1/1/2015
guest Wanna bet ? I would not be surprised at a +10% jump ...volume was quite high lately, i feel a short squeeze coming. Makes me smile, remembering Elon saying on that topic: "Shorts are gluttons for punishment".. yes this will hurt.�
1/1/2015
guest The value of all powertrain agreements so far was given as ~$280 million. So the Daimler agreement is $300 million to $2.8 billion. Give or take.:tongue:
BTW, the MB Smart EV is switching to another battery supplier, Evonik :
2013 Smart ForTwo: Fresh Styling, New Electric Drive Model
TM design, or something else? WUWT?�
1/1/2015
guest This will be a cauliflower free day, I think.
TSLA up 12% at open.�
1/1/2015
guest Understatement.....�
1/1/2015
guest Nice. 8^D�
1/1/2015
guest I bought after the massive sell off by the Abu Dabai guys, so my investments sitting at $36 (after trading costs).... so this jump is only make my red look a little less red! Oh wells!�
1/1/2015
guest Yeah, I don't think anybody saw the dip going into the high $20, low $30s.�
1/1/2015
guest Some people did....:wink::biggrin:�
1/1/2015
guest And really really glad to have done so. It was just too much of a sale to ignore.�
1/1/2015
guest Stock is gonna go thru the roof! It's off the hook now fanbois n girls�
1/1/2015
guest have some at 22$, bought more at 29.9. Now for the short squeeze!�
1/1/2015
guest Sticking it to the shorts eh!�
1/1/2015
guest Bouncy, bouncy.�
1/1/2015
guest Not the right day to ask, but does anyone think another such sale is coming? That is, will some news break, bringing Tesla down below $30 again in the next couple of years?
You-all do know that Tesla isn't close to out of the woods yet, right? They have to deliver high quality cars and not have Karma- or Roadster-like hiccups.�
1/1/2015
guest I don't believe we will see sub-$30 numbers again unless there is a serious problem or recession. I think we got way more chances to get in at these prices than we should have this close to Model S shipping. I don't see that happening again.
We aren't out of the woods yet, but (at the risk of mixing metaphors) the wind is now at our back. Which it hasn't been to-date.�
1/1/2015
guest Given it was at $40 before we had any news, I think it's probably still a good buy now. I had planned to buy when my money made it to the trading account and I just was fortunate it arrived the day it bottomed out near $30. I'd have bought at $33 as well and not been sad.�
1/1/2015
guest Crazy volume 3.5Meg by 11AM. Wow.�
1/1/2015
guest Volume almost 4M at noon.�
1/1/2015
guest I have a limit order in for just over $28.�
1/1/2015
guest I'd say those hiccups are pretty much a guarantee. I'm surprised Tesla didn't have any delays in bringing the Model S to market, but I think they took a very conservative approach in bringing it to market. They didn't try to rush it asap like Fisker did. iirc large automakers issue hundreds of recalls a year. I wouldn't be surprised if Tesla has some recalls in the first year, and when they do, the press is going to jump all over it. Great buying opportunities imo.�
1/1/2015
guest I think you can leave a Model S parked for a pretty extended period without plugging in. The length is described as "extended vacation". 8^D�
1/1/2015
guest I think he means he'd need to charge it to have enough range to get back.�
1/1/2015
guest The EV1 was not a compliance car in the build. Only in the distribution. They really pulled out all the stops with best cd, high tech instruments, best batteries, etc etc. It's an awkward comparison since it was a good attempt that was lease only.�
1/1/2015
guest Discussions about 500 mile pack and supercharging went here.�
1/1/2015
guest I don't understand why there's any excitement here. TSLA is basically back to where it was a week ago. Some lost confidence prior to earnings release. That's typical especially when there are aggressive short sellers trying to break the confidence of the longs.
That said....
on 5/8 I bought TSLA Jun 30 calls
on 5/10 I sold TSLA Jun 30 calls
for a 71% return in under 48 hours.�
1/1/2015
guest Same as where it was a month ago for that matter. The stock pretty quickly hit a steady state today.
I get the excitement, things are closer than we thought to shipping, but until it really ships to someone nothing has truly changed. I'll be really curious what things look like in 30-45 days. That's close enough I'm starting to get the antsy "almost there" feeling.�
1/1/2015
guest I'm plenty happy with today's action. I had a ton of cash from when I sold shares at $39.75. Been waiting for a chance to get those shares back. Did that and more in the past week, and it all paid off today.
Considered taking a bit off the table when it spiked up 15%, but I think there is more to milk out of this. I think I'm holding everything to $40, then I'll trim a bit.�
1/1/2015
guest EDIT,,�
1/1/2015
guest I hope not. If the shorts go away, there's no squeeze.�
1/1/2015
guest Put Volume is small compared to Call Volume
http://www.thestreet.com/quote/TSLA/details/options.html�
1/1/2015
guest EDIT,,�
1/1/2015
guest Volatility is king with TM right now, when will the shorts sell off? First deliveries? First profitable quarter? I don't mind the volatility, but I worry about flowerpower. 10% increase might cause hives:scared:�
1/1/2015
guest Mine is at $29, and I'm comfortable with that. If it never hits $29 I don't mind. I still have my 150 shares. If it does, I'll pick up another 50 and that will be it. It's going to continue to bounce up and down. I have no idea how high or how low it will go.�
1/1/2015
guest According to http://www.nasdaq.com/symbol/tsla/short-interest, the short float on April 30 was over 23 million.�
1/1/2015
guest To quote Elon, "At the end of the year, that's going to sting. It's going to sting a lot!"�
1/1/2015
guest EDIT,,�
1/1/2015
guest I would not think that a short squeeze would benefit the company, since by its nature it must be temporary. So I would not expect a company to act in such a way as to maximize the likelihood of a short squeeze. Unless the insiders want to sell some of their shares.
I also don't think that people who are constantly buying and selling benefit the company at all, and if successful at making a few pennies or a buck per share here and there, all they are doing is extracting money from the system without doing anything productive. When you invest in a company you are providing capital the company needs to function. Gamblers are just people who attempt to get something for nothing. And speculation is just gambling.
Sorry. That's just how I feel.
I'd like to get my shares as cheaply as possible. But once I'm in, I'm in for the long haul.�
1/1/2015
guest However investors expect to get something in return, short or long term. You just want a symbolic piece of the company and have stated you don't really care about selling or making money, which is fine, but it's not really investing. You might as well make a donation to Tesla and get a plaque or something.�
1/1/2015
guest The only way that you help the company is by purchasing shares in an IPO or secondary. If you bought your shares in the after-market, the length of time you hold them for makes no difference whatsoever to the company, you are simply extracting money from the system without doing anything productive as well.�
1/1/2015
guest EDIT,,�
1/1/2015
guest Right.. Tesla sold those shares, and now it's just shareholders making a buck off each other. They're in the free market.�
1/1/2015
guest Very well said!�
1/1/2015
guest Don't mix speculation with investing!
Investing is long term. Speculation is short term. Specualtion is a big problem of our western economy!�
1/1/2015
guest It's like the police officer said at the last neighbourhood watch meeting: Criminals are out for instant gratification without any work. I might add: so are speculators.�
1/1/2015
guest It's only benefit has been to drive up the price of gas at the pump which won't benefit me until I get one of these new infernal contraptions.�
1/1/2015
guest I didn't mix anything. Long term or short term "investing" are both investing. Buying shares of a company with no concern of making a profit or ever selling them isn't really investing.�
1/1/2015
guest There's some truth to this, but remember, the price only changes when someone makes a trade. So you just made a case for why we need people buying and trading. If everyone just holds their shares, we have no idea how much those shares are worth.�
1/1/2015
guest Well supposedly the value of the shares have some relation to the actual value of the company, including future potential.�
1/1/2015
guest They certainly do. But the actual price of the shares is what someone is willing to pay for the current value + those future earnings. The market decides what that price is when a trade happens, you can't figure it out on paper, you need a buyer and a seller.
If stocks are too abstract, think of your house. It doesn't matter what the appraiser says your house is worth, all that matters is at what price there is a buyer for your house. And besides, the appraiser looks at what prices similar houses sold for to come up with that price, right? So, if nobody anywhere near by you was selling their house, you'd literally have no idea how much your house was actually worth, and an appraiser wouldn't either.
Price accuracy depends on liquidity. If there is no liquidity, you don't know what your assets are worth. It doesn't matter if it is a house, art, bottle caps, or stocks.�
1/1/2015
guest Well put. Speculation is part of that story as well.�
1/1/2015
guest Since there are always buyers and sellers, buying and keeping a stock certainly raises the price (demand and supply). I guess it also reduces the chances of a takeover. Among other things.�
1/1/2015
guest EDIT,,�
1/1/2015
guest No doubt there is a place for both. I'm just saying, don't jump all over the shorter-term minded investors. You need both to make a healthy market.�
1/1/2015
guest Back to discussing the stock, though. I don't really like the price action today. It seems like there is just too much resistance at the the 50-day moving average. I thought yesterday's announcements would have punched through it.
Seems like people may be getting yet another chance to buy, we might test the 200-day again before we get a reversal. Not at all what I would have predicted.
�
1/1/2015
guest EDIT,,�
1/1/2015
guest TSLA seems to drift downwards lacking press, so I'm guessing it'll drift down until the first car is shipped. How far down, who knows.�
1/1/2015
guest Short-term speculation is how we get bubbles: The price of something (TSLA stock, tulips, houses, whatever) is rising, so someone says "I can buy it today and sell it tomorrow and make money." The short-term demand fuels the price rise. The next guy says, "He made money, so can I," and the bubble expands as people are willing to pay more and more, thinking they can turn right around and sell for a profit. Eventually the bubble bursts and (in the case of a wide-spread bubble like houses recently) the entire economy suffers. Meanwhile, a few speculators got rich.
The argument is that speculators improve liquidity. I just feel that they do more harm than good. JMO.
The market is useful. We need liquidity because people would not buy stock if they could never sell it. But I question whether we need so much liquidity that it's worth the wealth that speculators extract from the market on a daily basis.
OTOH, it's legal, and it's inevitable. So, best of luck to all the speculators reading this.�
1/1/2015
guest There's a possibility that the SpaceX launch might affect price (either way) too. Elon's gotten a lot of press in recent months connecting him to all three of his companies, and anything spectacular and newsworthy regarding SpaceX might bring Tesla's name into the news.�
1/1/2015
guest When do investment firms release their ratings on companies like Tesla? After earnings? They usually rate Tesla highly and we see a big jump in the share price.�
1/1/2015
guest EDIT,,�
1/1/2015
guest Stock price matters more than just to investors. Employees with options who have worked their butts off, for example. So, does a stock price rise help Tesla? Heck yeah, as it affects employee retention, morale, and, as a downstream effect of those, productivity.
As for shorter term trading, on certain stocks I start looking for a good sell-buy pattern (instead of a buy-sell pattern) in order to keep a long term position, but take advantage of local maxima and minima. I hope a bunch of like-mindeds can help steal the shorts off the shorts, as it were.�
1/1/2015
guest Even with existing technology, it would be feasible to make the battery pack under the car 60 % thicker. But is there a merket for this? The battery being the most expensive part of the car as is it, how many people will be willing to pay 60 % more for a larger battery?
Let's wait for battery prices to come down, then rethink.
300 miles seems a good range for me. I have the habit of taking a break from driving every 2 hours. On the German streets this is 80 to 200 miles (Autobahn only). 200 miles is a seldom exception (no traffic, no line ups, Autobahn only). So a 300 mile range seems perfect for me.�
1/1/2015
guest It's going to be a busy 30-45 days:
- Updated web site with the nifty range tool
- Crash test rating announcement (presumably they'll announce something before they ship?)
- First delivery
- Super charger announcement
The shareholder meeting is June 6th. Obviously certain dominoes have to fall into place since the meeting is early in June, but I wonder if Tesla is hoping to make the first official delivery at the meeting...�
1/1/2015
guest Don't expect anything at the AGM; it's not a place for announcements.....I'll repeat what I said over on the Investor News thread:
�
1/1/2015
guest The 300 mile range is for 50mph. Do you/Would you, drive at 50mph on the Autobahn...�
1/1/2015
guest Bouncy, bouncy. Back down to 30.87 as I write this.
I though it was at 55 mph.�
1/1/2015
guest It is. The 300 mile range was at a constant 55mph�
1/1/2015
guest Which is now 320�
1/1/2015
guest Tesla has a good idea what the rating will be, but the actual testing for the final rating is done on a production car that is secretly purchased and tested without Tesla's knowledge (this was talked about in the 1Q results call). Therefore the cash test ratings have to come out after they start shipping cars.�
1/1/2015
guest Opps sorry yes 55mph:smile:�
1/1/2015
guest Well then I hope the government has a low reservation number. They'll have to wait 1-2 years if they expect to just pick one up off the lot.�
1/1/2015
guest My understanding is that the government (NHTSA) gets the vehicles straight from the manufacturer before general production and sales, and the IIHS is the one that buys theirs randomly.�
1/1/2015
guest Posted elsewhere before but, see http://www.safercar.gov/staticfiles/toolkit/pdfs/faq.pdf
As for IIHS, you are right:
Frequently asked questions
�
1/1/2015
guest Hmmm . . . given that NHTSA and IIHS both buy directly from dealers and not from the manufacturers AND Tesla does not have any dealers, only design centers to funnel orders to the website, do you think that Tesla will be able to figure out when they're delivering a car to NHTSA or IIHS headquarters in the DC area that the car will be used for crash testing!?�
1/1/2015
guest Well, I definitely suspected we'd have other buying opportunities on the dips, especially with the broader market struggling as of late. Yesterday pretty much wiped all post-earnings gains. The argument could be made that a late June Model S delivery is already baked into the current stock price, so simply meeting that well publicized date isn't enough to cause the stock to surge. More importantly, Tesla needs to deliver the cars without any Fisker-esque bad news coming out. And I also think a lot has to do with how well the car is received by reviewers and whether this increases the reservation count. These two things will take time to see play out, so you may not see much price movement until the next earnings call which will allow Tesla to comment on 1.5 months of production and deliveries.�
1/1/2015
guest That's my thinking. With deliveries so close, any non-delivery news isn't going to be good for more than a temporary spike. 6 months ago, non-delivery news showed progress which was good. As a reservation holder, I'm really happy for any news of any kind, but as a stock holder successful delivery trumps all at this point.�
1/1/2015
guest I'm not sure I follow, since it doesn't sound like what you're saying is the same as my argument. Making a claim that deliveries will be in June 2012 only a month before doesn't mean there's much risk of them missing that date. It's far different than making that claim a year prior. So my argument is that the current stock price already factors in a late June delivery. If they meet that delivery date, then the stock price won't necessarily go up much since there's little reason to doubt their claim with the delivery date only being a month out. It's going to take more than simply delivering the Model S on time for the stock to surge.
Unless of course the shorts are still doubting they'll hit that late June delivery and once Tesla does in fact meet that milestone the shorts began to panic and cover their positions.�
1/1/2015
guest I think that we are playing with purely technical traders at the moment. The fundamentals matter long term, but in the short term all that matters is the 50-day and 200-day moving averages.
We got our pop on the news of early deliveries, but as soon as we touched the 50-day average we sold off hard. Yesterday we challenged the 200-day and it held, now we are bouncing higher today. I don't know how long we'll be stuck in this range, but if you are nibble you might want to consider playing along and taking some off the table when we touch the 50-day again.
�
1/1/2015
guest Ah, that wasn't what I got from your first post, sorry about that. If the thinking is the current stock movement assumes they'll ship, that'd be pretty horrible given the stock has dropped by 25% in the last few weeks and didn't hold it's gains when June shipments were announced.
I'm more of the opinion that vaporware is vaporware until it ships and that the stock price reflects everyone holding their breath until it's no longer vaporware.�
1/1/2015
guest I'm thinking the drop is more about macro-economic conditions. With recovery looking farther away, i.e. bad jobs report, Europe, et. al.; conditions which would help Tesla are less likely. That is: Higher Gasoline/Oil prices (slower economy means less demand), Sedan targeting a customer income bracket more sensitive to a poor economy. Really, Tesla could execute perfectly, but if customers don't have the right conditions in their lives they will not continue to purchase. The first deliveries, maybe for a whole year are to people who are not so sensitive, but that could change. I've not seen a Beta number for TSLA but I suspect it's high. TSLA is just more sensitive to market swings.�
1/1/2015
guest Well, I jumped back in today, and am in it for the long haul. By timing the fluctuations I was able to increase my position by about 50% (I know, I didn't do that good over the last year but better than nothing) so here's hoping the best for the successful launch.�
1/1/2015
guest Well, it came sooner than I expected, and on no company news. Today TSLA dropped below $30 again. Shorts are probably becoming emboldened.�
1/1/2015
guest I don't know beans about what makes stock prices move, but I think there will be a general upward trend over the course of a year or two as the Model S moves in significant numbers. While the assumption of a successful roll-out may already be built into the current price of the stock, I expect an emotional reaction as people see the Model S on the road. That won't happen all of a sudden. It will be gradual as people become aware of the car. Not so long ago, the public perception was electric car = golf cart. Yesterday I was at a light with the windows open and I heard someone at a bus stop say "That's a Tesla." People are becoming aware of the company, but so far it's a low-volume sports car. The S will move perception, and I expect that to affect the stock price.
OTOH, I'm not confident enough of this to put more than a little money into the stock. Still sitting on my $29 limit order.�
1/1/2015
guest You might see that triggered at this rate.�
1/1/2015
guest In the Model S, Tesla is releasing disruptive technology. "Quant's" that are just trading on moving averages and other technical indicators are going to suffer some real pain as the fundamentals kick in.�
1/1/2015
guest First off, Greece seriously needs to be over and done with. This is beyond ridiculous. Get rid of them asap, and end this nonsense. Let them burn their country to the ground by leaving the EU. The Greek case is a terrific example of the phrase "This is why we can't have nice things".
On a serious note, I talked to a Tesla Rep that mentioned something about an event happening on Thursday. Anyone know anything about this?�
1/1/2015
guest Well, we just broke through that 200 day moving average. If this is purely a technical trade, than look out below!�
1/1/2015
guest I know. Need to get back above it today. I'm not sure where the next level of support is, anyone?�
1/1/2015
guest For once we agree on something Cali.�
1/1/2015
guest The world is what it is, not what we wish it were. Greece is not going to go away just because for the moment it's the sick man of Europe. Somewhere I read that fear of Greece leaving the euro zone is pushing stocks down. Be careful what you wish for. All these vagaries of the market are the reason short-term trading is speculation, as opposed to investment.
I'm on tenterhooks right now, waiting to see if my $29 limit order executes. I'm determined not to cave and buy higher. Either way, I'm okay with it. I'm bullish on Tesla for the long term, but in the short term nothing will surprise me, neither a drop to $20 nor the present price being as low as it ever goes.�
1/1/2015
guest I figured I'd take a shot at the recent dip. I stuck in a limit order at $25. If it doesn't get there, I'm fine with what I already have, but if it dips and I get some for that price, so be it!�
1/1/2015
guest And your order just executed.�
1/1/2015
guest Now that we picked up daniel, the stock may go up again.�
1/1/2015
guest Good writeup on Tesla, past the first 1/3 of the article.
http://www.cabot.net/Issues/CWA/Archives/2012/05/My-Favorite-Stock.aspx�
1/1/2015
guest Been trying to find an explanation for this drop. I'm really surprised to see it fall below the 200-day.
One possibility I see is that oil has been falling like a rock. I noticed that the alternate energy and transportation ETFs are selling off as a result. Possible that TSLA is being sold by those funds that it belongs to. Stocks like CLNE which also belongs to those ETFs have been hit really hard, much like TSLA. Might just be throwing the baby out with the bath water.
Seems like I should buy more.�
1/1/2015
guest No idea either Citizen.. but I definitely bought some more.�
1/1/2015
guest Boy, is my face red! I was certain I had left my limit order at $29. But when I got home a few minutes age and saw it had dipped below that, but there was no email from my brokerage, I went to my account, and saw that my limit order was at $26. Apparently, at the time, I had decided that 150 shares was enough, but if it dropped to 26 it would be worth picking up another 50.
So now I have until tomorrow morning to decide what I want to do. But it does seem to be declining, and really, 150 is enough to say I own some of Tesla, so maybe I'll just wait and see what it does. Leave it at 26, move it to 28, or just buy some in the morning. I bought some when it was low, and some when it was high, so my basis right now is a shade over 28.
Sorry for misleading everyone. :redface:�
1/1/2015
guest No worries, daniel. You are not accountable to any of us
Anyone thinks the Facebook IPO on Friday will carry the markets overall and TSLA in particular along for the ride, Greece be damned?!�
1/1/2015
guest Facebook IPO Friday followed by SpaceX launch Saturday. I wonder what the stock will look like on Monday?�
1/1/2015
guest Well, I hope it drops below $29 again tomorrow. I put in a limit order today after it had already gone above $29. I didn't have the cash in my brokerage account to do it early enough in the day.�
1/1/2015
guest
!!....�
1/1/2015
guest I'm pretty baffled by the stock being back down to where it was a year ago. I'd have thought Tesla would be seen as more valuable now a month before release than it was back then before they even had a factory.�
1/1/2015
guest I bet we see $42 by the fall.�
1/1/2015
guest I don't think any good broker would advise a 70% position in a single stock.�
1/1/2015
guest Back to TSLA - anyone still have any powder left?
Anyone still buying in the mid $28's, or are people waiting to see where the bottom is?�
1/1/2015
guest I have very little left. I almost never get down to the last of my cash. I considered pulling the trigger at $28.30 today, but faltered and missed it. Trying to decide if we are really going to fall more or not. At these levels we are back to where they did their secondary. Seems pretty ridiculous to me, but the thought of being 100% invested right now is a bit unnerving.�
1/1/2015
guest I was going to buy more if it goes down but I like my 333 shares I have now and don't want to mess with the #. Maybe next week before it shoots back up
I did start to transfer some mutual fund $ (share price is at the highest in 10 yrs..not the worst time to do it) in case T sla gets any better/worse
My plan was only to have 150 or so and keep a minimum of 100 for a long time now I just keep getting more since I think it will be solid once more people actually know about Tesla for real.
I still talk to LOTS of people who have no clue about Tesla, some who ask if it is the band and others who say 'oh yea, they made like a little sports car or something, what ever happened to them?'
Then I spoke to a random guy at a 'cheap bulk food' place and of all people he seemed like he wouldn't know about Tesla, but the did! He was so exited for me and gave me a high five. He said ' electronics... hehe... do you know what the gov't is doing nowadays?. just think about now short of a time we've had some of this tech and how fast the wireless and other electronics stuff is advancing. Tesla is going to be the future. Do you have any stock? ( I said yes and smiled, then he just grinned bigger) You don't even know what is in store.. lectronics are the way of the future.' He mentioned something about doing electrical inspection for something in NY but I don't know what his background was besides that he was a motocross rider (conversation started because I had my T jacket on and he thought it was a riding jacket) he might have been a contractor and he was driving a little 4 door metro or something similar
That makes me want to buy more stock!�
1/1/2015
guest Nope, I've got all of the $50k set aside for the car dumped in at this point. About 2/3rd at $28 and 1/3rd at $30. I wish I had more, but I'm already at a pretty short term outlook as far as when I'd need to pull it back out to pay for the car near November.
Well, there's the possibility I'd take a 2.75% loan rather than pull the cash, but that's more risk than I'm willing to take. Doing that would leave me at serious risk if Tesla crashed and burned...it'd kill my savings and I'd have heavy debt in a car that has no manufacturer. As it stands now, if Tesla crashes before I buy then I'm just out the cash ( I'd just not get a new car at all), if they crash after then I've got a car that's largely paid for.
The only way I see myself taking a loan is as a short term bridge to hit the 1-year capital gains in January on my $28 position.�
1/1/2015
guest SpaceX Falcon 9 launch: SpaceX ready to launch to space station - Orlando Sentinel
An eccentric billionaire intends to blast his rocket from Cape Canaveral Air Force Station to the International Space Station early Saturday morning � and launch a new era in which private rocket companies take over a role filled by NASA and its space shuttles for decades.�
1/1/2015
guest This probably belongs here:
SpaceX�
1/1/2015
guest I was kinda hoping the news of Saturday's launch would have a positive effect on tsla. Probably too much to hope.�
1/1/2015
guest I spent the last of my brokerage account cash at $29.00. But every time I see the stock go lower, I just want to buy a little more. Also, some of the call options are also looking very attractive at this point. I'm seriously thinking about putting another $20,000 cash into my trading account.
In the long term, I am pretty confident that Tesla is going to do well. They have the best EV technology by far and a true genius CEO. Elon Musk understands his company's technology much, much better than any of his executive peers. Plus, he understands the finance. That's a great combination.
Tesla announces that the Model S is going to be delivered a month early, it will almost certainly be the safest sedan on the market, and the company is going to start paying back the DOE loan by the end of the year -- then the stock price drops! I'm seeing this as a very unexpected opportunity.
When the Model S comes out and we start seeing some reviews and the IIHS ratings, I suspect the stock may rebound shortly. If not then, when Tesla is producing the cars at volume @ a 25+% margin, it would be hard to imagine a stock price still in the upper $20's. In fact, if there is a really good rebound, it would make sense for Daimler to want to try acquire Tesla before they get too expensive. That could really drive up our stock.
I'm in it for the long term & Tesla hasn't given me any news to worry about yet.�
1/1/2015
guest No powder left and alarm bells ringing that the 6-months-worth savings account (out of which the downpayment for the Model S would be coming) needs to be shored up!
Got in at $34 and again at just under $30 and am happy to ride this out.
Go Facebook! (Dreading the morning commute tomorrow with all the TV trucks lined up on their HQ campus off Hwy 84)�
1/1/2015
guest Moderator Note:
Please refrain from discussing Apple, Greece, and overthrowing governments in this thread, unless the point is DIRECTLY related to investing in TSLA.
Discussions about how the general economy affects TSLA is okay, but we're getting pretty far off topic and I'd like to keep this thread reasonably under control.
The off-topic items have been moved to Iamthecaliflower in the Off Topic forum.�
1/1/2015
guest Until the Dragon has flown, has docked to the ISS, and has safely returned to earth, expect nothing but a downside for TSLA. The news of the launch is a double edged sword. If all goes well, Elon, and my extension TSLA, look great. If the falcon 9 blows up on the pad, or fails to reach orbit, or does not berth to the IIS, or burns up on re-entry (or any of the other 1,000,000 things that could go wrong on this flight) Elon looks like he does not know what he is doing, and TSLA in return looks like a bad investment. When the dragon is safely aboard the recovery ship, and President Obama is calling Elon to congratulate him, then we can expect a positive effect on the price of TSLA.�
1/1/2015
guest I had sold some May $33 Puts that I could have bought back for a profit last week, but I didn't see this dip coming (I expected some "buy on rumor, sell on news" resistance, but not nearly this much). I rolled them to Sept $28s for no cost rather than take shares at $31 (my net cost).
I wish I were smart enough to understand the dynamics here. I'd have thought confidence in the ship date - shown by bringing it up a month - would scare the shorts. Instead, it seems to have emboldened them. Almost as if having the cars sooner means they'll be in even worse shape than many expect.
I'm still thinking this is the firesale we've been hoping for, and don't see how it isn't easily a $40 stock when Model S's are on the road. But, I've been wrong on stocks before and it's certainly not behaving as I expect, so I could be really wrong here as well.�
1/1/2015
guest I suspect any impact from SpaceX is going to be incredibly short lived regardless of what happens. The companies have nothing in common besides Elon and any success or failure by SpaceX has no tangible impact on Tesla.�
1/1/2015
guest I took another 100 shares today at $28.50. These shares are significantly higher than the other shares I've purchased. My average basis is $23.
�
1/1/2015
guest EDIT,,�
1/1/2015
guest I sure hope you're right. I made the mistake yesterday of setting a$29 limit. That's why it's still going down today. OTOH, Nasdaq itself is down about 2% today, so TSLA is right with it.�
Không có nhận xét nào:
Đăng nhận xét