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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
pz1975
Active Member
No one here should feel compelled to do this.
Absolutely. I totally understand your point. Just trying to determine basic honesty. I personally would have no problem showing my trades if someone doubted my sincerity, Would like to hear his response.
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Zhelko Dimic
Careful bull
I cant remember the time when Tesla was quiet, that it turned into a positive surprise.I just hope its a positive surprise
Positive stuff gets leaked, or announced by Elon, silence turns into a bad news; that is my recollection from the last 4 years
The real question is: did the guy inhale?
anthonyj
Stonks
When I read something that might move the stock, and no one has posted it yet, I post it here. Positive or negative. Chowdrhy is a mega bull for many years, and I think it’s appropriate to post his newest estimate. We haven’t had much positive news lately, a lot of confusion from Tesla and Elon
I have more in another account
Attachments
Thanks for that! Just seemed your posts contained overwhelmingly negative news. I'm all for posting news that no one else has seen. Don't necessarily agree with your slant on Elon but to each his own.
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anthonyj
Stonks
I personally love Elon. But sometimes he goes off the edge. He doesn’t need to provoke the SEC. He doesn’t need to go on 60 minutes and say that he doesn’t respect the SEC. From a personal standpoint, I root for him! As a shareholder, he can sometimes be a liability.
Mod: There is a thread about electric/battery tools over in off topic. Take this discussion there. I will delete any postings here after this one. --ggr.
anthonyj
Stonks
Beat me to it. My hypothesis: this was all done to spur up more demand and hype to get some more orders in before Q1 ends. I don’t know. This company never fails to entertain me
Carl Raymond
Active Member
I feel like they are conducting a class in politics explaining the difference between left and right. You can pay more and have services staffed by real people, or you can pay less and look after yourself. Choose (collectively).
Good side of the story is now the expectations of further price drop would be really slim. Hurry up and put in orders!
Antares Nebula
Active Member
I don't see anything nefarious or financially foreboding about this.
Probably wise. Still tweaking and figuring things out. At least they are able to move on dime and make quick policy changes, unlike more bureaucratic organizations. Prices on the higher end models (esp S, X) may have been cut too much anyway.
Probably wise. Still tweaking and figuring things out. At least they are able to move on dime and make quick policy changes, unlike more bureaucratic organizations. Prices on the higher end models (esp S, X) may have been cut too much anyway.
Yep, I think putting V3 SuC as a "one more thing" at the Y reveal would have been awesome.
Tesla "we'are closing stores". TMC: brilliant
Tesla "We'are not closing stores" TMC: "Outstanding move"
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It’s this type of groupthink that can be dangerous
Here's my take. Tesla had a chance to look at demand for the various flavors of M3 after the new prices were announced. If you look at Troy's spreadsheet, SR is not particularly popular. SR+ is noticeably more popular, and the more expensive flavors of M3 were well represented too. (note: I strongly suspect the low end Model 3s will see more attention than suggested by Troy's spreadsheet, but the SR vs. SR+ breakdown is likely of value to us). Tesla realized they could bump up the SR+ price and still have a large number of orders for it, and the same was true for the other vehicles. Thus, we have:
* A $35K M3 SR
* A M3 SR+ that will likely still be the most ordered version
* M3s of other flavors that now bring in about 3% more revenue (3% AVERAGE price increase)
* Half the stores remaining open so that the benefit of stores is not lost at this time but at least half the cost is lost. This situation gives Tesla a good chance to see from results how valuable the stores really are and it leaves the door open for a move in either direction.
* No commissions on sales within stores as all sales move online
* An incentive to order before March 18 to lock in lowest prices
* End of quarter incentives in Q2 and Q4 as well as tax credits step down/expire
The biggest negative is that Tesla looks like it can't make up its mind.
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Fact Checking
Well-Known Member
He didn't, for 10+ years and Elon being involved in hundreds of SEC filings he never said a thing about the SEC, because he had no reason to.
What happened is that the SEC, under the Trump administration, for whatever reason decided to attack Tesla and Elon.
And that's not just me the Tesla fan saying it, the SEC's own former senior counsel went on the record explaining that Elon's $420 tweets were legal and fully justified, and that the SEC should not have sued...
Context matters, Elon was asked whether the SEC is censoring him:
Lesley Stahl: Have you had any of your tweets censored since the settlement?
Elon Musk: No.
[...]
Elon Musk: I want to be clear. I do not respect the SEC. I do not respect them.
Lesley Stahl: But you're abiding by the settlement, aren’t you?
Elon Musk: Because I respect the justice system.
Elon Musk: No.
[...]
Elon Musk: I want to be clear. I do not respect the SEC. I do not respect them.
Lesley Stahl: But you're abiding by the settlement, aren’t you?
Elon Musk: Because I respect the justice system.
And there's something seriously wrong with people suggesting that Elon should cow and fake respect when asked whether a U.S. government agency is censoring his speech...
Look, I think the SEC is going to find every legal and illegal tool they can find to attack Tesla and Elon, regardless of whether he is showing respect, and I think counterattack might be a better defense in that situation. Put differently: there's documented evidence that the SEC is breaking the law. Why would Elon faking respect for them help in any way? They'd just use another excuse.
Elon's answer brief to the SEC's motion is due later today, we'll have a chance to reevaluate the strength of their legal position.
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