Short-Term TSLA Price Movements - 2016

[sunhelm]

Looks like a tsunami warning of the financial kind has just been issued...

 

[JBRR]

Elon Musk on Twitter

"Would also like to correct expectations that Tesla/SolarCity will need to raise equity or corp debt in Q4. Won't be necessary for either."

This is big news is it not?

 

[Mario Kadastik]

I think the tsunami warning was when Elon stopped the discounts and said best quarter ever. This now was the pre-shake of the major earthquake that will cause the tsunami. This is a one-two slap in Wall str face right now

 

[PaulRocket]

I'm guessing the unexpected product announcement might be autopilot sensor suite 2.0. They stopped production for the first week in October and might have upgraded the autopilot sensor suite.

 

[anon]

I can't remember who suggested it, but one forum member noted a few weeks ago that success in obtaining financing for existing Solar City projects, even at somewhat unattractive rates, could provide all of the cash that Tesla needs without a new capital raise. I wonder if that's what Elon is now expecting?

 

[geneclean55]

He is going for it!

 

[EinSV]

View attachment 198041

No cap raise in Q4 --

WOW!!

 

[Fallenone]

Three questions, I'd appreciate some opinions.

What is the plant expansion for? It's clearly not for the early part of the M3 ramp. Any impact on the SP?

What will the SP be when Fremont is spitting out an M3 every 20-30 seconds and the Gigafactory is producing 25-50 gwh per year of TE products?

Will that be in 2017 or 2018?

Does the increase in the base price mean that an upgraded AP HW announcement is imminent?

Thanks!

I do think the expansion is for Model 3. Maybe not the ones next year but they are preparing for the ramp. Factory tours show the current Fremont plant is almost full. And the expansion is just plan now, it takes time to get approval, build the exterior, fill the interior, test the machines, etc. A bit over a year of lead time is not that long.

 

[JBRR]

 

[Gerardf]

Also mentioned here..

Tesla CEO Elon Musk announces unexpected product unveiling Oct. 17th & Tesla Solar City Event Oct. 28

 

[Runarbt]

No capital or debt raise! Stock is going to go crazy on Monday!!!

This wasnt what he said. Its not necessary, but if it is smart to speed up it will be done. Weigh pisitives vs negatives.

 

[Fallenone]

Great news on the two new tweets! Definitely fall into real upside surpries!

 

[sunhelm]

If no debt or equity raise, what could it be? Self-funding from TE/TA revenue + additional capital commitment by Panasonic?

 

[EinSV]

No cap raise in Q4 is really incredible news. Better margins on S/X plus TE ramp?

 

[Maddin0r]

Both tweets are having a lot of long-term steak I guess...
I love Tesla for always giving us unexpected presents

 

[geneclean55]

Bear trap?

 

[vgrinshpun]

I can't remember who suggested it, but one forum member noted a few weeks ago that success in obtaining financing for existing Solar City projects, even at somewhat unattractive rates, could provide all of the cash that Tesla needs without a new capital raise. I wonder if that's what Elon is now expecting?

It was suggested by @neroden.

Another possibility is offtake agreement related to TE with large upfront payment by the buyer in return for a large discount.

 

[drinkerofkoolaid]

So, about the 白酒 and Ghost Peppers?

@Tenable

 

[Gerardf]

First pie-in-a-wallstreet-face for GS tomorrow ?

That analysts rating is about to get even much worse (not that it CAN get much lower)
David Tamberrino : Ranked #3,978 out of 4,190 Analysts(#9,202 of 9,650 overall experts)

Great start for his first TSLA analyst report.

 

[Matias]

No capital or debt raise! Stock is going to go crazy on Monday!!!

To be exact, he said no capital raise in Q4.