Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[HG Wells]

Possibly important.
No its VERY important !

There have been virtually NO model 3 inventory in the US for the past few months.
Tesla has just listed 87 units as being available.
Only 2 have less than 100 miles on them.
They are selling off the DEMO's !

In less than a day they are down to 41 demos. Only one has less than 100 miles.

 

[Curt Renz]

MarketWatch - 2 hours ago: Tech innovation is changing the world, and this fund manager has big bets on how it’s going to work

Wood: Autonomous-taxi networks (draw on robotics, energy storage, and artificial intelligence.) So when it comes to a stock like Tesla, who should be following that? An auto analyst should not be following Tesla. A combination of analysts like we have here, expert in robotics, energy storage, artificial intelligence, and transportation systems, should be following it.


Zacks - 3 hours ago: Tesla: The Year It Finally Meets Management Goals

Take Away: The company is finally meeting management’s excessive goals, and the share price is beginning to reap the benefits as the short-seller slowly exit their positions. This stock still has upside potential with the ahead of schedule Gigafactory 3 in Shanghai being a significant catalyst.

 

[Etna]

GF4 gonna be friggin' 'uge

This map is interesting because it's only that first half of GF4 that is expected to ramp up to 500,000 per year according to Bild.

If they proceed with the other half, GF4 capacity could potentially reach one million cars per year and pass VW's plant in Wolfsburg , currently the largest in the world.

That big empty space in this map has significant implications.

 

[willow_hiller]

In less than a day they are down to 41 demos. Only one has less than 100 miles.

Interesting to note that all of the demo models for sale in the DC area have FSD included. It's relatively rare to see FSD on the inventory page.

 

[TheGrimSweeper]

Barring any unexpected disappointing Q4 results, it's hard to see any negative momentum for the next long while.

Too many things are coming too quickly down the pipe.

Shanghai pumping out Model 3's.
Model Y's starting delivery.
Battery Day
FSD next year?
Then GF4 and Cybertruck in 2021.

Tesla has a pretty packed launch schedule for the next 2 years.

I didn't even include the Roadster or Semi which are just bonus.

 

[Pezpunk]

Barring any unexpected disappointing Q4 results, it's hard to see any negative momentum for the next long while.

Too many things are coming too quickly down the pipe.

Shanghai pumping out Model 3's.
Model Y's starting delivery.
Battery Day
FSD next year?
Then GF4 and Cybertruck in 2021.

Tesla has a pretty packed launch schedule for the next 2 years.

I didn't even include the Roadster or Semi which are just bonus.

add to this a lack of peanut-gallery drags that have weighed on the stock in the past, like the pedo comment and SEC shenanigans. Some might feel those kinds of things are irrelevant to the stock price, but having clear air to talk about the cars and the company without every Tesla article also mentioning Elon being sued for defamation, or being the subject of an ongoing SEC investigation, or whatever, is a tangible improvement.

 

[AudubonB]

Not a good idea, would cause a right pickle.

Mayo or may not but am looking forward to it with relish.

 

[copyhacker]

Mayo or may not but am looking forward to it with relish.

I vote we move on from this topic.

It’s a nothingburger.

 

[copyhacker]

Is it just me, or did anyone else giggle at the fact that Tesla is slipping their biggest Dong straight into Germany right at Q4 close?

Must be about time to reveal the D.

 

[AlMc]

If true, then I will 'assume' three things: First, additional Q4 deliveries from CGF are not needed to make total yearly of 360K deliveries. Second, priming the pump for a solid Q1 2020 as Nl has a drop off. Third, they are delaying deliveries from CGF to defer depreciation of CGF from Q4 to Q1 (smart), RayTesla️ on Twitter

 

[NicoV]

NL will be around Q3 total tomorrow: EV registration statistics for The Netherlands, Norway and Spain

 

[MarcusMaximus]

I vote we move on from this topic.

It’s a nothingburger.

I dunno, there’s some meaty discussion here.

 

[AudubonB]

Cease!
Says who?
Sesame.

 

[Tslynk67]

Well the first half an hour of trading today was great, but since then, meh!

 

[copyhacker]

Taycan EPA range is out and...yikes.

Wow. The Model X Performance beats this. Would probably beat it while towing a Taycan, in fact.

 

[RobStark]

Projecting where the network will be in 3 weeks ain't that hard.

 

[Lessmog]

Cease!
Says who?
Sesame.

Cheezus, when will people tire of crackering such (artificial)jokes?

 

[Zaxxon]

Cease!
Says who?
Sesame.

Seriously, folks. Don't make Lord Vetinari ketchup to you and kick your buns.

 

[kbM3]

Barring any unexpected disappointing Q4 results, it's hard to see any negative momentum for the next long while.

Too many things are coming too quickly down the pipe.

Shanghai pumping out Model 3's.
Model Y's starting delivery.
Battery Day
FSD next year?
Then GF4 and Cybertruck in 2021.

Tesla has a pretty packed launch schedule for the next 2 years.

I didn't even include the Roadster or Semi which are just bonus.

My worry for downward stock pressure would be if they warn about a weak Q1 in the delivery report, or Q4 results.

On the plus side you missed a big one. IIRC Elon guided for 1k/ week Solar Roofs in Q1 ramping rapidly to 10k / week.

 

[MarcusMaximus]

Seriously, folks. Don't make Lord Vetinari ketchup to you and kick your buns.

He’ll boot you all the way back to Worcestershire!