TSLA corporate outlook

[DaveinOlyWA]

This is good

https://www.cnbc.com/2019/08/30/china-w ... riffs.html

[iPlug]

Tesla is going to be making most of their vehicles in China for that market, at least the by far most popular Model 3. So the impact of tariffs would be mitigated greatly either way.

[GRA]

IEVS:

How Will Tesla Insurance Manage To Be Cheaper Than Other Policies?

https://insideevs.com/news/367849/how-w ... e-cheaper/

[GRA]

ABG:

Judge says Tesla board must face trial over Musk's mega-pay package
A shareholder lawsuit says the CEO will be 'unjustly enriched

https://www.autoblog.com/2019/09/21/tes ... y-lawsuit/

[EatsShootsandLeafs]

Stock getting hammered today, down 5%+ currently. Not sure how much of this is due to sketchy Solarcity stuff or just insistence on being unprofitable.

It's going sub 200 before it sees $300 again--if it ever does. Demand has crated on the model 3.

https://articles2.marketrealist.com/201 ... eliveries/

Earlier this month, InsideEVs reported that according to its estimates, Tesla delivered 13,150 Model 3 cars in the United States in August. In comparison, it delivered 13,450 cars in July and 21,225 cars in June.

[palmermd]

it is getting hammered today due to the uncertainty in the china market due to the implosion of NIO, and their blaming it on the china market rather than on their business model. Rightly so, it makes investors a bit nervous. I don't think that the EV market is cratering as you say. The entire auto market is, and the EV share if following along, but Tesla sales are strong in relation to the overall auto market, which is a good sign. I don't think we will see $200 again before $300 unless there is a general market crash that brings it down with the market as a whole. I think the attempted market manipulations with TSLA are about over and that the stock should settle down. I believe it will remain more volatile than most, but less volatile than it has been.

[EatsShootsandLeafs]

it is getting hammered today due to the uncertainty in the china market due to the implosion of NIO, and their blaming it on the china market rather than on their business model. Rightly so, it makes investors a bit nervous. I don't think that the EV market is cratering as you say. The entire auto market is, and the EV share if following along, but Tesla sales are strong in relation to the overall auto market, which is a good sign. I don't think we will see $200 again before $300 unless there is a general market crash that brings it down with the market as a whole. I think the attempted market manipulations with TSLA are about over and that the stock should settle down. I believe it will remain more volatile than most, but less volatile than it has been.

I did not say the EV market is cratering...

[palmermd]

My typo. I meant to say model 3 market is not cratering but is following the general auto market which is going down.

[EatsShootsandLeafs]

My typo. I meant to say model 3 market is not cratering but is following the general auto market which is going down.

Perhaps, but everyone else is not falling as precipitously as the model 3 has, seemingly.

Really, if we look further out we can see that model 3 demand cratered last year/start of this one. Conversion of reservations to actual sales was poor, and in no time at all tesla was able to meet demand, with very short lead times on sales.

Stock down over 7% now.

I don't believe Tesla can hit $300 again without actually providing a profit and realistically guiding toward it being consistent. They are out of good will from all but the most fervent believers.

[GRA]

ABG:

Elon Musk allegedly pushed SolarCity deal despite major cash crunch
Lawsuit alleges Tesla board breached its duties to investors by approving it

https://www.autoblog.com/2019/09/24/tes ... city-deal/