Thursday June 28, 2018 Share on TwitterShare on Facebook2:42:09 pm Tom RandallSenior Reporter tsrandall Tesla's Trend Rate Jumps to 4,500 New data coming in during the last 24 hours has boosted Tesla's weekly production rate to about 4,500 in the Bloomberg Tracker's Trend forecast for next week. Source: https://www.bloomberg.com/graphics/2018-tesla-tracker/
Trendrate is not relevant, REAL production is. And that's not 4,500 but 3,398. 4,500 is 32% more than reality and based on wishful thinking.
A trend rate of 4500 right now, run continuously is 4500 per week (>200,000/yr). Any continued improvements in the process increase the number.
hope u closed those putz lol. you guys posting employee remarks as if its news; do you actually think it influences the equity price or changes opinions? i realize i'm replying to someone with vastly different experience levels; but even when i was green at this i did not waste my time like many of you guys do.
I did this morning, at $348. Small position, small profit. Now got new Puts open. I'll take employee remarks over your favorite analyst's estimates any time. Posting it for info only. Hope it didn't irk you too much. Speaking of wasting time, why are you here at a trader's forum when you are a buy-n-hold investor? We will see in a few months who's right about TSLA. Here's another interesting piece of info. Since you are an experienced trader and investor, I'd like to know your take on today's close and Monday's open and close.
"a friend of mine booked his $tsla Model 3 about a month ago. At that time, he was told he would have to wait for 18 months to get his M3. Earlier this afternoon he was notified that it's READY to pick up. Not sure what's going on exactly but this is quite impressive" What it shows is that there are very few orders in the current 60+K luxury range. That is why I don't believe they can keep up making 4K+/week production unless they start to make the much less profitable cheaper cars. Where the losses start to pile up again...
I was not asked but will say that todays close will show who has stronger hand. Or another way to put, who has greater risk to hold over w/e? Shorts who risk EM spin machine and possible production data release? Or bulls? 346.07 as I type. A fools game to guess...I say higher. I think the hidden hand of the market be suppressing mid day price
It's a shame bloomberg cant factor in what 3 "employees" said about production into their model. (But Reuters sure can pump that through my news feed four times over past 10 minutes)
I think this is what's going on: "I believe the objectives are to create the appearance of high demand for highly optioned vehicles. In particular, Tesla has made it clear that they want to maximize the *reported* gross margins, cash flow, and average sales price, numbers that they consider to be essential to raising capital. In the next two quarters only, by hook or by crook. They don't care what happens after that. If that exhausts demand and doesn't maximize profit for the top end M3, they don't care."
I'd say $40ish day low. $42 close. (without intervention from the Tesla Team, if you know what I mean.) I believe Tesla employee's figure: 4200 model 3s a week. I don't see why they would lie about something like that. UPDATE: Closing out my Puts @ 343.73. I think the Tesla Team intervened