Recent content by Chenkers

Worth a read for a laugh. It's amazing to see how delusional and warped the perspectives of Spiegel and GJ in particular really are, just amazing.

I would expect to see a settlement between Elon and Twitter sooner rather than later and much sooner than the October deadline. Having the whole Twitter overhang resolved will also be good for the share price to really take off based on Q3 and Q4 results. What about the immediate impact of...

Todays dip has allowed me to open some BPS - 750/790, 740/780 and 730/770. Spreading it around a bit to manage risk. These are 10.5% to 13% OTM from Monday open so should historically be OK, especially with the big 800 Put wall. We shall see what Wednesdays CPI brings, hopefully positive news...

There was a bunch of reporting on this around 6 May, mostly coming from NYT, updated article here: Inside Elon Musk’s Big Plans for Twitter The X.com style plans Elon referred to at the shareholder meetings appear more expansive than what was reported previously.

I've added a quote of @Yoona post #19,634 to the FAQ/Glossary thread: Wiki - Options & "the Wheel" Glossary and FAQ

In Australia transport accounts for about 16% of emissions with light vehicles being responsible for about 10%. So while EV's can and will make a big difference there is a lot more work to be done in other areas. Australia is doing a lot in renewable energy to bring down our electricity...

I have 1050CC and BCS for this week that I'm not overly concerned about at this stage. I could have closed them yesterday at around 75% profit but am still expecting a drop in IV and value after or before the shareholder meeting to be able to close them out more cheaply. Yesterday I did close...

According to the Q&A in the proxy statement, most of the resolutions (1, 5-13) only need "Majority of the shares present in person or represented by proxy and entitled to vote" to pass. However proposals 2 and 3 (2 year director terms and eliminate supermajority voting requirements - both...

I'd avoided CC and BCS last week but today the market provided ideal conditions to get back into them. I opened 1050 CC, 1050/1080 BCS and 1075/1120 BCS either side of the run up (missed the $935 peak). I'd also left some 770/810 BPS orders open for $2 before going to bed and managed to get a...

The one on the forklift is dual CCS2/ CHAdeMO. Couldn't tell on the one that's still wrapped but I suspect the same.

I called into the Altona North (Victoria) site yesterday afternoon to see if there was any progress on the AmpCharge site there. I'm please to report that things are well advanced with conduit, cable and concrete installed for 2 chargers/4 parking bays. The chargers are on site and about to be...

Regarding the new EV tax incentive bill requirement for a percentage of battery minerals to come from a country that has a free trade agreement with the USA. I note that Australia has had a free trade agreement with the USA since 2015 and that this covers battery minerals. Also, according to...

Call premiums have been terrible all week but Put premiums not so bad, although timing has been critical. With the 685/725 BPS I sold earlier yesterday @ $1.70, if I'd been able to wait until 11.55amET I could have gotten over $3 per contract (did get some more @ $2.65). This morning these BPS...

Part of the accelerated drop for TSLA could have something to do with this report just out from Reuters. (although I mainly suspect heavy shorting drove it). Not sure how much of this is new? Germany to cut electric car subsidies in 2023, sources say State-funded financial incentives to buy...