Recent content by wallaby

I'm quite frankly shocked that Musk is considering this. My personal vote (Although I don't currently own any shares; i sold them before the last earnings report *phew* :-) would be against this deal. First, let's get something straight about SolarCity: it's not a solar energy firm: it's a...

Understood. I'm just saying if they felt the need to tap the credit line, that means they're already pretty close to their minimum comfort level.

True. Personally, I don't think Tesla will have as many issues with the M3 as they did with the MX. Even Musk said he regrets putting so much new technology into the MX. So the M3 ramp should be smoother. But will it be smooth enough to go from a 60% growth rate to a 150% growth rate? I'm not so...

The problem is, Tesla may not have the time. In their earnings report, they report having $1.44 bil cash on hand. However, that includes $430mil drawn against their credit line. That means their real cash on hand was $1bil. The CFO has said that they need $1bil COH in order to comfortably manage...

I'm going to be a contrarian here and posit the short-term bear case. IMHO, Tesla badly managed the earnings report. The truth is, after the delivery report was released in April, no one was going to be surprised with their quarterly revenue and loss. In fact, they came pretty close to hitting...

There may be another reason for the updated MS report. I imagine Jonas and Morgan Stanley are quite close with Musk, especially since they were the lead issuer for the last bond issue. Do they know something we don't, but can't yet reveal, and therefore, issued this obtuse report to get their...

Your next money-making venture should be a webcam of your cat eating breakfast. You can sell subscriptions. Of course the high frequency traders will want a direct link from your house so have some closet space next to your wi-fi router available to rent as well :-)

I'm curious for the technical analysts out there: since we had a fairly big gap (~$8) from prev. close to opening today, do you expect that we'll come back down to $248 or at least $250 before resuming upward? I've made a pretty penny on my options today but I'm wondering if I should sell soon...

I don't know... Far be it from me to doubt what elon musk has up his sleeve, but IMHO, there are several reasons why electric powered commercial jets is not practical at this time. 1) In airplanes, weight is paramount. Every pound is scrutinized. And given the energy density of fossil fuels vs...

I'm not surprised. When Tesla first announced the gigafactory, I had a sneaking suspicion that CA might end up being the site, even when they were publicly saying CA wasn't in the mix. Musk's whole strategy with Tesla has been vertical and physical integration rather than dealing with dispersed...

One speculative reason might be short covering. I've noticed that TSLA often doesn't follow the market, and I'm curious if it's because when the overall market goes down, people's portfolio values go down overall, which can trigger margin calls on short positions even if nothing is happening to...

I took the clickbait and read his article. Basically, in the past, he said Tesla was doomed due to battery shortages, and now that they're building a factory to address that very issue, he's saying they're doomed due to a battery glut. Oh yeah, and that if Tesla has to repay all the convertible...

I agree, Spacekadet. I'm a first-time poster but long-time lurker. I've learned a lot from you guys and I agree with long-term sentiment. But since this is a forum for short-term price movements, everything points to short term further losses: 1) We still have fallout from the earnings report as...