Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Search results

  1. Cankooo1

    Short-Term TSLA Price Movements - 2014

    Adam Jonas explaining his recent TSLA report: http://www.bloomberg.com/video/tesla-shares-worth-320-but-not-quickly-morgan-stanley-eK2FdzSPTlCNW4hq~_rIgg.html
  2. Cankooo1

    China Market situation and outlook

    Some important information from Chinese article regarding subsidiaries. It’s google translate I do not have time at the moment to clarify the content. 特斯拉正å¼è¿›å…¥æˆéƒ½å¸‚场_新能æºèµ„讯_中国新能æºç½‘ Other hot topic in Chinese media is Foxconn cooperation. The first tax-free...
  3. Cankooo1

    Short-Term TSLA Price Movements - 2014

    GS are underwriters of Alibaba IPO. I am not suggesting the report is related but interesting coincidence.
  4. Cankooo1

    What other tech stock to consider?

    Alibaba.com is B2B platform and the first business of Alibaba Group. The retail sites of the company are taobao.com dedicated to Chinese customers and aliexpress.com – this is worldwide retail store. With Alibaba.com you rarely can deal with small number of products and small amounts. I have...
  5. Cankooo1

    What other tech stock to consider?

    I have been using Alibaba from the early days and I am familiar with the platform but still confused about how to value as a company and investment. Anyway at the IPO day there will be a lot of speculators and traders jumping in looking for fast profits. I haven’t decided if I will join the...
  6. Cankooo1

    China Market situation and outlook

    Hi everybody I wanted to share an interesting story about a businessman who bought charging equipment from Tesla and installed it in hotels and restaurants in 16 cities across China http://english.cntv.cn/2014/08/01/VIDE1406887320509525.shtml
  7. Cankooo1

    Short-Term TSLA Price Movements - 2014

    Tesla Motors upgraded by Deutsche Bank to buy.
  8. Cankooo1

    The business case of Tesla’s Heavy Commercial Vehicles (HCV)

    I have some professional experience on this topic and will share it just to let you know where my information comes from. My company operates in fleet management solutions for companies with commercial vehicles. Currently our system is connected and operates with over 25 000 vehicles...
  9. Cankooo1

    The business case of Tesla’s Heavy Commercial Vehicles (HCV)

    The point is that in EU and I believe there is similar regulations in the other countries as well that the limit of driving time is 9 hours and each driver is obligated to take a break at least for 45 min, so each Truck has more than 14 hours per day for charging This is strictly tracked with...
  10. Cankooo1

    The business case of Tesla’s Heavy Commercial Vehicles (HCV)

    My mistake, I was using different reports collecting the information: over 30 million is the market for commercial vehicle across all segments (according to KPMG). Anyway $242bn in revenue is Global Heavy Duty Truck Manufacturing: Ibisworld Market Research Report. Also about the market size...
  11. Cankooo1

    The business case of Tesla’s Heavy Commercial Vehicles (HCV)

    I have decided to post this in the investor section not in the future cars section because I believe it could be much more significant from an investors’ perspective. A few important considerations: Gigafactory Consider that after 2018 Tesla will have a Gigafactory up and running with a viable...
  12. Cankooo1

    Why is it called Model 3?

    I think Tesla has specific strategic approach with names, the purpose of which is to prove that they can produce better EV than every bestselling ICE vehicle in each different segment. Model S – direct competition with Mercedes S Class Model X – targeting most popular SUVs: BMW X6 and X5 Model...
  13. Cankooo1

    Long-Term Fundamentals of Tesla Motors (TSLA)

    I would be guilty not to post this article: Apple? Google? Tesla? Which Will Be The First To Reach A $1 Trillion Market Cap?
  14. Cankooo1

    Short-Term TSLA Price Movements - 2014

    In my opinion it’s not important how much the upgrade will cost or how practical it will be. This is strong manifest of how superior their engineering team is and how they are constantly pushing the frontier. At the moment other multi-billion companies are just dreaming for a model with 200...
  15. Cankooo1

    Short-Term TSLA Price Movements - 2014

    It’s macroeconomic reasons All US futures are down: Nasdaq at the moment -0,9%. Europe is under water: DAX -1,59% , CAC -1,50%. It’s all about Portugal and Federal Reserve : http://www.marketwatch.com/story/us-stocks-futures-plunge-as-fed-minutes-sink-in-2014-07-10?dist=beforebell
  16. Cankooo1

    China Market situation and outlook

    Tesla Sued by Businesseman Claiming China Trademark Right First the picture of the businessman: First dispute was rejected because the trademark was invalid. But according to the Trademark Office if there is no settlement the decision can be escalated to Intermediate People's Court(higher...
  17. Cankooo1

    Short-Term TSLA Price Movements - 2014

    I will post my charts as well as they do support the thesis that yesterday was technical and probably some panic added to the picture. Anyway lately I do use fibonacci retracement to see how much the price could technically pullback. It was interesting that 227-228 level represent different...
  18. Cankooo1

    Short-Term TSLA Price Movements - 2014

    it looks like TSLA stopped in235-239 level just for a short coffee break and S.Charging… :smile:
  19. Cankooo1

    Short-Term TSLA Price Movements - 2014

    I do believe it’s a technical move as the chart was really bullish after the price failed to break the support last week.
  20. Cankooo1

    Short-Term TSLA Price Movements - 2014

    I also saw few strange moves yesterday but I do not think they are strong enough to overcome the market and give the direction. Also I think there are many technical traders how do not look even the news feed they are just trading the charts, also they trade with higher volumes as they are only...
  21. Cankooo1

    Short-Term TSLA Price Movements - 2014

    The first level of Fibonacci retracement -23.6% $226 looks like strong support. I am really surprised that it holds it as initially I was expecting to hit at least $222 level (-32.8%) after the run. If the stock doesn’t break below today the chart will be really bullish. Furthermore even small...
  22. Cankooo1

    China Market situation and outlook

    Hi AIMc , I am really interested how the things will develop in China and it is pleasure to share the information in the forum. Anyway I am not sure about the 40kWh version. For sure there will be a people who really like the car but it’s still too expensive and price decrease will make it more...
  23. Cankooo1

    China Market situation and outlook

    Something worth mentioning: BYD Deputy General Manager Li Yunfei, said in event that Tesla entering China is a good thing for BYD and it does not compete with BYD market segments. In 2004 in Beijing Auto show, BYD exhibited concept of pure electric vehicle, but it was treated as a joke. After...
  24. Cankooo1

    China Market situation and outlook

    So small research: Nissan leaf goes on sale in China September:” The upcoming Chinese version of the Nissan Leaf, the Venucia e30, was not the highlight of the Dongfeng Nissan stand at this year's Beijing Motor Show. That honor goes to the R30, a compact car with "segment-competitive fuel...
  25. Cankooo1

    China Market situation and outlook

    I just want to report that there is a rumor that Beijing is working to provide 500 free license plates per month for imported EVs. The information was not confirmed from officials but it is stated that there will be some form of incentive at least priority for registrations...
  26. Cankooo1

    Short-Term TSLA Price Movements - 2014

    WTF .... Zacks are reporting "non-GAAP reported was a loss of 40 cents per share" http://finance.yahoo.com/news/zacks-analyst-blog-highlights-tesla-102642954.html http://www.zacks.com/stock/news/132757/tesla-marks-improvements-shares-take-a-hit
  27. Cankooo1

    Short-Term TSLA Price Movements - 2014

    Regardless of the Wall Street reaction today, the price movement will not change the outlook and my understanding that Tesla Motors is the most exciting company. The valuation is just a reflection twisted from market conditions and noises. The real value of Tesla Motors as we all know is not in...
  28. Cankooo1

    China Market situation and outlook

    You are totally correct the word is “Respect”. Do you remember the statement of Daimler CEO in Beijing about Tesla that they will not invest in the Gigafactory. We haven’t heard anything official from Daimler about Tesla until then. Why in China, why in April? I believe they do realize that...
  29. Cankooo1

    China Market situation and outlook

    In this post I am not going to post countless links and pictures but just my overview impressions of monitoring Chinese market. The results are unbelievable and they exceeded even my expectations. If Tesla has to pay for each publication followed by the visit of Elon Musk the amount could...
  30. Cankooo1

    Model E production facility location and strategy

    I would like to discuss the potential locations strategy and partnerships behind the Third generation vehicles. We all know that model E will be the biggest milestone for Tesla and it is a core of the master plan. Currently I believe most probable set is as follows: Model S, X and powertrains...
  31. Cankooo1

    China Market situation and outlook

    I want to report one more high level meeting of Elon Musk in China. This time it is with Shanghai Mayor Yang Xiong Shanghai Municipal Government will help to promote the use of clean and sustainable energy. Shanghai is also willing to support Tesla to achieve his vision. They are also pleased...
  32. Cankooo1

    2014 1 QTR predictions/results

    I have two questions and I will appreciate some details. What is the current consensus for the Q1 earnings. I have checked several sources: Tradingview: -0,1$ Yahoo finance : 0,12$ Marketwatch: 0,08$ Estimize: 0,07$ My second question is why Tesla produced more cars in Q3 2013 than Q4 2013?
  33. Cankooo1

    Short-Term TSLA Price Movements - 2014

    I am concerned for quite some time and I am planning how to react in case of major selloff. Probably short position in the index is not a bad idea as a security. Nevertheless the pattern is still not formed. It requires Nasdaq to drop 100 pips more and head and shoulders will be formed. Until...
  34. Cankooo1

    China Market situation and outlook

    Musk: China Will Pass U.S. as Biggest Tesla Market: http://www.bloomberg.com/video/musk-china-will-pass-u-s-as-biggest-tesla-market-F~b5YNdOSf~o1bJ9C8HXRQ.html
  35. Cankooo1

    Short-Term TSLA Price Movements - 2014

    I disagree that we are in the downtrend channel ! https://www.tradingview.com/x/1NSHqraj/
  36. Cankooo1

    China Market situation and outlook

    I want to apologize for my mistake: the person on the photo with Elon Musk is Chinese Science and Technology Minister Wan Gang. It was attached in the same article reporting the free plates.
  37. Cankooo1

    Short-Term TSLA Price Movements - 2014

    In my understanding it is more like a welcome gift. According to the press release after the high level meetings of Elon Musk with the Minister of Industry and the Minister of Technology the central government is working on real preferences for Tesla. By the way I have the feeling that the...
  38. Cankooo1

    Short-Term TSLA Price Movements - 2014

    The translation if not perfect but you can connect the dots like that energy vehicle means EV. It's getting much more difficult when I am trying to understand more complex articles in Chinese.
  39. Cankooo1

    Short-Term TSLA Price Movements - 2014

    It was initially reported here http://www.weibo.com/ijia360 there was a short articlewhich I am unable to find at the moment
  40. Cankooo1

    Short-Term TSLA Price Movements - 2014

    Tesla just received incentive in Shanghai in the form of free plates worth $48 million
  41. Cankooo1

    China Market situation and outlook

    It is confirmed. After meeting with the governor of Shanghai , local government reserves 3 000 plates which will be provided to Tesla owners for free, each one costs $16 000. This is just the first incentive for Tesla in China, it is on a local level but the total amount is $48 millions. The...
  42. Cankooo1

    Short-Term TSLA Price Movements - 2014

    Perfect time for Doug Kass to short TSLA :biggrin:
  43. Cankooo1

    China Market situation and outlook

    Short term cash flow negative in China means that Tesla has the support for building charging infrastructure from the central government which was initially big concern enormous milestone (we all know how important SC network is but the government support will have priceless effect ). How much...
  44. Cankooo1

    China Market situation and outlook

    I do not know why I am the only one excited here. It has a tremendous outcome for Tesla in China. The government officials met with Elon Musk. Both are really important Government structures. The Chinese prime Minister officially “declare war on pollution” and Ministers for responsible...
  45. Cankooo1

    Short-Term TSLA Price Movements - 2014

    I believe it is important and it is not covered by the media : Science and Technology Minister Wan Gang and Minister of Industry Miao Wei met with Tesla CEO Eilon Musk http://www.teslamotorsclub.com/showthread.php/28966-China-Market-situation-and-outlook/page10
  46. Cankooo1

    China Market situation and outlook

    Science and Technology Minister- Wan Gang and Minister of Industry - Miao Wei met with Tesla CEO Eilon Musk Wan Gang said that the Chinese government is considering reforms in the tax aspects of electric vehicles, such as import tariffs will be different from the traditional car imports, but...
  47. Cankooo1

    Short-Term TSLA Price Movements - 2014

    The important thing is that we are out of the downtrend channel. It was unlikely to break it and go near ATH in the next few days. In my opinion technical pullback potential is to 204-206 range.
  48. Cankooo1

    China Market situation and outlook

    I still do not understand clearly the issue with the plates. BUT: This is the first Tesla seen on the road in China. The plate is blurred but definitely it’s blue
  49. Cankooo1

    China Market situation and outlook

    Internet is floating right now: articles, blogging, social media TV. Even Tesla will be general topic tonight for popular Chinese show in prime time. Some more photos In social Media:Posts in Weibo from celebrities containing Tesla as keyword And by the way I saw one really...
  50. Cankooo1

    Short-Term TSLA Price Movements - 2014

    Deutsche Bank Identifies Tesla Motors as S&P 500 Candidate http://247wallst.com/investing/2014/04/22/deutsche-bank-identifies-next-sp-500-candidates/ I do not know why it disappeared from all of the feeds but I believe it is important.