I will take 215.01 - it is working out ok so far today. sitting on short puts @ 215.
My weekly put sold for next week is @ 210 but they repriced the options due to the now July 31 earnings date. Stuck there for the time being. Options are pricing in a possible 10-15 move. I think we settle in at 220-223 through earnings and then funds and others start to decide what to do longer-term.
They appear to have been wanting to take down a supply plane. Apparently, a mistake of some sort.
They seem to want to do it so they can have Roadsters use the SuperCharger network - I guess that makes them more valuable? But to get that,there will be a cost in the $15K or more range for a pack and charger inverter swap.
Signature is basically a limited edition P85+ with special options. A vanity choice, perhaps. Being first (think of the fast-pass lines at amusement parks) is worth paying more for some people. I waited two years to buy my Volt, bought a 1-year old model and saved a bundle. I did not want to be first - but rather frugal. That is the whole point - sustainable transportation.
That is for the fuel. They have to also repeal import taxes. Buying say a Tesla or Leaf in Australia is quite expensive.
I think something is wrong with the shipping logistics to Hong Kong. Apparently, some cars are built and waiting for shipping. Cars are built (the Vin #s are in the 37xxx - 38xxx range and cannot be sold until they reach HK and delivered sometime in september. I thought the empty boats going back to China and Hong Kong would be easy to secure? Logistics are important for far-reaching customers. Fix the logistics and they may be able to sell more to HK once the first units hit the shores and get through the time-consuming import process.
Reservation #39 in HK says
"Just spoke with my DS, my car’s expected delivery is the first week of Sep. The car is currently waiting for shipment from Cali. A bit of anti-climax, and hoping this is the D-date set in stone. Would not be hugely surprised if this is moved back slightly (hopefully not!)."
#60 signature says:
"Just had a bad conversation with Tesla HK. Basically they confirm that they don't deliver base on sequence number, so there is absolutely no point to make early deposit. I also had an English class by learning "In transit from factory" actually means sitting in warehouse.
My car is still in USA waiting to be shipped. This is really fxxked up! "
Lines are said to be able to produce either MS or MX. The result of tooling is to allow either based on demand. Source, someone who works there (not a high up). Like Hamtramck at GM, where the one line produces Volts, Impalas and ELRs. Impalas are a different chassis platform.
What I have to imagine is during the ER, they make a point of saying they will be making production beta prototype MX models for fall test drives and gallery viewing, This allows finalization of AWD configuration and maybe even a few signature deliveries by year end. Musk will get another checkbox on his options allocations.
Just got qualification the plant will be down two weeks for MX retooling. Some parts still will be running. I also got a number of how many behind schedule but the shut down is needed to get ready for MX. Somewhat bullish. This is why I believe some markets are getting pushed back for delivery. I still think they should favor those in areas like Hong Kong and Australia who ordered long ago, but that is not how it seems to work. Appears go be favoring those they can build and deliver by end of Sept.
Line is going to be down from this weekend until about august 4, sounds like, two weeks. But if the line does take a bit longer, they will have already done the release. I guess there is a chance they keep retooling after Aug. 4.
Them being EVs? Why would anyone buy anything other than a Toyota Camry or Chevy Malibu? All have four wheels. It's the variety, the hobby of it all. The smooth acceleration of an EV and good torque is kind of nice. Slight fuel savings, but if you fuel at home with electricity, it's about 1/2 that of a 40mpg car. To be different. To try something new.
Why would people go to Disney World and not just watch Disneyworld DVDs on tv?
Short term, for sure. More people were affected in marketplace bombings by terrorists on the ground last week in the middle east than the rogue militant guy with a SAM in the UKN. Tragic, all of them. No need for any of this.
They couldn't go into ER at $240, of course not. This is a good spot to go into the Q2 ER with. 220 or so is midpoint between the recent low at 183 and 265 top.
They also toute him as being "most right" about Tesla. He said that H1 would be slow but stuck by the 35K annual guidance. he is buying into meeting an average of 10,500 per Q3 and Q4 each. Maybe 9500 and 11500 due to plant closure and some delays. That Q4 will be some tough stuff to pull off.
Held. BNP was in with 7MM in Q3, then out entirely in Q4 and back in with 11MM in Q1. What will be seen after Q2? I bet either half sold or more.
No, it is inventive. They turned the E of the Tesla logo by 90* and got a III symbol. Funtastic! I bet one of their college interns figured that one out.
I searched Google for "disgraced analyst". Came up with Henry Blodget. All Henry did was recommend AMZN like crazy before it crashed. I see no difference with Jonas' antics now should Tesla find reality.
Big announcements like:
- battery swap stations coming online by Q4 2013
- Model X first production late 2013
- Gigafactory groundbreaking in two sites June, 2014
Any more that I missed?
Raised $2B for a $5B plant. I guess the renewables have to wait. Just like the solar canopies at the superchargers are not yet there.