Recent content by urarthur

Dat is al heel lang het geval (zeker een maand lang). Je zaait onnodig onrust bij mensen.

1 oktober besteld (sr+ deep blue, black interior), vandaag sms gekregen om 4/12 op te halen in Amsterdam.

Het duurt ca. 6 weken met de boot van San Francisco naar Zeebrugge. Ik denk zelfs als je op 14 november zou bestellen, dat je nog steeds een goed kans maakt voor 2019 levering. Let maar op, na 7 oktober en 14 oktober zal de Tesla deadline verder verzet worden.

Major push for Nickel production. This should certainly help push Nickel prices down. Nickel is a major component of EV batteries. Bloomberg - Are you a robot?

ahh yes lowered delivery estimate from 347K to 345K, no not a joke. But hey everyone can run the headline MS lowered estimate on Tesla.

So the manipulative bankers set up Tesla for the big miss. Missing so big says more about the analyst than the company. Except for the ~120 mln in restructuring cost, everything else should've been expected for someone who's full time job is to follow the company and make projections. Common...

I have a strong feeling Model Y will start production Q1 2020. They deliberatly said late 2020 to not cannibalize Model 3 sales now. I recall Elon saying in 2017/2018 ER calls that Model Y production will start in 2019 aspirationaly, but more likely 2020.

I really don't see how this could have significant effect on SP. Looks like 100.000 call contracts will end in the money, at ~$10 on average, that's only worth $100 mln. Daily average dollar volume in the stock is 11 mln shares x $250 = $2.75 bln. So only 5% of the daily $ volume in the stock...

today's rise could be related to european car sales crash of 7,8% in June 2019 that was reported yesterday. My guess is that a lot of European Investors are switching (paritally) to Tesla stock as a hedge on ICE stocks.

it will be funny if Elon increases FY guidance. Given the recent leaks on production increase, and price drop, there is a non-zero probability that this would happen.

Almost $250! IF we break 250, it's an easy ride up to 275 until ER.

he's still very much short Tesla stock and call options. :D:D He goes on to forecast a $840 mln loss for Q2, and needing to raise money in Q3 again. Not worth the reading.

Toilet boy is having a hard time shorting Tesla. Underperforming S&P500 by ~19% this month:eek::eek::confused: If you'd build your portfolio based on a gorilla throwing bananas at random stocks, you'd perform much better, every year, since 2011 when he started his fund. " We remain short...

Daimler's stock is at 6Y low, while BMW's is slightly (3-4%) above the 6Y low. What happens when Tesla builds the European Giga? These companies will be forced to start producing EV's at a massive losses with no battery Gigafactory, writing down massive losses on ICE factories and...

It's been 2 weeks since the last price cut by the master manipulators at the major investment banks. Even though I expect some pushback from them in the next few days, I think the worst is behind us, and they possible can't cut the prices lower than this. Average price target (excl. DB) is...