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Recent content by Starno

  1. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I agree, but that's just how it is I guess. They want consistent profits, and solid growth...
  2. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Don't worry their time will come as well if it doesn't change.
  3. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Analysts and investors aren't asking for much. They just want profitability and growth. As long as the narrative is unprofitable "as long as..." + demand slow down. The SP will be bearish
  4. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Shortsville population took a few months vacation to Hawaii apparently ... :D:D
  5. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Of course, but the problem is that they need to accord each other on the terms. And the big question is which terms are they willing to accept or not. And to get those terms accepted, who is going to give up first, and until what point of pain they'll get until they accept the terms....
  6. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And I also wonder psychologically if it has an effect on Chinese customers. China is a very centralized country, and the government influences everything. If the Chinese government start to cast a bad light on US products, I wonder if it can affect the choice of Chinese to buy a Tesla
  7. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes but until then... :D 7 weeks gives a lot of room to go on the downside
  8. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's not a lie. But I understand why people might think that. It comes from a misunderstanding of the development of this tech. A lot think it's about "programmation", they think the software dev are basically writing code for the car to operate in different environments. It doesn't work this...
  9. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I've talked to people in the industry. They don't think it's an impossible deadline.
  10. S

    Near-future quarterly financial projections

    Yes but raising capital isn't "free" either. You always bring more people on board to whom you'll owe after (in this case not at a fixed date, but still...). Point is there are many logical reason other than just wanting "to prove" to not raise capital.
  11. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I've got say though, the numbers are a nice reality check for many people here. I remember when a while ago I was talking about how Tesla needs to be prepared in case there's a recession to have enough cash and have a healthy P&L. And people here completely brushed me off saying that Tesla are...
  12. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    TSLA is getting destroyed, imo if you're not leveraged , and invest for the long term, I think it's a good time to load up.
  13. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Still prior guidance of 360000-400000 re affirmed AND "US orders for Model 3 vehicles significantly outpaced what we were able to deliver in Q1". Fundamentally I'm okay with the report, however the market might not see it that way right now...
  14. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tbh I think leaked informations and fighting FUD just (few days-weeks) before the actual official numbers are released is bad. Because even though the leaked informations and the fight of FUD are not on really mainstream medias, it probably still get to the ears of some of the fund managers and...
  15. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think there's many things he could fix before taking on the SEC issue though.. lol