Forums

What caused TSLA stock to go up/down today?

What caused TSLA stock to go up/down today?

Hoping this thread might pick up steam as TSLA stock goes through some amazing intra-day and open/closing swings due to the large short interest (I'm assuming).

For instance: Yesterday the stock dipped really low at closing so I bought. Today it jumped back up and I sold for a healthy profit.

Why did the stock dip yesterday and then rise so much today? I didn't see any news that would justify it.

NKYTA | December 10, 2014

A measure response @AR. +1

First, it was the batteries, then again it was the batteries, and guess what, it is still the batteries. Without the Gigafactory, there is no Gen3. The car that could conceivably sell 500K units a year.

AmpedRealtor | December 10, 2014

@ NKYTA,

And to continue your thought, if I may, Tesla is intending to produce Model 3 at the Numi factory. Tesla will be significantly scaling their production capacity for Model 3.

Iowa92x | December 10, 2014

As Elon said in the last earnings call, creating the robots and procedure to build cars is much more complicated than the actual process of bolting together a Model S.

tes-s | December 10, 2014

The wait is a combination of production constraint and international production scheduling.

If you ordered a US car before November 15, they were scheduling delivery by December 31. The newly-introduced S85D was not available until Q1, likely due to supply chain. The premium P85D will likely be available in 15 to 45 days no matter when ordered - it gets priority production. Currently 20 days.

After November 15, US cars were scheduled for March. My guess is US cars ordered by February 15, and likely even later, will also be scheduled for March.

This should all be well known by analysts and investors that follow the stock.

Captain_Zap | December 10, 2014

@jvs

It sounds like you need to read this:

http://www.teslamotors.com/blog/secret-tesla-motors-master-plan-just-bet...

Tesla is still a start-up company. They have hired the best an brightest, but Rome wasn't built in a day.

Red Sage ca us | December 10, 2014

jvs11560 demanded, "Why can't a company, that has been in business for 10 years, produce more vehicles to meet demand?"

First thing, let me tell you a secret: The Tesla Model S is not meant to be their 'mass market' car. Tesla Motors will never -- EVER -- produce 300,000-450,000 units of the Model S at Fremont per year. So if your $#0r+, Bear, Naysayer position is based upon the concept they should be doing that... Well, let's just say that there's likely a crack pipe in your near future. Enjoy! The current annualized production rate of the Model S is 50,000 units per year at Fremont. I expect that will be the continuing target rate for that vehicle going forward.

Second, the Tesla Model X will appear in 2015. Elon Musk has been conservative, allowing for a one-to-one sales ratio between Model X and Model S. I believe it will be closer to a 3:1 ratio, in favor of the Model X, by the end of 2016, at Fremont. Thus, if 50,000 Model S are sold, potentially another 150,000 of the Model X will be as well.

Third, though the Fremont facility, as NUMMI, produced less than 500,000 units per year... Tesla Motors intends to expand its capacity to as much as 700,000 units by 2019 (per JB Straubel). That will be taken up by 500,000 units of the Model ≡ by 2020.

Now, to actually answer your query more directly... Because there are so many doubters, Naysayers, Bears, and $#0r+s (such as yourself), that constantly critique every aspect of Tesla Motors, it is absolutely imperative that the cars they build have the highest possible level of quality control imaginable, so that he product itself is unassailable. This attention to detail is bound to become an integral part of the mindset of Tesla's production staff, as operations are ramped up to accommodate the demand for Model X. This dedication to quality, without regard to quantity, will remain a fundamental driving force in the determination of the identity of Tesla Motors as they further face the challenges of increasing production further with the introduction of Model ≡ as a truly mass market vehicle.

Why not build more now? That is not the goal today. Today's goal is to prepare the way to reach tomorrow's.

TSLAholic | December 10, 2014

@Red Sage ca us

Don't get upset at jvs11560 for $horting the stock (if it's really the case). Instead, take advantage of it by buying those shares at a lower price.

jvs11560 | December 11, 2014

I'm not shorting, I got out last week. I participate here, because of the range of views and the promotion of green energy. To hold Tesla management accountable, is not bias. To ask questions, is not negative. Why have a forum, if you can't express an opinion? If some on here, just want to communicate with those of the same opinion, what fun is that?

It seems as if there are people on here that only want to be cheerleaders for this company. If you hold management accountable for irregularities, the company will be more likely to build the best product possible.

What's wrong with that????

What makes no sense to me is Teslas business model. In business school (Mr Musk Attended Wharton) they teach you this: "You are more productive if you specialize". A new business should focus on it's core market. To try and be a world company, when you can't meet demand at home, makes absolutely no business sense. Your expenses are greater, you're less efficient, and it puts a strain on the markets where you are flourishing.

At the end of the day, Tesla needs to make a profit on their own, selling cars. That day is coming soon. Do you think the majority of Americans are pleased with the fact that people buying 130K cars are getting $7500.00 credits?

Some, may not agree with me, but if you have this discussion over Christmas dinner with the in laws, you might be enlightened about what the majority believes.

This page of the forum is about the stock price and its fluctuations. If you do not want to know the reasons why it's fluctuating, why are you here?

AmpedRealtor | December 11, 2014

What makes no sense to me is Teslas business model.

It doesn't have to make sense to you, only to Tesla.

... you might be enlightened about what the majority believes.

It doesn't matter what the majority believe. If we cared about what the majority believed, we would not have EVs at all and Tesla would not exist. Just because you can't wrap your head around what Tesla is doing does not mean anything. What, exactly, are your qualifications to pass judgment on Tesla's business model?

I would hazard a guess that Elon Musk is a bit better at business than are you, would you agree?

jvs11560 | December 11, 2014

@Ampedrealtor First, if you are passionate about this company, which I believe you are, you should care about what the majority of taxpayers are thinking. If they started making enough noise, and those tax incentive's went away, I wonder how Tesla would perform? I'm thinking not very well. These taxpayers have a stake in this company, whether you like it, or not. I paid a lot of money in taxes last year. My kids do not qualify for any student aid because of my income and I do not get any tax breaks at all.

As far as being qualified. I'll give you this. Tesla and it's management are good. If I had the political connections and loans that they were provided, I'm sure I would be in an even better position than I am now.

As a businessman, that owns (2) separate businesses, I have made money every year since I started each business, from scratch. Each Business has made money (Every year since 1986), and I've taken a salary and dividend income each and every year. The last time I looked, Tesla has never (EVER) had a positive Earnings per share. Please bear in mind that I received no help from a bank, or government institution.

I made a comment about the stock fluctuation, and you made it about my business skills. This was exactly my point about folks not opening their minds to a different opinion. Keep drinking the cool aide!

If Tesla wasn't supported by the taxpayers, in the beginning and with the current incentives, do you really think this board, or Tesla, would even exist?

Maybe instead of being sarcastic, you should be grateful that Tesla was supported.

AmpedRealtor | December 11, 2014

@ jvs11560,

Oh no you don't! You can't just go and revise history that is right here on the page for everyone to see. You were not simply discussing the stock price. You were calling into question Tesla's business model and implying that Musk doesn't apply what they teach in business school. You also discussed tax credits and taxpayer "support" of Tesla, which also has nothing to do with the stock price. You stated how Tesla should run its business. When someone calls you out, you backtrack.

First of all, nobody bought this car for a $7,500 tax credit. If you are upset about the tax credit, you should be going after GM and Nissan who actually do sell more cars because of the credit in a price category where the credit accounts for 25% of the vehicle cost. On a Model S, it's less than 8%. If the tax credit went away tomorrow, Tesla would sell just as many cars. It's the same false argument people are trying to make with gasoline prices. People don't buy this $100,000 car to save money on gas or a tax credit. They are buying for other reasons, all of which are available for you here in the forum. You're in the wrong playground to make this argument.

How is Tesla supported by taxpayers? That is a nonsense and completely false talking point put forth by trolls. If you want to bitch about taxpayer support, go talk to Jerry Brown, the California legislature, Toyota, Honda and Hyundai. California is spending $20 million per year of taxpayer money that won't be paid back to build H2 filling stations for major profitable corporations. At the same time, Tesla builds superchargers on its own dime and without one cent of taxpayer subsidy.

Take your crap somewhere else.

teslaver | December 11, 2014

@ jvs11560

Your point of view makes me support Tesla more than ever. When was the last time you saw an automobile manufacturer repay its loan fully and in advance?

If anything taxpayers should be thanking Tesla from the bottom of their heart!

David Trushin | December 11, 2014

IMHO, this is one of the very few examples of where people with lots of money are effecting future benefits for people who struggle to make ends meet. It is people like us who are subsidizing Tesla R&D to bring the model 3 to market, not the government. This car will truly revolutionize the way that everyone looks at the relationship of oil to daily transportation.

The U. S. government is currently subsidizing the oil industry to levels that are orders of magnitude more than anything the renewable energy industry gets. And with the downward oil price pressure from OPEC those subsidies will probably increase. I don't hear alot of screaming about XL pipeline now. Mostly because every goopy drop will lose money in the market.

There will always be people who criticize positive change because they feel threatened somehow. Kudos to Elon Musk for being a leader in this change.

jvs11560 | December 11, 2014

@ampedrealtor I guess I struck a nerve. The business model and the stock price are directly related. The business model that Tesla is using does not conform to any I've ever seen. Overextending your resources is never a smart strategy. In each market there are nuisances unique to that market. Case in point, google maps are not available in China. OOOppps. We'll have to change those cars. Google is not allowed in China. Didn't see that one coming. Did they? not too worry, our shareholders have plenty of $$$. We'll just re-engineer that market.

Don't have any inventory of spare parts in Norway??? No problem, we'll fly 1,100 drive units over there and hire a lot of people to install them. Really?? Don't you have to train these newly minted employees first? I wonder how much that cost all the shareholders? Don't you think that might have something to do with the share price?

How about Germany. Here is an issue that should have been addressed long before Tesla set up shop in that country. This is directly from a poster.

"As long as Tesla doesn't offer a 32A / 3 phase mobile connector, on the road 400V/32A outlets just won't give you more than 6,4kW. You can only charge at 12,8kW if a charging station has a build in Type2 plug terminated cable.

That is not what you expect from a 100k€ car with supposedly 22kW dual chargers on board. I hope Tesla learns more about power supply in Germany soon and this stupid issue goes away before my MS is delivered in December."

My point is that if you want positive feed back from your customers (Which helps the stock price), your business model has to grow in a smart fashion so you can address these issues outside of your home countries comfort zone. Go read the Norway boards, where people are really pissed that it is taking so long to get there cars fixed. If the Tesla business model wasn't so taxed, they wouldn't have disgruntled customers in Norway.

When I buy a stock I research it and follow it as closely as I can. When the data is inconsistent, as is the case with Tesla, I sell it. You have every right to stay in the game, but I have every right to point out the reasons why I'm not. When everyone brags about Tesla being the "Best selling car in Norway" and it's not, that is a sign to sell the stock. If the company is misleading about something so important as the sales, then I'm cynical about other claims. To me, they have lost credibility.

As far as the $7500.00 tax credit is concerned, a base Tesla is $71,000.00. For those buying the base model, that is greater than 10% of the purchase price. Look at the states where the incentives are greater. Those states sell more Teslas. According to you, that has nothing to do with it. I back my writing with facts. When you argument is weak, you bring up other companies and their practices/shortfalls. Does that make it right??? I do not think so. If Tesla buyers are really not that concerned with the incentives, then why do we have them?

According to Mr Musk, Tesla doesn't comment on monthly sales figures. Well, here is one of his Tweets:

"Last month, Model S was the best selling car in Norway!" for one month, he is correct. look at the data over a six month period, and Tesla is not even close.

It is my opinion, and the opinion of many others, that Tesla is a niche company that caters mostly to the wealthy, partially financed by the taxpayers. I have a problem with the fact that we are almost $ 20 trillion in debt and we are giving tax revenue to many millionaires.

Captain_Zap | December 11, 2014

@jvs

This isn't the place to re-write history or support the opinions of those that are poorly informed. This is the place to get facts.

This thread is not for the purposes of influencing opinion, it is for documentation of historic events. Please stay on topic.

tes-s | December 11, 2014

@jvs - they are a battery storage company that makes cars on the side.

International expansion was important to keep demand ahead of production. Long and unpredictable lead times to get into countries, so needs to be done in parallel.

Elon has his "levers" to pull to increase demand when he wants - the bigger the base market, the more impact of the levers. He has pulled some recently (AWD and autopilot), to keep demand ahead of production. He says he has more levers - waiting until production catches up again.

SamO | December 11, 2014

@jvs11560

Case in point, google maps are not available in China. OOOppps. We'll have to change those cars. [SAME WITH EVERY AUTO MANUFACTURER . . . WHAT'S THE POINT?]

Don't have any inventory of spare parts in Norway??? No problem, we'll fly 1,100 drive units over there and hire a lot of people to install them. Really?? Don't you have to train these newly minted employees first? I wonder how much that cost all the shareholders? Don't you think that might have something to do with the share price? [I WILL AGREE IF YOU CAN TELL ME HOW MUCH EACH DRIVE TRAIN COSTS TESLA MOTORS . . . CRICKETS.]

How about Germany. Here is an issue that should have been addressed long before Tesla set up shop in that country. This is directly from a poster.

"As long as Tesla doesn't offer a 32A / 3 phase mobile connector, on the road 400V/32A outlets just won't give you more than 6,4kW. You can only charge at 12,8kW if a charging station has a build in Type2 plug terminated cable. That is not what you expect from a 100k€ car with supposedly 22kW dual chargers on board. I hope Tesla learns more about power supply in Germany soon and this stupid issue goes away before my MS is delivered in December."

[TOTAL RUBBISH. SUPERCHARGERS ARE 3-10X FASTER THAN ANYTHING ELSE OFFERED.]

My point is that if you want positive feed back from your customers (Which helps the stock price), your business model has to grow in a smart fashion so you can address these issues outside of your home countries comfort zone. Go read the Norway boards, where people are really pissed that it is taking so long to get there cars fixed. If the Tesla business model wasn't so taxed, they wouldn't have disgruntled customers in Norway. [THERE ARE TONS OF PISSED OFF PEOPLE IN THE U.S. AND YET CUSTOMER SATISFACTIONS IS 98%. PLEASE OPEN YOUR EYES. PEOPLE LOVE TO COMPLAIN. SOMETIMES, THEIR COMPLAINTS ARE JUSTIFIED]

When I buy a stock I research it and follow it as closely as I can. When the data is inconsistent, as is the case with Tesla, I sell it. You have every right to stay in the game, but I have every right to point out the reasons why I'm not. When everyone brags about Tesla being the "Best selling car in Norway" and it's not, that is a sign to sell the stock. [IT WAS THE BEST SELLING CAR IN NORWAY FOR A SINGLE MONTH. YOU REALIZED THAT SOMETHING THAT "DID" HAPPEN IN THE PAST STILL EXISTS, RIGHT].

If the company is misleading about something so important as the sales, then I'm cynical about other claims. To me, they have lost credibility. [YOUR ARTICLE YOU CITED IS AS FULL OF RIDICULOUS CLAIMS. NOTICE HOW REGISTRATIONS IN 2012 AND 2013 MATCH PRODUCTION, BUT NOW THAT 2X AS MANY CARS ARE EN ROUTE AND CHINA DOESN'T ALWAYS REGISTER SALES RIGHT AWAY, TESLA IS LYING?!?!?!? LAUGH OUT LOUD.]

As far as the $7500.00 tax credit is concerned, a base Tesla is $71,000.00. For those buying the base model, that is greater than 10% of the purchase price. [SINCE YOU ARE AN "INVESTOR" YOU REALIZE THAT THE AVERAGE SALE PRICE (ASP) OF THE MODEL S WAS OVER $100,000 IN EVERY QUARTER SINCE SALES BEGAN]

Look at the states where the incentives are greater. Those states sell more Teslas. [WRONG AGAIN. WEST VIRGINIA HAS THE BIGGEST EV INCENTIVE AND DOES NOT HAVE EITHER THE HIGHEST TOTAL SALES OR HIGHEST PERCENTAGE OF EV SALES. WRONG. AGAIN.]

According to you, that has nothing to do with it. [TRUE]

I back my writing with facts. [FALSE. SEE ABOVE]

If Tesla buyers are really not that concerned with the incentives, then why do we have them? [THIS IS A LOGICAL FALLACY CALLED POST HOC ERGO PROMPTER HOC. LOOK IT UP]

According to Mr Musk, Tesla doesn't comment on monthly sales figures. Well, here is one of his Tweets:

"Last month, Model S was the best selling car in Norway!" for one month, he is correct. look at the data over a six month period, and Tesla is not even close. [PERHAPS ENGLISH ISN'T YOUR FIRST LANGUAGE, BUT BY THAT ARGUMENT NOBODY COULD MAKE ANY CLAIMS ABOUT THE PRESENT BECAUSE EVENTUALLY SOMETHING ELSE WOULD HAPPEN. FAIL]

It is my opinion, and the opinion of many others, that Tesla is a niche company that caters mostly to the wealthy, partially financed by the taxpayers. I have a problem with the fact that we are almost $ 20 trillion in debt and we are giving tax revenue to many millionaires. [NOBODY SHOULD CARE SINCE YOUR "FACTS" ARE WRONG, THEN THE OPINION THAT FOLLOWS IS ALSO WRONG.]

NKYTA | December 11, 2014

@ jvs11560
First it is the taxpayers, then it is the shareholders. Thanks goodness you are around to protect us all with your business acumen.

Good grief.

TSLAholic | December 11, 2014

@jvs11560

Your personal business model has to account for fluctuations depending on market conditions etc. etc. etc. You can't possibly expect your business to be making money all the time with no ups and downs.
How can you possibly expect a stock (any stock, let alone a crazy volatile monster such as TSLA) to not fluctuate? Do you sell all your stocks the moment they take a dip every time?

jvs11560 | December 12, 2014

To be clear, I was replying to ampedrealtor as to why I believe the stock has fluctuated, and the reasons why. I think Tesla is a cutting edge car with very loyal customers.

That being said, only time will tell if the company has the right model/strategy. Personally, I do not think such a young company should be spread over different continents, and expect to give shareholders a value. Growing pains aside, if Tesla doesn't provide some sort of return to it's equity holders, people will stop investing.

There will be a day when Tesla is not a momentum stock. When you look at the numbers, it does not support the current valuation.

Boston chicken had a great product, good management, and grew at lightening speeds. They were opening stores as fast as they could be build them, and almost all stores exceeded sales projections. The stock took off like a rocket. Then, when there expenses caught up with them, doom followed. Now, after bankruptcy, they are a very different company.

Slow and steady...that is my point.

tes-s | December 12, 2014

If they were not spread over the continents, they would be sales-constrained.

Brian H | December 12, 2014

Mebbe so, mebbe no. A little promo would pay off big in expanded demand. Elon has noted several times that unsatisfied demand has serious down sides if left too long or built too large.

Captain_Zap | December 12, 2014

Why is it down? Everything is down. Thanks to OPEC!

Red Sage ca us | December 13, 2014

AmpedRealtor, SamO, & Brian H: +1 UP!

Red Sage ca us | December 13, 2014

jvs11560: Man, you really are off-base. Nothing wrong with having an opinion and stating it. Plenty wrong with basing that opinion on proven fiction.

Red Sage ca us | December 13, 2014

jvs11560: 1) You say vaguely that you don't like Tesla Motors' business model. Please be specific as to how that can negatively affect the share price. Because quite honestly, it appears more likely that the stock price has increased so much from an IPO around $17.00 specifically because of their business model. Changing to a slower, steadier, less expansive business model would simply guarantee that Tesla remain a niche manufacturer, and that the stock price would drop as a result.

Red Sage ca us | December 13, 2014

jvs11560: 2) Interesting that you bring up the ruinous specter of bankruptcy. Tesla Motors has some outstanding bond issues that are wagered against the stock price. I think they begin to come due after the launch of Model X and Model ≡. Considering how incredibly successful those vehicles will be, it is not unlikely the stock will climb over 50% on that merit alone. Thereby guaranteeing the bonds can, and will, be paid in full. If Tesla were to slow down, not bring out those cars, the stock price would go down instead, the bonds would not be covered, outstanding debt would mount, and then Tesla could be facing bankruptcy, no doubt.

AmpedRealtor | December 13, 2014

@ jvs11560,

What is your point of coming to a forum of Tesla owners and enthusiasts trying to prove something negative about the company or stock? In my very humble opinion, it looks to me like you need to get a life. You've shown us that you're very good at searching the internet and being able to copy/paste things that you found in your google search in an attempt to connect random dots to form a pattern. What you haven't shown an ability to do is look at facts objectively and draw logical conclusions from those facts. There are no facts in your rambling posts, just opinions and false conclusions made from false information. Turn off the FOX.

Red Sage ca us | December 13, 2014

jvs11560: 3) Your strategy would cause Tesla to fail, not reaching their goals, and preserve a world without viable electric transportation as an option. Thus, we are all happy you have sold all your Tesla Motors' stock, glad you will never again retain a vote as a shareholder, and are relieved that you will not be making decisions as part of the board anytime... soon.

.

[Man, the spam filter really didn't want me to post this point.]

fhmpl

Captain_Zap | December 13, 2014

Don't lure him back!

jvs11560 | December 13, 2014

Look, I did very well with TSLA and I have Elon Musk to thank for that. This board was created for owners, shareholders, enthusiasts, and pretty much anyone else to comment on Telsa, green energy, BEV's, and related industries. It offers transparency and every company should have a site like this.

My OPINIONS obviously differ, from RED Sage, and I know I'm in the minority here. If you read this site just to get one side of the equation, I believe that is narrow minded. The reason I cut and paste is because when I don't, I get responses that the post is untrue, or I'm a Denier.

If anyone read my posts from last year, you will see that I test drove a P85 and had reservations about purchasing at the time, but that doesn't mean I have eliminated this vehicle from my future purchases either.

I call them as I see them. When Tesla sells an average of 300 cars a month in Norway, and then in one month they miraculously sell almost 1500 cars, then I take notice. This was pointed out by Tesla, the media, and became gospel.

The only problem is that I now believe this was manipulation of the sales figures. Since the average has fallen to a little over 200 cars per month in Norway, and Mr Musk is on the record as "Not commenting on Monthly sales figures" I took notice and made adjustments to my portfolio.

To me, something seems amiss at Tesla. If I was a potential investor, and I read this board, I provide my point of view. What is wrong with that?

Brian H | December 13, 2014

The 1500 was registrations of the early burst of pent-up orders, and the vagaries of overseas shipment and delivery. Remember that Tesla doesn't count a sale till the car is actually turned over to a customer.

tes-s | December 14, 2014

@jvs - I find it hard to believe you follow the company, and thought the 1500 cars sold in Norway in one month was anything but an anomaly created by the factors @brian mentions. No manipulation, and as you say Elon has repeatedly said not to put any weight on monthly sales numbers.

The US is by far the largest market, with lower sustained monthly sales than 1500/month. The population of Norway is about half the population of Los Angeles County.

jvs11560 | December 14, 2014

@tes-s.ct.us I think I passed you last Thusday night. Were you on I95, near Greenwich, at about 5pm (Traveling North)? Is your Plate OFFGRID or something to that effect?

Anyway, here is my rationale. I believe we agree that Mr Musk is on the record as saying that you should not look too much into monthly sales figures. Then, why does he comment when the month is a favorable one?when he has a good month, he points out the monthly sales figures. Did you notice that on the last month of each quarter, before the company announces quarterly results, there is a big spike somewhere with regard to sales?

It always seems to happen on the last month of each quarter. If you look at the charts, like I have, and put together Mr Musks statements, there is a clear disconnect. I can't be the only one that observes this.

I took notice of this in the spring, and bought in based on the fantastic performance. But now, after looking at all the data, I'm of the opinion that the sales figures are manipulated for wall street:

http://insideevs.com/monthly-plug-in-sales-scorecard/

If you look at the above link, you'll see confirmation. In March Tesla had a clear spike in Norway. In June and September, Tesla had a spike in the USA. These number do not lie. If you look at May, June, and July you'll see that the spike is very pronounced. 100 in May, 1800 in June (The last month of the quarter) and 800 in July.

Look at August September and October. 600 in August 2500 in September, and 1300 in October. Notice that September is the last month of the quarter. Do you also notice that Tesla is bragging how they are up 153% for one month, but they do not comment on monthly sales figures. Hmmmm, they seem to comment a lot when the sales figures are in their favor, but are tight lipped when they only sell 34 cars a month in Norway.

See this link:

http://evobsession.com/nissan-leaf-still-tops-norway-october-registratio...

In my opinion, this is not a coincidence, this is market manipulation. I may be wrong, only time will tell.

As an investor, I do not like to feel manipulated.

Captain_Zap | December 14, 2014

If you listen to the last quarter's earnings conference call Mr. Musk and the other executives explained the logic quite clearly. Any other method of reporting does not make sense and it isn't representative.

Don't blame Tesla for claims made by speculators, publications and blogs that simply count registrations.

http://www.media-server.com/m/p/sqcykevk

tes-s | December 14, 2014

@jvs - no, that was not my Tesla.

Elon comments on months when it is favorable, and says not to look at monthly data when it is not. Why are you surprised by this?

Or course the last month of the quarter is always the largest. Early in the quarter they build cars for international delivery later in the quarter, then build US cars for delivery in the quarter. Most cars are delivered in the last month of the quarter - always.

Not manipulation. It actually makes the financials easier to understand, since most costs are incurred in the same quarter as the revenue is recognized.

Brian H | December 15, 2014

Reporting by quarter and extrapolating is characteristic compulsive idiocy in the stock markets. Players and pundits would do the same thing daily if they could get at the numbers.

Red Sage ca us | December 15, 2014

I'm pretty sure that Tesla Motors doesn't build a batch of Euro-spec cars, teleport them to Norway, let them sit in a warehouse until the umpteenth hour of the third month of a quarter, then release the hounds to satisfy themselves on waiting Customers.

Geez.

jvs11560 | December 16, 2014

@Red Sage ca us You wrote:

"1) You say vaguely that you don't like Tesla Motors' business model. Please be specific as to how that can negatively affect the share price. Because quite honestly, it appears more likely that the stock price has increased so much from an IPO around $17.00 specifically because of their business model. Changing to a slower, steadier, less expansive business model would simply guarantee that Tesla remain a niche manufacturer, and that the stock price would drop as a result."

I agree with you 100% with you about why Tesla stock shot up, HYPE. I disagree with you about the business model, long term. The Business Model cannot service all these countries spread out over such a large geographic area, and still expect to be profitable. If you want to promote this company, or any company, you have to have sound financials, adequate infrastructure, and customer service. There is no way they can adequately service all these cars, in all these countries. Tesla is acting as if it was as large as VW, Ford, or Toyota. They are not and it is my opinion that if they continue on this path, they will suffer a hit to their image. If Tesla could be serviced by any local repair shop, then balls to the wall, might work. What happens when an MS owner in a remote part of Asia needs a headlight assembly, only to find out it's a month wait time, and they have to travel 500 miles for an authorized body shop. Is that specific enough for you?

The current TSLA employees seemed to be overworked as it is. Just look at the comments from current employees. They are the ones with the first hand knowledge.

Slow and steady is the way to go. IMO

tes-s | December 16, 2014

Who picked up some shares below $200 today?

AlMc | December 16, 2014

@tes-s: Waiting for $180. At that point I feel I have a better than 50/50 chance of stock appreciation. If I buy now I put my chances of missing the bottom at about 80%.

I did buy a couple J17 $200 LEAPS though.

AlMc | December 16, 2014

Addendum: Last 2014 meeting of the FED today with Yellen report tomorrow. Will be interesting to see how the market reacts.

AlMc | December 16, 2014

Morgan Stanley drops PT from 320 to 290. :(

Red Sage ca us | December 17, 2014

jvs11560 summarized another nonresponsive load of drivel with, "Is that specific enough for you?"

No. It was more convoluted gibberish, hidden behind a veil of rubbish. You got nowhere near defining what your actual problem with Tesla Motors my be.

When you use the words 'Business Model' exactly what the [FLOCK] are you talking about? I could guess... But that would be a guess. I'd rather not put words in your mouth. Hopefully you can find some of your own and arrange them into coherent sentences and paragraphs. I'll wait...

Iowa92x | December 17, 2014

Stanley is predicting a drop in Model 3 sales based on today's lower gas price of $2.25 a gallon. When the 3 comes in 2018, gas will return to $4 a gallon.

Brian H | December 17, 2014

Iowa;
Yeah, the more unpropitious things look to the analysts when it goes on sale, the more dazzling will be its reception. :)

teslaver | January 14, 2015

wow, I didnt know investors had such high expectations from China or are they afraid of sales number??

teslaver | January 14, 2015

pre market -9% today (approx)

oildeathspiral | January 14, 2015

The funny thing is the same guys that said Tesla would fail in China also said U.S. sales were declining. Except for Nov which was flat, Sep-Dec domestic sales were all far better in 2014 over 2013 and Dec was the best month EVER. They'll also compare Jan-June or annualized YOY sales and claim flat or declining demand which we know is laughably dishonest.

P.S. Despite the usual suspects claims, the China story isn't over yet. It's been what, all of 6 months since Tesla's first sales there?

Kutu | January 14, 2015

I don't think it is investor feelings about China sales that is affecting TSLA afterhours. I noticed some of the analyst were putting out negative articles, yesterday, just before Musk spoke. It seems that more than a few folks are short and this whole thing feeds on itself.

Pages