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  1. M

    Short-Term TSLA Price Movements - 2016

    The swamp thickens. Won't surprise me if Walter White Sr is the new DEA Chief.
  2. M

    Short-Term TSLA Price Movements - 2016

    Funny how a news article about the Bolt losing $9,000 gets treated like the gospel but the same news site has claimed that the Model 3 will not make any money, that Tesla loses between $4000 and $19000 per Model S sale,. The same author has not too long ago that Tesla spends $30,000 per battery...
  3. M

    Short-Term TSLA Price Movements - 2016

    If it is any consolation, the Model X is closer to a minivan than anything else. Unibody chassis, unconventional doors, powered doors, 3 row seating, available captain seats in the second row, and a glass roof. No GMC is going to come with automatic doors. Didn't Elon Musk himself say the Model...
  4. M

    Short-Term TSLA Price Movements - 2016

    GM, FCA and Ford sell millions of passenger cars every year at a loss just for CAFE purposes. ATM any Domestic non-premium car under the size of an Impala is sold at a loss. They not only have to make them available but also sell a significant number of them(CAFE, CARB and other requirements are...
  5. M

    Short-Term TSLA Price Movements - 2016

    China threatening to make life hard for American companies doing business in China could explain the drop.. China threatens to cut sales of iPhones and US cars if 'naive' Trump pursues trade war "When the time comes, large orders for Boeing planes would switch to Europe, U.S. auto sales in...
  6. M

    Short-Term TSLA Price Movements - 2016

    Someone buying solar panels cannot drive them to work. They would still need a car, but someone buying a Crossover/SUV/truck would not need a compact car. Given a choice, every automaker except Tesla would choose 'low gas prices-high truck/SUV sales-Low EV/Small car sales' to 'high gas...
  7. M

    Short-Term TSLA Price Movements - 2016

    No two famous people are as similar as Donald trump and Elon Musk. The similarities between the two is incredible, though their beliefs are the polar opposite. Also, one wants to fix the county and the other wants to fix the World. Trump supporters - he is honest, man who invented integrity...
  8. M

    Short-Term TSLA Price Movements - 2016

    Tesla is a 50 Acre corn field in the middle of Iowa. Group 1 - Global warming and rising seas will make the middle of Iowa the new west cost. This 50 acre farm will be the new Bay Area. Buy a few plots for cheap now before it is worth $60 trillion. Group 2 - Global warming and rising sea...
  9. M

    Short-Term TSLA Price Movements - 2016

    Not the same class. Chevy has the Camaro to compete with the Mustang. The Bolt's objective was not to beat the Mustang at a drag strip or a race track. If you don't get it, then you don't get, but please don't call people stupid for buying what they want with their own money. You can call me any...
  10. M

    Short-Term TSLA Price Movements - 2016

    Well said. You must also be wondering who are all the "stupid" people buying 4 door sedans for $20K to go from point A to point B, when they could be buying a top of the line P100 for $150K. Its only $130K more to accomplish the same task, but seriously, if they don't have $130K more to spend...
  11. M

    Short-Term TSLA Price Movements - 2016

    I think it is funny that TSLA shorts and longs finally agree on the same thing. Both groups think that the merger is a great idea. Shorts - SolarCity is a disaster in the making. Billions in debt and broken financial model. Will die soon and drag Tesla down with it. Longs - SolarCity is...
  12. M

    Short-Term TSLA Price Movements - 2016

    Anyone dumb enough to short a stock like TSLA or SCTY deserves to be taken to the cleaners. You don't look at fundamentals and short a stock, that doesn't trade on fundamentals to begin with. A single tweet and they lose 20% or more. Elon Musk could write a blog post that he will build a...
  13. M

    Short-Term TSLA Price Movements - 2016

    Brantse and Krugerrand, My comment wasn't directed at either of you or AustinEv who I have come to respect the many times a week I visit this forum. It was directed at those who treat other cars or the people who aspire to own them as worthless. A new Ford may not be up to your standards but...
  14. M

    Short-Term TSLA Price Movements - 2016

    Yes, the Taurus is clearly a superior car for most people who don't need a car to compensate their shortcomings or make them feel important. Takes them from point A to Point B, saves between $40K and $100K that they can spend towards more important things in life than impressing strangers...
  15. M

    Short-Term TSLA Price Movements - 2016

    Very true and they are trying to learn from the mistake. They are focusing on margins, not volume. They are cutting low margin fleet sales by the hundreds of thousands. Mary Barra is considered among the best auto executives of our time. No small feat getting profit up from $4.7B in 2010 to $10B...
  16. M

    Short-Term TSLA Price Movements - 2016

    "The Spark" is not a platform. It is built on I never said the Model 3 will be more expensive and it may be cheaper as you have concluded. All I said was we are just assuming at this point when neither company has released pricing or specs. You are still assuming that $35 Model 3 is not like...
  17. M

    Short-Term TSLA Price Movements - 2016

    Not what "I" said but please feel free to interpret my comment any way you wish.
  18. M

    Short-Term TSLA Price Movements - 2016

    1) Comparing moving parts between Electric and ICE motors and assuming higher reliability isn't? 2) No, but GM or none of the other automakers own aluminium smelters or bauxite mines just because Aluminium is the most expensive part of a car (engine block, transmission and increased use as...
  19. M

    Short-Term TSLA Price Movements - 2016

    Racer, you are entitled to your own opinion not your own facts. EV's have less maintenance? Ask 30,000 Nissan Versa (cheapest new car in America) buyers in 2014 and 30,000 Model S buyers from 2014 if which group had to make more service center visits. How many Hyundai Accents (ASP $13,000) made...
  20. M

    Short-Term TSLA Price Movements - 2016

    GM is actually focusing on margins and profits, not volume. Volume is down YOY. GM sent 88,500 fewer cars in the 1H to rental agencies. But your point stands- two different companies. Once is a growth is everything, grow at all costs company. The other is a mature, margins and net profits are...
  21. M

    Short-Term TSLA Price Movements - 2016

    This ^^ Assuming the Model 3 debuts in early 2018 and it takes Tesla 6 years to produce a cumulative 400,000 Model 3s, Tesla is booked till 2024!! I don't think demand is a short term or a long term concern. The medium term(before M3) is the problem. I am not seeing a path towards 50% growth...
  22. M

    Short-Term TSLA Price Movements - 2016

    MitchJi - This is like a old wives' tale in the business world that refuses to die. There was old joke that GM is a financial company that also sells cars. If GM made more money from financing then it would have been a long time ago when operations lost billions. Q4 total net income - $6.3B -...
  23. M

    Short-Term TSLA Price Movements - 2016

    The market is now thinking the deal wouldn't go through especially after all the negativity, push back from investors, and analyst downgrades. That explains the price action today. What they and many on the forums don't know yet is that it has already been decided. The decision was made, even...
  24. M

    Short-Term TSLA Price Movements - 2016

    Just some lighthearted fun to end a long day. Sorry for the OT https://s31.postimg.org/6urr6pm7f/SYNERGIES.jpg
  25. M

    Short-Term TSLA Price Movements - 2016

    I am surprised with so much opposition to this deal. If the deal falls apart, SolarCity is done. There are no two ways about it. There is a reason why the buyout is even being done - SolarCity is dead and the plan is to absorb it within Tesla so one notices. If everything was peachy at...
  26. M

    X owner claims unintended acceleration caused accident

    Someone was late for their manicure appointment.
  27. M

    Demand

    Does Tesla have a demand problem? Simply put, no, but the answer is more complex than that,. Ford could sell twice as many Explorer SUVs if they price it at $12,000($20K cheaper). If they did that, the Explorer would be operationally unprofitable with negative net margins. So the Explorer is...
  28. M

    Short-Term TSLA Price Movements - 2016

    My apologies if this comes across as disrespectful or rude. Elon can't get nine women to make a baby in one month. We can't just say EVs are much easier or simpler to build than ICE cars without knowing all the facts. How much time does it take to cast an electric motor housing, machine it...
  29. M

    Short-Term TSLA Price Movements - 2016

    90K M3 delivered or even produced in 2017 would be an incredibly impossible feat to achieve. I am sorry, I am just giving my opinions as someone who has followed the auto industry for a decade. Elon is insulting our intelligence when he throws out numbers like 90,000 in 2017 and 350,000 Model 3s...
  30. M

    Short-Term TSLA Price Movements - 2016

    If you want the price reduced you must be implying the Bolt is overpriced to begin with. How can it be overpriced if GM is most likely losing money on each sale? How can the Bolt be a ripoff if it is sold under cost (negative margin)? Now compare that to a Model S with 25% margins. If they...
  31. M

    Short-Term TSLA Price Movements - 2016

    @Julian, I don't understand why the Bolt has to be knocked down when Elon himself said big auto making more EVs was a good thing. It will not be as good as the Model 3, but that doesn't mean it will not sell or that it doesn't have a place in the market. There are about 9 different midsize...
  32. M

    Short-Term TSLA Price Movements - 2016

    GM was up 3% pre-market after reporting a record year. Now down 3.5%, a 6.5% swing in 2 hours. The market is brutal. GM reports record $9.7 billion earnings in 2015
  33. M

    Short-Term TSLA Price Movements - 2016

    A good leader will be open to criticism. A good leader will not surround himself with 'yes men'. A good leader would also want to be stopped by his subordinates if any of his decisions seem reckless to them. I seriously doubt this is true for Tesla. One of my early posts on this site was hoping...
  34. M

    Short-Term TSLA Price Movements - 2016

    Minor or not I believe the issue(IF there was an issue) is either resolved or Tesla is confident it will be resolved very soon. I doubt they would open up configuration to China unless they are sure they can build and ship them to China within the expected delivery time frame. If there was still...
  35. M

    Short-Term TSLA Price Movements - 2016

    You can't blame the automakers for being reluctant to seriously commit to electric vehicles. Every time Toyota, VW, GM and Ford report their respective quarterly earnings the management must be thinking, "OK, that was good. Let us continue what we have been doing." or "Wow that was a great...
  36. M

    Short-Term TSLA Price Movements - 2016

    Electric drivetrain? The same reason people pay more to buy the Leaf over a Versa. Driving electric may be more important to these people that they overlook the fact a Bolt is based on the Sonic, similar to how driving a luxury badge is more important to thousands of people who buy a Lexus RX...
  37. M

    Short-Term TSLA Price Movements - 2016

    It is impossible to predict what car competes with what other car, two years before either car hits the market. Car buying is mostly an emotional decision, more so than an economical or sensible one. Nothing is guaranteed based on product alone. When the Chevy Cruze was launched in 2010, it was...
  38. M

    Short-Term TSLA Price Movements - 2015

    i have a nagging suspicion that the Model X is the real Tesla killer. Imagine the irony. The real "Tesla killer" has been hiding in plain sight.
  39. M

    Short-Term TSLA Price Movements - 2015

    The 'company owned service center' model will be beneficial in situations like this. It shouldn't cost Tesla a penny since the employees are salaried and there are no parts to be replaced in 99% of the cases. A 3rd party dealer would charge the automaker for labor. 10 minutes per car @ $80/hr...
  40. M

    Short-Term TSLA Price Movements - 2015

    The goal of sustainable transportation can still be alive without Tesla's participation in the bottom price range. Let Chevy and Nissan worry about sub $40K long range EVs. They have scale and profits from other SUV/Pickup sales to carry them over till lower price EVs are are really profitable...
  41. M

    Short-Term TSLA Price Movements - 2015

    The 25% gross margin is for cars sold at an ASP of $100k. Added options have much higher margins than the bare bones car. A S70 sold at $70K will most likely not carry 25% gross margins. Cars sold with fewer to no options may only have a GM of 10% while fully loaded P85Ds may have a GM of 35%...
  42. M

    Short-Term TSLA Price Movements - 2015

    M3 deposit should be large enough and non-refundable to prevent anyone from cancelling because the car is delayed by several months or much pricier than promised. I am thinking $5K to $10$, either non-refundable or a 50% cancellation fee. The Bolt will be in dealerships at least 18 or 24 months...
  43. M

    Short-Term TSLA Price Movements - 2015

    Seems like GM's yet another massive safety recall and Ford's less than stellar 3Q earnings are dragging the entire automotive segment down. - - - Updated - - - Just my opinion that Tesla should no longer project optimistic info. There is a lot beyond their control and the stock gets punished...
  44. M

    Will Tesla Extend the Model S Referral Program?

    I voted "No - But may return in the future" Any reservation after Oct 31 will not be delivered by Dec 31 for outside the US. No point in losing $2K for Tesla if the sale doesn't count for 2015 numbers. They wouldn't be able to cancel it for some countries and keep it going for the US. Even US...
  45. M

    100% drive unit failure rate??

    Could ceramic bearings be causing the problem? Ceramic bearings will not expand or contract with heat or cold. The metal surrounding the bearings will expand when hot or contract when cold and this could mess with tolerances, cause increased wear and lead to noise? IIRC Some older Audi engines...
  46. M

    random chitchat

    Reminds me of Scary movie village parody - YouTube
  47. M

    Will the second row seats fold flat? If so, how?

    I cannot think of a reason why Tesla would not include fold flat 2nd row seats, something IMO is so easy to implement and apparently seems like a deal breaker for many. This after they have informed many reservation holders that the 2nd row would fold flat. No one asked them this question and...
  48. M

    Model X design bad ?

    AnxietyRanger did a good write up on the differences. There are quite a few (longer, lower, nose is pointer, the hood slopes down at a higher angle, the front grill area wil be completely different) and most importantly the falgon wings wont completely close (I kid I kid..) Speaking of the...
  49. M

    Dozens of media outlets misquoting price of the Model X making it seem more expensive

    They are still at it Teslas Model X Will Hit the Streets on September 29 I guess what we still don't know is if 85 watt is the standard battery size. How about this for baseless fud? I was wondering how the falcon wing doors will get the power from. 12v or main pack? If it is the 12v then...
  50. M

    Short-Term TSLA Price Movements - 2015

    Buy on your smartphone and sell on your office PC?:tongue: