Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Recent content by Xorbit

  1. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    If shareholders want a visionary entrepreneur, I think they'll just have to accept that some behaviour just won't appeal to people who are uptight. "Steve Jobs made no secret of the fact he experimented with LSD while in college. The late Apple cofounder said taking the psychedelic drug was a...
  2. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    On the weekly chart we've spiked below the lower Bollinger Band. When this happens (Oct 2017, March 2018), we generally trade back up to the upper Bollinger Band, currently at $363 (and rising modestly). If we get a big green candle next week, that would raise confidence that this will happen.
  3. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    Wasn't the CAO hired to oversee the privatisation, having done so at Seagate? Why stay on if Tesla remains public?
  4. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    Anyone's guess short-term. That said, I was expecting the backlash from the "staying private" announcement which drew criticism of Elon's handling of the whole thing to push the share price below $300. Instead we had a weak open and a rally during most of yesterday. Yesterday's low ($303.68) was...
  5. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    My bad. I should have checked the source of the link. Just trying to help.
  6. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    "Notifying a short position Notification must be made of any position attaining 0.2% of the issued share capital, and of every subsequent 0.1% above this threshold. Notifications from 0,5% and each 0.1% above are made public via the register short selling" Notification of net short positions
  7. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    Tesla has issued a lot of convertible debt ($11.5B I think), so some (a lot?) of the short interest could be a convertible arbitrage play as opposed to unhedged shorts*. * Edited from "naked shorts" - thanks Fact Checking
  8. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    Doing a Google search for the terms "amazon becomes cash flow positive" yields interesting results. Most of them date from 2014/15, fully 13 years after Amazon first started generating free cash flow. Same mainstream media scepticism, different company. Here's page 1: 3 Reasons Why Amazon's...
  9. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    Amazon turned cash flow positive in 2001. That marked a seminal moment for the stock as it coincided with an important low that never got re-tested, either during the ongoing Nasdaq crash, or during the 2008 crash.
  10. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    I wonder what he's dying to tweet? :)
  11. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    Although the stock price is much higher than it was in the early days, I think the risk/reward has never been better. I've rarely seem such risk/reward asymmetry in any asset, let alone a stock. The financial media narrative continues to be overwhelmingly negative at the very moment when it will...
  12. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    Elazar Advisors: "Gross Margins Jumping If you backed into the numbers for Q2 you saw S&X gross margins jumped to 37% or so, up 1100 basis points from Q1. Bears made up stories why that's bad, right? As Model 3 gross margins go to 15-20% this year and 25-30% next year (all stated by Tesla on...
  13. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    Try telling your shareholders you're going to have to cut and re-invest all of those juicy dividends if the company is going to compete! More generally, when we see a technology-driven transition in the market, when does the dominant player in the old paradigm become the dominant player in the...
  14. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    I can clearly remember it blowing out to 20% below the theoretical conversion price, though I wasn't watching it day-to-day, so you're probably right. The important thing though, is that this was after the buyer (ie Tesla) made a public offer and all that was left was a shareholder vote. We...
  15. Xorbit

    TSLA Market Action: 2018 Investor Roundtable

    They make all their research freely available and their analysts always respond to emails. I've found their I can't recommend them highly enough. From their latest article. The whole thing is worth reading: "In addition, once Tesla launches the Tesla Network, its autonomous ride-hailing...