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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
And in other news, this looks like a development mule!
MartinAustin
Active Member
I'm still hoping they can figure out how to get the "laser windshield wiper patent" productized
The reason your prediction did not age well was because you made the classical mistake of assuming linear growth instead of thinking exponential when it comes to Tesla growth.
/s
larmor
Active Member
Got a text message for 3750 discount for model three or model Y, if delivery before the end of the year, suggest either more incentives coming, or as in the past when they have offered an incentive/discount, a new product line or improvement is coming. With the advent of the semi and the cyber truck on the horizon, I still am curious to know how they are getting That range with those size vehicles. Of course, a larger battery would do it but that is heavier and a detriment to any EV. Perhaps the incentive is being given because next year‘s model three and model Y would have smaller batteries or have a similar size battery and longer range?
Todesbuckler
Member
11,670 insured units in China.
History:
Tesla MIC 31 Oct-6 Nov: 11,195
Tesla MIC 7-13 Nov: 13,939
Tesla MIC 14-20 Nov: 14,366
Tesla MIC 21-27 Nov: 16,121
Tesla MIC 28 Nov-4 Dec: 11,670
China insured units from 31 Oct-4 Dec: 67,291 units
Retail sales in October: 17,200 units
Quarter-to-date retail sales / insured units: 17,200+67,291= 84,491 units
(One day in October is counted twice, so around 2k units less: 82,500 units)
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For context, this rounds up to what was "expected":
Don't think we can draw too much conclusions from this, neither should we. Short term data is so much noise, rather look at yearly numbers and add our own understanding of the technology, the people, the competition etc.
The incentive is for you not to wait around until Jan 1 when the IRA tax credits kick in. Looking to move 4Q production.
Based on Rob's calculations, there were 16k of inventory from previous month shipped or sold in China for NOV, that was how they got to 100k. So with that massive inventory draw down and they were shipping cars like crazy, they most likely ran out of inventory near month end for China. Plus severe lock downs climaxed as well.
I’m surprised this article doesn’t spark a +4.5% pre-market rally 1 Electric Vehicle Stock to Buy Hand Over Fist and 1 With Serious Red Flags | The Motley Fool
Oh yeah, it only works the other way
Oh yeah, it only works the other way
Maybe Troy is indeed a Tesla bear. Why do people pay him to see some numbers that change all the time?
I do not think the FUD will diminish while media, including TV, radio, newspapers, social media, plus investment banks etc...all depend on revenue from advertising while politicians all depend on political contributions. Those activities are funded in turn by oil and gas, automakers and financial services.
FUD will not slow while all those forces are aligned. OTOH, FUD alone will not stop Tesla nor SpaceX. No question that share price volatility will not slow, but the only real risk for investors is selling or speculating. Both of those can be highly profitable and FUD actually can help them. Now that the SEC classes short sellers as investors FUD is encouraged by short sellers themselves.
In short, FUD is structural and rules against those practices are largely dismantled in the US.
Why would people pay for disingenuous and faulty data analysis based on circumspect methods , Unless those paying patreons are shortzees and bears .
Remember the Patreon beggars play the tunes their donors pay them for .
Bad juke boxes.
So yet another Tesla specific problem that is actually impacting manufacturing and hiring across the entire Western World.
Obviously EM is to blame here.
Interesting that Rob Maurer really downplayed Tesla response last night. Sounded to me that he really doesnt believe what Tesla China said.
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