that kind of perspective.

    However, with the exception of Bloomberg, most of the mainstream financial press (Barron's, WSJ, etc.) tends to beat up on TSLA. I know there are exceptions, but, on the whole, the editorial focus is usually focused on short-sighted fundamentals, head-on comparisons with Volt and Leaf (?), and fear-inducing parallels with Fisker and Coda.

    Just watch this segment just televised from CNBC's Fast Money...

    The good news -- the whole first 6 minutes are dedicated to talking TSLA which is cited their #1 of Fast Money's top three trades.

    The bad news -- the pundits spend the majority of this time talking their nonsense, ugh:
    Tesla Stock: Hot or Not?
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  9. #3169
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    Wow, premarket is on fire this morning...

  10. #3170
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    Quote Originally Posted by Soflason View Post
    Thanks Curt for pointing to this counterpoint piece published yesterday, it was refreshing to see the NASDAQ site publish an article that gave that kind of perspective.

    However, with the exception of Bloomberg, most of the mainstream financial press (Barron's, WSJ, etc.) tends to beat up on TSLA. I know there are exceptions, but, on the whole, the editorial focus is usually focused on short-sighted fundamentals, head-on comparisons with Volt and Leaf (?), and fear-inducing parallels with Fisker and Coda.

    Just watch this segment just televised from CNBC's Fast Money...

    The good news -- the whole first 6 minutes are dedicated to talking TSLA which is cited their #1 of Fast Money's top three trades.

    The bad news -- the pundits spend the majority of this time talking their nonsense, ugh:
    Tesla Stock: Hot or Not?
    You're welcome. Thank you for catching it in the first place. It's unfortunate that for some time portions of the media have caused so many to short TSLA or avoid purchasing it.

    The lifeblood of the media is advertising. They bow to their heavy advertisers like big oil and established automakers. Tesla Motors advertises nowhere. Dumping on Tesla pleases the sponsors. Those media that are part of News Corporation are especially egregious due to the partisan agenda of owner Rupert Murdoch. That includes the Wall Street Journal, Barron's, MarketWatch, Fox Business and the Fox News Channel.

    The analysts employing fundamental financial analysis do a somewhat passable job at analyzing established companies with a long history of earnings. Most of them are totally lost regarding innovative young companies that are disrupting established industries. They stick with the safe calls and don’t even bother analyzing outliers. Nevertheless, the media tend to rely on them.

    Even Bloomberg's Cory Johnson denigrates Tesla. His background includes both the media and the fundamental analysis of a hedge fund manager.

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