Definitely agree with you that the new and more affordable leasing option is going to grow the addressable market for the Model S and X.
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Definitely agree with you that the new and more affordable leasing option is going to grow the addressable market for the Model S and X.
Chickenlittle
Banned
Doubt it. The Nevada site to fully supply Fremont with continued current levels from Panasonic. Next factory, per musk to be in China so it would make more sense for Asian giga factory than California. Opportunities don't always come around again.
jhm
Well-Known Member
It's kind of pathetic how jilted California acts about the Gigafactory. In actually, the Sparks location is near the California border. Any economic boost to the Truckee-Reno region will be shared between California and Nevada. Moreover, California taxpayers are not on the hook for any of the government incentives needed to bring this economic benefit.
So it would not hurt for California politicians to recognize what a good deal the state has in the Sparks location and express some gratituded and enthusiasm for this. Moreover, they should be angling to land the next auto manufacturing factory. Leveraging the proximity of both Fremont and Sparks could make the Sacramento area very attractive. (I have family in that part of the state, so I am a bit partial to it. My family was so proud to show me the Tesla store in Rocklin just miles from where I grew up.)
chickensevil
Active Member
Hey, thanks for this, I will be putting this data into my graphs in the other thread hopefully today/tonight. I have had a rather busy weekend and didn't get the chance to get it pushed out there.
Thanks for this.
An interesting note is that Daimler probably had a synthetic short of some kind given the average realized price of their exit on Oct 17 (quite possibly indirectly through options, in which case some counterparty was short in lieu). Since they exited that position, the short probably expired as well so the next short report may be lesser by 4-5mm shares from that.
It's interesting that neither the @elonmusk nor @TeslaMotors tweets have anything to say about the new US Bank leasing program. While Elon posted a blog Saturday about the leasing on the Tesla Motors website, the only Tesla Motors tweet since then was about Superchargers, while Elon's two tweets were about SpaceX and his visit to a pancake restaurant. Inspection of the Tesla Motors website indicates that there has been no press release about the new leasing program.
Perhaps Elon wants the leasing news to slowly percolate through the media and the cadre of stock analysts. He may now prefer a slowly rising stock rather than one that jumps and then trips. His tease about the D event backfired. A comfortably steady gain in share price would be a better hook for enticing top level professionals into the company, since much of their compensation would be related to shares and options. A measured pace of understated news may be the new normal.
The Blue Owl
Endangerous Herbivore
MartinAustin
Active Member
Is this another reference to domestic sales? Tesla continues to produce and ship more cars every week.
Seems like this headline is hitting lots of newswires and spinning that Tesla is offering new sales incentives (new US Bank lease) because of this. Still funny how folks don't understand the wholistic picture of being production constrained and delivering to more markets outside of the US.
chickensevil
Active Member
So dumb... I would buy on this dip expecting the stock to pop back up, maybe even pop today once people realize how dumb this news is...
FredTMC
Model S VIN #4925
jhm
Well-Known Member
I get the feeling this market has lost the ability to respond to Tesla-specific developments. It seems very disconnected at the moment, and has been since at least the Autopilot/D announcement. If anything, I think shorts should be worried because so many positive developments have not been priced in.
MartinAustin
Active Member
anticitizen13.7
Not posting at TMC after 9/17/2018
This doesn't make any sense to hear from Wards. Tesla does not report monthly sales figures, and the Q3 earnings report isn't out until next week.
How did they arrive at 26%? Off 26% in what geographic region? All I'm seeing is a bunch of tweets and re-tweets, with no links to an actual article.
It's amazing that market entities will panic sell on unsubstantiated news. Actually, this doesn't even qualify as news now that I think about it: it's rumor and/or market manipulation.
more gibberish.
fwiw, re very short-term trading, you may want to bear in mind that Consumer Reports is releasing it's reliability survey results in about a half hour per tweet linked below. While I think it's quite unlikely to have long-term significance, if survey results from public force CR to remove their Model S recommendation, I would expect the FUD machine to run with it.
Consumer Reports (@ConsumerReports) | Twitter
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