Short-Term TSLA Price Movements - 2013

[ItsNotAboutTheMoney]

Tesla Motors may not advertise through the traditional media, but today I received an offer through email to test drive a Model S this weekend in Chicagoland. Tesla emailed to me similar ads on July 31 and October 9. I assume I’m on their mailing list as a shareholder without a Tesla car. So as some posters wonder about international expansion in light of supply constraint, I might wonder about this type of domestic advertising. The implication is that either demand is slowing, or that supply constraints are expected to alleviate.

I really wouldn’t worry about demand, since the company could implement a wider form of advertising. It may be hard for TMC members or Californians to believe, but a great many Americans are still unaware of Tesla Motors and its cars. I was unaware until receiving a tip in January and performing research which resulted in my share purchase. Monday I received a photo from a high school 1963 classmate and car enthusiast in Delaware seated in a replica 1927 Ford Roadster he had made (see image below.) I mentioned Tesla, and he responded, “I’ve seen some info on them, but not much.”

During the eighties I lived in Palo Alto and friends tell me there is a Model S on nearly every block. That certainly is not the case in the rest of the country. Not even close. Word of mouth can take a while to traverse a continent. I see much untapped demand. If Tesla is sending email ads to people like me, my suspicion is that supply constraints are expected to alleviate, but that Elon did not have sufficient proof to give analysts during yesterday’s conference.

I think you're reading way too much into it. E-mail is very cheap. You are a potential high-value customer. Maybe they identify you as a good ambassador. So they sent you an e-mail.

 

[sub]

unless they pushed the car from the Washington fire to a new location while the fire was being put out, it's not the same car.

 

[Jack6591]

Looks like it could be the Washington fire from a different angle.

No it doesn't.

 

[AlMc]

No it doesn't.

Washington fire was at an intersection. This is on 'shoulder' of a main road.

 

[sub]

If this fire is legit and this news comes out tonight/tomorrow I'm not feeling good about TSLA.

 

[MikeC]

Damn it just keeps coming. I guess we don't know if there was an accident?

 

[electrictorque]

Damn it just keeps coming. I guess we don't know if there was an accident?

yeah not much info at this time. I got this from the yahoo message board. when it rains it pours.
not looking good at all specially right after a 15% drop. this may cause another 15% drop.

 

[sub]

Hard to tell from the picture.

edit - Another potential fire sale before the end of the week, get your cash ready.

 

[Curt Renz]

I think you're reading way too much into it. E-mail is very cheap. You are a potential high-value customer. Maybe they identify you as a good ambassador. So they sent you an e-mail.

A poster in another TMC forum indicates that such email ads are sent to not only shareholders, but also to those who already own a Tesla car. My point was that Tesla is doing a form of advertising, and the implication could be that supply constraints are being alleviated. They wouldn't want me as a sales ambassador, if supply cannot meet demand for the foreseeable future.

 

[DaveT]

The tweeter said happened today, 6 November south of Nashville at 130

Geeez. Right when we needed another fire. I hope there's a good story behind this.

 

[TSLA Pilot]

unless they pushed the car from the Washington fire to a new location while the fire was being put out, it's not the same car.

Concur; different wheels (21" here) and color (blue?).

Wish I had more cash available to buy more after this next TSLA price drop/sale; in a few months none of this will matter as TSLA marches past $300 . . . .

Sigh.

 

[Raffy.Roma]

Geeez. Right when we needed another fire. I hope there's a good story behind this.

Tomorrow Lauren Fix will start screaming again against Tesla on Fox. Problems are coming.

 

[AlMc]

DaveT, Curt, Sleepy or Cap Oppotuniust: Another fire :cursing:....what do you see happening tomorrow with TSLA?

I am not worried about the fire...what about the market?

 

[juan]

Interstate 24 (@TNinterstate24) on Twitter

I don't see any incidents of a car fire on the Tenn I-24 twitter.

 

[Raffy.Roma]

@AIMc

IMO we should first worry about the fire. Has somebody got hurt? That's the main thing.

 

[AlMc]

@AIMc

IMO we should first worry about the fire. Has somebody got hurt?

Sorry. Since this an investor thread I was looking at the situation from an investor''s perspective. You are obviously correct that there is a bigger picture here that I neglected to consider.

 

[Raffy.Roma]

Sorry. Since this an investor thread I was looking at the situation from an investor''s perspective. You are obviously correct that there is a bigger picture here that I neglected to consider.

Thank you. Nice to know that you agree with me.

 

[AlMc]

Thank you. Nice to know that you agree with me.

It has been so dismal with TSLA the last couple days that I find myself too focused on the smallest things that might negatively impact the stock. Probably should turn off the computer and have a glass of wine and hope that there were no injuries. From the look of the picture it appears the cabin is intact and that the fire appears to have been isolated to the frunk.

 

[ckessel]

Even if the fire is due to reasonable circumstances, it's going to blow a hole in the "safer than an ICE" argument. We're rapidly approaching parity for the "per miles driven" comparison and I'd guess if it's "per miles driven on a car less than 1 year old" then Tesla is going to be on the wrong end of that stat. Even as an owner and investor, I'm no longer sure that an EV is really better (or worse) on the fire angle.

 

[Raffy.Roma]

@ckessel

IMO the Model S should be safer than an ICE by definition. If this is not the case maybe a redesign of the battery pack should be at least considered.