$TSLA
- Thread starter Phill Twist
- Start date
Whether or not Tesla can avoid tariffs depends on China's policy and Tesla's strategic outlook, not your so-called "simple common sense" -- cross-border business operations and decisions are results of complex risks / costs vs benefits analysis -- they are NEVER simple, or in the realm of common sense.
Tesla's business model makes it so, and Elon Musk himself has emphasized the importance of Model 3. You are sounding as if you knew more and better than Musk / Tesla management about what they are doing.
H8rz ==?
TSLA : $312.21, high $314.98.
I'm betting with Puts now, waiting for a trip back to $300.
i guess i will clarify myself better.
they will not build the factory if the cars sold will cost the same as importing them...if and how they get there i don't care. if they cannot secure that end lower cost result, then they will not build the factory. it will be lots of compromises to make it happen. personally, i believe they will make a great deal and this will be built making both sides happy. they will be closer to raw materials, cheaper labor and a more open market.
re the model 3 ($28,000 labor and material cost btw) ; i'm suggesting a lot of the TSLA shorter's are not properly computing and understanding the way tesla gets paid on many of their power projects.
this is the root of a good analysis and a very bad costly analysis.
edit: i simply think i understand the business model better than most. time will continue to tell.
they will not build the factory if the cars sold will cost the same as importing them...if and how they get there i don't care. if they cannot secure that end lower cost result, then they will not build the factory. it will be lots of compromises to make it happen. personally, i believe they will make a great deal and this will be built making both sides happy. they will be closer to raw materials, cheaper labor and a more open market.
re the model 3 ($28,000 labor and material cost btw) ; i'm suggesting a lot of the TSLA shorter's are not properly computing and understanding the way tesla gets paid on many of their power projects.
this is the root of a good analysis and a very bad costly analysis.
edit: i simply think i understand the business model better than most. time will continue to tell.
There are many variables involved in the calculation of costs. But I'm not going there. All I'm saying is that if Tesla wants a wholly owned factory, then Tesla will have to pay tariffs, per China's current policy.
For trading purposes, Tesla's price / volume charts and balance sheet numbers over time are more than adequate IMHO.
$319 - $320 in 15-20 minutes??
Got to admire TSLA's Olympic high jumps.
Update: 2:19pm Central time. TSLA at $320.58. Less than 10 minutes. Amazing!!
Update: 2:25pm Central time. $322.10. Bought more puts. We'll see.
Got to admire TSLA's Olympic high jumps.
Update: 2:19pm Central time. TSLA at $320.58. Less than 10 minutes. Amazing!!
Update: 2:25pm Central time. $322.10. Bought more puts. We'll see.
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i can agree on your last point...nice vol to trade it. for me, i'm simply long. GL
That is cool talk for haters.
Anyway, looks like the expected short squeeze is finally under way. Probably will stop around 340...
I see. Well, I'm just trading TSLA for money. No feelings one way or the other about the company.
I sure hope TSLA will take a trip to $300 first before starting the next leg to $340 or $350.