hyperionmark
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Re: TSLA corporate outlook

Fri Feb 23, 2018 12:04 pm

Tesla up about 17% over the last couple weeks. Still boggles my mind that people short this company.

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dgpcolorado
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Re: TSLA corporate outlook

Fri Feb 23, 2018 12:40 pm

GRA wrote:
hyperionmark wrote:That move to game the system is very savvy. Great for customers and likely good for their bottom line as well.

Yeah, it may help stave off defections to Bolts or other longer range BEVs, although it will undoubtedly piss some people off. But they really need to get as many of the SR variants out to customers while the full credit applies, so I expect this will largely be seen as favorable by the majority.
There are some reports from Canadian Model 3 reservation holders that their estimated design studio windows have been moved up, even as USA reservation holders were pushed back a bit. There is some speculation that the move might be to delay the delivery of the 200,000th USA Tesla until July 1, although nobody outside Tesla really knows. Even if they do manage to delay the tax credit phase-out another quarter, it does seem unlikely that many, if any, will get the full tax credit on the SR. It does seem possible that many will qualify for a half credit on the SR.

"First Production" Model 3 orders for some USA non-owner reservation holders, who waited in line the morning of March 31, 2016, have opened up the last few days, somewhat ahead of the previous estimates.
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edatoakrun
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Re: TSLA corporate outlook

Fri Feb 23, 2018 2:19 pm

dgpcolorado wrote:... There is some speculation that the move might be to delay the delivery of the 200,000th USA Tesla until July 1...to delay the tax credit phase-out another quarter...

Does anyone really think it would be wise for TSLA to make another declaration of its utter dependence on government subsidies?
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GRA
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Re: TSLA corporate outlook

Fri Feb 23, 2018 3:35 pm

edatoakrun wrote:
dgpcolorado wrote:... There is some speculation that the move might be to delay the delivery of the 200,000th USA Tesla until July 1...to delay the tax credit phase-out another quarter...

Does anyone really think it would be wise for TSLA to make another declaration of its utter dependence on government subsidies?

As opposed to every other AFV company's dependence on same?
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edatoakrun
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Re: TSLA corporate outlook

Wed Feb 28, 2018 5:39 pm

Latest report at the tesla-tracker shows model 3 production in decline this week, for the first time since 9/17.

https://www.bloomberg.com/graphics/2018-tesla-tracker/

IEV's delivery report tomorrow AM may be interesting.
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Nubo
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Re: TSLA corporate outlook

Wed Feb 28, 2018 7:50 pm

edatoakrun wrote:
dgpcolorado wrote:... There is some speculation that the move might be to delay the delivery of the 200,000th USA Tesla until July 1...to delay the tax credit phase-out another quarter...

Does anyone really think it would be wise for TSLA to make another declaration of its utter dependence on government subsidies?


Seeing as how the phase-out has always been baked in to the tax credit and has been known for many years, "utter dependence" would suggest Tesla has always planned to liquidate after 200,000 vehicles. Even for a Tesla short, that doesn't seem reasonable.
I noticed you're still working with polymers.

edatoakrun
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Re: TSLA corporate outlook

Thu Mar 01, 2018 9:11 am

2,485 total model 3 sales in February as reported:

https://insideevs.com/february-2018-plu ... port-card/

edatoakrun wrote:Latest report at the tesla-tracker shows model 3 production in decline this week, for the first time since 9/17.

https://www.bloomberg.com/graphics/2018-tesla-tracker/

IEV's delivery report tomorrow AM may be interesting.
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hyperionmark
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Re: TSLA corporate outlook

Thu Mar 01, 2018 10:10 am

Like clockwork, stock is down and Ed posts. At least you are predictable, Ed.

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jlv
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Re: TSLA corporate outlook

Thu Mar 01, 2018 11:47 am

edatoakrun wrote:2,485 total model 3 sales in February as reported:

Truly terrible that they outsold every other plug-in in the US.
Last edited by jlv on Thu Mar 01, 2018 12:52 pm, edited 1 time in total.
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RegGuheert
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Re: TSLA corporate outlook

Thu Mar 01, 2018 11:59 am

jlv wrote:Truly terrible that they outsold ever other plug-in in the US.
OTOH, worldwide it appears the 2018 Nissan LEAF may have outsold ALL 3 Tesla models added together during its first month of sales in the US and Europe. If not, it should be close.
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